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The company

UMB Financial Corporation

UMBF · Nasdaq

FinancialsRegional banksSetting up

UMBF stood above a rising 150-day average in 37 of the last 52 weekly readings, and has been out of that trend for the last 3 weeks. It is 1.6% below that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 3
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$413K
Insider sales, 12 months
$20.9M
Officials’ trades on record
7
Institutions holding
456 (+34)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 37 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$10.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

7 disclosed lines: House 7, Senate 0, executive 0; 3 people.

WhoDidAmountTraded
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k9 Apr 2025filed 14 May 2025
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k22 May 2024filed 8 Jun 2024
Josh Gottheimer House: U.S. House ClerkNJ05boughtjoint$1k–$15k20 Dec 2023filed 7 Jan 2024
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k17 Aug 2018filed 5 Sep 2018
Thomas MacArthur House: U.S. House ClerkNJ03sold$15k–$50k1 Feb 2016filed 3 Mar 2016
Thomas MacArthur House: U.S. House ClerkNJ03bought$15k–$50k19 Jan 2016filed 6 Feb 2016
Thomas MacArthur House: U.S. House ClerkNJ03sold$15k–$50k16 Dec 2015filed 6 Jan 2016

Insiders

Buy orders, 12 months6
Sale orders, 12 months20
Buyers · sellers2 · 11
WhoDidSharesTraded
Greg M. GravesDirectorbought573.145at $139.601 Sep 2026filed 3 Sep 2026
Tamara PetermanDirectorbought394.055at $139.601 Sep 2026filed 3 Sep 2026
Ram ShankarChief Financial Officersold2,000at $151.6117 Aug 2026filed 18 Aug 2026
Thomas S. TerryChief Credit Officersold5,713at $151.7717 Aug 2026filed 18 Aug 2026
Susan G. MurphyDirectorsold475at $145.666 Aug 2026filed 7 Aug 2026
Susan G. MurphyDirectorsold902at $145.506 Aug 2026filed 7 Aug 2026
David Carl OdgersChief Accounting Officersold145at $147.305 Aug 2026filed 6 Aug 2026
Phillip James MasonPresident, Inst. Bankingsold800at $147.004 Aug 2026filed 4 Aug 2026
Nikki Farentino NewtonPresident, Private Wealth Mgmtsold1,999at $148.604 Aug 2026filed 4 Aug 2026
Nikki Farentino NewtonPresident, Private Wealth Mgmtsold1at $148.724 Aug 2026filed 4 Aug 2026
Uma WilsonExecutive Vice Presidentsold4,145at $148.004 Aug 2026filed 4 Aug 2026
J. Mariner KemperChairman and CEOsold15,062at $148.554 Aug 2026filed 6 Aug 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders456+34 on the quarter
New · exited86 · 52
Reported value$10.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202610,215,651$1.5B+871,184+9.3%
UMB Bank, n.a.reduced · filed 13 Aug 20264,674,963$667.4M-48,610−1.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20264,213,123$601.5M+76,903+1.9%
STATE STREET CORPadded · filed 7 Aug 20264,133,285$591.8M+151,684+3.8%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,130,338$446.9M+29,045+0.9%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20263,030,849$432.7M+120,917+4.2%
FMR LLCadded · filed 13 Aug 20262,671,666$381.4M+249,231+10.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20262,064,907$294.8M+117,461+6.0%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 20261,687,247$240.9M-1,019,877−37.7%
NEUBERGER BERMAN GROUP LLCreduced · filed 13 Aug 20261,562,240$223.0M-137,399−8.1%
31 Mar 2023 – 30 Jun 2026
197322446Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Greg M. Graves Company insiderDirector · last 1 Sep 2026100 · 1
Tamara Peterman Company insiderDirector · last 1 Sep 202623 · 0
Ram Shankar Company insiderChief Financial Officer · last 17 Aug 20261 · 3
Thomas S. Terry Company insiderChief Credit Officer · last 17 Aug 20260 · 11
Susan G. Murphy Company insiderDirector · last 6 Aug 20260 · 1
David Carl Odgers Company insiderChief Accounting Officer · last 5 Aug 20260 · 4
J. Mariner Kemper Company insiderChairman and CEO · last 4 Aug 20260 · 241
Nikki Farentino Newton Company insiderPresident, Private Wealth Mgmt · last 4 Aug 20260 · 7
Phillip James Mason Company insiderPresident, Inst. Banking · last 4 Aug 20260 · 3
Uma Wilson Company insiderExecutive Vice President · last 4 Aug 20260 · 8
Kevin Charles Gallagher Company insiderDirector · last 31 Jul 20263 · 7
Robert Brian Beaird Company insiderChief Human Resource Officer · last 31 Jul 20260 · 9

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025146%
Debt to equityFY 2025 · to 31 Dec 20250.06×
Share count trendFY 2025 · to 20 Feb 20260.2%
Cash and equivalentsFY 2025 · to 31 Dec 2025$7.8B
Free cash flowFY 2025 · to 31 Dec 2025$978.1M

Analyst forecasts

No analyst forecasts yet.