Total Returns (Price + Dividend) 
Bank OZK for the last several years.
Risk Adjusted Returns v/s 
News

Bank OZK's Valuation Upgrade Highlights Strong Financial Fundamentals and Market Position
Bank OZK has recently experienced a valuation adjustment, reflecting a significant change in its financial metrics. Key indicators, including a favorable P/E ratio and strong returns on capital and equity, highlight the bank's solid market position and commitment to shareholder value, supported by substantial institutional holdings.
Read MoreIs Bank OZK overvalued or undervalued?
As of 21 November 2025, the valuation grade for Bank OZK has moved from attractive to very attractive, indicating a strong improvement in its perceived value. Based on the metrics provided, Bank OZK appears to be undervalued, with a P/E ratio of 7, a Price to Book Value of 0.89, and an EV to EBITDA of 3.86. In comparison, peers such as First Horizon Corp. have a P/E of 13.43, while SouthState Corp. has a significantly higher P/E of 15.16, highlighting Bank OZK's relative undervaluation. Despite a challenging year with a 1Y return of -7.53% compared to the S&P 500's 11.00%, Bank OZK has shown resilience with a 5Y return of 60.89%, although this still lags behind the S&P 500's 85.61%. Overall, the combination of strong valuation ratios and the favorable grade change supports the conclusion that Bank OZK is currently undervalued in the market....
Read MoreIs Bank OZK overvalued or undervalued?
As of 14 November 2025, the valuation grade for Bank OZK has moved from attractive to very attractive. The company appears undervalued, particularly when considering its P/E ratio of 7, which is significantly lower than peers like First Horizon Corp. with a P/E of 13.43 and SouthState Corp. at 15.16. Additionally, Bank OZK's price-to-book value stands at 0.89, and its EV to EBITDA ratio is 3.86, further indicating a favorable valuation compared to the industry. In terms of performance, Bank OZK has struggled recently, with a year-to-date return of -4.24%, while the S&P 500 has gained 14.49% over the same period. Despite this, the company's strong dividend yield of 305.14% and a return on capital employed (ROCE) of 19.95% suggest solid fundamentals that may not be reflected in its current stock price....
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Shareholding Snapshot : Mar 2025
Shareholding Compare (%holding) 
Domestic Funds
Held in 96 Schemes (41.87%)
Held by 169 Foreign Institutions (11.63%)






