UMB Financial Corporation

DB:UMB Stock Report

Market Cap: €5.4b

UMB Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:UMB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Dec 24Sell€2,893,370J. KemperIndividual24,300€119.28
21 Nov 24Sell€100,442Robert BeairdIndividual854€117.61
07 Nov 24Sell€138,575Nikki NewtonIndividual1,200€115.48
07 Nov 24Sell€455,851Thomas TerryIndividual3,959€115.61
06 Nov 24Sell€712,809James RineIndividual6,255€114.26
06 Nov 24Sell€11,452David OdgersIndividual100€114.52
01 Nov 24Buy€18,190Tamara PetermanIndividual180.56€100.74
01 Nov 24Buy€25,953Gregory GravesIndividual257.62€100.74
01 Nov 24Sell€86,414John PaulsIndividual849€101.79
01 Nov 24Sell€2,437,721J. KemperIndividual24,300€101.67
01 Oct 24Sell€2,234,998J. KemperIndividual24,300€93.07
06 Sep 24Sell€461,558Kris RobbinsIndividual5,000€92.31
03 Sep 24Sell€2,267,409J. KemperIndividual24,300€93.45
26 Aug 24Sell€185,849Ram ShankarIndividual2,000€93.17
23 Aug 24Sell€52,877James MasonIndividual574€92.23
23 Aug 24Sell€656,793James RineIndividual7,315€90.74
23 Aug 24Sell€568,031Thomas TerryIndividual6,133€92.62
22 Aug 24Sell€88,094J. KemperIndividual1,000€88.09
19 Aug 24Sell€106,615Nikki NewtonIndividual1,200€88.85
15 Aug 24Sell€131,633Stacy KingIndividual1,500€88.08
06 Aug 24Sell€138,012John PaulsIndividual1,623€85.04
02 Aug 24Sell€59,560Robert BeairdIndividual698€85.33
02 Aug 24Sell€64,058Amy HarrisIndividual736€87.08
02 Aug 24Sell€2,046,443J. KemperIndividual23,557€89.05
01 Aug 24Buy€52,152Gregory GravesIndividual565.01€92.30
01 Aug 24Buy€36,508Tamara PetermanIndividual395.51€92.31
01 Aug 24Sell€613,566J. KemperIndividual6,761€90.96
01 Aug 24Sell€823,529J. KemperIndividual9,117€90.42
01 Jul 24Sell€1,218,551J. KemperIndividual15,713€77.75
03 Jun 24Sell€1,133,740J. KemperIndividual15,218€74.82
14 May 24Sell€587,633J. KemperIndividual7,600€77.69
01 Apr 24Sell€1,925,728J. KemperIndividual24,300€79.87
28 Mar 24Sell€115,444J. KemperIndividual1,440€80.21
28 Mar 24Sell€531,876J. KemperIndividual6,660€80.13
12 Mar 24Sell€1,756,312J. KemperIndividual23,700€75.70
05 Mar 24Sell€192,851James RineIndividual2,500€77.14
09 Feb 24Sell€46,492Kevin GallagherIndividual625€74.39
07 Feb 24Sell€106,411John PaulsIndividual1,440€73.90
02 Feb 24Sell€269,519J. KemperIndividual3,500€77.31
01 Feb 24Buy€21,433Gregory GravesIndividual284.49€75.34
01 Feb 24Buy€16,248Tamara PetermanIndividual215.66€75.34

Insider Trading Volume

Insider Buying: UMB insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of UMB?
Owner TypeNumber of SharesOwnership Percentage
State or Government23,5070.0469%
Private Companies744,9521.49%
Individual Insiders2,145,0274.28%
Institutions47,233,49994.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.39% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.1%
BlackRock, Inc.
5,924,488€650.8m-0.82%0.01%
9.66%
The Vanguard Group, Inc.
4,713,974€517.8m4.89%0.01%
5.79%
State Street Global Advisors, Inc.
2,824,651€310.3m-0.18%0.01%
4.43%
Citadel Advisors LLC
2,160,505€237.3m-1.59%0.27%
3.99%
American Century Investment Management Inc
1,948,027€214.0m11.2%0.11%
3.93%
Wellington Management Group LLP
1,919,181€210.8m-26.2%0.03%
3.86%
Allspring Global Investments, LLC
1,883,750€206.9m-3.63%0.3%
3.73%
J. Kemper
1,821,875€200.1m-3.86%no data
3.34%
Victory Capital Management Inc.
1,627,567€178.8m-18.6%0.17%
3.27%
Dimensional Fund Advisors LP
1,594,423€175.1m-5.65%0.03%
2.28%
Geode Capital Management, LLC
1,114,251€122.4m1.93%0.01%
1.95%
FMR LLC
949,138€104.3m2.69%0.01%
1.78%
Principal Global Investors, LLC
866,943€95.2m404%0.05%
1.74%
Millennium Management LLC
849,369€93.3m15.8%0.08%
1.35%
R.C. Kemper, Jr. Charitable Trust and Foundation, Endowment Arm
659,700€72.5m0%no data
1.34%
GW&K Investment Management, LLC
653,498€71.8m95.6%0.61%
1.19%
Charles Schwab Investment Management, Inc.
580,174€63.7m4.34%0.01%
1.13%
Global Alpha Capital Management Ltd.
552,159€60.7m1.73%1.69%
1.12%
Northern Trust Global Investments
548,367€60.2m-2.11%0.01%
1.03%
Massachusetts Financial Services Company
503,386€55.3m-2.75%0.01%
0.95%
Zurich Insurance Group AG, Asset Management Arm
461,714€50.7m0%0.43%
0.89%
BNY Asset Management
433,616€47.6m-16.3%0.01%
0.87%
Goldman Sachs Group, Investment Banking and Securities Investments
424,119€46.6m15.7%0.02%
0.82%
Azora Capital LP
400,978€44.0m-2.66%2.13%
0.81%
Pioneer Service Corporation
395,989€43.5m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 23:26
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

UMB Financial Corporation is covered by 16 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jared ShawBarclays
Ebrahim PoonawalaBofA Global Research
Benjamin GerlingerCitigroup Inc