Blucora Ownership

BCOR
 Stock
  

USD 22.87  0.09  0.40%   

Some institutional investors establish a significant position in stocks such as Blucora 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 Blucora, 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. Continue to Trending Equities.
  
Blucora Net Current Assets as percentage of Total Assets are relatively stable at the moment as compared to the past year. Blucora reported last year Net Current Assets as percentage of Total Assets of 8.26. As of 08/17/2022, Book Value per Share is likely to grow to 8.17, while Accrued Expenses Turnover is likely to drop 30.43.
Blucora holds a total of fourty-eight million seven hundred twenty thousand outstanding shares. The majority of Blucora outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Blucora to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Blucora. Please pay attention to any change in the institutional holdings of Blucora as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
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.

Blucora Stock Ownership Analysis

About 97.0% of the company shares are held by institutions such as insurance companies. The book value of Blucora was currently reported as 7.37. The company has Price/Earnings To Growth (PEG) ratio of 0.72. Blucora recorded a loss per share of 0.4. The entity last dividend was issued on the 9th of January 2008. The firm had 1:10 split on the 13th of September 2002. Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas. Blucora operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1100 people. For more info on Blucora please contact William Ruckelshaus at 972 870-6400 or go to www.blucora.com.
Besides selling stocks to institutional investors, Blucora also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Blucora's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Blucora's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Blucora Quarterly Share Based Compensation

5.2 Million

Only 1.87% of Blucora are currently held by insiders. Unlike Blucora's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Blucora's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

Blucora SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Blucora prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Blucora 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 Blucora specific information freely available to individual and institutional investors to make a timely investment decision.
22nd of June 2022
Financial Statements and Exhibits. Regulation FD Disclosure
View
26th of April 2022
Submission of Matters to a Vote of Security Holders
View
9th of February 2022
Unclassified Corporate Event
View

Blucora 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 Blucora insiders, such as employees or executives, is commonly permitted as long as it does not rely on Blucora'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 Blucora 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.
Stacy Murray over a month ago via Macroaxis 
Payment of 264 shares by Stacy Murray of Blucora subject to Rule 16b-3
Todd Mackay over two months ago via Macroaxis 
Payment of 681 shares by Todd Mackay of Blucora subject to Rule 16b-3
Christopher Walters over two months ago via Macroaxis 
Exercise or conversion by Christopher Walters of 10118 shares of Blucora subject to Rule 16b-3
Curtis Campbell over two months ago via Macroaxis 
Payment of 2679 shares by Curtis Campbell of Blucora subject to Rule 16b-3
Mehlman Marc over three months ago via Macroaxis 
Blucora exotic insider transaction detected
Kotecha Kanayalal Amritlal over three months ago via Macroaxis 
Acquisition by Kotecha Kanayalal Amritlal of 5946 shares of Blucora subject to Rule 16b-3
Kotecha Kanayalal Amritlal over three months ago via Macroaxis 
Acquisition by Kotecha Kanayalal Amritlal of 805 shares of Blucora subject to Rule 16b-3
Leaman J Richard Iii over three months ago via Macroaxis 
Acquisition by Leaman J Richard Iii of 805 shares of Blucora subject to Rule 16b-3
Todd Mackay over three months ago via Macroaxis 
Exercise or conversion by Todd Mackay of 10141 shares of Blucora subject to Rule 16b-3
Ann Bruder over six months ago via Macroaxis 
Bona fide gift to Ann Bruder of 3000 shares of Blucora subject to Section 16
Christopher Walters over six months ago via Macroaxis 
Payment of 9929 shares by Christopher Walters of Blucora subject to Rule 16b-3
Ann Bruder over six months ago via Macroaxis 
Payment of 1507 shares by Ann Bruder of Blucora subject to Rule 16b-3

Be your own money manager

Our tools can tell you how much better you can do entering a position in Blucora without increasing your portfolio risk or giving up 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 Blucora

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

Moving together with Blucora

0.7BENFranklin Resources Fiscal Year End 7th of November 2022 PairCorr
0.81BLKBlackrock Fiscal Year End 13th of January 2023 PairCorr
The ability to find closely correlated positions to Blucora could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blucora 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 Blucora - 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 Blucora to buy it.
The correlation of Blucora 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 Blucora moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blucora 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 Blucora 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
Continue to Trending Equities. Note that the Blucora information on this page should be used as a complementary analysis to other Blucora'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 Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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Is Blucora'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 Blucora. If investors know Blucora 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 Blucora 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
0.27
Market Capitalization
1.1 B
Quarterly Revenue Growth YOY
0.01
Return On Assets
0.0272
Return On Equity
0.0584
The market value of Blucora is measured differently than its book value, which is the value of Blucora that is recorded on the company's balance sheet. Investors also form their own opinion of Blucora's value that differs from its market value or its book value, called intrinsic value, which is Blucora'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 Blucora's market value can be influenced by many factors that don't directly affect Blucora'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 Blucora's value and its price as these two are different measures arrived at by different means. Investors typically determine Blucora value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blucora'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.