Ihre Abzeichen 52W-Spanne $103–$153 55% of range Analystenbewertung BUY 21 analysts Kursziel $169 +29% upside P/E 14.1 ROE 9.4% Nettogewinnmarge 26.5%

UMBF Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

03
Kurs $130.94
Marktkapitalisierung (MRQ) $9.95B
P/E 14.1
EPS $9.29
Dividendenrendite 1.4%
ROE 9.4%
52W-Spanne $103–$153

UMBF Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

04
Spanne
Balken

Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.

Aktiensplits 6
Ex-Datum Split Typ
31. Mai 2006 2-for-1 Vorwärts
10. Dezember 2001 21-for-20 Vorwärts
9. Dezember 1999 11-for-10 Vorwärts
9. Dezember 1997 21-for-20 Vorwärts
9. Dezember 1996 21-for-20 Vorwärts
5. Januar 1987 3-for-2 Vorwärts

Über UMB Financial Corporation - Common Stock Unternehmensübersicht von Wikipedia

05 · wikidata

UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.

UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

History

In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.

In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.

In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.

In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.

In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.

In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.

In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.

UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.

As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

Lines of business

Accounts Receivable Financing

Commercial Banking and Lending

Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

Institutional Banking and Lending

Personal Banking: Private Wealth Management and Consumer Banking

Small Business Banking

Transportation Finance

Subsidiaries

Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

SektorFinancials BrancheBanking Mitarbeiter5.222 LandUS

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

06
EPS$9.29
2016-12-31 → 2025-12-31
Freier Cashflow$978M
2016-12-31 → 2025-12-31
Nettogewinnmarge26.5%
2016-12-31 → 2025-12-31
Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl 5-Jahres-Trend UMBF 5-Jahres-Durchschnitt Peer-Median Fazit
P/E 14.15-Jahres-Durchschnitt ≈12.1 ≈12.1 11.7 Unterbewertet
P/S 3.85-Jahres-Durchschnitt ≈3.2 ≈3.2 3.6 Unterbewertet
K/B (MRQ) 1.35-Jahres-Durchschnitt ≈1.4 ≈1.4 1.1 Fairer Wert
Kurs / FCF (TTM) 10.15-Jahres-Durchschnitt ≈12.3 ≈12.3 · ·
Kurs / Cashflow (TTM) 9.75-Jahres-Durchschnitt ≈11.3 ≈11.3 10.3 Unterbewertet
Kurs / Materieller Buchwert (MRQ) 1.45-Jahres-Durchschnitt ≈1.6 ≈1.6 · ·
PEG Ratio (PEG-Ratio) ≈1.5 · · ·

Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.

Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

13
Dividendenrendite1.4%
Ausschüttungsquote19.3%
Annualisierte Auszahlung≈$2.00Vierteljährlich bezahlt
5J Div CAGR≈5.2%Pro Aktie, bereinigt um Aktiensplits
Wachstumsphase≈24Aufeinanderfolgende Jahre mit Dividendenwachstum
Ex-DatumBetragWährungRendite
Sep 10, 2026$0,50USD≈1.3%
Jun 10, 2026$0,43USD≈1.3%
Mär 10, 2026$0,43USD≈1.5%
Dez 10, 2025$0,43USD≈1.4%
Sep 10, 2025$0,40USD≈1.3%
Jun 10, 2025$0,40USD≈1.5%
Mär 10, 2025$0,40USD≈1.6%
Dez 10, 2024$0,40USD≈1.3%
Sep 10, 2024$0,39USD≈1.5%
Jun 10, 2024$0,39USD≈1.9%
Mär 8, 2024$0,39USD≈1.9%
Dez 8, 2023$0,39USD≈2.0%
Sep 8, 2023$0,38USD≈2.5%
Jun 9, 2023$0,38USD≈2.3%
Mär 9, 2023$0,38USD≈1.9%
Dez 9, 2022$0,38USD≈1.8%
Sep 9, 2022$0,37USD≈1.6%
Jun 9, 2022$0,37USD≈1.7%
Mär 9, 2022$0,37USD≈1.5%
Dez 9, 2021$0,37USD≈1.3%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

14
Durchschn. Überraschung 5.1%
Nächster Bericht Okt 26, 2026
ZeitraumBerichtEPS ActualEPS est.Überraschung
30. Juni 2026 Jul 27, 2026 $3.56 $3.19 11.6%
31. März 2026 $3.35 $2.86 17.3%
31. Dezember 2025 $2.74 $2.60 5.2%
30. September 2025 $2.36 $2.50 -5.5%
30. Juni 2025 $2.82 $2.44 15.4%
31. März 2025 $1.94 $2.24 -13.3%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

