UMBF UMB Financial Corporation - Common Stock

NASDAQ · Banking · Lihat di SEC EDGAR ↗
$146,78
Harga · Agu 20, 2026
Fundamental per Apr 30, 2026
Rentang 52M
$103–$153
87% of range
Peringkat Analis
BUY
19 analysts
Target Harga
$167
+14% upside
P/E (TTM)
15.8
ROE
9.4%
Margin Laba Bersih
26.5%

Tentang UMB Financial Corporation - Common Stock Tinjauan perusahaan dari 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.

Baca selengkapnya

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

UMBF Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$146.78
Kapitalisasi Pasar
$11.15B
P/E (TTM)
15.8
EPS (TTM)
$9.29
Pendapatan (TTM)
—
Imbal Hasil Dividen
1.2%
ROE
9.4%
D/E Utang/Ekuitas
—
Rentang 52M
$103 – $153

UMBF Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih —
EPS $9.29
10-point trend, +188.5%
2016-12-31 → 2025-12-31
Arus Kas Bebas $978M
10-point trend, +298.3%
2016-12-31 → 2025-12-31
Margin 26.5%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
UMBF
Median Rekan
P/E (TTM)
5-point trend, -15.5%
15.8
12.1
P/S (TTM)
5-point trend, -17.8%
4.2
2.3
P/B
5-point trend, -30.5%
1.4
1.1
Price / FCF (Harga / FCF)
5-point trend, -13.0%
11.4
—

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
UMBF
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -3.8%
26.5%
28.3%
ROA
5-point trend, +22.6%
1.1%
1.2%
ROE
5-point trend, -16.8%
9.4%
11.1%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
UMBF
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
UMBF
Median Rekan
Revenue YoY (Pendapatan YoY)
62.8%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
21.8%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
15.5%
—
EPS YoY
5-point trend, +28.3%
3.3%
—
Net Income YoY (Laba Bersih YoY)
5-point trend, +99.0%
59.2%
—

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
UMBF
Median Rekan
EPS (Diluted)
5-point trend, +28.3%
$9.29
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
UMBF
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +2.1%
19.3%
—

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
1.2%
Rasio Pembayaran Dividen
19.3%
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
10 Juni 2026$0,4300
10 Maret 2026$0,4300
10 Des. 2025$0,4300
10 Sep. 2025$0,4000
10 Juni 2025$0,4000
10 Maret 2025$0,4000
10 Des. 2024$0,4000
10 Sep. 2024$0,3900
10 Juni 2024$0,3900
8 Maret 2024$0,3900
8 Des. 2023$0,3900
8 Sep. 2023$0,3800
9 Juni 2023$0,3800
9 Maret 2023$0,3800
9 Des. 2022$0,3800
9 Sep. 2022$0,3700
9 Juni 2022$0,3700
9 Maret 2022$0,3700
9 Des. 2021$0,3700
9 Sep. 2021$0,3700

UMBF Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 19 analis
  • Beli Kuat 4 21,1%
  • Beli 12 63,2%
  • Tahan 3 15,8%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

13 analis · 2026-08-16
Target median $167.00 +13,8%
Target rata-rata $167.31 +14,0%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.16%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $3.56 $3.19 0.37%
31 Maret 2026 $3.35 $2.86 0.49%
31 Des. 2025 $2.74 $2.60 0.14%
30 Sep. 2025 $2.36 $2.50 -0.14%
30 Juni 2025 $2.82 $2.44 0.38%
31 Maret 2025 $1.94 $2.24 -0.30%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
UMBF $8.74B 12.4 62.8% 26.5% 9.4% —
EWBC $15.46B 11.8 12.2% 45.2% 15.5% —
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% —
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% —
ONB $8.69B 12.5 — 26.5% 8.1% —
WAL — 9.6 99.7% 713.6% 13.5% —

