UMBFO UMB Financial Corporation - Depositary Shares Each Representing a 1/400th Interest in a Share of 7.750% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B

NASDAQ · Banking · Ver en SEC EDGAR ↗
$26,70
Precio · Ago 18, 2026
Fundamentales a fecha de Jul 30, 2026

Acerca de UMB Financial Corporation - Depositary Shares Each Representing a 1/400th Interest in a Share of 7.750% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B Descripción general de la empresa de Wikipedia

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.

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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.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

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UMBFO Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$26.70
Capitalización Bursátil
P/E (TTM)
BPA (TTM)
Ingresos (TTM)
Rendimiento div.
ROE
Deuda/Capital
Rango 52S
$26 – $28

UMBFO Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto
BPA
Flujo de caja libre
Márgenes

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
UMBFO
Mediana de Pares

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
Ratio de Pago
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
30 de junio de 2026$0,4840
31 de marzo de 2026$0,4840
31 de diciembre de 2025$0,4840
30 de septiembre de 2025$0,6600

UMBFO Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 19 analistas
  • Compra fuerte 4 21,1%
  • Compra 12 63,2%
  • Mantener 3 15,8%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.16%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $3.56 $3.19 0.37%
31 de marzo de 2026 $3.35 $2.86 0.49%
31 de diciembre de 2025 $2.74 $2.60 0.14%
30 de septiembre de 2025 $2.36 $2.50 -0.14%
30 de junio de 2025 $2.82 $2.44 0.38%
31 de marzo de 2025 $1.94 $2.24 -0.30%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
UMBFO
EWBC $15.46B 11.8 12.2% 45.2% 15.5%
PNFP $7.41B 11.8 18.3% 31.2% 9.5%
WBS 10.7 11.9%
FHN $11.59B 12.8 7.2% 28.7% 11.1%
UMBF $8.74B 12.4 62.8% 26.5% 9.4%
WTFC $9.36B 12.3 5.9% 310.1% 11.4%
SSB $9.33B 12.0 56.1% 29.8% 8.9%
CFR 12.8 8.3% 29.0% 14.8%
ZION $8.64B 9.7 3.6% 135.8% 13.1%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

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Propietarios institucionales (13F) 3 declarantes · $40K total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
1 (0 vs trimestre anterior) 0 (-2 vs trimestre anterior) 1 (+1 vs trimestre anterior) 1 (+1 vs trimestre anterior) +1K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $26 370 1 000 66,67% Acciones
First Command Advisory Services, Inc. $8 728 325 22,07% Acciones
PNC Financial Services Group, Inc. $4 457 169 11,27% Acciones

Informantes de la empresa 11 insiders · 6 directivos · 1 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Ram Shankar Chief Financial Officer 17 de agosto de 2026 S 30 389 0 1 $-303 220
Phillip James Mason President, Inst. Banking 4 de agosto de 2026 S 8 894 0 1 $-117 600
Nikki Farentino Newton President, Private Wealth Mgmt 4 de agosto de 2026 S 11 981 0 2 $-297 200
Thomas S Terry Chief Credit Officer 17 de agosto de 2026 S 30 689 0 1 $-867 062
Uma Wilson Executive Vice President 4 de agosto de 2026 S 20 270 0 1 $-613 460
Robert Brian Beaird Chief Human Resource Officer 31 de julio de 2026 S 8 943 0 1 $-231 040
Kevin Charles Gallagher Consejero 31 de julio de 2026 S 11 863 0 1 $-52 247
Susan G Murphy 6 de agosto de 2026 S 10 635 0 2 $-200 429
David Carl Odgers 5 de agosto de 2026 S 6 538 0 1 $-21 358
J. Mariner Kemper 4 de agosto de 2026 S 1 491 138 0 2 $-2 855 994
Joseph J Gazzoli 25 de junio de 2004 A 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 5 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PFFV · Global X Funds 1,63% 185 274 NS 31 de mayo de 2026 N-PORT
QTPI · Exchange Place Advisors Trust 0,64% 18 450 NS 31 de mayo de 2026 N-PORT
PQDI · Principal Exchange-Traded Funds 0,43% 11 400 NS 30 de junio de 2026 N-PORT
PFFD · Global X Funds 0,26% 212 056 NS 31 de mayo de 2026 N-PORT
GPRF · Goldman Sachs ETF Trust 0,11% 3 482 NS 31 de mayo de 2026 N-PORT