Sierra Bancorp Ownership
| BSRR Stock | USD 19.96 1.03 5.44% |
Shares in Circulation | First Issued 1999-03-31 | Previous Quarter 14.6 M | Current Value 14.6 M | Avarage Shares Outstanding 12.5 M | Quarterly Volatility 2.4 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.
Sierra |
Sierra Stock Ownership Analysis
About 57.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.78. Some equities with similar Price to Book (P/B) outperform the market in the long run. Sierra Bancorp has Price/Earnings To Growth (PEG) ratio of 2.27. The entity last dividend was issued on the 29th of April 2024. The firm had 2:1 split on the 17th of November 1997. Sierra Bancorp operates as the bank holding company for Bank of the Sierra that provides retail and commercial banking services to individuals and businesses in California. Sierra Bancorp was founded in 1977 and is headquartered in Porterville, California. Sierra Bancorp operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 500 people. For more info on Sierra Bancorp please contact James Holly at 559 782 4900 or go to https://www.sierrabancorp.com.Besides selling stocks to institutional investors, Sierra Bancorp 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 Sierra Bancorp'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 Sierra Bancorp'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.
Sierra Bancorp Quarterly Liabilities And Stockholders Equity |
|
Sierra Bancorp Insider Trades History
About 11.0% of Sierra Bancorp are currently held by insiders. Unlike Sierra Bancorp'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 Sierra Bancorp'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%. View all of Sierra Bancorp's insider trades
Sierra Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sierra Bancorp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sierra Bancorp backward and forwards among themselves. Sierra Bancorp's institutional investor refers to the entity that pools money to purchase Sierra Bancorp'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.
| Shares | Goldman Sachs Group Inc | 2023-12-31 | 169.2 K | Fmr Inc | 2023-12-31 | 158.7 K | Hotchkis & Wiley Capital Management Llc | 2023-12-31 | 142.7 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 137.3 K | Foundry Partners, Llc | 2023-12-31 | 135.3 K | Lsv Asset Management | 2023-12-31 | 126.9 K | Bank Of New York Mellon Corp | 2023-12-31 | 121.7 K | Bridgeway Capital Management, Llc | 2023-12-31 | 114.3 K | American Century Companies Inc | 2023-12-31 | 113.5 K | Blackrock Inc | 2023-12-31 | 1.4 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 996.6 K |
Sierra 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 Sierra Bancorp insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sierra Bancorp'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 Sierra Bancorp 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.
Hugh Boyle few days ago Disposition of 582 shares by Hugh Boyle of Sierra Bancorp at 19.13 subject to Rule 16b-3 | ||
Jennifer Johnson over a month ago Acquisition by Jennifer Johnson of 5276 shares of Sierra Bancorp subject to Rule 16b-3 | ||
Gordon Woods over three months ago Sierra Bancorp exotic insider transaction detected | ||
Gordon Woods over six months ago Purchase by Gordon Woods of tradable shares of Sierra Bancorp |
Sierra Bancorp Corporate Filings
8K | 22nd of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 9th of April 2024 Other Reports | ViewVerify | |
F4 | 26th of March 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 | 25th of March 2024 An amendment to a previously filed Form 10-K | ViewVerify |
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 Sierra Bancorp 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, Sierra Bancorp's short interest history, or implied volatility extrapolated from Sierra Bancorp options trading.
Pair Trading with Sierra Bancorp
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 Sierra Bancorp 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 Sierra Bancorp will appreciate offsetting losses from the drop in the long position's value.Moving together with Sierra Stock
| 0.83 | AX | Axos Financial Earnings Call This Week | PairCorr |
| 0.93 | BY | Byline Bancorp Earnings Call This Week | PairCorr |
Moving against Sierra Stock
| 0.62 | KB | KB Financial Group Earnings Call Tomorrow | PairCorr |
| 0.58 | WF | Woori Financial Group Financial Report 21st of May 2024 | PairCorr |
| 0.55 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
| 0.51 | VBFC | Village Bank | PairCorr |
| 0.48 | TECTP | Tectonic Financial | PairCorr |
The ability to find closely correlated positions to Sierra Bancorp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sierra Bancorp 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 Sierra Bancorp - 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 Sierra Bancorp to buy it.
The correlation of Sierra Bancorp 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 Sierra Bancorp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sierra 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 Sierra Bancorp 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 Sierra 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 metropolitan statistical area. To learn how to invest in Sierra Stock, please use our How to Invest in Sierra Bancorp guide.You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Complementary Tools for Sierra Stock analysis
When running Sierra Bancorp's price analysis, check to measure Sierra Bancorp'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 Sierra Bancorp is operating at the current time. Most of Sierra Bancorp's value examination focuses on studying past and present price action to predict the probability of Sierra Bancorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sierra Bancorp's price. Additionally, you may evaluate how the addition of Sierra Bancorp to your portfolios can decrease your overall portfolio volatility.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |
Is Sierra Bancorp'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 Sierra Bancorp. If investors know Sierra 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 Sierra Bancorp 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 0.103 | Dividend Share 0.92 | Earnings Share 2.36 | Revenue Per Share 9.722 | Quarterly Revenue Growth 0.079 |
The market value of Sierra Bancorp is measured differently than its book value, which is the value of Sierra that is recorded on the company's balance sheet. Investors also form their own opinion of Sierra Bancorp's value that differs from its market value or its book value, called intrinsic value, which is Sierra Bancorp'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 Sierra Bancorp's market value can be influenced by many factors that don't directly affect Sierra Bancorp'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 Sierra Bancorp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sierra Bancorp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sierra Bancorp'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.