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

Cabot Wealth Management Inc. decreased its holdings in shares of Bank OZK (NASDAQ:OZK) by 5.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 274,835 shares of the company’s stock after selling 14,470 shares during the period. Cabot Wealth Management Inc.’s holdings in Bank OZK were worth $12,631,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in OZK. Dimensional Fund Advisors LP boosted its position in shares of Bank OZK by 0.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 6,625,660 shares of the company’s stock worth $304,045,000 after purchasing an additional 38,592 shares during the last quarter. First Trust Advisors LP grew its stake in shares of Bank OZK by 4.6% during the first quarter. First Trust Advisors LP now owns 3,036,101 shares of the company’s stock worth $139,327,000 after purchasing an additional 134,490 shares during the period. Bank of New York Mellon Corp bought a new stake in Bank OZK in the second quarter valued at about $63,410,000. Quantinno Capital Management LP increased its holdings in Bank OZK by 41.7% in the first quarter. Quantinno Capital Management LP now owns 929,888 shares of the company’s stock valued at $42,673,000 after purchasing an additional 273,543 shares during the last quarter. Finally, Renaissance Technologies LLC increased its holdings in Bank OZK by 5.5% in the first quarter. Renaissance Technologies LLC now owns 918,897 shares of the company’s stock valued at $42,168,000 after purchasing an additional 48,300 shares during the last quarter. Institutional investors and hedge funds own 86.18% of the company’s stock.

Key Headlines Impacting Bank OZK

These are some of the OZK headlines that stood out recently:

• Neutral Sentiment: Zacks kept its “Hold” rating, while its current full-year EPS estimate of $5.91 matches the stated consensus.
• Neutral Sentiment: A report listed short interest at zero shares, a figure that does not indicate meaningful reported short positioning.
• 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

Wall Street Analyst Weigh In

Several research firms have weighed in on OZK. Citigroup reissued a “sell” rating on shares of Bank OZK in a research note on Tuesday, October 6th. Keefe, Bruyette & Woods boosted their target price on Bank OZK from $52.00 to $54.00 and gave the stock a “market perform” rating in a research report on Friday, October 30th. UBS Group upped their price target on Bank OZK from $50.00 to $51.00 and gave the company a “neutral” rating in a research note on Tuesday, July 28th. Wall Street Zen upgraded shares of Bank OZK from a “sell” rating to a “hold” rating in a research report on Sunday, September 27th. Finally, TD Cowen reduced their price objective on shares of Bank OZK from $52.00 to $50.00 and set a “hold” rating on the stock in a research note on Monday, October 5th. Three research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $55.14.

Bank OZK Trading Down 0.6%

Shares of NASDAQ OZK opened at $50.48 on Thursday. Bank OZK has a twelve month low of $42.37 and a twelve month high of $53.39. The stock has a market cap of $5.65 billion, a price-to-earnings ratio of 8.47 and a beta of 0.90. 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 company’s fifty day moving average is $48.15 and its 200-day moving average is $48.62.

Bank OZK (NASDAQ:OZK) last released its quarterly earnings data on Tuesday, October 20th. The company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.07. Bank OZK had a net margin of 24.70% and a return on equity of 11.56%. The business had revenue of $391.48 million during the quarter, compared to analysts’ expectations of $434.83 million. During the same quarter in the prior year, the company earned $1.59 EPS. Equities research analysts predict that Bank OZK will post 5.92 EPS for the current year.

Bank OZK Increases Dividend

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

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.