UMB Financial (UMBF) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
Calculated from 47 years of price history (1980–2026), as of .

UMBF
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.5% | 8.9% | 2.3% | +11.9% | +4.0% | — | — | — | — | — | — | — |
| 2025 | +4.5% | 6.4% | 8.0% | 6.5% | +9.0% | +2.4% | +4.6% | +10.8% | 2.6% | 9.7% | +3.9% | +4.0% |
| 2024 | 1.3% | 1.1% | +7.1% | 8.4% | +3.5% | +1.7% | +22.3% | +1.5% | +1.9% | +4.4% | +14.4% | 9.8% |
| 2023 | +8.0% | +0.5% | 36.1% | +10.2% | 10.9% | +8.1% | +16.6% | 11.0% | 1.2% | +1.1% | +14.3% | +17.2% |
| 2022 | 7.2% | +3.5% | 4.2% | 7.2% | +2.4% | 6.4% | +5.1% | 1.1% | 5.4% | 1.3% | +2.8% | 1.9% |
| 2021 | +2.9% | +18.9% | +9.8% | +5.1% | 0.3% | 3.5% | +0.6% | 2.2% | +6.0% | +2.2% | +1.8% | +5.9% |
| 2020 | 3.2% | 12.5% | 19.8% | +9.6% | +0.9% | +1.0% | 3.4% | +7.9% | 8.2% | +24.2% | +11.7% | +1.9% |
| 2019 | +5.6% | +6.9% | 6.5% | +9.1% | 11.6% | +7.1% | +3.7% | 8.7% | +4.1% | +1.1% | +3.1% | +2.5% |
| 2018 | +5.9% | 4.2% | 0.4% | +5.8% | +0.6% | 0.7% | 5.7% | +4.7% | 5.4% | 9.9% | +6.0% | 9.5% |
| 2017 | +0.0% | +2.2% | 4.1% | 3.8% | 3.4% | +7.3% | 6.9% | 3.6% | +11.4% | 1.3% | +2.2% | 3.9% |
| 2016 | +0.7% | +4.7% | +5.6% | +8.0% | +3.2% | 7.2% | +4.1% | +9.7% | 1.8% | +4.4% | +22.5% | +1.8% |
| 2015 | 14.7% | +6.2% | +3.1% | 5.9% | +4.0% | +10.6% | 3.9% | 8.6% | +1.8% | 3.4% | +7.4% | 11.2% |
| 2014 | 7.8% | +5.1% | +4.2% | 9.3% | 6.0% | +15.3% | 10.7% | +2.0% | 5.2% | +9.2% | 6.9% | +3.0% |
| 2013 | +1.0% | +3.0% | +8.1% | +2.6% | +5.5% | +5.3% | +7.4% | 0.1% | 8.7% | +8.4% | +8.8% | +0.6% |
| 2012 | +3.6% | +8.0% | +8.0% | +7.4% | +1.5% | +5.5% | 6.2% | +2.0% | 0.3% | 8.5% | 4.8% | +3.9% |
| 2011 | 1.9% | 1.9% | 5.8% | +12.7% | +1.3% | 1.4% | 0.9% | 6.6% | 16.8% | +15.0% | 3.2% | +5.0% |
| 2010 | +0.4% | 3.1% | +6.5% | +3.7% | 7.5% | 8.3% | +5.8% | 15.3% | +12.0% | +4.4% | +0.6% | +11.6% |
| 2009 | 21.2% | 2.1% | +12.6% | +7.7% | 12.2% | 5.0% | +9.8% | 4.0% | +1.5% | 1.7% | 1.2% | +0.6% |
| 2008 | +9.8% | 9.2% | +8.1% | +20.5% | +5.1% | 1.4% | +7.4% | 5.5% | +1.3% | 13.7% | +5.5% | +3.2% |
| 2007 | +0.2% | +3.2% | +0.4% | +3.6% | 1.3% | 4.1% | +1.3% | +18.7% | 2.9% | 2.0% | 10.4% | +2.4% |
| 2006 | +5.4% | +0.4% | +4.3% | 3.3% | 5.1% | +3.8% | +3.1% | +1.4% | +5.3% | 1.9% | +2.5% | 0.3% |
| 2005 | 3.2% | +2.7% | +1.4% | 4.9% | +2.9% | +2.8% | +12.6% | +2.5% | +0.0% | +1.9% | 0.9% | 3.3% |
| 2004 | +3.2% | +2.4% | +1.4% | 1.1% | +1.4% | +1.9% | 2.9% | 3.7% | 0.8% | +7.9% | +8.8% | +1.5% |
| 2003 | 0.2% | 3.3% | 0.1% | +7.8% | +6.2% | +1.6% | +8.7% | +3.1% | 0.5% | +6.3% | 2.9% | 1.9% |
| 2002 | 0.3% | 0.2% | +8.1% | +11.5% | 0.5% | 1.1% | 8.5% | 6.4% | 2.2% | +0.0% | +2.6% | 4.0% |
| 2001 | 1.3% | +1.8% | +1.7% | 2.8% | +0.8% | +16.0% | 1.4% | 1.7% | 0.4% | +1.2% | +0.3% | +0.2% |
