Inside the research
Bank OZK
OZK Research profile · latest available data
Price overview
$46.89
▲ +0.29 (+0.6%)
| 52w hi | $53.09 |
|---|---|
| 52w lo | $41.42 |
| Vol | 1.11M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.11
| Short | -0.16 |
|---|---|
| Medium | -0.12 |
| Long | -0.00 |
computed 2026-09-27
Key fundamentals
Bank OZK
Financial Services · Banks - Regional
| Market cap | $5.11B |
|---|---|
| Enterprise value | $4.57B |
| Trailing P/E | 7.74x |
| Forward P/E | 7.78x |
| P / S (ttm) | 3.29x |
| Profit margin | 44.5% |
| Return on equity | 11.3% |
| Revenue growth | -2.1% |
| Earnings growth | -5.7% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.23 | |
| Sector | +0.02 | |
| Technical | -0.14 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Bank OZK operates as a full-service Arkansas state-chartered bank that provides retail and commercial banking services. The company provides deposit services, including non-interest-bearing checking, interest bearing transaction, business sweep, savings, money market, individual retirement, and other accounts, as well as time and reciprocal deposits. It offers trust and wealth services, such as personal trusts, custodial accounts, investment management accounts, and retirement accounts; corporate trust services that include trustee, paying agent and registered transfer agent services, and other related services; and treasury management services, which include automated clearing house, wire transfer, current and prior day transaction reporting, wholesale lockbox, remote deposit capture, automated credit line transfer, reconciliation, positive pay, commercial card, and other services, as well as zero balance and investment sweep accounts. In addition, the company provides real estate, consumer, small business, indirect recreational vehicle and marine, equipment, agricultural, commercial and industrial, government guaranteed, lines of credit, homebuilder, and housing loans; lender and structured, business aviation, and subscription financing services; and mortgage and other lending products. The company was formerly known as Bank of the Ozarks and changed its name to Bank OZK in July 2018. Bank OZK was founded in 1903 and is headquartered in Little Rock, Arkansas.
Risk Metrics
| Beta vs SPX | 0.98 |
|---|---|
| Corr SPX | 0.53 |
| Annual vol | 29.7% |
| Annual ret | +9.0% |
| Sharpe | 0.30 |
| Max DD | -29.2% |
Window: 504 trading days (504 obs)
Dividends
| Yield (TTM) | 2.94% |
|---|---|
| $ / share (TTM) | $1.38 |
| 5y CAGR | +10.0% |
Annual dividend per share
| 2021 | $1.13 |
|---|---|
| 2022 | $1.26 |
| 2023 | $1.42 |
| 2024 | $1.58 |
| 2025 | $1.74 |
| 2026 | $0.93 |
SEC Filings
| Date | Form | Doc |
|---|---|---|
| 2026-05-13 | 13F-HR | view |
| 2026-02-17 | 13F-HR | view |
| 2025-11-14 | 13F-HR | view |
| 2025-08-12 | 13F-HR | view |
| 2025-05-14 | 13F-HR | view |
| 2025-02-05 | 13F-HR | view |
| 2024-11-14 | 13F-HR | view |
| 2024-10-28 | SC 13G/A | view |
| 2024-07-29 | 13F-HR | view |
| 2024-05-10 | 13F-HR | view |
| 2024-02-13 | SC 13G/A | view |
| 2024-02-09 | SC 13G/A | view |
| 2024-02-09 | SC 13G/A | view |
| 2024-02-05 | 13F-HR | view |
| 2024-01-26 | SC 13G/A | view |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $46.60 | $47.05 | $46.48 | $46.89 | 1.11M |
| Sep 24 | $46.28 | $46.67 | $45.99 | $46.60 | 1.27M |
| Sep 23 | $47.00 | $47.19 | $46.06 | $46.09 | 1.25M |
| Sep 22 | $47.88 | $48.08 | $47.00 | $47.02 | 1.15M |
| Sep 21 | $47.99 | $48.40 | $47.73 | $47.75 | 883.00K |
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