Subscribe

Bank OZK (OZK)

USD50.58 -0.09 (-0.18%)
US NASDAQ Financial Services Banks - Regional
Address 18000 Cantrell Road 72223
Little Rock, AR, US
CEO George G. Gleason
Website ozk.com
IPO 1997-07-17
CIK 1569650 ISIN US06417N1037

Explore sections of this company profile

Also trades on NASDAQ Global Select · OZK (USD) NASDAQ Global Select · OZKAP (USD)
Description

Bank OZK is a financial institution offering a comprehensive range of banking services to both retail and commercial clients. Its deposit offerings encompass a wide array of account types, such as demand deposit accounts (both interest and non-interest-bearing), business sweep, savings, money market, and individual retirement accounts, alongside various time deposit options. Beyond deposits, Bank OZK extends diverse lending solutions. These include financing for real estate, consumers, and businesses, as well as specialized areas like recreational vehicles, marine vessels, commercial & industrial projects, and government-guaranteed loans. The bank also supports agriculture, small businesses, homebuilders, and affordable housing initiatives. Additional financial provisions cover business aviation and subscription-based services, as well as conventional mortgage and other loan products. Furthermore, the institution delivers trust and wealth management services. This encompasses personal wealth planning, custodial arrangements, investment management, and retirement account administration. For corporate clients, it provides essential corporate trust services, acting as a trustee, paying agent, and registered transfer agent, among other related functions. Its suite of treasury management offerings is designed to streamline business operations, featuring services like automated clearing house (ACH) transactions, wire transfers, detailed transaction reporting, wholesale lockbox processing, remote deposit capture, automated credit line transfers, account reconciliation, positive pay fraud prevention, and merchant and commercial card services. It also manages specialized accounts such as zero balance and investment sweep accounts. Customers also benefit from convenient access through ATMs, telephone, online, and mobile banking platforms. The bank issues both debit and credit cards, offers safe deposit boxes, and processes merchant debit and credit card transactions, along with other supplementary products and services. With a history dating back to its founding in 1903, Bank OZK is headquartered in Little Rock, Arkansas. It expanded its footprint to approximately 240 branches across states including Arkansas, Georgia, Florida, North Carolina, Texas, Carolina, California, New York, and Mississippi as of the end of 2021. The institution adopted its current name, Bank OZK, in July 2018, having previously been known as Bank of the Ozarks.

News Sentiment (7d)
79 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD50.58 -0.09 (-0.18%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
0.89
Float Shares
101.20M
Free Float %
92.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.03% +0.35% +0.48% +3.93% +5.15% +5.15% +9.78% +39.94% +11.99% +24.36% +4,107.83%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Hold
Price Targets & DCF
Current price
50.58
Low 51.00 +0.8%
Consensus 58.00 +14.7%
Median 59.50 +17.6%
High 62.00 +22.6%
DCF (Unlevered) 95.46 +88.7%
DCF (Levered) 102.88 +103.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 40% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 5 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 10
58.50
+15.7%
All Time 20
54.55
+7.8%
Quality scores
Altman Z-Score
0.42
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +1.2% Q1'26: -1.3% (vs Q1'25)
  • EPS growth
    +0.5% Q1'26: -2.0% (vs Q1'25)
  • FCF margin
    Q1'26: +32.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +32.0% (vs Q1'25)
  • ROIC
    Q1'26: +12.4% (vs Q1'25)
  • Share dilution
    -1.7% Q1'26: -2.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.96× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.90) × ERP
WACC = 92% × Ke + 8% × Kd (232.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 95.46 Current price: 50.58
