Forward Air Ownership

FWRD Stock  USD 35.44  0.44  1.23%   
The majority of Forward Air outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Forward Air to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Forward Air. Please pay attention to any change in the institutional holdings of Forward Air as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
1994-03-31
Previous Quarter
26.8 M
Current Value
27.9 M
Avarage Shares Outstanding
29.1 M
Quarterly Volatility
4.1 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Forward Air in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Forward Air, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
As of November 26, 2024, Dividends Paid is expected to decline to about 13 M. In addition to that, Dividend Yield is expected to decline to 0.01. The current year's Common Stock Shares Outstanding is expected to grow to about 30.8 M. The current year's Net Income Applicable To Common Shares is expected to grow to about 233.3 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.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Forward Air. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For information on how to trade Forward Stock refer to our How to Trade Forward Stock guide.

Forward Stock Ownership Analysis

About 98.0% of the company shares are owned by institutional investors. The book value of Forward Air was currently reported as 7.88. The company has Price/Earnings To Growth (PEG) ratio of 2.01. Forward Air recorded a loss per share of 29.29. The entity last dividend was issued on the 21st of November 2023. The firm had 3:2 split on the 4th of April 2005. Forward Air Corporation, together with its subsidiaries, operates as an asset-light freight and logistics company in the United States and Canada. Forward Air Corporation was founded in 1981 and is headquartered in Greeneville, Tennessee. Foward Air operates under Integrated Freight Logistics classification in the United States and is traded on NASDAQ Exchange. It employs 4035 people. To learn more about Forward Air call Shawn Stewart at 423 636 7000 or check out https://www.forwardaircorp.com.
Besides selling stocks to institutional investors, Forward Air 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 Forward Air'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 Forward Air'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.

Forward Air Quarterly Liabilities And Stockholders Equity

3.06 Billion

Forward Air Insider Trades History

Only 1.67% of Forward Air are currently held by insiders. Unlike Forward Air'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 Forward Air'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 Forward Air's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Forward Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Forward Air is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Forward Air backward and forwards among themselves. Forward Air's institutional investor refers to the entity that pools money to purchase Forward Air'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
Mfn Partners Management, Lp2024-06-30
903.8 K
Alta Fox Capital Management, Llc2024-09-30
797.1 K
J. Goldman & Co Lp2024-09-30
750.9 K
Paralel Advisors Llc2024-09-30
750 K
Bank Of America Corp2024-06-30
694.9 K
Charles Schwab Investment Management Inc2024-09-30
675.9 K
Geode Capital Management, Llc2024-09-30
556.2 K
Goldman Sachs Group Inc2024-06-30
533.7 K
Goldentree Asset Management Lp2024-09-30
404 K
Blackrock Inc2024-06-30
4.5 M
Clearlake Capital Group Lp2024-09-30
3.8 M
Note, although Forward Air's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Forward Air 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 Forward Air insiders, such as employees or executives, is commonly permitted as long as it does not rely on Forward Air'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 Forward Air 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.

Forward Air Outstanding Bonds

Forward Air 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. Forward Air 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 Forward bonds can be classified according to their maturity, which is the date when Forward Air 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.

Forward Air Corporate Filings

13A
12th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
5th of November 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
28th of October 2024
An amendment to a previously filed Form 8-K
ViewVerify
8K
3rd of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Forward Air is a strong investment it is important to analyze Forward Air's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Forward Air's future performance. For an informed investment choice regarding Forward Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Forward Air. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For information on how to trade Forward Stock refer to our How to Trade Forward Stock guide.
You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
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 Forward Air. If investors know Forward 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 Forward Air 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
1.45
Earnings Share
(29.29)
Revenue Per Share
81.783
Quarterly Revenue Growth
0.924
Return On Assets
0.0296
The market value of Forward Air is measured differently than its book value, which is the value of Forward that is recorded on the company's balance sheet. Investors also form their own opinion of Forward Air's value that differs from its market value or its book value, called intrinsic value, which is Forward Air'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 Forward Air's market value can be influenced by many factors that don't directly affect Forward Air'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 Forward Air's value and its price as these two are different measures arrived at by different means. Investors typically determine if Forward Air is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Forward Air'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.