Last 7 days
-34.2%
Last 30 days
-41.5%
Last 90 days
-34.5%
Trailing 12 Months
-52.0%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 387.2B | 128.7B | -10.04% | -0.72% | 10.28 | 3.01 | 5.79% | -22.05% |
BAC | 231.7B | 95.0B | -20.08% | -30.09% | 8.42 | 2.44 | 6.55% | -13.92% |
WFC | 149.2B | 54.0B | -19.28% | -21.00% | 11.32 | 2.76 | 36.10% | -38.82% |
USB | 54.5B | 17.9B | -27.81% | -32.89% | 9.36 | 3.04 | 33.05% | -26.85% |
PNC | 53.3B | 21.1B | -22.32% | -30.61% | 8.73 | 2.53 | 9.94% | 6.78% |
FHN | 8.3B | 2.7B | -36.60% | -31.85% | 9.27 | 3.11 | 24.33% | -9.91% |
MID-CAP | ||||||||
CFR | 7.0B | 1.5B | -19.15% | -23.26% | 12.05 | 4.73 | 46.29% | 30.71% |
BOKF | 7.0B | 1.4B | -15.84% | -11.84% | 13.4 | 5.01 | 17.98% | -15.83% |
ZION | 4.8B | 2.7B | -41.49% | -51.97% | 5.26 | 1.76 | 19.32% | -19.66% |
PNFP | 4.4B | 1.4B | -29.93% | -40.27% | 7.8 | 3.18 | 33.23% | 6.34% |
SMALL-CAP | ||||||||
PRK | 2.1B | 378.2M | -5.46% | -7.67% | 13.94 | 5.47 | 19.24% | -3.63% |
TRMK | 1.6B | 541.8M | -14.17% | -19.11% | 22.59 | 3 | 22.45% | -51.22% |
WABC | 1.4B | 221.8M | -13.82% | -20.18% | 11.1 | 6.11 | 27.86% | 41.07% |
HOPE | 1.3B | 716.1M | -19.52% | -33.30% | 6.15 | 1.87 | 26.40% | 6.70% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 11.0% | 2,705 | 2,436 | 2,298 | 2,260 | 2,267 |
Interest Expenses | 7.1% | 2,520 | 2,353 | 2,245 | 2,207 | 2,208 |
Net Income | 8.5% | 907 | 836 | 859 | 1,010 | 1,129 |
Net Income Margin | -2.3% | 0.34* | 0.34* | 0.37* | 0.45* | - |
Free Cahsflow | 36.9% | 1,280 | 935 | 926 | 227 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 1.2% | 89,545 | 88,474 | 87,784 | 91,126 | 93,200 |
Cash Equivalents | 19.7% | 657 | 549 | 559 | 700 | 595 |
Net PPE | 1.2% | 1,388 | 1,372 | 1,346 | 1,319 | - |
Liabilities | 1.0% | 84,652 | 83,778 | 82,152 | 84,832 | 85,737 |
Long Term Debt | 0.6% | 651 | 647 | 671 | 689 | 1,012 |
Shareholder's Equity | 4.2% | 4,893 | 4,696 | 5,632 | 6,294 | 7,463 |
Retained Earnings | 3.8% | 5,811 | 5,597 | 5,447 | 5,311 | 5,175 |
Additional Paid-In Capital | -2.5% | 1,754 | 1,799 | 1,845 | 1,889 | 1,928 |
Shares Outstanding | -0.6% | 149 | 150 | 150 | 151 | 152 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 28.7% | 1,470 | 1,142 | 1,150 | 433 | 629 |
Share Based Compensation | 0% | 30.00 | 30.00 | 31.00 | 31.00 | 28.00 |
Cashflow From Investing | 146.0% | 1,405 | -3,052 | -2,759 | -6,650 | -11,579 |
Cashflow From Financing | -251.1% | -2,813 | 1,862 | 1,643 | 6,341 | 11,002 |
Dividend Payments | 2.7% | 269 | 262 | 262 | 261 | 261 |
Buy Backs | -57.6% | 202 | 476 | 751 | 802 | 800 |
69.2%
43.1%
19.6%
Y-axis is the maximum loss one would have experienced if Zions Bancorp was unfortunately bought at previous high price.
