Sotherly Hotels Ownership
| SOHO Stock | USD 0.79 0.04 4.82% |
Shares in Circulation | First Issued 2004-03-31 | Previous Quarter 19.4 M | Current Value 19.4 M | Avarage Shares Outstanding 11.6 M | Quarterly Volatility 4.1 M |
Sotherly |
Sotherly Stock Ownership Analysis
About 14.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.34. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sotherly Hotels recorded a loss per share of 0.33. The entity last dividend was issued on the 30th of May 2024. Sotherly Hotels Inc. is a self-managed and self-administered lodging REIT focused on the acquisition, renovation, upbranding and repositioning of upscale to upper-upscale full-service hotels in the Southern United States. Sotherly Hotels Inc. was organized in 2004 and is headquartered in Williamsburg, Virginia. Sotherly Hotels operates under REITHotel Motel classification in the United States and is traded on NASDAQ Exchange. It employs 10 people. To find out more about Sotherly Hotels contact Andrew Sims at 757 229 5648 or learn more at https://www.sotherlyhotels.com.Besides selling stocks to institutional investors, Sotherly Hotels 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 Sotherly Hotels' 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 Sotherly Hotels' 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.
Sotherly Hotels Quarterly Liabilities And Stockholders Equity |
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About 14.0% of Sotherly Hotels are currently held by insiders. Unlike Sotherly Hotels' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Sotherly Hotels' 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 Sotherly Hotels' insider trades
Sotherly Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sotherly Hotels is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sotherly Hotels backward and forwards among themselves. Sotherly Hotels' institutional investor refers to the entity that pools money to purchase Sotherly Hotels' 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 | Northern Trust Corp | 2024-09-30 | 29.3 K | Cambridge Invest Research Advisors, Inc. | 2024-09-30 | 25.7 K | Citadel Advisors Llc | 2024-09-30 | 24.4 K | Ubs Group Ag | 2024-09-30 | 21.9 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 21 K | State Street Corp | 2024-09-30 | 17.9 K | Raymond James & Associates | 2024-09-30 | 16.6 K | Nisa Investment Advisors, L.l.c. | 2024-09-30 | 4.9 K | True Wealth Design Llc | 2024-09-30 | 4.3 K | Gator Capital Management, Llc | 2024-09-30 | 954.8 K | Vanguard Group Inc | 2024-09-30 | 688 K |
Sotherly Hotels 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 Sotherly Hotels insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sotherly Hotels' 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 Sotherly Hotels 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.
Gibson George S Iv over three weeks ago Acquisition by Gibson George S Iv of 3000 shares of Sotherly Hotels subject to Rule 16b-3 | ||
Andrew Sims over a month ago Disposition of 200 shares by Andrew Sims of Sotherly Hotels at 1.8 subject to Rule 16b-3 | ||
Andrew Sims over three months ago Disposition of 5692 shares by Andrew Sims of Sotherly Hotels at 6.755 subject to Rule 16b-3 | ||
Scott Kucinski over three months ago Discretionary transaction by Scott Kucinski of tradable shares of Sotherly Hotels subject to Rule 16b-3 | ||
Zinni Anthony C over six months ago Acquisition by Zinni Anthony C of 3000 shares of Sotherly Hotels subject to Rule 16b-3 | ||
Anthony Domalski over six months ago Acquisition by Anthony Domalski of 9608 shares of Sotherly Hotels subject to Rule 16b-3 | ||
Edward Stein over a year ago Acquisition by Edward Stein of 750 shares of Sotherly Hotels subject to Rule 16b-3 |
Sotherly Hotels' latest congressional trading
Congressional trading in companies like Sotherly Hotels, 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 Sotherly Hotels by those in governmental positions are based on the same information available to the general public.
| 2024-09-06 | Representative Lance Gooden | Acquired Under $15K | Verify |
Sotherly Hotels Outstanding Bonds
Sotherly Hotels 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. Sotherly Hotels 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 Sotherly bonds can be classified according to their maturity, which is the date when Sotherly Hotels 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.
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Pair Trading with Sotherly Hotels
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 Sotherly Hotels 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 Sotherly Hotels will appreciate offsetting losses from the drop in the long position's value.Moving together with Sotherly Stock
Moving against Sotherly Stock
| 0.72 | RLJ | RLJ Lodging Trust | PairCorr |
| 0.69 | DX | Dynex Capital | PairCorr |
| 0.67 | INN | Summit Hotel Properties | PairCorr |
| 0.59 | SHO | Sunstone Hotel Investors | PairCorr |
| 0.58 | PEB | Pebblebrook Hotel Trust Sell-off Trend | PairCorr |
The ability to find closely correlated positions to Sotherly Hotels could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sotherly Hotels 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 Sotherly Hotels - 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 Sotherly Hotels to buy it.
The correlation of Sotherly Hotels 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 Sotherly Hotels moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sotherly Hotels 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 Sotherly Hotels 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Sotherly Hotels. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. To learn how to invest in Sotherly Stock, please use our How to Invest in Sotherly Hotels guide.You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Is Hotel & Resort 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 Sotherly Hotels. If investors know Sotherly 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 Sotherly Hotels 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 (0.19) | Earnings Share (0.33) | Revenue Per Share | Quarterly Revenue Growth 0.039 | Return On Assets |
The market value of Sotherly Hotels is measured differently than its book value, which is the value of Sotherly that is recorded on the company's balance sheet. Investors also form their own opinion of Sotherly Hotels' value that differs from its market value or its book value, called intrinsic value, which is Sotherly Hotels' 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 Sotherly Hotels' market value can be influenced by many factors that don't directly affect Sotherly Hotels' 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 Sotherly Hotels' value and its price as these two are different measures arrived at by different means. Investors typically determine if Sotherly Hotels is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sotherly Hotels' 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.