SVB Financial Group NewsMore News
SVB Financial Group Analyst Opinions
- All
- Buy
- Hold
- Sell
Date | Analyst | Rating | Price | |||
---|---|---|---|---|---|---|
03/13/23 | Wells Fargo & Co | Downgraded to Buy | gut | |||
03/10/23 | Raymond James Financial, Inc. | Downgraded to Hold | neutral | |||
03/10/23 | Wolfe Research | Downgraded to Hold | neutral | |||
03/09/23 | Wedbush Morgan Securities Inc. | Maintained Hold | $200 | neutral | ||
03/09/23 | Piper Sandler | Maintained Buy | $195 | gut | ||
03/09/23 | J.P. Morgan | Maintained Buy | $270 | gut | ||
03/09/23 | Wells Fargo & Co | Maintained Buy | $300 | gut | ||
03/03/23 | Goldman Sachs | Maintained Buy | $312 | gut | ||
02/15/23 | Wells Fargo & Co | Maintained Buy | $350 | gut | ||
02/03/23 | Raymond James Financial, Inc. | Maintained Buy | $375 | gut | ||
01/23/23 | Maxim Group | Maintained Buy | $500 | gut | ||
01/20/23 | Raymond James Financial, Inc. | Maintained Buy | $285 | gut | ||
01/03/23 | Barclays Capital | Maintained Hold | $308 | neutral | ||
12/22/22 | Raymond James Financial, Inc. | Maintained Buy | $260 | gut | ||
12/16/22 | Morgan Stanley | Maintained Sell | $190 | schlecht | ||
12/15/22 | Wells Fargo & Co | Maintained Buy | $300 | gut | ||
12/13/22 | J.P. Morgan | Maintained Buy | $275 | gut | ||
12/07/22 | Piper Sandler | Maintained Hold | $220 | neutral | ||
12/06/22 | Morgan Stanley | Downgraded to Sell | $186 | schlecht | ||
10/24/22 | Morgan Stanley | Maintained Hold | $253 | neutral | ||
10/21/22 | Wedbush Morgan Securities Inc. | Maintained Hold | $275 | neutral | ||
10/21/22 | RBC Capital Markets | Maintained Buy | $350 | gut | ||
10/21/22 | Wells Fargo & Co | Maintained Buy | $400 | gut | ||
10/21/22 | Raymond James Financial, Inc. | Maintained Buy | $345 | gut | ||
10/21/22 | Barclays Capital | Maintained Hold | $411 | neutral | ||
10/21/22 | Piper Sandler | Downgraded to Hold | $265 | neutral | ||
10/06/22 | Wells Fargo & Co | Maintained Buy | $450 | gut | ||
10/05/22 | Morgan Stanley | Downgraded to Hold | $351 | neutral | ||
09/30/22 | Goldman Sachs | Maintained Buy | $360 | gut | ||
09/13/22 | RBC Capital Markets | Maintained Buy | $495 | gut | ||
07/27/22 | UBS | Maintained Hold | $430 | neutral | ||
07/25/22 | Maxim Group | Maintained Buy | $900 | gut | ||
07/25/22 | Barclays Capital | Maintained Hold | $638 | neutral | ||
07/25/22 | Evercore | Upgraded to Buy | $430 | gut | ||
07/22/22 | Keefe, Bruyette & Woods, Inc. | Downgraded to Hold | neutral | |||
07/22/22 | Piper Sandler | Maintained Buy | $500 | gut | ||
07/22/22 | Morgan Stanley | Maintained Buy | $493 | gut | ||
07/22/22 | Raymond James Financial, Inc. | Maintained Buy | $480 | gut | ||
07/12/22 | Morgan Stanley | Maintained Buy | $523 | gut | ||
07/07/22 | Raymond James Financial, Inc. | Maintained Buy | $565 | gut | ||
07/01/22 | J.P. Morgan | Maintained Buy | $650 | gut | ||
06/30/22 | Wedbush Morgan Securities Inc. | Downgraded to Hold | neutral | |||
06/13/22 | Jefferies & Company Inc. | Maintained Buy | $534 | gut | ||
05/31/22 | Goldman Sachs | Maintained Buy | $554.5 | gut | ||
05/27/22 | Raymond James Financial, Inc. | Maintained Buy | $620 | gut |
SVB Financial Group Estimates* in USD
2024 | 2025 | 2026 | |
---|---|---|---|
Revenue | 6,632 | 7,763 | - |
Dividend | 0.00 | 0.00 | - |
Dividend Yield (in %) | 0.00 % | 0.00 % | - |
EPS | 19.85 | 24.93 | - |
P/E Ratio | 0.00 | 0.00 | - |
EBIT | 2,590 | - | - |
EBITDA | - | - | - |
Net Profit | 1,398 | 1,676 | - |
Net Profit Adjusted | 1,455 | - | - |