3.7%
5.4%
-8.8%
4.3%
FIve years rolling returns for Zions Bancorp.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -0.24 | -14,013,100 | 377,855,000 | 0.41% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -2.21 | -434,000 | 7,476,000 | 0.04% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 5,900 | 5,900 | -% |
2023-02-28 | Voya Investment Management LLC | added | 27.7 | 621,597 | 3,274,600 | -% |
2023-02-27 | Parallax Volatility Advisers, L.P. | new | - | 805,732 | 805,732 | -% |
2023-02-24 | NATIXIS | added | 30.12 | 121,722 | 592,722 | -% |
2023-02-22 | CVA Family Office, LLC | sold off | -100 | -8,000 | - | -% |
2023-02-22 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | unchanged | - | -689,000 | 19,929,000 | 0.21% |
2023-02-21 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | reduced | -16.1 | -53,489 | 230,511 | 0.01% |
2023-02-21 | MACQUARIE GROUP LTD | reduced | -5.89 | -552,000 | 4,131,000 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 14.09% | 21,079,668 | SC 13G/A | |
Feb 02, 2023 | victory capital management inc | - | 7,686,226 | SC 13G | |
Feb 01, 2023 | blackrock inc. | 6.6% | 9,879,868 | SC 13G/A | |
Feb 14, 2022 | state street corp | 5.33% | 8,337,759 | SC 13G/A | |
Feb 04, 2022 | wellington management group llp | 3.65% | 5,709,455 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 6.7% | 10,548,560 | SC 13G/A | |
Jan 31, 2022 | invesco ltd. | 4.5% | 7,115,910 | SC 13G/A | |
Feb 16, 2021 | state street corp | 4.97% | 8,146,848 | SC 13G/A | |
Feb 12, 2021 | invesco ltd. | 6.4% | 10,469,723 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 11.36% | 18,626,089 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 18.86 -41.26% | 38.52 19.96% | 75.64 135.57% | 116.03 261.35% | 148.01 360.95% |
Current Inflation | 15.48 -51.79% | 32.62 1.59% | 64.06 99.50% | 98.13 205.61% | 124.93 289.07% |
Very High Inflation | 11.22 -65.06% | 25.39 -20.93% | 50.34 56.77% | 77.29 140.70% | 98.29 206.10% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 07, 2023 | 4 | Insider Trading | |
Mar 07, 2023 | 4 | Insider Trading | |
Mar 07, 2023 | 4 | Insider Trading | |
Mar 03, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4 | Insider Trading | |
Mar 02, 2023 | 4/A | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-06 | STEPHENS STEVEN DAN | acquired | 49,979 | 48.76 | 1,025 | executive vice president |
2023-03-06 | Young Mark Richard | acquired | 37,984 | 48.76 | 779 | exec vp |
2023-03-03 | SIMMONS HARRIS H | gifted | - | - | -21,420 | chairman & ceo |
2023-03-02 | Hoff Olga | sold (taxes) | -1,884 | 48.31 | -39.00 | exec vp |
2023-03-01 | ALEXANDER BRUCE K | sold (taxes) | -10,743 | 50.44 | -213 | exec vp and |
2023-03-01 | Ellingsen Eric | sold (taxes) | -12,156 | 50.44 | -241 | executive vp & |
2023-03-01 | Robinson Rebecca K | sold (taxes) | -10,895 | 50.44 | -216 | executive vice president |
2023-03-01 | Burdiss Paul E. | sold (taxes) | -47,867 | 50.44 | -949 | executive vice president |
2023-03-01 | MCLEAN SCOTT J | sold (taxes) | -51,701 | 50.44 | -1,025 | president |
2023-03-01 | ANDERSON A SCOTT | sold (taxes) | -20,377 | 50.44 | -404 | exec vp and |
Consolidated Statements of Income - USD ($) shares in Thousands, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Interest income: | |||
Interest and fees on loans | $ 2,112 | $ 1,935 | $ 2,050 |
Interest on money market investments | 81 | 21 | 14 |
Interest on securities | 512 | 311 | 304 |
Total interest income | 2,705 | 2,267 | 2,368 |
Interest expense: | |||
Interest on deposits | 70 | 30 | 105 |
Interest on short- and long-term borrowings | 115 | 29 | 47 |
Total interest expense | 185 | 59 | 152 |
Net interest income | 2,520 | 2,208 | 2,216 |
Provision for loan losses | 101 | (258) | 385 |