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 10
Data Laporan Laba Rugi Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +6548.7% · · $919M $224M $46M $77M $192M $122M $58M $28M $19M $14M
Interest Income 12-point trend, +821.8% $3.35B $2.17B $1.84B $1.14B $862M $808M $863M $732M $617M $523M $431M $364M
Pretax Income 12-point trend, +426.9% $875M $541M $422M $532M $429M $339M $286M $224M $236M $199M $128M $166M
Income Tax 12-point trend, +280.0% $173M $100M $72M $100M $76M $52M $42M $27M $53M $45M $32M $45M
Net Income 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
EPS (Basic) 12-point trend, +247.6% $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) 12-point trend, +250.6% $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) 12-point trend, +63.4% 73,259,082 48,747,814 48,503,643 48,340,922 48,271,462 48,137,791 48,779,263 49,334,937 49,223,661 48,828,313 47,126,252 44,844,578
Shares (Diluted) 12-point trend, +62.1% 73,670,643 49,056,956 48,763,820 48,747,399 48,738,292 48,343,750 49,089,877 49,770,737 49,839,290 49,277,055 47,579,334 45,445,283
EBITDA 2-point trend, +15.5% · · · · · · · · · $-2M $-3M ·
Neraca 17
Data Neraca Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +334.9% $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) 12-point trend, +54.5% $398M $222M $242M $264M $271M $293M $300M $284M $276M $289M $281M $258M
PP&E (Gross) 12-point trend, +88.4% $1.13B $913M $894M $876M $849M $835M $804M $758M $709M $701M $659M $598M
Goodwill 12-point trend, +777.1% $1.84B $207M $207M $207M $175M $181M $181M $181M $181M $181M $228M $210M
Intangibles 12-point trend, +1006.7% $487M $64M $71M $71M $14M $21M $28M $15M $20M $27M $47M $44M
Total Assets 12-point trend, +317.7% $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 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Total Liabilities 12-point trend, +312.4% $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 12-point trend, +5282.8% $474M $385M $383M $381M $272M $270M $70M $83M $79M $77M $86M $9M
Total Debt 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Common Stock 12-point trend, +42.9% $79M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M
Retained Earnings 12-point trend, +287.6% $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 12-point trend, -41.2% $165M $336M $343M $347M $323M $338M $278M $274M $212M $211M $212M $281M
AOCI 12-point trend, -2476.2% $-262M $-573M $-557M $-703M $126M $318M $83M $-96M $-46M $-58M $-4M $11M
Stockholders' Equity 12-point trend, +368.0% $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 12-point trend, +317.7% $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 12-point trend, +66.8% 75,960,675 48,814,177 48,554,127 48,319,404 48,430,805 48,006,386 49,097,606 49,117,222 49,894,990 49,673,056 49,396,366 45,532,188
Arus Kas 19
Data Arus Kas Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +205.8% $142M $53M $59M $54M $56M $63M $56M $53M $55M $-2M $-3M $46M
Stock-based Comp 12-point trend, +290.7% $38M $23M $19M $21M $21M $15M $15M $11M $13M $12M $11M $10M
Deferred Tax 12-point trend, +823.0% $83M $-16M $-20M $-6M $-13M $-5M $-153.0K $-20M $60M $2M $-645.0K $-11M
Amort. of Intangibles 12-point trend, +667.0% $94M $8M $9M $5M $5M $7M $6M $6M $7M $9M $8M $12M
Other Non-cash 2-point trend, +36.8% · · · · · · · · · $125M $92M ·
Operating Cash Flow 12-point trend, +317.9% $1.03B $225M $473M $770M $534M $374M $340M $296M $327M $296M $212M $246M
CapEx 12-point trend, +8.5% $49M $20M $23M $52M $34M $60M $72M $58M $36M $51M $54M $45M
Investing Cash Flow 11-point trend, -322.5% $-5.62B $-3.26B $-1.27B $-3.85B $-4.24B $-4.49B $-2.99B $-1.75B $-479M $-1.50B $-1.33B ·
Debt Issued 8-point trend, +1967.7% · · · $110M · $200M $19M $4M $3M $2M $2M $5M
Net Debt Issued 9-point trend, -5426.2% $-200M · · $110M · $200M $14M $2M $1M $-10M $-8M $4M
Stock Issued $235M · · · · · · · · · · ·
Stock Repurchased 12-point trend, +207.1% $18M $8M $8M $32M $6M $64M $4M $77M $15M $16M $8M $6M
Net Stock Activity 12-point trend, +3888.8% $218M $-8M $-8M $-32M $-6M $-64M $-4M $-77M $-15M $-16M $-8M $-6M
