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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.18
BPFH's Cash to Debt is ranked lower than
87% of the 1188 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.15 vs. BPFH: 0.18 )
Ranked among companies with meaningful Cash to Debt only.
BPFH' s Cash to Debt Range Over the Past 10 Years
Min: 0.07  Med: 0.23 Max: No Debt
Current: 0.18
Equity to Asset 0.10
BPFH's Equity to Asset is ranked higher than
51% of the 1677 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.10 vs. BPFH: 0.10 )
Ranked among companies with meaningful Equity to Asset only.
BPFH' s Equity to Asset Range Over the Past 10 Years
Min: 0.06  Med: 0.09 Max: 0.11
Current: 0.1
0.06
0.11
Interest Coverage 3.28
BPFH's Interest Coverage is ranked higher than
70% of the 1565 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.64 vs. BPFH: 3.28 )
Ranked among companies with meaningful Interest Coverage only.
BPFH' s Interest Coverage Range Over the Past 10 Years
Min: 0.12  Med: 1.37 Max: 3.68
Current: 3.28
0.12
3.68
F-Score: 3
M-Score: -2.54
WACC vs ROIC
7.44%
5.07%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 26.24
BPFH's Operating margin (%) is ranked lower than
64% of the 1693 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 31.14 vs. BPFH: 26.24 )
Ranked among companies with meaningful Operating margin (%) only.
BPFH' s Operating margin (%) Range Over the Past 10 Years
Min: -105.09  Med: 19.94 Max: 31.9
Current: 26.24
-105.09
31.9
Net-margin (%) 18.47
BPFH's Net-margin (%) is ranked lower than
65% of the 1694 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 22.52 vs. BPFH: 18.47 )
Ranked among companies with meaningful Net-margin (%) only.
BPFH' s Net-margin (%) Range Over the Past 10 Years
Min: -90.09  Med: 14.33 Max: 22.73
Current: 18.47
-90.09
22.73
ROE (%) 8.38
BPFH's ROE (%) is ranked higher than
50% of the 1689 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 8.37 vs. BPFH: 8.38 )
Ranked among companies with meaningful ROE (%) only.
BPFH' s ROE (%) Range Over the Past 10 Years
Min: -59.46  Med: 7.57 Max: 9.61
Current: 8.38
-59.46
9.61
ROA (%) 0.89
BPFH's ROA (%) is ranked higher than
51% of the 1698 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.89 vs. BPFH: 0.89 )
Ranked among companies with meaningful ROA (%) only.
BPFH' s ROA (%) Range Over the Past 10 Years
Min: -5.51  Med: 0.75 Max: 1.09
Current: 0.89
-5.51
1.09
Revenue Growth (3Y)(%) 2.50
BPFH's Revenue Growth (3Y)(%) is ranked lower than
51% of the 1391 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.70 vs. BPFH: 2.50 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
BPFH' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -27  Med: 9.70 Max: 23
Current: 2.5
-27
23
EBITDA Growth (3Y)(%) 1.10
BPFH's EBITDA Growth (3Y)(%) is ranked lower than
65% of the 1291 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 5.90 vs. BPFH: 1.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
BPFH' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -42.7  Med: 15.00 Max: 28.5
Current: 1.1
-42.7
28.5
EPS Growth (3Y)(%) 8.30
BPFH's EPS Growth (3Y)(%) is ranked higher than
53% of the 1270 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.40 vs. BPFH: 8.30 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
BPFH' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -54.6  Med: 12.40 Max: 31.8
Current: 8.3
-54.6
31.8
» BPFH's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-07-16)


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q2 2015

BPFH Guru Trades in Q2 2015

Paul Tudor Jones 61,251 sh (+40.43%)
Mario Gabelli 923,905 sh (+35.87%)
Jim Simons 280,700 sh (+14.20%)
Barrow, Hanley, Mewhinney & Strauss 86,383 sh (+5.42%)
RS Investment Management Sold Out
Chuck Royce 1,754,890 sh (-0.57%)
» More
Q3 2015

