share_log

Don't Ignore The Insider Selling In Southern

Don't Ignore The Insider Selling In Southern

不要忽视南方的内幕销售
Simply Wall St ·  05/05 22:31

Some The Southern Company (NYSE:SO) shareholders may be a little concerned to see that the Chairman, Kimberly Greene, recently sold a substantial US$1.5m worth of stock at a price of US$75.02 per share. That sale reduced their total holding by 15% which is hardly insignificant, but far from the worst we've seen.

南方公司(纽约证券交易所代码:SO)的一些股东可能会有点担心,董事长金伯利·格林最近以每股75.02美元的价格出售了价值150万美元的大量股票。此次出售使他们的总持股量减少了15%,这并非微不足道,但远非我们所见过的最坏情况。

The Last 12 Months Of Insider Transactions At Southern

南方航空最近12个月的内幕交易

Notably, that recent sale by Chairman Kimberly Greene was not the only time they sold Southern shares this year. They previously made an even bigger sale of -US$3.3m worth of shares at a price of US$69.78 per share. So it's clear an insider wanted to take some cash off the table, even below the current price of US$75.85. We generally consider it a negative if insiders have been selling, especially if they did so below the current price, because it implies that they considered a lower price to be reasonable. While insider selling is not a positive sign, we can't be sure if it does mean insiders think the shares are fully valued, so it's only a weak sign. This single sale was just 29% of Kimberly Greene's stake.

值得注意的是,董事长金伯利·格林最近的出售并不是他们今年唯一一次出售南方股票。他们此前以每股69.78美元的价格进一步出售了价值-330万美元的股票。因此,很明显,一位内部人士想从桌上提取一些现金,甚至低于目前的75.85美元。如果内部人士一直在卖出,特别是如果他们卖出低于当前价格,我们通常认为这是负数,因为这意味着他们认为较低的价格是合理的。尽管内幕抛售不是一个积极的信号,但我们无法确定这是否意味着内部人士认为股票已完全估值,因此这只是一个弱势信号。此次出售仅占金伯利·格林股份的29%。

In the last year Southern insiders didn't buy any company stock. You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!

去年,南方内部人士没有购买任何公司股票。你可以在下面看到过去 12 个月内幕交易(公司和个人)的直观描述。如果你点击图表,你可以看到所有的个人交易,包括股价、个人和日期!

insider-trading-volume
NYSE:SO Insider Trading Volume May 5th 2024
纽约证券交易所:SO 内幕交易量 2024 年 5 月 5 日

For those who like to find winning investments this free list of growing companies with recent insider purchasing, could be just the ticket.

对于那些喜欢寻找中奖投资的人来说,这份最近有内幕收购的成长型公司的免费名单可能只是门票。

Does Southern Boast High Insider Ownership?

南方航空是否拥有很高的内部所有权?

For a common shareholder, it is worth checking how many shares are held by company insiders. A high insider ownership often makes company leadership more mindful of shareholder interests. Southern insiders own 0.2% of the company, currently worth about US$155m based on the recent share price. Most shareholders would be happy to see this sort of insider ownership, since it suggests that management incentives are well aligned with other shareholders.

对于普通股股东来说,值得检查一下公司内部人士持有多少股票。较高的内部所有权通常会使公司领导层更加关注股东的利益。南方内部人士拥有该公司0.2%的股份,根据最近的股价,目前价值约1.55亿美元。大多数股东会很高兴看到这种内部所有权,因为这表明管理层的激励措施与其他股东非常一致。

So What Does This Data Suggest About Southern Insiders?

那么这些数据对南方内部人士有什么启示呢?

Insiders haven't bought Southern stock in the last three months, but there was some selling. And even if we look at the last year, we didn't see any purchases. But it is good to see that Southern is growing earnings. While insiders do own a lot of shares in the company (which is good), our analysis of their transactions doesn't make us feel confident about the company. In addition to knowing about insider transactions going on, it's beneficial to identify the risks facing Southern. To help with this, we've discovered 3 warning signs (1 is potentially serious!) that you ought to be aware of before buying any shares in Southern.

内部人士在过去三个月中没有买入南方股票,但出现了一些抛售。而且,即使我们看看去年,我们也没有看到任何购买。但很高兴看到南方航空的收入正在增长。尽管内部人士确实拥有该公司的大量股份(这很好),但我们对他们交易的分析并不能使我们对公司充满信心。除了了解正在进行的内幕交易外,确定南方航空面临的风险也是有益的。为了帮助解决这个问题,我们发现了 3 个警告信号(1 个可能很严重!)在购买南方航空的任何股票之前,你应该注意这一点。

If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt.

如果你想看看另一家公司——一家财务状况可能优越的公司——那么千万不要错过这份免费的股本回报率高、债务低的有趣公司的名单。

For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.

就本文而言,内部人士是指向相关监管机构报告其交易的个人。我们目前只考虑公开市场交易和私下处置的直接利益,不包括衍生品交易或间接权益。

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.

对这篇文章有反馈吗?对内容感到担忧?直接联系我们。 或者,给编辑团队 (at) simplywallst.com 发送电子邮件。
Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发