Latest news with #insiders
Yahoo
7 hours ago
- Business
- Yahoo
BayCom Corp (NASDAQ:BCML) is favoured by institutional owners who hold 62% of the company
Given the large stake in the stock by institutions, BayCom's stock price might be vulnerable to their trading decisions The top 13 shareholders own 51% of the company Insiders have been selling lately We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. If you want to know who really controls BayCom Corp (NASDAQ:BCML), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are institutions with 62% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Given the vast amount of money and research capacities at their disposal, institutional ownership tends to carry a lot of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute. Let's delve deeper into each type of owner of BayCom, beginning with the chart below. View our latest analysis for BayCom Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. We can see that BayCom does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. 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 BayCom, (below). Of course, keep in mind that there are other factors to consider, too. Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. Hedge funds don't have many shares in BayCom. BlackRock, Inc. is currently the company's largest shareholder with 8.5% of shares outstanding. In comparison, the second and third largest shareholders hold about 8.2% and 5.7% of the stock. Additionally, the company's CEO George Guarini directly holds 2.1% of the total shares outstanding. A closer look at our ownership figures suggests that the top 13 shareholders have a combined ownership of 51% implying that no single shareholder has a majority. 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 are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. 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. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. We can report that insiders do own shares in BayCom Corp. As individuals, the insiders collectively own US$23m worth of the US$292m company. It is good to see some investment by insiders, but it might be worth checking if those insiders have been buying. The general public-- including retail investors -- own 30% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. 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. For example, we've discovered 1 warning sign for BayCom that you should be aware of before investing here. Ultimately the future is most important. You can access this free report on analyst forecasts for the company. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.
Yahoo
8 hours ago
- Business
- Yahoo
Sonoco Products Company (NYSE:SON) is favoured by institutional owners who hold 82% of the company
Institutions' substantial holdings in Sonoco Products implies that they have significant influence over the company's share price A total of 16 investors have a majority stake in the company with 50% ownership Insiders have been buying lately We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. If you want to know who really controls Sonoco Products Company (NYSE:SON), then you'll have to look at the makeup of its share registry. With 82% stake, institutions possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute. Let's delve deeper into each type of owner of Sonoco Products, beginning with the chart below. See our latest analysis for Sonoco Products Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. Sonoco Products 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 Sonoco Products, (below). Of course, keep in mind that there are other factors to consider, too. Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Hedge funds don't have many shares in Sonoco Products. Our data shows that BlackRock, Inc. is the largest shareholder with 11% of shares outstanding. The Vanguard Group, Inc. is the second largest shareholder owning 11% of common stock, and State Street Global Advisors, Inc. holds about 4.5% of the company stock. Additionally, the company's CEO Robert Coker directly holds 0.5% of the total shares outstanding. Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 16 shareholders, meaning that no single shareholder has a majority interest in the ownership. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. We can see that insiders own shares in Sonoco Products Company. It is a pretty big company, so it is generally a positive to see some potentially meaningful alignment. In this case, they own around US$51m worth of shares (at current prices). It is good to see this level of investment by insiders. You can check here to see if those insiders have been buying recently. The general public-- including retail investors -- own 16% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. 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 Sonoco Products is showing 4 warning signs in our investment analysis , and 2 of those shouldn't be ignored... If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Straumann Holding AG's (VTX:STMN) largest shareholders are retail investors with 37% ownership, insiders own 32%
Significant control over Straumann Holding by retail investors implies that the general public has more power to influence management and governance-related decisions The top 12 shareholders own 51% of the company 32% of Straumann Holding is held by insiders This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Every investor in Straumann Holding AG (VTX:STMN) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are retail investors with 37% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). Meanwhile, individual insiders make up 32% of the company's shareholders. Generally speaking, as a company grows, institutions will increase their ownership. Conversely, insiders often decrease their ownership over time. In the chart below, we zoom in on the different ownership groups of Straumann Holding. See our latest analysis for Straumann Holding 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. We can see that Straumann Holding does have institutional investors; and they hold a good portion of the company's stock. 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 Straumann Holding, (below). Of course, keep in mind that there are other factors to consider, too. Straumann Holding is not owned by hedge funds. The company's largest shareholder is Thomas Straumann, with ownership of 16%. For context, the second largest shareholder holds about 10% of the shares outstanding, followed by an ownership of 5.1% by the third-largest shareholder. A closer look at our ownership figures suggests that the top 12 shareholders have a combined ownership of 51% implying that no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. 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. Our most recent data indicates that insiders own a reasonable proportion of Straumann Holding AG. Insiders own CHF5.5b worth of shares in the CHF17b company. That's quite meaningful. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders. With a 37% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Straumann Holding. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. While it is well worth considering the different groups that own a company, there are other factors that are even more important. I like to dive deeper into how a company has performed in the past. You can access this interactive graph of past earnings, revenue and cash flow, for free. Ultimately the future is most important. You can access this free report on analyst forecasts for the company. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.