15
Gewinn- und Verlustrechnung 10
Kennzahl Trend 202520242023202220212020201920182017201620152014
Interest Expense ··$919M$224M$46M$77M$192M$122M$58M$28M$19M$14M
Interest Income $3.35B$2.17B$1.84B$1.14B$862M$808M$863M$732M$617M$523M$431M$364M
Pretax Income $875M$541M$422M$532M$429M$339M$286M$224M$236M$199M$128M$166M
Income Tax $173M$100M$72M$100M$76M$52M$42M$27M$53M$45M$32M$45M
Net Income $702M$441M$350M$432M$353M$287M$244M$196M$247M$159M$116M$121M
EPS (Basic) $9.35$9.05$7.22$8.93$7.31$5.95$4.99$3.97$5.02$3.25$2.46$2.69
EPS (Diluted) $9.29$8.99$7.18$8.86$7.24$5.93$4.96$3.93$4.96$3.22$2.44$2.65
Shares (Basic) 73,259,08248,747,81448,503,64348,340,92248,271,46248,137,79148,779,26349,334,93749,223,66148,828,31347,126,25244,844,578
Shares (Diluted) 73,670,64349,056,95648,763,82048,747,39948,738,29248,343,75049,089,87749,770,73749,839,29049,277,05547,579,33445,445,283
EBITDA ·········$-2M$-3M·
Bilanz 17
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $7.77B$8.45B$5.53B$1.56B$9.21B$3.50B$1.67B$1.67B$1.72B$1.06B$819M$1.79B
PP&E (Net) $398M$222M$242M$264M$271M$293M$300M$284M$276M$289M$281M$258M
PP&E (Gross) $1.13B$913M$894M$876M$849M$835M$804M$758M$709M$701M$659M$598M
Goodwill $1.84B$207M$207M$207M$175M$181M$181M$181M$181M$181M$228M$210M
Intangibles $487M$64M$71M$71M$14M$21M$28M$15M$20M$27M$47M$44M
Total Assets $73.09B$50.41B$44.01B$38.51B$42.69B$33.13B$26.56B$23.35B$21.77B$20.68B$19.09B$17.50B
Short-term Debt ··$1.80B·······$5M·
Total Liabilities $65.40B$46.94B$40.91B$35.85B$39.55B$30.11B$23.95B$21.12B$19.59B$18.72B$17.20B$15.86B
Long-term Debt $474M$385M$383M$381M$272M$270M$70M$83M$79M$77M$86M$9M
Total Debt ··$1.80B·······$5M·
Common Stock $79M$55M$55M$55M$55M$55M$55M$55M$55M$55M$55M$55M
Retained Earnings $3.74B$3.17B$2.81B$2.54B$2.18B$1.89B$1.67B$1.49B$1.34B$1.14B$1.03B$964M
Treasury Stock $165M$336M$343M$347M$323M$338M$278M$274M$212M$211M$212M$281M
AOCI $-262M$-573M$-557M$-703M$126M$318M$83M$-96M$-46M$-58M$-4M$11M
Stockholders' Equity $7.69B$3.47B$3.10B$2.67B$3.15B$3.02B$2.61B$2.23B$2.18B$1.96B$1.89B$1.64B
Liabilities + Equity $73.09B$50.41B$44.01B$38.51B$42.69B$33.13B$26.56B$23.35B$21.77B$20.68B$19.09B$17.50B
Shares Outstanding 75,960,67548,814,17748,554,12748,319,40448,430,80548,006,38649,097,60649,117,22249,894,99049,673,05649,396,36645,532,188
Cashflow 19
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A $142M$53M$59M$54M$56M$63M$56M$53M$55M$-2M$-3M$46M
Stock-based Comp $38M$23M$19M$21M$21M$15M$15M$11M$13M$12M$11M$10M
Deferred Tax $83M$-16M$-20M$-6M$-13M$-5M$-153.0K$-20M$60M$2M$-645.0K$-11M
Amort. of Intangibles $94M$8M$9M$5M$5M$7M$6M$6M$7M$9M$8M$12M
Other Non-cash ·········$125M$92M·
Operating Cash Flow $1.03B$225M$473M$770M$534M$374M$340M$296M$327M$296M$212M$246M
CapEx $49M$20M$23M$52M$34M$60M$72M$58M$36M$51M$54M$45M
Investing Cash Flow $-5.62B$-3.26B$-1.27B$-3.85B$-4.24B$-4.49B$-2.99B$-1.75B$-479M$-1.50B$-1.33B·
Debt Issued ···$110M·$200M$19M$4M$3M$2M$2M$5M
Net Debt Issued $-200M··$110M·$200M$14M$2M$1M$-10M$-8M$4M
Stock Issued $235M···········
Stock Repurchased $18M$8M$8M$32M$6M$64M$4M$77M$15M$16M$8M$6M
