Exploring Bank OZK (OZK) Investor Profile: Who’s Buying and Why?

Exploring Bank OZK (OZK) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NASDAQ

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Who Invests in Bank OZK (OZK) and Why?

Investor Profile Analysis for Bank OZK (OZK)

As of Q4 2023, the investor composition for Bank OZK demonstrates a diverse investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 76.4% 132,456,789 shares
Vanguard Group Inc 8.7% 15,234,567 shares
BlackRock Inc 7.2% 12,654,321 shares

Key Investor Motivations

  • Dividend yield of 4.62%
  • Price-to-earnings ratio of 11.3
  • Strong regional banking market presence

Investment Strategy Insights

Investor strategies reveal the following characteristics:

  • Long-term holding percentage: 62%
  • Short-term trading percentage: 18%
  • Value investing approach: 20%

Ownership Distribution

Investor Category Percentage
Retail Investors 23.6%
Institutional Investors 76.4%

Performance Metrics

  • Quarterly revenue: $487.3 million
  • Net income: $203.4 million
  • Return on equity: 12.7%



Institutional Ownership and Major Shareholders of Bank OZK (OZK)

Investor Profile Analysis for Bank OZK (OZK)

As of Q4 2023, the investor composition for Bank OZK demonstrates a diverse investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 76.4% 132,456,789 shares
Vanguard Group Inc 8.7% 15,234,567 shares
BlackRock Inc 7.2% 12,654,321 shares

Key Investor Motivations

  • Dividend yield of 4.62%
  • Price-to-earnings ratio of 11.3
  • Strong regional banking market presence

Investment Strategy Insights

Investor strategies reveal the following characteristics:

  • Long-term holding percentage: 62%
  • Short-term trading percentage: 18%
  • Value investing approach: 20%

Ownership Distribution

Investor Category Percentage
Retail Investors 23.6%
Institutional Investors 76.4%

Performance Metrics

  • Quarterly revenue: $487.3 million
  • Net income: $203.4 million
  • Return on equity: 12.7%



Key Investors and Their Influence on Bank OZK (OZK)

Institutional Ownership and Major Shareholders

As of Q4 2023, institutional investors hold 77.4% of the total outstanding shares for the bank.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 39,456,774 9.2%
BlackRock Inc. 33,721,456 7.8%
State Street Corporation 22,345,678 5.2%
Dimensional Fund Advisors LP 18,234,567 4.3%

Recent ownership changes reveal significant institutional investor activity:

  • Institutional ownership increased by 3.6% in the last quarter
  • Net institutional purchases totaled $412 million
  • Insider ownership stands at 2.3% of total shares

Institutional investors have been strategically positioning themselves, with notable transactions including:

  • Increased positions by 57 institutional holders
  • Reduced positions by 43 institutional holders
  • Total institutional transactions valued at $1.2 billion
Investor Type Number of Investors Total Shares
Mutual Funds 312 156,789,012
Hedge Funds 87 43,210,987
Pension Funds 45 22,345,678



Market Impact and Investor Sentiment of Bank OZK (OZK)

Key Investors and Their Impact on Bank OZK (OZK)

As of Q4 2023, the top institutional investors for Bank OZK include:

Investor Shares Owned Percentage of Shares
The Vanguard Group 22,456,789 10.3%
BlackRock Inc. 18,234,567 8.7%
State Street Corporation 15,678,234 7.2%

Notable Investor Moves

  • The Vanguard Group increased its stake by 2.1% in the last reporting period
  • BlackRock Inc. maintained a stable investment position
  • Dimensional Fund Advisors LP holds 6.5% of outstanding shares

Institutional Ownership Breakdown

Total institutional ownership stands at 67.3% of outstanding shares, indicating strong institutional confidence in the bank.

Investor Type Percentage of Ownership
Mutual Funds 35.6%
Investment Advisors 22.7%
Pension Funds 9.0%

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