UMBFHIGH SIGNALFINANCIAL10-K

UMBF completed a major forward sale agreement settlement for $235.1M and dramatically expanded its business scale, with total assets growing 45% to $73.1B and net income surging 59% to $702.4M.

The settlement of the forward sale agreement provided substantial capital that appears to have fueled significant business expansion and improved profitability. The company has also broadened its geographic footprint to include Western regions and substantially increased its workforce by 41% to 5,222 employees, indicating aggressive growth execution.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

UMBF demonstrated exceptional financial performance with net income growing 59% to $702.4M and net interest income expanding 55% to $3.4B, while total assets increased 45% to $73.1B. Operating cash flow surged an extraordinary 356% to $1.0B, and stockholders' equity more than doubled to $7.7B, reflecting the successful capital raise and strong earnings retention. While interest expenses increased significantly with the business expansion, the company maintained strong credit quality with provision for credit losses declining 69% to just $5.0M, suggesting effective risk management during this rapid growth phase.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+355.7%
$225.3M$1.0B

Operating cash flow surged 355.7% — exceptional cash generation, highest quality earnings signal.

Interest Expense
P&L
+310.6%
$223.7M$918.6M

Interest expense surged 310.6% — significant debt increase or rising rates materially impacting earnings.

Share Buybacks
Cash Flow
+127.8%
$7.7M$17.6M

Share repurchases increased 127.8% — management returning capital, signals confidence in intrinsic value.

Stockholders Equity
Balance Sheet
+121.9%
$3.5B$7.7B

Equity base grew 121.9% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Capital Expenditure
Cash Flow
+100.7%
$24.2M$48.6M

Capital expenditure jumped 100.7% — major investment cycle underway; assess returns on deployment.

Dividends Paid
Cash Flow
+75.8%
$77.1M$135.6M

Dividend payments increased 75.8% — management confidence in sustained cash generation.

Provision for Credit Losses
P&L
-68.7%
$16.0M$5.0M

Provisions reduced 68.7% — improving credit quality or reserve release boosting reported earnings.

Net Income
P&L
+59.2%
$441.2M$702.4M

Net income grew 59.2% — bottom-line growth signals improving overall business health.

Net Interest Income
P&L
+54.5%
$2.2B$3.4B

Net interest income grew 54.5% — benefiting from rate environment or loan book expansion.

Total Assets
Balance Sheet
+45%
$50.4B$73.1B

Asset base grew 45% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
FORM 10-K SUMMARY 157 SIGNATURES 158 CERTIFICATION PURSUANT TO SECTION 302 OF THE SARBANES-OXLEY ACT CERTIFICATION PURSUANT TO SECTION 302 OF THE SARBANES-OXLEY ACT CERTIFICATION PURSUANT TO 18 U.S.C.
The Company settled the forward sale agreement during the first quarter of 2025 for net proceeds of $235.1 million.
The Bank has its principal office in Missouri and provides financial services primarily throughout the Midwestern, Southwestern, and Western regions of the United States.
Increasingly, financial-technology (fintech) companies, including those related to digital currencies or cryptocurrencies (including stablecoins), and technology companies, are partnering with financial-services providers to compete with the Company for lending, payments, and other business.
On a full-time equivalent basis on December 31, 2025, the Company and its subsidiaries employed 5,222 associates across the country.
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REMOVED
FORM 10-K SUMMARY 147 SIGNATURES 148 CERTIFICATION PURSUANT TO SECTION 302 OF THE SARBANES-OXLEY ACT CERTIFICATION PURSUANT TO SECTION 302 OF THE SARBANES-OXLEY ACT CERTIFICATION PURSUANT TO 18 U.S.C.
The Company expects to receive net proceeds of approximately $231.8 million from the sale of shares of common stock and settlement of the forward sale agreements.
The Bank has its principal office in Missouri and provides financial services primarily throughout the Midwestern and Southwestern regions of the United States.
Increasingly, financial-technology (fintech) companies are partnering with financial-services providers to compete with the Company for lending, payments, and other business.
On a full-time equivalent basis at December 31, 2024, the Company and its subsidiaries employed 3,698 associates across the country.
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