Hershey Shares Owned by Institutions

HSY -  USA Stock  

USD 200.35  1.19  0.60%

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

Hershey Shares Owned by Institutions 

 
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Hershey Shares Owned by Institutions Analysis

Hershey Foods' 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)
Receivables568.51 M615.23 M553.71 M516.21 M
Inventories815.25 M964.21 M867.79 M766.4 M
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Hershey Foods Shares Owned by Institutions

    
  78.04 %  
Most of Hershey Foods' 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, Hershey Foods Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Hershey Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for Hershey Foods 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 Hershey Foods' 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 Hershey Foods' 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 Hershey Foods' 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, 78% of Hershey Foods Corp are shares owned by institutions. This is 119.65% higher than that of the Consumer Defensive sector and 59.01% higher than that of the Confectioners industry. The shares owned by institutions for all United States stocks is 99.03% lower than that of the firm.

Hershey Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Hershey Foods' 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 Hershey Foods could also be used in its relative valuation, which is a method of valuing Hershey Foods by comparing valuation metrics of similar companies.
Hershey Foods is currently under evaluation in shares owned by institutions category among related companies.

Hershey Foods Current Valuation Drivers

We derive many important indicators used in calculating different scores of Hershey Foods from analyzing Hershey Foods' financial statements. These drivers represent accounts that assess Hershey Foods' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Hershey Foods' important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee46.3 K71.72 K71.23 K75.55 K67.99 K56.93 K
Revenue Per Employee444.44 K474.49 K494.81 K481.48 K433.34 K412.01 K
Average Assets5.48 B7.57 B8.06 B9.04 B10.39 B8.99 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA1.5 B1.85 B1.82 B1.94 B2.23 B2.08 B
Earnings Before Interest Taxes and Depreciation Amortization USD1.5 B1.85 B1.82 B1.94 B2.23 B2.08 B
Earnings before Tax1.14 B1.42 B1.38 B1.5 B1.72 B1.6 B
Average Equity856 M1.16 B1.65 B1.93 B2.22 B1.88 B
Enterprise Value26.81 B26.37 B34.93 B35.43 B40.74 B35.97 B
Free Cash Flow999.45 M1.32 B1.47 B1.26 B1.45 B1.29 B
Invested Capital4.83 B6.07 B6.58 B7.42 B8.53 B7.38 B
Invested Capital Average5.02 B5.94 B6.32 B7.21 B8.29 B7.23 B
Market Capitalization23.92 B22.49 B30.71 B31.71 B36.46 B32.21 B
Tangible Asset Value4.36 B4.62 B4.81 B5.85 B6.73 B6.15 B
Working Capital(74.63 M)(179.38 M)108.31 M1.09 B977.54 M1.05 B

Hershey Foods Institutional Holders

Institutional Holdings refers to the ownership stake in Hershey Foods that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Hershey Foods' 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 Hershey Foods' value.
Security TypeSharesValue
Lvm Capital Management LtdCommon Shares62.9 K12.2 M
State Of Alaska Department Of RevenueCommon Shares59.7 K11.5 M
Lawson Kroeker Investment Management IncCommon Shares53.8 K10.4 M
Beese Fulmer Investment Management IncCommon Shares48 K9.3 M
Fruth Investment ManagementCommon Shares31.9 K6.2 M
Dnb Asset Management AsCommon Shares25.9 KM
Heritage Way Advisors LlcCommon Shares20.2 K3.9 M

Hershey Fundamentals

About Hershey Foods Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Hershey Foods Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hershey Foods using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hershey Foods 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.
The Hershey Company, together with its subsidiaries, manufactures and sells confectionery products and pantry items. The company was founded in 1894 and is headquartered in Hershey, Pennsylvania. Hershey Foods operates under Confectioners classification in the United States and is traded on New York Stock Exchange. It employs 15200 people.

Hershey Foods Investors Sentiment

The influence of Hershey Foods' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Hershey. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Hershey Foods Implied Volatility

    
  22.12  
Hershey Foods' implied volatility exposes the market's sentiment of Hershey Foods Corp stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Hershey Foods' implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Hershey Foods stock will not fluctuate a lot when Hershey Foods' options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Hershey Foods in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Hershey Foods' short interest history, or implied volatility extrapolated from Hershey Foods options trading.

Current Sentiment - HSY

Hershey Foods Corp Investor Sentiment

Greater number of Macroaxis users are currently bullish on Hershey Foods Corp. What is your judgment towards investing in Hershey Foods Corp? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Please check Hershey Foods Piotroski F Score and Hershey Foods Altman Z Score analysis. Note that the Hershey Foods Corp information on this page should be used as a complementary analysis to other Hershey Foods' 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 Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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Is Hershey Foods' 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 Hershey Foods. If investors know Hershey 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 Hershey Foods listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Hershey Foods Corp is measured differently than its book value, which is the value of Hershey that is recorded on the company's balance sheet. Investors also form their own opinion of Hershey Foods' value that differs from its market value or its book value, called intrinsic value, which is Hershey Foods' 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 Hershey Foods' market value can be influenced by many factors that don't directly affect Hershey Foods' 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 Hershey Foods' value and its price as these two are different measures arrived at by different means. Investors typically determine Hershey Foods value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hershey Foods' 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.