Trade

with

Boston Private Financial Holdings Inc
(NASDAQ: BPFH)
AdChoices
=
12.13
0.00
0.00%
After Hours :
12.13
0.00
0.00%

Open

12.13

Previous Close

12.13

Volume (Avg)

319.84k (463.71k)

Day's Range

12.09-12.20

52Wk Range

11.14-14.64

Market Cap.

975.43M

Dividend Rate (Yield )

0.32 (2.56%)

Beta

0.97

Shares Outstanding

80.41M

P/E Ratio (EPS)

15.48 (0.87)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Banks – Regional – US
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 310.36M

    • Net Income

    • 70.54M

    • Market Cap.

    • 975.43M

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 22.43

    • PEG (Price/Earnings Growth) Ratio

    • 0.78

    • Beta

    • 0.97

    • Forward P/E

    • 13.14

    • Price/Sales

    • 3.14

    • Price/Book Value

    • 1.59

    • Price/Cash flow

    • 31.95

      • EBITDA

      • 103.33M

      • Return on Capital %

      • 1.12

      • Return on Equity %

      • 11.76

      • Return on Assets %

      • 1.12

      • Book Value/Share

      • 7.64

      • Shares Outstanding

      • 80.41M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.08 (11/5/2014)

      • Dividend Declaration Date

      • 10/16/2014

      Analyst Recommendation
      10/21/2014
      Outperform
        • 1 Year Price Target

        • 14.00

        • Credit Rating

        • -

        • Analysts

        • 3

        • EPS Estimate

        • 0.93

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • -5.00

          • -0.66

          • Net Income

            YTD/YTD (last year)

          • 37.50

          • 7.93

          • Net Income

            Q/Q (last year)

          • 7.20

          • -2.61

          • Sales (Revenue)

            5-Year Annual Average

          • -6.38

          • -11.83

          • Net Income

            5-Year Annual Average

          • -

          • 6.49

          • Dividends

            5-Year Annual Average

          • 1.76

          • 33.22

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • -

            • -

            • Pre-Tax Margin

            • 34.07

            • 36.31

            • Net Profit Margin

            • 22.43

            • 25.32

            • Average Gross Margin

              5-Year Annual Average

            • -

            • -

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 13.50

            • 25.85

            • Average Net Profit Margin

              5-Year Annual Average

            • 5.30

            • 127.78B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.85

              • 0.74

              • Current Ratio

              • -

              • -

              • Quick Ratio

              • -

              • -

              • Interest Coverage

              • -

              • -

              • Leverage Ratio

              • 10.39

              • 8.88

              • Book Value/Share

              • 7.64

              • 19.98

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 15.31

                • 15.22

                • P/E Ratio 5-Year High

                • 18.69

                • 1,590.26

                • P/E Ratio 5-Year Low

                • 5.81

                • 247.77

                • Price/Sales Ratio

                • 3.10

                • 3.20

                • Price/Book Value

                • 1.57

                • 1.24

                • Price/Cash Flow Ratio

                • 31.95

                • 7.95

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 11.76

                    (3.10)

                  • 11.32

                    (9.64)

                  • Return on Assets %

                    (5-Year Average)

                  • 1.12

                    (0.30)

                  • 1.26

                    (0.99)

                  • Return on Capital %

                    (5-Year Average)

                  • 7.70

                    (-1.70)

                  • 5.43

                    (3.93)

                  • Income/Employee

                  • 95.23k

                  • 57.85k

                  • Inventory Turnover

                  • -

                  • -

                  • Asset Turnover

                  • 0.05

                  • 0.05

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  99.00M
                  Operating Margin
                  31.90
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  31.95
                  Ownership

                  Institutional Ownership

                  91.19%

                  Top 10 Institutions

                  43.34%

                  Mutual Fund Ownership

                  53.72%

                  Float

                  96.71%

                  5% / Insider Ownership

                  5.23%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Goldman Sachs Small Cap Value

                  •  

                    2,039,229

                  • 0.00

                  • 2.54

                  • Fidelity VIP Mid Cap Portfolio

                  •  

                    1,903,316

                  • 4.42

                  • 2.37

                  • Lord Abbett Small Cap Value Fund

                  •  

                    1,751,800

                  • -14.88

                  • 2.18

                  • SPDR® S&P Regional Banking ETF

                  •  

                    1,673,538

                  • 4.43

                  • 2.03

                  • iShares Core S&P Small-Cap (AU)

                  •  

                    1,626,850

                  • 0.57

                  • 1.97

                  • Delaware Small Cap Value Fund

                  •  

                    1,593,200

                  • 0.75

                  • 1.98

                  • Vanguard Small Cap Index

                  •  

                    1,327,542

                  • 0.20

                  • 1.65

                  • Vanguard Total Stock Mkt Idx

                  •  

                    1,231,111

                  • 0.00

                  • 1.53

                  • iShares Russell 2000 (AU)

                  •  

                    1,210,815

                  • -1.81

                  • 1.47

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Vanguard Group, Inc.