| 2000 | 11.2% | +0.2% | +9.9% | 1.3% | +2.1% | 10.8% | +6.7% | +3.0% | +4.0% | 9.1% | +5.5% | +5.2% |
| 1999 | 3.0% | 1.4% | 11.2% | +7.2% | +2.3% | +1.3% | +2.7% | 3.4% | 1.4% | 2.6% | +0.9% | +1.9% |
| 1998 | +1.9% | +2.7% | +7.3% | 3.3% | 6.8% | 9.7% | 4.6% | 13.7% | +16.9% | 3.5% | 3.3% | +4.0% |
| 1997 | 3.8% | +9.0% | 6.6% | 1.9% | +3.2% | +8.4% | +2.3% | +2.0% | +13.8% | +0.9% | +1.5% | +9.9% |
| 1996 | +8.5% | 5.8% | +7.5% | 3.2% | +0.0% | 0.9% | 1.7% | +2.5% | +3.2% | +4.0% | 0.3% | +8.5% |
| 1995 | 2.3% | +0.8% | 1.9% | +5.9% | 0.9% | +16.7% | +2.5% | +2.9% | +11.1% | +0.7% | +2.9% | 11.5% |
| 1994 | +0.6% | 6.6% | +2.2% | +2.1% | +0.0% | +2.9% | 2.2% | +1.5% | 2.2% | 1.7% | 3.1% | +1.6% |
| 1993 | 1.8% | 5.7% | +8.1% | 1.8% | +15.6% | 14.6% | +1.0% | 1.7% | +2.6% | 2.0% | 3.2% | +2.0% |
| 1992 | +7.4% | 2.2% | +0.0% | +1.5% | +5.1% | +0.7% | 1.9% | 6.1% | +18.6% | 2.4% | 13.6% | +5.8% |
| 1991 | +2.0% | +5.4% | +1.8% | +6.8% | +2.4% | +0.7% | +22.1% | 11.6% | +3.2% | +1.0% | +23.7% | 15.8% |
| 1990 | +20.9% | 19.5% | +2.7% | 1.8% | +1.8% | 1.8% | 3.1% | 2.1% | 15.6% | +5.4% | +5.1% | +5.8% |
| 1989 | 1.9% | +0.0% | +23.2% | 18.3% | +9.7% | +0.9% | +0.9% | +12.2% | +0.0% | 0.8% | 2.3% | 0.6% |
| 1988 | 1.9% | +2.9% | 2.9% | +4.7% | 1.9% | +0.7% | 0.9% | +0.0% | +1.2% | +1.4% | 1.4% | 1.4% |
| 1987 | +13.3% | 8.6% | +0.7% | 0.5% | 1.2% | 0.3% | +4.8% | +3.1% | +10.9% | 9.6% | 4.4% | +0.7% |
| 1986 | +19.9% | 3.1% | 0.7% | +23.7% | 19.1% | +17.0% | 19.3% | +1.0% | 3.4% | +3.7% | +25.5% | 25.3% |
| 1985 | +0.7% | +1.7% | +23.7% | 17.3% | +3.6% | +3.2% | +9.9% | +1.4% | +6.1% | +2.6% | 2.0% | 1.8% |
| 1984 | +2.9% | +13.7% | +17.3% | +2.4% | 19.4% | 1.5% | +15.2% | 16.7% | +18.1% | 16.7% | +32.5% | 14.8% |
| 1983 | 14.8% | 2.9% | +6.5% | +17.3% | +1.6% | +0.0% | 1.6% | 4.0% | +23.7% | 17.4% | +5.3% | 6.6% |
| 1982 | 21.3% | +2.8% | 1.8% | 2.3% | +0.0% | 7.1% | +19.4% | 13.2% | +40.4% | 14.4% | +16.8% | 14.7% |
| 1981 | 14.2% | +2.2% | +1.7% | +12.9% | +0.0% | +9.1% | 20.2% | +2.6% | 12.8% | +6.3% | +33.9% | 6.8% |
| 1980 | — | — | — | +1.2% | +10.1% | +14.1% | 14.2% | +22.7% | 11.7% | +10.2% | +21.8% | 0.8% |
| Avg | +0.0% | +0.1% | +2.0% | +2.5% | +0.0% | +1.8% | +1.7% | 0.7% | +2.4% | 0.1% | +5.0% | 0.8% |
| Median | +0.3% | +0.5% | +1.8% | +2.4% | +1.3% | +1.0% | +1.1% | 0.1% | +0.6% | +0.8% | +2.6% | +0.7% |
| Win % | 54% | 54% | 63% | 57% | 57% | 59% | 57% | 48% | 52% | 52% | 65% | 57% |
2026
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1981
1980
Avg
Median
Win %
Frequently asked questions
What is the best performing month for UMB Financial (UMBF) stock?
Historically, November is the best performing month for UMB Financial (UMBF) stock with an average return of +5.01%.
What is the worst performing month for UMB Financial (UMBF) stock?
