UMB Financial Corporation

NasdaqGS:UMBF Stock Report

Market Cap: US$5.5b

UMB Financial Ownership

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

Recent Insider Transactions

NasdaqGS:UMBF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Dec 24SellUS$3,036,384J. KemperIndividual24,300US$125.18
21 Nov 24SellUS$105,362Robert BeairdIndividual854US$123.38
07 Nov 24SellUS$149,472Nikki NewtonIndividual1,200US$124.56
07 Nov 24SellUS$491,696Thomas TerryIndividual3,959US$124.70
06 Nov 24SellUS$764,981James RineIndividual6,255US$122.62
06 Nov 24SellUS$12,290David OdgersIndividual100US$122.90
01 Nov 24BuyUS$19,733Tamara PetermanIndividual180.56US$109.29
01 Nov 24BuyUS$28,155Gregory GravesIndividual257.62US$109.29
01 Nov 24SellUS$93,745John PaulsIndividual849US$110.43
01 Nov 24SellUS$2,644,522J. KemperIndividual24,300US$110.29
01 Oct 24SellUS$2,473,985J. KemperIndividual24,300US$103.02
06 Sep 24SellUS$512,500Kris RobbinsIndividual5,000US$102.50
03 Sep 24SellUS$2,503,212J. KemperIndividual24,300US$103.17
26 Aug 24SellUS$207,537Ram ShankarIndividual2,000US$104.04
23 Aug 24SellUS$59,186James MasonIndividual574US$103.23
23 Aug 24SellUS$735,162James RineIndividual7,315US$101.57
23 Aug 24SellUS$635,808Thomas TerryIndividual6,133US$103.67
22 Aug 24SellUS$97,850J. KemperIndividual1,000US$97.85
19 Aug 24SellUS$117,924Nikki NewtonIndividual1,200US$98.27
15 Aug 24SellUS$144,588Stacy KingIndividual1,500US$96.75
06 Aug 24SellUS$150,882John PaulsIndividual1,623US$92.97
02 Aug 24SellUS$65,043Robert BeairdIndividual698US$93.19
02 Aug 24SellUS$69,955Amy HarrisIndividual736US$95.10
02 Aug 24SellUS$2,234,840J. KemperIndividual23,557US$97.25
01 Aug 24BuyUS$56,247Gregory GravesIndividual565.01US$99.55
01 Aug 24BuyUS$39,375Tamara PetermanIndividual395.51US$99.56
01 Aug 24SellUS$661,741J. KemperIndividual6,761US$98.10
01 Aug 24SellUS$888,189J. KemperIndividual9,117US$97.52
01 Jul 24SellUS$1,306,617J. KemperIndividual15,713US$83.37
03 Jun 24SellUS$1,234,205J. KemperIndividual15,218US$81.45
14 May 24SellUS$635,691J. KemperIndividual7,600US$84.04
01 Apr 24SellUS$2,068,451J. KemperIndividual24,300US$85.79
28 Mar 24SellUS$124,697J. KemperIndividual1,440US$86.64
28 Mar 24SellUS$574,505J. KemperIndividual6,660US$86.55
12 Mar 24SellUS$1,917,580J. KemperIndividual23,700US$82.65
05 Mar 24SellUS$209,575James RineIndividual2,500US$83.83
09 Feb 24SellUS$50,131Kevin GallagherIndividual625US$80.21
07 Feb 24SellUS$114,494John PaulsIndividual1,440US$79.51
02 Feb 24SellUS$290,837J. KemperIndividual3,500US$83.42
01 Feb 24BuyUS$23,251Gregory GravesIndividual284.49US$81.73
01 Feb 24BuyUS$17,626Tamara PetermanIndividual215.66US$81.73

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of UMBF?
Owner TypeNumber of SharesOwnership Percentage
State or Government23,5070.047%
Private Companies744,9521.49%
Individual Insiders2,145,0274.29%
Institutions47,087,34294.2%

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.
5,924,488US$673.6m-0.82%0.01%
9.66%
The Vanguard Group, Inc.
4,713,974US$535.9m4.89%0.01%
5.79%
State Street Global Advisors, Inc.
2,824,651US$321.1m-0.18%0.01%
4.43%
Citadel Advisors LLC
2,160,505US$245.6m-1.59%0.27%
3.99%
American Century Investment Management Inc
1,948,027US$221.5m11.2%0.1%
3.93%
Wellington Management Group LLP
1,919,181US$218.2m-26.2%0.03%
3.86%
Allspring Global Investments, LLC
1,883,750US$214.2m-3.63%0.3%
3.73%
J. Kemper
1,821,875US$207.1m-3.86%no data
3.34%
Victory Capital Management Inc.
1,627,567US$185.0m-18.6%0.17%
3.27%
Dimensional Fund Advisors LP
1,594,423US$181.3m-5.65%0.03%
2.28%
Geode Capital Management, LLC
1,114,251US$126.7m1.93%0.01%
1.95%
FMR LLC
949,138US$107.9m2.69%0.01%
1.78%
Principal Global Investors, LLC
866,943US$98.6m404%0.05%
1.74%
Millennium Management LLC
849,369US$96.6m15.8%0.08%
1.35%
R.C. Kemper, Jr. Charitable Trust and Foundation, Endowment Arm
659,700US$75.0m0%no data
1.34%
GW&K Investment Management, LLC
653,498US$74.3m95.6%0.61%
1.19%
Charles Schwab Investment Management, Inc.
580,174US$66.0m4.34%0.01%
1.13%
Global Alpha Capital Management Ltd.
552,159US$62.8m1.73%1.69%
1.12%
Northern Trust Global Investments
548,367US$62.3m-2.11%0.01%
1.03%
Massachusetts Financial Services Company
503,386US$57.2m-2.75%0.01%
0.95%
Zurich Insurance Group AG, Asset Management Arm
461,714US$52.5m0%0.43%
0.89%
BNY Asset Management
433,616US$49.3m-16.3%0.01%
0.87%
Goldman Sachs Group, Investment Banking and Securities Investments
424,119US$48.2m15.7%0.02%
0.82%
Azora Capital LP
400,978US$45.6m-2.66%2.1%
0.81%
Pioneer Service Corporation
395,989US$45.0m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 00:28
End of Day Share Price 2024/12/30 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