Dividends Paid 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M
Financing Cash Flow 11-point trend, +2507.4% $3.92B $5.96B $4.77B $-4.58B $9.42B $5.95B $2.64B $1.41B $804M $1.45B $150M ·
Net Change in Cash 12-point trend, +14.9% $-677M $2.92B $3.97B $-7.66B $5.72B $1.83B $-5M $-42M $652M $245M $-968M $-795M
Taxes Paid 9-point trend, +38.2% $63M $77M $79M $102M $93M $34M $2M $63M $46M · · ·
Free Cash Flow 12-point trend, +391.5% $978M $201M $446M $718M $500M $313M $269M $239M $290M $246M $157M $199M
Levered FCF 10-point trend, -267.8% · · $-317M $536M $463M $248M $106M $132M $245M $224M $144M $189M
Profitabilitas 5
Data Profitabilitas Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +86.2% 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 12-point trend, +69.9% 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 2-point trend, +22.6% · · · · · · · · · -0.24% -0.31% ·
ROA 12-point trend, +62.9% 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 12-point trend, +26.8% 9.4% 12.6% 11.8% 16.6% 11.3% 9.8% 9.4% 8.8% 11.5% 8.0% 6.1% 7.4%
Likuiditas & Solvabilitas 1
Data Likuiditas & Solvabilitas Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Debt / Equity 2-point trend, +22230.8% · · 0.6 · · · · · · · 0.0 ·
Efisiensi 1
Data Efisiensi Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Saham 6
Data Per Saham Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +180.6% $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 12-point trend, +92.8% $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 12-point trend, +159.8% $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 12-point trend, +160.7% $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 12-point trend, +79.1% $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +250.6% $9.29 $8.99 $7.18 $8.86 $7.24 $5.93 $4.96 $3.93 $4.96 $3.22 $2.44 $2.65
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +9474.6% 62.8% 11.4% -0.41% 14.4% -0.67% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +416.4% 21.8% 8.3% 4.2% · · · · · · · · ·
Revenue CAGR 5Y 15.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -84.9% 3.3% 25.2% -19.0% 22.4% 22.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -75.8% 1.6% 7.5% 6.6% · · · · · · · · ·
EPS CAGR 5Y 9.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +154.9% 59.2% 26.1% -18.9% 22.3% 23.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +155.4% 17.6% 7.7% 6.9% · · · · · · · · ·
Net Income CAGR 5Y 19.6% · · · · · · · · · · ·
Dividend CAGR 5Y 17.6% · · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk UMBF
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +212.5% $2.65B $1.63B $1.46B $1.47B $1.28B $1.29B $1.10B $1.01B $982M $898M $783M $849M
Net Income TTM 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
Market Cap 12-point trend, +237.4% $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 2-point trend, -77.9% · · $328M · · · · · · · $1.49B ·
P/E 12-point trend, -42.3% 12.4 12.6 11.6 9.4 14.7 11.6 13.8 15.5 14.5 24.0 19.1 21.5
P/S 12-point trend, +8.0% 3.3 3.4 2.8 2.7 4.0 2.6 3.1 3.0 3.7 4.3 2.9 3.1
P/B 12-point trend, -27.9% 1.1 1.6 1.3 1.5 1.6 1.1 1.3 1.3 1.6 2.0 1.2 1.6
P / Tangible Book 6-point trend, +38.4% 1.6 1.7 1.4 1.7 1.7 1.2 · · · · · ·
P / Cash Flow 12-point trend, -19.9% 8.5 24.5 8.6 5.2 9.6 8.9 9.9 10.1 11.0 12.9 10.9 10.6
P / FCF 12-point trend, -31.4% 8.9 27.4 9.1 5.6 10.3 10.6 12.5 12.5 12.4 15.6 14.6 13.0
EV / EBITDA · · · · · · · · · · -544.7 ·
EV / FCF 2-point trend, -92.2% · · 0.7 · · · · · · · 9.4 ·
EV / Revenue 2-point trend, -88.2% · · 0.2 · · · · · · · 1.9 ·
Dividend Yield 12-point trend, -3.1% 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 12-point trend, +73.4% 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 12-point trend, -43.7% 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 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Laba Bersih $702M$441M$350M$432M$353M
EPS Dilusian $9.29$8.99$7.18$8.86$7.24
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas ——0.6——
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $978M$201M$446M$718M$500M

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

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Pemilik institusional (13F) 507 pengaju · $6.5B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
78 (-3 vs Kuartal sebelumnya) 47 (+22 vs Kuartal sebelumnya) 174 (+17 vs Kuartal sebelumnya) 134 (-12 vs Kuartal sebelumnya) +2.6M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD PORTFOLIO MANAGEMENT LLC $601.465.439 4.213.123 9,27% Saham
STATE STREET CORP $591.787.841 4.133.285 9,12% Saham
VANGUARD CAPITAL MANAGEMENT LLC $446.887.053 3.130.338 6,89% Saham
DIMENSIONAL FUND ADVISORS LP $406.448.998 2.847.080 6,26% Saham
FMR LLC $245.470.241 1.719.461 3,78% Saham
GEODE CAPITAL MANAGEMENT, LLC $243.576.870 1.705.862 3,75% Saham
WELLINGTON MANAGEMENT GROUP LLP $235.228.364 1.647.719 3,63% Saham
NEUBERGER BERMAN GROUP LLC $221.413.192 1.550.947 3,41% Saham
EARNEST PARTNERS LLC $177.369.307 1.242.430 2,73% Saham
AMERICAN CENTURY COMPANIES INC $149.315.726 1.045.921 2,30% Saham
ALLIANCEBERNSTEIN L.P. $146.695.238 1.300.605 2,26% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $137.704.868 964.590 2,12% Saham
CITADEL ADVISORS LLC $134.074.339 939.159 2,07% Saham
FIRST TRUST ADVISORS LP $130.623.973 914.990 2,01% Saham
VICTORY CAPITAL MANAGEMENT INC $128.543.673 900.418 1,98% Saham
UMB Bank, n.a. $104.810.395 734.172 1,62% Saham
NORGES BANK $100.691.769 705.322 1,55% Saham
Clearbridge Investments, LLC $99.878.389 699.624 1,54% Saham
PRINCIPAL FINANCIAL GROUP INC $98.924.972 692.946 1,52% Saham
Global Alpha Capital Management Ltd. $98.550.797 690.325 1,52% Saham
JOHNSON INVESTMENT COUNSEL INC $71.484.549 500.732 1,10% Saham
GOLDMAN SACHS GROUP INC $70.234.494 491.976 1,08% Saham
VANGUARD FIDUCIARY TRUST CO $67.901.510 475.634 1,05% Saham
CAPTRUST FINANCIAL ADVISORS $61.150.810 428.347 0,94% Saham
Junto Capital Management LP $58.923.762 412.747 0,91% Saham
NEUMEIER POMA INVESTMENT COUNSEL LLC $58.645.380 410.797 0,90% Saham
CONGRESS ASSET MANAGEMENT CO $56.625.272 396.647 0,87% Saham
VANGUARD GROUP INC $52.237.823 454.084 0,81% Saham
EMERALD ADVISERS, LLC $49.350.233 345.687 0,76% Saham
SYSTEMATIC FINANCIAL MANAGEMENT LP $46.941.772 328.816 0,72% Saham
NFJ INVESTMENT GROUP, LLC $44.205.920 309.652 0,68% Saham
Azora Capital LP $39.240.584 274.871 0,60% Saham
Holocene Advisors, LP $37.463.507 262.423 0,58% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $36.291.020 254.210 0,56% Saham
Fisher Asset Management, LLC $34.712.664 243.154 0,54% Saham
EMERALD MUTUAL FUND ADVISERS TRUST $33.647.961 235.696 0,52% Saham
RHUMBLINE ADVISERS $33.463.632 234.405 0,52% Saham
ProShare Advisors LLC $32.243.773 225.860 0,50% Saham
Stieven Capital Advisors, L.P. $29.132.319 204.065 0,45% Saham
RAYMOND JAMES FINANCIAL INC $28.797.678 201.721 0,44% Saham
NEW YORK STATE COMMON RETIREMENT FUND $28.004.230 196.163 0,43% Saham
Nuveen, LLC $27.014.047 189.227 0,42% Saham
Qube Research & Technologies Ltd $26.464.849 185.380 0,41% Saham
Aristotle Capital Boston, LLC $25.886.538 181.329 0,40% Saham
WCM INVESTMENT MANAGEMENT, LLC $25.865.348 182.176 0,40% Saham
BlackRock, Inc. $24.448.364 171.255 0,38% Saham
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. $24.332.014 170.440 0,38% Saham
