EFSC Enterprise Financial Services Dashboard

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

NASDAQ

Website

investor.enterprisebank.com/corporateprofile

CEO

James Lally

Incorporated

Delaware

Location

Missouri

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

State Commercial Banks

State Street • Citizens Financial • Northern Trust • M & T Bank • Bank Of New York Mellon • Fifth Third Bancorp • Popular • Associated Banc-Corp. • First Citizens Bancshares, Inc • Commerce Bancshares ...

Former names

ENTERBANK HOLDINGS INC

SEC CIK

0001025835

Corporate docs

Articles of Incorporation & Bylaws

IRS number

431706259

EFSC stock data

S&P 500

1M 1Y 2Y 5Y

News

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15 Mar 21

On Monday morning, 415 companies achieved new highs for the year.

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12 Mar 21

Before 10 a.m. ET on Friday, 571 companies hit new 52-week highs.

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11 Mar 21

On Thursday morning, 420 companies hit new 52-week highs.

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8 Mar 21

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4 Mar 21

Press releases

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Enterprise Financial Services Corp Announces First Quarter 2021 Earnings Release and Conference Call

1 Apr 21

Enterprise Financial Services Corp (NASDAQ:EFSC) ("the Company" or "EFSC") will release its first quarter 2021 financial results on Monday, April 26, 2021. The Company will host a conference call and webcast at 10:00

Enterprise Financial Services Corp. to Host Earnings Call

26 Jan 21

NEW YORK, NY / ACCESSWIRE / January 26, 2021 / Enterprise Financial Services Corp. (NASDAQ:EFSC) will be discussing their earnings results in their 2020 Fourth Quarter Earnings call to be held on January 26, 2021 at

Enterprise Financial Reports Fourth Quarter and Full Year 2020 Results

25 Jan 21

Fourth Quarter Results Closed the acquisition of Seacoast Commerce Banc Holdings ("Seacoast"), adding approximately $1.3 billion in assets, $1.2 billion in loans and $1.0 billion in deposits Net income of $28.9

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
Ishares Cohen & Steers Rlty Et (OTHER)	$114.34M	1.08M
FNDF Schw US Broad M	$113.29M	1.61M
SPDR Convertibl	$22.56M	542.95K
IVZ Invesco Global Water	$16.18M	739.55K
Vanguard MBS	$15.5M	286.64K
EFSC Enterprise Financial Service	$12.38M	354.24K
PEP Pepsico Inc	$10.5M	70.83K
FCPI Fidelity MSCI Industrials	$10.26M	150.61K
Invesco Water R	$9.3M	61.37K
IBB iShares MSCI EA	$8.73M	152.66K
SPDR Senior Loa	$8.09M	177.18K
Vanguard Growth Etf	$6.97M	37.17K
iShares Core Emerging (Other)	$5.63M	90.8K
STT SPDR Sector Materials (Other)	$5.51M	59.96K
AAPL Apple Inc (COMMON STOCK)	$5.17M	38.95K
Vanguard Comsuner Staples	$4.18M	11.82K
IBB iShares Global Clean Energy	$4.02M	45.2K
XMPT VanEck Vectors Green	$3.58M	18.22K
MSFT Microsoft Corp (COMMON STOCK)	$3.39M	15.25K
IBB Ishares Core Msci Eafe Etf	$2.74M	39.63K
Ishares Core Msci Emerging (OTHER)	$2.7M	43.53K
YUM Yum! Brands Inc	$2.63M	24.25K
Vanguard Total Intl Bond	$2.6M	44.4K
SPY SPDR S&P 500 Etf Trust	$2.46M	6.58K
GOOG Alphabet Inc CL a	$2.45M	1.4K
1/100 Berkshire	$2.44M	700
BRK.A Berkshire Hathaway Inc CL a	$2.18M	4.89K
JPM J P Morgan Chas (Common Stock)	$2.17M	17.1K
Global X Cloud Computing	$1.96M	82.9K
USB Us Bancorp New	$1.95M	41.77K
AAPL Apple Computers (Common Stock)	$1.93M	14.56K
JNJ Johnson & Johnson	$1.86M	11.82K
MA Mastercard Inc CL a	$1.86M	5.2K
JPM JP Morgan Chase & Co (COMMON STOCK)	$1.85M	14.55K
STT Energy Select Sector SPDR (OTHER)	$1.78M	23.26K
IBB iShares High Di	$1.76M	20.11K
MSFT Microsoft Corpo (Common Stock)	$1.72M	7.75K
IBB iShares ESG Agg Bond	$1.64M	34.16K
NEE Nextera Energy Inc	$1.59M	20.58K
AMZN Amazon.com Inc	$1.52M	467
YUMC Yum China Holdings Inc	$1.42M	24.94K
iShares Morning (Other)	$1.42M	10.79K
VZ Verizon Communications	$1.41M	24.02K
ABBV Abbvie Inc	$1.32M	12.3K
T At&t Inc	$1.31M	45.66K
MCD Mcdonalds Corp	$1.27M	5.93K
PG Procter & Gamble Co	$1.23M	8.82K
MRK Merck & Co Inc	$1.22M	14.91K
NSC Norfolk Souther	$1.18M	4.97K
NKE Nike Inc-class B	$1.14M	8.04K

