Trade

with

CoBiz Financial Inc
(NASDAQ: COBZ)
AdChoices
11.27
-0.19
-1.66%
After Hours :
11.27
0.00
0.00%

Open

11.56

Previous Close

11.46

Volume (Avg)

103.09k (72.16k)

Day's Range

11.15-11.75

52Wk Range

9.50-12.45

Market Cap.

458.11M

Dividend Rate (Yield )

- (1.24%)

Beta

1.25

Shares Outstanding

40.65M

P/E Ratio (EPS)

16.16 (0.70)

AdChoices
Financials
  • Income Statement
  • Balance Sheet
  • Cash Flow
Operating Income
40.79M
Operating Margin
32.22
Total Equity
-
Retained Earnings
-
Free Cashflow
-
Price/Cashflow
-
Ownership

Institutional Ownership

77.23%

Top 10 Institutions

40.32%

Mutual Fund Ownership

40.45%

Float

88.24%

5% / Insider Ownership

13.10%

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

  • T. Rowe Price Small Cap Value Fund

  •  

    2,868,600

  • -0.38

  • 7.06

  • Broadview Opportunity Fund

  •  

    1,047,746

  • 31.02

  • 2.58

  • Heartland Value Fund

  •  

    932,896

  • 24.39

  • 2.30

  • Goldman Sachs Small Cap Value

  •  

    769,379

  • 0.00

  • 1.89

  • William Blair Small Cap Value Fund

  •  

    604,829

  • -3.03

  • 1.49

  • Vanguard Total Stock Mkt Idx

  •  

    588,746

  • 0.00

  • 1.45

  • iShares Russell 2000 (AU)

  •  

    560,514

  • -1.00

  • 1.39

  • American Beacon Small Cap Value Fund

  •  

    559,567

  • 0.00

  • 1.38

  • Thrivent Partner Ser Small Cap Value

  •  

    420,000

  • 0.00

  • 1.03

  • Fidelity® Select Financial Services Port

  •  

    386,265

  • -6.67

  • 0.95

  • Institution Name

  • Shares Held

  • % Change

  • % Outstanding

  • T. Rowe Price Associates, Inc.

  •  

    3,948,297

  • +0.16%

  • 9.71

  • Banc Funds Co LLC

  •  

    2,044,932

  • -3.49%

  • 5.03

  • HSBC Holdings PLC

  •  

    1,661,237

  • 0.00%

  • 4.09

  • Dimensional Fund Advisors, Inc.

  •  

    1,493,877

  • -2.88%

  • 3.68

  • Blair William & Co

  •  

    1,375,615

  • +3.39%

  • 3.38

  • Fidelity Management and Research Company

  •  

    1,253,512

  • +9.16%

  • 3.08

  • Broadview Advisors, LLC

  •  

    1,182,122

  • +29.06%

  • 2.91

  • BlackRock Fund Advisors

  •  

    1,171,462

  • -0.01%

  • 2.88

  • Goldman Sachs Asset Management, L.P.

  •  

    1,153,899

  • +0.90%

  • 2.84

  • Vanguard Group, Inc.

  •  

    1,105,663

  • +0.25%

  • 2.72

Company Profile

Sector

Financial Services

Industry

Banks – Regional – US

Type

Cyclical

Style

Small Value

CoBiz Financial, Inc. was incorporated in Colorado on February 19, 1980. The Company is a diversified financial services company. Through its subsidiaries, it provides commercial banking services, wealth planning and investment manag...moreement, property and casualty insurance brokerage and employee benefits and investment banking services. The Company operates in five segments such as Commercial Banking, Investment Banking, Wealth Management, Insurance and Corporate Support and Other. The Company’s wholly owned subsidiary CoBiz Bank (the Bank) is a full-service business banking institution serving two markets, Colorado and Arizona. In Colorado, the Bank operates under the name Colorado Business Bank and has 12 locations, including 10 in the Denver metropolitan area, one in Boulder and two in the Vail are...morea. In Arizona, the Bank operates under the name Arizona Business Bank and has six locations serving the Phoenix metropolitan area and the surrounding area of Maricopa County. It is engaged in attracting and retaining quality personnel by maintaining an entrepreneurial culture and a decentralized business approach. CoBiz and its subsidiaries faces competition not only from other financial holding companies and commercial banks, but also from savings and loan associations, credit unions, finance companies, mortgage companies, leasing companies, insurance companies, investment advisors, mutual funds, securities brokers and dealers, investment banks, other domestic and foreign financial institutions, and various nonfinancial institutions. CoBiz is a financial holding company registered under the Bank Holding Company Act of 1956, as amended (the BHCA), and is subject to regulation, supervision and examination by the Board of Governors of the Federal Reserve System (FRB). The Commercial Banking segment consists of the operations of CoBiz Bank, a full-service business banking institution. Services provided include Commercial, Real Estate, and Private banking as well as treasury management, interest-rate hedging, and depository products. The Investment Banking segment consists of the operations of GMB, which provides middle-market companies with merger and acquisition advisory services, institutional private placements of debt and equity, and other strategic financial advisory services. The Wealth Management segment has included the operations of the trust department, CIM and FDL's wealth transfer business line. The Insurance segment includes the employee benefits and brokerage activities of CEB. CEB targets small- to mid-sized employers and offers group insurance and retirement plan design and consulting services. CoBiz Insurance, Inc. is a property and casualty (P&C) broker agency focusing on commercial and affluent individual lines of coverage. CoBiz and the Bank are regulated under federal, Colorado and Arizona law. These laws and regulations are intended to protect depositors, borrowers and federal deposit insurance funds, not shareholders of CoBiz.lessless

Key People

Steven Bangert

CEO/Chairman of the Board/Chairman of the Board, Subsidiary/Director

Mr. Scott Page

CEO, Subsidiary

Jonathan C. Lorenz

Chairman of the Board, Subsidiary

Lyne B. Andrich

CFO/Executive VP

Mr. David Pass

Chief Information Officer/Executive VP

Incorporated

1980

Employees

-

Send Feedback

We appreciate your input!

  • I'm having trouble signing into my Microsoft account

  • I’m having problems with the services stripe (Mail, Facebook, etc.)

  • There is an issue with my weather information

  • I see an error in the content

  • Other

Please give an overall site rating: