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UMB Financial stock a 'high quality core holding,' says RBC

EditorEmilio Ghigini
Published 11/22/2024, 02:38 AM
UMBF
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On Friday, RBC Capital began coverage on UMB Financial (NASDAQ:UMBF) Corporation (NASDAQ:UMBF) stock, assigning a "Sector Perform" rating and setting a price target of $130.00. The firm highlighted UMB Financial's strong history of growth that outpaces its peers and its clean credit quality as core strengths of the financial institution.

The analyst from RBC Capital expressed a positive outlook on the company's unique institutional businesses, which contribute significantly to fee income and provide stable funding. These elements are seen as differentiators that enhance UMB Financial's market position.

Looking ahead, the anticipated completion of the Heartland acquisition in early 2025 is expected to bring valuable synergies and growth opportunities to UMB Financial. This strategic move is projected to bolster the company's offerings and market reach.

The "Sector Perform" rating reflects a balance between the analyst's favorable view of UMB Financial's business fundamentals and the current market valuation. The rating suggests that the stock is expected to perform in line with the expectations for the sector.

RBC Capital's assessment also takes into account the timeline and process for realizing the full benefits of the Heartland merger. The firm's commentary indicates a measured expectation for the integration and the potential impacts on UMB Financial's performance post-acquisition.

In other recent news, UMB Financial has demonstrated robust financial results for the third quarter of 2024, with GAAP earnings of $109.6 million, or $2.23 per share, and operating earnings of $2.25 per share.

The company's performance was driven by a record loan production of $1.4 billion and nearly 10% annualized loan growth. Additionally, UMB Financial has announced the acquisition of Heartland Financial (NASDAQ:HTLF), expected to be finalized in early 2025.

Morgan Stanley (NYSE:MS) initiated coverage on UMB Financial with an Overweight rating and a price target of $156.00, citing strong trust and loan growth. The firm anticipates UMB Financial to outperform its peers, with a leading net interest margin expansion narrative and superior loan growth.

Meanwhile, Citi maintained its Buy rating on UMB Financial and raised its price target from $127.00 to $130.00, reflecting an optimistic view of the bank's future financial performance. The bank's credit quality remains strong, and there are indications that its overall operating leverage could see improvement.

These recent developments underscore UMB Financial's strong market positioning and growth strategy, particularly as it prepares to complete the acquisition of Heartland Financial.

InvestingPro Insights

UMB Financial Corporation (NASDAQ:UMBF) has demonstrated impressive financial performance and shareholder value, aligning with RBC Capital's positive outlook. According to InvestingPro data, UMBF has a market capitalization of $6.01 billion and a P/E ratio of 15.34, suggesting a reasonable valuation relative to its earnings.

The company's strong growth trajectory, as noted by RBC Capital, is reflected in its revenue growth of 7.93% over the last twelve months, with quarterly revenue growth reaching 10.69% in Q3 2024. This growth is complemented by a robust operating income margin of 37.47%, indicating efficient operations.

InvestingPro Tips highlight UMBF's commitment to shareholder returns. The company has maintained dividend payments for 54 consecutive years and has raised its dividend for 32 consecutive years, showcasing its financial stability and shareholder-friendly policies. This aligns with RBC Capital's positive view on the company's fundamentals.

The stock's recent performance has been particularly strong, with a one-year price total return of 75.35% and a six-month return of 47.19%. This momentum supports RBC Capital's "Sector Perform" rating and $130 price target, which is close to the current InvestingPro Fair Value estimate of $136.5.

Investors considering UMBF should note that InvestingPro offers 12 additional tips for a more comprehensive analysis of the stock's potential. These insights could provide valuable context for understanding the company's position as it approaches the Heartland acquisition in early 2025.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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