16,857 Shares in UMB Financial Corporation $UMBF Bought by Y Intercept Hong Kong Ltd

Posted by Stanley Muller on Jul 10th, 2026

Y Intercept Hong Kong Ltd purchased a new stake in shares of UMB Financial Corporation (NASDAQ:UMBF – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 16,857 shares of the bank’s stock, valued at approximately $1,901,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV raised its position in shares of UMB Financial by 4.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 2,563 shares of the bank’s stock worth $295,000 after acquiring an additional 102 shares during the period. Steward Partners Investment Advisory LLC grew its position in shares of UMB Financial by 3.9% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 2,910 shares of the bank’s stock valued at $335,000 after acquiring an additional 108 shares during the period. Concurrent Investment Advisors LLC grew its position in shares of UMB Financial by 1.8% during the 4th quarter. Concurrent Investment Advisors LLC now owns 6,424 shares of the bank’s stock valued at $739,000 after acquiring an additional 112 shares during the period. Quadrant Capital Group LLC grew its position in shares of UMB Financial by 0.8% during the 3rd quarter. Quadrant Capital Group LLC now owns 16,560 shares of the bank’s stock valued at $1,960,000 after acquiring an additional 129 shares during the period. Finally, Commonwealth Equity Services LLC increased its stake in shares of UMB Financial by 3.4% in the 4th quarter. Commonwealth Equity Services LLC now owns 3,908 shares of the bank’s stock valued at $450,000 after purchasing an additional 129 shares in the last quarter. Hedge funds and other institutional investors own 87.78% of the company’s stock.

Insider Buying and Selling

In other news, President James D. Rine sold 8,246 shares of the company’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $132.59, for a total value of $1,093,337.14. Following the completion of the sale, the president directly owned 61,446 shares in the company, valued at $8,147,125.14. This represents a 11.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Kevin Charles Gallagher sold 381 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $132.88, for a total value of $50,627.28. Following the completion of the sale, the director directly owned 12,223 shares of the company’s stock, valued at approximately $1,624,192.24. This represents a 3.02% decrease in their position. The SEC filing for this sale provides additional information. 5.33% of the stock is owned by corporate insiders.

UMB Financial Stock Performance

NASDAQ:UMBF opened at $143.71 on Friday. The company’s 50-day moving average price is $133.84 and its 200-day moving average price is $125.02. 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 company has a market cap of $10.92 billion, a P/E ratio of 12.75, a P/E/G ratio of 0.78 and a beta of 0.77. UMB Financial Corporation has a twelve month low of $103.38 and a twelve month high of $146.90.

UMB Financial (NASDAQ:UMBF – Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $739.16 million during the quarter, compared to analysts’ expectations of $701.79 million. UMB Financial had a net margin of 20.42% and a return on equity of 13.07%. UMB Financial’s revenue was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.58 EPS. On average, sell-side analysts forecast that UMB Financial Corporation will post 12.85 earnings per share for the current fiscal year.

UMB Financial Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 1st. Stockholders of record on Wednesday, June 10th were issued a dividend of $0.43 per share. This represents a $1.72 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Wednesday, June 10th. UMB Financial’s payout ratio is currently 15.26%.

Wall Street Analysts Forecast Growth

UMBF has been the topic of a number of recent analyst reports. Zacks Research downgraded UMB Financial from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 30th. Morgan Stanley raised their price objective on UMB Financial from $143.00 to $159.00 and gave the company an “overweight” rating in a report on Monday, June 29th. Wells Fargo & Company upped their target price on UMB Financial from $130.00 to $139.00 and gave the stock an “equal weight” rating in a research note on Monday. Weiss Ratings upgraded UMB Financial from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, April 27th. Finally, Piper Sandler increased their target price on UMB Financial from $155.00 to $161.00 and gave the company an “overweight” rating in a research report on Friday, June 26th. One investment 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’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $148.91.

Check Out Our Latest Research Report on UMBF

UMB Financial 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.