MFS Intermediate Ownership
| MIN Stock | USD 2.69 0.01 0.37% |
Shares in Circulation | First Issued 2015-12-31 | Previous Quarter 113.8 M | Current Value 113.8 M | Avarage Shares Outstanding 119.2 M | Quarterly Volatility 11.2 M |
Some institutional investors establish a significant position in stocks such as MFS Intermediate 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 Intermediate, 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.
MFS |
MFS Stock Ownership Analysis
About 53.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.96. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. MFS Intermediate Income last dividend was issued on the 18th of March 2025. MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Intermediate Income Trust was formed on March 17, 1988 and is domiciled in the United States. MFS Intermediate is traded on New York Stock Exchange in the United States. To find out more about MFS Intermediate 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 Intermediate 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 Intermediate'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 Intermediate'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 Intermediate Quarterly Liabilities And Stockholders Equity |
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MFS Intermediate 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 Intermediate insiders, such as employees or executives, is commonly permitted as long as it does not rely on MFS Intermediate'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 Intermediate 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.
Steven Buller over two weeks ago Insider Trading | ||
Gomez-bravo Pilar over two months ago Insider Trading | ||
Karpus Management, Inc. over six months ago Disposition of tradable shares by Karpus Management, Inc. of MFS Intermediate subject to Rule 16b-3 | ||
Beaulieu Martin over six months ago Insider Trading | ||
Ives J Atwood over a year ago Insider Trading |
MFS Intermediate Outstanding Bonds
MFS Intermediate 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 Intermediate 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 Intermediate 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| MTB 465 27 JAN 26 Corp BondUS55279HAV24 | View | |
| MTB 47 27 JAN 28 Corp BondUS55279HAW07 | View | |
| US55279HAQ39 Corp BondUS55279HAQ39 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View |
MFS Intermediate Corporate Filings
| 13th of February 2025 Other Reports | ViewVerify | |
F4 | 23rd 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 |
| 14th of January 2025 Other Reports | ViewVerify | |
F3 | 8th of January 2025 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 Intermediate
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 Intermediate 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 Intermediate will appreciate offsetting losses from the drop in the long position's value.Moving together with MFS Stock
Moving against MFS Stock
| 0.74 | PYPL | PayPal Holdings Aggressive Push | PairCorr |
| 0.56 | WD | Walker Dunlop | PairCorr |
| 0.53 | BX | Blackstone Group Normal Trading | PairCorr |
| 0.47 | SOFI | SoFi Technologies Aggressive Push | PairCorr |
| 0.47 | DHIL | Diamond Hill Investment | PairCorr |
The ability to find closely correlated positions to MFS Intermediate 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 Intermediate 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 Intermediate - 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 Intermediate Income to buy it.
The correlation of MFS Intermediate 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 Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Intermediate 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 Intermediate 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.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in MFS Intermediate 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 gross domestic product. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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 MFS Intermediate. If investors know MFS 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 MFS Intermediate 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 (0.31) | Dividend Share 0.243 | Earnings Share 0.24 | Revenue Per Share | Quarterly Revenue Growth 0.064 |
The market value of MFS Intermediate Income is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Intermediate's value that differs from its market value or its book value, called intrinsic value, which is MFS Intermediate'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 MFS Intermediate's market value can be influenced by many factors that don't directly affect MFS Intermediate'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 MFS Intermediate's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Intermediate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Intermediate'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.