EFSC
ENTERPRISE FINANCIAL SERVICES CORP
$62.47
+1.05%
$2.3B
No data for this timeframe.
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders8 funds
Inst. Value$186.3M
Inst. Activity2 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$37.6K
Recent Activity
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 sold 200 shares
SEVP, Chief Admin. Officer @ $0.00 ($0.00)
Apr 22, 2026
earnings_calendar
EFSC Q1 2026 Earnings Scheduled — 2026-04-22
Apr 14, 2026
Insider
Huffman Bridget sold 380 shares
SEVP, Chief Risk Officer @ $0.00 ($0.00)
Inst.
FMR LLC — DOUBLED
7,465 shares ($403.1K)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
6,680 shares ($360.7K)
Price Targets
$65.80
+5.3% upside
Buy
Current $62.47
Low $64.00
Median $66.00
High $67.00
5 analysts
$64.00
$67.00
Analyst Ratings
2Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $128.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $23.5M | NEW |
| BANK OF AMERICA CORP | $20.3M | — |
| MORGAN STANLEY | $7.4M | TRIM |
| WELLS FARGO & COMPANY/MN | $5.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 28, 2026 | PONDER MARK | SELL | $37.6K |
| Apr 27, 2026 | PONDER MARK | G | $0.00 |
| Apr 14, 2026 | Huffman Bridget | M | $0.00 |
| Apr 14, 2026 | Huffman Bridget | F | $9.8K |
| Apr 14, 2026 | DUMLAO TROY | M | $0.00 |
8 institutional holders with $186.3M total value (3,449,870 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,371,519 | $128.1M | 68.7% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 435,528 | $23.5M | 12.6% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 376,088 | $20.3M | 10.9% | — |
| 4 | MORGAN STANLEY | 136,479 | $7.4M | 4.0% | TRIM -33.6% |
| 5 | WELLS FARGO & COMPANY/MN | 109,430 | $5.9M | 3.2% | — |
| 6 | FMR LLC | 7,465 | $403.1K | 0.2% | DOUBLED +130.1% |
| 7 | Cullen Capital Management, LLC | 6,681 | $360.8K | 0.2% | TRIM -40.8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 6,680 | $360.7K | 0.2% | ADD +63.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 3,244 | 7,465 | +130.1% | $403.1K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 4,080 | 6,680 | +63.7% | $360.7K | 2025-Q4 |
| UBS Group AG | ADD | 55,393 | 74,501 | +34.5% | $4.3M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 20,700 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 182,470 | 121,194 | -33.6% | $6.5M | 2025-Q1 |
| UBS Group AG | TRIM | 93,289 | 58,021 | -37.8% | $3.1M | 2025-Q1 |
| Cullen Capital Management, LLC | TRIM | 15,611 | 9,240 | -40.8% | $496.6K | 2025-Q1 |
| FMR LLC | ADD | 2,798 | 3,681 | +31.6% | $197.8K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 260,949 | 182,470 | -30.1% | $10.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 25,542 | 93,289 | +265.2% | $5.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 19,004 | — | $1.1M | 2024-Q4 |
| Cullen Capital Management, LLC | ADD | 8,362 | 15,611 | +86.7% | $880.5K | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 17,533 | 11,757 | -32.9% | $663.1K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 421,874 | — | $21.6M | 2024-Q3 |
| MORGAN STANLEY | ADD | 171,453 | 260,949 | +52.2% | $13.4M | 2024-Q3 |
8 unique insiders with 1 transactions. Net insider value: -$37.6K ($0.00 bought, $37.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 28, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | SELL | 625 | $60.20 | $37.6K |
| Apr 27, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | G | 200 | $0.00 | $0.00 |
| Apr 14, 2026 | Huffman Bridget | SEVP, Chief Risk Officer | M | 380 | $0.00 | $0.00 |
| Apr 14, 2026 | Huffman Bridget | SEVP, Chief Risk Officer | F | 168 | $58.30 | $9.8K |
| Apr 14, 2026 | DUMLAO TROY | EVP, Chief Accounting Officer | M | 380 | $0.00 | $0.00 |
| Apr 14, 2026 | Huffman Bridget | SEVP, Chief Risk Officer | M | 380 | $0.00 | $0.00 |
| Apr 14, 2026 | Handley Kevin L | Chief Credit Officer | M | 380 | $0.00 | $0.00 |
| Apr 14, 2026 | Handley Kevin L | Chief Credit Officer | F | 160 | $58.30 | $9.3K |
| Apr 14, 2026 | Handley Kevin L | Chief Credit Officer | M | 380 | $0.00 | $0.00 |