Net Stock Activity $218M$-8M$-8M$-32M$-6M$-64M$-4M$-77M$-15M$-16M$-8M$-6M
Dividends Paid $136M$77M$74M$72M$67M$60M$59M$58M$52M$49M$46M$41M
Financing Cash Flow $3.92B$5.96B$4.77B$-4.58B$9.42B$5.95B$2.64B$1.41B$804M$1.45B$150M·
Net Change in Cash $-677M$2.92B$3.97B$-7.66B$5.72B$1.83B$-5M$-42M$652M$245M$-968M$-795M
Taxes Paid $63M$77M$79M$102M$93M$34M$2M$63M$46M···
Free Cash Flow $978M$201M$446M$718M$500M$313M$269M$239M$290M$246M$157M$199M
Levered FCF ··$-317M$536M$463M$248M$106M$132M$245M$224M$144M$189M
Rentabilität 5
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 26.5%27.1%23.9%29.4%27.5%22.2%22.2%19.3%25.1%16.4%13.2%14.2%
Pretax Margin 33.0%33.2%28.8%36.2%33.5%26.2%26.1%22.1%24.1%21.3%18.1%19.4%
EBITDA Margin ·········-0.24%-0.31%·
ROA 1.1%0.93%0.85%1.1%0.93%0.96%0.98%0.87%1.2%0.80%0.63%0.70%
ROE 9.4%12.6%11.8%16.6%11.3%9.8%9.4%8.8%11.5%8.0%6.1%7.4%
Liquidität & Solvenz 1
Kennzahl Trend 202520242023202220212020201920182017201620152014
Debt / Equity ··0.6·······0.0·
Effizienz 1
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.00.00.00.00.00.00.0
Pro Aktie 6
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share $101.28$71.02$63.85$55.20$64.95$62.84$53.09$45.37$43.72$39.51$38.34$36.10
Revenue / Share $36.00$33.21$29.98$30.11$26.32$26.71$22.36$20.34$19.71$19.71$18.46$18.68
Cash Flow / Share $13.94$4.59$9.69$15.79$10.96$7.73$6.96$5.97$6.55$6.02$4.43$5.36
Cash / Share $102.32$173.08$113.86$32.24$190.26$72.86$34.00$34.08$34.40$21.42$16.58$39.25
Dividend Paid / Share $1.63$1.57$1.53$1.49$1.38$1.25$1.21$1.17$1.04$0.99$0.95$0.91
EPS (TTM) $9.29$8.99$7.18$8.86$7.24$5.93$4.96$3.93$4.96$3.22$2.44$2.65
Wachstumsraten 10
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 62.8%11.4%-0.41%14.4%-0.67%·······
Revenue CAGR 3Y 21.8%8.3%4.2%·········
Revenue CAGR 5Y 15.5%···········
EPS YoY 3.3%25.2%-19.0%22.4%22.1%·······
EPS CAGR 3Y 1.6%7.5%6.6%·········
EPS CAGR 5Y 9.4%···········
Net Income YoY 59.2%26.1%-18.9%22.3%23.2%·······
Net Income CAGR 3Y 17.6%7.7%6.9%·········
Net Income CAGR 5Y 19.6%···········
Dividends Paid CAGR 5Y 17.6%···········
Bewertung (TTM) 17
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM $2.65B$1.63B$1.46B$1.47B$1.28B$1.29B$1.10B$1.01B$982M$898M$783M$849M
Net Income TTM $702M$441M$350M$432M$353M$287M$244M$196M$247M$159M$116M$121M
Market Cap $8.74B$5.51B$4.06B$4.04B$5.14B$3.31B$3.37B$2.99B$3.59B$3.83B$2.30B$2.59B
Enterprise Value ··$328M·······$1.49B·
P/E 12.412.611.69.414.711.613.815.514.524.019.121.5
P/S 3.33.42.82.74.02.63.13.03.74.32.93.1
P/B 1.11.61.31.51.61.11.31.31.62.01.21.6
P / Tangible Book 1.61.71.41.71.71.2······
P / Cash Flow 8.524.58.65.29.68.99.910.111.012.910.910.6
P / FCF 8.927.49.15.610.310.612.512.512.415.614.613.0
EV / EBITDA ··········-544.7·
EV / FCF ··0.7·······9.4·
EV / Revenue ··0.2·······1.9·
Dividend Yield 1.6%1.4%1.8%1.8%1.3%1.8%1.8%1.9%1.5%1.3%2.0%1.6%
Earnings Yield 8.1%8.0%8.6%10.6%6.8%8.6%7.2%6.5%6.9%4.2%5.2%4.7%
Payout Ratio 19.3%17.5%21.2%16.7%18.9%21.0%24.4%29.8%21.0%30.9%39.6%34.3%
Annual Payout $136M$77M$74M$72M$67M$60M$59M$58M$52M$49M$46M$41M

Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

16
Kennzahl 2025-12-312024-12-312023-12-312022-12-312021-12-31
Nettoergebnis $702M $441M $350M $432M $353M
Verwässerte EPS $9.29 $8.99 $7.18 $8.86 $7.24

Institutionelle Eigentümer (13F) 506 Einreicher · $10.9B gesamt · Stand 30. September 2026

17

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 506
Gehaltener Wert $10.9B
Neue Positionen 80
Geschlossene Positionen 48
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
80 (-1 vs. Vorquartal) 48 (+23 vs. Vorquartal) 172 (+14 vs. Vorquartal) 143 (-6 vs. Vorquartal) +2.7M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
BlackRock, Inc. $1.458.386.407 10.215.651 13,34% Aktien
VANGUARD GROUP INC $884.056.401 7.684.774 8,09% Aktien
UMB Bank, n.a. $667.397.718 4.674.963 6,11% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $601.465.439 4.213.123 5,50% Aktien
STATE STREET CORP $591.787.841 4.133.285 5,42% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $446.887.053 3.130.338 4,09% Aktien
DIMENSIONAL FUND ADVISORS LP $432.681.984 3.030.849 3,96% Aktien
FMR LLC $381.406.990 2.671.666 3,49% Aktien
GEODE CAPITAL MANAGEMENT, LLC $294.834.134 2.064.907 2,70% Aktien
WELLINGTON MANAGEMENT GROUP LLP $240.871.381 1.687.247 2,20% Aktien
NEUBERGER BERMAN GROUP LLC $223.025.381 1.562.240 2,04% Aktien
EARNEST PARTNERS LLC $177.369.307 1.242.430 1,62% Aktien
GOLDMAN SACHS GROUP INC $177.277.844 1.241.789 1,62% Aktien
Allspring Global Investments Holdings, LLC $166.908.783 1.145.958 1,53% Aktien
AMERICAN CENTURY COMPANIES INC $149.315.726 1.045.921 1,37% Aktien
ALLIANCEBERNSTEIN L.P. $146.695.238 1.300.605 1,34% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $137.710.007 964.626 1,26% Aktien
CITADEL ADVISORS LLC $134.664.081 943.290 1,23% Aktien
MORGAN STANLEY $134.054.606 939.019 1,23% Aktien
NORTHERN TRUST CORP $132.322.674 926.889 1,21% Aktien
FIRST TRUST ADVISORS LP $130.623.973 914.990 1,20% Aktien
BANK OF AMERICA CORP /DE/ $129.152.529 904.683 1,18% Aktien
VICTORY CAPITAL MANAGEMENT INC $128.543.673 900.418 1,18% Aktien
Nuveen, LLC $109.019.991 763.660 1,00% Aktien
NORGES BANK $100.691.769 705.322 0,92% Aktien
Clearbridge Investments, LLC $99.878.389 699.624 0,91% Aktien
PRINCIPAL FINANCIAL GROUP INC $99.194.789 694.836 0,91% Aktien
Global Alpha Capital Management Ltd. $98.550.797 690.325 0,90% Aktien
Bank of New York Mellon Corp $78.409.613 549.240 0,72% Aktien
JOHNSON INVESTMENT COUNSEL INC $71.484.549 500.732 0,65% Aktien
VANGUARD FIDUCIARY TRUST CO $67.901.510 475.634 0,62% Aktien
CAPTRUST FINANCIAL ADVISORS $61.150.810 428.347 0,56% Aktien
Junto Capital Management LP $58.923.762 412.747 0,54% Aktien
NEUMEIER POMA INVESTMENT COUNSEL LLC $58.645.380 410.797 0,54% Aktien
SCHRODER INVESTMENT MANAGEMENT GROUP $57.000.285 401.467 0,52% Aktien
CONGRESS ASSET MANAGEMENT CO $56.625.272 396.647 0,52% Aktien
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $52.005.611 364.287 0,48% Aktien
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $50.399.276 353.035 0,46% Aktien
EMERALD ADVISERS, LLC $49.350.233 345.687 0,45% Aktien
FRANKLIN RESOURCES INC $48.625.485 340.610 0,44% Aktien
SYSTEMATIC FINANCIAL MANAGEMENT LP $48.463.725 339.475 0,44% Aktien
NFJ INVESTMENT GROUP, LLC $47.025.716 329.404 0,43% Aktien
RAYMOND JAMES FINANCIAL INC $46.316.771 324.438 0,42% Aktien
JPMORGAN CHASE & CO $43.970.495 306.503 0,40% Aktien
AQR CAPITAL MANAGEMENT LLC $41.817.751 295.887 0,38% Aktien
Azora Capital LP $39.240.584 274.871 0,36% Aktien
Holocene Advisors, LP $37.463.507 262.423 0,34% Aktien
FEDERATED HERMES, INC. $36.539.136 255.948 0,33% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $36.291.020 254.210 0,33% Aktien
Fisher Asset Management, LLC $34.712.664 243.154 0,32% Aktien