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1998
actual
Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
8 EPS Ana.
Dec 2027
7 Rev. Ana.
8 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Revenue
43.90M
est: 23.40M (+87.6%)
66.29M
est: 24.47M (+170.9%)
67.47M
est: 34.60M (+95.0%)
72.60M
est: 46.24M (+57.0%)
86.27M
est: 60.90M (+41.7%)
103.46M
est: 74.73M (+38.4%)
132.13M
est: 84.25M (+56.8%)
178.43M
est: 92.24M (+93.4%)
199.95M
est: 96.40M (+107.4%)
202.35M
est: 113.36M (+78.5%)
216.96M
est: 156.83M (+38.3%)
188.39M
est: 142.53M (+32.2%)
241.65M
est: 173.81M (+39.0%)
249.40M
est: 226.68M (+10.0%)
277.09M
est: 265.02M (+4.6%)
366.83M
est: 343.47M (+6.8%)
506.90M
est: 482.94M (+5.0%)
755.57M
est: 700.97M (+7.8%)
1.05B
est: 956.42M (+9.3%)
1.20B
est: 991.15M (+21.2%)
1.26B
est: 989.18M (+27.6%)
1.18B
est: 980.56M (+20.0%)
1.19B
est: 1.08B (+9.7%)
1.38B
est: 1.24B (+11.1%)
2.25B
est: 1.42B (+58.0%)
2.77B
est: 1.66B (+67.3%)
2.81B
est: 1.73B (+62.2%)
1.75B
1.74B – 1.76B
+1.2% YoY
1.86B
1.84B – 1.88B
+6.4% YoY
2.01B
1.98B – 2.04B
+8.0% YoY
EBITDA
9.30M
est: 11.10M (-16.2%)
11.60M
est: 11.61M (-0.1%)
14.78M
est: 16.41M (-10.0%)
24.71M
est: 37.42M (-34.0%)
33.18M
est: 49.54M (-33.0%)
40.66M
est: 61.71M (-34.1%)
47.50M
est: 39.97M (+18.8%)
47.24M
est: 43.76M (+8.0%)
49.74M
est: 45.73M (+8.8%)
48.38M
est: 53.77M (-10.0%)
60.22M
est: 87.79M (-31.4%)
95.44M
est: 98.67M (-3.3%)
158.55M
est: 82.45M (+92.3%)
119.80M
est: 134.71M (-11.1%)
141.42M
est: 153.23M (-7.7%)
185.43M
est: 199.24M (-6.9%)
294.23M
est: 316.88M (-7.1%)
453.55M
est: 483.38M (-6.2%)
620.15M
est: 633.93M (-2.2%)
589.50M
est: 834.51M (-29.4%)
606.85M
est: 876.87M (-30.8%)
419.97M
est: 533.79M (-21.3%)
796.05M
est: 699.63M (+13.8%)
777.05M
est: 776.04M (+0.1%)
930.81M
est: 669.09M (+39.1%)
1.02B
est: 778.79M (+31.0%)
934.27M
est: 812.19M (+15.0%)
821.89M
817.17M – 826.62M
+1.2% YoY
874.13M
864.79M – 883.48M
+6.4% YoY
943.67M
932.01M – 956.42M
+8.0% YoY
EBIT
8.20M
est: 4.10M (+100.0%)
9.92M
est: 1.40M (+610.4%)
13.04M
est: 3.02M (+331.9%)
22.95M
est: 4.72M (+386.3%)
30.30M
est: 14.28M (+112.2%)
37.91M
est: 8.78M (+331.7%)
45.45M
est: 21.05M (+115.9%)
45.11M
est: 10.55M (+327.6%)
46.19M
est: 10.72M (+331.0%)
44.62M
est: 20.45M (+118.2%)
55.94M
est: 23.80M (+135.0%)
90.54M
est: 62.64M (+44.5%)
151.51M
est: 145.91M (+3.8%)
111.00M
est: 99.63M (+11.4%)
131.41M
est: 86.64M (+51.7%)
172.45M
est: 49.52M (+248.2%)
276.77M
est: 68.99M (+301.1%)
428.51M
est: 308.08M (+39.1%)
586.08M
est: 371.26M (+57.9%)
554.06M
est: 435.62M (+27.2%)
564.34M
est: 434.75M (+29.8%)
376.18M
est: 430.96M (-12.7%)
752.92M
est: 475.64M (+58.3%)
721.53M
est: 546.07M (+32.1%)
867.00M
est: 630.03M (+37.6%)
931.29M
est: 733.33M (+27.0%)
934.27M
est: 764.78M (+22.2%)
773.91M
769.47M – 778.36M
+1.2% YoY
823.10M
814.30M – 831.91M
+6.4% YoY
888.58M
877.60M – 900.58M
+8.0% YoY
Net Income
5.60M
est: 5.60M (+0.0%)
7.63M
est: 6.31M (+20.9%)
8.96M
est: 8.19M (+9.4%)
14.41M
est: 12.25M (+17.6%)
20.20M
est: 18.81M (+7.4%)
25.88M
est: 24.49M (+5.7%)
31.49M
est: 30.09M (+4.7%)
31.69M
est: 30.99M (+2.3%)
31.75M
