Focus Financial Ownership

FOCS
 Stock
  

USD 36.91  2.83  8.30%   

Some institutional investors establish a significant position in stocks such as Focus Financial 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 Focus Financial, 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 check Investing Opportunities.
  
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Focus Financial Enterprise Value over EBITDA is relatively stable at the moment as compared to the past year. Focus Financial reported last year Enterprise Value over EBITDA of 21.54. As of 06/26/2022, Profit Margin is likely to grow to 0.006474, while Debt to Equity Ratio is likely to drop 3.67.
Focus Financial holds a total of sixty-five million two hundred sixty thousand outstanding shares. The majority of Focus Financial Partners outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Focus Financial Partners to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Focus Financial. Please pay attention to any change in the institutional holdings of Focus Financial Partners as this could imply that something significant has changed or about to change at the company. Also note that almost six hundred fifty-two thousand six hundred invesors are currently shorting Focus Financial expressing very little confidence in its future performance.
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.

Focus Stock Ownership Analysis

About 101.0% of the company shares are owned by institutional investors. The book value of Focus Financial was currently reported as 11.19. The company has Price/Earnings To Growth (PEG) ratio of 0.48. Focus Financial Partners had not issued any dividends in recent years. Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York. Focus Financial operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4400 people. To learn more about Focus Financial Partners call Ruediger Adolf at 646 519 2456 or check out https://focusfinancialpartners.com.
Besides selling stocks to institutional investors, Focus Financial 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 Focus Financial'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 Focus Financial'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.

Focus Financial Quarterly Share Based Compensation

6.71 Million

Share
Less than 1% of Focus Financial Partners are currently held by insiders. Unlike Focus Financial'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 Focus Financial'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%.

Focus Financial SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Focus Financial prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Focus Financial 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 Focus Financial Partners specific information freely available to individual and institutional investors to make a timely investment decision.
6th of June 2022
Unclassified Corporate Event
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1st of June 2022
Submission of Matters to a Vote of Security Holders
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5th of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
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Focus Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Focus Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Focus Financial Partners backward and forwards among themselves. Focus Financial's institutional investor refers to the entity that pools money to purchase Focus Financial'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
Stone Point Capital LlcCommon Shares16 M734.1 M
Wasatch Advisors IncCommon Shares6.1 M277.1 M
Capital World InvestorsCommon Shares5.5 M250.8 M
Jpmorgan Chase CoCommon Shares5.1 M232.6 M
Vanguard Group IncCommon Shares4.8 M220.4 M
Blackrock IncCommon Shares3.9 M180.4 M
Darlington Partners Capital Management LpCommon Shares1.9 M87.5 M
Note, although Focus Financial'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.

Focus Financial Partners 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 Focus Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Focus Financial'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 Focus Financial 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.
Rajini Kodialam over a month ago via Macroaxis 
Acquisition by Rajini Kodialam of 8403 shares of Focus Financial subject to Rule 16b-3
Mashinsky Kristine over six months ago via Macroaxis 
Acquisition by Mashinsky Kristine of 1162 shares of Focus Financial subject to Rule 16b-3
Rajini Kodialam over six months ago via Macroaxis 
Acquisition by Rajini Kodialam of 19371 shares of Focus Financial subject to Rule 16b-3
Mcgranahan John Russell over six months ago via Macroaxis 
Sale by Mcgranahan John Russell of 78947 shares of Focus Financial
Chang Leonard R over six months ago via Macroaxis 
Payment of 583 shares by Chang Leonard R of Focus Financial subject to Rule 16b-3
Rajini Kodialam over six months ago via Macroaxis 
Payment of 512 shares by Rajini Kodialam of Focus Financial subject to Rule 16b-3
Ruediger Adolf over six months ago via Macroaxis 
Exercise or conversion by Ruediger Adolf of 561185 shares of Focus Financial subject to Rule 16b-3
Stone Point Capital Llc over six months ago via Macroaxis 
Sale by Stone Point Capital Llc of 40688 shares of Focus Financial
Mashinsky Kristine over six months ago via Macroaxis 
Purchase by Mashinsky Kristine of 6080 shares of Focus Financial
Ruediger Adolf over six months ago via Macroaxis 
Exercise or conversion by Ruediger Adolf of 561185 shares of Focus Financial subject to Rule 16b-3
Kkr Freya Aggregator Lp over a year ago via Macroaxis 
Conversion by Kkr Freya Aggregator Lp of 3654044 shares of Focus Financial
Kkr Freya Aggregator Lp over a year ago via Macroaxis 
Sale by Kkr Freya Aggregator Lp of 3086585 shares of Focus Financial

Focus Financial Investors Sentiment

The influence of Focus Financial's 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 Focus. 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.

Focus Financial Implied Volatility

    
  88.87  
Focus Financial's implied volatility exposes the market's sentiment of Focus Financial Partners stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Focus Financial's 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 Focus Financial stock will not fluctuate a lot when Focus Financial's 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 Focus Financial 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, Focus Financial's short interest history, or implied volatility extrapolated from Focus Financial options trading.

Current Sentiment - FOCS

Focus Financial Partners Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in Focus Financial Partners. What is your opinion about investing in Focus Financial Partners? Are you bullish or bearish?
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Please check Investing Opportunities. Note that the Focus Financial Partners information on this page should be used as a complementary analysis to other Focus Financial'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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Focus Financial Partners price analysis, check to measure Focus Financial'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 Focus Financial is operating at the current time. Most of Focus Financial's value examination focuses on studying past and present price action to predict the probability of Focus Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Focus Financial's price. Additionally, you may evaluate how the addition of Focus Financial to your portfolios can decrease your overall portfolio volatility.
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Is Focus Financial'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 Focus Financial. If investors know Focus 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 Focus Financial 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
89.52
Market Capitalization
2.4 B
Quarterly Revenue Growth YOY
0.36
Return On Assets
0.0377
Return On Equity
0.0593
The market value of Focus Financial Partners is measured differently than its book value, which is the value of Focus that is recorded on the company's balance sheet. Investors also form their own opinion of Focus Financial's value that differs from its market value or its book value, called intrinsic value, which is Focus Financial'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 Focus Financial's market value can be influenced by many factors that don't directly affect Focus Financial'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 Focus Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine Focus Financial value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Focus Financial'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.