Alle 506 institutionellen Eigentümer anzeigen →

Aktivisten & 5%+-Eigentümer 6 Beteiligungen

18

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
J MARINER KEMPER ×2 Einreichungen 23. März 2026 4,81% Änderung Kapitalstruktur SEC
J. Mariner Kemper ×2 Einreichungen 30. April 2024 · Erste Einreichung M&A / Verkauf SEC
Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 Einreichungen 22. Dezember 2016 · Erste Einreichung · SEC
IRS Identification Nos. of above persons (entities only) Thomas J. Wood III 29. August 2007 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter 23. Dezember 2004 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter 17. Juni 2004 · Erste Einreichung · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Unternehmensinsider 92 Insider · 53 Führungskräfte · 38 Direktoren

19
Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
J. Mariner Kemper Chairman and CEO 11. Februar 2026 F 328.710 0 4 $-4.168.790
Andrew J Iseman CEO of Subsidiary 14. März 2017 F 5.442 0 0 $0
Christian N Hoffman III President & CEO of affiliate 22. Dezember 2004 A 316 0 0 $0
Crosby R Kemper III Chairman & CEO 21. Mai 2004 M 9.597 0 0 $0
Ram Shankar Chief Financial Officer 11. Februar 2026 F 32.389 0 0 $0
Daniel C Stevens CFO 16. Dezember 2003 A · 0 0 $0
James D Rine President 9. Juni 2026 S 61.446 0 3 $-1.508.354
Phillip James Mason President, Inst. Banking 11. Februar 2026 F 9.694 0 0 $0
Nikki Farentino Newton President, Private Wealth Mgmt 11. Februar 2026 F 13.981 0 1 $-137.917
Elizabeth Theresa Lewis President - Consumer Banking 9. Februar 2026 F 4.714 0 0 $0
Abigail M Wendel President - Consumer Banking 13. März 2024 M 15.217 0 0 $0
Martin Dominic Karaba President, Commercial Banking 13. Februar 2023 F 8.284 0 0 $0
Michael D Hagedorn President of Subsidiary 3. Oktober 2018 S 50.251 0 0 $0
Anthony J Fischer President UMB Fund Services 12. Februar 2018 F 7.260 0 0 $0
Peter J Desilva President and COO 10. Juni 2015 M 111.091 0 0 $0
Craig L Anderson President - Commercial Banking 26. Januar 2015 F 17.905 0 0 $0
James A Sangster President of Subsidiary 22. Januar 2013 F 35.221 0 0 $0
Royce M Hammons President of Oklahoma Region 11. Januar 2005 M 1.076 0 0 $0
John Zader EVP and COO of subsidiary 12. März 2014 M 13.975 0 0 $0
Uma Wilson Executive Vice President 10. Juni 2026 M 24.415 0 1 $-122.672
Amy Harris EVP and Chief Legal Officer 11. Februar 2026 F 7.849 0 0 $0
David Carl Odgers Chief Accounting Officer 11. Februar 2026 F 6.648 0 0 $0
Robert Brian Beaird Chief Human Resource Officer 11. Februar 2026 F 10.543 0 0 $0
Shannon Andresen Johnson Chief Administrative Officer 11. Februar 2026 F 34.775 0 0 $0
Thomas S Terry Chief Credit Officer 11. Februar 2026 F 36.402 0 0 $0
Stacy H King Chief Risk Officer 31. Dezember 2025 F 8.955 0 0 $0
John Pauls EVP & General Counsel 11. Dezember 2024 G 6.183 0 0 $0
James Cornelius Executive Vice President 15. Februar 2023 S 6.468 0 0 $0
Walker J Brian Chief Accounting Officer 27. Januar 2020 F 3.074 0 0 $0
Jennifer M Payne Sr. Vice President 1. November 2019 M 9.288 0 0 $0
Dana H Abraham Executive Vice President 13. Februar 2019 A 11.268 0 0 $0
Jay Benjamin Morris Executive Vice President 13. Februar 2019 A 9.412 0 0 $0
Christian R Swett EVP/Chief Credit Officer 12. Februar 2018 F 9.356 0 0 $0
Scott A Stengel EVP and General Counsel 5. Februar 2016 A 7.264 0 0 $0
David D King EVP/Chief Risk Officer 1. Dezember 2015 M 9.646 0 0 $0
Christine L Pierson EVP of Subsidiary 26. Januar 2015 F 9.075 0 0 $0
Daryl S Hunt EVP of Subsidiary 26. Januar 2015 F 9.686 0 0 $0
Lawrence G Smith Executive Vice President 26. Januar 2015 F 6.347 0 0 $0
Clyde F Wendel Vice Chairman of Subsidiary 17. Januar 2014 F 11.216 0 0 $0
Dennis R Rilinger EVP and General Counsel 17. Januar 2014 F 14.374 0 0 $0
Stephen M Kitts EVP of Subsidiary 22. Januar 2013 F 4.684 0 0 $0
Douglas F Page EVP of Subsidiary 22. Januar 2013 F 50.895 0 0 $0
Bradley J Smith EVP of Subsidiary 19. April 2011 F 8.800 0 0 $0
Peter J Genovese Vice Chairman 19. April 2010 F 24.518 0 0 $0
James C Thompson JR EVP of Subsidiary 21. Januar 2008 F 8.992 0 0 $0
Christopher G Treece Sr VP and Controller 13. Dezember 2006 A · 0 0 $0
Joseph J Gazzoli EVP - Subsidiary 19. April 2006 A 2.561 0 0 $0
Vincent J Ciavardini Vice Chairman 19. April 2006 A 3.298 0 0 $0
Mark A Schmidtlein Vice Chairman - Subsidiary 28. Oktober 2005 M 5.063 0 0 $0
Darren D Herrmann Sr. Vice President - Treasurer 22. Dezember 2004 A · 0 0 $0
Shella Kemper Dietrich Executive Vice President 17. Mai 2004 M 14.677 0 0 $0
Dennis G Powell EVP - Subsidiary 16. Dezember 2003 A · 0 0 $0
James D Matteoni Chief Information Officer 16. Dezember 2003 A · 0 0 $0
Kevin Charles Gallagher Direktor 10. Juni 2026 S 12.223 0 3 $-151.722
Brad J. Henderson Direktor 1. Mai 2026 A 1.821 0 0 $0
Margaret Lazo Direktor 1. Mai 2026 A 4.562 0 0 $0
Janine Davidson Direktor 1. Mai 2026 A 4.942 0 0 $0
Tamara Peterman Direktor 1. Mai 2026 A 10.255 2 0 $39.373
Jennifer K Hopkins Direktor 1. Mai 2026 A 6.816 0 0 $0
Susan G Murphy Direktor 1. Mai 2026 A 12.012 0 0 $0
Lansford E. Gordon Direktor 1. Mai 2026 A 8.864 0 0 $0
Timothy R. Murphy Direktor 1. Mai 2026 A 27.576 0 0 $0
Leroy James Williams Jr Direktor 1. Mai 2026 A 7.696 0 0 $0
Greg M Graves Direktor 1. Mai 2026 A 39.786 2 0 $56.217
Joshua L Sosland Direktor 1. Mai 2026 A 14.612 0 0 $0
Kris A Robbins Direktor 1. Mai 2026 A 4.791 0 0 $0
Robin C Beery Direktor 1. Mai 2026 A 8.259 0 0 $0
John K Schmidt Direktor 1. Mai 2026 A 33.370 0 0 $0
Alexander C Kemper Direktor 27. Januar 2023 A 9.279 0 0 $0
Paul Uhlmann III Direktor 29. Januar 2021 A 16.835 0 0 $0
Dylan Taylor Direktor 1. Februar 2019 A 1.389 0 0 $0
Terrence P Dunn Direktor 27. Januar 2017 A 18.382 0 0 $0
Thomas D Sanders Direktor 30. Januar 2015 A 6.956 0 0 $0
Thomas J Wood III Direktor 30. Januar 2015 A 508.744 0 0 $0
Warner L Baxter Direktor 30. Januar 2015 A 1.329 0 0 $0
David R Bradley JR Direktor 31. Januar 2014 A 15.883 0 0 $0
John H Mize JR Direktor 27. Januar 2012 A 2.400 0 0 $0
Theodore M Armstrong Direktor 27. Januar 2011 A 5.964 0 0 $0
Jon Wefald DR Direktor 1. Mai 2009 P 10.100 0 0 $0
Richard Harvey Direktor 24. Januar 2008 A 864 0 0 $0
Michael J Chesser Direktor 25. Januar 2007 A 211 0 0 $0
Alan H Bell Direktor 14. Dezember 2004 S 52.443 0 0 $0
Thomas E Beal Direktor 1. Dezember 2004 S 15.118 0 0 $0
Alan W Rolley Direktor 12. November 2004 G 146.064 0 0 $0
Jack E Webster JR Direktor 11. Mai 2004 G 59.289 0 0 $0
William L Bishop Direktor 30. September 2003 P 405 0 0 $0
Mary Lynn Oliver Direktor 11. August 2003 S 83.928 0 0 $0
Crosby R Kemper JR 10%-Eigentümer 26. November 2012 S 395.989 0 0 $0
Kevin M Macke · 11. März 2021 M 8.576 0 0 $0
Nancy Buese · 27. Januar 2017 A 5.885 0 0 $0
Terry W D'Amore · 22. Januar 2013 F 12.390 0 0 $0
Herman R Sutherland · 11. August 2003 P 2.536 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

