Penumbra Ownership
| PEN Stock | USD 230.38 0.28 0.12% |
Shares in Circulation | First Issued 2014-03-31 | Previous Quarter 39.3 M | Current Value 39.2 M | Avarage Shares Outstanding 33.7 M | Quarterly Volatility 8 M |
Penumbra Stock Ownership Analysis
About 92.0% of the company shares are owned by institutional investors. The company has Price/Earnings (P/E) ratio of 191.13. Penumbra had not issued any dividends in recent years. The entity had 10:1 split on the 16th of November 2014. Penumbra, Inc. designs, develops, manufactures, and markets medical devices in the United States and internationally. Penumbra, Inc. was incorporated in 2004 and is headquartered in Alameda, California. Penumbra operates under Medical Devices classification in the United States and is traded on New York Stock Exchange. It employs 3800 people. To find out more about Penumbra contact Adam Elsesser at 510 748 3200 or learn more at https://www.penumbrainc.com.Besides selling stocks to institutional investors, Penumbra 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 Penumbra'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 Penumbra'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.
Penumbra Quarterly Liabilities And Stockholders Equity |
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Penumbra Insider Trades History
Roughly 4.0% of Penumbra are currently held by insiders. Unlike Penumbra'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 Penumbra'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 Penumbra's insider trades
Penumbra Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Penumbra is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Penumbra backward and forwards among themselves. Penumbra's institutional investor refers to the entity that pools money to purchase Penumbra'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 | T. Rowe Price Investment Management,inc. | 2025-03-31 | 633.6 K | Clearbridge Advisors, Llc | 2025-03-31 | 586.8 K | Congress Asset Management Company, Llp | 2025-03-31 | 546.3 K | Capital World Investors | 2025-03-31 | 543.8 K | Hhg Plc | 2025-03-31 | 541.3 K | Holocene Advisors, Lp | 2025-03-31 | 402.3 K | Morgan Stanley - Brokerage Accounts | 2025-03-31 | 372.7 K | Allspring Global Investments Holdings, Llc | 2025-03-31 | 321 K | Northern Trust Corp | 2025-03-31 | 316 K | Fmr Inc | 2025-03-31 | 5.8 M | Blackrock Inc | 2025-03-31 | 4.1 M |
Penumbra 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 Penumbra insiders, such as employees or executives, is commonly permitted as long as it does not rely on Penumbra'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 Penumbra 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.
Penumbra Outstanding Bonds
Penumbra 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. Penumbra 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 Penumbra bonds can be classified according to their maturity, which is the date when Penumbra 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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Penumbra Corporate Filings
F4 | 11th of July 2025 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 | 30th of May 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 16th of April 2025 Other Reports | ViewVerify | |
| 4th of April 2025 Other Reports | ViewVerify |
Pair Trading with Penumbra
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 Penumbra 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 Penumbra will appreciate offsetting losses from the drop in the long position's value.Moving together with Penumbra Stock
Moving against Penumbra Stock
| 0.79 | VEEV | Veeva Systems Class | PairCorr |
| 0.76 | DH | Definitive Healthcare | PairCorr |
| 0.69 | VNRX | Volitionrx | PairCorr |
| 0.67 | OM | Outset Medical | PairCorr |
| 0.5 | LH | Laboratory Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Penumbra could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Penumbra 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 Penumbra - 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 Penumbra to buy it.
The correlation of Penumbra 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 Penumbra moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Penumbra 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 Penumbra 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Penumbra. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income. To learn how to invest in Penumbra Stock, please use our How to Invest in Penumbra guide.You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Is Health Care Equipment & Supplies 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 Penumbra. If investors know Penumbra 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 Penumbra 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 2.571 | Earnings Share 1.08 | Revenue Per Share | Quarterly Revenue Growth 0.163 | Return On Assets |
The market value of Penumbra is measured differently than its book value, which is the value of Penumbra that is recorded on the company's balance sheet. Investors also form their own opinion of Penumbra's value that differs from its market value or its book value, called intrinsic value, which is Penumbra'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 Penumbra's market value can be influenced by many factors that don't directly affect Penumbra'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 Penumbra's value and its price as these two are different measures arrived at by different means. Investors typically determine if Penumbra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Penumbra'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.