BANK OF AMERICA CORP /DE/ $22.888.139 160.326 0,35% Saham
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $20.808.269 145.757 0,32% Saham
Swiss National Bank $20.717.331 145.120 0,32% Saham
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $20.594.129 144.257 0,32% Saham
ENVESTNET ASSET MANAGEMENT INC $20.050.442 140.449 0,31% Saham
California Public Employees Retirement System $18.985.652 132.990 0,29% Saham
Gator Capital Management, LLC $18.480.282 129.450 0,28% Saham
FJ Capital Management LLC $18.199.901 127.486 0,28% Saham
STATE OF WISCONSIN INVESTMENT BOARD $16.806.564 117.726 0,26% Saham
Interval Partners, LP $16.539.460 115.855 0,25% Saham
STRS OHIO $16.517.332 115.700 0,25% Saham
Boston Trust Walden Corp $15.856.639 111.072 0,24% Saham
KENNEDY CAPITAL MANAGEMENT LLC $15.856.496 111.071 0,24% Saham
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15.098.583 105.762 0,23% Saham
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $13.098.230 91.750 0,20% Saham
THIRD AVENUE MANAGEMENT LLC $11.170.256 78.245 0,17% Saham
MetLife Investment Management, LLC $10.874.172 76.171 0,17% Saham
MILLENNIUM MANAGEMENT LLC $10.826.918 75.840 0,17% Saham
Retirement Systems of Alabama $10.545.253 73.867 0,16% Saham
SummitTX Capital, L.P. $10.422.622 73.008 0,16% Saham
AMERIPRISE FINANCIAL INC $10.075.552 70.564 0,16% Saham
VANGUARD ASSET MANAGEMENT, Ltd $10.032.031 70.272 0,15% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9.832.807 87.178 0,15% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9.811.895 68.730 0,15% Saham
Vest Financial, LLC $8.688.802 60.863 0,13% Saham
TWO SIGMA INVESTMENTS, LP $7.770.855 54.433 0,12% Saham
Karl Kapital LLC $7.426.232 52.019 0,11% Saham
Swedbank AB $7.423.520 52.000 0,11% Saham
BROWN ADVISORY INC $7.402.820 51.855 0,11% Saham
NICOLET BANKSHARES INC $7.360.277 51.557 0,11% Saham
Hillsdale Investment Management Inc. $7.289.326 51.060 0,11% Saham
Freestone Grove Partners LP $7.160.842 50.160 0,11% Saham
BARCLAYS PLC $6.961.119 48.761 0,11% Saham
Horizon Investments, LLC $6.881.032 48.200 0,11% Saham
PALISADE CAPITAL MANAGEMENT, LP $6.797.375 47.614 0,10% Saham
Midwest Trust Co $6.721.284 47.081 0,10% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6.619.924 46.371 0,10% Saham
LPL Financial LLC $6.619.556 46.368 0,10% Saham
JONES FINANCIAL COMPANIES LLLP $6.523.563 45.018 0,10% Saham
OSAIC HOLDINGS, INC. $6.371.231 44.629 0,10% Saham
Channing Capital Management, LLC $6.285.295 44.027 0,10% Saham
B. Metzler seel. Sohn & Co. AG $6.264.594 43.882 0,10% Saham
Petiole USA ltd $6.084.717 42.622 0,09% Saham
Ceredex Value Advisors LLC $6.074.438 42.550 0,09% Saham
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $6.070.869 42.525 0,09% Saham
Legal & General Group Plc $5.964.798 41.782 0,09% Saham
MidWestOne Financial Group, Inc. $5.931.117 51.557 0,09% Saham
GHP Investment Advisors, Inc. $5.497.358 48.740 0,08% Saham
PRUDENTIAL PLC $5.444.724 38.139 0,08% Saham
Vanguard Global Advisers, LLC $5.222.589 36.583 0,08% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $5.047.000 35.355 0,08% Saham
BRANT POINT INVESTMENT MANAGEMENT LLC $5.030.149 35.235 0,08% Saham
TUDOR INVESTMENT CORP ET AL $4.927.076 34.513 0,08% Saham

Orang dalam perusahaan 92 orang dalam · 53 pejabat · 38 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
J. Mariner Kemper Chairman and CEO 11 Feb. 2026 F 328.710 0 9 $-4.730.174
Andrew J Iseman CEO of Subsidiary 14 Maret 2017 F 5.442 0 0 $0
Christian N Hoffman III President & CEO of affiliate 22 Des. 2004 A 316 0 0 $0
Crosby R Kemper III Chairman & CEO 21 Mei 2004 M 9.597 0 0 $0
Ram Shankar Chief Financial Officer 11 Feb. 2026 F 32.389 0 0 $0
Daniel C Stevens CFO 16 Des. 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 Feb. 2026 F 9.694 0 1 $-90.728
Nikki Farentino Newton President, Private Wealth Mgmt 11 Feb. 2026 F 13.981 0 1 $-137.917
Elizabeth Theresa Lewis President - Consumer Banking 9 Feb. 2026 F 4.714 0 0 $0
Abigail M Wendel President - Consumer Banking 13 Maret 2024 M 15.217 0 0 $0
Martin Dominic Karaba President, Commercial Banking 13 Feb. 2023 F 8.284 0 0 $0
Michael D Hagedorn President of Subsidiary 3 Okt. 2018 S 50.251 0 0 $0
Anthony J Fischer President UMB Fund Services 12 Feb. 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 Jan. 2015 F 17.905 0 0 $0
James A Sangster President of Subsidiary 22 Jan. 2013 F 35.221 0 0 $0
Royce M Hammons President of Oklahoma Region 11 Jan. 2005 M 1.076 0 0 $0
John Zader EVP and COO of subsidiary 12 Maret 2014 M 13.975 0 0 $0
Uma Wilson Executive Vice President 10 Juni 2026 M 24.415 0 2 $-157.389
Amy Harris EVP and Chief Legal Officer 11 Feb. 2026 F 7.849 0 1 $-61.010
David Carl Odgers Chief Accounting Officer 11 Feb. 2026 F 6.648 0 0 $0
Robert Brian Beaird Chief Human Resource Officer 11 Feb. 2026 F 10.543 0 0 $0
Shannon Andresen Johnson Chief Administrative Officer 11 Feb. 2026 F 34.775 0 1 $-164.833
Thomas S Terry Chief Credit Officer 11 Feb. 2026 F 36.402 0 0 $0
Stacy H King Chief Risk Officer 31 Des. 2025 F 8.955 0 2 $-178.315
John Pauls EVP & General Counsel 11 Des. 2024 G 6.183 0 0 $0
James Cornelius Executive Vice President 15 Feb. 2023 S 6.468 0 0 $0
Walker J Brian Chief Accounting Officer 27 Jan. 2020 F 3.074 0 0 $0
Jennifer M Payne Sr. Vice President 1 Nov. 2019 M 9.288 0 0 $0
Dana H Abraham Executive Vice President 13 Feb. 2019 A 11.268 0 0 $0
Jay Benjamin Morris Executive Vice President 13 Feb. 2019 A 9.412 0 0 $0
Christian R Swett EVP/Chief Credit Officer 12 Feb. 2018 F 9.356 0 0 $0
Scott A Stengel EVP and General Counsel 5 Feb. 2016 A 7.264 0 0 $0
David D King EVP/Chief Risk Officer 1 Des. 2015 M 9.646 0 0 $0
Christine L Pierson EVP of Subsidiary 26 Jan. 2015 F 9.075 0 0 $0
Daryl S Hunt EVP of Subsidiary 26 Jan. 2015 F 9.686 0 0 $0
Lawrence G Smith Executive Vice President 26 Jan. 2015 F 6.347 0 0 $0
Clyde F Wendel Vice Chairman of Subsidiary 17 Jan. 2014 F 11.216 0 0 $0
Dennis R Rilinger EVP and General Counsel 17 Jan. 2014 F 14.374 0 0 $0
Stephen M Kitts EVP of Subsidiary 22 Jan. 2013 F 4.684 0 0 $0
Douglas F Page EVP of Subsidiary 22 Jan. 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 Jan. 2008 F 8.992 0 0 $0
Christopher G Treece Sr VP and Controller 13 Des. 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 Okt. 2005 M 5.063 0 0 $0
Darren D Herrmann Sr. Vice President - Treasurer 22 Des. 2004 A — 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 6 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
J MARINER KEMPER ×2 pengajuan 23 Maret 2026 4,81% Amandemen Struktur modal SEC
J. Mariner Kemper ×2 pengajuan 30 April 2024 — Pengajuan awal M&A / penjualan 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 pengajuan 22 Des. 2016 — Pengajuan awal — SEC
IRS Identification Nos. of above persons (entities only) Thomas J. Wood III 29 Agu 2007 — Pengajuan awal — SEC
Orang pelapor yang tidak diungkapkan 23 Des. 2004 — Pengajuan awal — SEC
Orang pelapor yang tidak diungkapkan 17 Juni 2004 — Pengajuan awal — 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.

