Amerisourcebergen Ownership

ABC
 Stock
  

USD 167.90  0.73  0.44%   

Some institutional investors establish a significant position in stocks such as Amerisourcebergen in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Amerisourcebergen, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Please continue to Trending Equities.
  
The current year Dividend Yield is expected to grow to 0.0179, whereas Payment of Dividends and Other Cash Distributions is forecasted to decline to (356 M). The current year Weighted Average Shares is expected to grow to about 241.6 M. The current year Weighted Average Shares Diluted is expected to grow to about 245.4 M.
Amerisourcebergen Corp retains a total of 202.44 Million outstanding shares. The majority of Amerisourcebergen Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Amerisourcebergen Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Amerisourcebergen. Please pay attention to any change in the institutional holdings of Amerisourcebergen Corp as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Amerisourcebergen Stock Ownership Analysis

About 20.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.65. Amerisourcebergen Corp recorded earning per share (EPS) of 8.04. The entity last dividend was issued on the 10th of November 2022. The firm had 2:1 split on the 16th of June 2009. 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. For more info on Amerisourcebergen Corp please contact Steven Collis at 610 647-0141 or go to www.amerisourcebergen.com.

Amerisourcebergen SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Amerisourcebergen prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Amerisourcebergen investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Amerisourcebergen Corp specific information freely available to individual and institutional investors to make a timely investment decision.
12th of September 2022
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure
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4th of August 2022
Unclassified Corporate Event
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1st of July 2022
Other Events
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15th of March 2022
Submission of Matters to a Vote of Security Holders
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Amerisourcebergen Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Amerisourcebergen is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Amerisourcebergen Corp backward and forwards among themselves. Amerisourcebergen's institutional investor refers to the entity that pools money to purchase Amerisourcebergen's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
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
Note, although Amerisourcebergen's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Amerisourcebergen Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Amerisourcebergen insiders, such as employees or executives, is commonly permitted as long as it does not rely on Amerisourcebergen's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Amerisourcebergen insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Walgreens Boots Alliance Inc over two weeks ago via Macroaxis 
Sale by Walgreens Boots Alliance Inc of 13234153 shares of Amerisourcebergen
Steven Collis over a month ago via Macroaxis 
Exercise or conversion by Steven Collis of 11480 shares of Amerisourcebergen subject to Rule 16b-3
Kim Lorence H over a month ago via Macroaxis 
Amerisourcebergen exotic insider transaction detected
Leslie Donato over two months ago via Macroaxis 
Exercise or conversion by Leslie Donato of 2975 shares of Amerisourcebergen subject to Rule 16b-3
Gina Clark over two months ago via Macroaxis 
Sale by Gina Clark of 288 shares of Amerisourcebergen
Steven Collis over three months ago via Macroaxis 
Exercise or conversion by Steven Collis of 11480 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3
Dennis Nally over three months ago via Macroaxis 
Acquisition by Dennis Nally of 215 shares of Amerisourcebergen subject to Rule 16b-3

Amerisourcebergen Outstanding Bonds

Amerisourcebergen issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Amerisourcebergen Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Amerisourcebergen bonds can be classified according to their maturity, which is the date when Amerisourcebergen Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

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

+0.75ILMNIllumina Downward RallyPairCorr
+0.68UHALA M E SplitPairCorr

Moving against Amerisourcebergen

-0.61NRXCFNeutrisci International Earnings Call  This WeekPairCorr
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 Trending Equities. 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Amerisourcebergen Corp price analysis, check to measure Amerisourcebergen's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Amerisourcebergen is operating at the current time. Most of Amerisourcebergen's value examination focuses on studying past and present price action to predict the probability of Amerisourcebergen's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Amerisourcebergen's price. Additionally, you may evaluate how the addition of Amerisourcebergen to your portfolios can decrease your overall portfolio volatility.
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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.