Dimensional Fund Advisors LP Increases Stake in Bank OZK $OZK

Dimensional Fund Advisors LP lifted its position in Bank OZK (NASDAQ:OZK) by 0.6% in the 1st quarter, Holdings Channel.com reports. The fund owned 6,625,660 shares of the company’s stock after acquiring an additional 38,592 shares during the period. Dimensional Fund Advisors LP owned about 0.06% of Bank OZK worth $304,045,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Ruffer LLP bought a new position in Bank OZK in the 4th quarter valued at $3,137,000. UBS Group AG boosted its stake in shares of Bank OZK by 13.4% during the fourth quarter. UBS Group AG now owns 531,843 shares of the company’s stock valued at $24,475,000 after purchasing an additional 63,051 shares during the period. Allspring Global Investments Holdings LLC boosted its stake in shares of Bank OZK by 21.5% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 284,258 shares of the company’s stock valued at $13,371,000 after purchasing an additional 50,258 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Bank OZK by 21.8% in the third quarter. JPMorgan Chase & Co. now owns 285,876 shares of the company’s stock worth $14,574,000 after purchasing an additional 51,171 shares during the last quarter. Finally, Van Berkom & Associates Inc. increased its stake in Bank OZK by 2.8% in the 4th quarter. Van Berkom & Associates Inc. now owns 1,869,432 shares of the company’s stock worth $86,031,000 after buying an additional 50,985 shares during the period. 86.18% of the stock is owned by hedge funds and other institutional investors.

Bank OZK News Roundup

Here are the key news stories impacting Bank OZK this week:

• Positive Sentiment: Bank OZK beat Q2 earnings estimates, helped by higher fee income and record deposits, which supports the view that the core franchise remains healthy. Bank OZK (OZK) Tops Q2 Earnings Estimates
• Positive Sentiment: Several research updates from Zacks Research raised future earnings estimates for Bank OZK, suggesting analysts see room for longer-term profit growth. Analyst estimate updates
• Neutral Sentiment: Bank OZK announced its second-quarter 2026 earnings and held a conference call, giving investors more detail on the quarter and outlook. Bank OZK Announces Second Quarter 2026 Earnings
• Neutral Sentiment: The company is expanding its footprint with a new Denton location offering financial services, a modest growth move that is unlikely to drive the stock by itself. Bank OZK to offer financial services at new Denton location
• Negative Sentiment: Despite the earnings beat, shares are facing pressure because Q2 net interest income was weaker and credit quality concerns clouded the otherwise solid results. Bank OZK Q2 Earnings Beat Estimates on Higher Fee Income, Shares Fall

Bank OZK Stock Up 0.4%

Shares of NASDAQ OZK opened at $50.97 on Thursday. Bank OZK has a 12-month low of $42.37 and a 12-month high of $53.66. The stock’s fifty day simple moving average is $49.87 and its two-hundred day simple moving average is $48.25. The stock has a market capitalization of $5.70 billion, a PE ratio of 8.42 and a beta of 0.89. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.14.

Bank OZK (NASDAQ:OZK) last posted its earnings results on Tuesday, July 21st. The company reported $1.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.48 by $0.01. The company had revenue of $430.02 million for the quarter, compared to analyst estimates of $436.42 million. Bank OZK had a return on equity of 11.94% and a net margin of 24.95%.The firm’s quarterly revenue was up .5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.47 earnings per share. As a group, analysts expect that Bank OZK will post 6.03 EPS for the current fiscal year.

Bank OZK declared that its board has initiated a stock buyback program on Monday, June 29th that permits the company to repurchase $200.00 million in outstanding shares. This repurchase authorization permits the company to repurchase up to 3.4% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Bank OZK Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, July 20th. Investors of record on Monday, July 13th were paid a dividend of $0.48 per share. This is a boost from Bank OZK’s previous quarterly dividend of $0.47. The ex-dividend date was Monday, July 13th. This represents a $1.92 annualized dividend and a dividend yield of 3.8%. Bank OZK’s dividend payout ratio (DPR) is presently 31.27%.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Wells Fargo & Company boosted their price objective on shares of Bank OZK from $50.00 to $52.00 and gave the company an “equal weight” rating in a research report on Monday, July 6th. TD Cowen downgraded shares of Bank OZK from a “buy” rating to a “hold” rating and set a $53.00 price target for the company. in a research note on Monday, July 6th. Piper Sandler reiterated an “overweight” rating and issued a $61.00 price target on shares of Bank OZK in a report on Wednesday. Morgan Stanley increased their price objective on Bank OZK from $54.00 to $56.00 and gave the stock an “equal weight” rating in a research note on Monday, June 29th. Finally, UBS Group assumed coverage on Bank OZK in a research report on Tuesday, April 7th. They set a “neutral” rating and a $48.00 target price for the company. Three investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Bank OZK presently has a consensus rating of “Hold” and an average price target of $56.12.

Bank OZK Company Profile

Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank’s core operations focus on commercial real estate lending, including acquisition, development and construction financing.