umb financial corporation is a leading provider of financial services for individuals and institutions. bank deposit products provided by umb bank n.a., member fdic. equal housing lender.
Company profile
Ticker
UMBF
Exchange
Website
CEO
J. Mariner Kemper
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
UNITED MISSOURI BANCSHARES INC
SEC CIK
Corporate docs
Subsidiaries
UMB Capital Corporation • UMB Banc Leasing Corporation • UMB Trust Company • UMB Insurance, Inc. • Kansas City Realty Company • UMB Realty Company, LLC • Kansas City Financial Corporation • UMB Colorado Property, LLC • Conifer Properties, LLC • Meridian AZ Properties, LLC ...
IRS number
430903811
UMBF stock data
Latest filings (excl ownership)
DEF 14A
Definitive proxy
13 Mar 24
8-K
Expanded Role to President of UMB Financial Corporation and President and CEO of UMB Bank
5 Feb 24
8-K
Results of Operations and Financial Condition
30 Jan 24
8-K
Regulation FD Disclosure
16 Nov 23
10-Q
2023 Q3
Quarterly report
26 Oct 23
8-K
UMB Financial Corporation Reports Third Quarter Net Income of $96.6 Million
24 Oct 23
8-K
Departure of Directors or Certain Officers
23 Aug 23
10-Q
2023 Q2
Quarterly report
27 Jul 23
8-K
UMB Financial Corporation Reports Second Quarter Net Income of $90.1 Million
25 Jul 23
8-K/A
Submission of Matters to a Vote of Security Holders
25 Jul 23
Transcripts
UMBF
Earnings call transcript
2023 Q4
31 Jan 24
UMBF
Earnings call transcript
2023 Q3
25 Oct 23
UMBF
Earnings call transcript
2023 Q2
26 Jul 23
UMBF
Earnings call transcript
2023 Q2
26 Jul 23
UMBF
Earnings call transcript
2023 Q1
26 Apr 23
UMBF
Earnings call transcript
2022 Q4
25 Jan 23
UMBF
Earnings call transcript
2022 Q3
26 Oct 22
UMBF
Earnings call transcript
2022 Q2
30 Jul 22
UMBF
Earnings call transcript
2022 Q1
27 Apr 22
UMBF
Earnings call transcript
2021 Q4
26 Jan 22
Latest ownership filings
4
J MARINER KEMPER
3 Apr 24
4
J MARINER KEMPER
3 Apr 24
4
J MARINER KEMPER
1 Apr 24
4
J MARINER KEMPER
1 Apr 24
4
James D Rine
1 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
144
Notice of proposed sale of securities
1 Apr 24
144
Notice of proposed sale of securities
28 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
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Operating income | |||||
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Net income | |||||
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Diluted EPS |
Institutional ownership, Q3 2023
96.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 243 |
Opened positions | 39 |
Closed positions | 20 |
Increased positions | 77 |
Reduced positions | 89 |
13F shares | Current |
---|---|
Total value | 2.64 tn |
Total shares | 46.82 mm |
Total puts | 6.40 k |
Total calls | 5.80 k |
Total put/call ratio | 1.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 5.71 mm | $354.43 bn |
Umb Bank N A | 5.55 mm | $344.35 bn |
Vanguard | 4.27 mm | $264.75 bn |
American Century Investment Management | 3.28 mm | $199.80 mm |
STT State Street | 2.99 mm | $186.88 bn |
Wellington Management | 2.59 mm | $160.50 bn |
Allspring Global Investments | 1.82 mm | $112.83 bn |
American Century Companies | 1.82 mm | $112.77 bn |
Victory Capital Management | 1.73 mm | $107.46 bn |
Dimensional Fund Advisors | 1.38 mm | $85.78 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.18 | 833 | 70.95 k | 1,749,774 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.15 | 1,343 | 114.36 k | 1,750,607 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.14 | 1,754 | 149.34 k | 1,751,950 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.13 | 600 | 51.08 k | 1,753,704 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.12 | 1,103 | 93.89 k | 1,754,304 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.11 | 1,200 | 102.13 k | 1,755,407 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.1 | 400 | 34.04 k | 1,756,607 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.09 | 1,000 | 85.09 k | 1,757,007 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85.08 | 300 | 25.52 k | 1,758,007 |
1 Apr 24 | Kemper J Mariner | Common Stock | Sell | Dispose S | Yes | No | 85 | 500 | 42.50 k | 1,758,307 |
News
Wells Fargo Maintains Equal-Weight on UMB Financial, Raises Price Target to $88
10 Apr 24
Barclays Initiates Coverage On UMB Financial with Equal-Weight Rating, Announces Price Target of $91
8 Mar 24
Peering Into UMB Financial's Recent Short Interest
7 Feb 24
Raymond James Maintains Strong Buy on UMB Financial, Raises Price Target to $102
1 Feb 24
Recap: UMB Financial Q4 Earnings
30 Jan 24
Press releases
UMB Announces Conference Call to Discuss First Quarter 2024 Results
17 Apr 24
UMB Financial Corp Reports Fourth Quarter Net Income of $70.9 Million, or $1.45 Per Diluted Share & Net Operating Income of $112.0 Million, or $2.29 Per Diluted Share. Full-Year 2023 Earnings of $350.0 Million; Net Operating Income of $397.1 Million.
30 Jan 24