DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION

UMB Financial Corporation

NasdaqGS:UMBF Stock Report

Market Cap: US$10.8b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

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
01 Sep 26BuyUS$80,011Gregory GravesIndividual573.15US$139.60
01 Sep 26BuyUS$55,010Tamara PetermanIndividual394.06US$139.60
17 Aug 26SellUS$303,220Ram ShankarIndividual2,000US$151.61
17 Aug 26SellUS$867,062Thomas TerryIndividual5,713US$151.77
06 Aug 26SellUS$200,427Susan MurphyIndividual1,377US$145.66
05 Aug 26SellUS$21,359David OdgersIndividual145US$147.30
04 Aug 26SellUS$297,200Nikki NewtonIndividual2,000US$148.72
04 Aug 26SellUS$613,460Uma WilsonIndividual4,145US$148.00
04 Aug 26SellUS$117,600Phillip MasonIndividual800US$147.00
04 Aug 26SellUS$2,237,460J. KemperIndividual15,062US$148.55
03 Aug 26SellUS$618,534J. KemperIndividual4,200US$147.27
31 Jul 26SellUS$231,040Robert BeairdIndividual1,600US$144.40
31 Jul 26SellUS$52,247Kevin GallagherIndividual360US$145.13
10 Jun 26SellUS$50,627Kevin GallagherIndividual381US$132.88
09 Jun 26SellUS$1,093,297James RineIndividual8,246US$133.22
02 Mar 26SellUS$67,288Bebe & Crosby Kemper FoundationCompany576US$116.82
02 Mar 26SellUS$146,025R.C. Kemper Charitable Trust and FoundationCompany1,250US$116.82
02 Mar 26SellUS$297,891R.C. Kemper, Jr. Charitable Trust and FoundationCompany2,550US$116.82
03 Feb 26SellUS$50,168Kevin GallagherIndividual388US$129.30
02 Feb 26BuyUS$19,687Tamara PetermanIndividual154.01US$127.84
02 Feb 26BuyUS$28,125Gregory GravesIndividual220.01US$127.84
02 Feb 26SellUS$2,408,024J. KemperIndividual18,714US$129.19
11 Dec 25SellUS$415,072James RineIndividual3,487US$119.03
08 Dec 25SellUS$1,760,751J. KemperIndividual15,367US$114.58
10 Nov 25SellUS$50,927Kevin GallagherIndividual460US$110.71
04 Nov 25SellUS$137,917Nikki NewtonIndividual1,300US$106.09
03 Nov 25BuyUS$28,126Gregory GravesIndividual264.31US$106.41
03 Nov 25BuyUS$19,688Tamara PetermanIndividual185.02US$106.41
10 Sep 25SellUS$561,380J. KemperIndividual4,500US$125.37

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 Government27,7490.0365%
Private Companies739,5400.974%
Individual Insiders2,239,2592.95%
General Public2,528,4403.33%
Institutions70,415,04292.7%

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


Top Shareholders

Top 25 shareholders own 64.21% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.5%
BlackRock, Inc.
10,215,651US$1.5b9.32%0.02%
5.55%
Vanguard Portfolio Management, LLC
4,213,123US$600.6m1.86%0.03%
5.44%
State Street Investment Management
4,133,285US$589.2m3.81%0.02%
4.75%
Vanguard Capital Management, LLC
3,605,972US$514.0m1.17%0.01%
3.99%
Dimensional Fund Advisors LP
3,030,849US$432.0m4.16%0.05%
3.51%
FMR LLC
2,666,704US$380.1m10.3%0.02%
2.72%
Geode Capital Management, LLC
2,064,907US$294.4m6.03%0.01%
2.37%
J. Kemper
1,802,510US$256.9m-27.5%no data
2.22%
Wellington Management Group LLP
1,687,247US$240.5m-37.7%0.04%
2.06%
Neuberger Berman Investment Advisers LLC
1,562,240US$222.7m-8.08%0.15%
1.71%
AllianceBernstein L.P.
1,300,605US$185.4m6.61%0.05%
1.64%
EARNEST Partners, LLC
1,242,430US$177.1m-2.77%0.63%
1.51%
Allspring Global Investments, LLC
1,145,958US$163.4m-15.6%0.21%
1.38%
American Century Investment Management Inc
1,045,921US$149.1m-22.3%0.05%
1.27%
Charles Schwab Investment Management, Inc.
964,626US$137.5m-0.22%0.02%
1.24%
Citadel Advisors LLC
943,290US$134.5m-11.7%0.08%
1.22%
Northern Trust Global Investments
926,889US$132.1m5.29%0.01%
1.2%
First Trust Advisors LP
914,990US$130.4m1.73%0.06%
1.19%
Victory Capital Management Inc.
900,418US$128.4m-8.03%0.07%
1.13%
T. Rowe Price Group, Inc.
857,564US$122.2m-3.03%0.01%
0.99%
Goldman Sachs Asset Management, L.P.
749,813US$106.9m45.7%0.02%
0.93%
Norges Bank Investment Management
705,322US$100.5m-5.52%0.01%
0.92%
ClearBridge Investments, LLC
699,624US$99.7m7.71%0.07%
0.91%
Principal Global Investors, LLC
694,836US$99.0m-2.53%0.04%
0.91%
Global Alpha Capital Management Ltd.
690,325US$98.4m4.76%2.87%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 22:06
End of Day Share Price 2026/09/09 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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.

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 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 Github.

Analyst Sources

UMB Financial Corporation is covered by 19 analysts. 14 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 David ShawBarclays
Brandon BermanBofA Global Research
Benjamin GerlingerCitigroup Inc

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide