William Blair Investment Management LLC Lowers Position in UMB Financial Corporation $UMBF

Posted by Brian Himes on May 26th, 2026

William Blair Investment Management LLC reduced its stake in UMB Financial Corporation (NASDAQ:UMBF – Free Report) by 9.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 225,846 shares of the bank’s stock after selling 23,280 shares during the quarter. William Blair Investment Management LLC owned approximately 0.30% of UMB Financial worth $25,981,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of UMBF. Royal Bank of Canada raised its position in UMB Financial by 28.2% in the 1st quarter. Royal Bank of Canada now owns 42,829 shares of the bank’s stock valued at $4,329,000 after buying an additional 9,417 shares during the last quarter. NewEdge Advisors LLC raised its position in UMB Financial by 47.0% in the 1st quarter. NewEdge Advisors LLC now owns 5,643 shares of the bank’s stock valued at $570,000 after buying an additional 1,803 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in UMB Financial by 65.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 207,881 shares of the bank’s stock valued at $21,017,000 after buying an additional 82,083 shares during the last quarter. Jane Street Group LLC raised its position in UMB Financial by 161.7% in the 1st quarter. Jane Street Group LLC now owns 49,877 shares of the bank’s stock valued at $5,043,000 after buying an additional 30,820 shares during the last quarter. Finally, Cetera Investment Advisers raised its position in UMB Financial by 6.8% in the 2nd quarter. Cetera Investment Advisers now owns 4,232 shares of the bank’s stock valued at $445,000 after buying an additional 269 shares during the last quarter. 87.78% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Zacks Research raised UMB Financial from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 6th. TD Cowen increased their price target on UMB Financial from $141.00 to $147.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Hovde Group raised their target price on UMB Financial from $145.00 to $150.00 and gave the company an “outperform” rating in a research report on Wednesday, April 29th. Piper Sandler raised their target price on UMB Financial from $152.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, Raymond James Financial reaffirmed a “strong-buy” rating and set a $145.00 target price on shares of UMB Financial in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, UMB Financial currently has a consensus rating of “Buy” and an average target price of $145.55.

View Our Latest Analysis on UMBF

UMB Financial Stock Performance

Shares of UMB Financial stock opened at $131.21 on Tuesday. UMB Financial Corporation has a 1 year low of $98.16 and a 1 year high of $136.11. The firm has a market cap of $9.97 billion, a PE ratio of 11.64, a P/E/G ratio of 0.89 and a beta of 0.78. The stock has a fifty day moving average price of $120.75 and a 200-day moving average price of $119.40. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.75 and a quick ratio of 0.75.

UMB Financial (NASDAQ:UMBF – Get Free Report) last announced its earnings results on Tuesday, April 28th. The bank reported $3.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.82 by $0.59. UMB Financial had a return on equity of 13.07% and a net margin of 20.42%.The firm had revenue of $739.16 million during the quarter, compared to analyst estimates of $701.79 million. During the same period last year, the firm posted $2.58 EPS. The business’s revenue was up 31.1% compared to the same quarter last year. Equities research analysts anticipate that UMB Financial Corporation will post 12.76 EPS for the current year.

UMB Financial Announces Dividend

The firm 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. The ex-dividend date of this dividend is Wednesday, June 10th. This represents a $1.72 annualized dividend and a dividend yield of 1.3%. UMB Financial’s dividend payout ratio (DPR) is currently 15.26%.

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.