Enterprise Financial Services Stock Analysis

EFSC Stock  USD 60.87  0.64  1.04%   
Enterprise Financial Services is fairly valued with Real Value of 62.59 and Target Price of 65.75. The main objective of Enterprise Financial stock analysis is to determine its intrinsic value, which is an estimate of what Enterprise Financial Services is worth, separate from its market price. There are two main types of Enterprise Financial's stock analysis: fundamental analysis and technical analysis.
The Enterprise Financial stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Enterprise Financial's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enterprise Financial Services. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

Enterprise Stock Analysis Notes

About 80.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.29. Some equities with similar Price to Book (P/B) outperform the market in the long run. Enterprise Financial has Price/Earnings To Growth (PEG) ratio of 1.9. The entity last dividend was issued on the 14th of March 2025. The firm had 3:1 split on the 30th of September 1999. 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. Enterprise Financial Services Corp was founded in 1988 and is headquartered in Clayton, Missouri. Enterprises Finl operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 1032 people. To learn more about Enterprise Financial Services call James Lally at 314 725 5500 or check out https://www.enterprisebank.com.

Enterprise Financial Quarterly Total Revenue

20.63 Million

Enterprise Financial Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Enterprise Financial's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Enterprise Financial Services or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Enterprise Financial has a poor financial position based on the latest SEC disclosures
Over 80.0% of the company shares are held by institutions such as insurance companies
On 31st of December 2024 Enterprise Financial paid $ 0.28 per share dividend to its current shareholders
Latest headline from MacroaxisInsider: Acquisition by James Lally of 3592 shares of Enterprise Financial subject to Rule 16b-3

Enterprise Financial Upcoming and Recent Events

Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Enterprise Financial previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
22nd of April 2024
Upcoming Quarterly Report
View
22nd of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
27th of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

Enterprise Largest EPS Surprises

Earnings surprises can significantly impact Enterprise Financial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2010-07-20
2010-06-30-0.020.010.03150 
2008-04-15
2008-03-310.290.26-0.0310 
2005-07-18
2005-06-300.250.290.0416 
View All Earnings Estimates

Enterprise Financial Environmental, Social, and Governance (ESG) Scores

Enterprise Financial's ESG score is a quantitative measure that evaluates Enterprise Financial's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Enterprise Financial's operations that may have significant financial implications and affect Enterprise Financial's stock price as well as guide investors towards more socially responsible investments.

Enterprise Stock Institutional Investors

Shares
William Blair Investment Management, Llc2024-09-30
677.4 K
Western Financial Corp/ca2024-12-31
585.3 K
Jennison Associates Llc2024-12-31
566.8 K
Charles Schwab Investment Management Inc2024-12-31
436.7 K
Enterprise Financial Services Corp2024-12-31
363.4 K
Northern Trust Corp2024-09-30
362.9 K
Nuveen Asset Management, Llc2024-09-30
322.7 K
Bank Of America Corp2024-09-30
322.6 K
Morgan Stanley - Brokerage Accounts2024-09-30
260.9 K
Blackrock Inc2024-09-30
3.9 M
Wellington Management Company Llp2024-09-30
3.5 M
Note, although Enterprise Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Enterprise Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.25 B.

Enterprise Profitablity

The company has Profit Margin (PM) of 0.31 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.39 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.39.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.01  0.01 
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.10  0.07 

Management Efficiency

Enterprise Financial has return on total asset (ROA) of 0.0123 % which means that it generated a profit of $0.0123 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1047 %, meaning that it created $0.1047 on every $100 dollars invested by stockholders. Enterprise Financial's management efficiency ratios could be used to measure how well Enterprise Financial manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.01, whereas Return On Capital Employed is forecasted to decline to 0.02. At present, Enterprise Financial's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 13.5 B, whereas Other Assets are projected to grow to (1.5 B).
Last ReportedProjected for Next Year
Enterprise Value Over EBITDA 8.87  11.96 
Book Value Per Share 41.33  38.83 
Tangible Book Value Per Share 32.24  36.28 
Price Book Value Ratio 1.12  1.75 
Enterprise Value Multiple 8.87  11.96 
Price Fair Value 1.12  1.75 
Enterprise Value856.3 M635 M
Leadership at Enterprise Financial emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Dividend Yield
0.0191
Operating Margin
0.3934
Profit Margin
0.3051
Forward Dividend Yield
0.0191
Beta
1.004

Technical Drivers

As of the 16th of February 2025, Enterprise Financial shows the Mean Deviation of 1.19, downside deviation of 1.47, and Coefficient Of Variation of 1846.98. Enterprise Financial technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.

Enterprise Financial Price Movement Analysis

Execute Study
The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Enterprise Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Enterprise Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Enterprise Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Enterprise Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Enterprise Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Enterprise Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Enterprise Financial Outstanding Bonds

Enterprise Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Enterprise Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Enterprise bonds can be classified according to their maturity, which is the date when Enterprise Financial Services has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Enterprise Financial Predictive Daily Indicators

Enterprise Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Enterprise Financial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Enterprise Financial Corporate Filings

8K
11th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
7th of February 2025
Other Reports
ViewVerify
F4
5th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F5
29th of January 2025
The annual filing required by the Securities and Exchange Commission (SEC) from company insiders or beneficial owners
ViewVerify
8K
28th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
27th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
7th of January 2025
Other Reports
ViewVerify
F4
6th of January 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Enterprise Financial Forecast Models

Enterprise Financial's time-series forecasting models are one of many Enterprise Financial's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Enterprise Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Enterprise Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Enterprise Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Enterprise shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Enterprise Financial. By using and applying Enterprise Stock analysis, traders can create a robust methodology for identifying Enterprise entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 3.32  3.48 
Operating Profit Margin 0.52  0.50 
Net Profit Margin 2.66  2.79 
Gross Profit Margin 0.89  0.79 

Current Enterprise Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Enterprise analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Enterprise analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
65.75Strong Buy5Odds
Enterprise Financial Services current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Enterprise analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Enterprise stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Enterprise Financial, talking to its executives and customers, or listening to Enterprise conference calls.
Enterprise Analyst Advice Details

Enterprise Stock Analysis Indicators

Enterprise Financial Services stock analysis indicators help investors evaluate how Enterprise Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Enterprise Financial shares will generate the highest return on investment. By understating and applying Enterprise Financial stock analysis, traders can identify Enterprise Financial position entry and exit signals to maximize returns.
Begin Period Cash Flow291.4 M
50 Day M A58.2238
Common Stock Shares Outstanding37.5 M
Quarterly Earnings Growth Y O Y0.103
Forward Price Earnings13.6799
Stock Based Compensation10.1 M

Complementary Tools for Enterprise Stock analysis

When running Enterprise Financial's price analysis, check to measure Enterprise Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enterprise Financial is operating at the current time. Most of Enterprise Financial's value examination focuses on studying past and present price action to predict the probability of Enterprise Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enterprise Financial's price. Additionally, you may evaluate how the addition of Enterprise Financial to your portfolios can decrease your overall portfolio volatility.
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA