Umb Financial (UMBF) Investment Gain (Loss) (2009 - 2026)
Umb Financial recorded quarterly Investment Gain (Loss) of $3.0 million in Q1 2026, up 41.21% quarter-over-quarter from $2.2 million in Q4 2025, and up 163.7% year-over-year from $1.2 million in Q1 2025.
Umb Financial's Investment Gain (Loss) history runs 18 years deep, the most recent figure standing at $3.0 million for Q1 2026.
- In Q1 2026, Investment Gain (Loss) rose 163.7% year-over-year to $3.0 million; the TTM figure through Mar 2026 stood at $38.8 million (up 1230.06% YoY), while the FY2025 annual figure was $31.0 million, up 188.87% from the prior year.
- Investment Gain (Loss) came in at $3.0 million for Q1 2026 at Umb Financial, up from $2.2 million in the prior quarter.
- In the past five years, Investment Gain (Loss) ranged from a high of $60.7 million in Q2 2022 to a low of -$5.3 million in Q1 2023.
- A 5-year average of $5.9 million and a median of $593000.0 in 2024 frame the typical range for Investment Gain (Loss).
- Across the five-year window, Investment Gain (Loss) plunged 919.92% in 2023 and surged 2118.48% in 2025, its largest moves.
- Umb Financial's Investment Gain (Loss) stood at -$409000.0 in 2022, then soared by 347.92% to $1.0 million in 2023, then tumbled by 41.52% to $593000.0 in 2024, then surged by 263.74% to $2.2 million in 2025, then surged by 41.21% to $3.0 million in 2026.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered $3.0 million, $2.2 million, and -$4.1 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of Chile | 90,891.20 Bn | 90,891.20 Bn | - | - |
| 2 | Bank Bradesco | 6,807.69 Bn | 6,791.75 Bn | - | - |
| 3 | Lloyds Banking | 426.28 Bn | 426.28 Bn | - | - |
| 4 | NatWest | 184.56 Bn | 184.56 Bn | - | - |
| 5 | First Capital | 181.18 Bn | 181.03 Bn | - | -92,000.00 |
| 6 | Landmark Bancorp | 164.67 Bn | 164.64 Bn | - | - |
| 7 | Deutsche Bank Aktiengesellschaft | 161.63 Bn | -151,939.28 Bn | - | - |
| 8 | KB Financial | 150.02 Bn | 142.15 Bn | - | - |
| 9 | Pnc Financial Services | 88.79 Bn | 88.84 Bn | - | 463.00 Mn |
| 10 | Umb Financial | 9.98 Bn | 1.79 Bn | - | 3.05 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.05 Mn |
| Dec 31, 2025 | 2.16 Mn |
| Sep 30, 2025 | -4.09 Mn |
| Jun 30, 2025 | 37.69 Mn |
| Mar 31, 2025 | -4.78 Mn |
| Dec 31, 2024 | 593,000.00 |
| Sep 30, 2024 | 2.62 Mn |
| Jun 30, 2024 | -1.87 Mn |
| Mar 31, 2024 | 9.37 Mn |
| Dec 31, 2023 | 1.01 Mn |
| Sep 30, 2023 | 271,000.00 |
| Jun 30, 2023 | 900,000.00 |
| Mar 31, 2023 | -5.32 Mn |
| Dec 31, 2022 | -409,000.00 |
| Sep 30, 2022 | -1.35 Mn |
| Jun 30, 2022 | 60.72 Mn |
| Mar 31, 2022 | -522,000.00 |
| Dec 31, 2021 | 1.45 Mn |
| Sep 30, 2021 | -3.51 Mn |
| Jun 30, 2021 | 15.46 Mn |
| Mar 31, 2021 | -8.34 Mn |
| Dec 31, 2020 | 113.01 Mn |
| Sep 30, 2020 | -475,000.00 |
| Jun 30, 2020 | 4.58 Mn |
| Mar 31, 2020 | 3.52 Mn |
| Dec 31, 2019 | -218,000.00 |
| Sep 30, 2019 | 3.06 Mn |
| Jun 30, 2019 | -1.40 Mn |
| Mar 31, 2019 | 809,000.00 |
| Dec 31, 2018 | 2.94 Mn |
| Sep 30, 2018 | 211,000.00 |
| Jun 30, 2018 | 228,000.00 |
| Mar 31, 2018 | 139,000.00 |
| Dec 31, 2017 | 54,000.00 |
| Sep 30, 2017 | 2.39 Mn |
| Jun 30, 2017 | 1.28 Mn |
| Mar 31, 2017 | 468,000.00 |
| Sep 30, 2016 | 2.98 Mn |
| Jun 30, 2016 | 2.60 Mn |
| Mar 31, 2016 | 2.93 Mn |
| Dec 31, 2015 | 2.00 Mn |
| Sep 30, 2015 | 101,000.00 |
| Jun 30, 2015 | 967,000.00 |
| Mar 31, 2015 | 7.34 Mn |
| Dec 31, 2014 | 62,000.00 |
| Sep 30, 2014 | 26,000.00 |
| Jun 30, 2014 | 2.57 Mn |
| Mar 31, 2014 | 1.47 Mn |
| Dec 31, 2013 | -10,000.00 |
| Sep 30, 2013 | 1.14 Mn |
| Jun 30, 2013 | 1.52 Mn |
| Mar 31, 2013 | 5.89 Mn |
| Dec 31, 2012 | 210,000.00 |
| Sep 30, 2012 | 259,000.00 |
| Jun 30, 2012 | 3.22 Mn |
| Mar 31, 2012 | 16.54 Mn |
| Dec 31, 2011 | 234,000.00 |
| Sep 30, 2011 | 2.41 Mn |
| Jun 30, 2011 | 6.02 Mn |
| Mar 31, 2011 | 7.46 Mn |
| Dec 31, 2010 | 1.05 Mn |
| Sep 30, 2010 | 752,000.00 |
| Jun 30, 2010 | 1.14 Mn |
| Mar 31, 2010 | 5.38 Mn |
| Dec 31, 2009 | 4.54 Mn |
| Sep 30, 2009 | 3.31 Mn |
| Jun 30, 2009 | 1.85 Mn |
| Mar 31, 2009 | 42,000.00 |