QV Investors Inc. Sells 35,330 Shares of Bank OZK $OZK

QV Investors Inc. decreased its stake in shares of Bank OZK (NASDAQ:OZK) by 16.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 183,750 shares of the company’s stock after selling 35,330 shares during the period. QV Investors Inc. owned about 0.16% of Bank OZK worth $9,368,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Charles Schwab Investment Management Inc. lifted its stake in Bank OZK by 1.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 4,406,933 shares of the company’s stock valued at $207,390,000 after acquiring an additional 56,713 shares in the last quarter. First Trust Advisors LP raised its holdings in shares of Bank OZK by 0.3% in the second quarter. First Trust Advisors LP now owns 2,790,739 shares of the company’s stock valued at $131,332,000 after purchasing an additional 9,540 shares during the last quarter. American Century Companies Inc. lifted its position in shares of Bank OZK by 9.4% during the second quarter. American Century Companies Inc. now owns 2,631,607 shares of the company’s stock valued at $123,843,000 after purchasing an additional 226,315 shares in the last quarter. Senvest Management LLC boosted its holdings in Bank OZK by 24.4% during the second quarter. Senvest Management LLC now owns 1,581,582 shares of the company’s stock worth $74,429,000 after purchasing an additional 310,707 shares during the last quarter. Finally, Norges Bank purchased a new position in Bank OZK during the second quarter worth about $68,960,000. 86.18% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on OZK shares. Wells Fargo & Company increased their price objective on shares of Bank OZK from $49.00 to $50.00 and gave the company an “equal weight” rating in a research note on Monday, September 29th. Stephens decreased their price target on Bank OZK from $64.00 to $62.00 and set an “overweight” rating for the company in a research report on Thursday. Piper Sandler set a $62.00 price objective on Bank OZK in a research report on Thursday. TD Cowen reduced their price objective on Bank OZK from $56.00 to $54.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Zacks Research upgraded Bank OZK from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 7th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $56.78.

Bank OZK Stock Down 0.5%

Shares of NASDAQ OZK opened at $47.60 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.02 and a quick ratio of 1.03. The stock has a market capitalization of $5.33 billion, a PE ratio of 7.71 and a beta of 0.90. Bank OZK has a one year low of $35.71 and a one year high of $53.66. The business’s fifty day moving average price is $46.81 and its 200-day moving average price is $48.75.

Bank OZK (NASDAQ:OZK) last announced its quarterly earnings data on Tuesday, January 20th. The company reported $1.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.03). The firm had revenue of $436.29 million during the quarter, compared to the consensus estimate of $434.68 million. Bank OZK had a net margin of 25.50% and a return on equity of 12.65%. During the same quarter in the prior year, the firm posted $1.56 earnings per share. On average, equities research analysts anticipate that Bank OZK will post 6.02 EPS for the current year.

Bank OZK Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, January 20th. Stockholders of record on Tuesday, January 13th were given a $0.46 dividend. This represents a $1.84 annualized dividend and a dividend yield of 3.9%. This is an increase from Bank OZK’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend was Tuesday, January 13th. Bank OZK’s payout ratio is presently 29.82%.

Bank OZK News Roundup

Here are the key news stories impacting Bank OZK this week:

• Positive Sentiment: TD Cowen kept a “buy” rating on OZK and still sees upside despite trimming its price target from $56 to $54 — the maintained buy and continued upside projection provide analyst support for the shares. Article Title Article Title
• Positive Sentiment: Analysis pieces argue OZK’s improving business diversification and low valuation (under ~8x earnings) could allow multiple expansion if credit metrics stabilize — a constructive medium-term thesis for investors focused on valuation and recovery. Article Title Article Title
• Neutral Sentiment: Earnings-call coverage frames management as measured: they highlighted CRE exposure and rising charge-offs but emphasized portfolio seasoning, underwriting discipline and actions to optimize funding and margins — useful context but not an immediate catalyst. Article Title
• Neutral Sentiment: Full Q4 earnings-call transcript and highlights are available for investors who want to parse management remarks on credit trends, reserves and capital strategy; these primary sources help assess whether charge-offs are transient. Article Title Article Title
• Negative Sentiment: Q4 results included a modest EPS miss, higher provisions and rising operating expenses; Zacks notes these credit-related headwinds prompted a share pullback as investors reassess near-term earnings and reserve trajectory. Article Title
• Negative Sentiment: American Banker flagged a spike in charge-offs; management says it’s not cause for alarm, but increased charge-offs remain the primary near-term risk that could continue to depress sentiment until trends normalize. Article Title

Bank OZK Profile

Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank’s core operations focus on commercial real estate lending, including acquisition, development and construction financing.