est: 30.15M (+5.3%)
34.25M
est: 33.23M (+3.1%)
43.10M
est: 28.14M (+53.2%)
64.00M
est: 48.14M (+33.0%)
101.32M
est: 115.20M (-12.0%)
77.04M
est: 73.38M (+5.0%)
91.24M
est: 85.63M (+6.6%)
118.61M
est: 114.50M (+3.6%)
182.25M
est: 179.29M (+1.7%)
269.98M
est: 255.76M (+5.6%)
421.89M
est: 350.37M (+20.4%)
417.11M
est: 431.17M (-3.3%)
425.91M
est: 421.88M (+1.0%)
291.90M
est: 224.55M (+30.0%)
579.00M
est: 462.38M (+25.2%)
564.14M
est: 521.26M (+8.2%)
690.78M
est: 685.81M (+0.7%)
716.46M
est: 677.97M (+5.7%)
715.48M
est: 690.70M (+3.6%)
657.33M
656.19M – 673.87M
-4.8% YoY
719.01M
704.93M – 733.08M
+9.4% YoY
795.20M
778.83M – 811.56M
+10.6% YoY
SGA
7.20M
est: 7.30M (-1.4%)
8.93M
est: 8.17M (+9.3%)
10.55M
est: 9.65M (+9.4%)
15.27M
est: 12.22M (+25.0%)
19.43M
est: 18.26M (+6.4%)
22.10M
est: 20.95M (+5.5%)
24.80M
est: 23.61M (+5.1%)
29.05M
est: 28.02M (+3.7%)
29.72M
est: 28.42M (+4.6%)
30.13M
est: 30.03M (+0.4%)
58.89M
est: 29.35M (+100.7%)
50.92M
est: 43.09M (+18.2%)
68.84M
est: 42.35M (+62.6%)
71.96M
est: 66.42M (+8.3%)
78.42M
est: 82.55M (-5.0%)
92.94M
est: 101.37M (-8.3%)
104.44M
est: 109.11M (-4.3%)
140.15M
est: 153.85M (-8.9%)
171.30M
est: 184.72M (-7.3%)
196.78M
est: 242.14M (-18.7%)
213.52M
est: 260.99M (-18.2%)
228.13M
est: 263.65M (-13.5%)
228.52M
est: 219.66M (+4.0%)
244.78M
est: 255.57M (-4.2%)
305.35M
est: 218.73M (+39.6%)
342.18M
est: 254.59M (+34.4%)
389.17M
est: 265.51M (+46.6%)
268.68M
267.14M – 270.22M
+1.2% YoY
285.76M
282.70M – 288.81M
+6.4% YoY
308.49M
304.68M – 312.66M
+8.0% YoY
EPS
0.09
est: 0.08 (+16.4%)
0.10
est: 0.08 (+25.0%)
0.15
est: 0.12 (+25.0%)
0.24
est: 0.18 (+33.3%)
0.32
est: 0.28 (+14.3%)
0.39
est: 0.36 (+8.3%)
0.47
est: 0.44 (+6.8%)
0.48
est: 0.46 (+4.3%)
0.47
est: 0.44 (+6.8%)
0.51
est: 0.48 (+6.3%)
0.55
est: 0.47 (+17.0%)
0.94
est: 0.45 (+111.2%)
1.50
est: 0.81 (+85.2%)
1.11
est: 1.02 (+8.8%)
1.21
est: 1.16 (+4.3%)
1.53
est: 1.40 (+9.3%)
2.10
est: 2.06 (+1.8%)
2.59
est: 2.53 (+2.2%)
3.36
est: 3.09 (+8.9%)
3.24
est: 3.18 (+1.8%)
3.30
est: 3.28 (+0.6%)
2.26
est: 2.11 (+7.4%)
4.49
est: 4.28 (+4.9%)
4.55
est: 4.52 (+0.7%)
5.89
est: 6.04 (-2.5%)
6.16
est: 6.03 (+2.1%)
6.21
est: 6.19 (+0.3%)
5.93
5.86 – 6.01
-4.2% YoY
6.42
6.29 – 6.54
+8.1% YoY
7.10
6.95 – 7.24
+10.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-27 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-26 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-22 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-21 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-20 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-19 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-18 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-15 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-14 A 4/5 5/5 4/5 4/5 3/5 3/5 3/5
2026-05-13 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-12 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-11 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-08 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-07 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-06 A 4/5 5/5 4/5 4/5 3/5 4/5 3/5