Provision for unfunded lending commitments | 21 | (18) | 29 |
Total provision for credit losses | 122 | (276) | 414 |
Net interest income after provision for credit losses | 2,398 | 2,484 | 1,802 |
Noninterest income: | |||
Commercial account fees | 159 | 137 | 132 |
Card fees | 104 | 95 | 82 |
Retail and business banking fees | 73 | 74 | 68 |
Loan-related fees and income | 80 | 95 | 109 |
Capital markets and foreign exchange fees | 83 | 70 | 70 |
Wealth management fees | 55 | 50 | 44 |
Other customer-related fees | 60 | 54 | 44 |
Customer-related noninterest income | 614 | 575 | 549 |
Fair value and nonhedge derivative income (loss) | 16 | 14 | (6) |
Dividends and other income | 17 | 43 | 24 |
Securities gains (losses), net | (15) | 71 | 7 |
Total noninterest income | 632 | 703 | 574 |
Noninterest expense: | |||
Salaries and employee benefits | 1,235 | 1,127 | 1,087 |
Technology, telecom, and information processing | 209 | 199 | 192 |
Occupancy and equipment, net | 152 | 153 | 151 |
Professional and legal services | 57 | 72 | 57 |
Marketing and business development | 39 | 43 | 61 |
Deposit insurance and regulatory expense | 50 | 34 | 33 |
Credit-related expense | 30 | 26 | 22 |
Other real estate expense, net | 1 | 0 | 1 |
Other | 105 | 87 | 100 |
Total noninterest expense | 1,878 | 1,741 | 1,704 |
Income before income taxes | 1,152 | 1,446 | 672 |
Income taxes | 245 | 317 | 133 |
Net income | 907 | 1,129 | 539 |
Preferred stock dividends | (29) | (29) | (34) |
Net earnings applicable to common shareholders | $ 878 | $ 1,100 | $ 505 |
Weighted average common shares outstanding during the year: | |||
Basic shares (in shares) | 150,064 | 159,913 | 163,737 |
Diluted shares (in shares) | 150,271 | 160,234 | 165,613 |
Net earnings per common share: | |||
Basic (in dollars per share) | $ 5.80 | $ 6.80 | $ 3.06 |
Diluted (in dollars per share) | $ 5.79 | $ 6.79 | $ 3.02 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
ASSETS | ||
Cash and due from banks | $ 657 | $ 595 |
Money market investments: | ||
Interest-bearing deposits | 1,340 | 10,283 |
Federal funds sold and securities purchased under agreements to resell | 2,426 | 2,133 |
Investment securities: | ||
Total debt securities | 11,126 | 441 |
Available-for-sale, at fair value | 11,915 | 24,048 |
Trading account, at fair value | 465 | 372 |
Total investment securities | 23,506 | 24,861 |
Loans held for sale | 8 | 83 |
Loans, net of allowance | ||
Loans and leases, net of unearned income and fees | 55,653 | 50,851 |
Less allowance for loan and lease losses | 575 | 513 |
Loans, net of allowance | 55,078 | 50,338 |
Other noninterest-bearing investments | 1,130 | 851 |
Premises, equipment and software, net | 1,408 | 1,319 |
Goodwill and intangibles | 1,065 | 1,015 |
Other real estate owned | 3 | 8 |
Other assets | 2,924 | 1,714 |
Total assets | 89,545 | 93,200 |
LIABILITIES AND SHAREHOLDERS’ EQUITY | ||
Noninterest-bearing demand | 35,777 | 41,053 |
Interest-bearing: | ||
Savings and money market | 33,566 | 40,114 |
Time | 2,309 | 1,622 |
Total deposits | 71,652 | 82,789 |
Federal funds and other short-term borrowings | 10,417 | 903 |
Long-term debt | 651 | 1,012 |
Reserve for unfunded lending commitments | 61 | 40 |
Other liabilities | 1,871 | 993 |
Total liabilities | 84,652 | 85,737 |
Shareholders’ equity: | ||
Preferred stock, without par value; authorized 4,400 shares | 440 | 440 |
Common stock ($0.001 par value; authorized 350,000 shares; issued and outstanding 148,664 and 151,625 shares and additional paid-in capital) | 1,754 | 1,928 |
Retained earnings | 5,811 | 5,175 |
Accumulated other comprehensive income | (3,112) | (80) |
Total shareholders’ equity | 4,893 | 7,463 |
Total liabilities and shareholders’ equity | $ 89,545 | $ 93,200 |