Umpqua Holdings Ownership
| UMPQDelisted Stock | USD 17.66 0.00 0.00% |
Umpqua |
Umpqua Stock Ownership Analysis
About 90.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.6. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Umpqua Holdings has Price/Earnings To Growth (PEG) ratio of 2.24. The entity last dividend was issued on the 20th of January 2023. The firm had 4:1 split on the 2nd of February 1998. Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. The company was founded in 1953 and is headquartered in Portland, Oregon. Umpqua Holdings operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 4000 people. For more information please call the company at 503 727 4100 or visit https://www.umpquabank.com.Umpqua Holdings 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 Umpqua Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Umpqua 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 Umpqua 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.
Lisa White over a year ago Payment of 749 shares by Lisa White of Umpqua Holdings subject to Rule 16b-3 | ||
Lisa White over a year ago Acquisition by Lisa White of 5731 shares of Umpqua Holdings subject to Rule 16b-3 |
Umpqua Holdings Outstanding Bonds
Umpqua 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. Umpqua Holdings 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 Umpqua bonds can be classified according to their maturity, which is the date when Umpqua Holdings 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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| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Pair Trading with Umpqua Holdings
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 Umpqua Holdings 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 Umpqua Holdings will appreciate offsetting losses from the drop in the long position's value.Moving against Umpqua Stock
| 0.59 | PG | Procter Gamble | PairCorr |
| 0.59 | DD | Dupont De Nemours Earnings Call This Week | PairCorr |
| 0.58 | MCD | McDonalds Earnings Call This Week | PairCorr |
| 0.46 | YAMHF | Yamaha Motor | PairCorr |
| 0.43 | KO | Coca Cola Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Umpqua Holdings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Umpqua Holdings 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 Umpqua Holdings - 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 Umpqua Holdings to buy it.
The correlation of Umpqua Holdings 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 Umpqua Holdings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Umpqua Holdings 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 Umpqua Holdings 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. 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. 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.
Other Consideration for investing in Umpqua Stock
If you are still planning to invest in Umpqua Holdings check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Umpqua Holdings' history and understand the potential risks before investing.
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