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Institutional Owners May Take Dramatic Actions as Halliburton Company's (NYSE:HAL) Recent 4.2% Drop Adds to One-year Losses

Institutional Owners May Take Dramatic Actions as Halliburton Company's (NYSE:HAL) Recent 4.2% Drop Adds to One-year Losses

隨着哈里伯頓公司(紐交所:HAL)最近4.2%的下跌增加了年度損失,機構投資者可能會採取重大行動。
Simply Wall St ·  12/17 22:10

Key Insights

關鍵洞察

  • Institutions' substantial holdings in Halliburton implies that they have significant influence over the company's share price
  • 51% of the business is held by the top 9 shareholders
  • Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company
  • 機構在哈里伯頓的大量持股意味着他們對公司股價有顯著影響
  • 前9個股東持有51%的業務
  • 通過分析師預測數據和所有權研究,可以更好地評估公司的未來表現。

If you want to know who really controls Halliburton Company (NYSE:HAL), then you'll have to look at the makeup of its share registry. With 86% stake, institutions possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

如果你想知道誰真正控制了哈里伯頓公司(紐交所:HAL),那麼你需要查看其股份註冊的構成。 機構持有86%的股份,在公司中擁有最大的股份。 換句話說,這個團體從他們在公司的投資中獲得的收益最大(或者損失最大)。

And so it follows that institutional investors was the group most impacted after the company's market cap fell to US$25b last week after a 4.2% drop in the share price. This set of investors may especially be concerned about the current loss, which adds to a one-year loss of 21% for shareholders. Institutions or "liquidity providers" control large sums of money and therefore, these types of investors usually have a lot of influence over stock price movements. Hence, if weakness in Halliburton's share price continues, institutional investors may feel compelled to sell the stock, which might not be ideal for individual investors.

因此,機構投資者是受公司市值在上週下降至250億美金後,股票價格下跌4.2%影響最大的群體。這組投資者可能尤其擔心當前的損失,這使得股東一年的損失增加到21%。機構或「流動性提供者」控制着大量資金,因此,這類投資者通常對股票價格走勢有很大的影響力。因此,如果哈里伯頓的股價持續疲軟,機構投資者可能會感到有必要賣出這隻股票,這可能並不符合個人投資者的利益。

Let's delve deeper into each type of owner of Halliburton, beginning with the chart below.

讓我們深入探討哈里伯頓的每種所有者類型,從下面的圖表開始。

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NYSE:HAL Ownership Breakdown December 17th 2024
紐交所:HAL 所有權分解 2024年12月17日

What Does The Institutional Ownership Tell Us About Halliburton?

機構所有權告訴我們關於哈里伯頓的什麼?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

機構投資者通常將自己的回報與一個常見的指數回報進行比較。因此,他們通常會考慮購買納入相關基準指數的大型公司股票。

As you can see, institutional investors have a fair amount of stake in Halliburton. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Halliburton's earnings history below. Of course, the future is what really matters.

如您所見,機構投資者在哈里伯頓擁有相當數量的股份。這表明在專業投資者中有一定的可信度。但我們不能僅僅依靠這一事實,因爲機構有時也會做出糟糕的投資,就像每個人一樣。如果多家機構同時改變對某隻股票的看法,您可能會看到股價迅速下跌。因此,值得查看以下哈里伯頓的盈利歷史。當然,未來才是真正重要的。

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NYSE:HAL Earnings and Revenue Growth December 17th 2024
紐交所:哈里伯頓收益與營業收入增長2024年12月17日

Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Halliburton is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Capital Research and Management Company with 13% of shares outstanding. With 12% and 9.3% of the shares outstanding respectively, The Vanguard Group, Inc. and BlackRock, Inc. are the second and third largest shareholders.

由於機構投資者持有超過一半的已發行股票,董事會可能需要關注他們的偏好。哈里伯頓並不由對沖基金擁有。從我們的數據來看,最大股東是資本研究與管理公司,擁有13%的流通股份。分別擁有12%和9.3%流通股份的先鋒集團和貝萊德是第二和第三大股東。

On further inspection, we found that more than half the company's shares are owned by the top 9 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones.

經進一步檢查,我們發現公司的股份超過一半由前9大股東持有,這表明較大股東的利益在一定程度上受到較小股東的平衡。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

雖然研究公司的機構持股可以爲您的研究增加價值,但研究分析師的推薦也是一種良好的做法,以更深入地了解股票的預期表現。許多分析師覆蓋此股票,因此您可以很容易地查看預測增長。

Insider Ownership Of Halliburton

哈里伯頓內部持股情況

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

內部人的定義在不同國家之間可能略有不同,但董事會成員始終被算作內部人。管理層最終向董事會負責。然而,管理者成爲執行董事會成員並不罕見,特別是當他們是創始人或首席執行官時。

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

大多數人認爲內部持股是積極的,因爲這表明董事會與其他股東保持良好的一致性。然而,在某些情況下,權力在這個群體中過於集中。

Our most recent data indicates that insiders own less than 1% of Halliburton Company. Being so large, we would not expect insiders to own a large proportion of the stock. Collectively, they own US$105m of stock. In this sort of situation, it can be more interesting to see if those insiders have been buying or selling.

我們最新的數據表明,內部人士擁有的哈里伯頓公司的股份不到1%。由於公司規模龐大,我們不期望內部人士擁有大比例的股票。他們總共擁有10500萬美元的股票。在這種情況下,看看那些內部人士是買入還是賣出會更有趣。

General Public Ownership

公衆持股

The general public-- including retail investors -- own 13% stake in the company, and hence can't easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

公衆——包括散戶投資者——在公司中擁有13%的股份,因此不能輕易被忽視。雖然這樣的擁有規模可能不足以影響政策決定,但他們仍然可以對公司政策產生集體影響。

Next Steps:

下一步:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. For example, we've discovered 2 warning signs for Halliburton that you should be aware of before investing here.

雖然考慮擁有公司不同群體是非常重要的,但還有其他更重要的因素。 例如,我們發現哈里伯頓有2個警示信號,在您投資之前需要注意。

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

最終,未來是最重要的。您可以訪問此免費的關於公司分析師預測的報告。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注意:本文中的數字是根據過去十二個月的數據計算得出的,指的是截至財務報表日期的月份最後一天的12個月期間。這可能與完整年度的年報數字不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall St的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St在提到的任何股票中均沒有持倉。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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