Bank OZK $OZK Stake Lowered by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. cut its holdings in Bank OZK (NASDAQ:OZK) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 274,835 shares of the company’s stock after selling 14,470 shares during the quarter. Cabot Wealth Management Inc. owned approximately 0.25% of Bank OZK worth $12,631,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Bank of New York Mellon Corp bought a new stake in Bank OZK during the 2nd quarter worth about $63,410,000. Quantinno Capital Management LP raised its stake in shares of Bank OZK by 41.7% in the first quarter. Quantinno Capital Management LP now owns 929,888 shares of the company’s stock worth $42,673,000 after acquiring an additional 273,543 shares during the last quarter. Diamond Hill Capital Management LLC Investment Advisor bought a new position in shares of Bank OZK in the second quarter worth about $14,038,000. Ranger Investment Management L.P. bought a new position in shares of Bank OZK in the second quarter worth about $13,240,000. Finally, Bank of America Corp DE raised its stake in shares of Bank OZK by 33.0% in the first quarter. Bank of America Corp DE now owns 774,253 shares of the company’s stock worth $35,530,000 after acquiring an additional 192,237 shares during the last quarter. 86.18% of the stock is owned by institutional investors.

Bank OZK Price Performance

Bank OZK stock opened at $50.48 on Thursday. The business’s 50-day simple moving average is $48.15 and its 200 day simple moving average is $48.62. The company has a quick ratio of 0.97, a current ratio of 0.98 and a debt-to-equity ratio of 0.21. The stock has a market cap of $5.65 billion, a price-to-earnings ratio of 8.47 and a beta of 0.90. Bank OZK has a 12-month low of $42.37 and a 12-month high of $53.39.

Bank OZK (NASDAQ:OZK) last announced its quarterly earnings data on Tuesday, October 20th. The company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.07. The firm had revenue of $391.48 million during the quarter, compared to analysts’ expectations of $434.83 million. Bank OZK had a return on equity of 11.56% and a net margin of 24.70%. During the same period in the previous year, the business posted $1.59 EPS. As a group, research analysts anticipate that Bank OZK will post 5.92 earnings per share for the current year.

Bank OZK Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, October 20th. Stockholders of record on Tuesday, October 13th were paid a $0.49 dividend. This is a boost from Bank OZK’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend was Tuesday, October 13th. This represents a $1.96 annualized dividend and a dividend yield of 3.9%. Bank OZK’s payout ratio is 32.89%.

Wall Street Analyst Weigh In

OZK has been the topic of a number of research reports. TD Cowen reduced their target price on shares of Bank OZK from $52.00 to $50.00 and set a “hold” rating on the stock in a research report on Monday, October 5th. Piper Sandler reissued an “overweight” rating and issued a $61.00 price target on shares of Bank OZK in a report on Wednesday, July 22nd. Morgan Stanley boosted their price objective on shares of Bank OZK from $56.00 to $57.00 and gave the stock an “underweight” rating in a research report on Monday, September 28th. Wells Fargo & Company dropped their price objective on shares of Bank OZK from $56.00 to $51.00 and set an “equal weight” rating for the company in a research report on Tuesday, September 29th. Finally, Citigroup reaffirmed a “sell” rating on shares of Bank OZK in a report on Tuesday, October 6th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $55.14.

Top Bank OZK Stories

Here are a few of the latest stories about OZK:

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $5.91 from $5.82 and its FY2027 estimate to $6.16 from $6.10. It also lifted Q4 2026 EPS to $1.48 from $1.45 and Q4 2027 EPS to $1.66 from $1.56. Bank OZK coverage
• Neutral Sentiment: Zacks kept its “Hold” rating, while its current full-year EPS estimate of $5.91 matches the stated consensus.
• Negative Sentiment: Zacks cut its Q1 2028 EPS estimate to $1.60 from $1.72, its Q2 2028 estimate to $1.68 from $1.73, and its FY2028 estimate to $6.92 from $7.29. These longer-term reductions could temper the positive near-term revisions. Bank OZK coverage

About Bank OZK

Bank OZK is a regional bank headquartered in Little Rock, Arkansas. It provides consumer and business banking services, including deposit accounts, loans, treasury management and digital banking. The bank is particularly known for commercial real estate lending through its Real Estate Specialties Group. It also serves customers through community banking operations, offering services to individuals, businesses and commercial clients. Founded in 1903 as a community bank in Arkansas, the company adopted the Bank OZK name in 2018.