Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.379
Neutral
RSI(14)
42.569
Neutral
STOCH(KDJ)(9,3,3)
67.947
Neutral
ATR(14)
1.112
Low Volatility
CCI(14)
71.039
Neutral
Williams %R
41.267
Buy
TRIX(12,20)
-0.354
Sell
StochRSI(14)
42.062
Sell
Bank Ozk
OZK44.520USD
-0.500-1.11%
Close 03/27, 16:00（ET）Quotes delayed by 15 min
3.08BMarket Cap
7.18P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Bank Ozk
Currency: USD Updated: 2026-03-26Key Insights
Bank Ozk's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 77 out of 401 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 54.22.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Bank Ozk's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
Bank Ozk Highlights
StrengthsRisks
Bank OZK (the Bank) is a regional bank that provides a range of financial solutions. The Bank offers a range of products, including checking, savings, loans, mortgages, treasury management, merchant services, trust and estate services, wealth, and credit cards, among others. Its savings products include certificates of deposit, money market accounts, and individual retirement accounts. Its personal lending options include home equity lines of credit, personal lines of credit and auto loans. It offers both a fixed-rate mortgage and an adjustable-rate mortgage. Its online banking enables users to manage their accounts, pay bills, transfer funds, view electronic account statements and others. The Bank also provides individual consultation, financial planning, trust, and investment management services. The Bank conducts banking operations through approximately 240 offices in eight states, including Arkansas, Georgia, Florida, North Carolina, Texas, New York, California, and Mississippi.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 25.80%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 25.80%.
Undervalued
The company’s latest PB is 0.87, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 109.38M shares, decreasing 1.95% quarter-over-quarter.
Held by HOTCHKIS & WILEY
Star Investor HOTCHKIS & WILEY holds 5.79K shares of this stock.
Analyst Rating
Based on
10
analysts
Hold
Current Rating
54.222
Target Price
+21.30%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-26The current financial score of Bank Ozk is 6.22, ranking 274 out of 401 in the Banking Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 430.08M, representing a year-over-year increase of 7.03%, while its net profit experienced a year-over-year increase of 3.49%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
4.11
Operational Efficiency
2.88
Growth Potential
8.94
Shareholder Returns
5.16
Bank Ozk's Company Valuation
Currency: USD Updated: 2026-03-26The current valuation score of Bank Ozk is 8.71, ranking 58 out of 401 in the Banking Services industry. Its current P/E ratio is 7.32, which is 46.06% below the recent high of 10.70 and 16.26% above the recent low of 6.13.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 77/401
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-26The current earnings forecast score of Bank Ozk is 6.60, ranking 254 out of 401 in the Banking Services industry. The average price target is 57.00, with a high of 64.00 and a low of 40.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
10
analysts
Hold
Current Rating
54.222
Target Price
+21.30%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
307
Total
4
Median
5
Average
Company name
Ratings
Analysts
Bank Ozk
OZK
10
JPMorgan Chase & Co
JPM
27
Wells Fargo & Co
WFC
27
Bank of America Corp
BAC
26
US Bancorp
USB
26
PNC Financial Services Group Inc
PNC
25
1
2
3
...
62
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-26The current price momentum score of Bank Ozk is 7.17, ranking 222 out of 401 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 48.24 and the support level at 42.79, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
44.764
Sell
MA10
44.376
Buy
MA20
44.869
Sell
MA50
47.119
Sell
MA100
46.692
Sell
MA200
48.213
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-26The current institutional shareholding score of Bank Ozk is 10.00, ranking 1 out of 401 in the Banking Services industry. The latest institutional shareholding proportion is 97.10%, representing a quarter-over-quarter increase of 1.20%. The largest institutional shareholder is The Vanguard, holding a total of 11.04M shares, representing 9.80% of shares outstanding, with 2.28% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Dimensional Fund Advisors, L.P.
State Street Investment Management (US)
Gleason (George G II)
Charles Schwab Investment Management, Inc.
American Century Investment Management, Inc.
First Trust Advisors L.P.
Geode Capital Management, L.L.C.
1
2
Risk Assessment
Currency: USD Updated: 2026-03-26The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Bank Ozk is 8.23, ranking 108 out of 401 in the Banking Services industry. The company's beta value is 0.93. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Bank Ozk’s latest ESG disclosure leads the Banking Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
0.93
VaR
+3.31%
240-Day Maximum Drawdown
+19.76%
240-Day Volatility
+29.82%
Return
Best Daily Return
60 days
+3.03%
120 days
+3.97%
5 years
+11.15%
Worst Daily Return
60 days
-5.58%
120 days
-6.89%
5 years
-14.27%
Sharpe Ratio
60 days
-0.49
120 days
-0.74
5 years
+0.31
Risk Assessment
Maximum Drawdown
240 days
+19.76%
3 years
+29.23%
5 years
+38.38%
Return-to-Drawdown Ratio
240 days
+1.05
3 years
+0.51
5 years
+0.03
Skewness
240 days
-0.42
3 years
+0.06
5 years
+0.04
Volatility
Realised Volatility
240 days
+29.82%
5 years
+35.77%
Standardised True Range
240 days
+2.66%
5 years
+2.85%
Downside Risk-Adjusted Return
120 days
-90.67%
240 days
-90.67%
Maximum Daily Upside Volatility
60 days
+19.22%
Maximum Daily Downside Volatility
60 days
+22.51%
Liquidity
Average Turnover Rate
60 days
+0.81%
120 days
+0.98%
5 years
--
Turnover Deviation
20 days
-26.05%
60 days
-22.59%
120 days
-5.88%
Peer Comparison
Banking Services
Bank Ozk
OZK
7.44 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
OneMain Holdings Inc
OMF
8.65 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
OFG Bancorp
OFG
8.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLM Corp
SLM
8.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bread Financial Holdings Inc
BFH
8.46 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
SYF
8.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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