With 88% Ownership, Otis Worldwide Corporation (NYSE:OTIS) Boasts of Strong Institutional Backing
With 88% Ownership, Otis Worldwide Corporation (NYSE:OTIS) Boasts of Strong Institutional Backing
Key Insights
关键见解
- Significantly high institutional ownership implies Otis Worldwide's stock price is sensitive to their trading actions
- The top 18 shareholders own 50% of the company
- Recent sales by insiders
- 高机构所有权意味着奥的斯全球的股价对其交易行为很敏感
- 前18名股东拥有公司50%的股份
- 内部人士最近的销售情况
Every investor in Otis Worldwide Corporation (NYSE:OTIS) should be aware of the most powerful shareholder groups. We can see that institutions own the lion's share in the company with 88% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
奥的斯环球公司(纽约证券交易所代码:OTIS)的每位投资者都应该了解最强大的股东群体。我们可以看到,机构拥有该公司的大部分股份,所有权为88%。也就是说,如果股票上涨,该集团将受益最大(如果出现低迷,则损失最大)。
Given the vast amount of money and research capacities at their disposal, institutional ownership tends to carry a lot of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute.
鉴于其可支配的资金和研究能力巨大,机构所有权往往具有很大的份量,对于个人投资者而言尤其如此。因此,向公司投资的大量机构资金通常被视为积极属性。
In the chart below, we zoom in on the different ownership groups of Otis Worldwide.
在下图中,我们放大了奥的斯全球的不同所有权群体。
![ownership-breakdown](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240601/0-0d0e76fd5961099afb69a458948e1a39-0-ad6c1c9b097f41e5d5e35327f88db95f.png/big)
What Does The Institutional Ownership Tell Us About Otis Worldwide?
机构所有权告诉我们关于奥的斯全球的什么?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
机构投资者通常将自己的回报与常见指数的回报进行比较。因此,他们通常会考虑收购相关基准指数中包含的大型公司。
Otis Worldwide already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Otis Worldwide's historic earnings and revenue below, but keep in mind there's always more to the story.
奥的斯全球已经在股份登记处设立了机构。事实上,他们拥有该公司可观的股份。这可能表明该公司在投资界具有一定程度的信誉。但是,最好谨慎地依赖机构投资者所谓的验证。他们有时也会弄错。当多家机构拥有一只股票时,总是存在处于 “拥挤交易” 的风险。当这样的交易出错时,多方可能会竞相快速出售股票。对于没有增长历史的公司,这种风险更高。你可以在下面看到奥的斯全球的历史收益和收入,但请记住,故事总是有更多内容。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240601/0-0d0e76fd5961099afb69a458948e1a39-1-7b7206be16fad982aac51f0b3ae1599c.png/big)
Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Otis Worldwide is not owned by hedge funds. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 11%. For context, the second largest shareholder holds about 8.6% of the shares outstanding, followed by an ownership of 5.3% by the third-largest shareholder.
由于机构投资者拥有已发行股票的一半以上,董事会可能必须注意他们的偏好。奥的斯全球不归对冲基金所有。该公司的最大股东是Vanguard Group, Inc.,其所有权为11%。就背景而言,第二大股东持有约8.6%的已发行股份,其次是第三大股东持有5.3%的所有权。
A closer look at our ownership figures suggests that the top 18 shareholders have a combined ownership of 50% implying that no single shareholder has a majority.
仔细观察我们的所有权数据后发现,前18名股东的总所有权为50%,这意味着没有一个股东占多数。
While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
虽然研究公司的机构所有权可以为您的研究增加价值,但研究分析师的建议以更深入地了解股票的预期表现也是一种好做法。有不少分析师报道了该股,因此你可以很容易地研究预测的增长。
Insider Ownership Of Otis Worldwide
奥的斯全球的内部所有权
The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
公司内部人员的定义可能是主观的,并且在不同的司法管辖区之间确实有所不同。我们的数据反映了个人内部人士,至少涵盖了董事会成员。公司管理层经营业务,但首席执行官将对董事会负责,即使他或她是董事会成员。
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.
当内部所有权表明领导层像公司的真正所有者一样思考时,内部所有权是积极的。但是,高度的内部所有权也可以赋予公司内部的一小部分人巨大的权力。在某些情况下,这可能是负面的。
Our most recent data indicates that insiders own less than 1% of Otis Worldwide Corporation. Being so large, we would not expect insiders to own a large proportion of the stock. Collectively, they own US$43m of stock. It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.
我们最新的数据显示,内部人士拥有奥的斯环球公司不到1%的股份。由于规模如此之大,我们预计内部人士不会拥有很大一部分股票。他们共拥有4300万美元的股票。很高兴看到董事会成员拥有股票,但可能值得检查一下这些内部人士是否在买入。
General Public Ownership
一般公有制
The general public, who are usually individual investors, hold a 12% stake in Otis Worldwide. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
公众通常是个人投资者,持有奥的斯环球12%的股份。这种所有权规模虽然可观,但如果决策与其他大股东不同步,可能不足以改变公司政策。
Next Steps:
后续步骤:
While it is well worth considering the different groups that own a company, there are other factors that are even more important. Take risks for example - Otis Worldwide has 4 warning signs (and 1 which makes us a bit uncomfortable) we think you should know about.
尽管值得考虑拥有公司的不同群体,但还有其他因素更为重要。以风险为例-奥的斯全球有 4 个警告信号(其中一个让我们有点不舒服),我们认为你应该知道。
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
归根结底,未来是最重要的。您可以访问这份关于公司分析师预测的免费报告。
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.
注意:本文中的数字是使用过去十二个月的数据计算得出的,这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年度报告数据不一致。
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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。