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More Details of Enterprise Financial Services Corp Company

Enterprise Financial Services Corp is a financial holding company for Enterprise Bank & Trust, which is a full-service financial institution, which offers banking and wealth management services to individuals and corporate customers primarily located in Arizona, California, Kansas, Missouri, Nevada and New Mexico. The Company offers a range of business and personal banking services, including wealth management services provided through Enterprise Trust, a division of Enterprise Bank & Trust. Its lending services include commercial and industrial, commercial real estate, real estate construction and development, residential real estate, small business administration, consumer and other loan products. The Company's lending services include variety of deposit products, including property management and community associations along with a complete suite of treasury management and international trade services for operating businesses. It also offers specialty deposit accounts to customers.

Company Info

Ticker SymbolEFSC

Company nameEnterprise Financial Services Corp

IPO dateJun 18, 2001

CEOMr. James B. Lally

Number of employees1218

Security typeOrdinary Share

Fiscal year-endJun 18

Address150 North Meramec

CityCLAYTON

Stock exchangeNASDAQ Global Select Consolidated

CountryUnited States of America

Postal code63105

Phone13147255500

Websitehttps://investor.enterprisebank.com/

Ticker SymbolEFSC

IPO dateJun 18, 2001

CEOMr. James B. Lally

Company Executives

Name

Name/Position

Position

Shareholding

Change

Ms. Sandra A. Van Trease

Independent Director

56.86K

-1.18%

Mr. Stephen P. Marsh

Independent Director

51.86K

+2.96%

Mr. Michael A. Decola

Independent Chairman of the Board

48.38K

--

Mr. Richard M. Sanborn

Independent Director

40.95K

-82.52%

Mr. Douglas N. (Doug) Bauche

Senior Executive Vice President, Chief Banking Officer

27.35K

+1.60%

Mr. Michael R. Holmes

Independent Director

20.22K

--

Ms. Nicole M. Iannacone

Senior Executive Vice President, Chief Legal Officer and Corporate Secretary; Senior Executive Vice President, Chief Legal Officer and Corporate Secretary of Enterprise Bank & Trust

18.84K

+2.45%

Ms. Lyne B. Andrich, CPA

Independent Director

5.35K

--

Ms. Lina A. Young

Independent Director

3.50K

--

Ms. Marcela Manjarrez

Independent Director

3.44K

--

Name

Name/Position

Position

Shareholding

Change

Ms. Sandra A. Van Trease

Independent Director

56.86K

-1.18%

Mr. Stephen P. Marsh

Independent Director

51.86K

+2.96%

Mr. Michael A. Decola

Independent Chairman of the Board

48.38K

--

Mr. Richard M. Sanborn

Independent Director

40.95K

-82.52%

Mr. Douglas N. (Doug) Bauche

Senior Executive Vice President, Chief Banking Officer

27.35K

+1.60%

Mr. Michael R. Holmes

Independent Director

20.22K

--

Revenue Breakdown

No Data

No Data

By Business

By Region

No Data

Shareholding Stats

Updated: Fri, May 16

Shareholders

Shareholder Types

Shareholders

Proportion

BlackRock Institutional Trust Company, N.A.

8.34%

Wellington Management Company, LLP

7.43%

The Vanguard Group, Inc.

6.40%

Dimensional Fund Advisors, L.P.

5.86%

EARNEST Partners, LLC

5.00%

Other

66.97%

Shareholders

Proportion

BlackRock Institutional Trust Company, N.A.

8.34%

Wellington Management Company, LLP

7.43%

The Vanguard Group, Inc.

6.40%

Dimensional Fund Advisors, L.P.

5.86%

EARNEST Partners, LLC

5.00%

Other

66.97%

Shareholder Types

Shareholders

Proportion

Investment Advisor

41.48%

Investment Advisor/Hedge Fund

36.22%

Hedge Fund

3.26%

Individual Investor

1.96%

Research Firm

1.50%

Pension Fund

0.59%

Bank and Trust

0.42%

Insurance Company

0.14%

Venture Capital

0.03%

Other

14.40%

Institutional Shareholding

Updated: Tue, Jul 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q2

453

31.71M

85.83%

-364.93K

2025Q1

476

31.87M

86.30%

-3.49K

2024Q4

471

30.83M

83.37%

-502.22K

2024Q3

461

30.18M

81.18%

-475.75K

2024Q2

451

29.52M

79.05%

-645.41K

2024Q1

444

29.02M

77.38%

-785.24K

2023Q4

435

28.19M

75.36%

-1.18M

2023Q3

435

28.59M

76.47%

-1.42M

2023Q2

425

28.59M

76.54%

-2.39M

2023Q1

432

29.53M

79.16%

-448.92K

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

BlackRock Institutional Trust Company, N.A.

3.08M

8.35%

-28.85K

-0.93%

Mar 31, 2025

Wellington Management Company, LLP

2.74M

7.43%

-630.15K

-18.68%

Mar 31, 2025

The Vanguard Group, Inc.

