Enterprise Financial Services Ownership

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

Recent Insider Transactions

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 EFSC.P?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	671,795	1.81%
General Public	7,436,789	20%
Institutions	29,019,216	78.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.5%	BlackRock, Inc.	3,906,129	US$223.4m	0.49%	no data
9.55%	Wellington Management Group LLP	3,545,092	US$202.8m	16.6%	0.03%
5.82%	Dimensional Fund Advisors LP	2,160,381	US$123.6m	3.66%	0.02%
5.59%	The Vanguard Group, Inc.	2,075,284	US$118.7m	0.87%	no data
5.11%	EARNEST Partners, LLC	1,896,728	US$108.5m	-3.03%	0.46%
2.87%	State Street Global Advisors, Inc.	1,066,665	US$61.0m	-1.07%	no data
2.77%	Macquarie Investment Management Business Trust	1,027,487	US$58.8m	-2.25%	0.07%
2.4%	Geode Capital Management, LLC	892,030	US$51.0m	0.93%	no data
2.02%	American Century Investment Management Inc	751,117	US$43.0m	14.6%	0.02%
1.9%	PL Capital Advisors, LLC	703,829	US$40.3m	0%	12.97%
1.82%	William Blair Investment Management, LLC	677,394	US$38.7m	-2.98%	0.05%
1.66%	Western Financial Corporation	614,680	US$35.2m	-5.64%	18.51%
1.25%	JP Morgan Asset Management	463,627	US$26.5m	2.91%	no data
1.19%	Jennison Associates LLC	441,630	US$25.3m	-4.42%	0.01%
1.14%	Charles Schwab Investment Management, Inc.	421,874	US$24.1m	0.86%	no data
1.03%	Enterprise Bank & Trust., Asset Management Arm	383,015	US$21.9m	-2.12%	12.32%
0.98%	Northern Trust Global Investments	362,948	US$20.8m	1.18%	no data
0.93%	Bridgeway Capital Management, LLC	345,056	US$19.7m	13.4%	0.31%
0.86%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	320,387	US$18.3m	6.84%	no data
0.68%	Managed Account Advisors LLC	252,013	US$14.4m	-7.89%	no data
0.61%	Morgan Stanley, Investment Banking and Brokerage Investments	227,114	US$13.0m	60%	no data
0.61%	Ziegler Capital Management, LLC	224,960	US$12.9m	0%	0.4%
0.59%	F/M Investments LLC	218,978	US$12.5m	0.85%	0.41%
0.53%	Desjardins Global Asset Management Inc.	196,130	US$11.2m	-4.57%	0.12%
0.49%	BNY Asset Management	183,407	US$10.5m	-13.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 00:39
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

Enterprise Financial Services Corp is covered by 11 analysts. 5 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
Erik Zwick	Boenning & Scattergood, Inc.
Daniel Cardenas	Boenning & Scattergood, Inc.
null null	D.A. Davidson & Co.