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BPFH Boston Private Financial

Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of a large institution with the superior service of a boutique firm to clients across the United States. Boston Private is the corporate brand of Boston Private Financial Holdings, Inc..

Company profile

Ticker
BPFH
Exchange
CEO
Anthony DeChellis
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
BOSTON PRIVATE BANCORP INC
SEC CIK
IRS number
42976299

BPFH stock data

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Calendar

5 May 21
31 Jul 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 Jul 21 Graham Colleen A Common Stock Sale back to company Dispose D No No 0 4,801 0 0
1 Jul 21 Graham Colleen A Stock Option Common Stock Sale back to company Dispose D No No 6.16 38,462 236.93K 0
1 Jul 21 Graham Colleen A Stock Option Common Stock Sale back to company Dispose D No No 11.08 22,727 251.82K 0
1 Jul 21 Graham Colleen A RSU Common Stock Sale back to company Dispose D No No 0 18,953 0 0
1 Jul 21 Graham Colleen A RSU Common Stock Sale back to company Dispose D No No 0 26,786 0 0
1 Jul 21 Graham Colleen A RSU Common Stock Sale back to company Dispose D No No 0 5,953 0 0
1 Jul 21 Graham Colleen A RSU Common Stock Sale back to company Dispose D No No 0 17,992 0 0
1 Jul 21 Graham Colleen A RSU Common Stock Sale back to company Dispose D No No 0 2,106 0 0
1 Jul 21 Ubinas Luis A Common Stock Sale back to company Dispose D No No 0 20,316.06 0 0
1 Jul 21 Woodson William I Common Stock Sale back to company Dispose D No No 0 25,242 0 0

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

92.8% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 171 168 +1.8%
Opened positions 41 19 +115.8%
Closed positions 38 25 +52.0%
Increased positions 49 54 -9.3%
Reduced positions 62 64 -3.1%
13F shares
Current Prev Q Change
Total value 1.57B 653.12M +140.5%
Total shares 76.56M 76.82M -0.3%
Total puts 42K 12.2K +244.3%
Total calls 10.6K 13.2K -19.7%
Total put/call ratio 4.0 0.9 +328.7%
Largest owners
Shares Value Change
BLK Blackrock 12.19M $162.36M +1.3%
Vanguard 8.9M $118.61M +4.8%
Dimensional Fund Advisors 5.29M $70.57M -2.9%
STT State Street 4.64M $61.86M +45.2%
HoldCo Asset Management 4.05M $53.94M +0.0%
Water Island Capital 2.71M $36.13M NEW
Millennium Management 2.69M $35.78M +1308.9%
BAC Bank Of America 2.65M $35.27M +2387.6%
Hudson Bay Capital Management 2.02M $26.92M NEW
Omni Partners 1.65M $21.93M NEW
Largest transactions
Shares Bought/sold Change
Wellington Management 780.46K -4.98M -86.5%
Water Island Capital 2.71M +2.71M NEW
BAC Bank Of America 2.65M +2.54M +2387.6%
Millennium Management 2.69M +2.5M +1308.9%
FMR 0 -2.32M EXIT
Hudson Bay Capital Management 2.02M +2.02M NEW
Omni Partners 1.65M +1.65M NEW
AMP Ameriprise Financial 539.88K -1.59M -74.6%
BK Bank Of New York Mellon 916.92K -1.57M -63.1%
STT State Street 4.64M +1.45M +45.2%

Financial report summary

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Management Discussion
  • Net income. The Company recorded Net income from continuing operations for the year ended December 31, 2020 of $45.2 million, compared to Net income from continuing operations of $80.4 million and $81.9 million in 2019 and 2018, respectively. Net income attributable to the Company, which includes income from both continuing and discontinued operations, if any, less Net income attributable to noncontrolling interests, for the year ended December 31, 2020 was $45.2 million, compared to income of $80.0 million and $80.4 million in 2019 and 2018, respectively.
  • The Company recognized Diluted earnings per share from continuing operations for the year ended December 31, 2020 of $0.55 per share, compared to $0.97 per share and $0.90 per share in 2019 and 2018, respectively. Diluted earnings per share attributable to common shareholders, which includes both continuing and discontinued operations, if any, for the year ended December 31, 2020 was $0.55 per share, compared to earnings of $0.97 per share and $0.92 per share in 2019 and 2018, respectively. Net income from continuing operations in 2020 and 2019 was positively impacted by decreases in the redemption value of certain redeemable noncontrolling interests, which increased income available to common shareholders. Net income from continuing operations in 2018 was partially offset by dividends paid on preferred stock, net of a decrease in the redemption value of certain redeemable noncontrolling interests. See Part II. Item 8. “Financial Statements and Supplementary Data - Note 16: Earnings Per Share” for further detail on the charges made to arrive at income attributable to common shareholders.
Content analysis
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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
8th grade Avg
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Removed: accuracy, aggregating, August, beneficial, bifurcated, captioned, certainty, clarify, combat, compete, conduct, conform, continued, contraction, create, deficiency, delay, delaying, deny, depreciation, disclose, disrupted, disruption, distancing, easing, efficiency, eliminate, expose, faced, February, finance, found, governmental, guaranty, harm, heightened, hinder, hiring, immaterial, incentive, integration, KLS, largest, leasehold, leasing, length, magnitude, merged, negatively, Occupancy, operate, originating, package, posed, practical, predicted, prescribed, Professional, public, reduce, Refer, referenced, relate, remove, reorganized, reputation, responsive, rollforward, scope, scrutiny, selling, September, set, structure, suffer, supplemental, trusted, unclear, workforce, worsening