Heritage Global Ownership
| HGBL Stock | USD 2.16 0.01 0.47% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 37 M | Current Value 37 M | Avarage Shares Outstanding 29.9 M | Quarterly Volatility 4.6 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.
Heritage |
Heritage Stock Ownership Analysis
About 32.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.18. Some equities with similar Price to Book (P/B) outperform the market in the long run. Heritage Global had not issued any dividends in recent years. The entity had 1:20 split on the 9th of December 2003. Heritage Global, Inc., together with its subsidiaries, operates as an asset services company with focus on financial and industrial asset transactions. Heritage Global, Inc. was incorporated in 1983 and is headquartered in San Diego, California. Heritage Global operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 63 people. To learn more about Heritage Global call Ross Dove at 858 847 0659 or check out https://hginc.com.Besides selling stocks to institutional investors, Heritage 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 Heritage 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 Heritage 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.
Heritage Global Quarterly Liabilities And Stockholders Equity |
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Heritage Global Insider Trades History
About 11.0% of Heritage Global are currently held by insiders. Unlike Heritage 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 Heritage 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 Heritage Global's insider trades
Heritage Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Heritage Global is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heritage Global backward and forwards among themselves. Heritage Global's institutional investor refers to the entity that pools money to purchase Heritage 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 | Mutual Advisors, Llc | 2024-09-30 | 167.5 K | Blackrock Inc | 2024-09-30 | 143.6 K | State Street Corp | 2024-09-30 | 103 K | Citadel Advisors Llc | 2024-09-30 | 96.5 K | Millennium Management Llc | 2024-09-30 | 83.7 K | Susquehanna International Group, Llp | 2024-09-30 | 65.5 K | Man Group Plc | 2024-09-30 | 62.8 K | Northern Trust Corp | 2024-09-30 | 58.1 K | Ameriprise Financial Inc | 2024-09-30 | 49.4 K | Punch & Associates Inv Mgmt Inc | 2024-09-30 | 2.5 M | Vanguard Group Inc | 2024-09-30 | 1.9 M |
Heritage Global 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 Heritage Global insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heritage 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 Heritage 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.
Heritage Global Outstanding Bonds
Heritage 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. Heritage Global 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 Heritage bonds can be classified according to their maturity, which is the date when Heritage Global 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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Heritage Global Corporate Filings
F4 | 30th of January 2025 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 |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 16th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 17th of May 2024 Other Reports | ViewVerify |
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Is Asset Management & Custody Banks 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 Heritage Global. If investors know Heritage 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 Heritage Global 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 (0.41) | Earnings Share 0.27 | Revenue Per Share | Quarterly Revenue Growth (0.33) | Return On Assets |
The market value of Heritage Global is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Global's value that differs from its market value or its book value, called intrinsic value, which is Heritage Global'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 Heritage Global's market value can be influenced by many factors that don't directly affect Heritage Global'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 Heritage Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Global'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.