Yahoo
3 days ago
- Business
- Yahoo
Straumann Holding AG's (VTX:STMN) largest shareholders are retail investors with 37% ownership, insiders own 32%
Significant control over Straumann Holding by retail investors implies that the general public has more power to influence management and governance-related decisions The top 12 shareholders own 51% of the company 32% of Straumann Holding is held by insiders This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Every investor in Straumann Holding AG (VTX:STMN) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are retail investors with 37% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). Meanwhile, individual insiders make up 32% of the company's shareholders. Generally speaking, as a company grows, institutions will increase their ownership. Conversely, insiders often decrease their ownership over time. In the chart below, we zoom in on the different ownership groups of Straumann Holding. See our latest analysis for Straumann Holding 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. We can see that Straumann Holding does have institutional investors; and they hold a good portion of the company's stock. 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 Straumann Holding, (below). Of course, keep in mind that there are other factors to consider, too. Straumann Holding is not owned by hedge funds. The company's largest shareholder is Thomas Straumann, with ownership of 16%. For context, the second largest shareholder holds about 10% of the shares outstanding, followed by an ownership of 5.1% by the third-largest shareholder. A closer look at our ownership figures suggests that the top 12 shareholders have a combined ownership of 51% implying that no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. 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. Our most recent data indicates that insiders own a reasonable proportion of Straumann Holding AG. Insiders own CHF5.5b worth of shares in the CHF17b company. That's quite meaningful. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders. With a 37% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Straumann Holding. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. While it is well worth considering the different groups that own a company, there are other factors that are even more important. I like to dive deeper into how a company has performed in the past. You can access this interactive graph of past earnings, revenue and cash flow, for free. Ultimately the future is most important. You can access this free report on analyst forecasts for the company. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Entrepreneur
3 days ago
- Business
- Entrepreneur
Meta's Institutional & Insider Data Fuels Bulls Despite Disparity
Meta is seeing a split in investor behavior: institutions are buying, but insiders are selling. What does this divergence signal about the future of Meta stock? This story originally appeared on MarketBeat [content-module:CompanyOverview|NASDAQ:META] Magnificent Seven stock Meta Platforms (NASDAQ: META) is seeing a huge divergence in trading activity when it comes to two important groups: institutions and insiders. This analysis will dive into what these groups each are indicating about Meta going forward, and provide perspective on what they mean overall. Institutions Favored Buying Meta to A Tune of $12 Billion in Q1 When it comes to institutional buying, MarketBeat data indicates that buyers are extensively outweighing sellers. The data comes from these investment firms' 13F filings that came out in mid-May. However, 13F filings have a 45-day lag. Thus, this data only goes through Mar. 31 and doesn't reflect whether these investors are buying or selling today. Still, the most recent data provides insight into how smart money investors viewed the stock in Q1. In Q1, institutional buyers poured $30 billion into the tech stock. Meanwhile, sellers reduced their stakes by $18 billion, resulting in net purchases of $12 billion. This is a solidly bullish sign for Meta as institutions generally preferred to purchase shares rather than sell. However, the price at which these investors bought or sold is unknown, making it difficult to decipher at what prices they may or may not see value in Meta stock. But, as of the May 27 close, Meta is trading around 11% above its lowest price in Q1. This indicates buyers wouldn't have achieved much upside in the stock so far and still see value. The stock is also trading essentially in line with its average closing price of just under $643 in Q1. This paints an even more bullish picture, considering these buyers likely didn't purchase at the stock's lowest price. Insiders Are Getting Out of Meta, but Context Is Needed The company's insider transaction data does not look flattering at first glance. In Q1, MarketBeat estimates that insider selling came in at $386 million. Meanwhile, MarketBeat recorded no insider purchases. Insiders are looking to offload shares rather than doubling down on the stock to increase its value. This is a seemingly bearish signal. Note that insider transactions typically only have one to two days lag. As such, the company saw an additional $31 million in selling in Q2. Still, famed investor Peter Lynch's quote can help balance out the seemingly negative picture that insider selling paints around Meta. Lynch said, 'insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise." While the quote largely focuses on why insider buying is bullish, it also refutes the idea that insider selling is assuredly bearish. It describes that just because insiders are selling doesn't mean they think the stock will go down. Insiders tend to have a disproportionate amount of their wealth concentrated in the company they work for. This is because a significant part of the company's overall compensation is stock. To manage this risk, insiders are often advised to sell their shares to diversify their portfolios. Diversification is simply a prudent financial strategy. It doesn't necessarily indicate a lack of confidence in the future success of a stock. Adding to this concentration risk is the fact that these insiders' salaries are also dependent on the company's success. Falling stock prices make layoffs more likely. If this happens, insiders risk a double whammy of bad news. They could lose their income while also seeing their investment portfolio decline significantly. Selling shares helps mitigate this risk. These examples provide strong reasons why insider selling doesn't make a company's shares destined to fall. Still, the huge dispersion in insider buying versus selling is a bit worrisome. Meta's Institutional & Insider Transaction Data Adds to Bullish Views [content-module:Forecast|NASDAQ:META] Meta's institutional and insider transaction data seem to be in conflict. However, the factors discussed above significantly mitigate the negative conclusions that investors could draw from insider data. These insiders often receive so much stock-based compensation that buying more Meta stock doesn't make much sense. The fact that Meta paid out over $4.1 billion in share-based compensation in Q1 supporting this idea. That figure far exceeds the $417 million in insider selling in 2025. This means that despite the sales, Meta's total insider holdings continue to grow. Overall, the large number of net institutional purchases and insider data lend support to a moderately bullish view on Meta. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here
