Eastern Bankshares Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:EB0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
04 Sep 24	Sell€190,571	Quincy Miller	Individual		12,676	€15.03
21 Aug 24	Buy€70,255	Leon Palandjian	Individual		5,000	€14.05

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EB0?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,453,067	1.22%
Employee Share Scheme	14,791,261	7.33%
General Public	41,681,551	20.6%
Institutions	142,934,915	70.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 24.1%.

Top Shareholders

Top 25 shareholders own 66.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.92%	The Vanguard Group, Inc.	20,032,063	€331.2m	22.6%	0.01%
9.13%	FMR LLC	18,427,167	€304.7m	36.3%	0.02%
7.61%	BlackRock, Inc.	15,363,012	€254.0m	21.4%	no data
7.33%	Eastern bank, Employee Stock Ownership Plan	14,791,261	€244.6m	-0.84%	no data
4.92%	T. Rowe Price Group, Inc.	9,937,965	€164.3m	0.25%	0.01%
3.44%	State Street Global Advisors, Inc.	6,940,433	€114.8m	20.3%	no data
3.31%	Dimensional Fund Advisors LP	6,672,994	€110.3m	38%	0.02%
2.27%	Geode Capital Management, LLC	4,587,497	€75.9m	23%	0.01%
2.04%	First Trust Advisors LP	4,119,888	€68.1m	8.41%	0.06%
1.97%	Jennison Associates LLC	3,969,558	€65.6m	13.4%	0.04%
1.73%	Brown Advisory Incorporated	3,489,808	€57.7m	5.35%	0.07%
1.33%	Janus Henderson Group plc	2,685,231	€44.4m	-29.7%	0.02%
1.21%	William Blair Investment Management, LLC	2,444,793	€40.4m	-2.95%	0.05%
1.16%	Massachusetts Financial Services Company	2,339,389	€38.7m	12.5%	0.01%
1.02%	Wellington Management Group LLP	2,068,837	€34.2m	-33.1%	0.01%
0.99%	Charles Schwab Investment Management, Inc.	2,000,042	€33.1m	19.7%	0.01%
0.97%	Goldman Sachs Asset Management, L.P.	1,957,917	€32.4m	13.4%	0.01%
0.91%	Northern Trust Global Investments	1,844,437	€30.5m	23.3%	no data
0.86%	Systematic Financial Management LP	1,730,639	€28.6m	596%	0.7%
0.72%	Eastern Investment Advisors, Inc.	1,455,096	€24.1m	0%	0.45%
0.68%	Norges Bank Investment Management	1,373,304	€22.7m	0%	no data
0.68%	Manulife Asset Management	1,370,754	€22.7m	0.22%	0.02%
0.68%	JP Morgan Asset Management	1,362,697	€22.5m	0.85%	no data
0.62%	Frontier Capital Management Co LLC	1,257,048	€20.8m	0%	0.19%
0.55%	BNY Asset Management	1,106,587	€18.3m	4.84%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/29 18:02
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Eastern Bankshares, Inc. is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jacob Civiello	Janney Montgomery Scott LLC
Steven Alexopoulos	J.P. Morgan
Damon DelMonte	Keefe, Bruyette, & Woods