W. R. Berkley Corporation's (NYSE:WRB) Large Institutional Owners Must Be Happy as Stock Continues to Impress, up 5.3% Over the Past Week
W. R. Berkley Corporation's (NYSE:WRB) Large Institutional Owners Must Be Happy as Stock Continues to Impress, up 5.3% Over the Past Week
Key Insights
主要見解
- Significantly high institutional ownership implies W. R. Berkley's stock price is sensitive to their trading actions
- A total of 8 investors have a majority stake in the company with 51% ownership
- 22% of W. R. Berkley is held by insiders
- 機構持有量顯著高,暗示W. R. Berkley的股價對它們的交易行爲敏感
- 該公司共有8個股東擁有51%的股權。
- W. R. Berkley的22%股份由內部持有者持有
Every investor in W. R. Berkley Corporation (NYSE:WRB) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are institutions with 68% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
W. R. Berkley Corporation (紐交所:WRB)的每位投資者都應該了解最強大的股東群體,持有最多股份的是持有68%的機構。 換句話說,該群體面臨着最大的上行潛力(或下行風險)。
And as as result, institutional investors reaped the most rewards after the company's stock price gained 5.3% last week. The gains from last week would have further boosted the one-year return to shareholders which currently stand at 36%.
由於上週公司股價上漲了5.3%,機構投資者獲得了最豐厚的回報。上週的收益將進一步提升股東一年的回報率,目前爲36%。
In the chart below, we zoom in on the different ownership groups of W. R. Berkley.
在下面的圖表中,我們放大查看W. R. Berkley的不同所有權群體。
What Does The Institutional Ownership Tell Us About W. R. Berkley?
機構所有權告訴我們有關W. R. Berkley的什麼信息?
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
機構通常在向自己的投資者報告時會針對一個基準進行衡量,因此一旦某隻股票被納入主要指數,他們通常會更加熱衷於該股票。我們預計大多數公司都會有一些機構在登記簿上,尤其是那些正在增長的公司。
We can see that W. R. Berkley does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. 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 W. R. Berkley's earnings history below. Of course, the future is what really matters.
我們可以看到W. R. Berkley確實有機構投資者;他們持有公司股票的很大比例。這可能表明公司在投資社區享有一定的可信度。然而,最好不要過分依賴所謂的機構投資者的認可。他們有時也會判斷錯誤。如果多家機構同時改變對一隻股票的看法,你可能會看到股價迅速下跌。因此,值得查看W. R. Berkley的收益歷史。當然,未來才是真正重要的。
Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Hedge funds don't have many shares in W. R. Berkley. The company's CEO William Berkley is the largest shareholder with 21% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 9.5% and 6.2%, of the shares outstanding, respectively.
由於機構投資者擁有超過一半的已發行股份,董事會可能需要注意它們的偏好。對W. R. Berkley來說,對沖基金並沒有持有很多股份。該公司的首席執行官威廉·伯克利擁有21%的流通股份,是最大的股東。與此同時,第二大和第三大股東分別持有流通股份的9.5%和6.2%。
On further inspection, we found that more than half the company's shares are owned by the top 8 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones.
進一步調查發現,超過一半的Bentley Systems股份歸前8位股東所有,這表明大股東和小股東的利益在一定程度上得到平衡。
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
研究機構持股比例是衡量和篩選股票預期表現的好方法。同樣可以通過研究分析師情緒來實現。由於相當多的分析師都關注着該股票,因此你可以很容易地研究預測的增長。
Insider Ownership Of W. R. Berkley
W. R. Berkley的內部所有權
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. 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.
雖然內部人員的精確定義可能具有主觀性,但幾乎所有人都認爲董事會成員是內部人員。管理層最終向董事會負責。然而,如果經理是創始人或CEO,那麼他們成爲執行董事會成員並不罕見。
Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.
當內部人持股情況表明領導層思考和公司真正所有者一樣時,內部所有權是積極的。然而,高達內部人士所有權也可能爲公司內的小團體帶來巨大的權力。在某些情況下,這可能是負面的。
It seems insiders own a significant proportion of W. R. Berkley Corporation. It is very interesting to see that insiders have a meaningful US$4.9b stake in this US$23b business. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.
看起來內部持有W. R. Berkley Corporation的股份相當大。看到內部人士在這家價值230億美元的企業中持有價值49億美元的股份是非常有趣的。看到這種投資水平是好的。您可以在這裏檢查這些內部人士最近是否有買入。
General Public Ownership
一般大衆所有權
The general public, who are usually individual investors, hold a 11% stake in W. R. Berkley. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
普通公衆,通常是個人投資者,持有W. R. Berkley 11%的股份。雖然這群人不能直接做決策,但肯定會對公司的運行有實質性的影響。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand W. R. Berkley better, we need to consider many other factors. For example, we've discovered 1 warning sign for W. R. Berkley that you should be aware of before investing here.
始終值得考慮公司股份的不同持有群體。但要更好地了解W. R. Berkley,我們需要考慮許多其他因素。例如,我們發現了W. R. Berkley的1個警告信號,投資前您應該注意這一點。
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
最終,未來最重要。您可以在這份關於該公司分析師預測的免費報告中獲取有關信息。
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:本文中的數據是使用最後一個財務報表日期結束的爲期12個月的數據計算的。這可能與全年年度報告數據不一致。
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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.
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Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。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對提及的任何股票都沒有持倉。
譯文內容由第三人軟體翻譯。