Pre-Tax Profit | 2,323 | 2,475 | 771 |
Net Profit (Adjusted) | 2,112 | - | - |
EPS (Non-GAAP) ex. SOE | 19.85 | 24.93 | - |
EPS (GAAP) | 24.00 | 31.00 | - |
Gross Income | - | - | - |
Cash Flow from Investing | - | - | - |
Cash Flow from Operations | - | - | - |
Cash Flow from Financing | - | - | - |
Cash Flow per Share | - | - | - |
Free Cash Flow | - | - | - |
Free Cash Flow per Share | - | - | - |
Book Value per Share | 220.49 | 266.48 | - |
Net Debt | - | - | - |
Research & Development Exp. | 86 | - | - |
Capital Expenditure | - | - | - |
Selling, General & Admin. Exp. | - | - | - |
Shareholder’s Equity | 14,990 | - | - |
Total Assets | 235,256 | - | - |
Previous Quarter | Current Quarter ending 06/30/24 | Next Quarter ending 09/30/24 | Current Year ending 12/31/24 | Next Year ending 12/31/25 | |
---|---|---|---|---|---|
Earnings Estimates | |||||
No. of Analysts | - | 1 | 1 | 1 | 1 |
Average Estimate | - | 4.177 USD | 3.491 USD | 19.850 USD | 24.930 USD |
Year Ago | - | - | - | - | 19.850 USD |
Publish Date | - | 7/25/2024 | 10/24/2024 | - | - |
Revenue Estimates | |||||
No. of Analysts | - | 1 | 1 | 1 | 1 |
Average Estimate | - | 1,358 USD | 1,385 USD | 6,632 USD | 7,763 USD |
Year Ago | - | - | - | - | 6,632 USD |
Publish Date | - | 7/25/2024 | 10/24/2024 | - | - |
* Average Estimates in Million (e.g. Revenue) or per share (e.g. Dividend). Source: FactSet
Income Statements
2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | |
---|---|---|---|---|---|---|---|
Sales | 1,643 | 2,012 | 2,683 | 3,511 | 3,967 | 5,909 | 7,251 |
Change of sales in % | 10.28 | 22.47 | 33.36 | 30.88 | 12.99 | 48.95 | 22.71 |
Gross profit on sales | - | - | - | - | - | - | - |
Gross profit on sales change in % | - | - | - | - | - | - | - |
Operating income | 641 | 876 | 1,368 | 1,620 | 1,742 | 2,853 | 2,222 |
Operating income change in % | 6.13 | 36.61 | 56.20 | 18.39 | 7.54 | 63.79 | -22.12 |
Income before tax | 641 | 875 | 1,363 | 1,610 | 1,742 | 2,724 | 2,172 |
Income before tax change in % | 6.13 | 36.53 | 55.82 | 18.16 | 8.16 | 56.38 | -20.26 |
Income after tax | 383 | 491 | 974 | 1,137 | 1,208 | 1,833 | 1,672 |
Income after tax change in % | 11.28 | 28.17 | 98.54 | 16.74 | 6.29 | 51.69 | -8.78 |
Balance Sheet
2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | |
---|---|---|---|---|---|---|---|
Total liabilities | 41,021 | 46,975 | 51,770 | 64,596 | 107,078 | 195,392 | 195,498 |
Total liabilities change in % | - | - | - | - | - | - | - |
Equity | 3,777 | 4,319 | 5,265 | 6,621 | 8,433 | 16,609 | 16,295 |
Equity change in % | 13.90 | 14.75 | 22.40 | 19.82 | 28.54 | 59.78 | -1.84 |
Balance sheet total | 44,798 | 51,295 | 57,035 | 71,217 | 115,511 | 212,001 | 211,793 |
Balance sheet total change in % | 0.06 | 14.50 | 11.19 | 24.87 | 62.20 | 83.53 | -0.10 |
Key Data
2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | |
---|---|---|---|---|---|---|---|
Sales per share | 31.38 | 37.74 | 49.89 | 67.12 | 76.17 | 104.33 | 121.83 |
P/E ratio (year end quote, basic EPS) | 23.48 | 25.41 | 10.49 | 11.55 | 16.96 | 21.70 | 9.08 |
P/E ratio (ear end quote, diluted EPS) | 23.48 | 25.41 | 10.49 | 11.55 | 16.96 | 21.70 | 9.08 |
P/E ratio (year end quote) | 23.48 | 25.41 | 10.49 | 11.55 | 16.96 | 21.70 | 9.08 |
Dividend yield in % | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Equity ratio in % | 8.13 | 8.15 | 8.97 | 8.61 | 6.82 | 5.94 | 5.83 |
Debt ratio in % | 91.57 | 91.58 | 90.77 | 90.70 | 92.70 | 92.17 | 92.31 |
SVB Financial Group Insider Activity
Name | Date | shares traded | shares held | Price | type (sell/buy) | option |
