Amerisourcebergen Shares Owned by Institutions

ABC
 Stock
  

USD 170.63  2.73  1.63%   

Amerisourcebergen Corp fundamentals help investors to digest information that contributes to Amerisourcebergen's financial success or failures. It also enables traders to predict the movement of Amerisourcebergen Stock. The fundamental analysis module provides a way to measure Amerisourcebergen's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Amerisourcebergen stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Amerisourcebergen Shares Owned by Institutions Analysis

Amerisourcebergen's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2019 2020 2021 2022 (projected)
Interest Expense137.88 M174.07 M200.19 M177.19 M
Gross Profit5.19 B6.94 B7.98 B6.56 B
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Amerisourcebergen Shares Owned by Institutions

    
  72.24 %  
Most of Amerisourcebergen's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Amerisourcebergen Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Amerisourcebergen Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for Amerisourcebergen is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since Amerisourcebergen's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Amerisourcebergen's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Amerisourcebergen's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 72% of Amerisourcebergen Corp are shares owned by institutions. This is 61.83% higher than that of the Healthcare sector and 14.87% lower than that of the Medical Distribution industry. The shares owned by institutions for all United States stocks is 84.24% lower than that of the firm.

Amerisourcebergen Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Amerisourcebergen's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Amerisourcebergen could also be used in its relative valuation, which is a method of valuing Amerisourcebergen by comparing valuation metrics of similar companies.
Amerisourcebergen is currently under evaluation in shares owned by institutions category among related companies.

Amerisourcebergen Current Valuation Drivers

We derive many important indicators used in calculating different scores of Amerisourcebergen from analyzing Amerisourcebergen's financial statements. These drivers represent accounts that assess Amerisourcebergen's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Amerisourcebergen's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee78.97 K38.88 K(154.52 K)36.66 K38.61 K36.31 K
Revenue Per Employee8 M8.16 M8.61 M5.09 M5.42 M7.07 M
Average Assets37.68 B38.93 B41.78 B51.53 B59.26 B48.62 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA1.71 B1.45 B(4.87 B)2.72 B2.78 B3 B
Earnings Before Interest Taxes and Depreciation Amortization USD1.71 B1.45 B(4.87 B)2.72 B2.45 B2.64 B
Earnings before Tax1.22 B968.34 M(5.3 B)2.22 B2 B2.15 B
Average Equity3.02 B2.96 B2.35 B(179.42 M)(161.47 M)(165.72 M)
Enterprise Value22.33 B18.66 B20.51 B29.37 B33.78 B28.54 B
Free Cash Flow1.08 B2.04 B1.87 B2.24 B2.58 B2.34 B
Invested Capital2.36 B1.71 B1.35 B5.83 B6.7 B7.23 B
Invested Capital Average2.72 B2.15 B1.71 B4.55 B5.23 B5.64 B
Market Capitalization19.95 B17.15 B19.79 B24.82 B28.54 B24.97 B
Tangible Asset Value28.06 B30.17 B35.68 B43.05 B49.51 B40.13 B
Working Capital(1.98 B)(1.45 B)(797.38 M)(2.56 B)(2.3 B)(2.36 B)

Amerisourcebergen ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Amerisourcebergen's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Amerisourcebergen's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

Amerisourcebergen Institutional Holders

Institutional Holdings refers to the ownership stake in Amerisourcebergen that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Amerisourcebergen's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Amerisourcebergen's value.
Security TypeSharesValue
Zweigdimenna Associates LlcCommon Shares2.6 K210 K
Zweigdimenna Associates LlcCommon Shares4.2 K364 K
Zurich Insurance Group LtdCommon Shares9.3 K1.3 M
Zurich Insurance Group LtdCommon Shares9.3 K1.4 M
Zurich Insurance Group LtdCommon Shares9.3 K1.2 M
Zurich Insurance Group LtdCommon Shares9.3 K1.1 M
Zurich Insurance Group LtdCommon Shares9.3 K1.1 M

Amerisourcebergen Fundamentals

About Amerisourcebergen Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Amerisourcebergen Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Amerisourcebergen using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Amerisourcebergen Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
AmerisourceBergen Corporation sources and distributes pharmaceutical products. The company was incorporated in 2001 and is headquartered in Conshohocken, Pennsylvania. Amerisourcebergen operates under Medical Distribution classification in the United States and is traded on New York Stock Exchange. It employs 000 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Amerisourcebergen without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Amerisourcebergen

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 Amerisourcebergen 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 Amerisourcebergen will appreciate offsetting losses from the drop in the long position's value.

Moving together with Amerisourcebergen

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The ability to find closely correlated positions to Amerisourcebergen could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amerisourcebergen 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 Amerisourcebergen - 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 Amerisourcebergen Corp to buy it.
The correlation of Amerisourcebergen is a statistical measure of how it moves in relation to other equities. 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 Amerisourcebergen moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amerisourcebergen Corp 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 Amerisourcebergen 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.
Pair CorrelationCorrelation Matching
Please continue to Amerisourcebergen Piotroski F Score and Amerisourcebergen Altman Z Score analysis. Note that the Amerisourcebergen Corp information on this page should be used as a complementary analysis to other Amerisourcebergen's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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Is Amerisourcebergen's industry 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 Amerisourcebergen. If investors know Amerisourcebergen 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 Amerisourcebergen 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 YOY
(0.32) 
Market Capitalization
33.9 B
Quarterly Revenue Growth YOY
0.038
Return On Assets
0.0306
Return On Equity
0.51
The market value of Amerisourcebergen Corp is measured differently than its book value, which is the value of Amerisourcebergen that is recorded on the company's balance sheet. Investors also form their own opinion of Amerisourcebergen's value that differs from its market value or its book value, called intrinsic value, which is Amerisourcebergen'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 Amerisourcebergen's market value can be influenced by many factors that don't directly affect Amerisourcebergen'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 Amerisourcebergen's value and its price as these two are different measures arrived at by different means. Investors typically determine Amerisourcebergen value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Amerisourcebergen'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.