UMB FinancialUMBF
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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
27% more capital invested
Capital invested by funds: $4.13B [Q2] → $5.24B (+$1.11B) [Q3]
9% more funds holding
Funds holding: 292 [Q2] → 318 (+26) [Q3]
9% more call options, than puts
Call options by funds: $536K | Put options by funds: $492K
0.59% more ownership
Funds ownership: 101.62% [Q2] → 102.21% (+0.59%) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 110
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley Brian Wilczynski 100% 1-year accuracy 1 / 1 met price target | 25%upside $156 | Overweight Initiated | 21 Nov 2024 |
Wells Fargo Timur Braziler 65% 1-year accuracy 11 / 17 met price target | 4%downside $120 | Equal-Weight Maintained | 31 Oct 2024 |
Barclays Jared Shaw 68% 1-year accuracy 38 / 56 met price target | 2%downside $123 | Overweight Maintained | 31 Oct 2024 |
Citigroup Benjamin Gerlinger 80% 1-year accuracy 4 / 5 met price target | 2%upside $127 | Buy Initiated | 10 Oct 2024 |
Financial journalist opinion
Based on 5 articles about UMBF published over the past 30 days
