Portman Ridge Company Leadership

PTMN Stock  USD 17.02  0.13  0.76%   
About 67% of Portman Ridge's corporate insiders are selling. The analysis of insiders' sentiment of trading Portman Ridge Finance stock suggests that many insiders are alarmed at this time. Portman Ridge employs about 5 people. The company is managed by 5 executives with a total tenure of roughly 6 years, averaging almost 1.0 years of service per executive, having 1.0 employees per reported executive.
Patrick Schafer  Executive
Chief Investment Officer

Portman Ridge's Insider Buying Vs Selling

33

 
Selling
 
Buying

Latest Trades

2023-11-15Repertoire Partners LpDisposed 9884 @ 17.04View
2023-11-13Repertoire Partners LpDisposed 4177 @ 17.28View
2023-11-10Repertoire Partners LpDisposed 69110 @ 17.46View
2023-10-09Repertoire Partners LpDisposed 2276 @ 19.15View
2023-09-27Master Fund Lp RepertoireDisposed 15051 @ 19.25View
2023-09-21Master Fund Lp RepertoireDisposed 10446 @ 19.29View
2023-09-19Master Fund Lp RepertoireDisposed 55462 @ 19.4View
2023-06-01Master Fund Lp RepertoireAcquired 14991 @ 19.45View
2023-02-08Master Fund Lp RepertoireDisposed 10144 @ 22.65View
2023-02-06Master Fund Lp RepertoireDisposed 100 @ 22.7View
2023-01-27Master Fund Lp RepertoireAcquired 1658 @ 22.75View
2023-01-25Master Fund Lp RepertoireDisposed 905 @ 22.8View
2023-01-20Master Fund Lp RepertoireAcquired 1397 @ 22.5View
2023-01-17Master Fund Lp RepertoireDisposed 188 @ 22.9View
2023-01-12Master Fund Lp RepertoireAcquired 646 @ 22.35View
2023-01-09Master Fund Lp RepertoireAcquired 200 @ 22.3View
2023-01-05Master Fund Lp RepertoireAcquired 2500 @ 22.36View
2023-01-03Master Fund Lp RepertoireDisposed 13009 @ 22.53View
Monitoring Portman Ridge's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Portman Ridge Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.

Portman Ridge's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Portman Ridge's future performance. Based on our forecasts, it is anticipated that Portman will maintain a workforce of about 30 employees by March 2025.
 
Credit Downgrade
 
Yuan Drop
 
Covid

Portman Ridge Management Team Effectiveness

The company has return on total asset (ROA) of 0.058 % which means that it generated a profit of $0.058 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0179 %, meaning that it created $0.0179 on every $100 dollars invested by stockholders. Portman Ridge's management efficiency ratios could be used to measure how well Portman Ridge manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Portman Ridge's Return On Tangible Assets are very stable compared to the past year. As of the 2nd of February 2025, Return On Capital Employed is likely to grow to 0.12, while Return On Assets are likely to drop 0.01. At this time, Portman Ridge's Other Assets are very stable compared to the past year. As of the 2nd of February 2025, Intangible Assets is likely to grow to about 25.2 T, while Total Assets are likely to drop about 472.6 M.
As of the 2nd of February 2025, Common Stock Shares Outstanding is likely to grow to about 11.5 M, though Net Loss is likely to grow to (22.9 M).

Portman Ridge Workforce Comparison

Portman Ridge Finance is currently under evaluation in number of employees category among its peers. The total workforce of Financials industry is at this time estimated at about 483. Portman Ridge adds roughly 0.0 in number of employees claiming only tiny portion of equities under Financials industry.
The company has Profit Margin (PM) of 0.05 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.72 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.72.

Portman Ridge Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Portman Ridge insiders, such as employees or executives, is commonly permitted as long as it does not rely on Portman Ridge's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Portman Ridge insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2023-12-01
0.0909
1
11
 451,411 
 627,348 
2023-06-01
0.9524
20
21
 45,102 
 36,670 
2023-03-01
1.2857
45
35
 57,154 
 63,529 
2022-12-01
1.8684
71
38
 160,484 
 116,806 
2022-09-01
2.5
15
6
 69,444 
 13,907 
2021-12-01
0.0714
1
14
 1,000.00 
 321,850 
2019-12-01
0.5714
4
7
 29,238 
 370,000 
2018-06-01
1.2
6
5
 6,000 
 16,101 
2017-06-01
0.75
6
8
 6,000 
 45,778 
2016-06-01
0.6667
6
9
 6,000 
 53,694 
2015-06-01
2.1667
13
6
 134,920 
 29,487 
2014-06-01
0.7692
10
13
 267,669 
 660,000 
2008-09-01
1.6667
15
9
 295,250 
 974,272 
2008-06-01
1.0
12
12
 154,406 
 166,452 
2007-12-01
1.4545
80
55
 25,500 
 930,000 
2006-12-01
2.2
11
5
 19,600 
 0.00 

Portman Ridge Notable Stakeholders

A Portman Ridge stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Portman Ridge often face trade-offs trying to please all of them. Portman Ridge's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Portman Ridge's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Jason RoosSecretary CFOProfile
Brandon SatorenSecretary OfficerProfile
Edward GoldthorpeCEO ChairmanProfile
Patrick SchaferChief Investment OfficerProfile
David JDChief OfficerProfile

About Portman Ridge Management Performance

The success or failure of an entity such as Portman Ridge Finance often depends on how effective the management is. Portman Ridge management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Portman management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Portman management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.02  0.03 
Return On Capital Employed 0.10  0.12 
Return On Assets 0.02  0.01 
Return On Equity 0.06  0.06 

Portman Ridge Workforce Analysis

Traditionally, organizations such as Portman Ridge use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Portman Ridge within its industry.

Portman Ridge Manpower Efficiency

Return on Portman Ridge Manpower

Revenue Per Employee11.7M
Revenue Per Executive11.7M
Net Income Per Employee2.3M
Net Income Per Executive2.3M
When determining whether Portman Ridge Finance offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Portman Ridge's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Portman Ridge Finance Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Portman Ridge Finance Stock:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Portman Ridge Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Is Capital Markets space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Portman Ridge. If investors know Portman will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Portman Ridge listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
82.399
Dividend Share
2.76
Earnings Share
0.37
Revenue Per Share
7.055
Quarterly Revenue Growth
(0.18)
The market value of Portman Ridge Finance is measured differently than its book value, which is the value of Portman that is recorded on the company's balance sheet. Investors also form their own opinion of Portman Ridge's value that differs from its market value or its book value, called intrinsic value, which is Portman Ridge's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Portman Ridge's market value can be influenced by many factors that don't directly affect Portman Ridge's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Portman Ridge's value and its price as these two are different measures arrived at by different means. Investors typically determine if Portman Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Portman Ridge's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.