2026-05-05 A+ 4/5 5/5 4/5 4/5 3/5 4/5 4/5
2026-05-04 A+ 4/5 5/5 4/5 4/5 3/5 4/5 4/5
2026-05-01 A+ 4/5 5/5 4/5 5/5 3/5 4/5 3/5
2026-04-30 A+ 4/5 5/5 4/5 5/5 3/5 4/5 3/5
2026-04-29 A+ 4/5 5/5 4/5 5/5 3/5 4/5 3/5
2026-04-28 A+ 4/5 5/5 4/5 5/5 3/5 4/5 3/5
2026-04-27 A+ 4/5 5/5 4/5 5/5 3/5 4/5 3/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-15 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
852.26M
OE per share TTM
7.53
Owner's Yield
15.92%
Maintenance CapEx ratio
18.71%
Maint CapEx / Avg PPE
40.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
508
Total invested
4.72B
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 STATE STREET CORPORATION 11.73M 9.10% 11.47M 11.73M HC BOSTON, MASSACHUSETTS 2021-02-11
2 (1) BlackRock, Inc. 10.50M 8.20% 10.20M 10.50M HC Delaware 2023-02-03
3 30-0447847 6.93M 5.90% 6.83M 6.93M IA Delaware Limited Partnership 2023-02-10
4 Wasatch Advisors, Inc. 87-0319391 6.69M 5.20% 6.69M IA 2021-02-11
5 Diamond Hill Capital Management, Inc. ("Diamond Hill") 5.37M 4.20% 5.37M IA An Ohio 2020-02-12
6 BARCLAYS GLOBAL INVESTORS, NA 369.8K 3.21% 58.7K 18.4K 11.91M 64.7K BK Pennsylvania 2019-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
508
-23 vs prev Q
New positions
67
Closed positions
82
Increased
252
Reduced
174
Put/Call ratio
1.78
Calls held
334.2K
Puts held
596.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 11.08M -152.2K (-1.4%) 510.02M -62.7M (-11.0%) 10.04% +0.090 pp 0.01% -0.001 pp USD37.67 +22.2% 30 qtrs
2 BLACKROCK, INC. 10.11M +113.3K (+1.1%) 465.13M -44.4M (-8.7%) 9.16% +0.305 pp 0.01% -0.001 pp USD43.02 +7.0% 6 qtrs
3 WASATCH ADVISORS LP 6.95M -492.3K (-6.6%) 319.62M -59.5M (-15.7%) 6.29% -0.295 pp 1.90% -0.141 pp USD37.39 +23.1% 31 qtrs
4 DIMENSIONAL FUND ADVISORS LP 6.59M +124.7K (+1.9%) 303.14M -26.3M (-8.0%) 5.97% +0.244 pp 0.06% -0.007 pp USD30.72 +49.8% 30 qtrs
5 STATE STREET CORP 6.56M +546.8K (+9.1%) 301.71M -4.6M (-1.5%) 5.94% +0.617 pp 0.01% -0.001 pp USD34.92 +31.8% 30 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.55M +73.9K (+1.7%) 209.58M -18.8M (-8.2%) 4.13% +0.158 pp 0.03% -0.004 pp USD37.82 +21.7% 30 qtrs
7 AMERICAN CENTURY COMPANIES INC 3.05M +307.5K (+11.2%) 140.41M +540.8K (+0.4%) 2.76% +0.334 pp 0.07% -0.001 pp USD43.24 +6.4% 30 qtrs
8 FIRST TRUST ADVISORS LP 2.90M +93.4K (+3.3%) 133.53M -9.6M (-6.7%) 2.63% +0.142 pp 0.10% -0.010 pp USD41.69 +10.4% 30 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.15M +29.0K (+1.4%) 98.81M -9.2M (-8.5%) 1.94% +0.069 pp 0.01% -0.001 pp USD42.11 +9.3% 31 qtrs
10 VAN BERKOM & ASSOCIATES INC. 1.87M +51.0K (+2.8%) 86.03M -6.7M (-7.2%) 1.69% +0.083 pp 2.48% -0.201 pp USD28.93 +59.1% 25 qtrs
11 1832 ASSET MANAGEMENT L.P. 1.63M +1.6M (+21,165.6%) 75.04M +74.7M (+19,096.6%) 1.48% +1.471 pp 0.06% +0.057 pp USD45.99 +0.1% 20 qtrs
12 AQR CAPITAL MANAGEMENT LLC 1.58M -395.1K (-20.0%) 72.84M -28.0M (-27.8%) 1.43% -0.318 pp 0.04% -0.026 pp USD41.94 +9.7% 25 qtrs
13 MORGAN STANLEY 1.47M -251.1K (-14.6%) 67.56M -20.1M (-22.9%) 1.33% -0.193 pp 0.00% -0.001 pp USD44.22 +4.1% 30 qtrs