ETF-Besitz Gehalten von 73 ETFs

20

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
CSMD · Professionally Managed Portfolios 2,22% 69.028 NS 31. Juli 2026 N-PORT
IAT · iShares Trust 1,66% 77.519 SH 11. September 2026 Täglich
EPSV · Harbor ETF Trust 1,58% 659 NS 31. Juli 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1,17% 44.511 SH 1. Oktober 2026 Täglich
SDVD · First Trust Exchange-Traded Fund IV 0,98% 60.965 NS 31. Juli 2026 N-PORT
DPST · Direxion Shares ETF Trust 0,93% 27.387 NS 31. Juli 2026 N-PORT
VAMO · Cambria ETF Trust 0,91% 6.768 NS 31. Juli 2026 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 0,64% 150.621 1. Oktober 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,62% 59.158 SH 19. August 2026 Täglich
IVOV · VANGUARD ADMIRAL FUNDS 0,59% 61.319 SH 19. August 2026 Täglich
DFSV · Dimensional ETF Trust 0,42% 239.223 NS 31. Juli 2026 N-PORT
EBIT · Harbor ETF Trust 0,40% 326 NS 31. Juli 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,35% 7.052 SH 1. Oktober 2026 Täglich
RSSL · Global X Funds 0,35% 35.377 NS 31. Juli 2026 N-PORT
IWM · iShares Trust 0,34% 1.907.714 SH 11. September 2026 Täglich
DFAT · Dimensional ETF Trust 0,33% 328.287 NS 31. Juli 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,32% 424.997 SH 19. August 2026 Täglich
PGX · Invesco Exchange-Traded Fund Trust … 0,32% 444.711 1. Oktober 2026 Täglich
QVMM · Invesco Exchange-Traded Fund Trust … 0,31% 9.529 SH 1. Oktober 2026 Täglich
PTMC · Pacer Funds Trust 0,29% 7.905 NS 31. Juli 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,29% 4.539 NS 31. Juli 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,28% 115.446 SH 19. August 2026 Täglich
BKMC · BNY Mellon ETF Trust 0,28% 12.298 NS 31. Juli 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,26% 54.517 SH 1. Oktober 2026 Täglich
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 21.645 NS 31. Juli 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,22% 38.603 NS 31. Juli 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,22% 1.048 NS 31. Juli 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,22% 30.070 NS 31. Juli 2026 N-PORT
DFAS · Dimensional ETF Trust 0,21% 223.823 NS 31. Juli 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,21% 995.423 SH 19. August 2026 Täglich
ESML · iShares Trust 0,18% 35.271 SH 11. September 2026 Täglich
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,17% 6.909 NS 31. Juli 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,17% 16.140 SH 1. Oktober 2026 Täglich
PFF · iShares Trust 0,15% 738.426 SH 11. September 2026 Täglich
VFVA · VANGUARD WELLINGTON FUND 0,15% 9.146 SH 19. August 2026 Täglich
IYG · iShares Trust 0,14% 21.680 SH 11. September 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,12% 819.530 SH 19. August 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,12% 1.568.242 SH 19. August 2026 Täglich
VFH · VANGUARD WORLD FUND 0,12% 117.798 SH 19. August 2026 Täglich
FNCL · FIDELITY COVINGTON TRUST 0,12% 19.001 NS 31. Juli 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,11% 126.162 1. Oktober 2026 Täglich
WSML · iShares Trust 0,10% 4.692 SH 11. September 2026 Täglich
TILT · FlexShares Trust 0,09% 14.220 NS 31. Juli 2026 N-PORT
DXUV · Dimensional ETF Trust 0,09% 3.408 NS 31. Juli 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,09% 1.003 NS 31. Juli 2026 N-PORT
IWO · iShares Trust 0,06% 60.978 SH 11. September 2026 Täglich
DFUV · Dimensional ETF Trust 0,06% 62.374 NS 31. Juli 2026 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0,05% 6.327 SH 19. August 2026 Täglich
DCOR · Dimensional ETF Trust 0,05% 11.027 NS 31. Juli 2026 N-PORT
DFAC · Dimensional ETF Trust 0,05% 154.524 NS 31. Juli 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,04% 403.481 SH 19. August 2026 Täglich
VYM · VANGUARD WHITEHALL FUNDS 0,04% 287.358 SH 19. August 2026 Täglich
PFM · Invesco Exchange-Traded Fund Trust 0,04% 2.163 SH 1. Oktober 2026 Täglich
IUSV · iShares Trust 0,03% 62.701 SH 11. September 2026 Täglich
DGRO · iShares Trust 0,03% 84.400 SH 11. September 2026 Täglich
DFSU · Dimensional ETF Trust 0,03% 4.083 NS 31. Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,02% 18.291 NS 31. Juli 2026 N-PORT
ESGV · VANGUARD WORLD FUND 0,02% 16.265 SH 19. August 2026 Täglich
DFUS · Dimensional ETF Trust 0,02% 22.136 NS 31. Juli 2026 N-PORT
IYY · iShares Trust 0,01% 3.115 SH 11. September 2026 Täglich
IWV · iShares Trust 0,01% 20.081 SH 11. September 2026 Täglich
ITOT · iShares Trust 0,01% 93.308 SH 11. September 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,01% 2.171.351 SH 19. August 2026 Täglich
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 69.406 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,01% 6.120 SH 19. August 2026 Täglich
SMDX · Tidal Trust III 0,01% 59 NS 31. Juli 2026 N-PORT
IJH · iShares Trust · 2.505.769 SH 11. September 2026 Täglich
IJJ · iShares Trust · 364.172 SH 31. August 2026 Täglich
IWN · iShares Trust · 640.304 SH 11. September 2026 Täglich
XJH · iShares Trust · 9.757 SH 8. September 2026 Täglich
ISCB · iShares Trust · 3.090 SH 11. September 2026 Täglich
ISCV · iShares Trust · 15.302 SH 11. September 2026 Täglich
SMLF · iShares Trust · 40.004 SH 11. September 2026 Täglich

