EFSC

ENTERPRISE FINANCIAL SERVICES CORP

Nasdaq · State Commercial Banks · Inc. DE · CIK 0001025835
$64.19 +1.45% $2.3B
9 New Institutional Positions6 Institutional Exits
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity9 buys / 6 sells
Insider Activity0B / 1S
Insider Net $-$37.6K
SEC Reports1
Exchange Nasdaq·Sector State Commercial Banks·Inc. DE·CIK 0001025835·Prev Close $63.27

Recent Activity

Jun 12, 2026 SEC
Enterprise Financial Services Corp filed a preliminary 424B5 prospectus supplement for an offering of Fixed-to-Floating
424B5 — Impact 3/10
Apr 28, 2026 Insider
PONDER MARK G sold 625 shares
SEVP, Chief Admin. Officer @ $60.20 ($37.6K)
Apr 27, 2026 Insider
PONDER MARK G gifted 200 shares
SEVP, Chief Admin. Officer
Apr 22, 2026 earnings_calendar
EFSC Q1 2026 Earnings Scheduled — 2026-04-22
Apr 14, 2026 Insider
Huffman Bridget acquired via exercise 380 shares
SEVP, Chief Risk Officer
Inst.
HOTCHKIS & WILEY CAPITAL — ADD
217,844 shares ($11.8M)
Inst.
GLENMEDE TRUST CO NA — NEW
186,523 shares ($10.1M)

Price Targets

$65.80 +2.5% upside Hold
Current $64.19 Low $64.00 Median $66.00 High $67.00 5 analysts
$64.00 $67.00

Analyst Ratings

Strong Buy82% buy · 11 analysts
2Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Jan 28, 2026 DA Davidson MAINTAIN Buy → Buy
Jan 28, 2026 Piper Sandler MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.35 ▲ +0.7% $1.32 — $1.36 -2% YoY 4
Next Q $1.41 $1.39 — $1.45 18% YoY 4
Current FY $5.55 $5.50 — $5.60 6% YoY 4
Next FY $5.88 $5.75 — $6.05 6% YoY 5

Latest Reports

NEUTRAL 424B5 3/10
Enterprise Financial Services Corp filed a preliminary 424B5 prospectus supplement for an offering of Fixed-to-Floating
Jun 12, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$183.7M—
WELLINGTON MANAGEMENT GROUP LLP$175.9M—
DIMENSIONAL FUND ADVISORS LP$118.4M—
VANGUARD CAPITAL MANAGEMENT LLC$85.5M—
EARNEST PARTNERS LLC$78.2M—

