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EFSC Enterprise Financial Services

Enterprise Financial Services Corp, with approximately $9.7 billion in assets, is a financial holding company headquartered in Clayton, Missouri. Enterprise Bank & Trust, a Missouri state-chartered trust company with banking powers and a wholly-owned subsidiary of EFSC, operates 39 branch offices in Arizona, California, Kansas, Missouri, Nevada, and New Mexico, and SBA loan and deposit production offices in Arizona, California, Colorado, Illinois, Indiana, Massachusetts, Michigan, Nevada, Ohio, Oregon, Texas, Utah, and Washington. Enterprise Bank & Trust offers a range of business and personal banking services, and wealth management services. Enterprise Trust, a division of Enterprise Bank & Trust, provides financial planning, estate planning, investment management, and trust services to businesses, individuals, institutions, retirement plans and non-profit organizations.

Company profile

Ticker
EFSC
Exchange
CEO
James Lally
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ENTERBANK HOLDINGS INC
SEC CIK
IRS number
431706259

EFSC stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 1374 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$114.34M 1.08M
$113.29M 1.61M
$22.56M 542.95K
$16.18M 739.55K
$15.5M 286.64K
$12.38M 354.24K
$10.5M 70.83K
$10.26M 150.61K
$9.3M 61.37K
$8.73M 152.66K
$8.09M 177.18K
$6.97M 37.17K
$5.63M 90.8K
$5.51M 59.96K
$5.17M 38.95K
$4.18M 11.82K
$4.02M 45.2K
$3.58M 18.22K
$3.39M 15.25K
$2.74M 39.63K
$2.7M 43.53K
$2.63M 24.25K
Vanguard Total Intl Bond
$2.6M 44.4K
$2.46M 6.58K
$2.45M 1.4K
1/100 Berkshire
$2.44M 700
$2.18M 4.89K
$2.17M 17.1K
$1.96M 82.9K
$1.95M 41.77K
$1.93M 14.56K
$1.86M 11.82K
$1.86M 5.2K
$1.85M 14.55K
$1.78M 23.26K
$1.76M 20.11K
$1.72M 7.75K
$1.64M 34.16K
$1.59M 20.58K
$1.52M 467
$1.42M 24.94K
$1.42M 10.79K
$1.41M 24.02K
$1.32M 12.3K
$1.31M 45.66K
$1.27M 5.93K
$1.23M 8.82K
$1.22M 14.91K
$1.18M 4.97K
$1.14M 8.04K
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Feb 21
18 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 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 Apr 21 Troy Dumlao Common Stock Payment of exercise Dispose F No No 49.58 129 6.4K 1,952
1 Apr 21 Troy Dumlao Common Stock Option exercise Aquire M No No 0 366 0 2,081
1 Apr 21 Troy Dumlao Restricted Share Units Common Stock Option exercise Dispose M No No 0 366 0 366
16 Mar 21 Richard Sanborn Common Stock Sell Dispose S Yes No 48.06 1,000 48.06K 8,205
12 Mar 21 Deutsch James F. Common Stock Sell Dispose S Yes No 50.65 50,000 2.53M 546,384
8 Mar 21 S Turner Keene Common Stock Payment of exercise Dispose F No No 48.74 518 25.25K 32,049
8 Mar 21 S Turner Keene Common Stock Option exercise Aquire M No No 0 1,157 0 32,567
8 Mar 21 S Turner Keene Restricted Share Units Common Stock Option exercise Dispose M No No 0 1,157 0 0
5 Mar 21 Deutsch James F. Common Stock Sell Dispose S Yes No 45.46 100,000 4.55M 596,384

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

66.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 162 156 +3.8%
Opened positions 22 13 +69.2%
Closed positions 16 14 +14.3%
Increased positions 48 49 -2.0%
Reduced positions 57 57
13F shares
Current Prev Q Change
Total value 729.14M 519.69M +40.3%
Total shares 20.86M 19.05M +9.5%
Total puts 22.4K 34.6K -35.3%
Total calls 28.1K 151.7K -81.5%
Total put/call ratio 0.8 0.2 +249.5%
Largest owners
Shares Value Change
BLK Blackrock 1.92M $67.14M +13.0%
Earnest Partners 1.8M $62.9M -0.0%
Vanguard 1.4M $48.97M +19.2%
Dimensional Fund Advisors 1.07M $37.38M -0.5%
JHG Janus Henderson 935.79K $32.71M +6.0%
Western Financial 888.14K $31.04M NEW
Patriot Financial Partners GP 696.38K $24.34M -26.4%
Investment Counselors Of Maryland 668.11K $23.35M +5.5%
STT State Street 636.17K $22.23M -0.3%
PL Capital Advisors 616.05K $21.53M -4.1%
Largest transactions
Shares Bought/sold Change
Western Financial 888.14K +888.14K NEW
Patriot Financial Partners GP 696.38K -250K -26.4%
Vanguard 1.4M +226.08K +19.2%
BLK Blackrock 1.92M +221.1K +13.0%
Wellington Management 314.47K +175.79K +126.8%
Peregrine Capital Management 325.61K +136.21K +71.9%
MCQEF Macquarie 541.48K +122.98K +29.4%
GW&K Investment Management 111.76K +104.41K +1420.6%
Millennium Management 150.38K +98.92K +192.2%
Renaissance Technologies 206.5K -93.6K -31.2%
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