East West Bancorp (EWBC)


Market Price (8/6/2026): $133.19 | Market Cap: $18.4 BilSector: Financials | Industry: Regional Banks

East West Bancorp (EWBC)


Market Price (8/6/2026): $133.19
Market Cap: $18.4 Bil
Sector: Financials
Industry: Regional Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 8.4%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -10%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 55%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 52%

Low stock price volatility
Vol 12M is 25%

Megatrend and thematic drivers
Megatrends include Global Banking & Cross-Border Finance. Themes include Cross-Border Payment Solutions, and International Trade Finance.

Trading close to highs
Dist 52W High is -1.5%, Dist 3Y High is -1.5%

Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.0%

Key risks
EWBC key risks include [1] a significant concentration in commercial real estate loans and [2] vulnerability to U.S.-China geopolitical and trade tensions due to its unique focus on cross-border commerce.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2%, FCF Yield is 8.4%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -10%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 55%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 52%
3 Low stock price volatility
Vol 12M is 25%
4 Megatrend and thematic drivers
Megatrends include Global Banking & Cross-Border Finance. Themes include Cross-Border Payment Solutions, and International Trade Finance.
5 Trading close to highs
Dist 52W High is -1.5%, Dist 3Y High is -1.5%
6 Moderate capital ratio
Tier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.0%
7 Key risks
EWBC key risks include [1] a significant concentration in commercial real estate loans and [2] vulnerability to U.S.-China geopolitical and trade tensions due to its unique focus on cross-border commerce.

EWBC in ETFs

Weight = EWBC's share of each fund

VTI0.03%
ITOT0.03%
IWB0.03%
IJH0.50%
SCHD0.46%
VYM0.07%
VB0.21%
KRE1.3%
+22 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/1/2026

East West Bancorp (EWBC) stock has gained about 5% since 4/30/2026 because of the following key factors:

1. East West Bancorp reported strong financial results for fiscal Q2 2026, significantly surpassing analyst expectations. The company announced on July 21, 2026, a diluted earnings per share (EPS) of $2.63, which exceeded the consensus estimate of $2.61 by $0.02. This also represented an 18% increase in EPS year-over-year. Quarterly revenue climbed 12.5% year-over-year to $791.14 million, outperforming analyst estimates of $784.47 million. This strong earnings beat demonstrated robust company-specific performance.

2. The bank achieved record loan and deposit growth in fiscal Q2 2026, indicating solid operational expansion. As of June 30, 2026, East West Bancorp reported record levels of total loans at $59.0 billion and total deposits at $70.1 billion. Total loans grew 7% year-over-year, and deposits increased by $1.2 billion, with demand deposits contributing $875 million of net growth. This growth helped improve the deposit mix and reduce funding costs, reflecting healthy organic business development.

Show more
Updated on 8/1/2026

East West Bancorp (EWBC) stock has gained about 5% since 4/30/2026 because of the following key factors:

1. East West Bancorp reported strong financial results for fiscal Q2 2026, significantly surpassing analyst expectations. The company announced on July 21, 2026, a diluted earnings per share (EPS) of $2.63, which exceeded the consensus estimate of $2.61 by $0.02. This also represented an 18% increase in EPS year-over-year. Quarterly revenue climbed 12.5% year-over-year to $791.14 million, outperforming analyst estimates of $784.47 million. This strong earnings beat demonstrated robust company-specific performance.

2. The bank achieved record loan and deposit growth in fiscal Q2 2026, indicating solid operational expansion. As of June 30, 2026, East West Bancorp reported record levels of total loans at $59.0 billion and total deposits at $70.1 billion. Total loans grew 7% year-over-year, and deposits increased by $1.2 billion, with demand deposits contributing $875 million of net growth. This growth helped improve the deposit mix and reduce funding costs, reflecting healthy organic business development.

3. Management's upward revision of full-year guidance and impressive financial metrics contributed to positive investor sentiment. East West Bancorp's management raised its full-year 2026 Net Interest Income (NII) guidance to a range of 7% to 9% growth, reflecting a "higher-for-longer" interest rate outlook. For fiscal Q2 2026, the company reported a strong return on average assets of 1.75% and a return on average common equity of 16.0%. Additionally, book value per share increased by 13% year-over-year, and tangible book value per share grew by 14% from a year ago, underscoring enhanced shareholder value. The consensus analyst rating for EWBC is "Buy" with an average price target of $146.88, suggesting a potential upside of approximately 12.12%.

