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UMB Financial UMBF Acquisition Of Tax Equity Investments

Acquisition Of Tax Equity Investments at other companies

Raymond James Financial logo
Raymond James FinancialRJF
$5M-52.4%
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AutoZoneAZO
$9.22M-81.7%
Hyatt Hotels logo
Hyatt HotelsH
$17.25M
Truist Financial logo
Truist FinancialTFC
-$203M-523%
Capital One Financial logo
Capital One FinancialCOF
$64M+34.0%
M&T Bank logo
M&T BankMTB
$579M+320%

Other financials

Income statement

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Revenue$739.2M+31.1%
Net income$261.4M+221%
EPS (diluted)$3.35+177%

Balance sheet

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Total debt$477.2M-27.1%
Total equity$7.8B+16.0%
Total assets$72.7B+4.8%

Cash flow

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Operating cash flow$361.3M-0.5%
CapEx$4.5M-48.8%
Free cash flow$356.8M+0.7%

Valuation

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Market cap$10.11B+16.9%
P/E11.5×-9.5×
P/S3.6×-1.2×

Profitability

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Net margin31.2%+8.2pp
FCF margin34.7%

Returns & leverage

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Return on equity12.1%+3.8pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by UMB Financial in its filing.

Tagged under the XBRL concept umbf:AcquisitionOfTaxEquityInvestments.

The official record: UMB Financial’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is UMB Financial's acquisition of tax equity investments?
UMB Financial (UMBF) reported acquisition of tax equity investments of $8.15M in Q4 2025.
How has UMB Financial's acquisition of tax equity investments changed year-over-year?
UMB Financial's acquisition of tax equity investments decreased by 78.9% year-over-year, from $38.64M to $8.15M.
What is the long-term trend for UMB Financial's acquisition of tax equity investments?
Over 2 years (2022 to 2025), UMB Financial's acquisition of tax equity investments has grown at a 3.4% compound annual growth rate (CAGR), from $58.34M to $62.36M.
What does acquisition of tax equity investments mean?
Cash spent on investments that provide tax credits.
How do you interpret acquisition of tax equity investments?
An increase indicates a strategic focus on tax efficiency through specialized investment vehicles.
How does acquisition of tax equity investments compare across companies?
Common among large financial institutions utilizing tax-advantaged investment strategies.