---|---|---|---|---|---|---|
Daniels Richard Devon | 06/21/2023 | 500.00 | 1,010.00 | 0.39 | Buy | No |
Daniels Richard Devon | 06/19/2023 | 500.00 | 510.00 | 0.47 | Sell | No |
Beck Daniel J | 02/26/2023 | 2,000.00 | 4,207.00 | 287.59 | Sell | No |
BECKER GREGORY W | 02/26/2023 | 899.00 | 104,104.00 | 285.80 | Sell | No |
BECKER GREGORY W | 02/26/2023 | 6,276.00 | 94,153.00 | 287.69 | Sell | No |
BECKER GREGORY W | 02/26/2023 | 3,675.00 | 100,429.00 | 286.86 | Sell | No |
BECKER GREGORY W | 02/26/2023 | 1,601.00 | 92,552.00 | 288.56 | Sell | No |
BECKER GREGORY W | 02/26/2023 | 4,451.00 | 101,003.00 | 105.18 | Buy | No |
BECKER GREGORY W | 02/26/2023 | 4,000.00 | 96,552.00 | 105.18 | Buy | No |
BECKER GREGORY W | 02/26/2023 | 4,000.00 | 105,003.00 | 105.18 | Buy | No |
DRAPER MICHELLE | 01/31/2023 | 165.00 | 2,997.00 | 300.69 | Sell | No |
DRAPER MICHELLE | 01/31/2023 | 809.00 | 3,162.00 | 300.69 | Sell | No |
DRAPER MICHELLE | 01/31/2023 | 165.00 | 3,971.00 | 178.39 | Buy | No |
BECKER GREGORY W | 01/30/2023 | 3,549.00 | 92,552.00 | 302.44 | Sell | No |
DRAPER MICHELLE | 01/30/2023 | 455.00 | 3,806.00 | 302.44 | Sell | No |
Zuckert Michael S | 01/30/2023 | 605.00 | 12,070.00 | 302.44 | Sell | No |
Descheneaux Michael | 01/30/2023 | 942.00 | 25,489.00 | 302.44 | Sell | No |
Cox Philip C | 01/30/2023 | 613.00 | 10,166.00 | 302.44 | Sell | No |
Beck Daniel J | 01/30/2023 | 801.00 | 6,207.00 | 302.44 | Sell | No |
Daniels Richard Devon | 01/29/2023 | 284.00 | 1,010.00 | n/a | Buy | No |
DRAPER MICHELLE | 01/19/2023 | 165.00 | 4,261.00 | 300.00 | Sell | No |
DRAPER MICHELLE | 01/19/2023 | 165.00 | 4,426.00 | 178.39 | Buy | No |
BECKER GREGORY W | 01/18/2023 | 8,128.00 | 96,101.00 | n/a | Buy | No |
DRAPER MICHELLE | 01/17/2023 | 1,264.00 | 4,261.00 | n/a | Buy | No |
Cox Philip C | 01/17/2023 | 2,257.00 | 10,779.00 | n/a | Buy | No |
SVB Financial Group Dividend Calendar
Date | Name | Dividend | *yield | Currency |
---|---|---|---|---|
2022 | SVB Financial Group | 0.00 | 0.00 | USD |
2021 | SVB Financial Group | 0.00 | 0.00 | USD |
2020 | SVB Financial Group | 0.00 | 0.00 | USD |
2019 | SVB Financial Group | 0.00 | 0.00 | USD |
2018 | SVB Financial Group | 0.00 | 0.00 | USD |
2017 | SVB Financial Group | 0.00 | 0.00 | USD |
2016 | SVB Financial Group | 0.00 | 0.00 | USD |
2015 | SVB Financial Group | 0.00 | 0.00 | USD |
2014 | SVB Financial Group | 0.00 | 0.00 | USD |
2013 | SVB Financial Group | 0.00 | 0.00 | USD |
2012 | SVB Financial Group | 0.00 | 0.00 | USD |
2011 | SVB Financial Group | 0.00 | 0.00 | USD |
2010 | SVB Financial Group | 0.00 | 0.00 | USD |
2009 | SVB Financial Group | 0.00 | 0.00 | USD |
*Yield of the Respective Date
SVB Financial Group Calendar
Event | Estimate | Info | Date |
---|---|---|---|
Earnings Report | 4.177 USD | Q2 2024 Earnings Release | 07/25/2024 |
Earnings Report | 3.491 USD | Q3 2024 Earnings Release | 10/24/2024 |
Earnings Report | - | Q4 2024 Earnings Release | 01/16/2025 |
SVB Financial Group Profile
