UMB Financial Ownership

UMBF Stock  USD 127.60  2.60  2.08%   
The majority of UMB Financial outstanding shares are owned by institutions. These other corporate entities are usually referred to as non-private investors looking to take positions in UMB Financial to benefit from reduced commissions. Therefore, outside corporations are subject to a different set of regulations than regular investors in UMB Financial. Please pay attention to any change in the institutional holdings of UMB Financial as this could imply that something significant has changed or is about to change at the company. On June 8, 2024, Representative Josh Gottheimer of US Congress acquired under $15k worth of UMB Financial's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
49 M
Current Value
49 M
Avarage Shares Outstanding
45.9 M
Quarterly Volatility
4.1 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as UMB Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of UMB Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
The UMB Financial's current Dividends Paid is estimated to increase to about 78 M. The UMB Financial's current Dividend Yield is estimated to increase to 0.02. The UMB Financial's current Common Stock Shares Outstanding is estimated to increase to about 51.3 M. The UMB Financial's current Net Income Applicable To Common Shares is estimated to increase to about 521.3 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.
  
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.

UMB Stock Ownership Analysis

About 91.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.73. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UMB Financial has Price/Earnings To Growth (PEG) ratio of 1.73. The entity recorded earning per share (EPS) of 8.01. The firm last dividend was issued on the 10th of December 2024. UMB Financial 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

47.5 Billion

UMB Financial Insider Trades History

About 9.0% 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
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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
Fmr Inc2024-09-30
949.7 K
Principal Financial Group Inc2024-09-30
866.8 K
Morgan Stanley - Brokerage Accounts2024-06-30
789.8 K
Millennium Management Llc2024-06-30
733.7 K
Gw&k Investment Management, Llc2024-09-30
653.5 K
Goldman Sachs Group Inc2024-06-30
592.8 K
Charles Schwab Investment Management Inc2024-09-30
580.2 K
Bank Of New York Mellon Corp2024-06-30
576.2 K
Northern Trust Corp2024-09-30
548.4 K
Blackrock Inc2024-06-30
M
Vanguard Group Inc2024-09-30
4.7 M
Note, although UMB Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.
 
Uma Wilson over three weeks ago
Acquisition by Uma Wilson of 698 shares of UMB Financial at 51.42 subject to Rule 16b-3
 
Kemper J Mariner over a month ago
Disposition of 800 shares by Kemper J Mariner of UMB Financial at 103.02 subject to Rule 16b-3
 
Robbins Kris A over two months ago
Disposition of 5000 shares by Robbins Kris A of UMB Financial at 102.5 subject to Rule 16b-3
 
Ram Shankar over three months ago
Disposition of 303 shares by Ram Shankar of UMB Financial at 104.04 subject to Rule 16b-3
 
Mason Phillip James over three months ago
Disposition of 174 shares by Mason Phillip James of UMB Financial at 103.23 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 1000 shares by Kemper J Mariner of UMB Financial at 97.85 subject to Rule 16b-3
 
Stacy King over three months ago
Disposition of 300 shares by Stacy King of UMB Financial at 96.6 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 6043 shares by Kemper J Mariner of UMB Financial at 93.0 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 10115 shares by Kemper J Mariner of UMB Financial at 75.25 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 323 shares by Kemper J Mariner of UMB Financial at 93.67 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 412 shares by Kemper J Mariner of UMB Financial at 82.8 subject to Rule 16b-3
 
Kemper J Mariner over three months ago
Disposition of 182 shares by Kemper J Mariner of UMB Financial at 81.0705 subject to Rule 16b-3

UMB Financial's latest congressional trading

Congressional trading in companies like UMB Financial, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in UMB Financial by those in governmental positions are based on the same information available to the general public.
2024-06-08Representative Josh GottheimerAcquired Under $15KVerify

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

F4
21st of November 2024
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
10Q
31st of October 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
29th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
2nd of August 2024
Other Reports
ViewVerify

Currently Active Assets on Macroaxis

When determining whether UMB Financial is a strong investment it is important to analyze UMB Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact UMB Financial's future performance. For an informed investment choice regarding UMB Stock, refer to the following important reports:
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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
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
0.126
Dividend Share
1.56
Earnings Share
8.01
Revenue Per Share
31.297
Quarterly Revenue Growth
0.107
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.