Private Equity Firms Are Soho House & Co Inc.'s (NYSE:SHCO) Biggest Owners and Were Hit After Market Cap Dropped US$94m
Private Equity Firms Are Soho House & Co Inc.'s (NYSE:SHCO) Biggest Owners and Were Hit After Market Cap Dropped US$94m
Key Insights
主要见解
- Soho House & Co's significant private equity firms ownership suggests that the key decisions are influenced by shareholders from the larger public
- A total of 2 investors have a majority stake in the company with 61% ownership
- Insiders have been buying lately
- Soho House&Co的股权投资持有者占据了相当大的股份,这意味着关键决策受到了来自大众股东的影响。
- 总共2位投资者持有该公司的61%股份。
- 内部人员最近一直在买入。
If you want to know who really controls Soho House & Co Inc. (NYSE:SHCO), then you'll have to look at the makeup of its share registry. The group holding the most number of shares in the company, around 40% to be precise, is private equity firms. Put another way, the group faces the maximum upside potential (or downside risk).
如果您想了解谁真正控制Soho House&Co Inc. (纽交所:SHCO),那么您就需要查看其股权登记簿的构成。拥有公司最多股份的集团,准确地说是约40%,是股权投资公司。换句话说,该群体面临最大的上限潜力(或下限风险)。
While the holdings of private equity firms took a hit after last week's 7.9% price drop, insiders with their 34% also suffered.
尽管上周的7.9%价格下跌使得私募股权公司的持股遭受打击,但持有34%股份的内部人员也遭受了打击。
Let's take a closer look to see what the different types of shareholders can tell us about Soho House & Co.
让我们更近距离地观察一下不同类型的股东对Soho House&Co的影响。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240723/0-5755ccd036e5a6662893f00a94ecbb67-0-ca306d75882cff4f49ba4027726ac8e2.png/big)
What Does The Institutional Ownership Tell Us About Soho House & Co?
机构投资者持有相当数量的Soho House&Co的股份。这意味着为这些机构工作的分析师已经查看了股票,并且他们很喜欢它。但是就像任何其他人一样,他们也可能犯错。如果两位大型机构投资者同时试图抛售某个股票,则很常见看到股价大幅下跌。因此,值得检查Soho House&Co的过去收益轨迹(如下图)。当然,也要记住还有其他因素需要考虑。
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
机构通常在向自己的投资者报告时会针对一个基准进行衡量,因此一旦某只股票被纳入主要指数,他们通常会更加热衷于该股票。我们预计大多数公司都会有一些机构在登记簿上,尤其是那些正在增长的公司。
As you can see, institutional investors have a fair amount of stake in Soho House & Co. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. 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 Soho House & Co, (below). Of course, keep in mind that there are other factors to consider, too.
纽交所:SHCO的收益和营收增长日期为2024年7月23日。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240723/0-5755ccd036e5a6662893f00a94ecbb67-1-73d821e8abd7bf062835c795f8ccf008.png/big)
Hedge funds don't have many shares in Soho House & Co. The company's largest shareholder is The Yucaipa Companies, LLC, with ownership of 40%. For context, the second largest shareholder holds about 21% of the shares outstanding, followed by an ownership of 8.0% by the third-largest shareholder.
股东登记簿的更详细研究显示,前两大股东通过其61%的股份持有该公司的相当多的股权。
A more detailed study of the shareholder registry showed us that 2 of the top shareholders have a considerable amount of ownership in the company, via their 61% stake.
看起来内部人员拥有Soho House&Co Inc的相当大比例。 它的市值只有11亿美元,内部人员自己持有价值3,790万美元的股份。这相当重要。 大多数人会很高兴看到董事会与他们一起投资。 您可能希望访问此免费图表,以显示内部人员的最新交易情况。
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 plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.
研究机构所有权是衡量和过滤股票预期性能的好方法。通过研究分析师的情绪,也可以实现同样的效果。很多分析师都在关注该股票,看看他们的预测值得不值得。
Insider Ownership Of Soho House & Co
通常个人投资者持有10%的Soho House&Co股份。 虽然持有该公司的这一比例相当大,但如果决策与其他大股东不一致,则可能不足以改变公司政策。
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是不同的。我们的数据反映了个别内部人员,至少捕捉到了董事会成员。公司管理业务,但首席执行官即使是董事会成员也必须向董事会负责。
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
大多数人认为内部所有权是积极的,因为它可以表示董事会与其他股东的利益相一致。但是,在某些场合下,这个团体的权力过于集中。
It seems insiders own a significant proportion of Soho House & Co Inc.. It has a market capitalization of just US$1.1b, and insiders have US$379m worth of shares in their own names. That's quite significant. Most would be pleased to see the board is investing alongside them. You may wish to access this free chart showing recent trading by insiders.
股权投资公司持有Soho House&Co 40%的股份。这表明它们在关键政策决策中可能具有影响力。有些人可能喜欢这一点,因为私募股权公司有时会成为监督管理的激进分子。但有时,股权投资公司正在出售已经上市的公司。
General Public Ownership
一般大众所有权
The general public, who are usually individual investors, hold a 10% stake in Soho House & Co. 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.
在牢记还有其他因素需要考虑的情况下,思考公司股份归属的不同群体总是值得的。但是,要更好地了解Soho House&Co,我们需要考虑许多其他因素。例如,我们已经发现2个预警信号(其中1个有点令人担忧!),需要您在此进行投资前了解。
Private Equity Ownership
股权投资公司持有8.8%的股份,有能力参与塑造以价值创造为重点的公司策略。一些投资者可能会因此而受到鼓舞,因为股权投资公司有时可以鼓励市场看到公司的价值,从而采取有益的策略。另外,那些持有者可能在将其上市后退出投资。
Private equity firms hold a 40% stake in Soho House & Co. This suggests they can be influential in key policy decisions. Some might like this, because private equity are sometimes activists who hold management accountable. But other times, private equity is selling out, having taking the company public.
股权投资公司持有Soho House & Co40%的股份。 这表明他们可以在关键政策决策方面发挥影响力。一些人可能喜欢这一点,因为私人股权投资有时是激进派,可以追究管理层的责任。但有时,股权投资会出售股份,使公司上市。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand Soho House & Co better, we need to consider many other factors. For example, we've discovered 2 warning signs for Soho House & Co (1 is a bit concerning!) that you should be aware of before investing here.
值得考虑公司的不同股东群体。但要更好地了解Soho House & Co.,我们需要考虑许多其他因素。例如,我们发现Soho House & Co有2个警告标志(其中1个有点令人担忧!),在投资此处之前,您应该了解这些。
But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.
但最终,决定该业务所有者将获得多大利益的是未来而非过去。因此,我们认为最好查看此免费报告,以了解分析师是否预测更光明的未来。
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。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@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
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。