Recent Insider Trades

DateInsiderTypeValue
Apr 28, 2026PONDER MARKSELL$37.6K
Apr 27, 2026PONDER MARKG$0.00
Apr 14, 2026Huffman BridgetM$0.00
Apr 14, 2026Huffman BridgetF$9.8K
Apr 14, 2026DUMLAO TROYM$0.00
50 institutional holders with $1.1B total value (20,640,158 shares) as of 2026-Q1. Top holders: BlackRock,, WELLINGTON, DIMENSIONAL. Net buying activity: 9 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,394,603$183.7M16.4%—
2WELLINGTON MANAGEMENT GROUP LLP3,250,131$175.9M15.7%—
3DIMENSIONAL FUND ADVISORS LP2,188,766$118.4M10.6%—
4VANGUARD CAPITAL MANAGEMENT LLC1,580,057$85.5M7.7%—
5EARNEST PARTNERS LLC1,445,533$78.2M7.0%—
6STATE STREET CORP1,354,345$73.3M6.6%—
7FIRST TRUST ADVISORS LP1,226,799$66.4M5.9%—
8NOMURA ASSET MANAGEMENT INTERNATIONAL INC.969,412$52.5M4.7%—
9JENNISON ASSOCIATES LLC607,892$32.9M2.9%—
10VANGUARD PORTFOLIO MANAGEMENT LLC537,467$29.1M2.6%—
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC437,070$23.6M2.1%—
12BANK OF AMERICA CORP /DE/397,357$21.5M1.9%—
13GOLDMAN SACHS GROUP INC270,152$14.6M1.3%—
14Nuveen, LLC259,048$14.0M1.3%TRIM -43.6%
15VANGUARD FIDUCIARY TRUST CO237,362$12.8M1.2%—
16Aptus Capital Advisors, LLC236,638$12.8M1.1%—
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC217,844$11.8M1.1%ADD +31.7%
18GLENMEDE TRUST CO NA186,523$10.1M0.9%NEW
19Russell Investments Group, Ltd.162,703$8.8M0.8%—
20MORGAN STANLEY133,561$7.2M0.6%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCADD165,454217,844+31.7%$11.8M2026-Q1
GLENMEDE TRUST CO NANEW—186,523—$10.1M2026-Q1
FRANKLIN RESOURCES INCDOUBLED54,564119,990+119.9%$6.5M2026-Q1
MARSHALL WACE, LLPDOUBLED7,27746,142+534.1%$2.5M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM72,90530,199-58.6%$1.6M2026-Q1
AMERIPRISE FINANCIAL INCTRIM41,07722,962-44.1%$1.2M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCNEAR_EXIT246,02922,933-90.7%$1.2M2026-Q1
Lido Advisors, LLCDOUBLED6,36920,409+220.4%$1.1M2026-Q1
STRS OHIOADD10,70016,200+51.4%$876.6K2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM20,66514,340-30.6%$775.9K2026-Q1
STIFEL FINANCIAL CORPTRIM20,61313,783-33.1%$745.8K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEAR_EXIT39,8759,516-76.1%$514.9K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD617876+42.0%$47.4K2026-Q1
Rockefeller Capital Management L.P.ADD374725+93.9%$39.2K2026-Q1
Allworth Financial LPDOUBLED31629+1929.0%$34.0K2026-Q1
Nuveen, LLCTRIM443,975250,484-43.6%$13.5M2025-Q4
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM577,965246,029-57.4%$13.3M2025-Q4
ENVESTNET ASSET MANAGEMENT INCTRIM111,11980,875-27.2%$4.4M2025-Q4
TUDOR INVESTMENT CORP ET ALDOUBLED20,88472,905+249.1%$3.9M2025-Q4
AMERIPRISE FINANCIAL INCTRIM65,47341,077-37.3%$2.2M2025-Q4
PANAGORA ASSET MANAGEMENT INCTRIM31,51023,195-26.4%$1.3M2025-Q4
Connor, Clark & Lunn Investment Management Ltd.TRIM30,78520,665-32.9%$1.1M2025-Q4
ExodusPoint Capital Management, LPTRIM35,07820,396-41.9%$1.1M2025-Q4
TEACHER RETIREMENT SYSTEM OF TEXASTRIM16,38310,557-35.6%$570.1K2025-Q4
FMR LLCDOUBLED3,2447,465+130.1%$403.1K2025-Q4
8 unique insiders with 45 transactions. Net insider value: -$37.6K ($0.00 bought, $37.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 28, 2026PONDER MARK GSEVP, Chief Admin. OfficerSELL625$60.20$37.6K
Apr 27, 2026PONDER MARK GSEVP, Chief Admin. OfficerGIFT200——
Apr 14, 2026Huffman BridgetSEVP, Chief Risk OfficerEXERCISE380——
Apr 14, 2026Huffman BridgetSEVP, Chief Risk OfficerTAX W/H168$58.30$9.8K
Apr 14, 2026DUMLAO TROYEVP, Chief Accounting OfficerEXERCISE380——
Apr 14, 2026Handley Kevin LChief Credit OfficerEXERCISE380——
Apr 14, 2026Handley Kevin LChief Credit OfficerTAX W/H160$58.30$9.3K
Apr 14, 2026DUMLAO TROYEVP, Chief Accounting OfficerTAX W/H168$58.30$9.8K