2.31M

6.24%

+225.37K

+10.83%

Mar 31, 2025

Dimensional Fund Advisors, L.P.

2.17M

5.87%

-48.38K

-2.18%

Mar 31, 2025

EARNEST Partners, LLC

1.85M

5%

-34.97K

-1.86%

Mar 31, 2025

First Trust Advisors L.P.

1.40M

3.8%

+1.33M

+1753.33%

Mar 31, 2025

State Street Global Advisors (US)

1.11M

3%

-86.54K

-7.24%

Mar 31, 2025

Macquarie Investment Management

1.05M

2.84%

+25.75K

+2.51%

Mar 31, 2025

Geode Capital Management, L.L.C.

927.00K

2.51%

+41.76K

+4.72%

Mar 31, 2025

American Century Investment Management, Inc.

911.91K

2.47%

+63.97K

+7.54%

Mar 31, 2025

Related ETFs

Updated: Sat, Aug 2

Name

Proportion

Opus Small Cap Value ETF

1.91%

Thrivent Small-Mid Cap ESG ETF

1.62%

First Trust NASDAQ ABA Community Bank Index Fund

1.07%

First Trust Small Cap US Equity Select ETF

0.99%

FT Vest SMID Rising Dividend Achievers Tgt In

0.86%

Cambria Value and Momentum ETF

0.85%

First Trust SMID Cap Rising Dividend Achievers ETF

0.83%

iShares US Small Cap Value Factor ETF

0.56%

First Trust Small Cap Growth AlphaDEX Fund

0.45%

JPMorgan Fundamental Data Science Small Core ETF

0.41%

Opus Small Cap Value ETF

Proportion1.91%

Thrivent Small-Mid Cap ESG ETF

Proportion1.62%

First Trust NASDAQ ABA Community Bank Index Fund

Proportion1.07%

First Trust Small Cap US Equity Select ETF

Proportion0.99%

FT Vest SMID Rising Dividend Achievers Tgt In

Proportion0.86%

Cambria Value and Momentum ETF

Proportion0.85%

First Trust SMID Cap Rising Dividend Achievers ETF

Proportion0.83%

iShares US Small Cap Value Factor ETF

Proportion0.56%

First Trust Small Cap Growth AlphaDEX Fund

Proportion0.45%

JPMorgan Fundamental Data Science Small Core ETF

Proportion0.41%

Dividend

A total of 168.01M USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Jan 28, 2025

EFSC.NB Interim Cash Dividend of gross USD 0.29 paid on Mar 31, 2025 going ex on Mar 14, 2025

Mar 14, 2025

Mar 31, 2025

Mar 14, 2025

Oct 22, 2024

EFSC.NB Final Cash Dividend of gross USD 0.28 paid on Dec 31, 2024 going ex on Dec 16, 2024

Dec 16, 2024

Dec 31, 2024

Dec 16, 2024

Jul 24, 2024

EFSC.NB Interim Cash Dividend of gross USD 0.27 paid on Sep 30, 2024 going ex on Sep 16, 2024

Sep 16, 2024

Sep 30, 2024

Sep 16, 2024

Apr 24, 2024

EFSC.NB Interim Cash Dividend of gross USD 0.26 paid on Jun 28, 2024 going ex on Jun 14, 2024

Jun 14, 2024

Jun 28, 2024

Jun 14, 2024

Jan 24, 2024

EFSC.NB Interim Cash Dividend of gross USD 0.25 paid on Mar 29, 2024 going ex on Mar 14, 2024

Mar 15, 2024

Mar 29, 2024

Mar 14, 2024

Oct 24, 2023

EFSC.NB Final Cash Dividend of gross USD 0.25 paid on Dec 29, 2023 going ex on Dec 14, 2023

Dec 15, 2023

Dec 29, 2023

Dec 14, 2023

Jul 25, 2023

EFSC.NB Interim Cash Dividend of gross USD 0.25 paid on Sep 29, 2023 going ex on Sep 14, 2023

Sep 15, 2023

Sep 29, 2023

Sep 14, 2023

Apr 25, 2023

EFSC.NB Interim Cash Dividend of gross USD 0.25 paid on Jun 30, 2023 going ex on Jun 14, 2023

Jun 15, 2023

Jun 30, 2023

Jun 14, 2023

Jan 24, 2023

EFSC.NB Interim Cash Dividend of gross USD 0.25 paid on Mar 31, 2023 going ex on Mar 14, 2023

Mar 15, 2023

Mar 31, 2023

Mar 14, 2023

Oct 24, 2022

EFSC.NB Final Cash Dividend of gross USD 0.24 paid on Dec 30, 2022 going ex on Dec 14, 2022

Dec 15, 2022

Dec 30, 2022

Dec 14, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

Enterprise Financial Services Corp

54.130USD

Enterprise Financial Services Corp

54.130

Overview

Company

Financials