Carrier GlobalCorp Ownership
| CARR Stock | USD 55.14 1.52 2.83% |
Shares in Circulation | First Issued 2019-03-31 | Previous Quarter 854.7 M | Current Value 854.2 M | Avarage Shares Outstanding 869.4 M | Quarterly Volatility 13.7 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.
Carrier |
Carrier Stock Ownership Analysis
About 86.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.25. Carrier GlobalCorp last dividend was issued on the 2nd of May 2024. Carrier Global Corporation provides heating, ventilating, and air conditioning , refrigeration, fire, security, and building automation technologies worldwide. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida. Carrier Global operates under Building Products Equipment classification in the United States and is traded on New York Stock Exchange. It employs 58000 people. For more info on Carrier GlobalCorp please contact David Gitlin at 561 365 2000 or go to https://www.corporate.carrier.com.Besides selling stocks to institutional investors, Carrier GlobalCorp 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 Carrier GlobalCorp'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 Carrier GlobalCorp'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.
Carrier GlobalCorp Quarterly Liabilities And Stockholders Equity |
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Carrier GlobalCorp Insider Trades History
About 7.0% of Carrier GlobalCorp are currently held by insiders. Unlike Carrier GlobalCorp'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 Carrier GlobalCorp'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 Carrier GlobalCorp's insider trades
Carrier Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carrier GlobalCorp is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carrier GlobalCorp backward and forwards among themselves. Carrier GlobalCorp's institutional investor refers to the entity that pools money to purchase Carrier GlobalCorp'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 | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 9.6 M | Fiera Capital Corporation | 2023-12-31 | 9.2 M | Northern Trust Corp | 2023-12-31 | 8.3 M | Goldman Sachs Group Inc | 2023-12-31 | 8.3 M | Norges Bank | 2023-12-31 | 7.7 M | Fmr Inc | 2023-12-31 | 7.1 M | Legal & General Group Plc | 2023-12-31 | 6.8 M | Bank Of New York Mellon Corp | 2023-12-31 | 6.2 M | Jpmorgan Chase & Co | 2023-12-31 | 6.1 M | Vanguard Group Inc | 2023-12-31 | 93.8 M | Capital Research Global Investors | 2023-12-31 | 92.8 M |
Carrier GlobalCorp 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 Carrier GlobalCorp insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carrier GlobalCorp'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 Carrier GlobalCorp 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.
Beth Wozniak 3 days ago Acquisition by Beth Wozniak of 4098 shares of Carrier GlobalCorp subject to Rule 16b-3 | ||
David Gitlin over a month ago Acquisition by David Gitlin of 320042 shares of Carrier GlobalCorp at 21.43 subject to Rule 16b-3 | ||
Timothy White over six months ago Exercise or conversion by Timothy White of 10611 shares of Carrier GlobalCorp subject to Rule 16b-3 |
Carrier GlobalCorp Outstanding Bonds
Carrier GlobalCorp issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carrier GlobalCorp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carrier bonds can be classified according to their maturity, which is the date when Carrier GlobalCorp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| CARRIER GLOBAL P Corp BondUS14448CAS35 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAR51 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAQ78 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAP95 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAN48 | View | |
| CARRIER GLOBAL P Corp BondUS14448CAL81 | View |
Carrier GlobalCorp Corporate Filings
8K | 19th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 29th of March 2024 Other Reports | ViewVerify | |
F3 | 22nd of March 2024 An amendment to the original Schedule 13D filing | ViewVerify |
| 5th of March 2024 Other Reports | ViewVerify |
Pair Trading with Carrier GlobalCorp
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 Carrier GlobalCorp 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 Carrier GlobalCorp will appreciate offsetting losses from the drop in the long position's value.Moving against Carrier Stock
| 0.51 | AEHL | Antelope Enterprise Report 7th of May 2024 | PairCorr |
The ability to find closely correlated positions to Carrier GlobalCorp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carrier GlobalCorp 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 Carrier GlobalCorp - 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 Carrier GlobalCorp to buy it.
The correlation of Carrier GlobalCorp 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 Carrier GlobalCorp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carrier GlobalCorp 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 Carrier GlobalCorp 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 Carrier GlobalCorp. 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 Carrier Stock, please use our How to Invest in Carrier GlobalCorp guide.You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Complementary Tools for Carrier Stock analysis
When running Carrier GlobalCorp's price analysis, check to measure Carrier GlobalCorp'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 Carrier GlobalCorp is operating at the current time. Most of Carrier GlobalCorp's value examination focuses on studying past and present price action to predict the probability of Carrier GlobalCorp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carrier GlobalCorp's price. Additionally, you may evaluate how the addition of Carrier GlobalCorp to your portfolios can decrease your overall portfolio volatility.
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Is Carrier GlobalCorp'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 Carrier GlobalCorp. If investors know Carrier 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 Carrier GlobalCorp 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 0.582 | Dividend Share 0.745 | Earnings Share 1.58 | Revenue Per Share 26.392 | Quarterly Revenue Growth (0) |
The market value of Carrier GlobalCorp is measured differently than its book value, which is the value of Carrier that is recorded on the company's balance sheet. Investors also form their own opinion of Carrier GlobalCorp's value that differs from its market value or its book value, called intrinsic value, which is Carrier GlobalCorp'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 Carrier GlobalCorp's market value can be influenced by many factors that don't directly affect Carrier GlobalCorp'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 Carrier GlobalCorp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carrier GlobalCorp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carrier GlobalCorp'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.