UMBF UMB Financial Corporation - Common Stock

NASDAQ · Banking · Visualizza su SEC EDGAR ↗
$151,45
Prezzo · Ago 18, 2026
Fondamentali al Apr 30, 2026
Intervallo 52 sett.
$103–$153
97% of range
Rating Analisti
BUY
19 analysts
Prezzo Obiettivo
$167
+10% upside
P/E (TTM)
16.3
ROE
9.4%
Margine di Profitto Netto
26.5%

Informazioni su UMB Financial Corporation - Common Stock Panoramica della società da 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.

Leggi di più

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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

UMBF Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$151.44
Capitalizzazione di Mercato
$11.50B
P/E (TTM)
16.3
EPS (TTM)
$9.29
Ricavi (TTM)
—
Rendimento div.
1.2%
ROE
9.4%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$103 – $153

UMBF Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto —
EPS $9.29
10-point trend, +188.5%
2016-12-31 → 2025-12-31
Flusso di cassa libero $978M
10-point trend, +298.3%
2016-12-31 → 2025-12-31
Margini 26.5%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer
P/E (TTM)
5-point trend, -15.5%
16.3
12.1
P/S (TTM)
5-point trend, -17.8%
4.3
2.3
P/B
5-point trend, -30.5%
1.5
1.1
Price / FCF (Prezzo / FCF)
5-point trend, -13.0%
11.8
—

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer
Net Profit Margin (Margine di Profitto Netto)
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%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer
Revenue YoY (Ricavi YoY)
62.8%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
21.8%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
15.5%
—
EPS YoY
5-point trend, +28.3%
3.3%
—
Net Income YoY (Utile Netto YoY)
5-point trend, +99.0%
59.2%
—

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +28.3%
$9.29
—

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
UMBF
Mediana dei peer
Payout Ratio (Rapporto di Distribuzione Utili)
5-point trend, +2.1%
19.3%
—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
1.2%
Rapporto di Distribuzione Utili
19.3%
CAGR Dividendi 5Y
—
Data ex-dividendoImporto
10 Giugno 2026$0,4300
10 Marzo 2026$0,4300
10 Dicembre 2025$0,4300
10 Settembre 2025$0,4000
10 Giugno 2025$0,4000
10 Marzo 2025$0,4000
10 Dicembre 2024$0,4000
10 Settembre 2024$0,3900
10 Giugno 2024$0,3900
08 Marzo 2024$0,3900
08 Dicembre 2023$0,3900
08 Settembre 2023$0,3800
09 Giugno 2023$0,3800
09 Marzo 2023$0,3800
09 Dicembre 2022$0,3800
09 Settembre 2022$0,3700
09 Giugno 2022$0,3700
09 Marzo 2022$0,3700
09 Dicembre 2021$0,3700
09 Settembre 2021$0,3700

UMBF Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 19 analisti
  • Acquisto forte 4 21,1%
  • Compra 12 63,2%
  • Mantieni 3 15,8%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

13 analisti · 2026-08-16
Target mediano $167.00 +10,3%
Target medio $167.31 +10,5%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.16%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $3.56 $3.19 0.37%
31 Marzo 2026 $3.35 $2.86 0.49%
31 Dicembre 2025 $2.74 $2.60 0.14%
30 Settembre 2025 $2.36 $2.50 -0.14%
30 Giugno 2025 $2.82 $2.44 0.38%
31 Marzo 2025 $1.94 $2.24 -0.30%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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% —
WBS — 10.7 11.9% — — —
FHN $11.59B 12.8 7.2% 28.7% 11.1% —
SSB $9.33B 12.0 56.1% 29.8% 8.9% —
WTFC $9.36B 12.3 5.9% 310.1% 11.4% —
CFR — 12.8 8.3% 29.0% 14.8% —
ONB $8.69B 12.5 — 26.5% 8.1% —
ZION $8.64B 9.7 3.6% 135.8% 13.1% —

