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 Q4 regulatory filings by fund managers ($100M+ AUM)
673% more call options, than puts
Call options by funds: $1.57M | Put options by funds: $203K
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
12% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 114
9% more capital invested
Capital invested by funds: $5.28B [Q3] → $5.76B (+$481M) [Q4]
8% more funds holding
Funds holding: 319 [Q3] → 346 (+27) [Q4]
1.74% more ownership
Funds ownership: 102.97% [Q3] → 104.71% (+1.74%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Citigroup Benjamin Gerlinger 50% 1-year accuracy 3 / 6 met price target | 23%upside $127 | Neutral Downgraded | 3 Feb 2025 |
RBC Capital Jon Arfstrom 72% 1-year accuracy 34 / 47 met price target | 24%upside $128 | Sector Perform Reiterated | 30 Jan 2025 |
Piper Sandler Nathan Race 62% 1-year accuracy 16 / 26 met price target | 39%upside $143 | Overweight Maintained | 30 Jan 2025 |
Financial journalist opinion