                  •  

                    5,023,746

                  • +1.56%

                  • 6.25

                  • Pyramis Global Advisors, LLC

                  •  

                    4,495,752

                  • +11.41%

                  • 5.59

                  • State Street Corp

                  •  

                    4,111,368

                  • +19.90%

                  • 5.11

                  • BlackRock Fund Advisors

                  •  

                    4,063,798

                  • -6.22%

                  • 5.05

                  • Dimensional Fund Advisors, Inc.

                  •  

                    3,638,833

                  • +4.94%

                  • 4.53

                  • Goldman Sachs Asset Management, L.P.

                  •  

                    3,048,323

                  • +1.64%

                  • 3.79

                  • Banc Funds Co LLC

                  •  

                    2,761,363

                  • -0.84%

                  • 3.43

                  • Fidelity Management and Research Company

                  •  

                    2,696,333

                  • +13.55%

                  • 3.35

                  • Wellington Management Company, LLP

                  •  

                    2,515,705

                  • +3,393.55%

                  • 3.13

                  • Delaware Management Business Trust

                  •  

                    2,502,420

                  • +2.43%

                  • 3.11

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Banks – Regional – US

                  Type

                  Cyclical

                  Style

                  Small Value

                  Boston Private Financial Holdings Inc was incorporated on September 2, 1987, under the laws of The Commonwealth of Massachusetts. It is a wealth management company that offers various wealth management services to high net worth indi...moreviduals, families, businesses, and select institutions through its three functional segments: Private Banking, Investment Management, and Wealth Advisory. The Private Banking segment has one affiliate, Boston Private Bank, a trust company chartered by The Commonwealth of Massachusetts and insured by the FDIC. The Private Banking segment mainly operates in three geographic markets: New England, San Francisco Bay, and Southern California. The Company currently conducts business under the name of Boston Private Bank & Trust Company in all of its markets. The Company is an a...morective provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Investment Management segment has two affiliates: Dalton, Greiner, Hartman, Maher & Co., LLC and Anchor Capital Advisors LLC, both of which are registered investment advisers (together, DGHM and Anchor are referred to as the ‘Investment Managers’). The Investment Managers serve the needs of pension funds, endowments, trusts, foundations and select institutions, mutual funds and high net worth individuals and their families throughout the United States and abroad. The Investment Managers are located in New England and New York, with one affiliate administrative office in South Florida. The Wealth Advisory segment has two affiliates: KLS Professional Advisors Group, LLC and Bingham, Osborn & Scarborough, LLC, both of which are wealth management firms and registered investment advisers (together, the ‘Wealth Advisors’). The Wealth Advisors provide comprehensive, planning-based financial strategies to high net worth individuals and their families, and non-profit institutions. The Wealth Advisors are located in New York, Southern California, and Northern California. The Company competes with national and regional commercial banking organizations, savings banks, credit unions, other financial institutions, non-bank financial service companies, trust companies, mutual fund companies and law firms. As a bank holding company, the Company is subject to regulation, supervision and examination by the Federal Reserve under the BHCA. The Company’s investment management and wealth advisory subsidiaries are subject to extensive regulation by the SEC, the Financial Industry Regulatory Authority and state securities regulators.lessless

                  Key People

                  Mr. Clayton G. Deutsch

                  CEO/Director/President

                  Mr. Mark D. Thompson

                  CEO, Subsidiary/President, Subsidiary

                  Stephen M. Waters

                  Chairman of the Board/Director

                  David J. Kaye

                  CFO/Executive VP/Treasurer

                  Margaret W. Chambers

                  Executive VP/General Counsel/Secretary/Secretary, Subsidiary

                  • Boston Private Financial Holdings Inc

                  • Ten Post Office Square

                  • Boston, MA 02109

                  • USA.Map

                  • Phone: +1 617 912-1900

                  • Fax: +1 617 912-4511

                  • bostonprivate.com

                  Incorporated

                  1987

                  Employees

                  781

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