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 10
Dati annuali Conto Economico per UMBF
Metrica Tendenza 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 ·
Stato Patrimoniale 17
Dati annuali Stato Patrimoniale per UMBF
Metrica Tendenza 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
Flusso di cassa 19
Dati annuali Flusso di cassa per UMBF
Metrica Tendenza 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
Redditività 5
Dati annuali Redditività per UMBF
Metrica Tendenza 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%
Liquidità e Solvibilità 1
Dati annuali Liquidità e Solvibilità per UMBF
Metrica Tendenza 202520242023202220212020201920182017201620152014
Debt / Equity 2-point trend, +22230.8% · · 0.6 · · · · · · · 0.0 ·
Efficienza 1
Dati annuali Efficienza per UMBF
Metrica Tendenza 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 Azione 6
Dati annuali Per Azione per UMBF
Metrica Tendenza 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
Tassi di Crescita 10
Dati annuali Tassi di Crescita per UMBF
Metrica Tendenza 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% · · · · · · · · · · ·
Valutazione (TTM) 17
Dati annuali Valutazione (TTM) per UMBF
Metrica Tendenza 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

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utile netto $702M$441M$350M$432M$353M
EPS Diluito $9.29$8.99$7.18$8.86$7.24
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto ——0.6——
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $978M$201M$446M$718M$500M

Ultime notizie Notizie recenti che menzionano questa società

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

📊

Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Proprietari istituzionali (13F) 508 filer · $6.5B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
84 (+10 vs trimestre precedente) 45 (+20 vs trimestre precedente) 171 (+14 vs trimestre precedente) 131 (-15 vs trimestre precedente) +10.5M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

