Willdan Ownership
| WLDN Stock | USD 34.28 0.46 1.32% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 14 M | Current Value 14 M | Avarage Shares Outstanding 9.6 M | Quarterly Volatility 2.5 M |
Willdan |
Willdan Stock Ownership Analysis
About 74.0% of the company outstanding shares are owned by institutional investors. The book value of Willdan was at this time reported as 15.87. The company has Price/Earnings (P/E) ratio of 133.59. Willdan Group had not issued any dividends in recent years. Willdan Group, Inc., together with its subsidiaries, provides professional, technical and consulting services primarily in the United States. The company was founded in 1964 and is headquartered in Anaheim, California. Willdan operates under Engineering Construction classification in the United States and is traded on NASDAQ Exchange. It employs 1560 people. For more information please call Thomas Brisbin at 714 940 6300 or visit https://www.willdan.com.Besides selling stocks to institutional investors, Willdan 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 Willdan'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 Willdan'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.
Willdan Quarterly Liabilities And Stockholders Equity |
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Willdan Insider Trades History
About 6.0% of Willdan Group are currently held by insiders. Unlike Willdan'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 Willdan'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 Willdan's insider trades
Willdan Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Willdan is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Willdan Group backward and forwards among themselves. Willdan's institutional investor refers to the entity that pools money to purchase Willdan'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 | Rock Point Advisors, Llc | 2024-09-30 | 203.4 K | Rbf Llc | 2024-09-30 | 184.6 K | Northern Trust Corp | 2024-09-30 | 174.7 K | Essex Investment Management Company, Llc | 2024-09-30 | 155.8 K | Jpmorgan Chase & Co | 2024-09-30 | 153.2 K | Millennium Management Llc | 2024-09-30 | 147.8 K | Arrowstreet Capital Limited Partnership | 2024-09-30 | 147.6 K | First Trust Advisors L.p. | 2024-09-30 | 144.7 K | Bard Associates Inc | 2024-09-30 | 135.3 K | Blackrock Inc | 2024-09-30 | 960.8 K | Amundi | 2024-09-30 | 847.3 K |
Willdan Group 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 Willdan insiders, such as employees or executives, is commonly permitted as long as it does not rely on Willdan'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 Willdan 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.
Willdan Outstanding Bonds
Willdan 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. Willdan Group 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 Willdan bonds can be classified according to their maturity, which is the date when Willdan Group 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.
| US96926GAC78 Corp BondUS96926GAC78 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
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| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| William Carter 5625 Corp BondUS96926JAC18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Willdan Corporate Filings
| 5th of February 2025 Other Reports | ViewVerify | |
F4 | 16th of December 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 |
8K | 18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 7th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Willdan
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 Willdan 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 Willdan will appreciate offsetting losses from the drop in the long position's value.Moving against Willdan Stock
| 0.83 | KC | Kingsoft Cloud Holdings Upward Rally | PairCorr |
| 0.57 | AWX | Avalon Holdings | PairCorr |
| 0.57 | FOUR | Shift4 Payments | PairCorr |
| 0.53 | EXLS | ExlService Holdings | PairCorr |
| 0.52 | MG | Mistras Group | PairCorr |
The ability to find closely correlated positions to Willdan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Willdan 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 Willdan - 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 Willdan Group to buy it.
The correlation of Willdan 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 Willdan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Willdan Group 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 Willdan 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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willdan Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Research & Consulting Services 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 Willdan. If investors know Willdan 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 Willdan 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 3.636 | Earnings Share 1.64 | Revenue Per Share | Quarterly Revenue Growth 0.192 | Return On Assets |
The market value of Willdan Group is measured differently than its book value, which is the value of Willdan that is recorded on the company's balance sheet. Investors also form their own opinion of Willdan's value that differs from its market value or its book value, called intrinsic value, which is Willdan'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 Willdan's market value can be influenced by many factors that don't directly affect Willdan'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 Willdan's value and its price as these two are different measures arrived at by different means. Investors typically determine if Willdan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willdan'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.