Universal Beteiligungs und Servicegesellschaft mbH Cuts Stock Holdings in UMB Financial Corporation $UMBF

30 Apr 2026, 16:35 by Renee Jackson · The Cerbat Gem

Universal Beteiligungs und Servicegesellschaft mbH trimmed its holdings in shares of UMB Financial Corporation (NASDAQ:UMBF – Free Report) by 53.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 30,593 shares of the bank’s stock after selling 35,336 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in UMB Financial were worth $3,519,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Farther Finance Advisors LLC lifted its position in UMB Financial by 219.2% during the third quarter. Farther Finance Advisors LLC now owns 249 shares of the bank’s stock valued at $29,000 after buying an additional 171 shares in the last quarter. EverSource Wealth Advisors LLC lifted its position in UMB Financial by 193.5% during the second quarter. EverSource Wealth Advisors LLC now owns 405 shares of the bank’s stock valued at $43,000 after buying an additional 267 shares in the last quarter. Bessemer Group Inc. lifted its position in UMB Financial by 72.8% during the third quarter. Bessemer Group Inc. now owns 420 shares of the bank’s stock valued at $50,000 after buying an additional 177 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in UMB Financial by 88.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 425 shares of the bank’s stock valued at $50,000 after buying an additional 199 shares in the last quarter. Finally, Smartleaf Asset Management LLC lifted its position in UMB Financial by 168.6% during the third quarter. Smartleaf Asset Management LLC now owns 752 shares of the bank’s stock valued at $89,000 after buying an additional 472 shares in the last quarter. 87.78% of the stock is owned by institutional investors and hedge funds.

UMB Financial Trading Down 0.9%

NASDAQ UMBF opened at $124.22 on Thursday. The company’s fifty day simple moving average is $117.20 and its 200-day simple moving average is $117.31. UMB Financial Corporation has a 52 week low of $90.96 and a 52 week high of $136.11. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.06. The stock has a market cap of $9.46 billion, a P/E ratio of 13.61, a PEG ratio of 1.01 and a beta of 0.75.

UMB Financial (NASDAQ:UMBF – Get Free Report) last posted its earnings results on Tuesday, April 28th. The bank reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $2.82 by $0.59. UMB Financial had a net margin of 16.90% and a return on equity of 12.14%. The business had revenue of $739.16 million for the quarter, compared to analysts’ expectations of $701.89 million. During the same period in the previous year, the company posted $2.58 earnings per share. The business’s revenue for the quarter was up 31.1% compared to the same quarter last year. Equities research analysts predict that UMB Financial Corporation will post 12.05 EPS for the current fiscal year.

UMB Financial Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 1st. Stockholders of record on Wednesday, June 10th will be given a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, June 10th. UMB Financial’s payout ratio is presently 18.84%.

More UMB Financial News

Here are the key news stories impacting UMB Financial this week:

Positive Sentiment: Q1 results materially beat expectations: EPS $3.41 vs. $2.82 consensus and revenue $739.2M vs. $701.9M; revenue was +31.1% YoY, driven by loan growth, margin expansion and the Heartland acquisition — a clear driver of the rally. UMB Financial Q1 Earnings Beat
Positive Sentiment: Board authorized common and preferred dividends and a share repurchase program; company declared a quarterly common dividend of $0.43/share (annualized yield ~1.3%), supporting shareholder returns. Dividends & Repurchase Announcement
Positive Sentiment: Analyst support: Hovde Group raised its price target to $150 and kept an “outperform” rating, implying meaningful upside from current levels — a vote of confidence from the sell side. Hovde Price Target Raise
Neutral Sentiment: Investor materials and call transcripts are available (prepared remarks, conference call slides) — useful for confirming management commentary on margins, expense control and acquisition integration. Earnings Transcript Prepared Remarks
Neutral Sentiment: Valuation coverage highlights margin gains and efficiency work — investors will watch whether earnings growth sustains and justifies current multiples. Valuation Article
Negative Sentiment: Share-price pullback on heavy volume suggests profit-taking or rotation despite the upbeat quarter; that selling pressure can amplify short-term downside even with strong fundamentals.

Analyst Ratings Changes

UMBF has been the topic of a number of recent research reports. TD Cowen reaffirmed a “buy” rating on shares of UMB Financial in a research report on Thursday, January 29th. Piper Sandler lifted their price target on shares of UMB Financial from $145.00 to $152.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Morgan Stanley reduced their price target on shares of UMB Financial from $156.00 to $143.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 31st. Truist Financial reduced their price target on shares of UMB Financial from $150.00 to $130.00 and set a “buy” rating on the stock in a research report on Monday, March 23rd. Finally, Zacks Research cut shares of UMB Financial from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, UMB Financial has an average rating of “Moderate Buy” and a consensus price target of $142.27.

Get Our Latest Stock Report on UMBF

Insider Transactions at UMB Financial

In other news, Director Greg M. Graves bought 220 shares of UMB Financial stock in a transaction dated Monday, February 2nd. The shares were acquired at an average cost of $127.83 per share, with a total value of $28,122.60. Following the completion of the transaction, the director owned 39,541 shares in the company, valued at approximately $5,054,526.03. This trade represents a 0.56% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO J Mariner Kemper sold 15,214 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $128.59, for a total transaction of $1,956,368.26. Following the transaction, the chief executive officer directly owned 1,506,200 shares in the company, valued at approximately $193,682,258. The trade was a 1.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 19,102 shares of company stock valued at $2,458,247. Corporate insiders own 5.33% of the company’s stock.

UMB Financial Company Profile

(Free Report)

UMB Financial Corporation (NASDAQ: UMBF) is a diversified financial services holding company headquartered in Kansas City, Missouri. Through its principal banking subsidiary, UMB Bank, N.A., the company provides a full suite of commercial and consumer banking services. Key offerings include deposit accounts, commercial and consumer lending, treasury and cash management, as well as online and mobile banking solutions designed to serve businesses, individuals and municipalities.

In addition to its core banking operations, UMB Financial delivers wealth management and trust services, investment advisory, asset management and retirement planning to high-net-worth individuals, families and institutions.