SVB Financial Group is a holding company, which engages in the provision of banking and financial services to clients primarily in the technology and life science/healthcare industries, as well as global private equity and venture capital clients. It operates through the following segments: Silicon Valley Bank, SVB Private, SVB Capital, and SVB Securities. The Silicon Valley Bank is a commercial bank, which offers products and services provided by the bank and its subsidiaries to commercial clients in key innovation markets. Silicon Valley Bank provides solutions to the financial needs of commercial clients through credit, treasury management, foreign exchange, trade finance, and other services. The SVB Private segment is the private bank and wealth management segment of the bank. It provides a range of personal financial solutions for consumers, and offers a customized suite of private banking services, including mortgages, home equity lines of credit, restricted and private stock loans, capital call lines of credit, other secured and unsecured lending products, and vineyard development loans, as well as planning-based financial strategies, wealth management, family offices, financial planning, tax planning, and trust services. The SVB Capital segment is the fund management business of SVB Financial Group, which focuses primarily on venture capital investments. SVB Capital manages funds (primarily venture capital funds) on behalf of third-party limited partners and, on a more limited basis, SVB Financial Group.
Moody’s Daily Credit Risk Score
Risk
- Low
- Medium
- High
7
Moody’s Daily Credit Risk Score is a 1-10 score of a company’s credit risk, based on an analysis of the firm’sbalance sheet and inputs from the stock market. The score provides a forward-looking, one-year measure of creditrisk, allowing investors to make better decisions and streamline their work ow. Updated daily, it takes intoaccount day-to-day movements in market value compared to a company’s liability structure.
SVB Financial Group Shareholder
Owner | in % |
---|---|
Freefloat | 99.70 |
Vanguard Group, Inc. (Subfiler) | 10.83 |
Ellington Management Group LLC | 8.56 |
State Street Corp. | 5.21 |
Alecta Pension Insurance Mutual | 4.45 |
Capital Research & Management Co. (International Investors) | 4.25 |
JPMorgan Investment Management, Inc. | 3.67 |
Capital Research & Management Co. (Global Investors) | 3.29 |
Vanguard Total Stock Market ETF | 3.07 |
BlackRock Fund Advisors | 2.91 |
Artisan Partners Holdings LP | 2.74 |
Vanguard Mid Cap Index Fund | 2.33 |
Vanguard 500 Index Fund | 2.32 |
BlackRock Institutional Trust Co. NA | 2.27 |
Geode Capital Management LLC | 2.11 |
Shareholder percentage totals can add to more than 100% because some holders are included in the free float.
SVB Financial Group Management
Name | Job |
---|---|
Beverly Kay Matthews | Chairman |
Karen Hon | Chief Accounting Officer |
John Peters | Chief Auditor |
Marc C. Cadieux | Chief Credit Officer |
Nicholas Grossi | Chief Financial Officer |
Laura K. Cushing | Chief Human Resources Officer |
Mark Rohrwasser | Chief Information Officer |
Michelle Draper | Chief Marketing Officer |
Philip C. Cox | Chief Operating Officer |
William C. Kosturos | Chief Restructuring Officer |
Kim Olson | Chief Risk Officer |
Jim R. Marshall | Head of Technology |
Meghan O'Leary | Head-Investor Relations |
Mary John Miller | Independent Director |
Garen K. Staglin | Independent Director |
Steve G. Panagos | Independent Director |
Elizabeth Burr | Independent Director |
C. Allen Parker | Independent Director |
Eric A. Benhamou | Independent Director |
Jeffrey Nacey Maggioncalda | Independent Director |
Thomas Christopher King | Independent Director |
Joel P. Friedman | Independent Director |
Kate D. Mitchell | Independent Director |
Richard D. Daniels | Independent Director |
Alison Davis | Independent Non-Executive Director |
Gadi Moshe | Managing Director |
Ash*t Ranjit Lilani | President |
Amy Marie Champion | Senior Managing Director |