Enterprise Financial Services holdings history Holdings history

Holdings list only includes long positions. Only includes long positions.

Calendar

19 Feb 21

18 Apr 21

31 Dec 21

Financial summary

Financial statements Chart EFSC financial data

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.

Recent insider trades

EFSC insider ownership history Insider history

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 from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

EFSC institutional ownership history Ownership history

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%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

New words: accessed, accessing, ACL, ageism, aggressively, ambiguity, American, annum, array, automobile, Banc, Banker, baseline, bring, calibration, California, cancellable, Career, cell, clarify, climate, closure, collaboration, Colorado, commensurate, comment, Comptroller, confidence, constitute, Council, COVID, culture, DCF, dedication, DEI, dental, deny, DI, Diego, diet, disability, disciplined, distancing, downside, earlier, educate, elevated, enable, Enlighten, entertainment, equitable, escalation, escrow, evacuation, explanatory, Feedback, fluidity, footprint, forgivable, foster, Gateway, GDP, gender, goal, health, healthy, hospitality, HS, Human, impede, implicit, Indiana, instance, interagency, interview, job, Las, learn, leave, lengthy, macroeconomic, magazine, main, master, maximize, medical, memorandum, mentioned, merit, Michigan, modernize, noncompliance, OCC, Ohio, Oregon, outbreak, pandemic, paragraph, passing, Paycheck, phone, PPP, PPPLF, predominantly, pride, proactively, proclaimed, profound, prolonged, promote, race, recessionary, reclaim, refocused, refreshed, regression, renamed, revocation, Richard, riskier, rotating, San, Sanborn, SBA, SCBH, school, Seacoast, Secretary, shutdown, situation, slowdown, social, speed, Staffing, stagnate, Step, stipend, strain, stronger, survey, TDR, teamwork, technical, temporarily, thought, track, transparent, travel, trustee, turbulence, unclear, unfamiliarity, unprofitable, unsuccessful, upside, Utah, venue, volunteer, war, Washington, wave, weather, window, women, workforce, workplace, worsen, worsening

Removed: absorb, accrete, agriculture, aircraft, assign, back, bargaining, called, capitalizing, catastrophic, Codification, competitor, concentrated, condominium, debit, deciding, defining, deregulation, designing, dilution, documented, drought, Eagle, earliest, emergence, enactment, enforce, estimable, evidenced, exact, exchangeable, FASB, Fed, FSOC, imprecise, indeterminate, integral, intense, Interbank, interrelated, knowledge, lag, largest, leasing, London, matrix, merchant, migration, monthly, movement, Nonrefundable, overhaul, perception, Perry, platform, practical, proration, put, recording, reducing, registering, reshape, retiring, revising, rollforward, rotor, rulemaking, scenario, skilled, subjectivity, sublease, Subtopic, succession, sum, supervise, susceptible, systematic, systematically, transitioning, unexpected, unique, wing

From filing 10-K 2020 FY