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UMB Financial Corporation

UMBFUnited States

49 filed reports · 665 financial concepts · 2 earnings calls · 0 media appearances

Filed reports

49 reports · Jun 2016 to Jun 2026

Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 197 operating metrics.

Report typeReportsFactsPeriods
Quarterly · 10-QSEC EDGAR3110,791Jun 2016 to Jun 2026
Annual · 10-KSEC EDGAR108,935Dec 2016 to Dec 2025
Current · 8-KSEC EDGAR8112Sep 2024 to Jun 2026

Documents

PeriodTypePeriod endPublishedFactsSource
FY2026 Q210-QJun 30, 2026Jul 30, 2026799Open
FY2026 Q28-KJun 30, 2026Jul 28, 20266Open
FY2026 Q110-QMar 31, 2026Apr 30, 2026563Open
FY2026 Q18-KMar 31, 2026Apr 28, 202613Open
FY202510-KDec 31, 2025Feb 26, 20261,805Open
FY2025 Q48-KDec 31, 2025Jan 27, 202614Open
FY2025 Q310-QSep 30, 2025Oct 30, 2025573Open
FY2025 Q38-KSep 30, 2025Oct 28, 202516Open
FY2025 Q210-QJun 30, 2025Jul 31, 2025348Open
FY2025 Q28-KJun 30, 2025Jul 29, 202512Open
FY2025 Q110-QMar 31, 2025May 2, 2025351Open
FY2025 Q18-KMar 31, 2025Apr 29, 202514Open

Financial data

665 concepts · 19,838 facts

Each concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.

Financial622 concepts · 16,125 facts · Dec 2014 to Jul 2026

  • U.S. Treasury100 · Dec 2021 to Jun 2026
  • Cash and cash equivalents at carrying value58 · Dec 2014 to Jun 2026
  • Income tax expense benefit58 · Dec 2014 to Jun 2026
  • Interest and dividend income operating58 · Dec 2014 to Jun 2026
  • Interest income expense net58 · Dec 2014 to Jun 2026
  • Net income loss58 · Dec 2014 to Jun 2026
  • Noninterest expense58 · Dec 2014 to Jun 2026
  • Noninterest income58 · Dec 2014 to Jun 2026
  • Stockholders equity (US GAAP)58 · Dec 2014 to Jun 2026
  • Amortization of intangible assets57 · Dec 2014 to Jun 2026
  • Bankcard57 · Dec 2014 to Jun 2026
  • Change in unrealized gains and losses on debt securities57 · Dec 2014 to Jun 2026
  • Comprehensive income net of tax57 · Dec 2014 to Jun 2026
  • Equipment expense57 · Dec 2014 to Jun 2026
  • Interest and dividend income securities57 · Dec 2014 to Jun 2026
  • Interest and fee income loans and leases57 · Dec 2014 to Jun 2026
  • Interest expense deposits57 · Dec 2014 to Jun 2026
  • Interest expense federal funds purchased and securities sold under agreements to repurchase57 · Dec 2014 to Jun 2026
  • Interest income deposits with financial institutions57 · Dec 2014 to Jun 2026
  • Interest income expense after provision for loan loss57 · Dec 2014 to Jun 2026
  • Interest income federal funds sold and securities purchased under agreements to resell57 · Dec 2014 to Jun 2026
  • Interest income securities taxable57 · Dec 2014 to Jun 2026
  • Interest income securities tax exempt57 · Dec 2014 to Jun 2026
  • Investment banking advisory brokerage and underwriting fees and commissions57 · Dec 2014 to Jun 2026

Segment23 concepts · 2,736 facts · Dec 2014 to Jun 2026

  • Revenue728 · Dec 2018 to Jun 2026
  • Income tax expense benefit201 · Dec 2014 to Jun 2026
  • Noninterest expense201 · Dec 2014 to Jun 2026
  • Noninterest income201 · Dec 2014 to Jun 2026
  • Interest income expense net191 · Dec 2014 to Jun 2026
  • Operating Segments190 · Dec 2014 to Jun 2026
  • Income loss from continuing operations before income taxes extraordinary items noncontrolling interest163 · Dec 2014 to Jun 2026
  • Goodwill151 · Dec 2015 to Jun 2026
  • Net income loss144 · Dec 2014 to Jun 2026
  • Provision for loan lease and other losses114 · Dec 2018 to Jun 2026
  • Revenue (excluding assessed tax)105 · Jun 2017 to Dec 2018
  • Income loss from continuing operations69 · Dec 2015 to Dec 2020
  • Provision for loan and lease losses63 · Dec 2014 to Dec 2019
  • Bankcard42 · Dec 2022 to Jun 2026
  • Labor and related expense42 · Dec 2022 to Jun 2026
  • Noninterest expense transfer agent and custodian fees42 · Dec 2022 to Jun 2026
  • Amortization of intangible assets28 · Dec 2022 to Jun 2026
  • Goodwill written off related to sale of business unit26 · Dec 2016 to Dec 2018
  • Commercial Banking14 · Mar 2025 to Jun 2026
  • Goodwill acquired during period14 · Dec 2015 to Dec 2022
  • Personal Banking5 · Mar 2021 to Dec 2021
  • Discontinued assets1 · Dec 2016
  • Institutional Banking1 · Dec 2022