Historically, December is the worst performing month for UMB Financial (UMBF) stock with an average return of 0.77%.
What is the best performing quarter for UMB Financial (UMBF) stock?
Historically, Q2 is the best performing quarter for UMB Financial (UMBF) stock with an average return of +4.07%.
What is the worst performing quarter for UMB Financial (UMBF) stock?
Historically, Q1 is the worst performing quarter for UMB Financial (UMBF) stock with an average return of +1.88%.
What is the best performing year for UMB Financial (UMBF) stock?
Historically, 2016 is the best performing year for UMB Financial (UMBF) stock with a return of +68.37%.
What is the worst performing year for UMB Financial (UMBF) stock?
Historically, 2022 is the worst performing year for UMB Financial (UMBF) stock with a return of 19.96%.
Which month has the highest win rate for UMB Financial (UMBF) stock?
Historically, November has the highest win rate for UMB Financial (UMBF) stock — positive in 65% of years.
Which month has the lowest win rate for UMB Financial (UMBF) stock?
Historically, August has the lowest win rate for UMB Financial (UMBF) stock — positive in 48% of years.
Which quarter has the highest win rate for UMB Financial (UMBF) stock?
Historically, Q2 has the highest win rate for UMB Financial (UMBF) stock — positive in 62% of years.
Which quarter has the lowest win rate for UMB Financial (UMBF) stock?
Historically, Q4 has the lowest win rate for UMB Financial (UMBF) stock — positive in 48% of years.
Data & methodology
How are returns calculated?
We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
Explore more
UMBF Overview
Company profile, financial tools, and key metrics
UMBF Revenue Counter
Earns $141.43 every second. See per minute, hour, and day.
UMBF Earnings Counter
Earns $27.98 per second net profit. See per minute, hour, and day.
UMBF Economic Scale
Exceeds Suriname's GDP. Compare with world economies.
UMBF What If Invested
What if you had invested $1,000? See historical returns from any date.
UMBF How It Makes Money
Discover visual breakdown of $4.46B in revenue — where it comes from and where it goes.
UMBF Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
UMBF Daily Price Character
Explosive · 44.7% historical win rate (green days). Streaks & record days.
UMBF Buybacks
0.41% TTM buyback yield. Shareholder yield & SBC comparison.
UMBF Stock Split History
21 splits on record. Dates, ratios, and cumulative multiple.
UMBF Dividend Profile
Yield: 1.27%. Safety: 7/8. See full history.
UMBF Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
UMBF Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
UMBF Dividend Capture
Historical pre-ex touch stats, gap distribution, after-tax calculator, and a backtest simulator (limit-order vs MOC exit).
UMBF Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.