--- title: "NFJ Investment Group LLC Invests $47.03 Million in UMB Financial Corporation $UMBF" type: "News" locale: "en" url: "https://longbridge.com/en/news/296635009.md" description: "NFJ Investment Group LLC acquired a new $47.03 million stake in UMB Financial (UMBF) during Q2, holding 329,404 shares. Other institutions like BlackRock and State Street also increased their positions. Meanwhile, insiders Kevin Gallagher and Nikki Newton sold shares. Analyst ratings remain mixed with a consensus 'Moderate Buy' and an average price target of $165. UMBF stock recently traded down 0.6% to $145.01." datetime: "2026-08-21T15:28:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296635009.md) - [en](https://longbridge.com/en/news/296635009.md) - [zh-HK](https://longbridge.com/zh-HK/news/296635009.md) generator: "portal-rs" --- # NFJ Investment Group LLC Invests $47.03 Million in UMB Financial Corporation $UMBF NFJ Investment Group LLC bought a new stake in UMB Financial Corporation (NASDAQ:UMBF - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 329,404 shares of the bank's stock, valued at approximately $47,026,000. UMB Financial comprises approximately 1.6% of NFJ Investment Group LLC's portfolio, making the stock its 13th largest holding. NFJ Investment Group LLC owned 0.43% of UMB Financial at the end of the most recent reporting period. Get **UMB Financial** alerts: - S&P Downgrades 5 Banks: What Does It Mean For The Market? Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. bought a new stake in UMB Financial during the 2nd quarter worth approximately $1,458,386,000. UMB Bank n.a. raised its position in UMB Financial by 11.4% in the 4th quarter. UMB Bank n.a. now owns 4,809,824 shares of the bank's stock valued at $553,322,000 after purchasing an additional 493,875 shares during the last quarter. State Street Corp raised 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 valued at $453,461,000 after purchasing an additional 313,414 shares during the last quarter. Wellington Management Group LLP boosted its stake in 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 purchasing an additional 751,525 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in UMB Financial by 1.9% in the first quarter. Dimensional Fund Advisors LP now owns 2,909,932 shares of the bank's stock worth $328,200,000 after purchasing an additional 55,005 shares in the last quarter. 87.78% of the stock is owned by institutional investors and hedge funds. ## Insider Transactions at UMB Financial In other UMB Financial news, Director Kevin Charles Gallagher sold 360 shares of the business's stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $145.13, for a total transaction of $52,246.80. Following the completion of the sale, the director directly owned 11,863 shares of the company's stock, valued at approximately $1,721,677.19. The trade was a 2.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Nikki Farentino Newton sold 2,000 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $148.60, for a total transaction of $297,200.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 34,171 shares of company stock valued at $4,919,826. 5.33% of the stock is currently owned by insiders. ## Analyst Upgrades and Downgrades Several analysts have recently commented on the company. Weiss Ratings restated a "buy (b)" rating on shares of UMB Financial in a report on Friday, July 24th. Zacks Research cut UMB Financial from a "strong-buy" rating to a "hold" rating in a report on Tuesday, June 30th. Morgan Stanley upped their price target on shares of UMB Financial from $143.00 to $159.00 and gave the stock an "overweight" rating in a research report on Monday, June 29th. Keefe, Bruyette & Woods increased their price objective on shares of UMB Financial from $155.00 to $160.00 and gave the stock an "outperform" rating in a report on Thursday, July 30th. Finally, Hovde Group increased their price objective on shares of UMB Financial from $145.00 to $150.00 and gave the stock an "outperform" rating in a report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $165.00. **Get Our Latest Stock Report on UMB Financial** ## UMB Financial Trading Down 0.6% UMBF stock traded down $0.85 during trading on Friday, hitting $145.01. The company had a trading volume of 100,099 shares, compared to its average volume of 624,063. The firm has a 50-day moving average price of $143.63 and a 200-day moving average price of $130.28. UMB Financial Corporation has a 12 month low of $103.38 and a 12 month high of $153.32. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.06. The stock has a market cap of $11.01 billion, a price-to-earnings ratio of 12.07, a PEG ratio of 0.72 and a beta of 0.77. UMB Financial (NASDAQ:UMBF - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The bank reported $3.57 EPS for the quarter, beating analysts' consensus estimates of $3.12 by $0.45. The firm had revenue of $778.00 million for the quarter, compared to analyst estimates of $727.63 million. UMB Financial had a return on equity of 13.41% and a net margin of 21.64%.During the same period last year, the company earned $2.96 EPS. As a group, analysts predict that UMB Financial Corporation will post 13.48 earnings per share for the current year. ## UMB Financial Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a $0.50 dividend. This is a positive change from UMB Financial's previous quarterly dividend of $0.43. This represents a $2.00 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, September 10th. UMB Financial's dividend payout ratio (DPR) is 14.32%. ## About UMB Financial (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. 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