BPFH Guru Trades in Q3 2015

Jim Simons 374,700 sh (+33.49%)
Mario Gabelli 1,138,600 sh (+23.24%)
Chuck Royce 1,771,290 sh (+0.93%)
Barrow, Hanley, Mewhinney & Strauss Sold Out
Paul Tudor Jones Sold Out
» More
Q4 2015

BPFH Guru Trades in Q4 2015

Jim Simons 606,300 sh (+61.81%)
Mario Gabelli 1,302,500 sh (+14.39%)
Chuck Royce 1,779,990 sh (+0.49%)
» More
Q1 2016

BPFH Guru Trades in Q1 2016

Jim Simons 824,200 sh (+35.94%)
Mario Gabelli 1,352,500 sh (+3.84%)
Chuck Royce 1,762,490 sh (-0.98%)
» More
» Details

Insider Trades

Latest Guru Trades with BPFH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Preferred stocks of Boston Private Financial Holdings Inc

SymbolPriceYieldDescription
BPFHP25.806.73Deposit Shs Repr 1/40th Non-Cum Perp Pfd Shs Series -D-

Business Description

Industry: Banks » Banks - Regional - US
Compare:NAS:BBCN, NAS:FIBK, NAS:LTXB, NAS:WSBC, NAS:NBTB, NAS:OPB » details
Traded in other countries:BP8.Germany,
Boston Private Financial Holdings Inc is a wealth management company that offers various wealth management services to high net worth individuals, families, businesses and select institution.

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 individuals, 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 active 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.

Ratios

vs
industry
vs
history
P/E(ttm) 16.80
BPFH's P/E(ttm) is ranked lower than
70% of the 1632 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 12.48 vs. BPFH: 16.80 )
Ranked among companies with meaningful P/E(ttm) only.
BPFH' s P/E(ttm) Range Over the Past 10 Years
Min: 13.22  Med: 17.97 Max: 411.88
Current: 16.8
13.22
411.88
Forward P/E 14.99
BPFH's Forward P/E is ranked lower than
86% of the 399 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 11.51 vs. BPFH: 14.99 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 18.54
BPFH's PE(NRI) is ranked lower than
76% of the 1590 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 12.53 vs. BPFH: 18.54 )
Ranked among companies with meaningful PE(NRI) only.
BPFH' s PE(NRI) Range Over the Past 10 Years
Min: 14.51  Med: 20.17 Max: 947.33
Current: 18.54
14.51
947.33
Price/Owner Earnings (ttm) 14.04
BPFH's Price/Owner Earnings (ttm) is ranked lower than
60% of the 871 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 11.93 vs. BPFH: 14.04 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
BPFH' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 4.14  Med: 15.58 Max: 125.54
Current: 14.04
4.14
125.54
P/B 1.45
BPFH's P/B is ranked lower than
75% of the 1697 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.03 vs. BPFH: 1.45 )
Ranked among companies with meaningful P/B only.
BPFH' s P/B Range Over the Past 10 Years
Min: 0.32  Med: 1.41 Max: 2.33
Current: 1.45
0.32
2.33
P/S 2.99
BPFH's P/S is ranked higher than
50% of the 1697 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 2.92 vs. BPFH: 2.99 )
Ranked among companies with meaningful P/S only.
BPFH' s P/S Range Over the Past 10 Years
Min: 0.37  Med: 2.66 Max: 4.06
Current: 2.99
0.37
4.06
PFCF 14.25
BPFH's PFCF is ranked lower than
69% of the 907 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 9.99 vs. BPFH: 14.25 )
Ranked among companies with meaningful PFCF only.
BPFH' s PFCF Range Over the Past 10 Years
Min: 1.43  Med: 14.24 Max: 260.51
Current: 14.25
1.43
260.51
POCF 17.30
BPFH's POCF is ranked lower than
85% of the 1010 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 8.81 vs. BPFH: 17.30 )
Ranked among companies with meaningful POCF only.
BPFH' s POCF Range Over the Past 10 Years
Min: 1.4  Med: 15.65 Max: 82.6
Current: 17.3
1.4
82.6
EV-to-EBIT 17.55
BPFH's EV-to-EBIT is ranked lower than
67% of the 1568 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 12.90 vs. BPFH: 17.55 )
Ranked among companies with meaningful EV-to-EBIT only.
BPFH' s EV-to-EBIT Range Over the Past 10 Years
Min: -3359.6  Med: 17.10 Max: 103.9
Current: 17.55
-3359.6
103.9
EV-to-EBITDA 16.70
BPFH's EV-to-EBITDA is ranked lower than
69% of the 1571 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 11.75 vs. BPFH: 16.70 )
Ranked among companies with meaningful EV-to-EBITDA only.
BPFH' s EV-to-EBITDA Range Over the Past 10 Years
Min: -214.3  Med: 15.90 Max: 178.6
Current: 16.7
-214.3
178.6

