Bank OZK (OZK)
Company Info
Highlights
$5.27B
$6.08
7.63
$2.72B
$2.72B
$804.01M
$36.73 - $51.50
$52.25
14.13%
11.61
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Bank OZK, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Bank OZK had a return of -8.90% year-to-date (YTD) and -10.49% in the last 12 months. Over the past 10 years, Bank OZK had an annualized return of 4.69%, while the S&P 500 had an annualized return of 11.01%, indicating that Bank OZK did not perform as well as the benchmark.
OZK
-8.90%
-9.21%
14.37%
-10.49%
11.19%
4.69%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of OZK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -8.74% | -2.90% | 3.79% | -0.89% | -6.20% | -2.10% | 15.42% | -7.55% | -0.83% | 2.76% | 14.22% | -8.90% | |
| 2023 | 14.93% | 0.79% | -25.70% | 5.57% | -3.19% | 16.14% | 9.84% | -8.14% | -7.72% | -2.44% | 16.89% | 19.04% | 29.12% |
| 2022 | 1.29% | 0.36% | -9.19% | -9.32% | 7.94% | -9.50% | 7.79% | 1.07% | -2.39% | 9.52% | 7.38% | -13.20% | -11.24% |
| 2021 | 19.78% | 10.93% | -0.90% | 1.06% | 4.20% | -1.29% | -2.76% | 4.23% | 1.30% | 4.63% | 0.09% | 4.07% | 53.15% |
| 2020 | -10.12% | -6.59% | -34.23% | 37.49% | -0.57% | 4.36% | 3.80% | -4.20% | -7.47% | 17.63% | 12.83% | 11.84% | 7.59% |
| 2019 | 34.01% | 8.11% | -11.65% | 13.52% | -11.49% | 4.12% | 2.47% | -15.63% | 5.70% | 3.89% | 5.77% | 2.78% | 38.21% |
| 2018 | 3.48% | -0.12% | -3.25% | -2.63% | 1.58% | -5.26% | -8.80% | -1.08% | -6.18% | -27.52% | -0.95% | -15.76% | -52.03% |
| 2017 | 4.68% | -0.26% | -4.97% | -8.41% | -6.89% | 6.04% | -7.58% | -0.44% | 11.85% | -2.59% | 3.43% | 0.48% | -6.51% |
| 2016 | -10.06% | -14.66% | 10.91% | -1.23% | -5.79% | -3.57% | -3.69% | 8.86% | -1.99% | -3.35% | 31.28% | 8.39% | 7.95% |
| 2015 | -14.15% | 12.86% | 0.90% | 5.32% | 13.44% | 4.05% | -3.26% | -5.26% | 4.69% | 14.66% | 8.52% | -8.88% | 32.21% |
| 2014 | 12.47% | 0.03% | 7.32% | -11.68% | -1.44% | 13.31% | -7.68% | 3.84% | -1.35% | 12.26% | 2.72% | 4.75% | 36.05% |
| 2013 | 8.99% | 5.70% | 15.53% | -7.33% | 6.65% | -0.73% | 10.72% | -5.02% | 5.64% | 3.68% | 13.48% | 0.78% | 71.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OZK is 32, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bank OZK (OZK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Bank OZK provided a 3.61% dividend yield over the last twelve months, with an annual payout of $1.58 per share. The company has been increasing its dividends for 20 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.58 | $1.42 | $1.26 | $1.13 | $1.08 | $0.94 | $0.80 | $0.71 | $0.63 | $0.55 | $0.47 | $0.36 |
Dividend yield | 3.61% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% | 1.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Bank OZK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.38 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $1.58 |
| 2023 | $0.34 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $1.42 |
| 2022 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $1.26 |
| 2021 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $1.13 |
| 2020 | $0.26 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $1.08 |
| 2019 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.94 |
| 2018 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.80 |
| 2017 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.71 |
| 2016 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.63 |
| 2015 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 |
| 2014 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.47 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.36 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Bank OZK. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Bank OZK was 70.41%, occurring on Apr 3, 2020. Recovery took 443 trading sessions.
The current Bank OZK drawdown is 13.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.41% | Mar 2, 2017 | 779 | Apr 3, 2020 | 443 | Jan 5, 2022 | 1222 |
| -69.34% | May 6, 1998 | 636 | Dec 1, 2000 | 334 | Apr 15, 2002 | 970 |
| -61.79% | Dec 12, 2005 | 645 | Jul 7, 2008 | 440 | Apr 6, 2010 | 1085 |
| -35.89% | Dec 2, 2015 | 143 | Jun 27, 2016 | 127 | Dec 27, 2016 | 270 |
| -35.26% | Jan 10, 2022 | 336 | May 11, 2023 | 149 | Dec 13, 2023 | 485 |
Volatility
Volatility Chart
The current Bank OZK volatility is 8.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Bank OZK.
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Income Statement
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