Lifeway Foods Ownership
| LWAY Stock | USD 10.74 1.09 11.30% |
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.
Lifeway |
Lifeway Stock Ownership Analysis
About 75.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.93. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lifeway Foods last dividend was issued on the 29th of May 2013. The entity had 2:1 split on the 16th of August 2006. Lifeway Foods, Inc. produces and markets probiotic-based products in the United States and internationally. The company was founded in 1986 and is based in Morton Grove, Illinois. Lifeway Foods operates under Packaged Foods classification in the United States and is traded on NASDAQ Exchange. It employs 280 people. To find out more about Lifeway Foods contact Julie Smolyansky at 847 967 1010 or learn more at https://lifewaykefir.com.Besides selling stocks to institutional investors, Lifeway Foods 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 Lifeway Foods' 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 Lifeway Foods' 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.
Lifeway Foods Quarterly Share Based Compensation |
|
About 75.0% of Lifeway Foods are currently held by insiders. Unlike Lifeway Foods' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Lifeway Foods' 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%.
Lifeway Foods SEC Filings
SEC filings are important regulatory documents required of all public companies to provide to potential investors. Lifeway Foods prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Lifeway Foods 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 Lifeway Foods specific information freely available to individual and institutional investors to make a timely investment decision.
| 11th of August 2023 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers | View | |
| 16th of June 2023 Financial Statements and Exhibits. Other Events. Submission of Matters to a Vote of Security Holders | View | |
| 19th of May 2023 Unclassified Corporate Event | View | |
| 7th of December 2022 Changes in Registrant's Certifying Accountant | View |
Lifeway Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lifeway Foods is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lifeway Foods backward and forwards among themselves. Lifeway Foods' institutional investor refers to the entity that pools money to purchase Lifeway Foods' 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.
| Last Transaction | Type | Shares | Value | Kanen Wealth Management Llc | 2023-06-30 | Common Shares | 621 K | 4.1 M | Renaissance Technologies Llc | 2023-06-30 | Common Shares | 376.4 K | 2.5 M | Dimensional Fund Advisors Lp | 2023-06-30 | Common Shares | 268.1 K | 1.8 M | Vanguard Group Inc | 2023-06-30 | Common Shares | 264.6 K | 1.7 M | Bridgeway Capital Management Llc | 2023-06-30 | Common Shares | 86.7 K | 583.2 K | Susquehanna International Group Llp | 2023-06-30 | Common Shares | 78.2 K | 526.6 K | Voss Capital Llc | 2022-09-30 | Common Shares | 58.1 K | 332 K | Geode Capital Management Llc | 2023-06-30 | Common Shares | 42.4 K | 285.6 K | Gamco Investors Inc Et Al 1 | 2023-06-30 | Common Shares | 30 K | 196.5 K | Blackrock Inc | 2023-06-30 | Common Shares | 22.6 K | 148.1 K | Millennium Management Llc | 2023-03-31 | Common Shares | 22.3 K | 135 K |
Lifeway Foods 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 Lifeway Foods insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lifeway Foods' 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 Lifeway Foods 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.
Ludmila Smolyansky over three months ago Sale by Ludmila Smolyansky of 125000 shares of Lifeway Foods |
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 Lifeway Foods 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, Lifeway Foods' short interest history, or implied volatility extrapolated from Lifeway Foods options trading.
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Lifeway Foods using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lifeway Foods. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more information on how to buy Lifeway Stock please use our How to Invest in Lifeway Foods guide. Note that the Lifeway Foods information on this page should be used as a complementary analysis to other Lifeway Foods' 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 Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Complementary Tools for Lifeway Stock analysis
When running Lifeway Foods' price analysis, check to measure Lifeway Foods' 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 Lifeway Foods is operating at the current time. Most of Lifeway Foods' value examination focuses on studying past and present price action to predict the probability of Lifeway Foods' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lifeway Foods' price. Additionally, you may evaluate how the addition of Lifeway Foods to your portfolios can decrease your overall portfolio volatility.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |
Is Lifeway Foods' 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 Lifeway Foods. If investors know Lifeway 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 Lifeway Foods 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 26.069 | Earnings Share 0.38 | Revenue Per Share 10.077 | Quarterly Revenue Growth 0.171 | Return On Assets 0.0828 |
The market value of Lifeway Foods is measured differently than its book value, which is the value of Lifeway that is recorded on the company's balance sheet. Investors also form their own opinion of Lifeway Foods' value that differs from its market value or its book value, called intrinsic value, which is Lifeway Foods' 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 Lifeway Foods' market value can be influenced by many factors that don't directly affect Lifeway Foods' 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 Lifeway Foods' value and its price as these two are different measures arrived at by different means. Investors typically determine if Lifeway Foods is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lifeway Foods' 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.