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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

15 Mar 21
13 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
15 Mar 21 Regan Joseph D RSU Common Stock Grant Aquire A No No 0 4,455 0 4,455
15 Mar 21 Longley John T. RSU Common Stock Grant Aquire A No No 0 25,703 0 25,703
15 Mar 21 Brown James Cannon RSU Common Stock Grant Aquire A No No 0 25,634 0 25,634
15 Mar 21 MacDonald W. Timothy RSU Common Stock Grant Aquire A No No 0 17,992 0 17,992
15 Mar 21 Almy Maura RSU Common Stock Grant Aquire A No No 0 16,792 0 16,792

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

93.2% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 168 174 -3.4%
Opened positions 19 25 -24.0%
Closed positions 25 18 +38.9%
Increased positions 54 71 -23.9%
Reduced positions 64 52 +23.1%
13F shares
Current Prev Q Change
Total value 653.12M 390.72M +67.2%
Total shares 76.82M 70.73M +8.6%
Total puts 12.2K 0 NEW
Total calls 13.2K 0 NEW
Total put/call ratio 0.9
Largest owners
Shares Value Change
BLK Blackrock 12.04M $101.73M +0.8%
Vanguard 8.49M $71.77M +1.8%
Wellington Management 5.76M $48.68M NEW
Dimensional Fund Advisors 5.45M $46.04M -4.7%
HoldCo Asset Management 4.05M $34.22M NEW
STT State Street 3.2M $27.03M +8.2%
BK Bank Of New York Mellon 2.49M $21M -12.0%
FMR 2.32M $19.64M -51.3%
AMP Ameriprise Financial 2.13M $17.98M +7.4%
Banc Funds 2.1M $17.76M +6.1%
Largest transactions
Shares Bought/sold Change
Wellington Management 5.76M +5.76M NEW
HoldCo Asset Management 4.05M +4.05M NEW
FMR 2.32M -2.45M -51.3%
Wasatch Advisors 0 -1.66M EXIT
Norges Bank 870.3K +870.3K NEW
BNP Paribas Asset Management Holding 0 -827.93K EXIT
Jacobs Asset Management 0 -750K EXIT
Renaissance Technologies 428.9K -633.77K -59.6%
Arrowstreet Capital, Limited Partnership 1.23M +586.86K +91.5%
MS Morgan Stanley 709.62K +489.66K +222.6%

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
H.S. freshman Avg
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