Wellington Management Group LLP Sells 251,154 Shares of Bank OZK $OZK

Posted by Francis Steltz on Sep 6th, 2026

Wellington Management Group LLP lowered its position in Bank OZK (NASDAQ:OZK – Free Report) by 34.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 470,333 shares of the company’s stock after selling 251,154 shares during the quarter. Wellington Management Group LLP’s holdings in Bank OZK were worth $24,500,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. BOKF NA bought a new position in Bank OZK during the 3rd quarter valued at about $27,000. Eurizon Capital SGR S.p.A. bought a new stake in Bank OZK in the fourth quarter worth about $36,000. Transamerica Financial Advisors LLC boosted its position in shares of Bank OZK by 111.2% during the fourth quarter. Transamerica Financial Advisors LLC now owns 830 shares of the company’s stock valued at $38,000 after buying an additional 437 shares during the period. Employees Retirement System of Texas purchased a new position in shares of Bank OZK during the third quarter valued at approximately $51,000. Finally, Atlas Capital Advisors Inc. bought a new position in shares of Bank OZK during the fourth quarter valued at approximately $47,000. Institutional investors own 86.18% of the company’s stock.

Bank OZK Stock Up 0.5%

Shares of NASDAQ OZK opened at $50.43 on Friday. Bank OZK has a 52-week low of $42.37 and a 52-week high of $53.66. The firm has a market capitalization of $5.64 billion, a price-to-earnings ratio of 8.34 and a beta of 0.88. The stock has a 50 day moving average price of $50.73 and a 200 day moving average price of $48.78. The company has a debt-to-equity ratio of 0.08, a quick ratio of 0.97 and a current ratio of 0.97.

Bank OZK (NASDAQ:OZK – Get Free Report) last released its quarterly earnings data on Tuesday, July 21st. The company reported $1.49 EPS for the quarter, topping the consensus estimate of $1.48 by $0.01. The company had revenue of $430.02 million for the quarter, compared to the consensus estimate of $436.42 million. Bank OZK had a return on equity of 11.87% and a net margin of 24.95%.Bank OZK’s quarterly revenue was up .5% on a year-over-year basis. During the same period last year, the business posted $1.47 EPS. Sell-side analysts expect that Bank OZK will post 5.83 earnings per share for the current year.

Bank OZK declared that its Board of Directors has initiated a stock buyback program on Monday, June 29th that allows the company to buyback $200.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 3.4% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Bank OZK Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, July 20th. Stockholders of record on Monday, July 13th were paid a dividend of $0.48 per share. This is an increase from Bank OZK’s previous quarterly dividend of $0.47. This represents a $1.92 annualized dividend and a dividend yield of 3.8%. The ex-dividend date was Monday, July 13th. Bank OZK’s payout ratio is 31.74%.

Analyst Ratings Changes

A number of brokerages recently issued reports on OZK. TD Cowen decreased their price target on Bank OZK from $53.00 to $52.00 and set a “hold” rating for the company in a research note on Friday, July 24th. UBS Group increased their target price on Bank OZK from $50.00 to $51.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 28th. Weiss Ratings upgraded Bank OZK from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, June 23rd. Morgan Stanley boosted their target price on shares of Bank OZK from $54.00 to $56.00 and gave the company an “equal weight” rating in a research note on Monday, June 29th. Finally, Wells Fargo & Company upped their price target on shares of Bank OZK from $52.00 to $56.00 and gave the stock an “equal weight” rating in a report on Monday, August 10th. Three analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $56.88.

Read Our Latest Analysis on OZK

Bank OZK Profile

(Free Report)

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.