Product7 concepts · 746 facts · Dec 2016 to Jun 2026

  • Noninterest income310 · Dec 2018 to Jun 2026
  • Revenue not from contract with customer196 · Dec 2018 to Jun 2026
  • Revenue (excluding assessed tax)129 · Mar 2019 to Mar 2026
  • Revenue75 · Dec 2016 to Dec 2019
  • Service Charges On Deposit Accounts30 · Dec 2016 to Dec 2019
  • Corporate Trust Business One5 · Mar 2020 to Dec 2020
  • Number of businesses acquired1 · Dec 2019

KPI13 concepts · 231 facts · Jun 2016 to Jun 2026

  • Average Loans43 · Sep 2024 to Jun 2026
  • Net Interest Margin39 · Jun 2016 to Jun 2026
  • Average Deposits33 · Dec 2016 to Mar 2026
  • Non-Performing Loans28 · Sep 2016 to Jun 2026
  • Average Deposits YoY Change15 · Sep 2024 to Jun 2026
  • Net Charge-Offs15 · Mar 2017 to Jun 2026
  • Yield on Earning Assets15 · Jun 2016 to Jun 2024
  • Noninterest-Bearing Deposits Share13 · Dec 2016 to Mar 2026
  • Net Charge-Offs as a Percentage of Average Loans12 · Mar 2020 to Jun 2026
  • Nonperforming Loans to Total Loans7 · Sep 2024 to Mar 2026
  • 90+ Day Delinquency Rate5 · Sep 2024 to Mar 2026
  • Average Interest-Earning Assets4 · Dec 2016 to Sep 2025
  • Loan Origination Volume2 · Mar 2026 to Jun 2026

Segments

3,482 facts

Figures broken down by business line, region, product or another axis the company reports on.

Statement business segments13 members · 2,736 facts

  • Personal Banking729 · Dec 2016 to Jun 2026
  • Institutional Banking712 · Dec 2016 to Jun 2026
  • Commercial Banking641 · Dec 2016 to Jun 2026
  • Bank121 · Dec 2014 to Dec 2017
  • Healthcare Services109 · Dec 2016 to Dec 2019
  • Asset Servicing102 · Dec 2014 to Dec 2017
  • Personal banking84 · Dec 2016 to Jun 2026
  • Institutional banking77 · Dec 2016 to Jun 2026
  • Commercial banking70 · Dec 2016 to Jun 2026
  • Institutional Investment Management66 · Dec 2014 to Dec 2017
  • Asset servicing10 · Dec 2015 to Dec 2017
  • Bank10 · Dec 2015 to Dec 2017
  • Institutional investment management5 · Dec 2015 to Mar 2017

Product or service20 members · 746 facts

  • Credit Card106 · Dec 2016 to Jun 2026
  • Deposit Account106 · Dec 2016 to Jun 2026
  • Other Financial Services76 · Dec 2018 to Jun 2026
  • Trading And Investment Banking76 · Dec 2018 to Jun 2026
  • Brokerage Fees53 · Dec 2016 to Jun 2026
  • Fiduciary And Trust53 · Dec 2016 to Jun 2026
  • Insurance Fees And Commissions53 · Dec 2016 to Jun 2026
  • Investment Securities Gains Losses Net50 · Sep 2020 to Jun 2026
  • Insurance fees and commissions29 · Mar 2019 to Mar 2026
  • Brokerage fees25 · Mar 2020 to Mar 2026
  • Credit card25 · Mar 2020 to Mar 2026
  • Deposit account25 · Mar 2020 to Mar 2026
  • Fiduciary and trust25 · Mar 2020 to Mar 2026
  • Investment Securities Gains Net16 · Dec 2018 to Dec 2022
  • Gains On Sales Of Securities Available For Sale Net8 · Mar 2019 to Sep 2020
  • Investment Securities Loss Net6 · Mar 2021 to Mar 2023
  • Corporate Trust One5 · Mar 2020 to Dec 2020
  • Gains Losses On Sales Of Securities Available For Sale Net4 · Jun 2019 to Jun 2020
  • Investment Securities Gains Losses4 · Mar 2020 to Mar 2021
  • Corporate Trust1 · Dec 2019

Text from filings

Management commentary and risk factors, extracted from SEC filings only.

  • Earnings-release commentary141 claims from 8 reports · Sep 2024 to Jun 2026
  • Management discussion (MD&A) commentary204 claims from 8 reports · Sep 2024 to Jun 2026
  • Risk-factor changes10 claims from 1 reports · Dec 2025
  • Risk factors86 risks from 2 annual reports · 2024 to 2025

Earnings calls

2 calls · Apr 2026 to Jul 2026

Transcripts with management claims and analyst questions, one per fiscal period.

  • FY2026 Q2Jul 28, 2026
  • FY2026 Q1Apr 28, 2026

Executive media

Podcasts, interviews and conference appearances by the company's executives, with their claims.

No media appearances for this company.

Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 16, 2026) and refreshed every few hours.

UMB Financial Corporation (UMBF) data · FactIQ