MFS Charter Ownership

MCR Stock  USD 6.29  0.03  0.48%   
MFS Charter Income maintains a total of 42.01 Million outstanding shares. 30% of MFS Charter outstanding shares are owned by institutional investors. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Therefore, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2014-12-31
Previous Quarter
42 M
Current Value
42 M
Avarage Shares Outstanding
73.4 M
Quarterly Volatility
91.9 M
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as MFS Charter 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 MFS Charter, 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, MFS Charter's Dividends Paid is relatively stable compared to the past year. As of 11/26/2024, Dividend Payout Ratio is likely to grow to 1.34, while Dividend Yield is likely to drop 0.07. As of 11/26/2024, Common Stock Shares Outstanding is likely to drop to about 37.4 M. In addition to that, Net Loss is likely to grow to about (33.2 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.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in MFS Charter Income. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.

MFS Stock Ownership Analysis

About 36.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.93. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. MFS Charter Income last dividend was issued on the 12th of November 2024. The entity had 1:94 split on the July 30, 2013. MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States. MFS Charter is traded on New York Stock Exchange in the United States. To find out more about MFS Charter Income contact the company at 617 954 5000 or learn more at https://www.mfs.com/en-us/individual-investor/prod.
Besides selling stocks to institutional investors, MFS Charter 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 MFS Charter'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 MFS Charter'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.

MFS Charter Quarterly Liabilities And Stockholders Equity

387.39 Million

MFS Charter Income 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 MFS Charter insiders, such as employees or executives, is commonly permitted as long as it does not rely on MFS Charter'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 MFS Charter 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.
 
Robert Manning over two months ago
Insider Trading
 
Thomas Connors over two months ago
Insider Trading
 
Burgener Philipp over three months ago
Insider Trading
 
Deacon Timothy over three months ago
Insider Trading
 
Beaulieu Martin over six months ago
Insider Trading

MFS Charter Outstanding Bonds

MFS Charter 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. MFS Charter Income 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 MFS bonds can be classified according to their maturity, which is the date when MFS Charter Income 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.

MFS Charter Corporate Filings

F4
1st 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
28th of October 2024
Other Reports
ViewVerify
25th of October 2024
Other Reports
ViewVerify
F3
19th of September 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Pair Trading with MFS Charter

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 MFS Charter 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 MFS Charter will appreciate offsetting losses from the drop in the long position's value.

Moving against MFS Stock

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The ability to find closely correlated positions to MFS Charter could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MFS Charter 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 MFS Charter - 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 MFS Charter Income to buy it.
The correlation of MFS Charter 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 MFS Charter moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Charter Income 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 MFS Charter 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.
Pair CorrelationCorrelation Matching

Additional Tools for MFS Stock Analysis

When running MFS Charter's price analysis, check to measure MFS Charter's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS Charter is operating at the current time. Most of MFS Charter's value examination focuses on studying past and present price action to predict the probability of MFS Charter's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS Charter's price. Additionally, you may evaluate how the addition of MFS Charter to your portfolios can decrease your overall portfolio volatility.