UMBF Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

21
Bewertung · 21 Analysten KAUF
Median-Ziel $168.50 +28,7%
4 19,0% Starker Kauf
14 66,7% Kauf
3 14,3% Halten
0 0,0% Verkauf
0 0,0% Starker Verkauf

12-Monats-Kursziel

16 Analysten · 2026-09-27

Mittelwert-Ziel $169.12 +29,2%

← Unter allen Zielen Aktueller Preis $130.94
Tief$155.00 Mittelwert$169.12 Hoch$190.00

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

22

FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
UMBF $8.74B 12.4 62.8% 26.5% 9.4% ·
PNFP $7.41B 11.8 18.3% 31.2% 9.5% ·
FHN $11.59B 12.8 7.2% 28.7% 11.1% ·
WTFC $9.36B 12.3 5.9% 310.1% 11.4% ·
ZION $8.64B 9.7 3.6% 135.8% 13.1% ·
SSB $9.33B 12.0 56.1% 29.8% 8.9% ·
CFR · 12.8 8.3% 29.0% 14.8% ·
ONB $8.69B 12.5 · 26.5% 8.1% ·
WAL · 9.6 99.7% 713.6% 13.5% ·
COLB $8.26B 12.2 18.8% 310.7% 8.5% ·
PB $6.43B 12.1 4.8% 43.4% 7.1% ·

Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen

23
American Century Mid Cap Growth Impact bricht unter den 200-Tage-Durchschnittskurs – Bemerkenswert für MID Nasdaq · 4 Monate, 3 Wochen vor

Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis

25
BOUNCE_UP Stop-Loss ausgelöst Okt 13
Risiko 1 Belohnung 1,50
Einstieg $115.20 R:R 1,50

Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

26

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.

Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.

Quelle: SEC 10-Q eingereicht Apr 30, 2026