Is Bank Ozk Stock a Good Investment?
Bank Ozk Investment Advice | OZK |
- Examine Bank Ozk's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Bank Ozk's leadership team and their track record. Good management can help Bank Ozk navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Regional Banks space and any emerging trends that could impact Bank Ozk's business and its evolving consumer preferences.
- Compare Bank Ozk's performance and market position to its competitors. Analyze how Bank Ozk is positioned in terms of product offerings, innovation, and market share.
- Check if Bank Ozk pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Bank Ozk's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Bank Ozk stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Bank Ozk is a good investment.
Sell | Buy |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Bank Ozk Stock
Researching Bank Ozk's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.08. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Bank Ozk has Price/Earnings To Growth (PEG) ratio of 0.76. The entity recorded earning per share (EPS) of 6.08. The firm last dividend was issued on the 11th of October 2024. Bank Ozk had 2:1 split on the 24th of June 2014.
To determine if Bank Ozk is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Bank Ozk's research are outlined below:
| Over 97.0% of the company shares are owned by institutional investors | |
| On 18th of October 2024 Bank Ozk paid $ 0.41 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Why Bank OZK is a Top Momentum Stock for the Long-Term |
Bank Ozk Quarterly Liabilities And Stockholders Equity |
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Bank Ozk uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Bank Ozk. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Bank Ozk's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 18th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 16th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Bank Ozk's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Bank Ozk's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2007-04-11 | 2007-03-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2005-01-12 | 2004-12-31 | 0.1 | 0.11 | 0.01 | 10 | ||
2004-07-13 | 2004-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
2004-01-13 | 2003-12-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2003-07-10 | 2003-06-30 | 0.07 | 0.08 | 0.01 | 14 | ||
2003-01-09 | 2002-12-31 | 0.06 | 0.07 | 0.01 | 16 | ||
2002-07-11 | 2002-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2002-04-11 | 2002-03-31 | 0.04 | 0.05 | 0.01 | 25 |
Know Bank Ozk's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Bank Ozk is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bank Ozk backward and forwards among themselves. Bank Ozk's institutional investor refers to the entity that pools money to purchase Bank Ozk's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jarislowsky Fraser Ltd | 2024-09-30 | 2 M | American Century Companies Inc | 2024-09-30 | 1.9 M | Victory Capital Management Inc. | 2024-09-30 | 1.3 M | Giverny Capital Inc. | 2024-09-30 | 1.2 M | D. E. Shaw & Co Lp | 2024-09-30 | 1.2 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.1 M | Arrowstreet Capital Limited Partnership | 2024-09-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-09-30 | 1.1 M | Millennium Management Llc | 2024-09-30 | 1 M | Vanguard Group Inc | 2024-09-30 | 11.5 M | Blackrock Inc | 2024-06-30 | 10 M |
Bank Ozk's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 5.67 B.Market Cap |
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Bank Ozk's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.02 | 0.01 | |
| Return On Equity | 0.13 | 0.17 |
Determining Bank Ozk's profitability involves analyzing its financial statements and using various financial metrics to determine if Bank Ozk is a good buy. For example, gross profit margin measures Bank Ozk's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Bank Ozk's profitability and make more informed investment decisions.
Evaluate Bank Ozk's management efficiency
Bank Ozk has Return on Asset of 0.0202 % which means that on every $100 spent on assets, it made $0.0202 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1352 %, implying that it generated $0.1352 on every 100 dollars invested. Bank Ozk's management efficiency ratios could be used to measure how well Bank Ozk manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is expected to rise to 0.17 this year, although the value of Return On Tangible Assets will most likely fall to 0.01. Total Current Liabilities is expected to rise to about 9.7 B this year. Liabilities And Stockholders Equity is expected to rise to about 35.9 B this year| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 44.91 | 47.15 | |
| Tangible Book Value Per Share | 39.13 | 41.09 | |
| Enterprise Value Over EBITDA | 5.34 | 5.07 | |
| Price Book Value Ratio | 1.11 | 1.05 | |
| Enterprise Value Multiple | 5.34 | 5.07 | |
| Price Fair Value | 1.11 | 1.05 | |
| Enterprise Value | 2.5 B | 2.6 B |
Evaluating the management effectiveness of Bank Ozk allows investors to assess its financial health and operational efficiency. Coupled with an analysis of its growth prospects and the current market dynamics, we evaluate the stock's true value and future potential. Key indicators such as revenue, earnings or debt levels are examined alongside external factors like economic trends and regulatory changes. The Bank Stock analysis seeks to determine whether the stock is undervalued, appropriately priced, or overvalued, thereby guiding your investment decisions.
