This is a routine investor presentation with no new material information. Monitor upcoming quarterly filings for any changes in loan growth, net interest margin trends, or credit quality metrics.
Price Chart
Executive Summary
Enterprise Financial Services Corp filed an 8-K to furnish an investor presentation (Exhibit 99.1) for meetings with investors and analysts. The presentation highlights the company's financial position as of Q3 2026, including $17.8B in total assets, a 10-year CAGR of tangible book value per share of 8.5%, and an adjusted ROATCE of 11.44% year-to-date. The filing is a routine Regulation FD disclosure with no new material financial events or guidance changes.
Key Facts
- Total assets of $17.8B as of September 30, 2026
- Tangible common equity to tangible assets ratio of 8.13%
- 10-year CAGR of tangible book value per share of 8.5%
- Adjusted ROATCE of 11.44% year-to-date through Q3 2026
- Net income (GAAP) of $132.7 million for the nine months ended September 30, 2026
- Pre-provision net revenue (non-GAAP) of $213.2 million for the nine months ended September 30, 2026
- Returned $34.0 million to stockholders through common stock repurchases in Q3 2026 (525,767 shares at average price of $64.74)
- Issued $175 million aggregate principal amount of 6.25% fixed-to-floating rate subordinated notes during Q2 2026
- Net charge-offs of $11.0 million in Q3 2026
- Nonperforming loans to total loans ratio of 0.71% as of Q3 2026
Financial Impact
No new material financial impact; presentation summarizes existing Q3 2026 data with no guidance changes or preliminary results.
Risk Factors
- Forward-looking statements in the presentation are subject to risks including interest rate changes, credit risk, and economic conditions.
- Non-GAAP financial measures are used; investors should review GAAP reconciliations.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001025835-26-000187 |
| Document: efsc-20261028.htm | 0001025835-26-000187 |
| Document: 0001025835-26-000187-index-headers.html | 0001025835-26-000187 |
| Document: 0001025835-26-000187-index.html | 0001025835-26-000187 |
| Document: 0001025835-26-000187.txt | 0001025835-26-000187 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 today | SC 13G/A | $61.91 | awaiting T+5 | awaiting T+5 | $61.81 (−0.16%) |
Oct 28, 2026 2d ago | 8-K | $62.48 | awaiting T+5 | awaiting T+5 | $61.81 (−1.07%) |
Oct 21, 2026 9d ago | 8-K | $61.01 $62.48 | ▼ −2.41% | ▼ −1.70% | $61.81 (−1.31%) |
Oct 8, 2026 22d ago | SC 13G/A | $59.33 $59.27 | ▼ −0.10% | ▲ +0.18% | $61.81 (+4.18%) |
Jul 27, 2026 13w ago | 8-K | $66.72 $66.80 | ▲ +0.12% | ▼ −2.15% | $61.81 (−7.36%) |
Jun 17, 2026 19w ago | 8-K | $62.11 $65.52 | ▲ +5.49% | ▲ +7.16% | $61.81 (−0.48%) |
Jun 12, 2026 20w ago | 424B5 | $64.19 $62.11 | ▼ −3.24% | ▼ −3.91% | $61.81 (−3.71%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers