Whirlpool Ownership
| WHR Stock | USD 111.18 1.38 1.26% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 55 M | Current Value 55.2 M | Avarage Shares Outstanding 72 M | Quarterly Volatility 6.6 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.
Whirlpool |
Whirlpool Stock Ownership Analysis
About 85.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.99. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Whirlpool has Price/Earnings To Growth (PEG) ratio of 1.65. The entity recorded earning per share (EPS) of 10.16. The firm last dividend was issued on the 15th of November 2024. Whirlpool had 2:1 split on the 2nd of January 1987. Whirlpool Corporation manufactures and markets home appliances and related products. Whirlpool Corporation was founded in 1911 and is headquartered in Benton Harbor, Michigan. Whirlpool Corp operates under Furnishings, Fixtures Appliances classification in the United States and is traded on New York Stock Exchange. It employs 69000 people. For more information please call Marc Bitzer at 269 923 5000 or visit https://www.whirlpoolcorp.com.Besides selling stocks to institutional investors, Whirlpool 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 Whirlpool'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 Whirlpool'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.
Whirlpool Quarterly Liabilities And Stockholders Equity |
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Whirlpool Insider Trades History
Only 1.06% of Whirlpool are currently held by insiders. Unlike Whirlpool'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 Whirlpool'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 Whirlpool's insider trades
Whirlpool Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Whirlpool is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Whirlpool backward and forwards among themselves. Whirlpool's institutional investor refers to the entity that pools money to purchase Whirlpool'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 | Geode Capital Management, Llc | 2024-06-30 | 891.4 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 719.5 K | Nuveen Asset Management, Llc | 2024-06-30 | 672.5 K | Royal Bank Of Canada | 2024-06-30 | 604.8 K | Amvescap Plc. | 2024-06-30 | 589.1 K | Deprince Race & Zollo Inc | 2024-06-30 | 532.5 K | Bank Of New York Mellon Corp | 2024-06-30 | 462.3 K | Goldman Sachs Group Inc | 2024-06-30 | 459.6 K | Stifel Financial Corp | 2024-06-30 | 434.1 K | Blackrock Inc | 2024-06-30 | 6.1 M | Vanguard Group Inc | 2024-09-30 | 5.5 M |
Whirlpool 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 Whirlpool insiders, such as employees or executives, is commonly permitted as long as it does not rely on Whirlpool'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 Whirlpool 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.
Ludovic Beaufils few days ago Acquisition by Ludovic Beaufils of 985 shares of Whirlpool subject to Rule 16b-3 | ||
James Peters over three weeks ago Disposition of 1000 shares by James Peters of Whirlpool subject to Rule 16b-3 | ||
Juan Puente over three months ago Disposition of 1004 shares by Juan Puente of Whirlpool subject to Rule 16b-3 | ||
Marc Bitzer over six months ago Disposition of 36026 shares by Marc Bitzer of Whirlpool subject to Rule 16b-3 | ||
Shengpo Wu over a year ago Acquisition by Shengpo Wu of 10000 shares of Whirlpool subject to Rule 16b-3 |
Whirlpool Outstanding Bonds
Whirlpool 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. Whirlpool 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 Whirlpool bonds can be classified according to their maturity, which is the date when Whirlpool 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 | |
| WHIRLPOOL P 37 Corp BondUS963320AT33 | View | |
| WHIRLPOOL P 45 Corp BondUS963320AV88 | View | |
| US963320AW61 Corp BondUS963320AW61 | View | |
| US963320AX45 Corp BondUS963320AX45 | View | |
| WHR 24 15 MAY 31 Corp BondUS963320AY28 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Whirlpool Corporate Filings
F4 | 19th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 12th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Whirlpool
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 Whirlpool 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 Whirlpool will appreciate offsetting losses from the drop in the long position's value.Moving together with Whirlpool Stock
Moving against Whirlpool Stock
| 0.76 | DIBS | 1StdibsCom | PairCorr |
| 0.7 | NVFY | Nova Lifestyle I | PairCorr |
| 0.65 | PRPL | Purple Innovation | PairCorr |
| 0.64 | ATER | Aterian | PairCorr |
| 0.52 | HBB | Hamilton Beach Brands | PairCorr |
The ability to find closely correlated positions to Whirlpool could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Whirlpool 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 Whirlpool - 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 Whirlpool to buy it.
The correlation of Whirlpool 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 Whirlpool moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Whirlpool 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 Whirlpool 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.Additional Tools for Whirlpool Stock Analysis
When running Whirlpool's price analysis, check to measure Whirlpool's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Whirlpool is operating at the current time. Most of Whirlpool's value examination focuses on studying past and present price action to predict the probability of Whirlpool's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Whirlpool's price. Additionally, you may evaluate how the addition of Whirlpool to your portfolios can decrease your overall portfolio volatility.