--- title: "Diversify Advisory Services LLC Takes Position in UMB Financial Corporation $UMBF" type: "News" locale: "en" url: "https://longbridge.com/en/news/296635003.md" description: "Diversify Advisory Services LLC acquired a new stake in UMB Financial Corporation (NASDAQ:UMBF) during the second quarter, purchasing 14,149 shares valued at approximately $1.995 million, as disclosed in its SEC Form 13F filing. This move adds to recent institutional activity involving BlackRock, State Street, and Wellington Management, while insiders also reported recent stock sales." datetime: "2026-08-21T15:28:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296635003.md) - [en](https://longbridge.com/en/news/296635003.md) - [zh-HK](https://longbridge.com/zh-HK/news/296635003.md) generator: "portal-rs" --- # Diversify Advisory Services LLC Takes Position in UMB Financial Corporation $UMBF Diversify Advisory Services LLC acquired a new stake in shares of UMB Financial Corporation (NASDAQ:UMBF - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 14,149 shares of the bank's stock, valued at approximately $1,995,000. Get **UMB Financial** alerts: - S&P Downgrades 5 Banks: What Does It Mean For The Market? Other hedge funds have also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in UMB Financial in the second quarter worth $1,458,386,000. UMB Bank n.a. boosted its holdings in shares of UMB Financial by 11.4% during the 4th quarter. UMB Bank n.a. now owns 4,809,824 shares of the bank's stock valued at $553,322,000 after acquiring an additional 493,875 shares during the last quarter. State Street Corp grew its position in UMB Financial by 7.9% in the 2nd quarter. State Street Corp now owns 4,296,190 shares of the bank's stock worth $453,461,000 after purchasing an additional 313,414 shares during the period. Wellington Management Group LLP grew its holdings in shares of UMB Financial by 32.0% in the third quarter. Wellington Management Group LLP now owns 3,098,798 shares of the bank's stock worth $366,743,000 after acquiring an additional 751,525 shares during the period. Finally, Dimensional Fund Advisors LP grew its stake in shares of UMB Financial by 1.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,909,932 shares of the bank's stock valued at $328,200,000 after purchasing an additional 55,005 shares during the period. 87.78% of the stock is owned by institutional investors. ## Insider Buying and Selling In related news, insider Nikki Farentino Newton sold 2,000 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $148.60, for a total value of $297,200.00. Following the completion of the sale, the insider owned 11,981 shares in the company, valued at approximately $1,780,376.60. The trade was a 14.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Robert Brian Beaird sold 1,600 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $144.40, for a total value of $231,040.00. Following the completion of the transaction, the insider directly owned 8,943 shares in the company, valued at approximately $1,291,369.20. This trade represents a 15.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 34,171 shares of company stock worth $4,919,826 over the last ninety days. Corporate insiders own 5.33% of the company's stock. ## Wall Street Analyst Weigh In Several equities research analysts have recently commented on the company. Hovde Group upped their price objective on UMB Financial from $145.00 to $150.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 29th. Morgan Stanley raised their price objective on shares of UMB Financial from $143.00 to $159.00 and gave the company an "overweight" rating in a research report on Monday, June 29th. Royal Bank Of Canada restated an "outperform" rating and set a $170.00 target price (up from $168.00) on shares of UMB Financial in a research note on Thursday, July 30th. Piper Sandler reiterated an "overweight" rating and issued a $181.00 price target (up from $161.00) on shares of UMB Financial in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. began coverage on UMB Financial in a report on Thursday. They set an "overweight" rating and a $180.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $165.00. **Read Our Latest Analysis on UMB Financial** ## UMB Financial Price Performance NASDAQ:UMBF traded down $0.85 during trading hours on Friday, reaching $145.01. The stock had a trading volume of 100,099 shares, compared to its average volume of 624,063. The stock has a market capitalization of $11.01 billion, a PE ratio of 12.07, a PEG ratio of 0.72 and a beta of 0.77. UMB Financial Corporation has a 52 week low of $103.38 and a 52 week high of $153.32. The company has a 50 day moving average price of $143.63 and a two-hundred day moving average price of $130.28. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.76 and a current ratio of 0.76. UMB Financial (NASDAQ:UMBF - Get Free Report) last posted its earnings results on Tuesday, July 28th. The bank reported $3.57 earnings per share for the quarter, topping analysts' consensus estimates of $3.12 by $0.45. UMB Financial had a net margin of 21.64% and a return on equity of 13.41%. The firm had revenue of $778.00 million for the quarter, compared to the consensus estimate of $727.63 million. During the same period in the previous year, the firm posted $2.96 EPS. As a group, sell-side analysts anticipate that UMB Financial Corporation will post 13.48 earnings per share for the current fiscal year. ## UMB Financial Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. This is an increase from UMB Financial's previous quarterly dividend of $0.43. UMB Financial's dividend payout ratio (DPR) is presently 14.32%. ## 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. ## See Also - Five stocks we like better than UMB Financial - Advance Auto Parts Plunged, But Its Turnaround Is Still Working - Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates? - Meta Platform's Legal Issues Could Become Much More Than A Q2 Earnings Headache - Marvell Constructs an AI Moat With Alphabet Warrants **Want to see what other hedge funds are holding UMBF?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UMB Financial Corporation (NASDAQ:UMBF - Free Report). *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.* Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Add As Preferred Source ## Should You Invest $1,000 in UMB Financial Right Now? Before you consider UMB Financial, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and UMB Financial wasn't on the list. While UMB Financial currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [UMBF.US](https://longbridge.com/en/quote/UMBF.US.md) - [STT.US](https://longbridge.com/en/quote/STT.US.md) - [BLK.US](https://longbridge.com/en/quote/BLK.US.md) - [MS.US](https://longbridge.com/en/quote/MS.US.md) - [RY.US](https://longbridge.com/en/quote/RY.US.md) - [PIPR.US](https://longbridge.com/en/quote/PIPR.US.md) - [JPM.US](https://longbridge.com/en/quote/JPM.US.md) - [BTX.US](https://longbridge.com/en/quote/BTX.US.md) - [BIT.RT*.US](https://longbridge.com/en/quote/BIT.RT*.US.md) - [BDJ.US](https://longbridge.com/en/quote/BDJ.US.md) - [BSTZ.US](https://longbridge.com/en/quote/BSTZ.US.md) - [BIT.RT.US](https://longbridge.com/en/quote/BIT.RT.US.md) - [SPIN.US](https://longbridge.com/en/quote/SPIN.US.md) - [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md) - [JPM-M.US](https://longbridge.com/en/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/en/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/en/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/en/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/en/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/en/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/en/quote/JPM-J.US.md) ## Related News & Research - [UMB Financial CFO Ram Shankar sells 2,000 shares for $303,220](https://longbridge.com/en/news/296264852.md) - [NFJ Investment Group LLC Invests $47.03 Million in UMB Financial Corporation $UMBF](https://longbridge.com/en/news/296635009.md) - [JPMorgan Sees 25% Upside Potential in This American Financial Services Company](https://longbridge.com/en/news/296636056.md) - [14,426 Shares in UMB Financial Corporation $UMBF Bought by Great Lakes Advisors LLC](https://longbridge.com/en/news/296676595.md) - [SCS Capital Management LLC Acquires New Holdings in BlackRock $BLK](https://longbridge.com/en/news/296085839.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**