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

Insider aziendali 92 insider · 53 dirigenti · 38 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
J. Mariner Kemper Chairman and CEO 11 Febbraio 2026 F 328.710 0 9 $-4.730.174
Andrew J Iseman CEO of Subsidiary 14 Marzo 2017 F 5.442 0 0 $0
Christian N Hoffman III President & CEO of affiliate 22 Dicembre 2004 A 316 0 0 $0
Crosby R Kemper III Chairman & CEO 21 Maggio 2004 M 9.597 0 0 $0
Ram Shankar Chief Financial Officer 11 Febbraio 2026 F 32.389 0 0 $0
Daniel C Stevens CFO 16 Dicembre 2003 A — 0 0 $0
James D Rine President 09 Giugno 2026 S 61.446 0 3 $-1.508.354
Phillip James Mason President, Inst. Banking 11 Febbraio 2026 F 9.694 0 1 $-90.728
Nikki Farentino Newton President, Private Wealth Mgmt 11 Febbraio 2026 F 13.981 0 1 $-137.917
Elizabeth Theresa Lewis President - Consumer Banking 09 Febbraio 2026 F 4.714 0 0 $0
Abigail M Wendel President - Consumer Banking 13 Marzo 2024 M 15.217 0 0 $0
Martin Dominic Karaba President, Commercial Banking 13 Febbraio 2023 F 8.284 0 0 $0
Michael D Hagedorn President of Subsidiary 03 Ottobre 2018 S 50.251 0 0 $0
Anthony J Fischer President UMB Fund Services 12 Febbraio 2018 F 7.260 0 0 $0
Peter J Desilva President and COO 10 Giugno 2015 M 111.091 0 0 $0
Craig L Anderson President - Commercial Banking 26 Gennaio 2015 F 17.905 0 0 $0
James A Sangster President of Subsidiary 22 Gennaio 2013 F 35.221 0 0 $0
Royce M Hammons President of Oklahoma Region 11 Gennaio 2005 M 1.076 0 0 $0
John Zader EVP and COO of subsidiary 12 Marzo 2014 M 13.975 0 0 $0
Uma Wilson Executive Vice President 10 Giugno 2026 M 24.415 0 2 $-157.389
Amy Harris EVP and Chief Legal Officer 11 Febbraio 2026 F 7.849 0 1 $-61.010
David Carl Odgers Chief Accounting Officer 11 Febbraio 2026 F 6.648 0 0 $0
Robert Brian Beaird Chief Human Resource Officer 11 Febbraio 2026 F 10.543 0 0 $0
Shannon Andresen Johnson Chief Administrative Officer 11 Febbraio 2026 F 34.775 0 1 $-164.833
Thomas S Terry Chief Credit Officer 11 Febbraio 2026 F 36.402 0 0 $0
Stacy H King Chief Risk Officer 31 Dicembre 2025 F 8.955 0 2 $-178.315
John Pauls EVP & General Counsel 11 Dicembre 2024 G 6.183 0 0 $0
James Cornelius Executive Vice President 15 Febbraio 2023 S 6.468 0 0 $0
Walker J Brian Chief Accounting Officer 27 Gennaio 2020 F 3.074 0 0 $0
Jennifer M Payne Sr. Vice President 01 Novembre 2019 M 9.288 0 0 $0
Dana H Abraham Executive Vice President 13 Febbraio 2019 A 11.268 0 0 $0
Jay Benjamin Morris Executive Vice President 13 Febbraio 2019 A 9.412 0 0 $0
Christian R Swett EVP/Chief Credit Officer 12 Febbraio 2018 F 9.356 0 0 $0
Scott A Stengel EVP and General Counsel 05 Febbraio 2016 A 7.264 0 0 $0
David D King EVP/Chief Risk Officer 01 Dicembre 2015 M 9.646 0 0 $0
Christine L Pierson EVP of Subsidiary 26 Gennaio 2015 F 9.075 0 0 $0
Daryl S Hunt EVP of Subsidiary 26 Gennaio 2015 F 9.686 0 0 $0
Lawrence G Smith Executive Vice President 26 Gennaio 2015 F 6.347 0 0 $0
Clyde F Wendel Vice Chairman of Subsidiary 17 Gennaio 2014 F 11.216 0 0 $0
Dennis R Rilinger EVP and General Counsel 17 Gennaio 2014 F 14.374 0 0 $0
Stephen M Kitts EVP of Subsidiary 22 Gennaio 2013 F 4.684 0 0 $0
Douglas F Page EVP of Subsidiary 22 Gennaio 2013 F 50.895 0 0 $0
Bradley J Smith EVP of Subsidiary 19 Aprile 2011 F 8.800 0 0 $0
Peter J Genovese Vice Chairman 19 Aprile 2010 F 24.518 0 0 $0
James C Thompson JR EVP of Subsidiary 21 Gennaio 2008 F 8.992 0 0 $0
Christopher G Treece Sr VP and Controller 13 Dicembre 2006 A — 0 0 $0
Joseph J Gazzoli EVP - Subsidiary 19 Aprile 2006 A 2.561 0 0 $0
Vincent J Ciavardini Vice Chairman 19 Aprile 2006 A 3.298 0 0 $0
Mark A Schmidtlein Vice Chairman - Subsidiary 28 Ottobre 2005 M 5.063 0 0 $0
Darren D Herrmann Sr. Vice President - Treasurer 22 Dicembre 2004 A — 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 6 partecipazioni

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
J MARINER KEMPER ×2 depositi 23 Marzo 2026 4,81% Modifica Struttura del capitale SEC
J. Mariner Kemper ×2 depositi 30 Aprile 2024 — Deposito iniziale — 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 depositi 22 Dicembre 2016 — Deposito iniziale — SEC
IRS Identification Nos. of above persons (entities only) Thomas J. Wood III 29 Agosto 2007 — Deposito iniziale — SEC
Persona segnalante non divulgata 23 Dicembre 2004 — Deposito iniziale — SEC
Persona segnalante non divulgata 17 Giugno 2004 — Deposito iniziale — 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.

