SWK Holdings Ownership
| SWKH Stock | USD 15.85 0.06 0.38% |
Shares in Circulation | First Issued 1999-03-31 | Previous Quarter 12.5 M | Current Value 12.4 M | Avarage Shares Outstanding 6.9 M | Quarterly Volatility 4.9 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.
SWK |
SWK Stock Ownership Analysis
About 89.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.69. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. SWK Holdings Corp had not issued any dividends in recent years. The entity had 1:10 split on the 7th of October 2015. SWK Holdings Corporation, a specialty finance company that focuses on the healthcare sector. SWK Holdings Corporation was founded in 1996 and is headquartered in Dallas, Texas. Swk Holdings operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 34 people. To find out more about SWK Holdings Corp contact Jo Staggs at 972 687 7250 or learn more at https://www.swkhold.com.Besides selling stocks to institutional investors, SWK Holdings 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 SWK Holdings' 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 SWK Holdings' 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.
SWK Holdings Quarterly Liabilities And Stockholders Equity |
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SWK Holdings Insider Trades History
About 6.0% of SWK Holdings Corp are currently held by insiders. Unlike SWK Holdings' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against SWK Holdings' 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 SWK Holdings' insider trades
SWK Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as SWK Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SWK Holdings Corp backward and forwards among themselves. SWK Holdings' institutional investor refers to the entity that pools money to purchase SWK Holdings' 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 | Greenwood Capital Associates, Llc | 2024-09-30 | 40.9 K | Victory Capital Management Inc. | 2024-09-30 | 34 K | Skyview Investment Advisors, Llc | 2024-06-30 | 31.2 K | Northern Trust Corp | 2024-09-30 | 30.8 K | Renaissance Technologies Corp | 2024-09-30 | 27.8 K | Dynamic Advisor Solutions Llc | 2024-09-30 | 20.6 K | Resources Investment Advisors Inc | 2024-09-30 | 20.1 K | Perritt Capital Management Inc. | 2024-09-30 | 20 K | Grace & White Inc | 2024-09-30 | 16.9 K | Carlson Capital Lp | 2024-09-30 | 9.1 M | M3f, Inc. | 2024-09-30 | 780.9 K |
SWK Holdings Corp 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 SWK Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on SWK Holdings' 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 SWK Holdings 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.
SWK Holdings Outstanding Bonds
SWK Holdings 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. SWK Holdings Corp 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 SWK bonds can be classified according to their maturity, which is the date when SWK Holdings Corp 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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SWK Holdings Corporate Filings
8K | 15th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F3 | 1st of November 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 | 25th of October 2024 An amendment to the original Schedule 13D filing | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether SWK Holdings Corp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SWK Holdings' 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 Swk Holdings Corp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Swk Holdings Corp Stock:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SWK Holdings Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more detail on how to invest in SWK Stock please use our How to Invest in SWK Holdings guide.You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Is Specialized Finance 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 SWK Holdings. If investors know SWK 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 SWK Holdings 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 0.134 | Earnings Share 0.84 | Revenue Per Share 2.063 | Quarterly Revenue Growth (0.35) | Return On Assets 0.0387 |
The market value of SWK Holdings Corp is measured differently than its book value, which is the value of SWK that is recorded on the company's balance sheet. Investors also form their own opinion of SWK Holdings' value that differs from its market value or its book value, called intrinsic value, which is SWK Holdings' 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 SWK Holdings' market value can be influenced by many factors that don't directly affect SWK Holdings' 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 SWK Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if SWK Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SWK Holdings' 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.