| Apr 14, 2026 | DUMLAO TROY | EVP, Chief Accounting Officer | F | 168 | $58.30 | $9.8K |
| Apr 14, 2026 | DUMLAO TROY | EVP, Chief Accounting Officer | M | 380 | $0.00 | $0.00 |
| Mar 4, 2026 | Handley Kevin L | Chief Credit Officer | A | 1,140 | $0.00 | $0.00 |
| Mar 4, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | A | 1,471 | $0.00 | $0.00 |
| Mar 4, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | A | 1,508 | $0.00 | $0.00 |
| Mar 4, 2026 | Huffman Bridget | SEVP, Chief Risk Officer | A | 1,323 | $0.00 | $0.00 |
| Mar 4, 2026 | DUMLAO TROY | EVP, Chief Accounting Officer | A | 836 | $0.00 | $0.00 |
| Mar 4, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | A | 1,845 | $0.00 | $0.00 |
| Mar 4, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | A | 2,888 | $0.00 | $0.00 |
| Mar 4, 2026 | LALLY JAMES BRIAN | CEO | A | 6,344 | $0.00 | $0.00 |
| Feb 24, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 24, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | M | 4,989 | $0.00 | $0.00 |
| Feb 24, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | M | 4,989 | $0.00 | $0.00 |
| Feb 24, 2026 | LALLY JAMES BRIAN | CEO | M | 7,982 | $0.00 | $0.00 |
| Feb 24, 2026 | LALLY JAMES BRIAN | CEO | M | 7,982 | $0.00 | $0.00 |
| Feb 24, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 24, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 24, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 24, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 24, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | M | 3,326 | $0.00 | $0.00 |
| Feb 10, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | M | 1,043 | $0.00 | $0.00 |
| Feb 10, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | F | 460 | $59.22 | $27.2K |
| Feb 10, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | A | 1,711 | $0.00 | $0.00 |
| Feb 10, 2026 | BAUCHE DOUGLAS | SEVP, Chief Banking Officer | M | 1,043 | $0.00 | $0.00 |
| Feb 10, 2026 | Handley Kevin L | Chief Credit Officer | M | 344 | $0.00 | $0.00 |
| Feb 10, 2026 | Handley Kevin L | Chief Credit Officer | F | 163 | $59.22 | $9.7K |
| Feb 10, 2026 | Handley Kevin L | Chief Credit Officer | A | 565 | $0.00 | $0.00 |
| Feb 10, 2026 | Handley Kevin L | Chief Credit Officer | M | 344 | $0.00 | $0.00 |
| Feb 10, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | M | 1,006 | $0.00 | $0.00 |
| Feb 10, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | F | 444 | $59.22 | $26.3K |
| Feb 10, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | A | 1,651 | $0.00 | $0.00 |
| Feb 10, 2026 | PONDER MARK G | SEVP, Chief Admin. Officer | M | 1,006 | $0.00 | $0.00 |
| Feb 10, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | M | 1,964 | $0.00 | $0.00 |
| Feb 10, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | F | 854 | $59.22 | $50.6K |
| Feb 10, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | A | 3,221 | $0.00 | $0.00 |
| Feb 10, 2026 | KEENE S TURNER | SEVP, Chief Financial Officer | M | 1,964 | $0.00 | $0.00 |
| Feb 10, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | M | 1,019 | $0.00 | $0.00 |
| Feb 10, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | F | 449 | $59.22 | $26.6K |
| Feb 10, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | A | 1,671 | $0.00 | $0.00 |
| Feb 10, 2026 | IANNACONE NICOLE M | SEVP, Chief Legal Officer | M | 1,019 | $0.00 | $0.00 |
| Feb 10, 2026 | DUMLAO TROY | EVP, Chief Accounting Officer | M | 361 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
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
+5.3% upside
Buy (3.00)
$64.00 Low
$67.00 High
| Metric | Value |
|---|---|
| Current Price | $62.47 |
| Target Low | $64.00 |
| Target Mean | $65.80 |
| Target Median | $66.00 |
| Target High | $67.00 |
| # Analysts | 5 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 2 | 6 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 3 | 5 | 3 | 0 | 0 | 73% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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