Fulcrum Asset Management LLP Purchases 13,868 Shares of Bank OZK $OZK

Fulcrum Asset Management LLP increased its position in Bank OZK (NASDAQ:OZK) by 305.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,403 shares of the company’s stock after purchasing an additional 13,868 shares during the period. Fulcrum Asset Management LLP’s holdings in Bank OZK were worth $850,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC grew its position in shares of Bank OZK by 31.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 684,555 shares of the company’s stock worth $31,722,000 after buying an additional 162,646 shares during the period. Kestra Advisory Services LLC bought a new position in shares of Bank OZK in the 3rd quarter worth about $412,000. Pathway Financial Advisers LLC bought a new position in shares of Bank OZK in the 3rd quarter worth about $66,000. Covestor Ltd increased its stake in shares of Bank OZK by 21.7% in the 3rd quarter. Covestor Ltd now owns 3,785 shares of the company’s stock worth $175,000 after acquiring an additional 676 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. purchased a new position in Bank OZK during the 3rd quarter valued at about $4,442,000. Institutional investors own 86.18% of the company’s stock.

Bank OZK Trading Down 0.1%

NASDAQ OZK opened at $50.45 on Friday. Bank OZK has a 12 month low of $42.37 and a 12 month high of $53.39. The company has a current ratio of 0.98, a quick ratio of 0.97 and a debt-to-equity ratio of 0.21. The stock’s fifty day moving average price is $48.17 and its 200-day moving average price is $48.64. The stock has a market cap of $5.64 billion, a P/E ratio of 8.46 and a beta of 0.90.

Bank OZK (NASDAQ:OZK) last posted its quarterly earnings results on Tuesday, October 20th. The company reported $1.50 earnings per share (EPS) 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 analyst estimates of $434.83 million. Bank OZK had a return on equity of 11.56% and a net margin of 24.70%. During the same quarter in the previous year, the firm earned $1.59 EPS. As a group, equities analysts forecast that Bank OZK will post 5.92 EPS for the current fiscal year.

Bank OZK Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, October 20th. Investors of record on Tuesday, October 13th were given a dividend of $0.49 per share. This is a positive change 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 yield of 3.9%. Bank OZK’s payout ratio is currently 32.89%.

Analysts Set New Price Targets

OZK has been the topic of several research reports. Wall Street Zen raised shares of Bank OZK from a “sell” rating to a “hold” rating in a research note on Sunday, September 27th. Piper Sandler restated an “overweight” rating and issued a $61.00 price objective on shares of Bank OZK in a report on Wednesday, July 22nd. Keefe, Bruyette & Woods raised their target price on shares of Bank OZK from $52.00 to $54.00 and gave the company a “market perform” rating in a research note on Friday, October 30th. Raymond James Financial began coverage on shares of Bank OZK in a report on Tuesday, September 1st. They set a “market perform” rating for the company. Finally, Zacks Research raised Bank OZK from a “strong sell” rating to a “hold” rating in a research report on Friday, September 25th. Three equities 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, the company presently 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 Research raised several nearer-term estimates, including FY2026 EPS to $5.91 from $5.82 and FY2027 EPS to $6.16 from $6.10. It also lifted forecasts for Q4 2026 and Q4 2027. MarketBeat Bank OZK coverage
• Neutral Sentiment: Bank OZK is reportedly considering an office at Nashville’s One City development. The report provides no details about the potential space or its financial impact, making the significance for investors unclear. Bank OZK eyes office at One City
• Negative Sentiment: Zacks cut multiple later-period earnings forecasts, including FY2028 EPS to $6.92 from $7.29, and reduced estimates for Q3 2027 and several 2028 quarters. The downward revisions suggest a softer longer-term outlook, though Zacks maintained its Hold rating. MarketBeat Bank OZK coverage

Bank OZK Profile

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.