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.07
BPFH's Dividend Yield is ranked higher than
54% of the 2261 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.05 vs. BPFH: 3.07 )
Ranked among companies with meaningful Dividend Yield only.
BPFH' s Dividend Yield Range Over the Past 10 Years
Min: 0.39  Med: 1.13 Max: 8.73
Current: 3.07
0.39
8.73
Dividend Payout 0.56
BPFH's Dividend Payout is ranked lower than
63% of the 1315 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.33 vs. BPFH: 0.56 )
Ranked among companies with meaningful Dividend Payout only.
BPFH' s Dividend Payout Range Over the Past 10 Years
Min: 0.02  Med: 0.21 Max: 1
Current: 0.56
0.02
1
Dividend Growth (3y) 108.00
BPFH's Dividend Growth (3y) is ranked higher than
99% of the 749 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.70 vs. BPFH: 108.00 )
Ranked among companies with meaningful Dividend Growth (3y) only.
BPFH' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 0.00 Max: 108
Current: 108
0
108
Forward Dividend Yield 3.29
BPFH's Forward Dividend Yield is ranked higher than
51% of the 2133 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.23 vs. BPFH: 3.29 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 46.48
BPFH's Yield on cost (5-Year) is ranked higher than
99% of the 2524 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 3.53 vs. BPFH: 46.48 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
BPFH' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 5.91  Med: 17.11 Max: 132.18
Current: 46.48
5.91
132.18
3-Year Average Share Buyback Ratio -1.90
BPFH's 3-Year Average Share Buyback Ratio is ranked higher than
50% of the 1070 Companies
in the Global Banks - Regional - US industry.

( Industry Median: -1.90 vs. BPFH: -1.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
BPFH' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -27.4  Med: -13.60 Max: -1.5
Current: -1.9
-27.4
-1.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.97
BPFH's Price/Tangible Book is ranked lower than
83% of the 1698 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.10 vs. BPFH: 1.97 )
Ranked among companies with meaningful Price/Tangible Book only.
BPFH' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.74  Med: 2.52 Max: 6.83
Current: 1.97
0.74
6.83
Price/Projected FCF 1.01
BPFH's Price/Projected FCF is ranked lower than
79% of the 897 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.65 vs. BPFH: 1.01 )
Ranked among companies with meaningful Price/Projected FCF only.
BPFH' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.19  Med: 1.07 Max: 8.8
Current: 1.01
0.19
8.8
Price/Median PS Value 1.12
BPFH's Price/Median PS Value is ranked lower than
65% of the 1617 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 1.00 vs. BPFH: 1.12 )
Ranked among companies with meaningful Price/Median PS Value only.
BPFH' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.19  Med: 1.07 Max: 2.1
Current: 1.12
0.19
2.1
Price/Graham Number 1.27
BPFH's Price/Graham Number is ranked lower than
82% of the 1517 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 0.83 vs. BPFH: 1.27 )
Ranked among companies with meaningful Price/Graham Number only.
BPFH' s Price/Graham Number Range Over the Past 10 Years
Min: 0.75  Med: 1.61 Max: 14.1
Current: 1.27
0.75
14.1
Earnings Yield (Greenblatt) (%) 5.73
BPFH's Earnings Yield (Greenblatt) (%) is ranked lower than
59% of the 1722 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 7.12 vs. BPFH: 5.73 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
BPFH' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 1  Med: 4.80 Max: 17.9
Current: 5.73
1
17.9
Forward Rate of Return (Yacktman) (%) 6.56
BPFH's Forward Rate of Return (Yacktman) (%) is ranked lower than
67% of the 861 Companies
in the Global Banks - Regional - US industry.

