UMB Financial Ownership
| UMBF Stock | USD 103.59 1.23 1.20% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 49.1 M | Current Value 49.2 M | Avarage Shares Outstanding 48.3 M | Quarterly Volatility 11.8 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
UMB |
UMB Stock Ownership Analysis
About 72.0% of the company outstanding shares are owned by institutional investors. The book value of UMB Financial was at this time reported as 71.02. The company has Price/Earnings To Growth (PEG) ratio of 1.73. UMB Financial recorded earning per share (EPS) of 8.99. The entity last dividend was issued on the 10th of March 2025. The firm had 2:1 split on the 31st of May 2006. UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The company was founded in 1913 and is headquartered in Kansas City, Missouri. Ump Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 3529 people. For more information please call Mariner Kemper at (816) 860-7000 or visit https://www.umb.com.Besides selling stocks to institutional investors, UMB Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different UMB Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align UMB Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
UMB Financial Quarterly Liabilities And Stockholders Equity |
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UMB Financial Insider Trades History
About 6.0% of UMB Financial are currently held by insiders. Unlike UMB Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against UMB Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of UMB Financial's insider trades
UMB Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as UMB Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UMB Financial backward and forwards among themselves. UMB Financial's institutional investor refers to the entity that pools money to purchase UMB Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Goldman Sachs Group Inc | 2024-12-31 | 1 M | Principal Financial Group Inc | 2024-12-31 | 805.2 K | Fmr Inc | 2024-12-31 | 790.5 K | Millennium Management Llc | 2024-12-31 | 777.3 K | Gw&k Investment Management, Llc | 2024-12-31 | 650.2 K | Northern Trust Corp | 2024-12-31 | 637.1 K | Charles Schwab Investment Management Inc | 2024-12-31 | 563.8 K | Massachusetts Financial Services Company | 2024-12-31 | 463.5 K | Captrust Financial Advisors | 2024-12-31 | 461 K | Blackrock Inc | 2024-12-31 | 6.1 M | Vanguard Group Inc | 2024-12-31 | 4.8 M |
UMB Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific UMB Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on UMB Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases UMB Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
UMB Financial Outstanding Bonds
UMB Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. UMB Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UMB bonds can be classified according to their maturity, which is the date when UMB Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
UMB Financial Corporate Filings
| 14th of March 2025 Other Reports | ViewVerify | |
8K | 12th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 11th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether UMB Financial is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if UMB Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Umb Financial Stock. Highlighted below are key reports to facilitate an investment decision about Umb Financial Stock:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UMB Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. For more detail on how to invest in UMB Stock please use our How to Invest in UMB Financial guide.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UMB Financial. If investors know UMB will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UMB Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.677 | Dividend Share 1.57 | Earnings Share 8.99 | Revenue Per Share | Quarterly Revenue Growth 0.12 |
The market value of UMB Financial is measured differently than its book value, which is the value of UMB that is recorded on the company's balance sheet. Investors also form their own opinion of UMB Financial's value that differs from its market value or its book value, called intrinsic value, which is UMB Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UMB Financial's market value can be influenced by many factors that don't directly affect UMB Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UMB Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if UMB Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UMB Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.