Allianz Asset Management GmbH Makes New Investment in Bank OZK $OZK

Allianz Asset Management GmbH bought a new position in shares of Bank OZK (NASDAQ:OZK) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 39,741 shares of the company’s stock, valued at approximately $2,026,000.

A number of other large investors have also recently made changes to their positions in the stock. Norges Bank bought a new stake in Bank OZK during the 2nd quarter valued at about $68,960,000. Mackenzie Financial Corp increased its position in shares of Bank OZK by 767.1% during the second quarter. Mackenzie Financial Corp now owns 566,662 shares of the company’s stock worth $26,667,000 after acquiring an additional 501,308 shares during the period. Senvest Management LLC increased its position in shares of Bank OZK by 24.4% during the second quarter. Senvest Management LLC now owns 1,581,582 shares of the company’s stock worth $74,429,000 after acquiring an additional 310,707 shares during the period. Fairholme Capital Management LLC raised its stake in shares of Bank OZK by 45.1% during the second quarter. Fairholme Capital Management LLC now owns 916,752 shares of the company’s stock valued at $43,142,000 after acquiring an additional 285,150 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Bank OZK by 57.2% in the second quarter. Arrowstreet Capital Limited Partnership now owns 694,956 shares of the company’s stock valued at $32,705,000 after purchasing an additional 253,001 shares during the period. 86.18% of the stock is owned by hedge funds and other institutional investors.

Bank OZK Trading Down 0.8%

NASDAQ:OZK opened at $48.88 on Friday. The company has a market capitalization of $5.47 billion, a P/E ratio of 7.92 and a beta of 0.94. The company has a current ratio of 1.02, a quick ratio of 1.03 and a debt-to-equity ratio of 0.08. Bank OZK has a 12 month low of $35.71 and a 12 month high of $53.66. The firm has a fifty day simple moving average of $47.87 and a 200-day simple moving average of $48.42.

Bank OZK (NASDAQ:OZK) last released its earnings results on Tuesday, January 20th. The company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.56 by ($0.03). Bank OZK had a net margin of 25.50% and a return on equity of 12.65%. The firm had revenue of $436.29 million during the quarter, compared to analyst estimates of $434.68 million. During the same period in the previous year, the company earned $1.56 earnings per share. On average, equities research analysts anticipate that Bank OZK will post 6.02 earnings per share for the current year.

Bank OZK Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, January 20th. Investors of record on Tuesday, January 13th were issued a dividend of $0.46 per share. This represents a $1.84 dividend on an annualized basis and a dividend yield of 3.8%. This is a positive change from Bank OZK’s previous quarterly dividend of $0.45. The ex-dividend date of this dividend was Tuesday, January 13th. Bank OZK’s dividend payout ratio is presently 29.82%.

Key Stories Impacting Bank OZK

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

• Positive Sentiment: Hodges Capital (One Fund) disclosed a roughly $11M buy (≈228,146 shares), signaling institutional accumulation that could support the stock. One Fund Discloses $11 Million Bank OZK Stock Buy
• Positive Sentiment: Zacks Research raised some forward estimates — notably Q1 FY2027 (to $1.63) and FY2027 (to $6.52) — which supports a more favorable medium‑term view. Zacks Research estimate updates
• Neutral Sentiment: UBS reiterated a Hold rating on OZK, which is a neutral signal — no change in broker stance to drive a big move. UBS Sticks to Its Hold Rating for Bank OZK
• Neutral Sentiment: Industry commentary comparing Bank OZK to peers (AAII piece) offers context for investors but contains no direct catalyst. Which Is a Better Investment, Bank OZK or Stellar Bancorp?
• Neutral Sentiment: Public short‑interest notices in the filings show “0 shares”/NaN and a 0.0 days‑to‑cover figure — clearly anomalous and not an actionable signal. No link available.
• Negative Sentiment: Zacks also cut several near‑term and FY2026 estimates (e.g., FY2026 lowered to $5.98 from $6.09 and multiple quarter cuts), which is a negative read on near‑term earnings momentum and helps explain selling pressure. Zacks Research estimate reductions

Analyst Ratings Changes

Several research analysts have commented on OZK shares. Keefe, Bruyette & Woods reduced their price objective on Bank OZK from $53.00 to $50.00 and set a “market perform” rating on the stock in a report on Monday, October 20th. Citigroup restated a “sell” rating on shares of Bank OZK in a research note on Monday, January 5th. Weiss Ratings restated a “buy (b-)” rating on shares of Bank OZK in a report on Tuesday, January 27th. Stephens cut their target price on shares of Bank OZK from $64.00 to $62.00 and set an “overweight” rating on the stock in a research report on Thursday, January 22nd. Finally, TD Cowen reduced their price target on shares of Bank OZK from $56.00 to $54.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Five analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $56.78.

About Bank OZK

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.