Grocery Outlet Ownership
| GO Stock | USD 17.40 1.71 8.95% |
Shares in Circulation | First Issued 2018-03-31 | Previous Quarter 100.4 M | Current Value 98.9 M | Avarage Shares Outstanding 93.8 M | Quarterly Volatility 10.4 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.
Grocery |
Grocery Stock Ownership Analysis
The company has price-to-book (P/B) ratio of 1.51. Some equities with similar Price to Book (P/B) outperform the market in the long run. Grocery Outlet Holding has Price/Earnings To Growth (PEG) ratio of 2.48. The entity had not issued any dividends in recent years. Grocery Outlet Holding Corp. owns and operates a network of independently operated stores in the United States. The company was founded in 1946 and is headquartered in Emeryville, California. Grocery Outlet operates under Grocery Stores classification in the United States and is traded on NASDAQ Exchange. It employs 803 people. To learn more about Grocery Outlet Holding call Robert Sheedy at 510 845 1999 or check out https://www.groceryoutlet.com.Besides selling stocks to institutional investors, Grocery Outlet 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 Grocery Outlet'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 Grocery Outlet'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.
Grocery Outlet Quarterly Liabilities And Stockholders Equity |
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Grocery Outlet Insider Trades History
About 4.0% of Grocery Outlet Holding are currently held by insiders. Unlike Grocery Outlet'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 Grocery Outlet'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 Grocery Outlet's insider trades
Grocery Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Grocery Outlet is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Grocery Outlet Holding backward and forwards among themselves. Grocery Outlet's institutional investor refers to the entity that pools money to purchase Grocery Outlet'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 | Solel Partners Lp | 2024-09-30 | 2.4 M | Jackson Square Partners, Llc | 2024-09-30 | 2.4 M | Millennium Management Llc | 2024-09-30 | 1.6 M | Marshall Wace Asset Management Ltd | 2024-09-30 | 1.6 M | Geode Capital Management, Llc | 2024-09-30 | 1.6 M | Geneva Capital Management | 2024-09-30 | 1.6 M | Wcm Investment Management | 2024-09-30 | 1.3 M | Point72 Asset Management, L.p. | 2024-09-30 | 1.2 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.2 M | Blackrock Inc | 2024-06-30 | 12.1 M | Vanguard Group Inc | 2024-09-30 | 10.3 M |
Grocery Outlet Holding 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 Grocery Outlet insiders, such as employees or executives, is commonly permitted as long as it does not rely on Grocery Outlet'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 Grocery Outlet 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.
Grocery Outlet Outstanding Bonds
Grocery Outlet 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. Grocery Outlet Holding 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 Grocery bonds can be classified according to their maturity, which is the date when Grocery Outlet Holding 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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Grocery Outlet Corporate Filings
F4 | 4th of December 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 |
| 15th of November 2024 Other Reports | ViewVerify | |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 13th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Grocery Outlet
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 Grocery Outlet 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 Grocery Outlet will appreciate offsetting losses from the drop in the long position's value.Moving together with Grocery Stock
Moving against Grocery Stock
| 0.72 | UG | United Guardian | PairCorr |
| 0.68 | TGT | Target | PairCorr |
| 0.56 | DG | Dollar General | PairCorr |
| 0.56 | UL | Unilever PLC ADR | PairCorr |
| 0.53 | KO | Coca Cola Fiscal Year End 11th of February 2025 | PairCorr |
The ability to find closely correlated positions to Grocery Outlet could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Grocery Outlet 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 Grocery Outlet - 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 Grocery Outlet Holding to buy it.
The correlation of Grocery Outlet 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 Grocery Outlet moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Grocery Outlet Holding 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 Grocery Outlet 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 Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Grocery Outlet Holding. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Consumer Staples Distribution & Retail 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 Grocery Outlet. If investors know Grocery 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 Grocery Outlet 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 (0.11) | Earnings Share 0.51 | Revenue Per Share 42.988 | Quarterly Revenue Growth 0.104 | Return On Assets 0.0194 |
The market value of Grocery Outlet Holding is measured differently than its book value, which is the value of Grocery that is recorded on the company's balance sheet. Investors also form their own opinion of Grocery Outlet's value that differs from its market value or its book value, called intrinsic value, which is Grocery Outlet'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 Grocery Outlet's market value can be influenced by many factors that don't directly affect Grocery Outlet'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 Grocery Outlet's value and its price as these two are different measures arrived at by different means. Investors typically determine if Grocery Outlet is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Grocery Outlet'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.