East-West Bancorp (EWBC)

• Market cap: $11B
• 1 day: 3.84%
• 5 days: 5.94%
• 1 month: -15.07%
• 3 months: -22.91%
• 6 months: -12.36%
• Year to date: -16.15%
• 1 year: 6.36%
• 5 years: 193.59%
• 10 years: 88.73%
• Sector: Financials
• Industry: Banks - Regional

About: East West Bancorp Inc is the holding company for East West Bank, a full-service commercial bank with cross-border operations concentrated in the United States and China. East-West Bank is one of a few U.S. based banks with a full banking license in China. The bank's cost strategy has increasingly focused on expanding its deposit base away from time deposits to commercial deposits. The bank has also taken part in entertainment partnerships between participants in China and Hollywood. Most of these efforts include financing the production and distribution of film and television projects. The bank leverages its cultural and regulatory knowledge in the U.S. and China to assist its customers in entering new markets. Most of its earning assets are in loans held for investment.

Employees: 3,200

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

217% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $5.69M

150% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 34

60% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 8 (+3) [Q4]

17% more capital invested

Capital invested by funds: $10.3B [Q3] → $11.9B (+$1.7B) [Q4]

9% more funds holding

Funds holding: 459 [Q3] → 501 (+42) [Q4]

0.55% more ownership

Funds ownership: 89.42% [Q3] → 89.98% (+0.55%) [Q4]

6% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 177

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $90 14% upside
• Avg. target: $102 29% upside
• High target: $118 49% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Wells Fargo Timur Braziler 46% 1-year accuracy 17 / 37 met price target	26% upside $100	Overweight Maintained	9 Apr 2025
Barclays Jared Shaw 44% 1-year accuracy 34 / 78 met price target	33% upside $105	Overweight Maintained	8 Apr 2025
Morgan Stanley Manan Gosalia 45% 1-year accuracy 10 / 22 met price target	14% upside $90	Equal-Weight Downgraded	7 Apr 2025
Piper Sandler Matthew Clark 15% 1-year accuracy 4 / 27 met price target	22% upside $97	Neutral Maintained	27 Jan 2025
DA Davidson Gary Tenner 33% 1-year accuracy 16 / 48 met price target	49% upside $118	Buy Maintained	24 Jan 2025