California Public Employees Retirement System Acquires 4,928 Shares of UMB Financial Corporation $UMBF

Posted by George Bondi on Jul 24th, 2026

California Public Employees Retirement System increased its holdings in UMB Financial Corporation (NASDAQ:UMBF – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 132,821 shares of the bank’s stock after purchasing an additional 4,928 shares during the quarter. California Public Employees Retirement System’s holdings in UMB Financial were worth $14,981,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of UMBF. MBM Wealth Consultants LLC bought a new position in UMB Financial during the 1st quarter worth $26,000. Kemnay Advisory Services Inc. acquired a new position in UMB Financial during the 4th quarter worth about $27,000. Hilton Head Capital Partners LLC bought a new stake in shares of UMB Financial in the 4th quarter valued at about $34,000. Torren Management LLC bought a new stake in shares of UMB Financial in the 4th quarter valued at about $37,000. Finally, EverSource Wealth Advisors LLC increased its stake in shares of UMB Financial by 193.5% in the second quarter. EverSource Wealth Advisors LLC now owns 405 shares of the bank’s stock valued at $43,000 after buying an additional 267 shares during the period. 87.78% of the stock is currently owned by institutional investors and hedge funds.

UMB Financial Stock Down 1.2%

UMB Financial stock opened at $139.12 on Friday. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 0.06. UMB Financial Corporation has a 12-month low of $103.38 and a 12-month high of $148.31. The firm’s fifty day moving average is $136.81 and its 200 day moving average is $126.87. The company has a market capitalization of $10.57 billion, a PE ratio of 12.34, a PEG ratio of 0.78 and a beta of 0.77.

UMB Financial (NASDAQ:UMBF – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The bank reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $2.82 by $0.59. UMB Financial had a net margin of 20.42% and a return on equity of 13.07%. The business had revenue of $739.16 million during the quarter, compared to analysts’ expectations of $701.79 million. During the same period last year, the company posted $2.58 earnings per share. The business’s quarterly revenue was up 31.1% on a year-over-year basis. As a group, sell-side analysts predict that UMB Financial Corporation will post 12.85 EPS for the current fiscal year.

UMB Financial Dividend Announcement

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

Insider Transactions at UMB Financial

In other news, Director Kevin Charles Gallagher sold 381 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was 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 in the company, valued at $1,624,192.24. This trade represents a 3.02% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, President James D. Rine sold 8,246 shares of the business’s stock in a transaction dated Tuesday, June 9th. The shares were 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 of the company’s stock, valued at $8,147,125.14. The trade was a 11.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 5.33% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Royal Bank Of Canada raised their price objective on UMB Financial from $138.00 to $142.00 and gave the stock an “outperform” rating in a research report on Thursday, April 30th. Barclays upped their target price on UMB Financial from $160.00 to $170.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Morgan Stanley raised their price target on shares of UMB Financial from $143.00 to $159.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. Hovde Group boosted their price target on shares of UMB Financial from $145.00 to $150.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Finally, Truist Financial boosted their price target on shares of UMB Financial from $140.00 to $161.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $152.17.

Get Our Latest Stock Report on UMBF

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.