ZTO Express Ownership
| ZTO Stock | USD 18.99 0.29 1.50% |
Shares in Circulation | First Issued 2015-09-30 | Previous Quarter 839.7 M | Current Value 804.1 M | Avarage Shares Outstanding 779.9 M | Quarterly Volatility 59.2 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.
ZTO |
ZTO Stock Ownership Analysis
About 29.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.85. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. ZTO Express has Price/Earnings To Growth (PEG) ratio of 1.22. The entity last dividend was issued on the 10th of September 2024. ZTO Express Inc. provides express delivery and other value-added logistics services in the Peoples Republic of China. The company was founded in 2002 and is headquartered in Shanghai, the Peoples Republic of China. Zto Express operates under Integrated Freight Logistics classification in the United States and is traded on New York Stock Exchange. It employs 23865 people. For more information please call Meisong Lai at 86 21 5980 4508 or visit https://www.zto.com.Besides selling stocks to institutional investors, ZTO Express 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 ZTO Express' 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 ZTO Express' 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.
ZTO Express Quarterly Liabilities And Stockholders Equity |
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Roughly 3.0% of ZTO Express are currently held by insiders. Unlike ZTO Express' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against ZTO Express' 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 ZTO Express' insider trades
ZTO Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as ZTO Express is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading ZTO Express backward and forwards among themselves. ZTO Express' institutional investor refers to the entity that pools money to purchase ZTO Express' 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 | State Street Corp | 2024-06-30 | 6.5 M | Aspex Management (hk) Ltd | 2024-06-30 | 5.2 M | Serenity Capital Management Pte Ltd. | 2024-09-30 | 5.1 M | Greenwoods Asset Management Hong Kong Ltd. | 2024-06-30 | 5 M | Ubs Group Ag | 2024-06-30 | 4.3 M | Capital Research Global Investors | 2024-09-30 | 3.7 M | Fisher Asset Management, Llc | 2024-09-30 | 3.5 M | Legal & General Group Plc | 2024-06-30 | 3.4 M | Hillhouse Capital Advisors, Ltd. | 2024-09-30 | 3 M | Amvescap Plc. | 2024-06-30 | 19 M | Blackrock Inc | 2024-06-30 | 17.6 M |
ZTO Express' latest congressional trading
Congressional trading in companies like ZTO Express, 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 ZTO Express by those in governmental positions are based on the same information available to the general public.
| 2024-05-15 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
ZTO Express Outstanding Bonds
ZTO Express 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. ZTO Express 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 ZTO bonds can be classified according to their maturity, which is the date when ZTO Express 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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ZTO Express Corporate Filings
6K | 20th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 6th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 3rd of September 2024 Other Reports | ViewVerify |
Pair Trading with ZTO Express
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 ZTO Express 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 ZTO Express will appreciate offsetting losses from the drop in the long position's value.Moving against ZTO Stock
| 0.79 | FDX | FedEx | PairCorr |
| 0.62 | HUBG | Hub Group | PairCorr |
| 0.45 | AIRTP | Air T Inc | PairCorr |
| 0.38 | JBHT | JB Hunt Transport Fiscal Year End 16th of January 2025 | PairCorr |
The ability to find closely correlated positions to ZTO Express could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ZTO Express 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 ZTO Express - 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 ZTO Express to buy it.
The correlation of ZTO Express 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 ZTO Express moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ZTO Express 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 ZTO Express 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 ZTO Express. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. To learn how to invest in ZTO Stock, please use our How to Invest in ZTO Express guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Air Freight & Logistics 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 ZTO Express. If investors know ZTO 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 ZTO Express 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 0.028 | Earnings Share 1.45 | Revenue Per Share 50.089 | Quarterly Revenue Growth 0.101 | Return On Assets 0.0775 |
The market value of ZTO Express is measured differently than its book value, which is the value of ZTO that is recorded on the company's balance sheet. Investors also form their own opinion of ZTO Express' value that differs from its market value or its book value, called intrinsic value, which is ZTO Express' 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 ZTO Express' market value can be influenced by many factors that don't directly affect ZTO Express' 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 ZTO Express' value and its price as these two are different measures arrived at by different means. Investors typically determine if ZTO Express is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ZTO Express' 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.