Idorsia Ltd's (VTX:IDIA) 15% gain last week benefited both retail investors who own 48% as well as insiders
A total of 11 investors have a majority stake in the company with 50% ownership
Insider ownership in Idorsia is 28%
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A look at the shareholders of Idorsia Ltd (VTX:IDIA) can tell us which group is most powerful. We can see that retail investors own the lion's share in the company with 48% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
Following a 15% increase in the stock price last week, retail investors profited the most, but insiders who own 28% stock also stood to gain from the increase.
Let's take a closer look to see what the different types of shareholders can tell us about Idorsia.
See our latest analysis for Idorsia
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
Idorsia already has institutions on the share registry. Indeed, they own a respectable stake in the company. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Idorsia, (below). Of course, keep in mind that there are other factors to consider, too.
We note that hedge funds don't have a meaningful investment in Idorsia. Our data shows that Jean-Paul Clozel is the largest shareholder with 19% of shares outstanding. Idorsia Pharmaceuticals Ltd. is the second largest shareholder owning 11% of common stock, and Martine Clozel holds about 6.3% of the company stock.
After doing some more digging, we found that the top 11 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company.
While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There is a little analyst coverage of the stock, but not much. So there is room for it to gain more coverage.
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.
It seems insiders own a significant proportion of Idorsia Ltd. It has a market capitalization of just CHF473m, and insiders have CHF134m worth of shares in their own names. We would say this shows alignment with shareholders, but it is worth noting that the company is still quite small; some insiders may have founded the business. You can click here to see if those insiders have been buying or selling.
With a 48% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Idorsia. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
It seems that Private Companies own 11%, of the Idorsia stock. It might be worth looking deeper into this. If related parties, such as insiders, have an interest in one of these private companies, that should be disclosed in the annual report. Private companies may also have a strategic interest in the company.
I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Be aware that Idorsia is showing 4 warning signs in our investment analysis , and 3 of those are significant...
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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