Don't Ignore The Insider Selling In Beazer Homes USA
Don't Ignore The Insider Selling In Beazer Homes USA
We'd be surprised if Beazer Homes USA, Inc. (NYSE:BZH) shareholders haven't noticed that the Senior VP & CFO, David Goldberg, recently sold US$194k worth of stock at US$32.06 per share. However, the silver lining is that the sale only reduced their total holding by 4.4%, so we're hesitant to read anything much into it, on its own.
贝哲房屋股东们应该注意到,财务副总裁David Goldberg最近以每股32.06美元的价格卖出价值19.4万美元的股票。然而,值得一提的是,这次卖出仅减少了他们总持股量的4.4%,因此我们不太愿意独立对此做过多解读。
Beazer Homes USA Insider Transactions Over The Last Year
过去一年内贝哲房屋美国的内部交易
In fact, the recent sale by David Goldberg was the biggest sale of Beazer Homes USA shares made by an insider individual in the last twelve months, according to our records. So it's clear an insider wanted to take some cash off the table, even below the current price of US$34.63. When an insider sells below the current price, it suggests that they considered that lower price to be fair. That makes us wonder what they think of the (higher) recent valuation. However, while insider selling is sometimes discouraging, it's only a weak signal. It is worth noting that this sale was only 4.4% of David Goldberg's holding.
事实上,根据我们的记录,David Goldberg最近的卖出是贝哲房屋美国股票内部个人在过去十二个月中最大的一笔,因此很明显有内部人士希望获得一些现金,甚至低于当前价格34.63美元。当内部人士以低于当前价格卖出时,表明他们认为这个较低价格是公平的。这让我们想知道他们对(较高的)最近估值有何看法。然而,尽管内部人士的卖出有时让人泄气,但这只是一个微弱的信号。值得注意的是,此次卖出仅占David Goldberg持股量的4.4%。
You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!
下图展示了过去一年中(由公司和个人)的内部交易情况。如果您单击此图表,您可以查看所有个人交易,包括股票价格、个人和日期!

I will like Beazer Homes USA better if I see some big insider buys. While we wait, check out this free list of undervalued and small cap stocks with considerable, recent, insider buying.
如果我看到一些大量内部买入,我会更喜欢贝哲房屋。在等待的时候,请查看这份免费的低估和小盘股票清单,其中包括最近一段时间有重要内部买入的股票。
Insider Ownership Of Beazer Homes USA
贝哲房屋股东持股情况
I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. A high insider ownership often makes company leadership more mindful of shareholder interests. It appears that Beazer Homes USA insiders own 6.3% of the company, worth about US$62m. We've certainly seen higher levels of insider ownership elsewhere, but these holdings are enough to suggest alignment between insiders and the other shareholders.
我喜欢看公司内部人员拥有多少股份,以帮助我了解他们与内部人员的利益如何对齐。高比例的内部人员持股通常会使公司领导更加关注股东利益。看起来贝哲房屋内部人员拥有公司的6.3%,价值约6200万美元。我们当然在其他地方看到过更高比例的内部持股,但这些持股足以表明内部人员与其他股东之间的对齐。
So What Does This Data Suggest About Beazer Homes USA Insiders?
那么,这些数据对贝哲房屋内部人员有何启示?
An insider sold Beazer Homes USA shares recently, but they didn't buy any. And even if we look at the last year, we didn't see any purchases. While insiders do own shares, they don't own a heap, and they have been selling. We're in no rush to buy! In addition to knowing about insider transactions going on, it's beneficial to identify the risks facing Beazer Homes USA. To help with this, we've discovered 3 warning signs (2 are a bit concerning!) that you ought to be aware of before buying any shares in Beazer Homes USA.
一名内部人员最近卖出了贝哲房屋的股票,但他们没有买入。即使我们回顾过去一年,也没有看到任何买入。虽然内部人员拥有股份,但并不拥有大量股份,并且一直在抛售。我们无需着急买入!除了了解正在进行的内部交易外,还有助于识别贝哲房屋所面临的风险。为了帮助您了解这一点,我们发现了3个警示信号(其中2个有点令人担忧!),在购买贝哲房屋的任何股票之前,您应该意识到这些。
If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt.
如果您想查看另一家公司的信息-一家潜在具有优秀财务状况的公司-请不要错过这个带有高股权回报率和低债务的有趣公司免费列表。
For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.
对于本文而言,内部人是指向相关监管机构报告其交易的个人。我们目前仅考虑公开市场交易和直接利益的私人处置,但不包括衍生交易或间接利益。
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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。