Enterprise Financial Services

EFSC.US
Financial Services · Banks - Regional
66.72
+1.06 (+1.61%)
USD · NASDAQ

Company Information

Company Name
Enterprise Financial Services
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US2937121059
CIK: 0001025835
CUSIP: 293712105
Currency: USD
Full Time Employees: 1,370
Phone: 314 725 5500
Fiscal Year End: December
IPO Date: Jan 07, 1999
Description:

Enterprise Financial Services Corp operates as the financial holding company for Enterprise Bank & Trust that offers banking and wealth management services to individuals and corporate customers in Arizona, California, Florida, Kansas, Missouri, Nevada, New Mexico, and in the United States. It provides interest and non-interest-bearing demand, money markets accounts, savings, and certificates of deposit. The company also provides commercial and industrial, commercial real estate, real estate construction and development, residential real estate, small business administration, consumer, and other loan products. In addition, it offers treasury management and international trade services; life insurance premium and sponsor finance; tax credit related lending; tax credit brokerage services; other deposit accounts, such as community associations, property management, legal industry and escrow services; treasury management product and services; customized solutions and products; cash management systems; fiduciary, investment management, and financial advisory services; and customer hedging products, international banking, card services, and tax credit businesses. Further, the company provides online, device applications, text, and voice banking; remote deposit capture; internet banking, mobile banking, cash management, positive pay, fraud detection and prevention, automated payables, check image, and statement and document imaging services; and controlled disbursements, repurchase agreements, and sweep investment accounts. Financial Services Corp was founded in 1988 and is headquartered in Clayton, Missouri.

Address:

150 North Meramec Avenue, Clayton, MO, United States, 63105

People

Directors & Officers

Name Title Year Born
Mr. James Brian Lally President, CEO & Director 1968
Mr. Keene S. Turner CPA Senior EVP, CFO & COO 1980
Mr. Mark G. Ponder Senior EVP & Chief Administrative Officer 1970
Ms. Nicole M. Iannacone Senior EVP, Chief Legal Officer & Corporate Secretary 1980
Mr. Douglas N. Bauche Senior EVP & Chief Banking Officer 1970
Mr. Troy R. Dumlao Executive VP & Chief Accounting Officer 1972
Mr. Steve Richardson Senior Vice President of Corporate Communications NA
Ms. Bridget H. Huffman B.B.A. Senior EVP & Chief Risk Officer 1983
Mr. Kevin L. Handley Senior EVP & Chief Credit Officer 1970

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 04, 2025 Michael E Finn N/A Purchase 1.50K $54.11 $81.17K
Jun 26, 2025 James Brian Lally N/A Sale 1.83K $55.16 $100.83K
Jun 24, 2025 James Brian Lally N/A Sale 1.66K $55.04 $91.09K
Jun 06, 2025 Michael E Finn N/A Purchase 1.50K $52.50 $78.75K
May 15, 2025 James Brian Lally N/A Sale 400.00 $55.01 $22.00K
May 12, 2025 James Brian Lally N/A Sale 4.69K $55.18 $258.74K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 3.39M Mar 31, 2026 9.28% $0.00 -0.86%
Wellington Management Company LLP 3.25M Mar 31, 2026 8.88% $0.03 10.10%
Vanguard Group Inc 2.37M Dec 31, 2025 6.48% $0.00 0.59%
Dimensional Fund Advisors, Inc. 2.19M Mar 31, 2026 5.98% $0.02 3.10%
Vanguard Capital Management, LLC 1.58M Mar 31, 2026 4.32% $0.00 0.00%
Earnest Partners LLC 1.45M Mar 31, 2026 3.95% $0.32 -2.88%
State Street Corp 1.35M Mar 31, 2026 3.70% $0.00 6.48%
First Trust Advisors L.P. 1.23M Mar 31, 2026 3.35% $0.05 -16.61%
American Century Companies Inc 1.05M Mar 31, 2026 2.88% $0.03 12.33%
Delaware Management Holdings Inc 969.41K Mar 31, 2026 2.65% $0.09 -8.35%
Geode Capital Management, LLC 933.74K Mar 31, 2026 2.55% $0.00 -1.40%
PL Capital Advisors, LLC 733.33K Mar 31, 2026 2.00% $11.97 0.00%
Jennison Associates LLC 607.89K Mar 31, 2026 1.66% $0.02 -2.24%
Western Financial Corp/CA 576.51K Mar 31, 2026 1.58% $12.21 -0.15%
Vanguard Portfolio Management, LLC 537.47K Mar 31, 2026 1.47% $0.00 0.00%
Qube Research & Technologies 476.17K Mar 31, 2026 1.30% $0.03 48.00%
Thrivent Financial For Lutherans 471.15K Mar 31, 2026 1.29% $0.05 -52.67%
Charles Schwab Investment Management Inc 437.07K Mar 31, 2026 1.19% $0.00 0.35%
Bank of America Corp 397.36K Mar 31, 2026 1.09% $0.00 5.66%
Northern Trust Corp 368.31K Mar 31, 2026 1.01% $0.00 3.48%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 1.11M 3.03% ▼ 1.71% Jun 30, 2026
2 Avantis US Small Cap Value ETF 1.00M 2.75% ▲ 0.06% Jun 30, 2026
3 iShares Russell 2000 ETF 953.90K 2.61% ▼ 2.50% Jun 30, 2026
4 First Trust SMID Cp Rising Div Achv ETF 766.73K 2.10% ▲ 0.00% Jun 30, 2026
5 Nomura Small Cap Core I 743.51K 2.03% ▼ 3.31% May 31, 2026
6 Nomura US Small Cap Core Equity 735.95K 2.01% ▼ 6.56% Jun 30, 2026
7 Harbor Small Cap Value Instl 535.41K 1.46% ▼ 3.88% Jun 30, 2026
8 DFA US Small Cap Value I 475.81K 1.30% ▲ 0.00% May 31, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 419.46K 1.15% ▲ 0.37% Jun 30, 2026
10 State Street® SPDR® S&PRgnllBkgETF 382.94K 1.05% ▲ 2.10% Jun 30, 2026

Financial Highlights

Market Cap: $2.40B
P/E Ratio: $13.05
PEG Ratio: $1.23
Book Value: $54.30
Dividend/Share: $1.30
Dividend Yield: 1.97%
Earnings/Share: $5.03
Profit Margin: 27.36%
Operating Margin: 30.78%
ROA (TTM): 1.14%
ROE (TTM): 9.60%
Revenue (TTM): $695.71M
Revenue/Share (TTM): $18.88
Earnings Growth (YOY): -19.90%
Revenue Growth (YOY): 1.20%

Valuation Metrics

Enterprise Value: $2.58B
Trailing P/E: 13.05
Forward P/E: 12.14

Shares Statistics

Shares Outstanding: 36.59M
Shares Float: 35.13M
% Insiders: 176.90%
% Institutions: 8,526.50%
Short % Float: 2.77%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$912.39M
Cost of Goods Sold
adjust
$-288.01M
Gross Profit
subtotal
$624.38M
SG&A
adjust
$-156.74M
Other Operating Expense
adjust
$-183.92M
Operating Income
subtotal
$283.72M
Other / Non-Operating Items
adjust
$-82.34M
Net Income
subtotal
$201.37M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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