Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

UMPQ Relative to the S&P 500

UMPQ Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Umpqua Holdings Corp. (NASD:UMPQ) seasonal charts above shows that a Buy Date of September 4 and a Sell Date of November 23 has resulted in a geometric average return of 3.72% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 9.86% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Umpqua Holdings Corp is the parent company of Umpqua Bank, an Oregon-based community bank with operations mostly in the Pacific Northwest region of the United States as well as Nevada. The bank provides a broad range of banking, wealth management, mortgage, and other financial services to corporate, institutional, and individual customers. Its community banking model places a high premium on innovation, specifically on its product delivery system and its service user experience. The company also owns Umpqua Investments, a registered broker-dealer and investment advisor offering a full range of investment products and services. Its operating segments are Core Banking and Mortgage Banking. The bank’s main source of revenue is net interest income.

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Stocks mentioned in this post: UMPQ