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Stock Movement Drivers

Fundamental Drivers

The 6.7% change in EWBC stock from 4/30/2026 to 8/5/2026 was primarily driven by a 2.9% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020268052026Change
Stock Price ($)124.90133.256.7%
Change Contribution By: 
Total Revenues ($ Mil)2,8972,9802.9%
Net Income Margin (%)45.7%46.7%2.2%
P/E Multiple13.213.20.3%
Shares Outstanding (Mil)1401381.2%
Cumulative Contribution6.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/5/2026
ReturnCorrelation
EWBC6.7% 
Market (SPY)7.1%30.1%
Sector (XLF)11.3%61.7%

Fundamental Drivers

The 18.7% change in EWBC stock from 1/31/2026 to 8/5/2026 was primarily driven by a 7.9% change in the company's P/E Multiple.
(LTM values as of)13120268052026Change
Stock Price ($)112.23133.2518.7%
Change Contribution By: 
Total Revenues ($ Mil)2,8112,9806.0%
Net Income Margin (%)44.9%46.7%4.1%
P/E Multiple12.213.27.9%
Shares Outstanding (Mil)138138-0.3%
Cumulative Contribution18.7%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/5/2026
ReturnCorrelation
EWBC18.7% 
Market (SPY)11.5%44.6%
Sector (XLF)9.1%67.3%

Fundamental Drivers

The 37.2% change in EWBC stock from 7/31/2025 to 8/5/2026 was primarily driven by a 15.2% change in the company's P/E Multiple.
(LTM values as of)73120258052026Change
Stock Price ($)97.14133.2537.2%
Change Contribution By: 
Total Revenues ($ Mil)2,6182,98013.8%
Net Income Margin (%)44.7%46.7%4.5%
P/E Multiple11.513.215.2%
Shares Outstanding (Mil)1381380.1%
Cumulative Contribution37.2%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/5/2026
ReturnCorrelation
EWBC37.2% 
Market (SPY)22.8%45.9%
Sector (XLF)12.1%67.4%

Fundamental Drivers

The 132.1% change in EWBC stock from 7/31/2023 to 8/5/2026 was primarily driven by a 97.8% change in the company's P/E Multiple.
(LTM values as of)73120238052026Change
Stock Price ($)57.40133.25132.1%
Change Contribution By: 
Total Revenues ($ Mil)2,4792,98020.2%
Net Income Margin (%)48.9%46.7%-4.5%
P/E Multiple6.713.297.8%
Shares Outstanding (Mil)1411382.2%
Cumulative Contribution132.1%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/5/2026
ReturnCorrelation
EWBC132.1% 
Market (SPY)74.1%56.3%
Sector (XLF)71.5%71.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EWBC Return58%-14%13%37%20%21%204%
Peers Return38%1%1%24%17%15%133%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
EWBC Win Rate67%50%50%58%58%62% 
Peers Win Rate69%54%52%52%58%63% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
EWBC Max Drawdown-16%-33%-48%-15%-31%-16% 
Peers Max Drawdown-21%-30%-44%-21%-27%-15% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ALLY, FHN, WBS, CFR, FCBM. See EWBC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/5/2026 (YTD)

How Low Can It Go

EventEWBCS&P 500
2025 US Tariff Shock
  % Loss-27.7%-18.8%
  % Gain to Breakeven38.3%23.1%
  Time to Breakeven77 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-13.7%-9.5%
  % Gain to Breakeven15.9%10.5%
  Time to Breakeven31 days24 days
2023 SVB Regional Banking Crisis
  % Loss-46.5%-6.7%
  % Gain to Breakeven86.9%7.1%
  Time to Breakeven306 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.7%-24.5%
  % Gain to Breakeven27.7%32.4%
  Time to Breakeven229 days427 days
2020 COVID-19 Crash
  % Loss-51.8%-33.7%
  % Gain to Breakeven107.4%50.9%
  Time to Breakeven235 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-34.4%-19.2%
  % Gain to Breakeven52.5%23.8%
  Time to Breakeven749 days105 days

Compare to ALLY, FHN, WBS, CFR, FCBM

In The Past

East West Bancorp's stock fell -27.7% during the 2025 US Tariff Shock. Such a loss loss requires a 38.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventEWBCS&P 500
2025 US Tariff Shock
  % Loss-27.7%-18.8%
  % Gain to Breakeven38.3%23.1%
  Time to Breakeven77 days79 days
2023 SVB Regional Banking Crisis
  % Loss-46.5%-6.7%
  % Gain to Breakeven86.9%7.1%
  Time to Breakeven306 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-21.7%-24.5%
  % Gain to Breakeven27.7%32.4%
  Time to Breakeven229 days427 days
2020 COVID-19 Crash
  % Loss-51.8%-33.7%
  % Gain to Breakeven107.4%50.9%
  Time to Breakeven235 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-34.4%-19.2%
  % Gain to Breakeven52.5%23.8%
  Time to Breakeven749 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-38.5%-12.2%
  % Gain to Breakeven62.5%13.9%
  Time to Breakeven274 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-28.0%-17.9%
  % Gain to Breakeven38.9%21.8%
  Time to Breakeven24 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-24.2%-15.4%
  % Gain to Breakeven32.0%18.2%
  Time to Breakeven196 days125 days
2008-2009 Global Financial Crisis
  % Loss-86.4%-53.4%
  % Gain to Breakeven635.5%114.4%
  Time to Breakeven1100 days1085 days

Compare to ALLY, FHN, WBS, CFR, FCBM

In The Past

East West Bancorp's stock fell -27.7% during the 2025 US Tariff Shock. Such a loss loss requires a 38.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About East West Bancorp (EWBC)

East West Bancorp, Inc., operating as a bank holding company for East West Bank, delivers a wide array of personal and commercial banking services. The company's core business involves providing essential financial services to both individual consumers and businesses. A key differentiator for East West Bancorp is its strategic focus on bridging financial transactions between the United States and China, serving as a vital financial intermediary for clients engaged in cross-border commerce.

The bank's product and service offerings are comprehensive. On the deposit side, it accepts various accounts including personal and business checking, savings, money market, and time deposits. Its lending portfolio is extensive, featuring mortgage and home equity loans, commercial and residential real estate financing, working capital lines of construction, trade finance, and specialized options like affordable housing and project finance. Additionally, East West Bancorp provides wealth management, treasury management, foreign exchange, and risk hedging services, all accessible via modern mobile and online banking platforms.

East West Bancorp's primary customers are individuals and businesses, with a notable specialization in clients requiring financial services that facilitate business between the U.S. and China. Geographically, the company operates approximately 120 locations spread across the United States and China. Its international footprint includes full-service branches in Hong Kong, Shanghai, Shantou, and Shenzhen, alongside representative offices in other major Chinese and Taiwanese cities, underscoring its unique positioning in serving this specific international corridor.

AI Analysis | Feedback

1. It's like **Wells Fargo** for businesses and individuals engaged in U.S.-China commerce.

2. Think of it as **JP Morgan Chase** specialized in financial services that bridge the United States and China.

3. A cross-border bank like **HSBC**, but hyper-focused on the financial flow between the U.S. and China.

AI Analysis | Feedback

  • Deposit Accounts: Offers a variety of personal and business checking, savings, money market, and time deposit accounts.
  • Real Estate Loans: Provides financing for residential mortgages, home equity, commercial and residential real estate, and construction projects.
  • Commercial & Business Loans: Extends credit facilities such as working capital lines, trade finance, asset-based lending, project finance, equipment financing, and affordable housing loans to businesses.
  • US-China Financial Bridge: Delivers specialized financial services to bridge and facilitate business transactions between the United States and China.
  • Wealth Management: Offers services focused on managing and growing clients' financial assets and investments.
  • Treasury Management: Provides solutions for businesses to effectively manage their cash flow, liquidity, and financial operations.
  • Foreign Exchange & Risk Hedging: Facilitates foreign currency transactions and offers services to hedge against interest rate and commodity risks.
  • Digital Banking: Delivers convenient mobile and online banking platforms for account access and transactions.

AI Analysis | Feedback

East West Bancorp (EWBC) serves a diverse customer base, including both individuals and businesses. As a bank, it does not typically have a few "major customers" in the traditional sense, where a specific company accounts for a significant portion of its revenue. Instead, its customer base is broad and fragmented. Therefore, rather than listing specific company names, the major customer types served by East West Bancorp can be categorized as follows:

  • Individuals and Consumers: This category includes customers who utilize personal banking services such as checking and savings accounts, money market accounts, time deposits, and loan products like mortgages and home equity loans.
  • General Commercial Businesses: This encompasses a wide range of businesses, from small and medium-sized enterprises to larger corporations, seeking commercial banking services. These services include business checking and savings accounts, various commercial real estate loans, working capital lines of credit, construction financing, trade finance, letters of credit, asset-based lending, and equipment financing.
  • Businesses Engaged in US-China Trade and Investment: A specialized and significant customer segment for East West Bancorp includes businesses that require financial services to facilitate transactions and bridge their operations between the United States and China. This reflects the bank's unique positioning and expertise in cross-border finance.

AI Analysis | Feedback

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AI Analysis | Feedback

Dominic Ng, Chairman & CEO

Dominic Ng is the Chairman and Chief Executive Officer of East West Bank (Nasdaq: EWBC), a position he has held since 1998, having become CEO in 1992 after joining the bank in 1991. He is credited with transforming East West from a $600 million savings and loan association into a global full-service commercial bank with over $80 billion in assets. Before joining East West Bank, Mr. Ng held senior leadership roles at Deloitte & Touche in Houston and Los Angeles and was President of Seyen Investment.

Christopher J. Del Moral-Niles, Executive Vice President & Chief Financial Officer

Christopher J. Del Moral-Niles was appointed Executive Vice President and Chief Financial Officer of East West Bancorp and East West Bank in October 2023. Prior to joining East West, he served as the CFO for Associated Banc-Corp for a decade. His previous experience also includes serving as Corporate Treasurer for First American (FAF) and President of First American Trust, as well as Senior Vice President and Director of Liability Management for Union Bank. Earlier in his career, Mr. Del Moral-Niles worked as an investment banker at Merrill Lynch and Lehman Brothers.

Irene H. Oh, Executive Vice President & Chief Risk Officer

Irene H. Oh assumed the role of Executive Vice President and Chief Risk Officer of East West Bancorp and East West Bank in October 2023, after serving as the company's Chief Financial Officer for over 13 years. Ms. Oh joined East West in 2004 and held various leadership roles in accounting and corporate finance. Before joining East West, she held positions at Goldman Sachs and Deloitte & Touche LLP.

Parker Shi, Executive Vice President & Chief Operating Officer

Parker Shi is the Executive Vice President and Chief Operating Officer of East West Bank. In this role, he is responsible for the overall strategy of the bank, managing enterprise operations and technology, and leading the retail banking business. Mr. Shi has over 20 years of experience at major consulting firms, including McKinsey & Company, Accenture, and DiamondCluster International (later acquired by PwC), where he worked on enterprise strategy, technology adoption, and large-scale enterprise transformation.

Douglas P. Krause, Vice Chairman & Chief Corporate Officer

Douglas P. Krause serves as the Vice Chairman & Chief Corporate Officer of East West Bancorp and East West Bank. Prior to his tenure at East West, Mr. Krause was the General Counsel of Metrobank. He began his legal career at the law firm of Jones Day.

AI Analysis | Feedback

Here are the key risks to East West Bancorp (EWBC):

  1. Geopolitical Dependency and U.S.-China Relations: East West Bancorp's business model is significantly reliant on its cross-border operations, particularly between the United States and China. The company is exposed to geopolitical risks, trade tensions, and potential adverse developments in the relationship between the two countries, which could disrupt its financial stability and operations.
  2. Interest Rate and Credit Risk, including Commercial Real Estate (CRE) Exposure: The company faces substantial interest rate risk, where fluctuations can impact its net interest income and overall profitability. Additionally, East West Bancorp is exposed to credit risk within its loan portfolio, notably a high concentration in commercial real estate (CRE) loans, which comprised approximately 37% of its loan book as of June 30, 2025. Downturns in real estate markets or increased credit losses could significantly affect asset values and financial performance.
  3. Regulatory Changes and Compliance Costs: East West Bancorp operates across both U.S. and Chinese jurisdictions, making it susceptible to changes in regulatory requirements in either country. Such changes can impose additional compliance costs, operational challenges, and potential penalties, impacting the bank's competitive advantage and financial health.

AI Analysis | Feedback

The emergence of advanced, low-cost, and rapid cross-border payment technologies, such as blockchain-based solutions and central bank digital currencies (CBDCs), which could diminish the need for traditional banking intermediaries in facilitating business transactions between the United States and China.

AI Analysis | Feedback

East West Bancorp (EWBC) operates in various financial markets across the United States and China. The addressable market sizes for its main products and services in these regions are detailed below:

United States

  • Commercial Banking: The U.S. commercial banking market size is estimated at USD 765.53 billion in 2026, with projections to reach USD 954.48 billion by 2031.
  • Retail/Consumer Banking: The United States retail banking market was valued at USD 870 billion in 2025 and is estimated to grow to USD 1,112.2 billion by 2031.
  • Mortgage and Home Equity Loans (Residential Real Estate): The U.S. home mortgage market size was approximately USD 180.91 billion in 2023 and is predicted to grow to around USD 501.67 billion by 2032.
  • Wealth Management: The U.S. wealth management market oversees trillions of dollars in assets under management. Automated investment services, including robo-advisors, are projected to manage over USD 1 trillion in assets as of 2025, with forecasts indicating this could approach USD 2 trillion within the next couple of years.
  • Foreign Exchange: The United States foreign exchange market size was valued at USD 215.7 billion in 2025 and is estimated to reach USD 358.1 billion by 2034.

China

  • Commercial Banking: The market size of Commercial Banks in China was USD 965.4 billion in 2024. China's banking sector had total assets of CN¥417 trillion (approximately US$58.54 trillion) at the end of 2023.
  • Retail/Consumer Banking: The China retail banking market size in 2026 is estimated at USD 428.24 billion, with projections to grow to USD 622.04 billion by 2031. Other estimates place the China retail banking market at USD 1,930.56 billion in 2024, projected to reach USD 3,369.80 billion by 2032.
  • Mortgage and Home Equity Loans (Residential Real Estate): The Chinese home mortgage finance market size was valued at USD 1120 billion in 2025 and is estimated to grow to USD 1644.98 billion by 2031. Another source indicates the China Home Loan Market is worth USD 1.16 trillion in 2026, growing to USD 1.63 trillion by 2031.
  • Wealth Management: China's banking wealth management market expanded to approximately USD 4.8 trillion in 2025.
  • Foreign Exchange: The Chinese foreign exchange market recorded transactions worth USD 2.6 trillion in February 2026. In April 2025, trading in over-the-counter foreign exchange markets reached USD 9.6 trillion per day globally, with the Chinese yuan's share in global foreign exchange trading climbing to 8.5% in 2025.

AI Analysis | Feedback

East West Bancorp (EWBC) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

  • Continued Loan Growth: The company anticipates loan growth in the range of 5-7% for 2026, with Commercial & Industrial (C&I) and residential mortgage lending identified as primary drivers. East West Bancorp focuses on high-quality relationships with strong risk-adjusted returns within its loan portfolio.
  • Optimized Deposit Growth and Funding Mix: East West Bancorp emphasizes a "deposit-led growth strategy" aimed at attracting and retaining stable, low-cost core deposits, particularly noninterest-bearing demand deposits. This approach helps to fund loan growth effectively and manage net interest margin, contributing to overall net interest income growth.
  • Expansion of Fee Income: The bank is committed to achieving double-digit growth in fee income, driven by robust performance in wealth management, foreign exchange (FX), derivatives, and treasury management services. Significant investments have been made in these areas, including hiring financial consultants and licensed bankers, to build out new products, services, and capabilities.
  • Strategic Geographic Expansion and Cross-Border Banking: East West Bancorp continues to expand its presence in key U.S. markets with significant Asian populations, such as California, New York, and Texas, through both organic growth and potential strategic acquisitions. A unique competitive advantage is its established position in facilitating cross-border transactions and trade finance between the U.S. and Greater China, leveraging its full U.S. bank license in China to capture new fee income sources.
  • Investments in Technology and New Product Offerings: The company is investing in technology to enhance customer experience and operational efficiency, while also expanding its FX and payments capabilities. This includes piloting partnerships with fintech aggregators to offer cross-border payment solutions for small and medium-sized enterprises (SMEs), diversifying revenue streams beyond traditional interest-rate sensitive income.

AI Analysis | Feedback

Share Repurchases

  • East West Bancorp authorized up to US$300 million in share repurchases in its 2025 Form 10-K.
  • The company's annual share buybacks were $143.082 million in 2024, an increase of 74.12% from the previous year.
  • Share repurchases for the trailing twelve months ended September 2025 amounted to $-154 million.

Share Issuance

  • The number of outstanding shares has shown a slight decreasing trend over the last few years.
  • For example, the number of outstanding shares decreased by 0.22% in 2025 and 1.42% in 2024.

Inbound Investments

  • Natixis Advisors LLC increased its ownership in East West Bancorp shares by 18.4% in the third quarter, acquiring an additional 28,350 shares, bringing their total holding to 182,172 shares valued at $19,392,000.
  • Barclays PLC significantly boosted its stake in East West Bancorp by 284.8% in the third quarter, adding 306,182 shares to hold 413,684 shares valued at approximately $44.04 million.

Outbound Investments

  • East West Bancorp's expansion strategy includes a focus on selective acquisitions.

Capital Expenditures

  • Formal capital expenditures (CapEx) were reported as $0.00 million for the years 2021 through 2025.
  • The company is making sustained investments in digital banking, automation, and technology to support scalable growth and improve operational efficiency.
  • These investments, along with hiring, are expected to drive a 7%-9% operating expense growth in 2026.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EWBCALLYFHNWBSCFRFCBMMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.First Ca. 
Mkt Price133.2544.7426.1779.12166.1312.6061.93
Mkt Cap18.413.812.612.710.4-12.7
Rev LTM2,9809,6293,3722,9412,299-2,980
Op Inc LTM-------
FCF LTM1,5537625251,314541-762
FCF 3Y Avg1,4816991,1421,174421-1,142
CFO LTM1,6524,5665571,367720-1,367
CFO 3Y Avg1,5154,1731,1811,217570-1,217

