founded in 1981, heartland financial usa, inc. is a $6.8 billion diversified financial services company offering uniquely different banking solutions for business and personal clients. heartland currently has 89 banking locations in 68 communities in iowa, illinois, wisconsin, new mexico, arizona, montana, colorado, minnesota, kansas, missouri and texas, with loan production offices in california, nevada and idaho. other business lines include: - trust, investment management and retirement plan services – offered through the wealth management group. - brokerage and investment services – provided through lpl financial institution services - consumer finance services – provided by citizens finance co. - home mortgage loans - provided by heartland mortgage the heartland vision is to differentiate itself by highlighting its uniqueness as a commercial banking organization supported by a strong retail delivery system. as one of the top 100 bank holding companies nationwide, heartland
Company profile
Ticker
HTLF, HTLFP
Exchange
Website
CEO
Bruce Lee
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
DB&T Community Development Corp. • Heartland Community Development Inc. ...
IRS number
421405748
HTLF stock data
Latest filings (excl ownership)
425
Business combination disclosure
30 May 24
8-K
Departure of Directors or Certain Officers
28 May 24
425
Business combination disclosure
24 May 24
S-8
Registration of securities for employees
22 May 24
425
Business combination disclosure
17 May 24
425
Business combination disclosure
17 May 24
425
Business combination disclosure
8 May 24
10-Q
2024 Q1
Quarterly report
8 May 24
425
Business combination disclosure
3 May 24
425
Business combination disclosure
2 May 24
Transcripts
HTLF
Earnings call transcript
2023 Q4
29 Jan 24
HTLF
Earnings call transcript
2023 Q3
30 Oct 23
HTLF
Earnings call transcript
2023 Q2
31 Jul 23
HTLF
Earnings call transcript
2023 Q2
31 Jul 23
HTLF
Earnings call transcript
2023 Q1
24 Apr 23
HTLF
Earnings call transcript
2022 Q4
30 Jan 23
HTLF
Earnings call transcript
2022 Q3
1 Nov 22
HTLF
Earnings call transcript
2022 Q2
26 Jul 22
HTLF
Earnings call transcript
2022 Q1
26 Apr 22
HTLF
Earnings call transcript
2021 Q4
1 Feb 22
Latest ownership filings
Financial summary
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Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q4 2023
1.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 27 |
Opened positions | 3 |
Closed positions | 166 |
Increased positions | 12 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 21.30 bn |
Total shares | 673.68 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Assenagon Asset Management | 209.12 k | $7.87 bn |
Denali Advisors | 144.17 k | $5.42 bn |
PrairieView Partners | 107.11 k | $4.03 mm |
Umb Bank N A | 40.56 k | $1.53 bn |
Ziegler Capital Management | 27.00 k | $1.02 bn |
Raymond James & Associates | 20.72 k | $779.41 mm |
Mirae Asset Global Investments | 19.03 k | $715.79 mm |
Unison Advisors | 16.38 k | $616.05 mm |
Atwood & Palmer | 14.51 k | $545.68 mm |
Whelan Financial | 13.71 k | $515.71 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
22 May 24 | Paul W Taylor | 2024 Time-Based Restricted Stock Common Stock | Grant | Acquire A | No | No | 0 | 1,671 | 0.00 | 1,671 |
22 May 24 | Brad J. Henderson | 2024 Time-Based Restricted Stock Common Stock | Grant | Acquire A | No | No | 0 | 1,671 | 0.00 | 1,671 |
22 May 24 | Murphy Susan G | 2024 Time-Based Restricted Stock Common Stock | Grant | Acquire A | No | No | 0 | 3,149 | 0.00 | 3,149 |
22 May 24 | Margaret Lazo | 2024 Time-Based Restricted Stock Common Stock | Grant | Acquire A | No | No | 0 | 2,057 | 0.00 | 2,057 |
News
This Hormel Foods Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Friday
31 May 24
Keefe, Bruyette & Woods Upgrades Heartland Financial USA to Outperform, Raises Price Target to $54
31 May 24
Jim Cramer Says 'You're In Good Hands' With This 'Very Good' Regional Bank, Likes General Motors
3 May 24
DA Davidson Maintains Neutral on Heartland Financial USA, Raises Price Target to $45
30 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on Heartland Financial USA, Raises Price Target to $51
30 Apr 24
Press releases
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates DCPH, HTLF, DPSI, UNIT
4 May 24
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates MCBC, DCPH, HTLF, TBNK
2 May 24
HEARTLAND FINANCIAL INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Heartland Financial, USA Inc. - HTLF
1 May 24
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates TBNK, HTLF
1 May 24
Kuehn Law Encourages UMBF, HTLF, TBNK, and DCPH Investors to Contact Law Firm
30 Apr 24