Heartland Financial Ownership
| HTLF Stock | USD 68.95 1.42 2.10% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 43 M | Current Value 43 M | Avarage Shares Outstanding 28 M | Quarterly Volatility 10.7 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.
Heartland |
Heartland Stock Ownership Analysis
About 82.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.43. Some equities with similar Price to Book (P/B) outperform the market in the long run. Heartland Financial USA has Price/Earnings To Growth (PEG) ratio of 1.66. The entity last dividend was issued on the 12th of November 2024. The firm had 3:2 split on the 30th of December 2003. Heartland Financial USA, Inc., a multi-bank holding company, provides commercial, small business, and consumer banking services to individuals and businesses in the United States. Heartland Financial USA, Inc. was founded in 1981 and is headquartered in Dubuque, Iowa. Heartland Finl operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 2087 people. To learn more about Heartland Financial USA call Bruce Lee at 303 285 9200 or check out https://www.htlf.com.Besides selling stocks to institutional investors, Heartland Financial 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 Heartland Financial'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 Heartland Financial'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.
Heartland Financial Quarterly Liabilities And Stockholders Equity |
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Heartland Financial Insider Trades History
Only 1.74% of Heartland Financial USA are currently held by insiders. Unlike Heartland Financial'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 Heartland Financial'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 Heartland Financial's insider trades
Heartland Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Heartland Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heartland Financial USA backward and forwards among themselves. Heartland Financial's institutional investor refers to the entity that pools money to purchase Heartland Financial'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 | Alliancebernstein L.p. | 2024-06-30 | 732.7 K | Millennium Management Llc | 2024-06-30 | 710.9 K | Cnh Partners, Llc | 2024-06-30 | 688.1 K | Norges Bank | 2024-06-30 | 592.2 K | Westchester Capital Management Llc | 2024-09-30 | 582.9 K | Nuveen Asset Management, Llc | 2024-06-30 | 512.2 K | Fmr Inc | 2024-09-30 | 502.8 K | Bank Of America Corp | 2024-06-30 | 456 K | American Century Companies Inc | 2024-09-30 | 415.9 K | Blackrock Inc | 2024-06-30 | 3.4 M | Vanguard Group Inc | 2024-09-30 | 3.1 M |
Heartland Financial USA 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 Heartland Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heartland Financial'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 Heartland Financial 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.
Heartland Financial Outstanding Bonds
Heartland Financial 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. Heartland Financial USA 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 Heartland bonds can be classified according to their maturity, which is the date when Heartland Financial USA 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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Heartland Financial Corporate Filings
F4 | 19th 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 |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
13A | 31st of October 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 29th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Heartland Financial USA is a strong investment it is important to analyze Heartland Financial'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 Heartland Financial's future performance. For an informed investment choice regarding Heartland 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 Heartland Financial USA. 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. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Is Regional 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 Heartland Financial. If investors know Heartland 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 Heartland Financial 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 0.336 | Dividend Share 1.2 | Earnings Share 1.78 | Revenue Per Share 13.33 | Quarterly Revenue Growth 0.148 |
The market value of Heartland Financial USA is measured differently than its book value, which is the value of Heartland that is recorded on the company's balance sheet. Investors also form their own opinion of Heartland Financial's value that differs from its market value or its book value, called intrinsic value, which is Heartland Financial'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 Heartland Financial's market value can be influenced by many factors that don't directly affect Heartland Financial'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 Heartland Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heartland Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heartland Financial'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.