Enterprise Bancorp Ownership
| EBTC Stock | USD 24.43 0.19 0.78% |
Shares in Circulation | First Issued 2000-03-31 | Previous Quarter 12.3 M | Current Value 12.3 M | Avarage Shares Outstanding 10.3 M | Quarterly Volatility 2.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Enterprise |
Enterprise Stock Ownership Analysis
About 20.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.87. Some equities with similar Price to Book (P/B) outperform the market in the long run. Enterprise Bancorp last dividend was issued on the 10th of May 2024. The entity had 2:1 split on the 3rd of July 2006. Enterprise Bancorp, Inc. operates as the holding company of Enterprise Bank and Trust Company that provides commercial banking products and services. The company was founded in 1989 and is headquartered in Lowell, Massachusetts. Enterprise Bancorp operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 536 people. To learn more about Enterprise Bancorp call John Clancy at 978 459 9000 or check out https://www.enterprisebanking.com.Besides selling stocks to institutional investors, Enterprise Bancorp also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Enterprise Bancorp's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Enterprise Bancorp's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Enterprise Bancorp Quarterly Liabilities And Stockholders Equity |
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Enterprise Bancorp Insider Trades History
About 20.0% of Enterprise Bancorp are currently held by insiders. Unlike Enterprise Bancorp's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Enterprise Bancorp's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Enterprise Bancorp's insider trades
Enterprise Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Enterprise Bancorp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Enterprise Bancorp backward and forwards among themselves. Enterprise Bancorp's institutional investor refers to the entity that pools money to purchase Enterprise Bancorp's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bridgeway Capital Management, Llc | 2023-12-31 | 86.6 K | Advisory Services Network, Llc | 2023-12-31 | 85.3 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 54.1 K | Empowered Funds, Llc | 2023-12-31 | 47.2 K | Goldman Sachs Group Inc | 2023-12-31 | 41.8 K | Bhz Capital Management, Lp. | 2023-12-31 | 37.3 K | Bank Of New York Mellon Corp | 2023-12-31 | 36.5 K | Panagora Asset Management Inc | 2023-12-31 | 36 K | Foster Dykema Cabot & Co Inc | 2023-09-30 | 31.3 K | Blackrock Inc | 2023-12-31 | 783.2 K | Vanguard Group Inc | 2023-12-31 | 434.7 K |
Enterprise Bancorp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Enterprise Bancorp insiders, such as employees or executives, is commonly permitted as long as it does not rely on Enterprise Bancorp's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Enterprise Bancorp insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Enterprise Bancorp Corporate Filings
8K | 23rd of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 10th of April 2024 Other Reports | ViewVerify | |
| 3rd of April 2024 Other Reports | ViewVerify | |
F3 | 29th of March 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Enterprise Bancorp in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Enterprise Bancorp's short interest history, or implied volatility extrapolated from Enterprise Bancorp options trading.
Pair Trading with Enterprise Bancorp
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Enterprise Bancorp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Enterprise Bancorp will appreciate offsetting losses from the drop in the long position's value.Moving together with Enterprise Stock
| 0.78 | AX | Axos Financial Earnings Call This Week | PairCorr |
| 0.78 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
Moving against Enterprise Stock
| 0.85 | TECTP | Tectonic Financial | PairCorr |
| 0.84 | DB | Deutsche Bank AG Earnings Call Tomorrow | PairCorr |
| 0.79 | CFG-PD | Citizens Financial | PairCorr |
| 0.73 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
| 0.56 | KB | KB Financial Group Earnings Call Tomorrow | PairCorr |
The ability to find closely correlated positions to Enterprise Bancorp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Enterprise Bancorp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Enterprise Bancorp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Enterprise Bancorp to buy it.
The correlation of Enterprise Bancorp is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Enterprise Bancorp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Enterprise Bancorp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Enterprise Bancorp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Enterprise Bancorp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. For information on how to trade Enterprise Stock refer to our How to Trade Enterprise Stock guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Complementary Tools for Enterprise Stock analysis
When running Enterprise Bancorp's price analysis, check to measure Enterprise Bancorp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Enterprise Bancorp is operating at the current time. Most of Enterprise Bancorp's value examination focuses on studying past and present price action to predict the probability of Enterprise Bancorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Enterprise Bancorp's price. Additionally, you may evaluate how the addition of Enterprise Bancorp to your portfolios can decrease your overall portfolio volatility.
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Is Enterprise Bancorp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Enterprise Bancorp. If investors know Enterprise will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Enterprise Bancorp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.36) | Dividend Share 0.92 | Earnings Share 3.11 | Revenue Per Share 13.208 | Quarterly Revenue Growth (0.11) |
The market value of Enterprise Bancorp is measured differently than its book value, which is the value of Enterprise that is recorded on the company's balance sheet. Investors also form their own opinion of Enterprise Bancorp's value that differs from its market value or its book value, called intrinsic value, which is Enterprise Bancorp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Enterprise Bancorp's market value can be influenced by many factors that don't directly affect Enterprise Bancorp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Enterprise Bancorp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Enterprise Bancorp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Enterprise Bancorp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.