Retail Opportunity Ownership
| ROIC Stock | USD 17.38 0.01 0.06% |
Shares in Circulation | First Issued 2007-06-30 | Previous Quarter 134.3 M | Current Value 134.5 M | Avarage Shares Outstanding 89.2 M | Quarterly Volatility 38.2 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.
Retail |
Retail Stock Ownership Analysis
About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.71. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Retail Opportunity last dividend was issued on the 20th of December 2024. , is a fully-integrated, self-managed real estate investment trust that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. ROIC is a member of the SP SmallCap 600 Index and has investment-grade corporate debt ratings from Moodys Investor Services, SP Global Ratings, and Fitch Ratings, Inc. Retail Opp operates under REITRetail classification in the United States and is traded on NASDAQ Exchange. It employs 68 people. To find out more about Retail Opportunity Investments contact Stuart Tanz at 858 677 0900 or learn more at https://www.roireit.net.Besides selling stocks to institutional investors, Retail Opportunity 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 Retail Opportunity'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 Retail Opportunity'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.
Retail Opportunity Quarterly Liabilities And Stockholders Equity |
|
Retail Opportunity Insider Trades History
Roughly 3.0% of Retail Opportunity Investments are currently held by insiders. Unlike Retail Opportunity'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 Retail Opportunity'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 Retail Opportunity's insider trades
Retail Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Retail Opportunity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Retail Opportunity Investments backward and forwards among themselves. Retail Opportunity's institutional investor refers to the entity that pools money to purchase Retail Opportunity'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 | Schroder Investment Management Group | 2024-06-30 | 2.1 M | Lasalle Investment Management Securities Llc | 2024-09-30 | 1.8 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.8 M | Balyasny Asset Management Llc | 2024-06-30 | 1.6 M | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 1.5 M | Northern Trust Corp | 2024-09-30 | 1.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.3 M | Goldman Sachs Group Inc | 2024-06-30 | 1.3 M | Neuberger Berman Group Llc | 2024-06-30 | 1.2 M | Blackrock Inc | 2024-06-30 | 23.2 M | Vanguard Group Inc | 2024-09-30 | 19.5 M |
Retail Opportunity 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 Retail Opportunity insiders, such as employees or executives, is commonly permitted as long as it does not rely on Retail Opportunity'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 Retail Opportunity 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.
Baker Richard A. over a month ago Disposition of 4495 shares by Baker Richard A. of Retail Opportunity at 19.6 subject to Rule 16b-3 | ||
Pomerantz Laura H over two months ago Acquisition by Pomerantz Laura H of 5102 shares of Retail Opportunity subject to Rule 16b-3 | ||
Pitts Adrienne Banks over three months ago Acquisition by Pitts Adrienne Banks of 7127 shares of Retail Opportunity subject to Rule 16b-3 | ||
Stuart Tanz over six months ago Acquisition by Stuart Tanz of 166406 shares of Retail Opportunity subject to Rule 16b-3 | ||
Stuart Tanz over six months ago Payment of 516 shares by Stuart Tanz of Retail Opportunity subject to Rule 16b-3 | ||
Sneve Laurie A over a year ago Acquisition by Sneve Laurie A of 20000 shares of Retail Opportunity subject to Rule 16b-3 |
Retail Opportunity Outstanding Bonds
Retail Opportunity 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. Retail Opportunity 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 Retail bonds can be classified according to their maturity, which is the date when Retail Opportunity Investments 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 | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US761330AB54 Corp BondUS761330AB54 | View | |
| RETAIL OPPORTUNITY INVTS Corp BondUS76132FAB31 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| RETAIL PPTYS AMER Corp BondUS76131VAA17 | View | |
| US76131VAB99 Corp BondUS76131VAB99 | View |
Retail Opportunity Corporate Filings
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 23rd of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 26th of June 2024 Other Reports | ViewVerify | |
| 22nd of March 2024 Other Reports | 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 Retail Opportunity offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Retail Opportunity'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 Retail Opportunity Investments Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Retail Opportunity Investments Stock:Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Retail Opportunity Investments. 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Is Retail REITs 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 Retail Opportunity. If investors know Retail 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 Retail Opportunity 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 2.794 | Dividend Share 0.6 | Earnings Share 0.45 | Revenue Per Share 2.664 | Quarterly Revenue Growth 0.021 |
The market value of Retail Opportunity is measured differently than its book value, which is the value of Retail that is recorded on the company's balance sheet. Investors also form their own opinion of Retail Opportunity's value that differs from its market value or its book value, called intrinsic value, which is Retail Opportunity'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 Retail Opportunity's market value can be influenced by many factors that don't directly affect Retail Opportunity'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 Retail Opportunity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Retail Opportunity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Retail Opportunity'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.