American Equity Company Leadership
| AEL Stock | USD 55.99 0.26 0.46% |
About 64% of American Equity's corporate insiders are selling. The analysis of insider sentiment suggests that many American Equity Investment insiders are, at present, alarmed. American Equity employs about 995 people. The company is managed by 39 executives with a total tenure of roughly 247 years, averaging almost 6.0 years of service per executive, having 25.51 employees per reported executive.
| John Matovina Chairman Vice Chairman, CEO and President Director, Member of Executive Committee, Member of Disclosure Committee and Member of Investment Committee |
| David Mulcahy Chairman Lead Independent Chairman of the Board |
American Equity's Insider Buying Vs Selling
36
Selling | Buying |
Latest Trades
| 2023-09-21 | Jeffrey D Lorenzen | Disposed 97395 @ 53.85 | View | ||
| 2023-09-20 | Robert L Howe | Disposed 5000 @ 54.16 | View | ||
| 2023-09-19 | James Louis Hamalainen | Disposed 81969 @ 54.11 | View | ||
| 2023-09-18 | Anant Bhalla | Disposed 76297 @ 54.12 | View | ||
| 2023-09-15 | James Louis Hamalainen | Disposed 68915 @ 54.03 | View | ||
| 2023-08-16 | Robert L Howe | Disposed 5000 @ 53.35 | View | ||
| 2023-08-10 | James Louis Hamalainen | Disposed 16248 @ 53.32 | View | ||
| 2023-06-16 | Dewayne Lummus | Acquired 82 @ 41.02 | View | ||
| 2023-06-02 | Dewayne Lummus | Acquired 495 @ 40.63 | View | ||
| 2023-05-17 | Dewayne Lummus | Acquired 388 @ 38.9 | View | ||
| 2023-05-15 | Dewayne Lummus | Acquired 97 @ 38.9 | View |
Monitoring American Equity's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
American |
American Equity's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with American Equity's future performance. Based on our forecasts, it is anticipated that American will maintain a workforce of about 1000 employees by May 2024.American Equity Management Team Effectiveness
At this time, American Equity's Return On Tangible Assets are quite stable compared to the past year. Return On Equity is expected to rise to 0.08 this year, although the value of Return On Capital Employed is projected to rise to (0.000016). At this time, American Equity's Asset Turnover is quite stable compared to the past year. American Equity's management efficiency ratios could be used to measure how well American Equity manages its routine affairs as well as how well it operates its assets and liabilities.Net Income Applicable To Common Shares is expected to rise to about 1.4 B this year, although the value of Common Stock Shares Outstanding will most likely fall to about 66.7 M.
American Equity Workforce Comparison
American Equity Investment is rated below average in number of employees category among related companies. The total workforce of Financials industry is presently estimated at about 28,670. American Equity holds roughly 995 in number of employees claiming about 3% of equities under Financials industry.
American Equity Profit Margins
The company has Net Profit Margin of 0.07 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of (0.31) %, which entails that for every $100 of revenue, it lost $0.31.| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 1.02 | 0.8218 |
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| Net Profit Margin | 0.0686 | 0.1244 |
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| Pretax Profit Margin | 0.1 | 0.1755 |
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| Return On Assets | 0.0031 | 0.0031 |
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| Return On Equity | 0.0776 | 0.0696 |
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American Equity Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American Equity insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Equity'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, American Equity insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
| Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
|---|---|---|---|---|---|
| 2024-03-01 | 0.375 | 6 | 16 | 128,655 | 254,591 |
| 2023-12-01 | 0.4286 | 3 | 7 | 162,834 | 12,191,813 |
| 2023-09-01 | 0.3714 | 13 | 35 | 608,913 | 1,512,575 |
| 2023-06-01 | 14.0 | 14 | 1 | 31,481 | 2,500 |
| 2023-03-01 | 1.5 | 12 | 8 | 183,367 | 243,874 |
| 2022-12-01 | 1.0 | 1 | 1 | 1,200,000 | 1,405 |
| 2022-09-01 | 1.0 | 1 | 1 | 12,006 | 25,000 |
| 2022-06-01 | 1.5 | 9 | 6 | 37,808 | 3,898,686 |
| 2022-03-01 | 0.7333 | 11 | 15 | 109,653 | 97,128 |
| 2021-12-01 | 0.4 | 2 | 5 | 17,015 | 142,386 |
| 2021-06-01 | 3.2 | 16 | 5 | 88,539 | 56,723 |
| 2021-03-01 | 1.5263 | 29 | 19 | 656,282 | 113,981 |
| 2020-12-01 | 2.3333 | 7 | 3 | 509,178 | 14,000 |
| 2020-06-01 | 12.0 | 12 | 1 | 61,200 | 15,000 |
| 2020-03-01 | 1.0 | 26 | 26 | 220,318 | 165,263 |
| 2019-12-01 | 0.3333 | 2 | 6 | 56,250 | 91,150 |
| 2019-06-01 | 0.8824 | 15 | 17 | 122,000 | 225,322 |
| 2019-03-01 | 1.875 | 15 | 8 | 177,863 | 85,647 |
| 2018-06-01 | 13.0 | 13 | 1 | 71,200 | 40,000 |
| 2018-03-01 | 0.8125 | 13 | 16 | 120,860 | 285,211 |
| 2017-06-01 | 13.0 | 13 | 1 | 42,588 | 3,318 |
| 2017-03-01 | 1.8889 | 17 | 9 | 68,319 | 140,965 |
| 2016-12-01 | 0.0588 | 1 | 17 | 2,200 | 7,000 |
| 2016-06-01 | 2.4545 | 27 | 11 | 86,333 | 18,251 |
| 2016-03-01 | 1.375 | 22 | 16 | 397,375 | 527,750 |
| 2015-12-01 | 0.2222 | 2 | 9 | 57,250 | 111,500 |
| 2015-09-01 | 3.0 | 3 | 1 | 5,500 | 1,000.00 |
| 2015-06-01 | 4.0 | 8 | 2 | 22,000 | 2,000 |
| 2015-03-01 | 0.2581 | 8 | 31 | 13,646 | 98,950 |
| 2014-12-01 | 0.2105 | 4 | 19 | 27,000 | 53,900 |
| 2014-09-01 | 0.0789 | 3 | 38 | 24,000 | 50,401 |
| 2014-06-01 | 0.7333 | 11 | 15 | 49,000 | 50,000 |
| 2014-03-01 | 0.4048 | 17 | 42 | 112,326 | 171,930 |
| 2013-12-01 | 0.3158 | 6 | 19 | 106,000 | 157,830 |
| 2013-09-01 | 0.2667 | 4 | 15 | 35,000 | 70,500 |
| 2013-06-01 | 0.8636 | 19 | 22 | 104,000 | 110,147 |
| 2013-03-01 | 0.5862 | 17 | 29 | 127,566 | 81,065 |
| 2012-12-01 | 0.18 | 9 | 50 | 148,815 | 256,500 |
| 2012-09-01 | 1.0 | 3 | 3 | 15,639 | 6,500 |
| 2012-06-01 | 1.0714 | 15 | 14 | 174,144 | 25,000 |
| 2012-03-01 | 1.5714 | 11 | 7 | 77,410 | 49,285 |
| 2011-12-01 | 0.0556 | 1 | 18 | 31,800 | 34,760 |
| 2011-06-01 | 0.5238 | 11 | 21 | 195,000 | 61,940 |
| 2011-03-01 | 22.0 | 22 | 1 | 26,979 | 28,125 |
| 2010-12-01 | 0.0686 | 7 | 102 | 248,961 | 387,448 |
| 2010-09-01 | 2.0 | 2 | 1 | 10,000 | 0.00 |
| 2010-06-01 | 0.6944 | 25 | 36 | 417,250 | 151,356 |
| 2009-12-01 | 0.0667 | 1 | 15 | 650.00 | 0.00 |
| 2009-09-01 | 0.25 | 1 | 4 | 2,000 | 9,700 |
| 2008-12-01 | 0.8889 | 8 | 9 | 15,654 | 0.00 |
| 2008-09-01 | 3.0 | 6 | 2 | 20,931 | 4,662 |
| 2007-12-01 | 0.7 | 7 | 10 | 17,500 | 1,000.00 |
| 2007-09-01 | 1.0 | 1 | 1 | 500.00 | 650,000 |
| 2007-06-01 | 1.1429 | 8 | 7 | 980,250 | 1,318,471 |
| 2007-03-01 | 3.0 | 3 | 1 | 288.00 | 5,000 |
| 2006-12-01 | 0.1111 | 3 | 27 | 105,000 | 187,143 |
| 2006-09-01 | 0.4545 | 5 | 11 | 211,500 | 861,149 |
| 2006-03-01 | 0.3333 | 4 | 12 | 4,937 | 139,269 |
| 2005-12-01 | 0.4211 | 8 | 19 | 440,250 | 452,526 |
| 2005-09-01 | 1.0 | 4 | 4 | 1,379,375 | 1,379,375 |
| 2005-06-01 | 1.3333 | 4 | 3 | 13,725 | 15,000 |
| 2004-12-01 | 0.8571 | 12 | 14 | 116,000 | 15,000 |
| 2004-06-01 | 4.75 | 19 | 4 | 406,740 | 111,000 |
| 2003-12-01 | 2.8 | 42 | 15 | 985,595 | 30,000 |
| 2003-09-01 | 1.0 | 1 | 1 | 50,000 | 50,000 |
| 1999-09-01 | 1.0 | 1 | 1 | 75,000 | 0.00 |
American Equity Notable Stakeholders
An American Equity stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as American Equity often face trade-offs trying to please all of them. American Equity's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting American Equity's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Anant Bhalla | President, Chief Executive Officer, Director | Profile | |
| John Matovina | Vice Chairman, CEO and President Director, Member of Executive Committee, Member of Disclosure Committee and Member of Investment Committee | Profile | |
| David Mulcahy | Lead Independent Chairman of the Board | Profile | |
| David Noble | Founder, Executive Chairman, Chairman of Executive Committee, Chairman of Investment Committee, Chairman of American Equity Life and CEO of American Equity Life | Profile | |
| Jeffrey Lorenzen | Executive Vice President, Chief Investment Officer | Profile | |
| Ronald Grensteiner | President of American Equity Investment Life Insurance Company | Profile | |
| James Gerlach | Executive Vice President Director | Profile | |
| Debra Richardson | Executive Vice President Secretary, Director | Profile | |
| Jennifer Bryant | Chief Human Resource Officer, Executive Vice President | Profile | |
| William Kunkel | Executive Vice President - Legal, General Counsel | Profile | |
| Axel Andre | Chief Financial Officer, Executive Vice President | Profile | |
| Scott Samuelson | Chief Accounting Officer, Vice President | Profile | |
| Renee Montz | Executive Vice President General Counsel and Assistant Corporate Secretary | Profile | |
| Ted Johnson | CFO, Treasurer and Member of Disclosure Committee | Profile | |
| Nicholas Volpe | Executive CTO | Profile | |
| Brenda Cushing | Independent Director | Profile | |
| Gerard Neugent | Independent Director | Profile | |
| Joyce Chapman | Independent Director | Profile | |
| Julie LaFollette | Director - Investor Relations | Profile | |
| Alexander Clark | Independent Director | Profile | |
| Alan Matula | Independent Director | Profile | |