( Industry Median: 12.71 vs. BPFH: 6.56 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
BPFH' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: 4.2  Med: 21.05 Max: 63.5
Current: 6.56
4.2
63.5

More Statistics

Revenue (TTM) (Mil) $347.4
EPS (TTM) $ 0.74
Beta1.01
Short Percentage of Float3.89%
52-Week Range $9.34 - 13.82
Shares Outstanding (Mil)82.94

Analyst Estimate

Dec16 Dec17
Revenue (Mil $)
EPS ($) 0.76 0.81
EPS without NRI ($) 0.76 0.81
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
» More Articles for BPFH

Headlines

Articles On GuruFocus.com
Weekly CEO Buys Highlight: KMI, GBDC, HAFC, BPFH, MTDR Sep 16 2013 
My 3 Favorite Stocks With Dividend Growth From Last Week Jul 21 2013 
The Best-Yielding Ex-Dividend Stocks on Feb. 12, 2013 Feb 11 2013 
50 Stocks with Fastest Dividend Growth in January 2013 Jan 30 2013 
My 4 Favorites of the 32 Stocks with Dividend Growth from Last Week Jan 20 2013 
Weekly CEO Buys Highlight: SUNS, LIWA, BPFH, HBAN, VVTV May 29 2011 
Boston Private Financial Holdings Inc. Reports Operating Results (10-K) Mar 11 2011 
Boston Private Financial Holdings Inc. (BPFH) CEO Clayton Deutsch buys 20,000 Shares Nov 17 2010 
Boston Private Financial Holdings Inc. (BPFH) CFO David J. Kaye buys 1,000 Shares Nov 05 2010 
Boston Private Financial Holdings Inc. Reports Operating Results (10-Q) Nov 05 2010 

More From Other Websites
Life Is Good Co-founder and CEO Bert Jacobs to Keynote Boston Private's Third Annual Private... May 18 2016
ETF’s with exposure to Boston Private Financial Holdings, Inc. : May 18, 2016 May 17 2016
Boston Private Financial Holdings, Inc. breached its 50 day moving average in a Bearish Manner :... May 16 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Financials May 12 2016
Boston Private Announces Southern California Expansion With New Downtown Los Angeles Location May 09 2016
Boston Private Announces Southern California Expansion With New Downtown Los Angeles Location May 09 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 10-Q, Quarterly Report May 05 2016
Boston Private Wealth undergoes another management change May 03 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Other Events May 03 2016
ETF’s with exposure to Boston Private Financial Holdings, Inc. : April 27, 2016 Apr 27 2016
Boston Private Financial Holdings, Inc. :BPFH-US: Earnings Analysis: Q4, 2015 By the Numbers Apr 26 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Regulation FD Disclosure Apr 25 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Change in Directors or Principal Officers,... Apr 22 2016
Boston Private’s struggles continue with loss of six large clients Apr 21 2016
Edited Transcript of BPFH earnings conference call or presentation 21-Apr-16 12:00pm GMT Apr 21 2016
Boston Private Financial posts 1Q profit Apr 20 2016
Boston Private Financial posts 1Q profit Apr 20 2016
Boston Private Financial Holdings, Inc. Reports First Quarter 2016 Results Apr 20 2016
BOSTON PRIVATE FINANCIAL HOLDINGS INC Files SEC form 8-K, Results of Operations and Financial... Apr 20 2016
Boston Private Financial Holdings, Inc. Reports First Quarter 2016 Results Apr 20 2016

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