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UMB Financial stock outlook brightens as Citi sees stronger growth into 2025

EditorEmilio Ghigini
Published 10/31/2024, 05:46 PM
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On Thursday, Citi maintained its Buy rating on UMB Financial (NASDAQ: NASDAQ:UMBF) stock and raised its price target from $127.00 to $130.00. The adjustment reflects an optimistic view of the bank's future financial performance. The analyst from Citi highlighted that despite a softer than expected spread revenue this quarter, the potential for an improved net interest margin (NIM) by the end of 2024 is promising.

This expectation is based on the anticipated reversal of a seasonal dip in non-interest bearing (NIB) deposit mix and a favorable comparison to peers regarding the impact of interest-bearing (IB) deposits on the bank's financials.

The analyst also pointed out that UMB Financial's loan growth trend is stronger than previously anticipated and that the bank's ability to generate solid fee income is likely to contribute to a more robust return on assets (ROA) for the fourth quarter of 2024 and the following years. The bank's credit quality remains strong, and there are indications that its overall operating leverage could see improvement.

The revised price target to $130.00 is mainly attributed to the bank's enhanced growth prospects and stable credit trends. The bank's financial outlook is bolstered by these factors, which are expected to contribute positively to its performance in the near future.

Citi's analysis suggests that UMB Financial is well-positioned to experience financial growth and stability, which is reflected in the increased price target. The bank's anticipated performance improvements are expected to unfold throughout the remainder of 2024 and into 2025.

In other recent news, UMB Financial has posted impressive financial results for the third quarter of 2024. The company reported GAAP earnings of $109.6 million, or $2.23 per share, and operating earnings of $2.25 per share. This strong performance was largely fueled by a record loan production of $1.4 billion and a near 10% annualized loan growth. Furthermore, the bank saw robust growth in fee income, particularly in institutional services, with assets under administration now exceeding $0.5 trillion.

The company has also provided an update on the acquisition of Heartland Financial, which is expected to be finalized in early 2025. In addition, UMB Financial announced a quarterly dividend increase to $0.40 per share, payable in January 2025. Recent developments also indicate a rise in non-interest income by 9.5% from the previous quarter to $158.7 million.

Despite the slight decline in net interest margin to 2.46% and anticipated competitive pressures, the company's management remains confident in sustaining loan growth and fee income. As part of their future expectations, they foresee double-digit organic loan growth in 2025 and approximately $9.5 billion in organic deposit growth, driven by institutional and commercial clients.

InvestingPro Insights

Recent data from InvestingPro aligns with Citi's optimistic outlook on UMB Financial (NASDAQ: UMBF). The bank's market capitalization stands at $5.42 billion, with a P/E ratio of 13.31, indicating a relatively attractive valuation compared to its earnings. This valuation becomes particularly interesting when considering UMB Financial's strong financial performance and growth prospects.

InvestingPro Tips highlight that UMB Financial has raised its dividend for 32 consecutive years, demonstrating a commitment to shareholder returns that complements Citi's positive view. Additionally, the company's profitability over the last twelve months and analysts' predictions of continued profitability this year support the bank's solid financial foundation.

The bank's revenue growth of 7.93% over the last twelve months and a more impressive 10.69% growth in the most recent quarter underscore the stronger-than-anticipated loan growth trend mentioned in Citi's analysis. Moreover, UMB Financial's operating income margin of 37.47% suggests efficient operations, which could contribute to the improved ROA projected for Q4 2024 and beyond.

It's worth noting that UMB Financial is trading near its 52-week high, with a substantial 80.5% price total return over the past year. This performance, coupled with the InvestingPro Fair Value of $128.62, aligns closely with Citi's new price target of $130.00, indicating potential upside for investors.

For readers interested in a deeper dive, InvestingPro offers 11 additional tips for UMB Financial, providing a comprehensive analysis to inform investment decisions.

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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