| Robert Howe | Lead Independent Director | Profile | |
| A Strickland | Independent Director | Profile | |
| Harley Whitfield | Independent Director | Profile | |
| Sachin Shah | Independent Director | Profile | |
| Sasha Kamper | Private Originator | Profile | |
| Steven CFA | Head Relations | Profile | |
| Erik Askelsen | Executive Counsel | Profile | |
| Tolga Uzuner | Chief Investment Officer, Asset Management of American Equity | Profile | |
| Steven Schwartz | IR Contact Officer | Profile | |
| Douglas Healy | Independent Director | Profile | |
| Phyllis Zanghi | Executive Vice President Chief Legal Officer, Company Secretary | Profile | |
| Jeffrey CFA | Executive Officer | Profile | |
| Dewayne Lummus | Senior Vice President Chief Accounting Officer | Profile | |
| Aaron Boushek | Controller | Profile | |
| Michelle Keeley | Independent Director | Profile | |
| James Hamalainen | Executive Vice President Chief Investment Officer, Insurance | Profile | |
| Kate Etinger | Executive Officer | Profile | |
| Graham Day | President of Eagle Life Insurance | Profile |
About American Equity Management Performance
The success or failure of an entity such as American Equity Inve often depends on how effective the management is. American Equity management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of American management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the American management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0 | 0 | |
| Return On Capital Employed | (0.000017) | (0.000016) | |
| Return On Assets | 0 | 0 | |
| Return On Equity | 0.07 | 0.08 |
The data published in American Equity's official financial statements usually reflect American Equity's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of American Equity Inve. For example, before you start analyzing numbers published by American accountants, it's critical to develop an understanding of what American Equity's liquidity, profitability, and earnings quality are in the context of the Insurance space in which it operates.
Please note, the presentation of American Equity's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, American Equity's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in American Equity's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of American Equity Investment. Please utilize our Beneish M Score to check the likelihood of American Equity's management manipulating its earnings.
American Equity Workforce Analysis
Traditionally, organizations such as American Equity use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare American Equity within its industry.American Equity Manpower Efficiency
Return on American Equity Manpower
| Revenue Per Employee | 1.7M | |
| Revenue Per Executive | 43.4M | |
| Net Income Per Employee | 211.6K | |
| Net Income Per Executive | 5.4M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the American Equity Inve information on this page should be used as a complementary analysis to other American Equity'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 the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
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When running American Equity's price analysis, check to measure American Equity'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 American Equity is operating at the current time. Most of American Equity's value examination focuses on studying past and present price action to predict the probability of American Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Equity's price. Additionally, you may evaluate how the addition of American Equity to your portfolios can decrease your overall portfolio volatility.
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Is American Equity'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 American Equity. If investors know American 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 American Equity 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 0.188 | Earnings Share 2.06 | Revenue Per Share 35.569 | Quarterly Revenue Growth 0.614 | Return On Assets 0.0027 |
The market value of American Equity Inve is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Equity's value that differs from its market value or its book value, called intrinsic value, which is American Equity'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 American Equity's market value can be influenced by many factors that don't directly affect American Equity'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 American Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Equity'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.