Growth & Margins

EWBCALLYFHNWBSCFRFCBMMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.First Ca. 
Rev Chg LTM13.8%12.3%9.3%7.8%7.4%-9.3%
Rev Chg 3Y Avg6.5%1.6%1.2%2.9%5.6%-2.9%
Rev Chg Q12.1%11.4%6.1%3.4%5.3%-6.1%
QoQ Delta Rev Chg LTM2.9%2.8%1.4%0.8%1.3%-1.4%
Op Inc Chg LTM-------
Op Inc Chg 3Y Avg-------
Op Mgn LTM-------
Op Mgn 3Y Avg-------
QoQ Delta Op Mgn LTM-------
CFO/Rev LTM55.5%47.4%16.5%46.5%31.3%-46.5%
CFO/Rev 3Y Avg55.8%46.3%37.5%44.0%26.7%-44.0%
FCF/Rev LTM52.1%7.9%15.6%44.7%23.6%-23.6%
FCF/Rev 3Y Avg54.7%7.7%36.3%42.5%19.8%-36.3%

Valuation

EWBCALLYFHNWBSCFRFCBMMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.First Ca. 
Mkt Cap18.413.812.612.710.4-12.7
P/S6.21.43.74.34.5-4.3
P/Op Inc-------
P/EBIT-------
P/E13.29.512.212.415.2-12.4
P/CFO11.13.022.69.314.4-11.1
Total Yield9.5%13.3%10.6%10.1%9.1%-10.1%
Dividend Yield2.0%2.8%2.4%2.1%2.5%-2.4%
FCF Yield 3Y Avg11.1%5.4%11.9%12.5%5.5%-11.1%
D/E0.21.60.30.30.0-0.3
Net D/E-0.1-0.4-0.40.1-0.8--0.4

Returns

EWBCALLYFHNWBSCFRFCBMMedian
NameEast Wes.Ally Fin.First Ho.Webster .Cullen/F.First Ca. 
1M Rtn1.9%-2.6%1.2%2.0%6.3%-0.4%1.6%
3M Rtn7.1%1.7%5.1%8.5%18.9%0.0%6.1%
6M Rtn14.7%4.7%3.0%10.7%18.4%0.0%7.7%
12M Rtn37.7%23.6%24.1%43.2%36.3%0.0%30.2%
3Y Rtn135.9%68.5%116.7%87.1%68.2%0.0%77.8%
1M Excs Rtn-0.2%-3.7%-1.3%-0.3%2.7%-3.7%-0.8%
3M Excs Rtn2.1%-2.1%-0.1%3.9%12.8%-6.4%1.0%
6M Excs Rtn6.0%-3.8%-8.4%-0.5%8.3%-11.6%-2.1%
12M Excs Rtn14.6%0.9%2.1%21.3%14.4%-22.0%8.3%
3Y Excs Rtn63.8%-6.9%44.9%15.1%-1.3%-68.3%6.9%

Comparison Analyses

null

FDIC Bank Data

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Commercial Banking1,2461,3241,2851,072930
Consumer and Business Banking1,2001,2611,3301,281791
Treasury and Other48529-7  
Other   -896
Total2,9322,6142,6082,3451,817


Operating Income by Segment
$ Mil20152001200019991998
Commercial Banking382    
Retail Banking212102283
other-1682  
Commercial Lending 18141412
Residential Lending 10594
Treasury 77109
Total57953504228


Net Income by Segment
$ Mil20252024202320222021
Consumer and Business Banking503563595608309
Commercial Banking494536570507489
Treasury and Other32967-4  
Other   1275
Total1,3251,1661,1611,128873


Assets by Segment
$ Mil20252024202320222021
Commercial Banking37,39435,64735,02033,04328,557
Treasury and Other21,65720,24515,428  
Consumer and Business Banking21,38420,08519,16517,38614,962
Other   13,68417,352
Total80,43575,97669,61364,11260,871


Price Behavior

Price Behavior
Market Price$133.25 
Market Cap ($ Bil)18.4 
First Trading Date02/03/1999 
Distance from 52W High-1.5% 
   50 Days200 Days
DMA Price$128.65$115.21
DMA Trendupup
Distance from DMA3.6%15.7%
 3M1YR
Volatility20.2%25.2%
Downside Capture44.7374.92
Upside Capture64.5893.12
Correlation (SPY)30.1%45.3%
EWBC Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta0.680.300.400.740.901.11
Up Beta0.63-0.000.410.791.121.12
Down Beta0.170.08-0.010.350.811.24
Up Capture96%72%57%92%92%128%
Bmk +ve Days11223567138427
Stock +ve Days10192765127387
Down Capture75%27%53%78%83%99%
Bmk -ve Days11212859114326
Stock -ve Days12233560122360

