Broadwind Energy Ownership
| BWEN Stock | USD 1.77 0.05 2.91% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 22 M | Current Value 22 M | Avarage Shares Outstanding 15.6 M | Quarterly Volatility 3.4 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.
Broadwind |
Broadwind Stock Ownership Analysis
About 29.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.64. Some equities with similar Price to Book (P/B) outperform the market in the long run. Broadwind Energy has Price/Earnings To Growth (PEG) ratio of 1.05. The entity had not issued any dividends in recent years. The firm had 1:10 split on the 23rd of August 2012. Broadwind, Inc. manufactures and sells structures, equipment, and components for clean tech and other specialized applications primarily in the United States. The company was formerly known as Broadwind Energy, Inc. and changed its name to Broadwind, Inc. in May 2020. Broadwind Energy operates under Specialty Industrial Machinery classification in the United States and is traded on NASDAQ Exchange. It employs 493 people. For more info on Broadwind Energy please contact the company at 708 780 4800 or go to https://www.bwen.com.Besides selling stocks to institutional investors, Broadwind Energy 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 Broadwind Energy'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 Broadwind Energy'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.
Broadwind Energy Quarterly Liabilities And Stockholders Equity |
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About 11.0% of Broadwind Energy are currently held by insiders. Unlike Broadwind Energy'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 Broadwind Energy'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 Broadwind Energy's insider trades
Broadwind Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Broadwind Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Broadwind Energy backward and forwards among themselves. Broadwind Energy's institutional investor refers to the entity that pools money to purchase Broadwind Energy'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 | 131.9 K | Perritt Capital Management Inc. | 2024-09-30 | 124 K | Millennium Management Llc | 2024-06-30 | 82.4 K | Bridgeway Capital Management, Llc | 2024-09-30 | 81.2 K | Essex Investment Management Company, Llc | 2024-09-30 | 67.8 K | State Street Corp | 2024-06-30 | 64.7 K | Goldman Sachs Group Inc | 2024-06-30 | 63.6 K | Goss Wealth Management Llc | 2024-06-30 | 58.6 K | Susquehanna International Group, Llp | 2024-06-30 | 58.1 K | Grace & White Inc | 2024-09-30 | 1.7 M | Vanguard Group Inc | 2024-09-30 | 982.8 K |
Broadwind Energy 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 Broadwind Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Broadwind Energy'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 Broadwind Energy 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.
Broadwind Energy Outstanding Bonds
Broadwind Energy 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. Broadwind Energy 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 Broadwind bonds can be classified according to their maturity, which is the date when Broadwind Energy 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.
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Pair Trading with Broadwind Energy
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 Broadwind Energy 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 Broadwind Energy will appreciate offsetting losses from the drop in the long position's value.Moving against Broadwind Stock
| 0.87 | AME | Ametek Inc Sell-off Trend | PairCorr |
| 0.84 | EMR | Emerson Electric | PairCorr |
| 0.79 | CR | Crane Company | PairCorr |
| 0.79 | PH | Parker Hannifin Sell-off Trend | PairCorr |
| 0.78 | EPAC | Enerpac Tool Group | PairCorr |
The ability to find closely correlated positions to Broadwind Energy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Broadwind Energy 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 Broadwind Energy - 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 Broadwind Energy to buy it.
The correlation of Broadwind Energy 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 Broadwind Energy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Broadwind Energy 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 Broadwind Energy 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Broadwind Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in Broadwind Stock, please use our How to Invest in Broadwind Energy guide.You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Is Heavy Electrical Equipment 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 Broadwind Energy. If investors know Broadwind 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 Broadwind Energy 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 16.667 | Earnings Share 0.14 | Revenue Per Share 8.255 | Quarterly Revenue Growth (0.35) | Return On Assets 0.0491 |
The market value of Broadwind Energy is measured differently than its book value, which is the value of Broadwind that is recorded on the company's balance sheet. Investors also form their own opinion of Broadwind Energy's value that differs from its market value or its book value, called intrinsic value, which is Broadwind Energy'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 Broadwind Energy's market value can be influenced by many factors that don't directly affect Broadwind Energy'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 Broadwind Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Broadwind Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Broadwind Energy'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.