Mar 4, 2026Handley Kevin LChief Credit OfficerAWARD1,140——
Mar 4, 2026IANNACONE NICOLE MSEVP, Chief Legal OfficerAWARD1,471——
Mar 4, 2026PONDER MARK GSEVP, Chief Admin. OfficerAWARD1,508——
Mar 4, 2026Huffman BridgetSEVP, Chief Risk OfficerAWARD1,323——
Mar 4, 2026DUMLAO TROYEVP, Chief Accounting OfficerAWARD836——
Mar 4, 2026BAUCHE DOUGLASSEVP, Chief Banking OfficerAWARD1,845——
Mar 4, 2026KEENE S TURNERSEVP, Chief Financial OfficerAWARD2,888——
Mar 4, 2026LALLY JAMES BRIANCEOAWARD6,344——
Feb 24, 2026IANNACONE NICOLE MSEVP, Chief Legal OfficerEXERCISE3,326——
Feb 24, 2026KEENE S TURNERSEVP, Chief Financial OfficerEXERCISE4,989——
Feb 24, 2026LALLY JAMES BRIANCEOEXERCISE7,982——
Feb 24, 2026PONDER MARK GSEVP, Chief Admin. OfficerEXERCISE3,326——
Feb 24, 2026BAUCHE DOUGLASSEVP, Chief Banking OfficerEXERCISE3,326——
Feb 10, 2026BAUCHE DOUGLASSEVP, Chief Banking OfficerEXERCISE1,043——
Feb 10, 2026BAUCHE DOUGLASSEVP, Chief Banking OfficerTAX W/H460$59.22$27.2K
Feb 10, 2026BAUCHE DOUGLASSEVP, Chief Banking OfficerAWARD1,711——
Feb 10, 2026Handley Kevin LChief Credit OfficerEXERCISE344——
Feb 10, 2026Handley Kevin LChief Credit OfficerTAX W/H163$59.22$9.7K
Feb 10, 2026Handley Kevin LChief Credit OfficerAWARD565——
Feb 10, 2026PONDER MARK GSEVP, Chief Admin. OfficerEXERCISE1,006——
Feb 10, 2026PONDER MARK GSEVP, Chief Admin. OfficerTAX W/H444$59.22$26.3K
Feb 10, 2026PONDER MARK GSEVP, Chief Admin. OfficerAWARD1,651——
Feb 10, 2026KEENE S TURNERSEVP, Chief Financial OfficerEXERCISE1,964——
Feb 10, 2026KEENE S TURNERSEVP, Chief Financial OfficerTAX W/H854$59.22$50.6K
Feb 10, 2026KEENE S TURNERSEVP, Chief Financial OfficerAWARD3,221——
Feb 10, 2026IANNACONE NICOLE MSEVP, Chief Legal OfficerEXERCISE1,019——
Feb 10, 2026IANNACONE NICOLE MSEVP, Chief Legal OfficerTAX W/H449$59.22$26.6K
Feb 10, 2026IANNACONE NICOLE MSEVP, Chief Legal OfficerAWARD1,671——
Feb 10, 2026DUMLAO TROYEVP, Chief Accounting OfficerEXERCISE361——
Feb 10, 2026DUMLAO TROYEVP, Chief Accounting OfficerTAX W/H179$59.22$10.6K
Feb 10, 2026DUMLAO TROYEVP, Chief Accounting OfficerAWARD593——
Feb 10, 2026LALLY JAMES BRIANCEOEXERCISE4,176——
Feb 10, 2026LALLY JAMES BRIANCEOTAX W/H1,673$59.22$99.1K
Feb 10, 2026LALLY JAMES BRIANCEOAWARD6,849——
Feb 10, 2026Huffman BridgetSEVP, Chief Risk OfficerAWARD560——
Feb 10, 2026Huffman BridgetSEVP, Chief Risk OfficerEXERCISE341——
Feb 10, 2026Huffman BridgetSEVP, Chief Risk OfficerTAX W/H169$59.22$10.0K
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
NEUTRAL 424B5 3/10
Enterprise Financial Services Corp filed a preliminary 424B5 prospectus supplement for an offering o
Jun 12, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 2 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$65.80 mean target +2.5% upside Hold (3.00)
$64.00 Low $67.00 High
MetricValue
Current Price$64.19
Target Low$64.00
Target Mean$65.80
Target Median$66.00
Target High$67.00
# Analysts5
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.35 $1.32 $1.36 -1.6% +0.7% 1↑ 0↓ $0.2B 8.9% 4
Next Q
2026-09-30
 $1.41 $1.39 $1.45 17.7% +0.4% 1↑ 0↓ $0.2B -5.9% 4
Current FY
2026-12-31
 $5.55 $5.50 $5.60 5.9% +0.3% 1↑ 0↓ $0.8B 3.0% 4
Next FY
2027-12-31
 $5.88 $5.75 $6.05 5.9% -0.2% 3↑ 0↓ $0.8B 4.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.347
7d ago$1.333+0.014
30d ago$1.337+0.010
60d ago$1.337+0.010
90d ago$1.338+0.009
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 28, 2026 DA Davidson MAINTAIN Buy Buy
Jan 28, 2026 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262720082%
May 1, 20262720082%
Apr 1, 20262630073%
Mar 1, 20262630073%
Feb 1, 20262530070%
Jan 1, 20263530073%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 22, 2026
earnings_calendar
EFSC Q1 2026 Earnings Scheduled — 2026-04-22