14 D. E. SHAW & CO., INC. 1.38M -485.1K (-26.1%) 63.33M -31.6M (-33.3%) 1.25% -0.402 pp 0.03% -0.019 pp USD43.86 +4.9% 19 qtrs
15 NORGES BANK 1.30M +1.3M (+100.0%) 59.81M +59.8M (+100.0%) 1.18% +1.177 pp 0.01% +0.006 pp USD46.02 +0.0% 1 qtrs NEW
16 CITADEL ADVISORS LLC 1.27M +914.3K (+259.5%) 58.29M +40.3M (+224.5%) 1.15% +0.836 pp 0.01% +0.006 pp USD45.52 +1.1% 30 qtrs
17 GIVERNY CAPITAL INC. 1.26M +2.1K (+0.2%) 58.17M -6.2M (-9.6%) 1.15% +0.028 pp 1.94% -0.240 pp USD41.80 +10.1% 29 qtrs
18 WELLINGTON MANAGEMENT GROUP LLP 1.25M -937.3K (-42.9%) 57.43M -54.0M (-48.4%) 1.13% -0.805 pp 0.01% -0.009 pp USD43.43 +6.0% 30 qtrs
19 BANK OF NEW YORK MELLON CORP 1.17M +119.1K (+11.3%) 54.00M +249.9K (+0.5%) 1.06% +0.129 pp 0.01% -0.001 pp USD37.41 +23.0% 30 qtrs
20 MILLENNIUM MANAGEMENT LLC 1.08M +180.3K (+20.1%) 49.66M +3.8M (+8.4%) 0.98% +0.182 pp 0.02% +0.001 pp USD43.64 +5.5% 30 qtrs
21 CAPTRUST FINANCIAL ADVISORS 1.05M -27.0K (-2.5%) 48.55M -6.6M (-12.0%) 0.96% -0.003 pp 0.09% -0.020 pp USD42.33 +8.7% 22 qtrs
22 NORTHERN TRUST CORP 939.0K -43.4K (-4.4%) 43.21M -6.9M (-13.7%) 0.85% -0.019 pp 0.01% -0.001 pp USD39.02 +17.9% 30 qtrs
23 MACKENZIE FINANCIAL CORP 926.0K +137.1K (+17.4%) 43.01M +2.8M (+7.0%) 0.84% +0.140 pp 0.05% +0.002 pp USD47.59 -3.3% 8 qtrs
24 FAIRHOLME CAPITAL MANAGEMENT LLC 913.7K -2.0K (-0.2%) 42.05M -4.6M (-9.9%) 0.83% +0.017 pp 2.93% -0.835 pp USD43.96 +4.7% 10 qtrs
25 RENAISSANCE TECHNOLOGIES LLC 870.6K +229.1K (+35.7%) 40.06M +7.4M (+22.5%) 0.79% +0.221 pp 0.06% +0.019 pp USD45.00 +2.3% 9 qtrs
26 CITIGROUP INC 768.6K +300.0K (+64.0%) 35.37M +11.5M (+48.1%) 0.70% +0.281 pp 0.02% +0.005 pp USD46.58 -1.2% 30 qtrs
27 KENNEDY CAPITAL MANAGEMENT LLC 740.5K +42.6K (+6.1%) 34.08M -1.5M (-4.2%) 0.67% +0.053 pp 0.72% -0.065 pp USD35.56 +29.4% 25 qtrs
28 PROSHARE ADVISORS LLC 723.1K +53.5K (+8.0%) 33.28M -857.5K (-2.5%) 0.66% +0.062 pp 0.06% -0.013 pp USD39.22 +17.3% 30 qtrs
29 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 658.6K +14.8K (+2.3%) 30.31M -2.5M (-7.7%) 0.60% +0.027 pp 0.02% -0.003 pp USD41.86 +9.9% 18 qtrs
30 QUANTINNO CAPITAL MANAGEMENT LP 656.3K -290.9K (-30.7%) 30.21M -18.1M (-37.4%) 0.59% -0.244 pp 0.06% -0.071 pp USD47.14 -2.4% 17 qtrs
31 VOLORIDGE INVESTMENT MANAGEMENT, LLC 651.7K +141.5K (+27.7%) 29.99M +4.0M (+15.3%) 0.59% +0.139 pp 0.11% +0.018 pp USD43.00 +7.0% 10 qtrs
32 INVESCO LTD. 651.1K +94.6K (+17.0%) 29.96M +1.6M (+5.6%) 0.59% +0.097 pp 0.00% +0.000 pp USD40.06 +14.9% 30 qtrs
33 NEWPORT TRUST CO 625.4K +32.7K (+5.5%) 28.78M -1.4M (-4.8%) 0.57% +0.042 pp 0.07% +0.000 pp USD32.03 +43.7% 25 qtrs
34 SEI INVESTMENTS CO 605.0K +14.4K (+2.4%) 27.84M -2.3M (-7.5%) 0.55% +0.025 pp 0.03% -0.005 pp USD41.15 +11.8% 30 qtrs
35 BANK OF AMERICA CORP /DE/ 582.0K -102.9K (-15.0%) 26.78M -8.1M (-23.3%) 0.53% -0.079 pp 0.00% 0.000 pp USD43.87 +4.9% 30 qtrs
36 ALLIANZ ASSET MANAGEMENT GMBH 551.4K +511.7K (+1,287.5%) 25.38M +23.3M (+1,152.5%) 0.50% +0.464 pp 0.03% +0.023 pp USD46.38 -0.8% 2 qtrs
37 UBS GROUP AG 531.8K +63.1K (+13.4%) 24.48M +576.4K (+2.4%) 0.48% +0.067 pp 0.00% +0.000 pp USD43.87 +4.9% 30 qtrs