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC36.8%25.2%1.20-
Sector ETF (XLF)13.1%14.6%0.6267.1%
Equity (SPY)23.1%12.9%1.3445.2%
Gold (GLD)25.4%28.3%0.794.9%
Commodities (DBC)29.5%19.8%1.19-13.9%
Real Estate (VNQ)14.4%13.7%0.7440.7%
Bitcoin (BTCUSD)-44.6%42.9%-1.2525.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC16.1%35.8%0.49-
Sector ETF (XLF)11.6%18.4%0.4975.8%
Equity (SPY)13.4%17.2%0.6060.7%
Gold (GLD)18.2%18.6%0.79-2.9%
Commodities (DBC)8.1%19.6%0.3111.3%
Real Estate (VNQ)2.5%18.9%0.0349.3%
Bitcoin (BTCUSD)9.9%53.0%0.3724.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EWBC
EWBC17.0%37.6%0.53-
Sector ETF (XLF)13.7%22.1%0.5778.7%
Equity (SPY)15.3%17.9%0.7360.9%
Gold (GLD)12.0%16.2%0.60-8.3%
Commodities (DBC)7.1%18.0%0.3120.0%
Real Estate (VNQ)4.9%20.7%0.2047.8%
Bitcoin (BTCUSD)58.2%66.2%0.9815.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7152026
Short Interest: Shares Quantity4.9 Mil
Short Interest: % Change Since 630202613.8%
Average Daily Volume0.9 Mil
Days-to-Cover Short Interest5.2 days
Basic Shares Quantity138.1 Mil
Short % of Basic Shares3.6%

Earnings Returns History

Updated 7/30/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/21/2026-1.3%-1.6% 
4/21/20261.0%3.3%2.6%
1/22/2026-3.4%-0.8%1.4%
7/22/2025-2.4%-5.2%-6.4%
4/22/20256.6%9.0%15.3%
1/23/2025-0.6%0.1%-9.2%
10/22/20245.8%9.0%17.4%
7/23/20240.8%5.4%-2.8%
...
SUMMARY STATS   
# Positive121414
# Negative12109
Median Positive2.8%3.2%7.8%
Median Negative-1.1%-3.4%-6.4%
Max Positive8.3%16.0%23.1%
Max Negative-9.3%-10.7%-14.7%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/21/2026-1.3%-1.6% 
4/21/20261.0%3.3%2.6%
1/22/2026-3.4%-0.8%1.4%
7/22/2025-2.4%-5.2%-6.4%
4/22/20256.6%9.0%15.3%
1/23/2025-0.6%0.1%-9.2%
10/22/20245.8%9.0%17.4%
7/23/20240.8%5.4%-2.8%
4/23/20242.5%-1.1%0.2%
1/23/20242.8%1.6%-1.4%
10/19/20232.9%2.4%20.9%
7/20/2023-1.6%1.9%-10.1%
4/20/2023-0.1%-8.4%-10.3%
1/26/20238.3%16.0%12.2%
10/20/2022-9.3%-1.6%-4.6%
7/21/20220.6%-0.5%9.1%
4/21/2022-1.0%-10.7%-14.7%
1/27/2022-1.2%3.0%6.4%
10/21/2021-0.5%-7.7%-3.1%
7/22/20213.4%2.6%0.1%
4/22/2021-0.9%4.2%2.7%
1/28/20215.0%8.6%23.1%
10/22/20201.1%-8.6%14.0%
7/23/2020-0.2%0.6%3.5%
SUMMARY STATS   
# Positive121414
# Negative12109
Median Positive2.8%3.2%7.8%
Median Negative-1.1%-3.4%-6.4%
Max Positive8.3%16.0%23.1%
Max Negative-9.3%-10.7%-14.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/08/202610-Q
12/31/202502/27/202610-K
09/30/202511/07/202510-Q
06/30/202508/07/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202302/29/202410-K
09/30/202311/08/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202202/27/202310-K
09/30/202211/08/202210-Q
06/30/202208/08/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/08/202610-Q
12/31/202502/27/202610-K
09/30/202511/07/202510-Q
06/30/202508/07/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202302/29/202410-K
09/30/202311/08/202310-Q
06/30/202308/08/202310-Q
03/31/202305/09/202310-Q
12/31/202202/27/202310-K
09/30/202211/08/202210-Q
06/30/202208/08/202210-Q
03/31/202205/09/202210-Q
12/31/202102/28/202210-K
09/30/202111/08/202110-Q
06/30/202108/06/202110-Q
03/31/202105/07/202110-Q
12/31/202002/26/202110-K
09/30/202011/06/202010-Q
06/30/202008/10/202010-Q
03/31/202005/08/202010-Q
12/31/201902/27/202010-K
09/30/201911/08/201910-Q
06/30/201908/07/201910-Q

Recent Forward Guidance

Updated 7/22/2026

Latest: Q2 2026 Earnings Reported 7/21/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q3 2026 Dividends 0.8 0 Same NewActual: 0.8 for Q2 2026

Prior: Q1 2026 Earnings Reported 4/21/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Dividends 0.8 0.0% AffirmedActual: 0.8 for Q1 2026

