Berkshire Hills Bancorp, Inc.

NYSE:BHLB Stock Report

Market Cap: US$1.2b

Berkshire Hills Bancorp Ownership

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

Recent Insider Transactions

NYSE:BHLB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
25 Apr 24BuyUS$24,221Nitin MhatreIndividual1,100US$22.02
19 Mar 24SellUS$20,100Ellen TulchinerIndividual926US$21.71
07 Mar 24SellUS$223,549Baye Adofo-WilsonIndividual10,074US$22.29
21 Feb 24SellUS$870,586HoldCo Advisors, LPCompany38,855US$22.43
16 Feb 24SellUS$1,558,957HoldCo Advisors, LPCompany69,592US$22.72
13 Feb 24SellUS$1,552,244HoldCo Advisors, LPCompany68,480US$23.09
08 Feb 24SellUS$1,369,689HoldCo Advisors, LPCompany61,181US$22.59
08 Feb 24SellUS$59,447Michael ZaitzeffIndividual2,665US$22.33
05 Feb 24SellUS$1,156,799HoldCo Advisors, LPCompany50,375US$23.25
31 Jan 24SellUS$2,837,647HoldCo Advisors, LPCompany113,212US$25.19

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 BHLB?
Owner TypeNumber of SharesOwnership Percentage
State or Government31,5650.0749%
Individual Insiders536,1071.27%
General Public5,108,23412.1%
Institutions36,482,60886.5%

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

Top Shareholders

Top 25 shareholders own 69.63% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15%
BlackRock, Inc.
6,311,895US$178.6m0.99%no data
12.2%
The Vanguard Group, Inc.
5,140,703US$145.5m1.94%no data
6.35%
Dimensional Fund Advisors LP
2,675,702US$75.7m1.63%0.01%
5.03%
State Street Global Advisors, Inc.
2,119,475US$60.0m0.87%no data
3.95%
Wellington Management Group LLP
1,664,138US$47.1m21.4%0.01%
2.82%
AllianceBernstein L.P.
1,187,177US$33.6m-8.66%0.01%
2.32%
Geode Capital Management, LLC
979,160US$27.7m0.17%no data
2.26%
Systematic Financial Management LP
952,627US$27.0m13.7%0.64%
2.25%
Invesco Ltd.
946,811US$26.8m4.41%0.01%
1.64%
Fuller & Thaler Asset Management, Inc.
693,063US$19.6m-0.12%0.08%
1.63%
Clark Capital Management Group Inc
688,622US$19.5m-58.1%0.13%
1.55%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
654,335US$18.5m69.9%no data
1.48%
American Century Investment Management Inc
623,130US$17.6m-0.17%0.01%
1.31%
Northern Trust Global Investments
551,951US$15.6m2.22%no data
1.1%
BNY Asset Management
464,184US$13.1m-8.18%no data
1.01%
LSV Asset Management
426,400US$12.1m-33.8%0.02%
1%
Renaissance Technologies LLC
422,721US$12.0m0.02%0.02%
0.98%
Aristotle Capital Boston, LLC
413,449US$11.7m0.88%0.39%
0.97%
Charles Schwab Investment Management, Inc.
407,924US$11.5m-1.07%no data
0.93%
Bridgeway Capital Management, LLC
390,640US$11.1m3.7%0.18%
0.86%
Eaton Vance Management
362,997US$10.3m1.51%no data
0.81%
Arrowstreet Capital, Limited Partnership
341,605US$9.7m239%0.01%
0.81%
Jacobs Levy Equity Management Inc
340,694US$9.6m28.5%0.04%
0.71%
Millennium Management LLC
299,614US$8.5m63.2%0.01%
0.71%
Morgan Stanley, Investment Banking and Brokerage Investments
297,791US$8.4m-8.37%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 17:44
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Berkshire Hills Bancorp, Inc. is covered by 15 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.

AnalystInstitution
David BishopD.A. Davidson & Co.
David BishopDrexel Hamilton
Christopher MarinacFIG Partners