Dividend Yield 0.0328 | Forward Dividend Yield 0.0328 | Forward Dividend Rate 1.64 | Beta 1.152 |
Basic technical analysis of Bank Stock
As of the 2nd of December, Bank Ozk shows the Risk Adjusted Performance of 0.0908, mean deviation of 1.67, and Downside Deviation of 1.98. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Bank Ozk, as well as the relationship between them.Bank Ozk's Outstanding Corporate Bonds
Bank Ozk issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Bank Ozk uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Bank bonds can be classified according to their maturity, which is the date when Bank Ozk has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| BANK OF NOVA Corp BondUS064159TF31 | View | |
| US064159DF05 Corp BondUS064159DF05 | View | |
| BNS 4859664 02 MAR 26 Corp BondUS0641593V62 | View | |
| BANK OF NOVA Corp BondUS0641593U89 | View | |
| BANK OF NOVA Corp BondUS064159VL70 | View | |
| US064159F847 Corp BondUS064159F847 | View | |
| BNS 215 01 AUG 31 Corp BondUS0641594B99 | View | |
| BANK OF NOVA Corp BondUS0641594A17 | View |
Understand Bank Ozk's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Bank Ozk's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0908 | |||
| Market Risk Adjusted Performance | 0.1305 | |||
| Mean Deviation | 1.67 | |||
| Semi Deviation | 1.73 | |||
| Downside Deviation | 1.98 | |||
| Coefficient Of Variation | 909.59 | |||
| Standard Deviation | 2.35 | |||
| Variance | 5.54 | |||
| Information Ratio | 0.0515 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0612 | |||
| Treynor Ratio | 0.1205 | |||
| Maximum Drawdown | 15.09 | |||
| Value At Risk | (3.05) | |||
| Potential Upside | 4.03 | |||
| Downside Variance | 3.92 | |||
| Semi Variance | 2.98 | |||
| Expected Short fall | (1.82) | |||
| Skewness | 1.39 | |||
| Kurtosis | 6.0 |
| Risk Adjusted Performance | 0.0908 | |||
| Market Risk Adjusted Performance | 0.1305 | |||
| Mean Deviation | 1.67 | |||
| Semi Deviation | 1.73 | |||
| Downside Deviation | 1.98 | |||
| Coefficient Of Variation | 909.59 | |||
| Standard Deviation | 2.35 | |||
| Variance | 5.54 | |||
| Information Ratio | 0.0515 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0612 | |||
| Treynor Ratio | 0.1205 | |||
| Maximum Drawdown | 15.09 | |||
| Value At Risk | (3.05) | |||
| Potential Upside | 4.03 | |||
| Downside Variance | 3.92 | |||
| Semi Variance | 2.98 | |||
| Expected Short fall | (1.82) | |||
| Skewness | 1.39 | |||
| Kurtosis | 6.0 |
Consider Bank Ozk's intraday indicators
Bank Ozk intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Bank Ozk stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Bank Ozk Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
13A | 28th of October 2024 An amended filing to the original Schedule 13G | ViewVerify |
Bank Stock media impact
Far too much social signal, news, headlines, and media speculation about Bank Ozk that are available to investors today. That information is available publicly through Bank media outlets and privately through word of mouth or via Bank internal channels. However, regardless of the origin, that massive amount of Bank data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Bank Ozk news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Bank Ozk relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Bank Ozk's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Bank Ozk alpha.
Bank Ozk Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Bank Ozk can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Bank Ozk Historical Investor Sentiment
Investor biases related to Bank Ozk's public news can be used to forecast risks associated with an investment in Bank. The trend in average sentiment can be used to explain how an investor holding Bank can time the market purely based on public headlines and social activities around Bank Ozk. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Bank Ozk's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Bank Ozk and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Bank Ozk news discussions. The higher the estimate score, the more favorable the investor's outlook on Bank Ozk.
Bank Ozk Corporate Management
| George II | Chairman CEO | Profile | |
| Tim CPA | Chief Officer | Profile | |
| Scott Trapani | Chief Officer | Profile | |
| Paschall Hamblen | President | Profile | |
| Candace Graham | Exec Communication | Profile | |
| Alan Jessup | Chief Officer | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Bank Ozk. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. For more information on how to buy Bank Stock please use our How to buy in Bank Stock guide.You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank Ozk. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank Ozk listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.04 | Dividend Share 1.54 | Earnings Share 6.08 | Revenue Per Share 12.85 | Quarterly Revenue Growth 0.101 |
The market value of Bank Ozk is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank Ozk's value that differs from its market value or its book value, called intrinsic value, which is Bank Ozk's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank Ozk's market value can be influenced by many factors that don't directly affect Bank Ozk's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Bank Ozk's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Bank Ozk is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank Ozk's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.