EFSINasdaqState Commercial BanksFiscal year ends December 31
EAGLE FINANCIAL SERVICES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$45.65−0.24 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $247.06M
- P/E (TTM)
- 13.2
- Dividend yield
- 2.72%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
45.1%
2M of 5M shares
Institutional holders
80
15 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
5 buys · 4 sales
Net sold $101.30K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Fourthstone LLC | 532,199 | 9.83% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 342,125 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Group LLP | 335,668 | 6.30% | 13G (passive) | Mar 31, 2025 |
| L. Phillip Stone, IV | 287,575 | 5.31% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Company LLP | 280,400 | 5.20% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EFSI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 345,268 | 6.38% | $14.31M | +64,736 | 0.00% |
| Fourthstone LLC | 287,575 | 5.31% | $11.92M | −244,624 | 8.49% |
| Wellington Management Group Llp | 279,083 | 5.16% | $11.57M | −1,317 | 0.00% |
| Vanguard Capital Management LLC | 212,734 | 3.93% | $8.82M | −31,008 | 0.00% |
| Graham Capital Wealth Management, LLC | 135,623 | 2.51% | $5.62M | −1,412 | 4.35% |
| Geode Capital Management, LLC | 118,250 | 2.19% | $4.90M | +15,041 | 0.00% |
| Alliancebernstein L.P. | 93,516 | 1.73% | $3.27M | −10,200 | 0.00% |
| State Street Corp | 90,307 | 1.67% | $3.74M | +5,700 | 0.00% |
| Maltese Capital Management LLC | 65,700 | 1.21% | $2.72M | −41,445 | 0.50% |
| Two Sigma Investments, LP | 62,357 | 1.15% | $2.59M | +45,944 | 0.00% |
| Choreo, LLC | 60,400 | 1.12% | $2.50M | – | 0.03% |
| Banc Funds Co LLC | 56,500 | 1.04% | $2.34M | −8,500 | 0.39% |
| Marshall Wace, Llp | 51,423 | 0.95% | $2.13M | +43,681 | 0.00% |
| Dimensional Fund Advisors LP | 38,580 | 0.71% | $1.60M | +14,485 | 0.00% |
| Northern Trust Corp | 37,063 | 0.68% | $1.54M | +3,225 | 0.00% |
| Citadel Advisors LLC | 33,602 | 0.62% | $1.39M | +26,184 | 0.00% |
| Vanguard Portfolio Management LLC | 31,927 | 0.59% | $1.32M | +5,357 | 0.00% |
| Vanguard Fiduciary Trust Co | 30,455 | 0.56% | $1.26M | +253 | 0.00% |
| Susquehanna International Group, Llp | 28,909 | 0.53% | $1.20M | New | 0.00% |
| UBS Group AG | 28,853 | 0.53% | $1.20M | +19,454 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | 2M | 45.1% | 15 / 32 | 20 / 6 | 0M | 0M |
| Q1 2026 | 74 | 2M | 44.7% | 11 / 16 | 29 / 4 | 0M | 0M |
| Q4 2025 | 69 | 2M | 45.8% | 7 / 18 | 29 / 3 | 0M | 0M |
| Q3 2025 | 65 | 2M | 44.5% | 22 / 17 | 16 / 5 | 0M | 0M |
| Q2 2025 | 48 | 2M | 43.3% | 27 / 10 | 7 / 9 | 1M | 1M |
| Q1 2025 | 30 | 2M | 39.9% | 30 / 0 | 0 / 0 | 2M | 0M |
| Q1 2024 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2023 | 1 | 0M | 0.2% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q3 2023 | 1 | 0M | 0.3% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q2 2023 | 1 | 0M | 0.8% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q1 2023 | 1 | 0M | 0.9% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2022 | 1 | 0M | 0.9% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EFSI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 154,632 | 2.86% | $6.41M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 123,378 | 2.28% | $5.12M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 52,463 | 0.97% | $2.13M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 50,389 | 0.93% | $2.09M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 49,224 | 0.91% | $2.04M | 0.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 23,458 | 0.43% | $925.65K | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 19,855 | 0.37% | $783.48K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 16,563 | 0.31% | $686.70K | 0.05% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 11,175 | 0.21% | $453.15K | 0.01% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 8,251 | 0.15% | $325.58K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 7,961 | 0.15% | $330.06K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 7,775 | 0.14% | $315.28K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 6,989 | 0.13% | $275.79K | 0.00% | May 31, 2026 |
