Event-Driven Stocks

ENTERPRISE BANCORP INC /MA/

EBTC

Financials · State Commercial Banks · MA · SEC filings ↗ · Compare ⊕

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Signs2 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY24FY23FY22FY21FY20FY19
Revenue
Operating income
Net income$38.7M$38.1M$42.7M$42.2M$31.5M$34.2M
Total assets$4.83B$4.47B$4.44B$4.45B$4.01B$3.24B
Total liabilities$4.47B$4.14B$4.16B$4.10B$3.68B$2.94B
Equity$360.7M$329.1M$282.3M$346.9M$334.4M$296.6M
EPS (diluted)$3.12$3.11$3.52$3.50$2.64$2.89
Shares out.12.3M12.1M12.1M12.0M11.8M11.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2024
Operating margin
Net margin
Return on equity
10.7%
Return on assets
0.8%
Return on capital (ROCE)
Liabilities / assets
92.5%
Debt / equity
12.38×
Book value / share
$29.38
Revenue growth (YoY)
Net income growth (YoY)
1.8%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2024
Accruals / assets
0.2%clean
Piotroski F-Score
4/6mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 warning2 good
  • High leverage (liabilities > 70% of assets)
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
0 acquisitions12 disposalsnet 46,634 shares · last 12
InsiderDateTypeSharesPrice
Szablak Chester J JrOfficer — EVP - Principal SubsidiaryJul 1, 2025Tax withholding1,237$39.64
Main Richard WOfficer — PresidentJul 1, 2025Tax withholding2,147$39.64
Lynch DavidOfficer — EVP - Principal SubsidiaryJul 1, 2025Tax withholding2,299$39.64
Lussier Joseph ROfficer — EVP &amp; CFOJul 1, 2025Tax withholding1,062$39.64
Larochelle Steven ROfficer — CEOJul 1, 2025Tax withholding5,372$39.64
Lally-Mcgurl MeaghanOfficer — EVP - Principal SubsidiaryJul 1, 2025Tax withholding678$39.64
Gabriel Jamie LOfficer — EVP- Principal SubsidiaryJul 1, 2025Tax withholding1,111$39.64
Duncan George LOfficer — ChairmanJul 1, 2025Tax withholding3,437$39.64
Covey SusanOfficer — EVP-Principal SubsidiaryJul 1, 2025Tax withholding1,099$39.64
Collins Brian MichaelOfficer — EVP-Principal SubsidiaryJul 1, 2025Tax withholding1,237$39.64
Bullock Brian HOfficer — EVP - Principal SubsidiaryJul 1, 2025Tax withholding1,237$39.64
Moloney Jacqueline FDirectorJul 1, 2025D25,718

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
Jun 30, 2025130,2224.3+17.2%
Jun 13, 2025111,0895.9+8.3%
May 30, 2025102,5335.2+1.9%
May 15, 2025100,6514.1-5.0%
Apr 30, 2025105,9815.1+4.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.