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Umpqua Holdings Corp
(NASDAQ: UMPQ)
AdChoices
16.04
-0.15
-0.90%
After Hours :
-
-
-

Open

16.21

Previous Close

16.19

Volume (Avg)

1.51M (1.53M)

Day's Range

15.98-16.39

52Wk Range

15.36-19.65

Market Cap.

3.48B

Dividend Rate (Yield )

0.60 (3.74%)

Beta

1.68

Shares Outstanding

217.24M

P/E Ratio (EPS)

25.25 (0.63)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Banks – Regional – US
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 526.41M

    • Net Income

    • 98.36M

    • Market Cap.

    • 3.48B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 12.92

    • PEG (Price/Earnings Growth) Ratio

    • 1.19

    • Beta

    • 1.68

    • Forward P/E

    • 12.11

    • Price/Sales

    • 3.26

    • Price/Book Value

    • 0.93

    • Price/Cash flow

    • 9.60

      • EBITDA

      • 169.30M

      • Return on Capital %

      • 0.51

      • Return on Equity %

      • 3.12

      • Return on Assets %

      • 0.51

      • Book Value/Share

      • 17.17

      • Shares Outstanding

      • 217.24M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.15 (9/26/2014)

      • Dividend Declaration Date

      • 9/16/2014

      Analyst Recommendation
      10/17/2014
      Outperform
        • 1 Year Price Target

        • 20.00

        • Credit Rating

        • -

        • Analysts

        • 3

        • EPS Estimate

        • 1.30

        • Cashflow Estimate

        • 1.38

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 100.00

          • -0.66

          • Net Income

            YTD/YTD (last year)

          • -3.50

          • 7.93

          • Net Income

            Q/Q (last year)

          • -34.40

          • -2.61

          • Sales (Revenue)

            5-Year Annual Average

          • 6.23

          • -11.83

          • Net Income

            5-Year Annual Average

          • 14.00

          • 6.49

          • Dividends

            5-Year Annual Average

          • -2.37

          • 33.22

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • -

            • Pre-Tax Margin

            • 20.01

            • 36.31

            • Net Profit Margin

            • 12.92

            • 25.32

            • Average Gross Margin

              5-Year Annual Average

            • -

            • -

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 7.40

            • 25.85

            • Average Net Profit Margin

              5-Year Annual Average

            • 2.60

            • 127.78B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.38

              • 0.74

              • Current Ratio

              • -

              • -

              • Quick Ratio

              • -

              • -

              • Interest Coverage

              • -

              • -

              • Leverage Ratio

              • 5.91

              • 8.88

              • Book Value/Share

              • 17.17

              • 19.98

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 24.88

                • 14.75

                • P/E Ratio 5-Year High

                • 30.95

                • 1,590.26

                • P/E Ratio 5-Year Low

                • 12.76

                • 247.77

                • Price/Sales Ratio

                • 3.21

                • 3.10

                • Price/Book Value

                • 0.92

                • 1.21

                • Price/Cash Flow Ratio

                • 9.60

                • 7.71

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 3.12

                    (0.90)

                  • 11.32

                    (9.64)

                  • Return on Assets %

                    (5-Year Average)

                  • 0.51

                    (0.10)

                  • 1.26

                    (0.99)

                  • Return on Capital %

                    (5-Year Average)

                  • 3.01

                    (3.60)

                  • 5.43

                    (3.93)

                  • Income/Employee

                  • 34.03k

                  • 57.85k

                  • Inventory Turnover

                  • -

                  • -

                  • Asset Turnover

                  • 0.04

                  • 0.05

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  151.03M
                  Operating Margin
                  28.69
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  9.60
                  Ownership

                  Institutional Ownership

                  98.43%

                  Top 10 Institutions

                  55.90%

                  Mutual Fund Ownership

                  46.05%

                  Float

                  88.03%

                  5% / Insider Ownership

                  2.17%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • VA CollegeAmerica Small Cap World

                  •  

                    6,141,041

                  • 8.31

                  • 2.83

                  • Eaton Vance Atlanta Capital SMID-Cap Fd

                  •  

                    5,189,481

                  • 0.00

                  • 2.39

                  • DFA US Small Cap Value II Portfolio

                  •  

                    4,077,772

                  • 0.00

                  • 1.88

                  • AllianzGI NFJ Small-Cap Value Fund

                  •  

                    3,950,300

                  • 8.52

                  • 1.82

                  • Vanguard Small Cap Index

                  •  

                    3,773,431

                  • -0.20

                  • 1.74

                  • Vanguard Total Stock Mkt Idx

                  •  

                    3,532,377

                  • 0.53

                  • 1.63

                  • Heartland Value Plus Fund

                  •  

                    3,400,000

                  • -1.45

                  • 1.57

                  • RidgeWorth Mid-Cap Value Equity Fund

                  •  

                    3,115,000

                  • 11.25

                  • 1.43

                  • iShares Russell 2000 (AU)

                  •  

                    2,611,000

                  • -1.01

                  • 1.17

                  • SPDR® S&P Bank ETF

                  •  

                    2,597,616

                  • 0.25

                  • 1.16

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Lee Thomas H Partners LP

                  •  

                    23,145,013

                  • +6.93%

                  • 10.66

                  • Warburg Pincus LLC

                  •  

                    21,636,286

                  • 0.00%

                  • 9.96

                  • Vanguard Group, Inc.

                  •  

                    12,134,963

                  • +12.34%

                  • 5.59

                  • State Street Corp

                  •  

                    10,468,213

                  • +6.02%

                  • 4.82

                  • Eaton Vance Management

                  •  

                    8,960,352

                  • +7.70%

                  • 8.00

                  • Dimensional Fund Advisors, Inc.

                  •  

                    8,775,465

                  • -2.72%

                  • 4.04

                  • Atlanta Capital Management Company,LLC

                  •  

                    8,482,234

                  • -0.17%

                  • 3.91

                  • Capital World Investors

                  •  

                    7,711,321

                  • +191.21%

                  • 3.55

                  • BlackRock Fund Advisors

                  •  

                    7,649,532

                  • -1.91%

                  • 3.52

                  • Allianz Global Inv Fund Mgmt LLC

                  •  

                    4,013,308

                  • +8.37%

                  • 1.85

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Banks – Regional – US

                  Type

                  Cyclical

                  Style

                  Small Value

                  Umpqua Holdings Corp was formed as a bank holding company in March 1999. It is a financial holding company that is engaged in the business of commercial and retail banking and the delivery of retail brokerage services. The Company pr...moreovides a range of banking, wealth management, mortgage and other financial services to corporate, institutional and individual customers through its wholly-owned banking subsidiary Umpqua Bank (the Bank). The Company engages in the retail brokerage business through its wholly-owned subsidiary Umpqua Investments, Inc. (Umpqua Investments). The Bank also has a wholly-owned subsidiary, Financial Pacific Leasing Inc., a commercial equipment leasing company. The Company and its subsidiaries are subject to regulation by certain federal and state agencies and undergo periodic e...morexamination by these regulatory agencies. The Company sell its products and services from retail to mortgage and commercial customers. It offers a traditional array of deposit products, including non-interest bearing checking accounts, interest bearing checking and savings accounts, money market accounts and certificates of deposit. The broker/dealer side of Umpqua Investments offers a full range of brokerage services including equity and fixed income products, mutual funds, annuities, options and life insurance products. The Company offers loans for business and commercial customers, including accounts receivable and inventory financing, equipment loans, commercial equipment leases, international trade, real estate construction loans and permanent financing and Small Business Administration ("SBA") program financing as well as capital markets and treasury management services. Additionally, they offers specially designed loan products for small businesses through its Small Business Lending Center, and have a business banking division to increase lending to small and mid-sized businesses. Real estate loans are available for construction, purchase, and refinancing of residential owner-occupied and rental properties. Borrowers can choose from a variety of fixed and adjustable rate options and terms. They sell most residential real estate loans that they originate into the secondary market. Servicing is retained on the majority of these loans. They also support the Home Affordable Refinance Program and Home Affordable Modification Program. The Company provide loans to individual borrowers for a variety of purposes, including secured and unsecured personal loans, home equity and personal lines of credit and motor vehicle loans. The competition includes other commercial banks that are community-focused. The Company is regulated under federal and state law.lessless

                  Key People

                  Raymond P. Davis

                  CEO/Director/President

                  Ronald L. Farnsworth

                  CFO/CFO, Subsidiary/Executive VP/Executive VP, Subsidiary

                  Mr. Andrew H. Ognall

                  Secretary/Executive VP/General Counsel

                  Barbara J. Baker

                  Executive VP, Divisional/Executive VP, Subsidiary

                  Mark P. Wardlow

                  Chief Credit Officer/Executive VP/Executive VP, Subsidiary

                  • Umpqua Holdings Corp

                  • One SW Columbia Street

                  • Portland, OR 97258

                  • USA.Map

                  • Phone: +1 503 727-4100

                  • Fax: -

                  • umpquabank.com

                  Incorporated

                  1999

                  Employees

                  2,490

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