UMB Financial Corporation $UMBF Stock Bought by Moody Aldrich Partners LLC

Moody Aldrich Partners LLC lifted its holdings in shares of UMB Financial Corporation (NASDAQ:UMBF) by 211.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 72,559 shares of the bank’s stock after acquiring an additional 49,261 shares during the period. UMB Financial accounts for approximately 1.8% of Moody Aldrich Partners LLC’s portfolio, making the stock its biggest holding. Moody Aldrich Partners LLC’s holdings in UMB Financial were worth $9,433,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Abel Hall LLC grew its stake in shares of UMB Financial by 2.4% in the third quarter. Abel Hall LLC now owns 3,568 shares of the bank’s stock worth $464,000 after purchasing an additional 82 shares in the last quarter. Friday Financial raised its holdings in shares of UMB Financial by 0.3% in the 3rd quarter. Friday Financial now owns 27,532 shares of the bank’s stock worth $3,573,000 after purchasing an additional 87 shares in the last quarter. Greenleaf Trust raised its holdings in shares of UMB Financial by 4.7% in the 2nd quarter. Greenleaf Trust now owns 2,506 shares of the bank’s stock worth $358,000 after purchasing an additional 113 shares in the last quarter. First Citizens Bank & Trust Co. lifted its stake in UMB Financial by 1.7% during the first quarter. First Citizens Bank & Trust Co. now owns 7,272 shares of the bank’s stock valued at $820,000 after purchasing an additional 125 shares during the last quarter. Finally, Ritholtz Wealth Management lifted its stake in UMB Financial by 8.2% during the first quarter. Ritholtz Wealth Management now owns 1,998 shares of the bank’s stock valued at $225,000 after purchasing an additional 152 shares during the last quarter. 87.78% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UMB Financial

Here are the key news stories impacting UMB Financial this week:

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. UMBF reported adjusted earnings of $3.56 per share, above the $3.22 consensus estimate and up from $2.70 a year earlier. Revenue rose 13.9% year over year to $772.4 million, topping estimates of approximately $744.8 million. UMBF Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Core banking revenue trends were favorable. The earnings beat reflected stronger net interest income and fee income, with reported profitability including a 13.41% return on equity and a 21.64% net margin. UMBF Q3 Earnings Beat on Higher NII
• Positive Sentiment: UMB declared its quarterly dividend. Investors of record on December 10 will receive $0.50 per share on January 4, 2027, equal to $2.00 annualized and a stated 1.5% yield. UMB Declares Quarterly Dividend
• Neutral Sentiment: UMB agreed to acquire El Dorado Savings Bank for approximately $506 million. The deal would expand UMBF’s branch network, but investors may weigh the purchase price, funding, regulatory approval and integration execution before assigning value to the expected growth. UMB to Acquire El Dorado Savings Bank
• Positive Sentiment: Analyst expectations remain above the current market level. A report cited an average price target of $162.86, indicating continued bullish expectations, although targets can change following the acquisition announcement. UMB Financial Average Price Target

Wall Street Analysts Forecast Growth

UMBF has been the subject of a number of research reports. Keefe, Bruyette & Woods raised their target price on shares of UMB Financial from $155.00 to $160.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. Raymond James Financial began coverage on UMB Financial in a report on Thursday, August 27th. They issued an “outperform” rating and a $165.00 price target on the stock. Wells Fargo & Company cut their price objective on UMB Financial from $160.00 to $147.00 and set an “equal weight” rating for the company in a research report on Tuesday, September 29th. Piper Sandler reiterated an “overweight” rating and set a $181.00 price objective (up from $161.00) on shares of UMB Financial in a research report on Thursday, July 30th. Finally, Morgan Stanley reduced their price objective on UMB Financial from $190.00 to $182.00 and set an “overweight” rating for the company in a research note on Monday, September 28th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $162.86.

UMB Financial Stock Performance

Shares of UMBF opened at $132.34 on Thursday. UMB Financial Corporation has a one year low of $68.92 and a one year high of $144.36. The company has a 50-day moving average of $136.14 and a two-hundred day moving average of $131.05. The stock has a market cap of $10.05 billion, a price-to-earnings ratio of 11.02, a PEG ratio of 0.63 and a beta of 0.82. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.76 and a quick ratio of 0.76.

UMB Financial (NASDAQ:UMBF) last released its earnings results on Tuesday, October 27th. The bank reported $3.56 earnings per share for the quarter, topping the consensus estimate of $3.22 by $0.34. UMB Financial had a net margin of 21.64% and a return on equity of 13.41%. The business had revenue of $772.39 million for the quarter, compared to the consensus estimate of $744.81 million. During the same period last year, the firm posted $2.70 earnings per share. The firm’s quarterly revenue was up 13.9% compared to the same quarter last year. On average, equities research analysts expect that UMB Financial Corporation will post 13.53 earnings per share for the current year.

UMB Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, January 4th. Investors of record on Thursday, December 10th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $2.00 dividend on an annualized basis and a yield of 1.5%. UMB Financial’s dividend payout ratio (DPR) is currently 16.65%.

Insider Activity

In other UMB Financial news, CEO J. Kemper sold 15,062 shares of UMB Financial stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $148.55, for a total transaction of $2,237,460.10. Following the transaction, the chief executive officer directly owned 1,491,138 shares in the company, valued at approximately $221,508,549.90. The trade was a 1.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Phillip Mason sold 800 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $147.00, for a total value of $117,600.00. Following the completion of the sale, the insider owned 8,894 shares of the company’s stock, valued at $1,307,418. The trade was a 8.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 25,544 shares of company stock worth $3,775,862. 5.33% of the stock is owned by corporate insiders.

UMB Financial Company Profile

UMB Financial Corporation is a financial holding company headquartered in Kansas City, Missouri. Its principal subsidiary, UMB Bank, provides banking and financial services to individuals, businesses, institutions and government entities. The company serves customers through banking offices and digital channels across the Midwest and other U.S. markets.

UMB Bank offers commercial and personal banking products, including deposit accounts, loans, treasury management, payment services and credit solutions.