BPFH Boston Private Financial Dashboard

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

NASDAQ

Website

www.bostonprivate.com/

CEO

Anthony DeChellis

Incorporated

Massachusetts

Location

Massachusetts

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

BOSTON PRIVATE BANCORP INC

SEC CIK

0000821127

Corporate docs

Articles of Incorporation & Bylaws

IRS number

42976299

BPFH stock data

S&P 500

1M 1Y 2Y 5Y

News

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Boston Private Financial Investor, HoldCo Asset Mgmt., Highlights Presentation On Co.'s Proposed Merger With SVB, Urges Shareholders To Vote Against Merger

30 Mar 21

HoldCo Asset Management, LP and its managed funds (collectively, "HoldCo"), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ:BPFH) ("Boston Private,"

Boston Private Financial Shareholder, HoldCo Asset Mgmt. Sends Letter To Co. Shareholders

25 Mar 21

Dear Fellow Shareholders: HoldCo Opportunities Fund III, L.P. (together with its affiliates, “HoldCo” or “we”) beneficially owns 4.9% of the shares of Boston Private Financial Holdings, Inc.

Boston Private Financial Sends Letter To Shareholders Related To Deal With SVB Financial, Says Deal Is Financially, Strategically Compelling

19 Mar 21

The Board of Directors of Boston Private Financial Holdings, Inc. (NASDAQ:BPFH) (“Boston Private”), a leading provider of integrated wealth management, trust and banking services to individuals, families,

Stocks That Hit 52-Week Highs On Friday

12 Mar 21

Stocks That Hit 52-Week Highs On Thursday

25 Feb 21

Press releases

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INVESTIGATION ALERT: Halper Sadeh LLP Investigates COHR, FFG, CMD, MDCA, BPFH; Shareholders are Encouraged to Contact the Firm

12 Apr 21

NEW YORK, April 12, 2021 /PRNewswire/ -- Halper Sadeh LLP, a global investor rights law firm, announces it is investigating the following companies:

HoldCo Issues Presentation Rebutting BPFH's Misleading and Self-Serving Claims

9 Apr 21

Highlights BPFH Board's Desperate Attempts to Cover Up Company's One-Party "Process" and Egregious Conflicts of Interest Believes Shareholders Would Be Better Off Under Any Scenario Other than the Proposed

SHAREHOLDER ALERT: WeissLaw LLP Reminds BPFH, BMTC, TLND, and PRAH Shareholders About Its Ongoing Investigations

7 Apr 21

NEW YORK, April 7, 2021 /PRNewswire/ -- If you own shares in any of the companies listed above and

Boston Private Files Investor Presentation and Board of Directors Sends Letter to Shareholders Regarding the Proposed Transaction with SVB Financial

7 Apr 21

SHAREHOLDER ALERT: Halper Sadeh LLP Investigates PRAH, CMD, COHR, PRSP, BPFH; Shareholders are Encouraged to Contact the Firm

1 Apr 21

Calendar

15 Mar 21

13 Apr 21

31 Dec 21

Financial summary

Financial statements Chart BPFH 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

BPFH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
15 Mar 21	Regan Joseph D	RSU Common Stock	Grant	Aquire A	No	No	4,455	4,455
15 Mar 21	Longley John T.	RSU Common Stock	Grant	Aquire A	No	No	25,703	25,703
15 Mar 21	Brown James Cannon	RSU Common Stock	Grant	Aquire A	No	No	25,634	25,634
15 Mar 21	MacDonald W. Timothy	RSU Common Stock	Grant	Aquire A	No	No	17,992	17,992
15 Mar 21	Almy Maura	RSU Common Stock	Grant	Aquire A	No	No	16,792	16,792

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

Institutional ownership Q4 2020

BPFH 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.

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%

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

Financial report summary

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

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

New words: accuracy, adhering, aid, anti, aware, Buyer, career, certainty, choose, circumstance, combat, conceptual, concert, consent, counting, curtailment, DCF, deny, devoted, DFPI, distancing, double, educational, effort, elevated, faith, fallout, fluid, forbearance, forgiven, fringe, fulfilled, guaranty, hardship, heightened, hinder, innovation, inspecting, interagency, introduction, lapse, Lastly, learning, LGD, noncommercial, onset, opposition, output, pandemic, paused, paycheck, PD, pendency, pending, PPP, PPPLF, precise, prioritizing, proactive, proceed, proceeding, reassessed, recommending, reject, rejection, resumed, shop, Southeastern, standing, straight, strongly, suffer, suitable, SVB, teamwork, top, turbulence, unanimously, unavailable, unique, valuable, view, waiting

Removed: antidilutive, arose, August, Burbank, calculating, captioned, comparative, concept, deductibility, depositary, DFI, Division, excluding, forma, Granada, Hypothetical, illiquidity, indefinite, indexed, initiative, leave, noncash, OCI, preference, privately, pro, prospective, Proxy, ranging, reclassification, reevaluated, refinement, residual, simple, stranded, strong, upgrade, venture

From filing 10-K 2020 FY