Sierra Bancorp Ownership
| BSRR Stock | USD 31.72 1.12 3.66% |
Shares in Circulation | First Issued 1999-03-31 | Previous Quarter 14.4 M | Current Value 14.3 M | Avarage Shares Outstanding 12.5 M | Quarterly Volatility 2.4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Sierra |
Sierra Stock Ownership Analysis
About 60.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.23. Some equities with similar Price to Book (P/B) outperform the market in the long run. Sierra Bancorp has Price/Earnings To Growth (PEG) ratio of 2.27. The entity last dividend was issued on the 31st of October 2024. The firm had 2:1 split on the 17th of November 1997. Sierra Bancorp operates as the bank holding company for Bank of the Sierra that provides retail and commercial banking services to individuals and businesses in California. Sierra Bancorp was founded in 1977 and is headquartered in Porterville, California. Sierra Bancorp operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 500 people. For more info on Sierra Bancorp please contact Kevin McPhaill at 559 782 4900 or go to https://www.sierrabancorp.com.Besides selling stocks to institutional investors, Sierra Bancorp also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Sierra Bancorp's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Sierra Bancorp's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Sierra Bancorp Quarterly Liabilities And Stockholders Equity |
|
Sierra Bancorp Insider Trades History
About 11.0% of Sierra Bancorp are currently held by insiders. Unlike Sierra Bancorp's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Sierra Bancorp's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Sierra Bancorp's insider trades
Sierra Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sierra Bancorp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sierra Bancorp backward and forwards among themselves. Sierra Bancorp's institutional investor refers to the entity that pools money to purchase Sierra Bancorp's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Renaissance Technologies Corp | 2024-09-30 | 204.6 K | Fmr Inc | 2024-09-30 | 194.6 K | Foundry Partners, Llc | 2024-09-30 | 177 K | Hotchkis & Wiley Capital Management Llc | 2024-06-30 | 141.1 K | Bridgeway Capital Management, Llc | 2024-06-30 | 124.2 K | American Century Companies Inc | 2024-09-30 | 122.1 K | Bank Of New York Mellon Corp | 2024-06-30 | 119.5 K | Lsv Asset Management | 2024-09-30 | 115.8 K | Goldman Sachs Group Inc | 2024-06-30 | 98.6 K | Blackrock Inc | 2024-06-30 | 1.4 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 976.7 K |
Sierra Bancorp Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sierra Bancorp insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sierra Bancorp'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 Sierra Bancorp insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Hugh Boyle over three months ago Acquisition by Hugh Boyle of 5963 shares of Sierra Bancorp subject to Rule 16b-3 | ||
Hugh Boyle over six months ago Disposition of 582 shares by Hugh Boyle of Sierra Bancorp at 19.13 subject to Rule 16b-3 | ||
Jennifer Johnson over six months ago Acquisition by Jennifer Johnson of 5276 shares of Sierra Bancorp subject to Rule 16b-3 | ||
Gordon Woods over a year ago Sierra Bancorp exotic insider transaction detected | ||
Gordon Woods over a year ago Purchase by Gordon Woods of tradable shares of Sierra Bancorp |
Sierra Bancorp Outstanding Bonds
Sierra Bancorp issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sierra Bancorp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sierra bonds can be classified according to their maturity, which is the date when Sierra Bancorp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| SIEGR 6125 17 AUG 26 Corp BondUS826200AD92 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| SIEGR 215 11 MAR 31 Corp BondUS82620KBE29 | View | |
| SIEGR 17 11 MAR 28 Corp BondUS82620KBD46 | View | |
| SIEGR 2875 11 MAR 41 Corp BondUS82620KBF93 | View | |
| SIEGR 33 15 SEP 46 Corp BondUS82620KAM53 | View |
Sierra Bancorp Corporate Filings
F4 | 20th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 5th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Sierra Bancorp
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sierra Bancorp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sierra Bancorp will appreciate offsetting losses from the drop in the long position's value.Moving together with Sierra Stock
| 0.89 | AX | Axos Financial | PairCorr |
| 0.9 | BY | Byline Bancorp Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.84 | PB | Prosperity Bancshares Fiscal Year End 22nd of January 2025 | PairCorr |
Moving against Sierra Stock
The ability to find closely correlated positions to Sierra Bancorp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sierra Bancorp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sierra Bancorp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sierra Bancorp to buy it.
The correlation of Sierra Bancorp is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sierra Bancorp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sierra Bancorp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sierra Bancorp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Sierra Stock Analysis
When running Sierra Bancorp's price analysis, check to measure Sierra Bancorp's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sierra Bancorp is operating at the current time. Most of Sierra Bancorp's value examination focuses on studying past and present price action to predict the probability of Sierra Bancorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sierra Bancorp's price. Additionally, you may evaluate how the addition of Sierra Bancorp to your portfolios can decrease your overall portfolio volatility.