Carrier Global Ownership
| CARR Stock | USD 78.87 1.87 2.43% |
Shares in Circulation | First Issued 2019-03-31 | Previous Quarter 915.3 M | Current Value 915 M | Avarage Shares Outstanding 875.3 M | Quarterly Volatility 20.1 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.
Carrier |
Carrier Stock Ownership Analysis
About 85.0% of the company shares are held by institutions such as insurance companies. The book value of Carrier Global was currently reported as 16.37. The company has Price/Earnings To Growth (PEG) ratio of 1.83. Carrier Global Corp last dividend was issued on the 25th of October 2024. Carrier Global Corporation provides heating, ventilating, and air conditioning , refrigeration, fire, security, and building automation technologies worldwide. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida. Carrier Global operates under Building Products Equipment classification in the United States and is traded on New York Stock Exchange. It employs 58000 people. For more info on Carrier Global Corp please contact David Gitlin at 561 365 2000 or go to https://www.corporate.carrier.com.Besides selling stocks to institutional investors, Carrier Global 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 Carrier Global'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 Carrier Global'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.
Carrier Global Quarterly Liabilities And Stockholders Equity |
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Carrier Global Insider Trades History
About 7.0% of Carrier Global Corp are currently held by insiders. Unlike Carrier Global'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 Carrier Global'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 Carrier Global's insider trades
Carrier Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carrier Global is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carrier Global Corp backward and forwards among themselves. Carrier Global's institutional investor refers to the entity that pools money to purchase Carrier Global'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 | Nuveen Asset Management, Llc | 2024-06-30 | 12.8 M | Fmr Inc | 2024-09-30 | 8.7 M | Norges Bank | 2024-06-30 | 8 M | Fiera Capital Corporation | 2024-06-30 | 7.9 M | Northern Trust Corp | 2024-09-30 | 7.6 M | Legal & General Group Plc | 2024-06-30 | 6.5 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 6 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 5.9 M | Pictet Asset Manangement Sa | 2024-06-30 | 5.9 M | Capital Research Global Investors | 2024-09-30 | 95.2 M | Vanguard Group Inc | 2024-09-30 | 95.2 M |
Carrier Global Corp 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 Carrier Global insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carrier Global'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 Carrier Global 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.
Jurgen Timperman over three weeks ago Disposition of 14211 shares by Jurgen Timperman of Carrier Global at 59.4 subject to Rule 16b-3 | ||
David Gitlin over three months ago Disposition of 46819 shares by David Gitlin of Carrier GlobalCorp at 18.53 subject to Rule 16b-3 | ||
Story Susan N over six months ago Acquisition by Story Susan N of 6088 shares of Carrier GlobalCorp subject to Rule 16b-3 | ||
O'connor Kevin J. over six months ago Disposition of 20000 shares by Oconnor Kevin J. of Carrier Global at 65.7312 subject to Rule 16b-3 | ||
Beth Wozniak over six months ago Acquisition by Beth Wozniak of 4098 shares of Carrier GlobalCorp subject to Rule 16b-3 | ||
David Gitlin over six months ago Acquisition by David Gitlin of 320042 shares of Carrier GlobalCorp at 21.43 subject to Rule 16b-3 | ||
Timothy White over a year ago Exercise or conversion by Timothy White of 10611 shares of Carrier GlobalCorp subject to Rule 16b-3 |
Carrier Global's latest congressional trading
Congressional trading in companies like Carrier Global Corp, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Carrier Global by those in governmental positions are based on the same information available to the general public.
Carrier Global Outstanding Bonds
Carrier Global 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. Carrier Global Corp 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 Carrier bonds can be classified according to their maturity, which is the date when Carrier Global Corp 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.
| CARRIER GLOBAL P Corp BondUS14448CAS35 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAR51 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAQ78 | View | |
| US14445LAA52 Corp BondUS14445LAA52 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAP95 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAN48 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAL81 | View |
Carrier Global Corporate Filings
F3 | 20th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 8th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Carrier Global
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 Carrier Global 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 Carrier Global will appreciate offsetting losses from the drop in the long position's value.Moving together with Carrier Stock
Moving against Carrier Stock
The ability to find closely correlated positions to Carrier Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carrier Global 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 Carrier Global - 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 Carrier Global Corp to buy it.
The correlation of Carrier Global 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 Carrier Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carrier Global Corp 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 Carrier Global 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 Carrier Stock Analysis
When running Carrier Global's price analysis, check to measure Carrier Global'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 Carrier Global is operating at the current time. Most of Carrier Global's value examination focuses on studying past and present price action to predict the probability of Carrier Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carrier Global's price. Additionally, you may evaluate how the addition of Carrier Global to your portfolios can decrease your overall portfolio volatility.