38 NOMURA HOLDINGS INC 500.0K +— (+0.0%) 23.01M -2.5M (-9.7%) 0.45% +0.010 pp 0.03% -0.009 pp USD50.98 -9.7% 2 qtrs
39 FULLER & THALER ASSET MANAGEMENT, INC. 483.8K -1.7K (-0.4%) 22.26M -2.5M (-10.0%) 0.44% +0.008 pp 0.08% -0.009 pp USD35.06 +31.3% 13 qtrs
40 LSV ASSET MANAGEMENT 469.0K -1.1K (-0.2%) 21.58M -2.4M (-9.9%) 0.42% +0.009 pp 0.05% -0.006 pp USD42.84 +7.4% 15 qtrs
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 440.3K +136.3K (+44.8%) 20.26M +4.8M (+30.7%) 0.40% +0.130 pp 0.00% +0.001 pp USD42.47 +8.4% 30 qtrs
42 GOLDMAN SACHS GROUP INC 433.6K -59.1K (-12.0%) 19.95M -5.2M (-20.6%) 0.39% -0.044 pp 0.00% -0.001 pp USD46.63 -1.3% 30 qtrs
43 TUDOR INVESTMENT CORP ET AL 430.0K -119.4K (-21.7%) 19.79M -8.2M (-29.3%) 0.39% -0.097 pp 0.04% -0.012 pp USD45.85 +0.4% 13 qtrs
44 LPL FINANCIAL LLC 410.8K +10.5K (+2.6%) 18.91M -1.5M (-7.4%) 0.37% +0.018 pp 0.01% -0.001 pp USD29.37 +56.7% 30 qtrs
45 TWIN LIONS MANAGEMENT LLC 398.7K +102.6K (+34.7%) 18.35M +3.3M (+21.6%) 0.36% +0.099 pp 12.37% +2.447 pp USD45.22 +1.8% 5 qtrs
46 VICTORY CAPITAL MANAGEMENT INC 367.9K +17.5K (+5.0%) 16.93M -931.2K (-5.2%) 0.33% +0.023 pp 0.01% -0.001 pp USD42.80 +7.5% 30 qtrs
47 TWO SIGMA INVESTMENTS, LP 362.7K -183.2K (-33.6%) 16.69M -11.1M (-40.0%) 0.33% -0.155 pp 0.02% -0.018 pp USD42.41 +8.5% 12 qtrs
48 RAYMOND JAMES FINANCIAL INC 352.6K -12.9K (-3.5%) 16.23M -2.4M (-12.9%) 0.32% -0.004 pp 0.01% -0.001 pp USD45.39 +1.4% 5 qtrs
49 JPMORGAN CHASE & CO 352.1K +66.2K (+23.2%) 16.20M +1.6M (+11.2%) 0.32% +0.066 pp 0.00% +0.000 pp USD39.67 +16.0% 30 qtrs
50 HODGES CAPITAL MANAGEMENT INC. 335.8K +228.1K (+211.8%) 15.46M +10.0M (+181.5%) 0.30% +0.209 pp 1.33% +0.859 pp USD47.61 -3.3% 2 qtrs
51 PEAK6 LLC 330.4K +325.0K (+6,018.5%) 15.21M +14.9M (+5,423.2%) 0.30% +0.295 pp 0.03% +0.028 pp USD46.05 -0.1% 5 qtrs
52 AMUNDI 325.0K +144.7K (+80.3%) 14.96M +5.6M (+60.6%) 0.29% +0.135 pp 0.00% +0.001 pp USD44.47 +3.5% 13 qtrs
53 RHUMBLINE ADVISERS 323.8K -10.6K (-3.2%) 14.90M -2.1M (-12.6%) 0.29% -0.003 pp 0.01% -0.002 pp USD35.60 +29.3% 30 qtrs
54 TREASURER OF THE STATE OF NORTH CAROLINA 306.3K -3.8K (-1.2%) 14.09M -1.7M (-10.8%) 0.28% +0.003 pp 0.05% -0.004 pp USD47.01 -2.1% 30 qtrs
55 UBS ASSET MANAGEMENT AMERICAS INC 299.2K -17.7K (-5.6%) 13.77M -2.4M (-14.8%) 0.27% -0.010 pp 0.00% -0.001 pp USD42.49 +8.3% 30 qtrs
56 CLEARBRIDGE INVESTMENTS, LLC 295.3K -26.1K (-8.1%) 13.59M -2.8M (-17.0%) 0.27% -0.017 pp 0.01% -0.002 pp USD34.13 +34.8% 30 qtrs
57 CABOT WEALTH MANAGEMENT INC 292.6K +707.0 (+0.2%) 13.47M -1.4M (-9.5%) 0.27% +0.007 pp 1.49% -0.162 pp USD24.94 +84.5% 24 qtrs
58 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 284.3K +50.3K (+21.5%) 13.37M +1.5M (+12.6%) 0.26% +0.050 pp 0.02% +0.003 pp USD46.32 -0.6% 17 qtrs
59 MAN GROUP PLC 276.2K +45.3K (+19.6%) 12.71M +939.6K (+8.0%) 0.25% +0.046 pp 0.02% +0.001 pp USD45.55 +1.0% 13 qtrs
60 ALGERT GLOBAL LLC 274.2K -38.1K (-12.2%) 12.62M -3.3M (-20.7%) 0.25% -0.028 pp 0.20% -0.070 pp USD43.44 +5.9% 28 qtrs
61 RANGER INVESTMENT MANAGEMENT, L.P. 273.7K -843.0 (-0.3%) 12.60M -1.4M (-10.0%) 0.25% +0.005 pp 0.86% -0.112 pp USD43.72 +5.3% 4 qtrs
