Welcome to our dedicated page for Berkshire Hills Bancorp SEC filings (Ticker: BHLB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Recent SEC filings for the BHLB issuer record identify Beacon Financial Corporation as the registrant and document bank holding company disclosure after completed merger activity. The filings cover Form 8-K material events for quarterly results, Regulation FD investor presentations, common-stock dividends, and a board-authorized stock repurchase program that received Federal Reserve non-objection.
Proxy materials and related disclosures address board governance, shareholder voting matters, executive compensation, equity awards, and capital-structure information. The filing record also includes operating and financial result disclosures tied to merger accounting and system-conversion context.
Fuller & Thaler Asset Management, Inc. reports beneficial ownership of 2,734,139.58 shares of Berkshire Hills Bancorp Inc. common stock, representing 5.90% of the class. The filer states it is a California investment adviser and holds sole voting power over 2,703,668.58 shares and sole dispositive power over 2,734,139.58 shares as investment adviser to certain clients. Fuller & Thaler says the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer; the filing clarifies that clients retain the right to receive dividends or sale proceeds.
Berkshire Hills Bancorp reported improved profitability for the quarter ended June 30, 2025. Net income was $30,366 thousand for the three months and $56,085 thousand for the six months, up from $24,025 thousand and $3,837 thousand a year earlier. Net interest income rose to $91,921 thousand in Q2 and total net revenue increased to $113,673 thousand, reflecting higher loan-related fee income and stable net interest margins.
The balance sheet shows total assets of $12.035 billion and shareholders' equity of $1.222 billion. Deposits declined by $396.2 million to $9.979 billion and short-term borrowings increased to $360.0 million. The securities portfolio carried aggregate unrealized losses of $193.6 million. Criticized loans (Special Mention and lower) rose to $344,153 thousand and the allowance for credit losses on loans was $117,344 thousand.
State Street Corporation reported beneficial ownership of 2,393,791 shares of Berkshire Hills Bancorp Inc. common stock, equal to 5.2% of the class. The filing shows no sole voting or dispositive power and records shared voting power of 366,144 shares and shared dispositive power over all 2,393,791 shares. Several State Street Global Advisors entities are identified as the advisory/holding subsidiaries through which these positions are held. The filing includes a certification that the securities are held in the ordinary course of business and were not acquired to influence control of the issuer.
Berkshire Hills Bancorp, Inc. (NYSE: BHLB) filed an 8-K dated 24 Jul 2025 to furnish Q2-25 information.
- Item 2.02 – Results of Operations: The company issued a news release (Ex. 99.1) announcing financial results for the quarter ended 30 Jun 2025. No figures are included in the filing; the release is treated as “furnished,” not “filed.”
- Conference call/webcast: Held 24 Jul 2025 with replay available until 31 Jul 2025; webcast and slide deck posted on the IR website.
- Item 7.01 – Regulation FD: Investor presentation slides used during the call are available online.
- Exhibits: 99.1 (news release) and 104.1 (Inline XBRL cover page).
No quantitative results, guidance, or other material events are disclosed in the text supplied. Consequently, the filing is informational only and has limited immediate valuation impact.