EAST WEST BANCORP INC
In the published model solve dated 2026-Q2, anchored at $129.44, EAST WEST BANCORP INC (EWBC) is priced for 19.2% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• East West Bank spends about 36 cents of every revenue dollar running itself, and that cost discipline, not any pricing advantage, is what produces the returns it earns for shareholders. • Commercial real estate accounted for $21.3 billion of a $56.9 billion loan book at the end of 2025, and the 10-K notes that such loans ⟦"typically involve larger balances to single borrowers or groups of related borrowers"⟧. • Most of what the bank earns stays inside it: the common dividend payout ratio was 2
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579 institutional managers reported holding EWBC in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 49%. 71 opened new positions that quarter. Held by Vanguard Group, BlackRock, Invesco, among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EWBC has cut its share count 2.7% over the past five years, spending $538.68M on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 9 years straight; the current rate is $2.40 a share annually. Cash returned over the past three years: $892.12M in dividends and $438.69M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at EWBC over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EWBC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -2.3% | -11.3% |
| 2023-11-09 | 0.0% | +29.9% |
| 2024-03-01 | +1.0% | +6.2% |
| 2024-05-10 | +3.7% | -1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EWBC's latest 8-K filings: 2026-07-21 (items 2.02, 7.01, 9.01); 2026-05-19 (items 5.07); 2026-04-21 (items 2.02, 7.01, 9.01); 2026-01-22 (items 2.02, 7.01, 9.01); 2025-12-02 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.