62 BARCLAYS PLC 269.2K +14.4K (+5.6%) 12.39M +1.4M (+13.1%) 0.24% +0.018 pp 0.00% +0.000 pp USD45.03 +2.2% 30 qtrs
63 EDGESTREAM PARTNERS, L.P. 266.9K +44.4K (+20.0%) 12.28M +940.5K (+8.3%) 0.24% +0.045 pp 0.35% +0.014 pp USD44.43 +3.6% 14 qtrs
64 EARNEST PARTNERS LLC 266.3K -36.5K (-12.1%) 12.25M -3.2M (-20.6%) 0.24% -0.027 pp 0.05% -0.015 pp USD43.73 +5.2% 4 qtrs
65 RICE HALL JAMES & ASSOCIATES, LLC 254.8K -3.9K (-1.5%) 11.73M -1.5M (-11.1%) 0.23% +0.008 pp 0.65% -0.074 pp USD33.20 +38.6% 30 qtrs
66 HRT FINANCIAL LP 246.0K +39.5K (+19.1%) 11.32M +792.0K (+7.5%) 0.22% +0.040 pp 0.04% -0.003 pp USD46.00 +0.0% 18 qtrs
67 WEYBOSSET RESEARCH & MANAGEMENT LLC 238.1K -2.4K (-1.0%) 10.96M -1.3M (-10.6%) 0.22% +0.003 pp 3.38% -0.578 pp USD37.58 +22.5% 15 qtrs
68 ENVESTNET ASSET MANAGEMENT INC 234.2K +2.5K (+1.1%) 10.78M -1.0M (-8.8%) 0.21% +0.007 pp 0.00% 0.000 pp USD39.07 +17.8% 29 qtrs
69 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 230.9K -8.6K (-3.6%) 10.63M -1.6M (-13.0%) 0.21% -0.003 pp 0.07% -0.013 pp USD42.69 +7.8% 27 qtrs
70 PRINCIPAL FINANCIAL GROUP INC 229.0K -7.5K (-3.2%) 10.54M -1.5M (-12.6%) 0.21% -0.002 pp 0.01% -0.001 pp USD34.52 +33.3% 30 qtrs
71 DIAMOND HILL CAPITAL MANAGEMENT INC 222.9K +26.2K (+13.3%) 10.26M +227.9K (+2.3%) 0.20% +0.028 pp 0.05% +0.005 pp USD31.06 +48.2% 30 qtrs
72 QUANTBOT TECHNOLOGIES LP 219.4K +58.0K (+36.0%) 10.10M +1.9M (+22.7%) 0.20% +0.056 pp 0.34% +0.112 pp USD43.38 +6.1% 10 qtrs
73 BRIDGEWATER ASSOCIATES, LP 218.3K +112.8K (+106.9%) 10.05M +4.7M (+86.7%) 0.20% +0.104 pp 0.04% +0.016 pp USD48.42 -5.0% 2 qtrs
74 SWISS NATIONAL BANK 211.9K +3.6K (+1.7%) 9.75M -867.7K (-8.2%) 0.19% +0.008 pp 0.01% 0.000 pp USD36.01 +27.8% 30 qtrs
75 PUBLIC SECTOR PENSION INVESTMENT BOARD 210.8K +15.7K (+8.0%) 9.70M -245.4K (-2.5%) 0.19% +0.018 pp 0.03% -0.004 pp USD43.66 +5.4% 4 qtrs
76 BNP PARIBAS ARBITRAGE, SNC 210.2K +14.3K (+7.3%) 9.67M -311.6K (-3.1%) 0.19% +0.017 pp 0.00% -0.001 pp USD43.79 +5.1% 30 qtrs
77 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 207.2K -5.6K (-2.7%) 9.53M -1.3M (-12.1%) 0.19% -0.001 pp 0.01% -0.001 pp USD35.09 +31.1% 30 qtrs
78 CI INVESTMENTS INC. 190.8K -6.6K (-3.4%) 8.78M -1.3M (-12.8%) 0.17% -0.002 pp 0.04% +0.002 pp USD44.37 +3.7% 22 qtrs
79 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 189.2K +189.2K (+100.0%) 8.71M +8.7M (+100.0%) 0.17% +0.171 pp 0.93% +0.935 pp USD46.02 +0.0% 1 qtrs NEW
80 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 181.1K -11.4K (-5.9%) 8.34M -1.5M (-15.1%) 0.16% -0.006 pp 0.02% -0.009 pp USD44.14 +4.3% 12 qtrs
81 VIRGINIA RETIREMENT SYSTEMS ET AL 178.0K -200.0 (-0.1%) 8.19M -893.2K (-9.8%) 0.16% +0.003 pp 0.05% -0.010 pp USD43.45 +5.9% 4 qtrs
82 RAFFERTY ASSET MANAGEMENT, LLC 172.6K +19.4K (+12.6%) 7.94M +130.4K (+1.7%) 0.16% +0.021 pp 0.03% +0.002 pp USD40.00 +15.1% 30 qtrs
83 NUMERAI GP LLC 165.3K +125.8K (+318.7%) 7.61M +5.6M (+277.9%) 0.15% +0.115 pp 0.92% +0.633 pp USD47.20 -2.5% 2 qtrs
84 SCHONFELD STRATEGIC ADVISORS LLC 164.6K -22.5K (-12.0%) 7.58M -2.0M (-20.6%) 0.15% -0.017 pp 0.03% -0.021 pp USD45.50 +1.1% 22 qtrs
