Duckhorn Portfolio Ownership
| NAPA Stock | USD 10.98 0.01 0.09% |
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.
Duckhorn |
Duckhorn Stock Ownership Analysis
About 28.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.27. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Duckhorn Portfolio has Price/Earnings To Growth (PEG) ratio of 2.45. The entity had not issued any dividends in recent years. The Duckhorn Portfolio, Inc. produces and sells wines in North America. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California. Duckhorn Portfolio operates under BeveragesWineries Distilleries classification in the United States and is traded on New York Stock Exchange. It employs 434 people. To find out more about Duckhorn Portfolio contact Alex Ryan at 707 302 2658 or learn more at https://www.duckhornportfolio.com.Besides selling stocks to institutional investors, Duckhorn Portfolio 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 Duckhorn Portfolio'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 Duckhorn Portfolio'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.
Duckhorn Portfolio Quarterly Liabilities And Stockholders Equity |
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Duckhorn Portfolio Insider Trades History
About 28.0% of Duckhorn Portfolio are currently held by insiders. Unlike Duckhorn Portfolio'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 Duckhorn Portfolio'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 Duckhorn Portfolio's insider trades
Duckhorn Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Duckhorn Portfolio is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duckhorn Portfolio backward and forwards among themselves. Duckhorn Portfolio's institutional investor refers to the entity that pools money to purchase Duckhorn Portfolio'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 Corp | 2024-06-30 | 1.1 M | Ameriprise Financial Inc | 2024-06-30 | 849.2 K | Assenagon Asset Management Sa | 2024-09-30 | 656.3 K | Renaissance Technologies Corp | 2024-09-30 | 476.5 K | Northern Trust Corp | 2024-09-30 | 461.5 K | Charles Schwab Investment Management Inc | 2024-09-30 | 407.1 K | Atom Investors Lp | 2024-09-30 | 400.6 K | Arnhold & S. Bleichroeder Advisers, Llc | 2024-09-30 | 389.3 K | Balyasny Asset Management Llc | 2024-09-30 | 375.8 K | Vanguard Group Inc | 2024-09-30 | 5.5 M | Westwood Holdings Group Inc | 2024-09-30 | 4.6 M |
Duckhorn Portfolio 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 Duckhorn Portfolio insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duckhorn Portfolio'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 Duckhorn Portfolio 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.
Duckhorn Portfolio Outstanding Bonds
Duckhorn Portfolio 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. Duckhorn Portfolio 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 Duckhorn bonds can be classified according to their maturity, which is the date when Duckhorn Portfolio 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Duckhorn Portfolio Corporate Filings
| 21st of November 2024 Other Reports | ViewVerify | |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F3 | 16th of October 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 |
F3 | 11th of October 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act | ViewVerify |
Also Currently Popular
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 Duckhorn Portfolio offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Duckhorn Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Duckhorn Portfolio Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Duckhorn Portfolio Stock:Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Duckhorn Portfolio. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Is Distillers & Vintners 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 Duckhorn Portfolio. If investors know Duckhorn 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 Duckhorn Portfolio 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 (0.52) | Earnings Share 0.45 | Revenue Per Share 3.285 | Quarterly Revenue Growth 0.073 | Return On Assets 0.0396 |
The market value of Duckhorn Portfolio is measured differently than its book value, which is the value of Duckhorn that is recorded on the company's balance sheet. Investors also form their own opinion of Duckhorn Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Duckhorn Portfolio'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 Duckhorn Portfolio's market value can be influenced by many factors that don't directly affect Duckhorn Portfolio'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 Duckhorn Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duckhorn Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duckhorn Portfolio'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.