Bank OZK (OZK)

• Market cap: $5.06B
• 1 day: 0.50%
• 5 days: -4.37%
• 1 month: -11.73%
• 3 months: 6.93%
• 6 months: 13.31%
• Year to date: -10.31%
• 1 year: -12.15%
• 5 years: 43.15%
• 10 years: 19.95%

About: Bank OZK is a bank holding company that owns and operates a community bank, Bank of the Ozarks. The bank operates offices in Arkansas, Georgia, Florida, North Carolina, Texas, California, New York and Mississippi. It provides a range of banking services which include deposit services such as checking, savings, money market, time deposit and individual retirement accounts to loan services like real estate, consumer, commercial and industrial loans. Apart from providing traditional banking products and services it also provides treasury management, trust and wealth management, financial planning, online banking and other related services.

Employees: 2,830

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 5 (+2) [Q3]

56% more call options, than puts

Call options by funds: $70.8M | Put options by funds: $45.5M

8% more capital invested

Capital invested by funds: $4.16B [Q2] → $4.47B (+$319M) [Q3]

2.42% more ownership

Funds ownership: 88.11% [Q2] → 90.53% (+2.42%) [Q3]

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0% more funds holding

Funds holding: 431 [Q2] → 433 (+2) [Q3]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $40 10% downside
• Avg. target: $50 13% upside
• High target: $63 41% upside

5 analyst ratings

• positive: 1 20%
• neutral: 3 60%
• negative: 1 20%

UBS Nicholas Holowko 13% 1-year accuracy 1 / 8 met price target	14% upside $51	Neutral Assumed	17 Dec 2024
Wells Fargo Jared Shaw 62% 1-year accuracy 45 / 73 met price target	10% downside $40	Underweight Maintained	3 Dec 2024
Truist Securities Brandon King 85% 1-year accuracy 47 / 55 met price target	3% upside $46	Hold Maintained	21 Oct 2024
Stephens & Co. Matt Olney 88% 1-year accuracy 28 / 32 met price target	14% upside $51	Equal-Weight Maintained	21 Oct 2024
Piper Sandler Stephen Scouten 83% 1-year accuracy 20 / 24 met price target	41% upside $63	Overweight Maintained	18 Oct 2024