85 QV INVESTORS INC. 159.6K -24.2K (-13.2%) 7.34M -2.0M (-21.6%) 0.14% -0.018 pp 0.60% -0.210 pp USD35.08 +31.2% 27 qtrs
86 LEGAL & GENERAL GROUP PLC 154.3K -14.2K (-8.4%) 7.10M -1.5M (-17.3%) 0.14% -0.009 pp 0.00% 0.000 pp USD34.16 +34.7% 30 qtrs
87 JANE STREET GROUP, LLC 148.3K +47.3K (+46.8%) 6.82M +1.7M (+32.5%) 0.13% +0.047 pp 0.00% +0.000 pp USD47.98 -4.1% 6 qtrs
88 COLONY GROUP, LLC 142.6K +127.8K (+864.0%) 6.56M +5.8M (+766.1%) 0.13% +0.116 pp 0.01% +0.006 pp USD45.73 +0.6% 6 qtrs
89 NUVEEN, LLC 141.6K -6.2K (-4.2%) 6.52M -1.0M (-13.5%) 0.13% -0.003 pp 0.00% 0.000 pp USD43.45 +5.9% 4 qtrs
90 HUDSON BAY CAPITAL MANAGEMENT LP 140.6K -793.0 (-0.6%) 6.47M -737.9K (-10.2%) 0.13% +0.002 pp 0.02% -0.003 pp USD43.03 +6.9% 6 qtrs
91 SQUAREPOINT OPS LLC 134.4K +134.4K (+100.0%) 6.18M +6.2M (+100.0%) 0.12% +0.122 pp 0.01% +0.007 pp USD46.02 +0.0% 1 qtrs NEW
92 ALLIANCEBERNSTEIN L.P. 132.5K -164.7K (-55.4%) 6.10M -9.1M (-59.8%) 0.12% -0.143 pp 0.00% -0.003 pp USD45.17 +1.9% 30 qtrs
93 AMERIPRISE FINANCIAL INC 129.4K -36.0K (-21.8%) 5.96M -2.5M (-29.3%) 0.12% -0.029 pp 0.00% -0.001 pp USD39.14 +17.6% 30 qtrs
94 POINT72 ASSET MANAGEMENT, L.P. 129.4K -69.8K (-35.0%) 5.96M -4.2M (-41.4%) 0.12% -0.059 pp 0.01% -0.010 pp USD44.51 +3.4% 13 qtrs
95 INTERVAL PARTNERS, LP 129.2K +34.0K (+35.7%) 5.95M +1.1M (+22.5%) 0.12% +0.033 pp 0.11% +0.027 pp USD49.67 -7.3% 2 qtrs
96 VERITION FUND MANAGEMENT LLC 128.2K +33.9K (+35.9%) 5.90M +1.1M (+22.7%) 0.12% +0.033 pp 0.02% +0.003 pp USD44.39 +3.7% 16 qtrs
97 RETIREMENT SYSTEMS OF ALABAMA 127.1K -917.0 (-0.7%) 5.85M -677.0K (-10.4%) 0.12% +0.002 pp 0.02% -0.003 pp USD36.16 +27.3% 30 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
301.8K
Shares Outstanding
109.17M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 13F-HR
2026-04-21 SC 13G/A
2026-03-30 SC 13G/A
2026-02-17 13F-HR
2025-11-14 13F-HR
2025-11-13 SC 13G/A
2025-09-02 N-PX
2025-09-02 N-PX
2025-08-14 SC 13G/A
2025-08-12 13F-HR

Executive team

NameTitleCompensationGender
George G. Gleason Chairman & Chief Executive Officer 4M male
Paschall Brannon Hamblen President 2M male
Tim Hicks Chief Financial Officer 2M male
Cynthia Wolfe Chief Operating Officer 1M female
John Carter Chief Credit Officer 1M male
Jason Cathey Chief Information Officer male
Candace Graham Executive Vice President & Director of Corporate Communication female
Jordan Cayce Waldrep Chief Investment Officer of Trust & Wealth male
Ottie Kerley Chief Banking Officer male
Helen Woodyard Brown General Counsel & Corporate Secretary female
Stan Thomas Chief Accounting Officer male
Tamara Gotham Chief Administrative Officer female
ESG Rating
B+
BANKS - REGIONAL
2015
E (Environmental)
58.4 / 64.3
Company / Sector avg.
S (Social)
66.8 / 76.5
Company / Sector avg.
G (Governance)
73.8 / 75.5
Company / Sector avg.
ESG Total
66.3 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-17 2026-01-15 Steve Cohen TN09 Sale $15,001 - $50,000
2018-10-19 2018-12-06 Thomas MacArthur NJ03 Joint Sale (Full) $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits