UMB Financial Corporation (UMBF)

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UMB Financial Corporation (UMBF) is up 27.6% since the beginning of the year. At $146 per share, UMBF is trading just below its 52-week high of $150. Investors who bought $1,000 worth of UMBF shares 5 years ago would now be looking at an investment worth $1,693.

UMB Financial Corporation (UMBF) has returned 27.57% so far this year and 36.36% over the past 12 months. Over the last ten years, UMBF has returned 12.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Mar 27, 1990, UMBF's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Oct 2020 with a return of +24.2%, while the worst month was Mar 2023 at -36.1%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 6 months.

On a daily basis, UMBF closed higher 47% of trading days. The best single day was Sep 19, 2008 with a return of +17.8%, while the worst single day was Sep 22, 2008 at -24.7%.

UMB Financial Corporation has an annualized alpha of 4.02%, beta of 0.91, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.37%) than losses (61.90%) - typical of diversified or defensive assets.
• R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UMBF ranks 78 for risk / return — above 78% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

UMB Financial Corporation provided a 1.16% dividend yield over the last twelve months, with an annual payout of $1.69 per share. The company has been increasing its dividends for 16 consecutive years.

The table displays the monthly dividend distributions for UMB Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the UMB Financial Corporation. 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 UMB Financial Corporation was 52.70%, occurring on Oct 3, 2011. Recovery took 538 trading sessions.

The current UMB Financial Corporation drawdown is 1.71%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of UMB Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how UMB Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.