Gen Digital Ownership
| GEN Stock | USD 29.81 0.37 1.26% |
Shares in Circulation | First Issued 1988-06-30 | Previous Quarter 627 M | Current Value 622 M | Avarage Shares Outstanding 572 M | Quarterly Volatility 239.4 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.
Gen |
Gen Stock Ownership Analysis
About 86.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.77. Gen Digital last dividend was issued on the 18th of November 2024. The entity had 2:1 split on the 1st of December 2004. Genesis Healthcare, Inc., together with its subsidiaries, owns and operates skilled nursing facilities and assistedsenior living facilities in the United States. Genesis HealthCare, Inc. was founded in 2003 and is headquartered in Kennett Square, Pennsylvania. Genesis Healthcare operates under Medical Care Facilities classification in the United States and is traded on New York Stock Exchange. It employs 44000 people. To learn more about Gen Digital call George Hager at 650 527 8000 or check out https://www.gendigital.com.Besides selling stocks to institutional investors, Gen Digital 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 Gen Digital'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 Gen Digital'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.
Gen Digital Quarterly Liabilities And Stockholders Equity |
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Gen Digital Insider Trades History
About 9.0% of Gen Digital are currently held by insiders. Unlike Gen Digital'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 Gen Digital'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 Gen Digital's insider trades
Gen Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Gen Digital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Gen Digital backward and forwards among themselves. Gen Digital's institutional investor refers to the entity that pools money to purchase Gen Digital'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 | 10.8 M | Legal & General Group Plc | 2024-06-30 | 10.6 M | Amvescap Plc. | 2024-06-30 | 10 M | Franklin Resources Inc | 2024-06-30 | 9.7 M | Boston Partners Global Investors, Inc | 2024-06-30 | 9 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 8.9 M | Lyrical Asset Management Lp | 2024-06-30 | 8.9 M | Lsv Asset Management | 2024-09-30 | 8.6 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 7.8 M | Vanguard Group Inc | 2024-09-30 | 66.5 M | Blackrock Inc | 2024-06-30 | 53.9 M |
Gen Digital 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 Gen Digital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Gen Digital'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 Gen Digital 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.
Bryan Ko over three months ago Acquisition by Bryan Ko of 1171 shares of Gen Digital at 18.1475 subject to Rule 16b-3 | ||
Bryan Ko over six months ago Acquisition by Bryan Ko of 1171 shares of Gen Digital at 18.1475 subject to Rule 16b-3 |
Gen Digital Outstanding Bonds
Gen Digital 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. Gen Digital 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 Gen bonds can be classified according to their maturity, which is the date when Gen Digital 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.
| GEN 7125 30 SEP 30 Corp BondUS668771AL22 | View | |
| GEN 675 30 SEP 27 Corp BondUS668771AK49 | View |
Gen Digital Corporate Filings
10Q | 31st of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 13th of September 2024 Other Reports | ViewVerify | |
F4 | 12th of September 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 |
Pair Trading with Gen Digital
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 Gen Digital 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 Gen Digital will appreciate offsetting losses from the drop in the long position's value.Moving together with Gen Stock
Moving against Gen Stock
| 0.91 | VHAI | VHAI | PairCorr |
| 0.75 | VRAR | Glimpse Group | PairCorr |
| 0.67 | MQ | Marqeta | PairCorr |
| 0.52 | VRNT | Verint Systems | PairCorr |
| 0.4 | FAAS | DigiAsia Corp Symbol Change | PairCorr |
The ability to find closely correlated positions to Gen Digital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gen Digital 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 Gen Digital - 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 Gen Digital to buy it.
The correlation of Gen Digital 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 Gen Digital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gen Digital 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 Gen Digital 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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Gen Digital. 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 Gen Stock, please use our How to Invest in Gen Digital guide.You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Application Software 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 Gen Digital. If investors know Gen 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 Gen Digital 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 0.132 | Dividend Share 0.5 | Earnings Share 0.99 | Revenue Per Share 6.171 | Quarterly Revenue Growth 0.031 |
The market value of Gen Digital is measured differently than its book value, which is the value of Gen that is recorded on the company's balance sheet. Investors also form their own opinion of Gen Digital's value that differs from its market value or its book value, called intrinsic value, which is Gen Digital'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 Gen Digital's market value can be influenced by many factors that don't directly affect Gen Digital'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 Gen Digital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Gen Digital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Gen Digital'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.