UMBFOHIGH SIGNALFINANCIAL10-K

UMBFO completed a major capital raise settling forward sale agreements for $235.1M and experienced explosive growth with operating cash flow surging 356% and net income rising 59%.

The company appears to have undergone significant expansion or acquisition activity, evidenced by the massive increases in assets (+45%), equity (+122%), and operating cash flow, funded partly through the forward share sale settlement. The 311% spike in interest expense alongside 55% growth in net interest income suggests substantial balance sheet expansion, likely through increased lending or acquisition of interest-bearing assets.

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

UMBFO's financial profile transformed dramatically with total assets growing 45% to $73.1B and stockholders' equity more than doubling to $7.7B, supported by the $235.1M forward sale settlement. While interest expense exploded 311% to $918.6M, net interest income grew 55% to $3.4B and net income surged 59% to $702.4M, indicating successful deployment of capital despite higher funding costs. The company simultaneously expanded operations (capex doubled, workforce grew 41%) while improving credit quality (provision for losses fell 69%) and returning more cash to shareholders through increased dividends and buybacks.

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.
+7 more — sign up free →
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.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →