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EBTC Enterprise Bancorp

Enterprise Bancorp, Inc. is a bank holding company, which operates through its subsidiary, Enterprise Bank that engages in the provision of gathering deposits. It operates through the following portfolio segments: Commercial Real Estate; Commercial and Industrial; Commercial Construction; Residential Mortgages; Home Equity Loans and Lines; and Consumer. It also offers personal and business banking which comprises of business and personal checking accounts; personal and business savings account; mortgages loans; personal loans; and cash management solutions. The company was founded by George L. Duncan on February 29, 1996 and is headquartered in Lowell, MA.

EBTC stock data

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Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

10 May 21
13 Jun 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
1 Jun 21 Michael T Putziger Common Stock Buy Aquire P No No 34.9177 205 7.16K 186,901.082
1 Jun 21 Luis M Pedroso Common Stock Buy Aquire P No No 34.9177 35 1.22K 24,273.199
1 Jun 21 Luis M Pedroso Common Stock Buy Aquire P No No 34.9177 38 1.33K 24,238.199
19 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 33.27 1,020 33.94K 151,491
18 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 33.74 2,075 70.01K 152,511
17 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 34.26 700 23.98K 154,586
14 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 34.14 2,452 83.71K 155,286
13 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 34.12 1,900 64.83K 157,738
12 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 33.59 1,200 40.31K 159,638
11 May 21 Ken S Ansin Common Stock Sell Dispose S Yes No 34.62 979 33.89K 160,838

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

23.1% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 49 49
Opened positions 3 2 +50.0%
Closed positions 3 11 -72.7%
Increased positions 25 17 +47.1%
Reduced positions 12 23 -47.8%
13F shares
Current Prev Q Change
Total value 128.85M 98.77M +30.5%
Total shares 2.77M 2.64M +4.8%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
BLK Blackrock 516.76K $13.2M +7.6%
Vanguard 373.58K $9.55M +1.1%
Banc Funds 314.96K $8.05M 0.0%
Dimensional Fund Advisors 249.77K $6.38M +0.2%
STT State Street 165.99K $4.24M -0.7%
Geode Capital Management 131.27K $3.35M +3.4%
Commonwealth Equity Services 116.64K $2.98M -2.1%
NTRS Northern Trust 107.01K $2.73M -4.8%
Siena Capital Partners GP 93.2K $2.38M 0.0%
Bridgeway Capital Management 60.75K $1.55M 0.0%
Largest transactions
Shares Bought/sold Change
M3F 55.76K +43.19K +343.5%
BLK Blackrock 516.76K +36.67K +7.6%
JPM JPMorgan Chase & Co. 27.97K +20.03K +252.3%
California State Teachers Retirement System 13.85K +13.85K NEW
Beacon Pointe Advisors 11.86K +11.86K NEW
BK Bank Of New York Mellon 50.41K -10.89K -17.8%
Martingale Asset Management L P 0 -10.31K EXIT
Nuveen Asset Management 41.06K +7.87K +23.7%
MS Morgan Stanley 24.66K +6.54K +36.1%
Tower Research Capital 4.23K -5.81K -57.9%

Financial report summary

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Management Discussion
  • Three Months Ended March 31, 2021 vs. Three Months Ended March 31, 2020
  • Unless otherwise indicated, the reported results are for the three months ended March 31, 2021 with the "same period," the "prior year period," the "comparable period," "prior year," and "prior period" being the three months ended March 31, 2020. Average yields are presented on an annualized tax equivalent basis.
  • Certain balances, ratios or other measures of the Company’s performance have been adjusted to exclude the impact of PPP loans in order to provide more meaningful comparisons to prior periods as the majority of PPP loans outstanding are expected to be short-term in nature. We refer to the measures adjusted to exclude PPP loans as "core." See the table under the heading "Non-GAAP Measurers" above which provides a reconciliation of the non-GAAP measures to the information presented under GAAP.
Content analysis
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Readability
H.S. sophomore Bad
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