Lithia Motors Ownership
| LAD Stock | USD 394.27 3.41 0.87% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 27 M | Current Value 27 M | Avarage Shares Outstanding 25.8 M | Quarterly Volatility 2 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.
Lithia |
Lithia Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.58. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lithia Motors has Price/Earnings To Growth (PEG) ratio of 1.33. The entity recorded earning per share (EPS) of 29.28. The firm last dividend was issued on the 8th of November 2024. Lithia Motors had 1:10 split on the 16th of January 2018. Lithia Motors, Inc. operates as an automotive retailer in the United States. Lithia Motors, Inc. was founded in 1946 and is headquartered in Medford, Oregon. Lithia Motors operates under Auto Truck Dealerships classification in the United States and is traded on New York Stock Exchange. It employs 21150 people. To find out more about Lithia Motors contact Bryan Deboer at 541 776 6401 or learn more at https://www.lithiadriveway.com.Besides selling stocks to institutional investors, Lithia Motors 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 Lithia Motors' 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 Lithia Motors' 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.
Lithia Motors Quarterly Liabilities And Stockholders Equity |
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Lithia Motors Insider Trades History
Only 1.87% of Lithia Motors are currently held by insiders. Unlike Lithia Motors' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Lithia Motors' 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 Lithia Motors' insider trades
Lithia Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lithia Motors is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lithia Motors backward and forwards among themselves. Lithia Motors' institutional investor refers to the entity that pools money to purchase Lithia Motors' 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 | Conifer Management, Llc | 2024-09-30 | 700 K | Canada Pension Plan Investment Board | 2024-09-30 | 679.7 K | Royal London Asset Management Ltd | 2024-06-30 | 562.8 K | Lyrical Asset Management Lp | 2024-09-30 | 498.7 K | Geode Capital Management, Llc | 2024-09-30 | 446.6 K | Cooperman Leon G | 2024-09-30 | 416.1 K | River Road Asset Management, Llc | 2024-09-30 | 365.2 K | Norges Bank | 2024-06-30 | 348.2 K | Balyasny Asset Management Llc | 2024-09-30 | 330.5 K | Vanguard Group Inc | 2024-09-30 | 2.7 M | Pamet Capital Management, Lp | 2024-09-30 | 2.4 M |
Lithia Motors 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 Lithia Motors insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lithia Motors' 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 Lithia Motors 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.
Tina Miller over two months ago Disposition of 1903 shares by Tina Miller of Lithia Motors at 329.28 subject to Rule 16b-3 | ||
Bryan Deboer over three months ago Acquisition by Bryan Deboer of 11185 shares of Lithia Motors at 286.6 subject to Rule 16b-3 | ||
Louis Miramontes over three months ago Disposition of 300 shares by Louis Miramontes of Lithia Motors at 284.23 subject to Rule 16b-3 | ||
Bryan Deboer over three months ago Disposition of 5962 shares by Bryan Deboer of Lithia Motors at 302.1553 subject to Rule 16b-3 | ||
Kenneth Roberts over six months ago Acquisition by Kenneth Roberts of 195 shares of Lithia Motors subject to Rule 16b-3 | ||
Kenneth Roberts over a year ago Bona fide gift to Kenneth Roberts of 195 shares of Lithia Motors subject to Section 16 | ||
David Stork over a year ago Sale by David Stork of 325 shares of Lithia Motors | ||
David Stork over a year ago Acquisition by David Stork of 12 shares of Lithia Motors subject to Rule 16b-3 |
Lithia Motors' latest congressional trading
Congressional trading in companies like Lithia Motors, 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 Lithia Motors by those in governmental positions are based on the same information available to the general public.
| 2020-09-20 | Representative Josh Gottheimer | Acquired Under $15K | Verify | ||
| 2020-09-14 | Representative Gilbert Cisneros | Acquired Under $15K | Verify |
Lithia Motors Outstanding Bonds
Lithia Motors 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. Lithia Motors 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 Lithia bonds can be classified according to their maturity, which is the date when Lithia Motors 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.
| US536797AG85 Corp BondUS536797AG85 | View | |
| LITHIA MTRS INC Corp BondUS536797AF03 | View | |
| Lithia Motors 4625 Corp BondUS536797AE38 | View |
Lithia Motors Corporate Filings
F4 | 22nd 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 | 13th of November 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 |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Lithia Motors is a strong investment it is important to analyze Lithia Motors' 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 Lithia Motors' future performance. For an informed investment choice regarding Lithia Stock, refer to the following important reports:Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lithia Motors. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation. For information on how to trade Lithia Stock refer to our How to Trade Lithia Stock guide.You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Is Automotive Retail 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 Lithia Motors. If investors know Lithia 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 Lithia Motors 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 (0.17) | Dividend Share 2.09 | Earnings Share 29.28 | Revenue Per Share 1.3 K | Quarterly Revenue Growth 0.114 |
The market value of Lithia Motors is measured differently than its book value, which is the value of Lithia that is recorded on the company's balance sheet. Investors also form their own opinion of Lithia Motors' value that differs from its market value or its book value, called intrinsic value, which is Lithia Motors' 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 Lithia Motors' market value can be influenced by many factors that don't directly affect Lithia Motors' 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 Lithia Motors' value and its price as these two are different measures arrived at by different means. Investors typically determine if Lithia Motors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lithia Motors' 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.