UMBF stock icon

UMB Financial
UMBF

$96.84
0.25%

Market Cap: 4.72B

 

About: UMB Financial Corp, or UMBF, is a financial services holding company offering a suite of banking, asset management, and health spending solutions. Its customer base includes commercial, institutional, and personal customers across the United States. The company's banking subsidiaries own and operate banking and wealth-management centers mostly throughout the Midwest and Southwest regions of the U.S. Subsidiaries of the holding company and its lead bank, UMB Bank, include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment advisory. The bank's revenue is split nearly evenly between interest income and noninterest income.

Employees: 3,599

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 10 analysts
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

3% more funds holding

Funds holding: 258 [Q4 2023] → 267 (+9) [Q1 2024]

2% more capital invested

Capital invested by funds: $3.57B [Q4 2023] → $3.65B (+$77.8M) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2023] → 3 (+0) [Q1 2024]

6% less call options, than puts

Call options by funds: $304K | Put options by funds: $322K

1.97% less ownership

Funds ownership: 88.1% [Q4 2023] → 86.14% (-1.97%) [Q1 2024]

16% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 97

Research analyst outlook

10 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$88
9%
downside
Avg. target
$95
2%
downside
High target
$102
5%
upside

10 analyst ratings

positive
50%
neutral
50%
negative
0%
Barclays
Jared Shaw
3%upside
$100
Overweight
Maintained
24 Jun 2024
Keefe, Bruyette & Woods
Christopher Mcgratty
1%upside
$98
Outperform
Upgraded
31 May 2024
Keefe, Bruyette & Woods
Christopher Mcgratty
4%downside
$93
Market Perform
Maintained
1 May 2024
Wells Fargo
Timur Braziler
7%downside
$90
Equal-Weight
Maintained
30 Apr 2024
Barclays
Jared Shaw
2%downside
$95
Overweight
Upgraded
30 Apr 2024

Financial journalist opinion