Institutional Investors Are Truist Financial Corporation's (NYSE:TFC) Biggest Bettors and Were Rewarded After Last Week's US$2.7b Market Cap Gain
Institutional Investors Are Truist Financial Corporation's (NYSE:TFC) Biggest Bettors and Were Rewarded After Last Week's US$2.7b Market Cap Gain
Key Insights
主要见解
- Given the large stake in the stock by institutions, Truist Financial's stock price might be vulnerable to their trading decisions
- A total of 25 investors have a majority stake in the company with 47% ownership
- Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company
- 考虑到机构持有Truist Financial的大量股份,其股票价格可能会受到它们的交易决定的影响。
- 25位投资者拥有华力创通的多数股份,占有47%的所有权。
- 通过分析师预测数据和所有权研究,您可以更好地评估公司未来的业绩。
Every investor in Truist Financial Corporation (NYSE:TFC) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are institutions with 73% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
Truist Financial Corporation (纽交所:TFC) 的每位投资者都应该了解最具有影响力的股东群体。目前,持股量最大的群体是拥有73%股权的机构。也就是说,如果股票价格上涨(或者下跌),该群体将获得最大的利益(或者承受最大的损失)。
Last week's 5.1% gain means that institutional investors were on the positive end of the spectrum even as the company has shown strong longer-term trends. The one-year return on investment is currently 37% and last week's gain would have been more than welcomed.
上周Truist Financial股票上涨了5.1%,意味着尽管公司展现了强劲的长期趋势,机构投资者也处于积极的态势中。目前的投资回报率为一年37%,上周的涨幅也是非常受欢迎的。
Let's delve deeper into each type of owner of Truist Financial, beginning with the chart below.
让我们深入研究Truist Financial的每种股东类型,从下面的图表开始。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240719/0-0605966a58ba4bd973751704d759177b-0-8294f948aa81e59fe3401d957ebe845f.png/big)
What Does The Institutional Ownership Tell Us About Truist Financial?
机构投资者持有Truist Financial的股权情况能告诉我们什么?
Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.
许多机构衡量其业绩的标准是一个近似于当地市场的指数。因此,他们通常更加关注包括在主要指数中的公司。
As you can see, institutional investors have a fair amount of stake in Truist Financial. 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. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Truist Financial, (below). Of course, keep in mind that there are other factors to consider, too.
如您所见,机构投资者在Truist Financial中拥有相对较高的股份,这可能表明该公司在投资社区中具有一定的信誉度。然而,最好不要过于依赖机构投资者所谓的认可。它们也会偶尔犯错误。如果两个大型机构投资者试图同时抛售一只股票,那么股价往往会急剧下跌,因此值得检查Truist Financial的过去收益轨迹(下图)。当然,记得还要考虑其他因素。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240719/0-0605966a58ba4bd973751704d759177b-1-38767d47b0567e1589084ffbbd0a8d11.png/big)
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 Truist Financial. The Vanguard Group, Inc. is currently the company's largest shareholder with 8.7% of shares outstanding. For context, the second largest shareholder holds about 7.5% of the shares outstanding, followed by an ownership of 4.4% by the third-largest shareholder.
由于机构投资者拥有超过一半的发行股份,董事会可能必须注意他们的偏好。对于Truist Financial,对冲基金持有的股份不多。目前,Vanguard Group,Inc.是该公司的最大股东,持有8.7%的流通股。为了更好的理解,第二大股东持有约7.5%的流通股,第三大股东持有4.4%的流通股。
A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority.
对我们的所有权数据进行更深入的研究表明,前25名股东的持股总额不到注册表的一半,表明有一个小股东的大群体,其中没有单个股东拥有多数股份。
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. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.
研究机构所有权是衡量和过滤股票预期表现的好方法。通过研究分析师的情绪也可以实现同样的目的。由于有相当数量的分析师涵盖这支股票,因此了解他们对未来的整体看法可能会有所帮助。
Insider Ownership Of Truist Financial
Truist Financial的内部股权情况
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
内部人员的定义在不同国家可能会稍有不同,但董事会成员始终算入其中。公司管理负责经营业务,但即使首席执行官是董事会成员,他或她也必须对董事会负责。
I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.
我通常认为内部人士持股是一件好事。但是,在某些情况下,它会使其他股东更难以对董事会的决定进行问责。
Our data suggests that insiders own under 1% of Truist Financial Corporation in their own names. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own US$113m worth of shares. Arguably recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling.
我们的数据表明,内部人士拥有自己名下不到1%的Truist Financial Corporation的股份。因为它是一家大公司,我们只期望内部人士拥有很小的股份。但值得注意的是,他们拥有1,1300万美元的股票。近期的买卖活动同等重要。您可以单击此处查看内部人员是否一直在买入或卖出。
General Public Ownership
一般大众所有权
The general public-- including retail investors -- own 27% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
普通公众,包括散户投资人,拥有该公司27%的股份,因此不能轻易忽略。虽然该群体不能决定公司的政策,但它确实可以对公司的经营产生实际影响。
Next Steps:
下一步:
I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Take risks for example - Truist Financial has 1 warning sign we think you should be aware of.
我认为查看一家公司的所有人是很有趣的。但为了真正获得洞察力,我们还需要考虑其他信息。例如,采取风险 - Truist Financial有1个警告标志,我们认为您应该知道。
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
如果您像我一样,可能希望考虑这家公司是否会增长或缩小。幸运的是,您可以查看此免费报告,显示分析师对其未来的预测。
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:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。
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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.
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。