Herbalife Nutrition Ownership

HLF Stock  USD 8.50  0.09  1.07%   
The majority of Herbalife Nutrition outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Herbalife Nutrition to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Herbalife Nutrition. Please pay attention to any change in the institutional holdings of Herbalife Nutrition as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2003-03-31
Previous Quarter
101.7 M
Current Value
101.9 M
Avarage Shares Outstanding
198.1 M
Quarterly Volatility
69 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Herbalife Nutrition in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Herbalife Nutrition, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Herbalife Nutrition's Dividend Payout Ratio is most likely to slightly grow in the upcoming years. The Herbalife Nutrition's current Dividend Paid And Capex Coverage Ratio is estimated to increase to 2.99, while Dividend Yield is projected to decrease to 0.01. The Herbalife Nutrition's current Common Stock Shares Outstanding is estimated to increase to about 159.9 M, while Net Income Applicable To Common Shares is projected to decrease to roughly 277.8 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.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Herbalife Nutrition. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more detail on how to invest in Herbalife Stock please use our How to Invest in Herbalife Nutrition guide.

Herbalife Stock Ownership Analysis

About 98.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 28th of February 2014. Herbalife Nutrition had 2:1 split on the 15th of May 2018. Herbalife Nutrition Ltd. offers nutrition solutions in North America, Mexico, South and Central America, Europe, the Middle East, Africa, China, and rest of Asia Pacific. Herbalife Nutrition Ltd. was founded in 1980 and is headquartered in Los Angeles, California. Herbalife operates under Packaged Foods classification in the United States and is traded on New York Stock Exchange. It employs 10800 people. To learn more about Herbalife Nutrition call Michael Johnson at 310 410 9600 or check out https://www.herbalife.com.
Besides selling stocks to institutional investors, Herbalife Nutrition 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 Herbalife Nutrition'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 Herbalife Nutrition'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.

Herbalife Nutrition Quarterly Liabilities And Stockholders Equity

2.65 Billion

Herbalife Nutrition Insider Trades History

Only 1.77% of Herbalife Nutrition are currently held by insiders. Unlike Herbalife Nutrition'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 Herbalife Nutrition'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 Herbalife Nutrition's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Herbalife Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Herbalife Nutrition is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Herbalife Nutrition backward and forwards among themselves. Herbalife Nutrition's institutional investor refers to the entity that pools money to purchase Herbalife Nutrition'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
State Street Corp2024-06-30
3.2 M
Lsv Asset Management2024-09-30
3.2 M
Camber Capital Management Llc2024-09-30
M
Bronte Capital Management Pty Ltd2024-09-30
2.7 M
Geode Capital Management, Llc2024-06-30
2.5 M
Charles Schwab Investment Management Inc2024-09-30
2.5 M
Marshall Wace Asset Management Ltd2024-06-30
M
Hotchkis & Wiley Capital Management Llc2024-06-30
1.9 M
Deutsche Bank Ag2024-06-30
1.8 M
Morgan Stanley - Brokerage Accounts2024-06-30
12.1 M
Vanguard Group Inc2024-09-30
10.5 M
Note, although Herbalife Nutrition's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Herbalife Nutrition 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 Herbalife Nutrition insiders, such as employees or executives, is commonly permitted as long as it does not rely on Herbalife Nutrition'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 Herbalife Nutrition 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.
 
Juan Mendoza over two months ago
Acquisition by Juan Mendoza of 10000 shares of Herbalife Nutrition at 7.11 subject to Rule 16b-3
 
Juan Mendoza over two months ago
Acquisition by Juan Mendoza of 10000 shares of Herbalife Nutrition at 8.72 subject to Rule 16b-3
 
Juan Mendoza over three months ago
Acquisition by Juan Mendoza of 6721 shares of Herbalife Nutrition at 8.01 subject to Rule 16b-3
 
Juan Mendoza over six months ago
Acquisition by Juan Mendoza of 5500 shares of Herbalife Nutrition at 10.59 subject to Rule 16b-3
 
Juan Mendoza over six months ago
Acquisition by Juan Mendoza of 5000 shares of Herbalife Nutrition at 9.73 subject to Rule 16b-3
 
Jehangir Irani over six months ago
Disposition of 3726 shares by Jehangir Irani of Herbalife Nutrition at 9.58 subject to Rule 16b-3
 
Alexander Amezquita over six months ago
Acquisition by Alexander Amezquita of 2635 shares of Herbalife Nutrition subject to Rule 16b-3
 
Alexander Amezquita over six months ago
Disposition of 1081 shares by Alexander Amezquita of Herbalife Nutrition at 11.63 subject to Rule 16b-3
 
John DeSimone over six months ago
Disposition of 122528 shares by John DeSimone of Herbalife Nutrition at 28.595 subject to Rule 16b-3
 
Alexander Amezquita over six months ago
Disposition of 116 shares by Alexander Amezquita of Herbalife Nutrition at 8.75 subject to Rule 16b-3
 
Frank Lamberti over six months ago
Disposition of 827 shares by Frank Lamberti of Herbalife Nutrition at 8.07 subject to Rule 16b-3
 
Zimmer Thomas over a year ago
Acquisition by Zimmer Thomas of tradable shares of Herbalife Nutrition subject to Rule 16b-3

Herbalife Nutrition Outstanding Bonds

Herbalife Nutrition 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. Herbalife Nutrition 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 Herbalife bonds can be classified according to their maturity, which is the date when Herbalife Nutrition 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.

Herbalife Nutrition Corporate Filings

13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
5th 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
8K
30th of October 2024
An amendment to a previously filed Form 8-K
ViewVerify
8K
31st of July 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Herbalife Nutrition is a strong investment it is important to analyze Herbalife Nutrition's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Herbalife Nutrition's future performance. For an informed investment choice regarding Herbalife Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Herbalife Nutrition. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more detail on how to invest in Herbalife Stock please use our How to Invest in Herbalife Nutrition guide.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Is Personal Care Products 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 Herbalife Nutrition. If investors know Herbalife 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 Herbalife Nutrition 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
0.07
Earnings Share
0.85
Revenue Per Share
49.945
Quarterly Revenue Growth
(0.03)
Return On Assets
0.0988
The market value of Herbalife Nutrition is measured differently than its book value, which is the value of Herbalife that is recorded on the company's balance sheet. Investors also form their own opinion of Herbalife Nutrition's value that differs from its market value or its book value, called intrinsic value, which is Herbalife Nutrition'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 Herbalife Nutrition's market value can be influenced by many factors that don't directly affect Herbalife Nutrition'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 Herbalife Nutrition's value and its price as these two are different measures arrived at by different means. Investors typically determine if Herbalife Nutrition is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Herbalife Nutrition'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.