Enterprise Financial Services Ownership

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

Recent Insider Transactions

NasdaqGS:EFSC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Aug 25	BuyUS$81,165	Michael Finn	Individual	1,500	US$54.11
26 Jun 25	SellUS$100,832	James Lally	Individual	1,828	US$55.16
24 Jun 25	SellUS$91,091	James Lally	Individual	1,655	US$55.04
06 Jun 25	BuyUS$78,748	Michael Finn	Individual	1,500	US$52.50
15 May 25	SellUS$22,004	James Lally	Individual	400	US$55.01
13 May 25	SellUS$121,418	James Lally	Individual	2,206	US$55.04
12 May 25	SellUS$258,739	James Lally	Individual	4,689	US$55.18
28 Feb 25	SellUS$323,047	James Havel	Individual	5,525	US$58.47

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?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,210	0.00867%
Individual Insiders	735,504	1.99%
General Public	5,464,005	14.8%
Institutions	30,808,190	83.2%

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

Top Shareholders

Top 25 shareholders own 66.24% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.31%	BlackRock, Inc.	3,446,761	US$190.3m	-8.46%	no data
7.09%	Wellington Management Group LLP	2,622,760	US$144.8m	8.58%	0.02%
6.37%	The Vanguard Group, Inc.	2,357,563	US$130.2m	-0.23%	no data
5.76%	Dimensional Fund Advisors LP	2,131,363	US$117.7m	-0.02%	0.02%
4.26%	EARNEST Partners, LLC	1,575,051	US$87.0m	-5.05%	0.35%
3.75%	First Trust Advisors LP	1,387,618	US$76.6m	-2.48%	0.05%
3.52%	State Street Global Advisors, Inc.	1,304,410	US$72.0m	13.8%	no data
3.21%	Nomura Investment Management Business Trust	1,189,871	US$65.7m	-0.77%	0.08%
2.62%	Thrivent Investment Management Inc.	969,533	US$53.5m	147%	0.1%
2.55%	Geode Capital Management, LLC	942,661	US$52.1m	0.85%	no data
2.49%	American Century Investment Management Inc	919,831	US$50.8m	1.19%	0.02%
1.89%	PL Capital Advisors, LLC	698,829	US$38.6m	-0.71%	11.95%
1.71%	Jennison Associates LLC	632,503	US$34.9m	4.42%	0.02%
1.58%	Western Financial Corporation	582,933	US$32.2m	9.05%	12.9%
1.56%	William Blair Investment Management, LLC	577,965	US$31.9m	-5.72%	0.04%
1.26%	Bridgeway Capital Management, LLC	466,752	US$25.8m	6.7%	0.36%
1.22%	Charles Schwab Investment Management, Inc.	451,390	US$24.9m	-9.56%	no data
1.04%	Northern Trust Global Investments	383,230	US$21.2m	-0.66%	no data
0.97%	Enterprise Bank & Trust	359,752	US$19.9m	-0.38%	10.09%
0.88%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	325,538	US$18.0m	19.8%	no data
0.87%	JP Morgan Asset Management	323,195	US$17.8m	-7.97%	no data
0.72%	Managed Account Advisors LLC	266,554	US$14.7m	13.1%	no data
0.63%	Aptus Capital Advisors, LLC	233,226	US$12.9m	15.1%	0.12%
0.5%	NFJ Investment Group, LLC	184,784	US$10.2m	196%	0.33%
0.49%	Kennedy Capital Management LLC	181,979	US$10.0m	-4.31%	0.22%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/08 19:20
End of Day Share Price	2025/12/08 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Enterprise Financial Services Corp is covered by 10 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
Jeffrey Rulis	D.A. Davidson & Co.
null null	D.A. Davidson & Co.
Brian Martin	Janney Montgomery Scott LLC