Entergy Ownership
| ETR Stock | USD 151.55 0.84 0.56% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 214.4 M | Current Value 215.7 M | Avarage Shares Outstanding 202.7 M | Quarterly Volatility 20.9 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.
Entergy |
Entergy Stock Ownership Analysis
About 94.0% of the company shares are held by institutions such as insurance companies. The book value of Entergy was currently reported as 70.11. The company recorded earning per share (EPS) of 8.23. Entergy last dividend was issued on the 13th of November 2024. The entity had 2:1 split on the 13th of December 2024. Entergy Corporation, together with its subsidiaries, engages in the production and retail distribution of electricity in the United States. The company was founded in 1913 and is headquartered in New Orleans, Louisiana. Entergy Corp operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 12000 people. To learn more about Entergy call Leo Denault at 504 576 4000 or check out https://www.entergy.com.Besides selling stocks to institutional investors, Entergy 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 Entergy'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 Entergy'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.
Entergy Quarterly Liabilities And Stockholders Equity |
|
Entergy Insider Trades History
Less than 1% of Entergy are currently held by insiders. Unlike Entergy'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 Entergy'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 Entergy's insider trades
Entergy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Entergy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Entergy backward and forwards among themselves. Entergy's institutional investor refers to the entity that pools money to purchase Entergy'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 | Franklin Resources Inc | 2024-06-30 | 3.7 M | Rare Infrastructure | 2024-06-30 | 3.1 M | Bank Of America Corp | 2024-06-30 | 3.1 M | Newport Trust Co. | 2024-09-30 | 2.8 M | Federated Hermes Inc | 2024-09-30 | 2.8 M | Royal Bank Of Canada | 2024-06-30 | 2.5 M | Jpmorgan Chase & Co | 2024-06-30 | 2.2 M | Legal & General Group Plc | 2024-06-30 | 2.2 M | Boston Partners Global Investors, Inc | 2024-06-30 | 1.9 M | Vanguard Group Inc | 2024-09-30 | 25.8 M | Blackrock Inc | 2024-06-30 | 18.8 M |
Entergy 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 Entergy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Entergy'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 Entergy 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.
Entergy's latest congressional trading
Congressional trading in companies like Entergy, 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 Entergy by those in governmental positions are based on the same information available to the general public.
| 2024-09-06 | Representative John James | Acquired Under $15K | Verify | ||
| 2024-09-02 | Representative John James | Acquired Under $15K | Verify |
Entergy Outstanding Bonds
Entergy 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. Entergy 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 Entergy bonds can be classified according to their maturity, which is the date when Entergy 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| ENTERGY LA LLC Corp BondUS29364WBA53 | View | |
| ENTERGY LA LLC Corp BondUS29364WBB37 | View | |
| US29364WBC10 Corp BondUS29364WBC10 | View | |
| US29364WBE75 Corp BondUS29364WBE75 | View | |
| US29364WBD92 Corp BondUS29364WBD92 | View | |
| ETR 235 15 JUN 32 Corp BondUS29364WBH07 | View |
Entergy Corporate Filings
F4 | 13th 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 |
F3 | 4th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
10Q | 1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Entergy
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 Entergy 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 Entergy will appreciate offsetting losses from the drop in the long position's value.Moving against Entergy Stock
| 0.91 | EBR | Centrais Electricas | PairCorr |
| 0.74 | ES | Eversource Energy | PairCorr |
| 0.72 | FE | FirstEnergy | PairCorr |
| 0.54 | AEP | American Electric Power | PairCorr |
| 0.47 | HE | Hawaiian Electric | PairCorr |
The ability to find closely correlated positions to Entergy could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Entergy 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 Entergy - 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 Entergy to buy it.
The correlation of Entergy 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 Entergy moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Entergy 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 Entergy 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 Entergy Stock Analysis
When running Entergy's price analysis, check to measure Entergy'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 Entergy is operating at the current time. Most of Entergy's value examination focuses on studying past and present price action to predict the probability of Entergy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Entergy's price. Additionally, you may evaluate how the addition of Entergy to your portfolios can decrease your overall portfolio volatility.