Umb Financial Stock Performance

UMBF Stock  USD 120.30  2.26  1.84%   
On a scale of 0 to 100, UMB Financial holds a performance score of 7. The entity owns a Beta (Systematic Risk) of 0.54, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, UMB Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding UMB Financial is expected to be smaller as well. Please check UMB Financial's coefficient of variation, maximum drawdown, skewness, as well as the relationship between the total risk alpha and downside variance , to make a quick decision on whether UMB Financial's current price history will revert.

Risk-Adjusted Performance

7 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in UMB Financial are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile fundamental drivers, UMB Financial reported solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
(1.84)
Five Day Return
0.47
Year To Date Return
7.61
Ten Year Return
142.59
All Time Return
3.5 K
Forward Dividend Yield
0.0132
Payout Ratio
0.1494
Last Split Factor
2:1
Forward Dividend Rate
1.6
Dividend Date
2025-01-02
1
Acquisition by Uma Wilson of 698 shares of UMB Financial at 51.42 subject to Rule 16b-3
11/01/2024
2
UMB Financials chief HR officer Robert Beaird sells 105,362 in stock
11/21/2024
3
Systematic Financial Management LP Purchases 261,055 Shares of UMB Financial Co. - MarketBeat
12/05/2024
4
Disposition of 300 shares by Pauls John of UMB Financial subject to Rule 16b-3
12/11/2024
5
Disposition of 930 shares by Thomas Terry of UMB Financial subject to Rule 16b-3
12/12/2024
6
Regional lenders Berkshire Hills Bancorp, Brookline strike 1.1 billion merger deal
12/16/2024
7
UMB Financial Co. Shares Sold by Jane Street Group LLC - MarketBeat
12/19/2024
 
UMB Financial dividend paid on 2nd of January 2025
01/02/2025
9
UMB Financial Corp Shares Down 3.71 percent on Jan 10
01/10/2025
10
Feds approve UMBs 2B buy of Wisconsin Bank Trust parent
01/13/2025
11
UMBF Stock Earnings UMB Financial Beats EPS, Beats Revenue for Q2 2024 - MSN
01/14/2025
12
Disposition of 565 shares by Uma Wilson of UMB Financial at 121.11 subject to Rule 16b-3
01/27/2025
Begin Period Cash Flow1.6 B
Price Earnings Ratio13.3815
Free Cash Flow445.7 M
  

UMB Financial Relative Risk vs. Return Landscape

If you would invest  10,761  in UMB Financial on November 2, 2024 and sell it today you would earn a total of  1,269  from holding UMB Financial or generate 11.79% return on investment over 90 days. UMB Financial is currently generating 0.2157% in daily expected returns and assumes 2.3727% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than UMB, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days UMB Financial is expected to generate 2.78 times more return on investment than the market. However, the company is 2.78 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.14 per unit of risk.

UMB Financial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for UMB Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UMB Financial, and traders can use it to determine the average amount a UMB Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0909

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Estimated Market Risk

 2.37
  actual daily
21
79% of assets are more volatile

Expected Return

 0.22
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.09
  actual daily
7
93% of assets perform better
Based on monthly moving average UMB Financial is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UMB Financial by adding it to a well-diversified portfolio.

UMB Financial Fundamentals Growth

UMB Stock prices reflect investors' perceptions of the future prospects and financial health of UMB Financial, and UMB Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UMB Stock performance.

About UMB Financial Performance

By analyzing UMB Financial's fundamental ratios, stakeholders can gain valuable insights into UMB Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UMB Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if UMB Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.04  0.04 
Return On Assets 0.01  0.01 
Return On Equity 0.10  0.07 

Things to note about UMB Financial performance evaluation

Checking the ongoing alerts about UMB Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UMB Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
UMB Financial has a poor financial position based on the latest SEC disclosures
Over 91.0% of the company outstanding shares are owned by institutional investors
On 2nd of January 2025 UMB Financial paid $ 0.4 per share dividend to its current shareholders
Latest headline from news.google.com: UMBF Stock Earnings UMB Financial Beats EPS, Beats Revenue for Q2 2024 - MSN
Evaluating UMB Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate UMB Financial's stock performance include:
  • Analyzing UMB Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UMB Financial's stock is overvalued or undervalued compared to its peers.
  • Examining UMB Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating UMB Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UMB Financial's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of UMB Financial's stock. These opinions can provide insight into UMB Financial's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating UMB Financial's stock performance is not an exact science, and many factors can impact UMB Financial's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for UMB Stock analysis

When running UMB Financial's price analysis, check to measure UMB Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UMB Financial is operating at the current time. Most of UMB Financial's value examination focuses on studying past and present price action to predict the probability of UMB Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UMB Financial's price. Additionally, you may evaluate how the addition of UMB Financial to your portfolios can decrease your overall portfolio volatility.
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