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Ken GriffinReduced
Citadel Advisors · Q2 2026
$22.96M
440.73K shares · 0.0% of portfolio
Bank OZK
Bank OZK (OZK) is listed on NASDAQ and classified in Banks - Regional, part of the Financial Services sector. It is headquartered in Little Rock, United States and has 3,280 employees. The company is worth $5.42B and trades at 8.2x its earnings of the last twelve months; the median for its sector is 13.2x. Revenue was $1.73B in fiscal 2025, up 4.2% from the year before. Net income was $715.48M. The share price is 7.0% below its 52-week high of $53.39. It pays a dividend yielding 3.95%, and has raised its annual dividend for 26 years in a row in our records. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $169.57M. In that quarter, 3 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +3.2% over 5Y.
today you would have $1,225.91▲ +22.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $46.02 | $44.53 | $49.83 | $40.06 | |
| P/E | 8.0x | 7.4x | 7.3x | 8.5x | 8.8x |
| P/S | 3.3x | 2.9x | 3.0x | 3.6x | 3.7x |
| P/B | 0.9x | 0.8x | 0.9x | 1.1x | 1.0x |
| EPS | $6.18 | $6.14 | $5.87 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 10.8% a year plus a 3.9% dividend yield. Growth capped at 25%.
Median P/E of 13.2 among peers in the sector.
Median P/E of 8.0 across this company’s own years on record.
Cash flow growing 10.8% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Dividend growing 7.5% a year against a 9.0% required return, from the stock’s beta.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| HGTYHagerty, Inc. | $15.79 | 143.5x | 7.5x | 0.00% | 8.92% | $5.43B |
| FIGRFigure Technology Solutions, Inc. | $24.04 | 25.8x | 3.8x | 0.00% | 26.12% | $5.39B |
| SIGISelective Insurance Group Inc | $91.74 | 11.4x | 1.6x | 1.87% | 14.15% | $5.46B |
| WTMWhite Mountains Insurance Group Ltd |
| $4.54 |
| Dividend yield | 3.35% | 3.78% | 3.55% | 2.85% | 3.15% |
| Payout | 26.74% | 28.16% | 25.73% | 24.19% | 27.75% |
| Profit margin | 43.72% | 41.41% | 43.21% | 44.22% | 44.89% |
| ROE | 12.29% | 11.67% | 12.56% | 13.44% | 12.03% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
+160.8% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $2,247.52 |
| 5.1x |
| 1.0x |
| 0.04% |
| 20.36% |
| $5.36B |
| ABCBAmeris Bancorp | $82.37 | 14.9x | 1.3x | 0.97% | 9.40% | $5.53B |
| BGCBGC Group, Inc. | $11.89 | 29.7x | 5.1x | 0.67% | 15.88% | $5.54B |