Q4 2025 Earnings Reported 1/22/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Dividends 0.8 33.3% Higher NewActual: 0.6 for Q3 2025
2026 Annual Dividend Equivalent 3.2 33.3% Raised

Insider Activity

Updated 6/16/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Oh, Irene HChief Risk OfficerDirectSell6162026133.19800106,55211,280,927Form
2Oh, Irene HChief Risk OfficerDirectSell6122026132.5050066,25011,328,485Form
3Oh, Irene HChief Risk OfficerDirectSell6112026129.0011,2111,446,21911,093,742Form
4Krause, Douglas PaulVice ChairmanDirectSell5272026123.5010,0001,235,0005,801,289Form
5Ng, DominicChief Executive OfficerDirectSell5062026125.3130,0003,759,22188,708,843Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Oh, Irene HChief Risk OfficerDirectSell6162026133.19800106,55211,280,927Form
2Oh, Irene HChief Risk OfficerDirectSell6122026132.5050066,25011,328,485Form
3Oh, Irene HChief Risk OfficerDirectSell6112026129.0011,2111,446,21911,093,742Form
4Krause, Douglas PaulVice ChairmanDirectSell5272026123.5010,0001,235,0005,801,289Form
5Ng, DominicChief Executive OfficerDirectSell5062026125.3130,0003,759,22188,708,843Form
6Ng, DominicChief Executive OfficerDirectSell5052026123.4930,0003,704,70091,126,976Form
7Deskus, Archana DirectSell4302026125.551,800225,9901,661,152Form
8Teo, GaryExecutive Vice PresidentDirectSell2062026122.597,000858,130643,843Form
9Campbell, Molly DirectSell2062026122.811,800221,058706,894Form
10Ng, DominicChief Executive OfficerDirectSell2052026117.8250,0005,890,75295,233,556Form
11Oh, Irene HChief Risk OfficerDirectSell12222025113.907,453848,8979,762,825Form
12Oh, Irene HChief Risk OfficerDirectSell12172025115.0012,5471,442,90510,714,205Form
13Ng, DominicChief Executive OfficerDirectSell12122025113.6330,0003,408,96597,532,078Form
14Shi, ParkerChief Operating OfficerDirectSell12112025115.038,8441,017,3251,719,698Form
15Campbell, Molly DirectSell11242025104.731,520159,190791,340Form
16Campbell, Molly DirectSell11122025105.401,000105,400956,610Form
17Campbell, Molly DirectSell11072025102.211,000102,2141,029,908Form
18Krause, Douglas PaulVice ChairmanDirectSell11032025100.0410,0001,000,4004,551,820Form
19Campbell, Molly DirectSell10312025101.0298099,0001,118,898Form
20Oh, Irene HChief Risk OfficerDirectSell9082025109.407,639835,70711,565,112Form
21Oh, Irene HChief Risk OfficerDirectSell8282025106.7315,0511,606,40412,098,243Form
22Teo, GaryExecutive Vice PresidentDirectSell8282025106.476,550697,3761,302,656Form
23Liu, Jack C DirectSell8222025105.001,000105,0001,572,270Form
24Ng, DominicChief Executive OfficerDirectSell7282025103.3840,0004,135,20091,833,901Form

Investor Activity (13F)

Updated Aug 6, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Himalaya Capital Management LLC$296.4 Mil9.3%14Hold13F
Stieven Capital Advisors, L.P.$20.0 Mil4.3%35TRIM -7.7%13F
Carmel Capital Management L.L.C.$13.5 Mil3.9%25Hold13F
Matthew 25 Management Corp$9.3 Mil3.1%20TRIM -12.5%13F
Philadelphia Financial Management of San Francisco, LLC$8.7 Mil2.8%42New13F
Azora Capital LP$33.3 Mil2.2%45ADD +80.7%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Philadelphia Financial Management of San Francisco, LLC$8.7 Mil2.8%42New13F
Azora Capital LP$33.3 Mil2.2%45ADD +80.7%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Matthew 25 Management Corp$9.3 Mil3.1%20TRIM -12.5%13F
Stieven Capital Advisors, L.P.$20.0 Mil4.3%35TRIM -7.7%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Himalaya Capital Management LLC$296.4 Mil9.3%14Hold13F
Azora Capital LP$33.3 Mil2.2%45ADD +80.7%13F
Stieven Capital Advisors, L.P.$20.0 Mil4.3%35TRIM -7.7%13F
Carmel Capital Management L.L.C.$13.5 Mil3.9%25Hold13F
Matthew 25 Management Corp$9.3 Mil3.1%20TRIM -12.5%13F
Philadelphia Financial Management of San Francisco, LLC$8.7 Mil2.8%42New13F
Core Cache Last Updated: 8/5/2026