| Fidelity Small Cap Value Index Fund | 6,658 | 0.12% | $276.04K | 0.01% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 6,376 | 0.12% | $258.55K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brandon Craig Lorey | EXECUTIVE OFFICER, Director | 44,204 | 0.82% | Mar 3, 2026 |
| Marianne Schmidt | EXECUTIVE OFFICER | 3,757 | 0.07% | May 1, 2026 |
| Yasaman Yamini | EXECUTIVE OFFICER | 2,427 | 0.04% | Feb 12, 2026 |
| Kaley Ann Crosen | EXECUTIVE OFFICER | 23,860 | 0.44% | Jan 6, 2026 |
| Debra L. Purrington | EXECUTIVE OFFICER | 8,475 | 0.16% | Jan 6, 2026 |
| Kathleen S. Croson | EXECUTIVE OFFICER | 6,306 | 0.12% | Jan 6, 2026 |
| Nicholas Peter Smith | EXECUTIVE OFFICER | 7,971 | 0.15% | Jan 6, 2026 |
| Joseph T. Zmitrovich | EXECUTIVE OFFICER | 25,981 | 0.48% | Jan 6, 2026 |
| Kathleen J. Chappell | EXECUTIVE OFFICER | 19,481 | 0.36% | Jan 6, 2026 |
| Aaron M. Poffinberger | EXECUTIVE OFFICER | 11,241 | 0.21% | Jan 6, 2026 |
| Todd A. Braithwaite | EXECUTIVE OFFICER | 9,737 | 0.18% | Jan 6, 2026 |
| James S. George Ii | EXECUTIVE OFFICER | 5,009 | 0.09% | Jan 5, 2026 |
| Robert W. Smalley Jr | Director | 26,018 | 0.48% | May 20, 2026 |
| Brian Thomas Strosser | Director | 12,500 | 0.23% | Mar 16, 2026 |
| Scott M. Hamberger | Director | 14,159 | 0.26% | Mar 12, 2026 |
| Edward Hill Iii | Director | 5,600 | 0.10% | Mar 6, 2026 |
| Susan Dorrance Davies | Director | 150 | 0.00% | Mar 6, 2026 |
| John R. Milleson | Director | 144,681 | 2.67% | Jan 6, 2026 |
| Mary Bruce Glaize | Director | 17,861 | 0.33% | Jan 6, 2026 |
| Cary R. Claytor | Director | 9,974 | 0.18% | Jan 6, 2026 |
| Douglas Clay Rinker | Director | 22,199 | 0.41% | Jan 6, 2026 |
| Tatiana C. Matthews | Director | 3,617 | 0.07% | Jan 6, 2026 |
| Karthik Shyamsunder | Director | 961 | 0.02% | Jan 6, 2026 |
| John D. Stokely Jr | Director | 14,240 | 0.26% | Jan 6, 2026 |
| Thomas T. Gilpin | Director | 116,004 | 2.14% | Feb 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert W. Smalley Jr Director | May 19, 2026 | Returned to company | −761 | – | – | 24,379 |
| Marianne Schmidt EXECUTIVE OFFICER | Apr 29, 2026 | Sale | −388 | $37.95 | $14.72K | 3,757 |
| Scott M. Hamberger Director | Mar 11, 2026 | Gift | +600 | – | – | 11,609 |
| Scott M. Hamberger Director | Mar 11, 2026 | Buy | +909 | $33.00 | $30.00K | 2,550 |
| Scott M. Hamberger Director | Mar 11, 2026 | Gift | −600 | – | – | 1,950 |
| Edward Hill Iii Director | Mar 5, 2026 | Buy | +939 | $34.62 | $32.51K | 5,600 |
| Brandon Craig Lorey EXECUTIVE OFFICER, Director | Mar 2, 2026 | Buy | +350 | $34.53 | $12.09K | 44,204 |
| Scott M. Hamberger Director | Feb 27, 2026 | Buy | +945 | $36.00 | $34.02K | 11,009 |
| Scott M. Hamberger Director | Jan 30, 2026 | Buy | +597 | $37.99 | $22.68K | 10,064 |
| Yasaman Yamini EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −36 | $39.35 | $1.42K | 2,427 |
| Kathleen S. Croson EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −133 | $39.35 | $5.23K | 6,306 |
| Kaley Ann Crosen EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −130 | $39.35 | $5.12K | 23,846 |
| Aaron M. Poffinberger EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −155 | $39.35 | $6.10K | 11,241 |
| Joseph T. Zmitrovich EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −343 | $39.35 | $13.50K | 25,981 |
| Kathleen J. Chappell EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −208 | $39.35 | $8.18K | 19,448 |
| Marianne Schmidt EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −120 | $39.35 | $4.72K | 4,145 |
| Todd A. Braithwaite EXECUTIVE OFFICER | Jan 5, 2026 | Tax withholding | −112 | $39.35 | $4.41K | 9,737 |
| Brandon Craig Lorey EXECUTIVE OFFICER, Director | Jan 5, 2026 | Tax withholding | −451 | $39.35 | $17.75K | 43,854 |