Kepemilikan ETF Dimiliki oleh 100 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
NBSM · Neuberger Berman ETF Trust 1,99% 34.218 NS 31 Mei 2026 N-PORT
REGL · ProShares Trust 1,68% 214.143 NS 31 Mei 2026 N-PORT
IAT · iShares Trust 1,67% 76.876 SH 19 Agu 2026 Harian
EPSV · Harbor ETF Trust 1,38% 544 NS 30 April 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1,23% 42.933 SH 19 Agu 2026 Harian
DPST · Direxion Shares ETF Trust 1,05% 41.272 NS 30 April 2026 N-PORT
VAMO · Cambria ETF Trust 0,95% 6.264 NS 30 April 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,89% 59.010 NS 30 April 2026 N-PORT
IWN · iShares Trust 0,66% 639.813 SH 19 Agu 2026 Harian
PGF · Invesco Exchange-Traded Fund Trust 0,63% 156.445 19 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,62% 59.158 SH 19 Agu 2026 Harian
IVOV · VANGUARD ADMIRAL FUNDS 0,59% 61.319 SH 19 Agu 2026 Harian
DFSV · Dimensional ETF Trust 0,38% 225.533 NS 30 April 2026 N-PORT
EBIT · Harbor ETF Trust 0,38% 341 NS 30 April 2026 N-PORT
MIDE · DBX ETF Trust 0,38% 96 NS 29 Mei 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,37% 7.091 SH 19 Agu 2026 Harian
IWM · iShares Trust 0,35% 1.914.623 SH 19 Agu 2026 Harian
ISCV · iShares Trust 0,33% 15.196 SH 19 Agu 2026 Harian
QVMM · Invesco Exchange-Traded Fund Trust … 0,32% 9.481 SH 19 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,32% 424.997 SH 19 Agu 2026 Harian
FNK · First Trust Exchange-Traded AlphaDE… 0,31% 5.382 NS 30 April 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0,31% 434.651 19 Agu 2026 Harian
PRFZ · Invesco Exchange-Traded Fund Trust 0,29% 55.797 SH 19 Agu 2026 Harian
DFAT · Dimensional ETF Trust 0,29% 309.815 NS 30 April 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0,28% 6.004 NS 31 Mei 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,28% 115.446 SH 19 Agu 2026 Harian
RSSL · Global X Funds 0,28% 31.509 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,28% 15.845 NS 31 Mei 2026 N-PORT
BFOR · ALPS ETF Trust 0,27% 4.483 NS 31 Mei 2026 N-PORT
PTMC · Pacer Funds Trust 0,26% 8.192 NS 30 April 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,25% 12.099 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,24% 3.421 NS 31 Mei 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 24.142 NS 30 April 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,22% 16.582 NS 31 Mei 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,21% 995.423 SH 19 Agu 2026 Harian
MVV · ProShares Trust 0,20% 2.468 NS 31 Mei 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,20% 37.496 NS 30 April 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,20% 343.491 NS 31 Mei 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,19% 17.303 SH 19 Agu 2026 Harian
DFAS · Dimensional ETF Trust 0,19% 216.212 NS 30 April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,18% 29.071 NS 30 April 2026 N-PORT
ESML · iShares Trust 0,18% 35.003 SH 19 Agu 2026 Harian
MIDU · Direxion Shares ETF Trust 0,18% 1.182 NS 30 April 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,17% 192.955 NS 31 Mei 2026 N-PORT
ISCB · iShares Trust 0,16% 3.090 SH 19 Agu 2026 Harian
PFF · iShares Trust 0,15% 747.474 SH 19 Agu 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,15% 9.146 SH 19 Agu 2026 Harian
IYG · iShares Trust 0,15% 21.586 SH 19 Agu 2026 Harian
UMDD · ProShares Trust 0,14% 345 NS 31 Mei 2026 N-PORT
UWM · ProShares Trust 0,14% 2.676 NS 31 Mei 2026 N-PORT