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Here’s Why Clearbridge Small Cap Strategy Chose UMB Financial (UMBF)
Yahoo Finance· 2025-09-16 12:16
Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter for the ClearBridge Small Cap Strategy, highlighting volatility in small-cap stocks and a 10% rebound in the Russell 2000 Index after a decline [1] - The Russell 2000 Index returned 8.5% for the quarter, underperforming the Russell 1000 Index, which returned 11.1% [1] - The strategy underperformed its benchmark during this period, indicating challenges in the small-cap sector [1] Group 2 - UMB Financial Corporation (NASDAQ:UMBF) was highlighted as a key stock, with a one-month return of 3.85% and a 14.75% increase over the last 52 weeks, closing at $120.39 per share with a market capitalization of $9.141 billion [2] - ClearBridge Small Cap Strategy actively adjusted its financial sector positioning by exiting Home BancShares for a new position in UMB Financial Corporation, citing superior quality and diversification [3] - UMB Financial Corporation was held by 28 hedge fund portfolios at the end of the second quarter, an increase from 25 in the previous quarter, although it is not among the 30 most popular stocks among hedge funds [4]
Why Northern Trust Corporation (NTRS) is a Top Growth Stock for the Long-Term
ZACKS· 2025-08-19 14:46
Core Insights - Zacks Premium offers various tools to enhance investor confidence and market engagement, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to complement the Zacks Rank, providing additional metrics to help investors identify stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum, with A being the highest score indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [4] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [5] - The Momentum Score identifies trends in stock prices and earnings estimates to optimize entry points for investments [6] - The VGM Score combines the three Style Scores to highlight stocks with the best overall value, growth, and momentum characteristics [6] Zacks Rank and Style Scores Interaction - The Zacks Rank utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7] - With over 800 top-rated stocks available, the Style Scores assist investors in narrowing down their choices [8] - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the trend of earnings estimate revisions [9][10] Company Spotlight: Northern Trust Corporation - Northern Trust Corporation, based in Chicago, is a prominent provider of wealth management and banking solutions, serving a diverse clientele [11] - The company holds a Zacks Rank of 2 (Buy) and a VGM Score of B, indicating strong potential for growth [11] - Northern Trust is projected to achieve a year-over-year earnings growth of 10.9% for the current fiscal year, with upward revisions in earnings estimates from analysts [12] - The company has an average earnings surprise of +7.6%, making it a compelling option for growth investors [12]