Oppenheimer Asset Management Inc. grew its position in Bank OZK (NASDAQ:OZK – Free Report) by 48.9% during the third quarter, Holdings Channel.com reports. The firm owned 89,779 shares of the company’s stock after acquiring an additional 29,491 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Bank OZK were worth $4,577,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Royal Bank of Canada increased its holdings in Bank OZK by 37.8% in the first quarter. Royal Bank of Canada now owns 41,257 shares of the company’s stock valued at $1,792,000 after buying an additional 11,310 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Bank OZK by 14.0% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 46,690 shares of the company’s stock worth $2,029,000 after buying an additional 5,717 shares during the last quarter. Empowered Funds LLC boosted its position in shares of Bank OZK by 1.8% during the 1st quarter. Empowered Funds LLC now owns 60,037 shares of the company’s stock worth $2,609,000 after acquiring an additional 1,058 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Bank OZK by 8.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 349,749 shares of the company’s stock valued at $15,197,000 after acquiring an additional 26,676 shares during the last quarter. Finally, Focus Partners Wealth increased its holdings in shares of Bank OZK by 11.0% in the 1st quarter. Focus Partners Wealth now owns 17,711 shares of the company’s stock valued at $770,000 after acquiring an additional 1,756 shares during the last quarter. 86.18% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
A number of equities analysts recently issued reports on the company. Zacks Research raised Bank OZK from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 7th. Wall Street Zen upgraded shares of Bank OZK from a “sell” rating to a “hold” rating in a research report on Saturday, January 3rd. Citigroup restated a “sell” rating on shares of Bank OZK in a report on Monday, January 5th. Piper Sandler set a $62.00 price target on shares of Bank OZK in a research note on Thursday, January 22nd. Finally, UBS Group reissued a “neutral” rating and issued a $51.00 price target on shares of Bank OZK in a research report on Tuesday, January 6th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Bank OZK currently has an average rating of “Hold” and a consensus target price of $56.78.
Bank OZK Stock Down 2.6%
Shares of NASDAQ:OZK opened at $49.25 on Thursday. Bank OZK has a 1-year low of $35.71 and a 1-year high of $53.66. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.02 and a quick ratio of 1.03. The stock has a market cap of $5.51 billion, a P/E ratio of 7.98 and a beta of 0.94. The firm has a fifty day moving average price of $47.83 and a 200 day moving average price of $48.42.
Bank OZK (NASDAQ:OZK – Get Free Report) last announced its earnings results on Tuesday, January 20th. The company reported $1.53 EPS for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.03). Bank OZK had a net margin of 25.50% and a return on equity of 12.65%. The business had revenue of $436.29 million during the quarter, compared to analysts’ expectations of $434.68 million. During the same period in the previous year, the company posted $1.56 earnings per share. Sell-side analysts predict that Bank OZK will post 6.02 EPS for the current year.
Bank OZK Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 13th were paid a dividend of $0.46 per share. The ex-dividend date of this dividend was Tuesday, January 13th. This represents a $1.84 annualized dividend and a yield of 3.7%. This is a boost from Bank OZK’s previous quarterly dividend of $0.45. Bank OZK’s dividend payout ratio (DPR) is currently 29.82%.
Key Headlines Impacting Bank OZK
Here are the key news stories impacting Bank OZK this week:
- Positive Sentiment: Local expansion: Bank OZK has begun offering banking services in Round Rock, TX — a modest branch/network expansion that can help deposit growth and local lending opportunity over time. Bank OZK now offering banking services in Round Rock
- Positive Sentiment: Zacks raised one out-quarter: Zacks Research upgraded its Q2 2027 EPS view for OZK to $1.66 (from $1.48), suggesting at least one later-quarter tailwind in their model. This is a limited positive among several mixed estimate moves. Zacks Research coverage summary
- Neutral Sentiment: Broker view unchanged: UBS reiterated its Hold rating on OZK, indicating no change in conviction from a major shop — supportive of stability but not a catalyst for upside. UBS Sticks to Its Hold Rating for Bank OZK (OZK)
- Neutral Sentiment: Short-interest data appears unreliable: Reports show 0 shares short (days-to-cover 0.0), which looks like a reporting anomaly rather than true zero short interest — so no clear short-pressure signal.
- Negative Sentiment: Zacks cuts near-term and FY2026 earnings: Zacks trimmed several near-term quarter estimates (Q1–Q3 FY2026, Q3–Q4 FY2027) and reduced FY2026 EPS to $5.98 from $6.09. Multiple downgrades to upcoming-quarter EPS tend to pressure sentiment and likely contributed to today’s pullback. Zacks still rates the stock a “Hold.” Zacks Research coverage summary
Bank OZK Profile
Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.
The bank’s core operations focus on commercial real estate lending, including acquisition, development and construction financing.
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