Umb Financial UMBF
NASDAQ UMBF
$145.14 -0.72 (-0.49%)
At close: Aug 21, 2026 · 4:00 PM EDT

Umb Financial (UMBF) Investment Gain (Loss) (2009 - 2026)

Umb Financial (UMBF) posted Investment Gain (Loss) of $27.1 million for Q2 2026, up 789.26% sequentially from $3.0 million in Q1 2026, and down 28.12% YoY from $37.7 million in Q2 2025.

Umb Financial (UMBF) Investment Gain (Loss) (2009 - 2026) Analysis & Trends

Umb Financial has reported Investment Gain (Loss) for 18 years, with the latest figure at $27.1 million in Q2 2026.

  • Quarterly Investment Gain (Loss) fell 28.12% year-over-year to $27.1 million in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $28.2 million (down 21.93% YoY) and the FY2025 annual result came in at $31.0 million, up 188.87% from the prior year.
  • Investment Gain (Loss) grew to $27.1 million in Q2 2026 per UMBF's latest filing, from $3.0 million in the prior quarter.
  • Over five years, Investment Gain (Loss) peaked at $60.7 million in Q2 2022 and troughed at -$5.3 million in Q1 2023.
  • A 5-year average of $7.2 million and a median of $746500.0 in 2023 frame the typical range for Investment Gain (Loss).
  • The sharpest annual moves came in 2023 and 2025: Investment Gain (Loss) sank 919.92% in 2023, then soared 2118.48% in 2025.
  • Over 5 years, Investment Gain (Loss) stood at -$409000.0 in 2022, then jumped by 1047.19% to $3.9 million in 2023, then tumbled by 84.69% to $593000.0 in 2024, then soared by 263.74% to $2.2 million in 2025, then soared by 1155.77% to $27.1 million in 2026.
  • According to Business Quant data, Investment Gain (Loss) over the past three periods registered $27.1 million, $3.0 million, and $2.2 million for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 Hdfc Bank 120.66 Bn 84.46 Bn - -
2 Pnc Financial Services 97.86 Bn 97.86 Bn - 577.00 Mn
3 Us Bancorp 96.39 Bn 96.39 Bn - -49.00 Mn
4 Lloyds Banking 93.61 Bn 93.91 Bn - -
5 NatWest 74.92 Bn -144.17 Bn - -
6 Deutsche Bank Aktiengesellschaft 72.22 Bn -81.10 Bn - -
7 Nu Holdings 70.34 Bn 56.66 Bn 2.35 Bn -
8 Truist Financial 61.75 Bn 61.75 Bn - -193.00 Mn
9 Fifth Third Bancorp 49.88 Bn 26.16 Bn - 20.00 Mn
10 Umb Financial 11.03 Bn -894.90 Mn - 27.09 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 27.09 Mn
Mar 31, 2026 3.05 Mn
Dec 31, 2025 78,000.00
Sep 30, 2025 91,000.00
Jun 30, 2025 37.69 Mn
Mar 31, 2025 -4.78 Mn
Dec 31, 2024 10.58 Mn
Sep 30, 2024 2.62 Mn
Jun 30, 2024 -1.87 Mn
Mar 31, 2024 139,000.00
Dec 31, 2023 -900,000.00
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 2.74 Mn
Sep 30, 2021 1.06 Mn