UMB Financial (UMBF)

• Market cap: $5.59B
• 1 day: 1.25%
• 5 days: -6.45%
• 1 month: -4.64%
• 3 months: 7.36%
• 6 months: 42.30%
• Year to date: 36.62%
• 1 year: 40.51%
• 5 years: 64.67%
• 10 years: 103.07%
• Sector: Financials
• Industry: National Commercial Banks

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)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

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] → 319 (+27) [Q3]

9% more call options, than puts

Call options by funds: $536K | Put options by funds: $492K

0.7% more ownership

Funds ownership: 101.62% [Q2] → 102.32% (+0.7%) [Q3]

9% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 111

Research analyst outlook

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

• Low target: $120 5% upside
• Avg. target: $136 18% upside
• High target: $156 36% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

Barclays Jared Shaw 64% 1-year accuracy 47 / 73 met price target	21% upside $139	Overweight Maintained	5 Dec 2024
Morgan Stanley Brian Wilczynski 0% 1-year accuracy 0 / 1 met price target	36% upside $156	Overweight Initiated	21 Nov 2024
Wells Fargo Timur Braziler 55% 1-year accuracy 12 / 22 met price target	5% upside $120	Equal-Weight Maintained	31 Oct 2024
Citigroup Benjamin Gerlinger 80% 1-year accuracy 4 / 5 met price target	11% upside $127	Buy Initiated	10 Oct 2024