Versor Investments LP Acquires New Shares in Bank OZK $OZK

Versor Investments LP bought a new position in Bank OZK (NASDAQ:OZK) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 12,300 shares of the company’s stock, valued at approximately $627,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Root Financial Partners LLC purchased a new stake in shares of Bank OZK during the 3rd quarter valued at about $27,000. Hantz Financial Services Inc. lifted its position in Bank OZK by 58.2% during the second quarter. Hantz Financial Services Inc. now owns 590 shares of the company’s stock valued at $28,000 after purchasing an additional 217 shares during the period. Highline Wealth Partners LLC purchased a new stake in Bank OZK in the third quarter worth approximately $28,000. True Wealth Design LLC grew its position in Bank OZK by 147.0% in the 3rd quarter. True Wealth Design LLC now owns 568 shares of the company’s stock worth $29,000 after purchasing an additional 338 shares during the period. Finally, AdvisorNet Financial Inc grew its position in Bank OZK by 82.2% in the 3rd quarter. AdvisorNet Financial Inc now owns 665 shares of the company’s stock worth $34,000 after purchasing an additional 300 shares during the period. Institutional investors own 86.18% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on OZK. Zacks Research upgraded Bank OZK from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Piper Sandler set a $62.00 target price on Bank OZK in a report on Thursday, January 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of Bank OZK in a research note on Tuesday, January 27th. UBS Group reaffirmed a “neutral” rating and set a $51.00 price target on shares of Bank OZK in a research report on Tuesday, January 6th. Finally, Citigroup reissued a “sell” rating on shares of Bank OZK in a report on Monday, January 5th. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Bank OZK presently has an average rating of “Hold” and an average price target of $56.78.

More Bank OZK News

Here are the key news stories impacting Bank OZK this week:

• Positive Sentiment: Zacks raised several 2027 estimates — Q1 2027 EPS to $1.63 (from $1.50), Q2 2027 to $1.66 (from $1.48) and FY2027 to $6.52 (from $6.32). These upward revisions imply stronger expected earnings power in 2027 vs prior forecasts, which can support the stock. MarketBeat: OZK
• Neutral Sentiment: UBS maintained its Hold rating on OZK — that keeps an analyst anchor on the stock and suggests no imminent upgrade-driven buying from that shop. UBS Sticks to Hold
• Neutral Sentiment: AAIi/market commentary compared OZK vs. Stellar Bancorp for investors — useful context for relative valuation/selection but not a direct catalyst unless the piece drives flows. AAII: OZK vs Stellar
• Neutral Sentiment: Short-interest data reported a “large increase” but shows 0 shares / NaN changes and a 0.0 days-to-cover — this appears to be a data error and offers no reliable signal on bearish positioning. (Treat short-interest reports cautiously.)
• Negative Sentiment: Zacks also trimmed several near-term and FY2026 forecasts: FY2026 cut to $5.98 (from $6.09) and multiple 2026 quarter EPS estimates were lowered (Q1/Q2/Q3 2026). They reduced some 2027 quarter estimates too (Q3/Q4 2027). These downward revisions to near-term earnings likely weigh on sentiment and explain selling pressure.

Bank OZK Stock Performance

NASDAQ:OZK opened at $49.25 on Thursday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.03 and a current ratio of 1.02. The stock has a 50-day simple moving average of $47.83 and a two-hundred day simple moving average of $48.42. The firm has a market capitalization of $5.51 billion, a PE ratio of 7.98 and a beta of 0.94. Bank OZK has a 52-week low of $35.71 and a 52-week high of $53.66.

Bank OZK (NASDAQ:OZK) last posted its quarterly earnings data on Tuesday, January 20th. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.03). The company had revenue of $436.29 million for the quarter, compared to analysts’ expectations of $434.68 million. Bank OZK had a net margin of 25.50% and a return on equity of 12.65%. During the same period in the previous year, the firm earned $1.56 earnings per share. Analysts forecast that Bank OZK will post 6.02 EPS for the current year.

Bank OZK Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 13th were given a $0.46 dividend. The ex-dividend date was Tuesday, January 13th. This is an increase from Bank OZK’s previous quarterly dividend of $0.45. This represents a $1.84 dividend on an annualized basis and a dividend yield of 3.7%. Bank OZK’s dividend payout ratio (DPR) is currently 29.82%.

Bank OZK Profile

Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank’s core operations focus on commercial real estate lending, including acquisition, development and construction financing.