| Yasaman Yamini EXECUTIVE OFFICER | Jan 2, 2026 | Award | +1,363 | – | – | 2,558 |
| Yasaman Yamini EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −95 | $39.44 | $3.75K | 2,463 |
| John R. Milleson Director | Jan 2, 2026 | Award | +761 | – | – | 144,586 |
| Nicholas Peter Smith EXECUTIVE OFFICER | Jan 2, 2026 | Award | +3,962 | – | – | 7,971 |
| Nicholas Peter Smith EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −220 | $39.44 | $8.68K | 7,751 |
| Kathleen S. Croson EXECUTIVE OFFICER | Jan 2, 2026 | Award | +1,576 | – | – | 6,750 |
| Kathleen S. Croson EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −311 | $39.44 | $12.27K | 6,439 |
| John D. Stokely Jr Director | Jan 2, 2026 | Award | +761 | – | – | 14,240 |
| Debra L. Purrington EXECUTIVE OFFICER | Jan 2, 2026 | Award | +1,919 | – | – | 8,475 |
| Kaley Ann Crosen EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −339 | $39.44 | $13.37K | 23,976 |
| Kaley Ann Crosen EXECUTIVE OFFICER | Jan 2, 2026 | Award | +2,141 | – | – | 24,315 |
| Aaron M. Poffinberger EXECUTIVE OFFICER | Jan 2, 2026 | Award | +2,317 | – | – | 11,763 |
| Aaron M. Poffinberger EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −367 | $39.44 | $14.47K | 11,396 |
| Joseph T. Zmitrovich EXECUTIVE OFFICER | Jan 2, 2026 | Award | +3,722 | – | – | 27,128 |
| Joseph T. Zmitrovich EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −804 | $39.44 | $31.71K | 26,324 |
| Scott M. Hamberger Director | Jan 2, 2026 | Award | +761 | – | – | 1,636 |
| Edward Hill Iii Director | Jan 2, 2026 | Award | +761 | – | – | 4,661 |
| Kathleen J. Chappell EXECUTIVE OFFICER | Jan 2, 2026 | Award | +3,105 | – | – | 20,148 |
| Kathleen J. Chappell EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −492 | $39.44 | $19.40K | 19,656 |
| Robert W. Smalley Jr Director | Jan 2, 2026 | Award | +761 | – | – | 24,826 |
| Mary Bruce Glaize Director | Jan 2, 2026 | Award | +761 | – | – | 17,796 |
| Cary R. Claytor Director | Jan 2, 2026 | Award | +1,141 | – | – | 9,662 |
| Tatiana C. Matthews Director | Jan 2, 2026 | Award | +761 | – | – | 3,617 |
| Karthik Shyamsunder Director | Jan 2, 2026 | Award | +761 | – | – | 961 |
| Marianne Schmidt EXECUTIVE OFFICER | Jan 2, 2026 | Award | +1,412 | – | – | 4,576 |
| Marianne Schmidt EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −311 | $39.44 | $12.27K | 4,265 |
| Douglas Clay Rinker Director | Jan 2, 2026 | Award | +761 | – | – | 22,199 |
| Todd A. Braithwaite EXECUTIVE OFFICER | Jan 2, 2026 | Award | +1,309 | – | – | 10,109 |
| Todd A. Braithwaite EXECUTIVE OFFICER | Jan 2, 2026 | Tax withholding | −260 | $39.44 | $10.25K | 9,849 |
| Brandon Craig Lorey EXECUTIVE OFFICER, Director | Jan 2, 2026 | Tax withholding | −1,058 | $39.44 | $41.73K | 44,305 |
| Brandon Craig Lorey EXECUTIVE OFFICER, Director | Jan 2, 2026 | Award | +7,290 | – | – | 45,363 |
| James S. George Ii EXECUTIVE OFFICER | Dec 31, 2025 | Returned to company | −798 | – | – | 5,009 |
| James S. George Ii EXECUTIVE OFFICER | Dec 31, 2025 | Tax withholding | −818 | $39.80 | $32.56K | 5,807 |
| Todd A. Braithwaite EXECUTIVE OFFICER | Dec 3, 2025 | Sale | −56 | $38.90 | $2.18K | 8,800 |
| Scott M. Hamberger Director | Nov 12, 2025 | Gift | −9,467 | – | – | 875 |
| John D. Stokely Jr Director | Oct 29, 2025 | Sale | −78 | $36.60 | $2.85K | 13,369 |
| John D. Stokely Jr Director | Oct 29, 2025 | Sale | −5,815 | $36.60 | $212.83K | 0 |
| Nicholas Peter Smith EXECUTIVE OFFICER | Jul 31, 2025 | Buy | +303 | $33.00 | $10.00K | 4,009 |
| Kathleen S. Croson EXECUTIVE OFFICER | Jun 20, 2025 | Tax withholding | −46 | $36.25 | $1.67K | 5,174 |
| Kathleen S. Croson EXECUTIVE OFFICER | Jun 20, 2025 | Returned to company | −37 | – | – | 5,220 |
| Todd A. Braithwaite EXECUTIVE OFFICER | Jun 20, 2025 | Returned to company | −31 | – | – | 8,856 |
| Debra L. Purrington EXECUTIVE OFFICER | Jun 20, 2025 | Returned to company | −43 | – | – | 6,556 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.