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| Date | Value |
|---|---|
| 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 |