Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in shares of UMB Financial Corporation (NASDAQ:UMBF - Free Report) by 53.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,593 shares of the bank's stock after selling 35,336 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH's holdings in UMB Financial were worth $3,519,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of UMBF. Farther Finance Advisors LLC boosted its stake in shares of UMB Financial by 219.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 249 shares of the bank's stock worth $29,000 after acquiring an additional 171 shares in the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of UMB Financial by 193.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 405 shares of the bank's stock worth $43,000 after acquiring an additional 267 shares in the last quarter. Bessemer Group Inc. boosted its stake in shares of UMB Financial by 72.8% during the 3rd quarter. Bessemer Group Inc. now owns 420 shares of the bank's stock worth $50,000 after acquiring an additional 177 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of UMB Financial by 88.1% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 425 shares of the bank's stock worth $50,000 after acquiring an additional 199 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its stake in shares of UMB Financial by 168.6% during the 3rd quarter. Smartleaf Asset Management LLC now owns 752 shares of the bank's stock worth $89,000 after acquiring an additional 472 shares in the last quarter. Hedge funds and other institutional investors own 87.78% of the company's stock.
UMB Financial Price Performance
UMB Financial stock opened at $124.22 on Thursday. UMB Financial Corporation has a 12-month low of $90.96 and a 12-month high of $136.11. The stock has a market capitalization of $9.46 billion, a P/E ratio of 13.61, a P/E/G ratio of 1.01 and a beta of 0.75. The firm's 50-day moving average is $117.20 and its two-hundred day moving average is $117.31. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.75 and a quick ratio of 0.75.
UMB Financial (NASDAQ:UMBF - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The bank reported $3.41 earnings per share for the quarter, topping the consensus estimate of $2.82 by $0.59. UMB Financial had a net margin of 16.90% and a return on equity of 12.14%. The business had revenue of $739.16 million for the quarter, compared to analyst estimates of $701.89 million. During the same period in the prior year, the firm posted $2.58 EPS. The company's revenue was up 31.1% on a year-over-year basis. Equities analysts predict that UMB Financial Corporation will post 12.05 earnings per share for the current year.
UMB Financial Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 1st. Shareholders of record on Wednesday, June 10th will be paid a dividend of $0.43 per share. The ex-dividend date of this dividend is Wednesday, June 10th. This represents a $1.72 dividend on an annualized basis and a yield of 1.4%. UMB Financial's dividend payout ratio (DPR) is currently 18.84%.
Wall Street Analysts Forecast Growth
A number of brokerages recently commented on UMBF. Hovde Group increased their price objective on shares of UMB Financial from $145.00 to $150.00 and gave the company an "outperform" rating in a research note on Wednesday. Royal Bank Of Canada set a $134.00 price objective on shares of UMB Financial and gave the company an "outperform" rating in a research note on Monday, January 12th. Raymond James Financial reissued a "strong-buy" rating and issued a $145.00 price objective on shares of UMB Financial in a research note on Thursday, January 29th. Morgan Stanley lowered their price objective on shares of UMB Financial from $156.00 to $143.00 and set an "overweight" rating on the stock in a research note on Tuesday, March 31st. Finally, Piper Sandler increased their price objective on shares of UMB Financial from $145.00 to $152.00 and gave the company an "overweight" rating in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, UMB Financial has an average rating of "Moderate Buy" and a consensus price target of $142.27.
View Our Latest Stock Analysis on UMBF
Insiders Place Their Bets
In other UMB Financial news, Director Kevin Charles Gallagher sold 388 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $129.30, for a total transaction of $50,168.40. Following the transaction, the director owned 12,488 shares of the company's stock, valued at $1,614,698.40. This trade represents a 3.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO J Mariner Kemper sold 15,214 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $128.59, for a total transaction of $1,956,368.26. Following the transaction, the chief executive officer directly owned 1,506,200 shares in the company, valued at approximately $193,682,258. This represents a 1.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,102 shares of company stock valued at $2,458,247 over the last quarter. Company insiders own 5.33% of the company's stock.
Key Headlines Impacting UMB Financial
Here are the key news stories impacting UMB Financial this week:
- Positive Sentiment: Q1 results materially beat expectations: EPS $3.41 vs. $2.82 consensus and revenue $739.2M vs. $701.9M; revenue was +31.1% YoY, driven by loan growth, margin expansion and the Heartland acquisition — a clear driver of the rally. UMB Financial Q1 Earnings Beat
- Positive Sentiment: Board authorized common and preferred dividends and a share repurchase program; company declared a quarterly common dividend of $0.43/share (annualized yield ~1.3%), supporting shareholder returns. Dividends & Repurchase Announcement
- Positive Sentiment: Analyst support: Hovde Group raised its price target to $150 and kept an "outperform" rating, implying meaningful upside from current levels — a vote of confidence from the sell side. Hovde Price Target Raise
- Neutral Sentiment: Investor materials and call transcripts are available (prepared remarks, conference call slides) — useful for confirming management commentary on margins, expense control and acquisition integration. Earnings Transcript Prepared Remarks
- Neutral Sentiment: Valuation coverage highlights margin gains and efficiency work — investors will watch whether earnings growth sustains and justifies current multiples. Valuation Article
- Negative Sentiment: Share-price pullback on heavy volume suggests profit-taking or rotation despite the upbeat quarter; that selling pressure can amplify short-term downside even with strong fundamentals.
About UMB Financial
(
Free Report)
UMB Financial Corporation NASDAQ: UMBF is a diversified financial services holding company headquartered in Kansas City, Missouri. Through its principal banking subsidiary, UMB Bank, N.A., the company provides a full suite of commercial and consumer banking services. Key offerings include deposit accounts, commercial and consumer lending, treasury and cash management, as well as online and mobile banking solutions designed to serve businesses, individuals and municipalities.
In addition to its core banking operations, UMB Financial delivers wealth management and trust services, investment advisory, asset management and retirement planning to high-net-worth individuals, families and institutions.
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