Berkshire Hills Ownership
| BHLB Stock | USD 20.98 0.45 2.19% |
Shares in Circulation | First Issued 2000-03-31 | Previous Quarter 43.3 M | Current Value 42.9 M | Avarage Shares Outstanding 23.7 M | Quarterly Volatility 16.4 M |
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.
Berkshire |
Berkshire Stock Ownership Analysis
About 85.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.9. Some equities with similar Price to Book (P/B) outperform the market in the long run. Berkshire Hills Bancorp has Price/Earnings To Growth (PEG) ratio of 1.74. The entity last dividend was issued on the 20th of March 2024. Berkshire Hills Bancorp, Inc. operates as the bank holding company for Berkshire Bank that provides various banking products and services. Berkshire Hills Bancorp, Inc. was founded in 1846 and is headquartered in Boston, Massachusetts. Berkshire Hills operates under BanksRegional classification in the United States and is traded on New York Stock Exchange. It employs 1300 people. For more info on Berkshire Hills Bancorp please contact Michael Daly at 617 641 9206 or go to https://www.berkshirebank.com.Besides selling stocks to institutional investors, Berkshire Hills 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 Berkshire Hills' 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 Berkshire Hills' 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.
Berkshire Hills Quarterly Liabilities And Stockholders Equity |
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Berkshire Hills Insider Trades History
Only 1.02% of Berkshire Hills Bancorp are currently held by insiders. Unlike Berkshire Hills' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Berkshire Hills' 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%. View all of Berkshire Hills' insider trades
Berkshire Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Berkshire Hills is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Berkshire Hills Bancorp backward and forwards among themselves. Berkshire Hills' institutional investor refers to the entity that pools money to purchase Berkshire Hills' 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.
| Shares | Boston Partners Global Investors, Inc | 2023-12-31 | 618.2 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 579.5 K | Northern Trust Corp | 2023-12-31 | 540.4 K | Bank Of New York Mellon Corp | 2023-12-31 | 525.1 K | American Century Companies Inc | 2023-12-31 | 486.1 K | Nuveen Asset Management, Llc | 2023-12-31 | 433.5 K | Aristotle Capital Boston, Llc | 2023-12-31 | 430.8 K | Holdco Asset Management, L.p. | 2023-12-31 | 401.7 K | Goldman Sachs Group Inc | 2023-12-31 | 389.8 K | Blackrock Inc | 2023-12-31 | 6.3 M | Vanguard Group Inc | 2023-12-31 | 5 M |
Berkshire Hills Bancorp 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 Berkshire Hills insiders, such as employees or executives, is commonly permitted as long as it does not rely on Berkshire Hills' 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 Berkshire Hills 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.
Adofo-wilson Baye over a month ago Disposition of 200 shares by Adofo-wilson Baye of Berkshire Hills at 22.29 subject to Rule 16b-3 | ||
Michael Zaitzeff over a month ago Sale by Michael Zaitzeff of 27000 shares of Berkshire Hills | ||
Michael Zaitzeff over a month ago Disposition of 27000 shares by Michael Zaitzeff of Berkshire Hills at 22.4273 subject to Rule 16b-3 | ||
Michael Zaitzeff over two months ago Disposition of 24910 shares by Michael Zaitzeff of Berkshire Hills at 22.4025 subject to Rule 16b-3 | ||
Michael Zaitzeff over two months ago Disposition of 24182 shares by Michael Zaitzeff of Berkshire Hills at 22.7233 subject to Rule 16b-3 | ||
Michael Zaitzeff over two months ago Sale by Michael Zaitzeff of 18394 shares of Berkshire Hills | ||
Michael Zaitzeff over two months ago Sale by Michael Zaitzeff of 20419 shares of Berkshire Hills | ||
Tulchiner Ellen over a year ago Payment of 195 shares by Tulchiner Ellen of Berkshire Hills subject to Rule 16b-3 |
Berkshire Hills Corporate Filings
8K | 18th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of April 2024 Other Reports | ViewVerify | |
F4 | 3rd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 28th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Pair Trading with Berkshire Hills
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 Berkshire Hills 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 Berkshire Hills will appreciate offsetting losses from the drop in the long position's value.Moving together with Berkshire Stock
| 0.85 | AX | Axos Financial Financial Report 25th of April 2024 | PairCorr |
| 0.91 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
| 0.82 | PB | Prosperity Bancshares Earnings Call This Week | PairCorr |
Moving against Berkshire Stock
| 0.64 | TECTP | Tectonic Financial | PairCorr |
| 0.58 | KB | KB Financial Group Earnings Call This Week | PairCorr |
| 0.56 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
| 0.55 | CFG-PD | Citizens Financial | PairCorr |
| 0.48 | VBFC | Village Bank | PairCorr |
The ability to find closely correlated positions to Berkshire Hills could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Berkshire Hills 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 Berkshire Hills - 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 Berkshire Hills Bancorp to buy it.
The correlation of Berkshire Hills is a statistical measure of how it moves in relation to other instruments. 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 Berkshire Hills moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Berkshire Hills Bancorp 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 Berkshire Hills 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Berkshire Hills Bancorp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Complementary Tools for Berkshire Stock analysis
When running Berkshire Hills' price analysis, check to measure Berkshire Hills' 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 Berkshire Hills is operating at the current time. Most of Berkshire Hills' value examination focuses on studying past and present price action to predict the probability of Berkshire Hills' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Berkshire Hills' price. Additionally, you may evaluate how the addition of Berkshire Hills to your portfolios can decrease your overall portfolio volatility.
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Is Berkshire Hills' 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 Berkshire Hills. If investors know Berkshire 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 Berkshire Hills 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 0.075 | Dividend Share 0.72 | Earnings Share 1.6 | Revenue Per Share 8.774 | Quarterly Revenue Growth (0.31) |
The market value of Berkshire Hills Bancorp is measured differently than its book value, which is the value of Berkshire that is recorded on the company's balance sheet. Investors also form their own opinion of Berkshire Hills' value that differs from its market value or its book value, called intrinsic value, which is Berkshire Hills' 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 Berkshire Hills' market value can be influenced by many factors that don't directly affect Berkshire Hills' 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 Berkshire Hills' value and its price as these two are different measures arrived at by different means. Investors typically determine if Berkshire Hills is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Berkshire Hills' 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.