Event-Driven Stocks

BOSTON PRIVATE FINANCIAL HOLDINGS INC

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

Signs2 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY20FY19FY18FY17FY16FY13
Revenue$78.8M$83.6M$384.6M$378.7M$359.2M$310.4M
Operating income
Net income$800,000$19.4M$80.4M$40.6M$71.6M$13.2M
Total assets$10.05B$8.83B$8.49B$8.31B$7.97B$6.44B
Total liabilities$9.18B$8.01B$7.74B$7.51B$5.78B
Equity$868.0M$819.0M$754.0M$780.8M$768.5M$633.5M
EPS (diluted)$0.01$0.25$0.92$0.42$0.81$0.15
Shares out.83.4M83.8M83.7M84.2M83.2M79.0M

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

Key ratios

from filings · FY2020
Operating margin
Net margin
1.0%
Return on equity
0.1%
Return on assets
0.0%
Return on capital (ROCE)
Liabilities / assets
91.4%
Debt / equity
10.58×
Book value / share
$10.41
Revenue growth (YoY)
−5.8%
Net income growth (YoY)
−95.9%

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 · FY2020
Accruals / assets
0.6%clean
Piotroski F-Score
4/7mixed

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
57
/ 100
Profitability 100Growth 0Catalyst 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

2 warning2 good
  • Revenue declined year-over-year
  • 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.

Insider transactions

SEC Form 4 · most recent
0 acquisitions1 disposalsnet 3,355 shares · last 1
InsiderDateTypeSharesPrice
Almy MauraOfficer — EVPJul 1, 2021D3,355$0.00

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.

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)

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