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UMB Financial Corp.

UMBF Financial Services Unknown Updated July 20, 2026
$143.80
52W $103.38 – $148.31
66/100
12.7
0.78
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Buy
Conviction: Contested · 67% agreement · 6 analysts
-25.8%
Contested
Is UMBF Bullish or Bearish?
Bullish. Innellis AI committee rates UMB Financial Corp. (UMBF) Buy with a composite score of 66/100 , based on 6 analysts with 67% agreement. Last updated July 20, 2026.
Executive Summary
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull & Bear Case
Bull Case
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Higher Highs / Higher Lows structure confirms bullish price action.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.302) — bearish momentum.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
66/100
Agreement
67%
Analysts
6
Conviction
Contested
Value Analyst bullish
77 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 12.5 is inexpensive for the broad market
Growth Analyst bullish
85 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 72.2% YoY -- genuine top-line momentum
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
61 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
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Investment Thesis Evolution

Committee score moved marginally from 65.7 to 65.7.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
52.8
Neutral
MACD Histogram
-0.302
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.60
Inside Bands
Price vs Moving Averages
EMA 9
$144.79 Below
EMA 21
$142.40 Above
EMA 50
$136.79 Above
EMA 200
$124.57 Above
Fundamental Analysis
Valuation
100
Growth
78
Profitability
0
Financial Health
50
Cash Flow
37
Valuation
P/E Ratio 12.7×
P/B Ratio 1.41×
PEG Ratio 0.31
Dividend Yield 0.01%
52W High $148.31
52W Low $103.38
Quality & Growth
ROE 9.1%
ROA 1.0%
Gross Margin 56.7%
Operating Margin 20.9%
Revenue Growth YoY
Debt / Equity 0.51
AI Fundamental Assessment
P/E ratio of 12.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.6%; Current ratio of 0.21 (tight short-term liquidity); Debt-to-equity of 0.51; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (12.89); Most recent quarter beat estimates by 17.3%; 2 consecutive earnings beats; EPS growth accelerating (+16.1% -> +22.3% QoQ); Analyst estimates rising over recent quarters
Key Risks
  • MACD histogram is negative (-0.302) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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