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UMPQ

Umpqua Holdings Corporation

Financial Services

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Price alert · UMPQ

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17.66 0.00 0.00%
As of Feb 28, 2023
17.60 Day range 18.21

52-week range unavailable

Open
18.11
Prev close
17.66
Mkt cap
3.83B
Vol
24.81M
Avg vol
0
EPS
0.00
P/E
0.00
Div yield
4.76%
More statistics
Low
17.60
High
18.21
Forward P/E
5.66
Beta
0.95
Short ratio
2.64
Inst. own
90.03%
Dividend
0.84
Ex-div date
Jan 19, 2023
Earnings
Apr 19, 2023
50-d avg
17.95
200-d avg
18.02
1y target
19.63

2Y chart

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Key statistics

Market cap
3.83B
Enterprise value
4.52B
Trailing P/E
11.39
Forward P/E
5.66
PEG ratio
0.61
Price / sales
3.23
Price / book
1.55
EPS (TTM)
1.55
Beta
0.95
Dividend yield
4.76%
Payout ratio
54.19%
Profit margin
28.41%
Revenue (TTM)
1.19B
Revenue growth
-3.00%
Free cash flow
0
Total cash
1.30B
Total debt
1.99B
Return on equity
12.88%
Shares outstanding
217.06M
Short % of float
2.53%
50-day average
17.95
200-day average
18.02

Analyst view

Consensus: hold

Hold
Price target (mean) 19.63 +11.2% upside
Target (low)
19.00
Target (mean)
19.63
Target (high)
21.45
Ratings (0m) 12 5 buy · 6 hold · 1 sell
  • Strong buy1
  • Buy4
  • Hold6
  • Sell1
  • Strong sell0

Next earnings

Apr 19, 2023

Expected Apr 19, 2023. Consensus EPS estimate 0.68.

Earnings history

Financials — quick view

All financials
UMPQ Revenue — quarterly 307.41M
2019-Q1 20192019-Q2 20192019-Q3 20192019-Q4 20192020-Q1 20202020-Q2 20202020-Q3 20202020-Q4 20202021-Q1 20212021-Q2 20212021-Q3 20212021-Q4 20212022-Q1 20222022-Q2 20222022-Q3 20222022-Q4 2022
UMPQ Net income — quarterly 82.96M
2019-Q1 20192019-Q2 20192019-Q3 20192019-Q4 20192020-Q1 20202020-Q2 20202020-Q3 20202020-Q4 20202021-Q1 20212021-Q2 20212021-Q3 20212021-Q4 20212022-Q1 20222022-Q2 20222022-Q3 20222022-Q4 2022
UMPQ EPS — quarterly 0.38
2019-Q1 20192019-Q2 20192019-Q3 20192019-Q4 20192020-Q1 20202020-Q2 20202020-Q3 20202020-Q4 20202021-Q1 20212021-Q2 20212021-Q3 20212021-Q4 20212022-Q1 20222022-Q2 20222022-Q3 20222022-Q4 2022

Earnings

UMPQ recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Apr 19, 2023Mar 1, 20230.37———
Jan 23, 2023Dec 1, 20220.52———
Oct 19, 2022Sep 1, 20220.46———
Jul 20, 2022Jun 1, 20220.39———
Apr 20, 2022Mar 1, 20220.39———
Jan 19, 2022Dec 1, 20210.43———

Upgrades / downgrades

UMPQ analyst upgrades and downgrades
DateFirmActionFromTo
Dec 15, 2022Wells FargoupEqual-WeightOverweight
Jun 15, 2022Truist Securitiesmain—Hold
Jan 4, 2022Wells FargodownOverweightEqual-Weight
Oct 13, 2021Stephens & Co.downOverweightEqual-Weight
Oct 13, 2021Truist SecuritiesdownBuyHold
Jul 27, 2021Stephens & Co.main—Overweight

About Umpqua Holdings Corporation

Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. It operates in two segments: Core Banking and Mortgage Banking. The company offers deposit products, including non-interest bearing checking, analyzed business, interest bearing checking and savings, and money market accounts, as well as insured cash sweep and other investment sweep solutions, and certificates of deposit. It also provides loans for corporate and commercial customers, such as accounts receivable and inventory financing, multi-family and equipment loans, commercial equipment leases, international trade finance, real estate construction loans, permanent financing, and small business administration program financing, as well as capital markets and treasury management and payments solutions comprising ACH, wires, positive pay, remote deposit capture, integrated payments, integrated receivables, lockbox, cash vault, real-time payments, commercial card, and foreign exchange related products, as well as merchant services. In addition, the company offers loan products, such as commercial and industrial loans; residential real estate loans for the construction, purchase, and refinancing of residential owner-occupied and rental properties; and consumer loans comprising secured and unsecured personal loans, home equity and personal lines of credit, and motor vehicle loans. Further, it provides financial planning solutions; and online and mobile banking services. The company serves high net worth individuals and families, select non-profits, and professional services firms. The company was founded in 1953 and is headquartered in Portland, Oregon.

Sector
Financial Services
Industry
Banks—Regional
Country
United States

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Insider holders

UMPQ insider holders
InsiderRelationLatest transactionDateShares held
FARNSWORTH RON LChief Financial OfficerStock Award(Grant)Feb 20, 2023306,936
MACHUCA LUIS FDirectorPurchaseApr 27, 202286,055
MCLAUGHLIN NEAL THOMASOfficer and TreasurerStock Award(Grant)Feb 20, 2023142,941
NAMDAR FRANKOfficerStock Award(Grant)Feb 20, 202367,188
NIXON TORRAN BOfficerStock Award(Grant)Feb 20, 2023267,750
O HAVER CORT LChief Executive OfficerStock Award(Grant)Feb 20, 2023827,170

Institution ownership

UMPQ institution ownership
Holder% heldSharesValueReported
Vanguard Group, Inc. (The)10.07%21,864,775386.13MDec 30, 2022
Blackrock Inc.9.51%20,634,043364.40MDec 30, 2022
Massachusetts Financial Services Co.6.21%13,487,897238.20MDec 30, 2022
Macquarie Group Limited5.70%12,367,145218.40MDec 30, 2022
Morgan Stanley4.59%9,960,086175.90MDec 30, 2022
State Street Corporation4.11%8,924,783157.61MDec 30, 2022

Fund ownership

UMPQ fund ownership
Holder% heldSharesValueReported
iShares Core S&P Midcap ETF3.09%6,700,339118.33MDec 30, 2022
Vanguard Total Stock Market Index Fund3.02%6,544,522115.58MSep 29, 2022
Eaton Vance Atlanta Capital SMID-Cap Fd2.77%6,008,728106.11MSep 29, 2022
MFS Series Trust XI-MFS Mid Cap Value Fund2.69%5,831,750102.99MSep 29, 2022
Vanguard Small-Cap Index Fund2.54%5,511,24397.33MSep 29, 2022
Delaware Group Equity Funds V-Small Cap Value Fund2.44%5,304,40093.68MNov 29, 2022
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