Proprietà ETF Posseduti da 100 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
NBSM · Neuberger Berman ETF Trust 1,99% 34.218 NS 31 Maggio 2026 N-PORT
REGL · ProShares Trust 1,68% 214.143 NS 31 Maggio 2026 N-PORT
IAT · iShares Trust 1,63% 76.107 SH 08 Agosto 2026 Giornaliero
EPSV · Harbor ETF Trust 1,38% 544 NS 30 Aprile 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1,21% 42.251 SH 08 Agosto 2026 Giornaliero
DPST · Direxion Shares ETF Trust 1,05% 41.272 NS 30 Aprile 2026 N-PORT
VAMO · Cambria ETF Trust 0,95% 6.264 NS 30 Aprile 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,89% 59.010 NS 30 Aprile 2026 N-PORT
IWN · iShares Trust 0,63% 633.834 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,62% 59.158 SH 08 Agosto 2026 Giornaliero
PGF · Invesco Exchange-Traded Fund Trust 0,62% 156.763 08 Agosto 2026 Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS 0,59% 61.319 SH 08 Agosto 2026 Giornaliero
IJJ · iShares Trust 0,59% 363.886 SH 08 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,38% 225.533 NS 30 Aprile 2026 N-PORT
EBIT · Harbor ETF Trust 0,38% 341 NS 30 Aprile 2026 N-PORT
MIDE · DBX ETF Trust 0,38% 96 NS 29 Maggio 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,36% 7.091 SH 08 Agosto 2026 Giornaliero
IWM · iShares Trust 0,34% 1.897.424 SH 08 Agosto 2026 Giornaliero
XJH · iShares Trust 0,33% 9.664 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,32% 424.997 SH 08 Agosto 2026 Giornaliero
ISCV · iShares Trust 0,31% 15.196 SH 08 Agosto 2026 Giornaliero
FNK · First Trust Exchange-Traded AlphaDE… 0,31% 5.382 NS 30 Aprile 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,31% 9.441 SH 08 Agosto 2026 Giornaliero
PGX · Invesco Exchange-Traded Fund Trust … 0,30% 435.333 08 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,29% 309.815 NS 30 Aprile 2026 N-PORT
IJH · iShares Trust 0,29% 2.464.144 SH 08 Agosto 2026 Giornaliero
FSCC · Federated Hermes ETF Trust 0,28% 6.004 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,28% 55.896 SH 08 Agosto 2026 Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS 0,28% 115.446 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,28% 31.509 NS 30 Aprile 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,28% 15.845 NS 31 Maggio 2026 N-PORT
BFOR · ALPS ETF Trust 0,27% 4.483 NS 31 Maggio 2026 N-PORT
PTMC · Pacer Funds Trust 0,26% 8.192 NS 30 Aprile 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,25% 12.099 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,24% 3.421 NS 31 Maggio 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 24.142 NS 30 Aprile 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,22% 16.582 NS 31 Maggio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,21% 995.423 SH 08 Agosto 2026 Giornaliero
MVV · ProShares Trust 0,20% 2.468 NS 31 Maggio 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,20% 37.496 NS 30 Aprile 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,20% 343.491 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,19% 216.212 NS 30 Aprile 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,19% 17.303 SH 08 Agosto 2026 Giornaliero
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,18% 29.071 NS 30 Aprile 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,18% 1.182 NS 30 Aprile 2026 N-PORT
ESML · iShares Trust 0,18% 35.168 SH 08 Agosto 2026 Giornaliero
SCHM · SCHWAB STRATEGIC TRUST 0,17% 192.955 NS 31 Maggio 2026 N-PORT
ISCB · iShares Trust 0,16% 3.090 SH 08 Agosto 2026 Giornaliero
PFF · iShares Trust 0,15% 751.998 SH 08 Agosto 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,15% 9.146 SH 08 Agosto 2026 Giornaliero