Permian Basin Ownership
| PBT Stock | USD 12.72 0.37 2.83% |
Shares in Circulation | First Issued 1986-03-31 | Previous Quarter 46.6 M | Current Value 46.6 M | Avarage Shares Outstanding 46.7 M | Quarterly Volatility 408.4 K |
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.
Permian |
Permian Stock Ownership Analysis
About 28.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 31st of May 2024. Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. Permian Basin Royalty Trust was founded in 1980 and is based in Dallas, Texas. Permian Basin operates under Oil Gas Midstream classification in the United States and is traded on New York Stock Exchange. To find out more about Permian Basin Royalty contact the company at 855-588-7839 or learn more at https://www.pbt-permian.com.Besides selling stocks to institutional investors, Permian Basin 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 Permian Basin'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 Permian Basin'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.
Permian Basin Quarterly Liabilities And Stockholders Equity |
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About 10.0% of Permian Basin Royalty are currently held by insiders. Unlike Permian Basin'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 Permian Basin'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 Permian Basin's insider trades
Permian Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Permian Basin is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Permian Basin Royalty backward and forwards among themselves. Permian Basin's institutional investor refers to the entity that pools money to purchase Permian Basin'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 | Beacon Pointe Advisors, Llc | 2023-12-31 | 147.2 K | Susquehanna International Group, Llp | 2023-12-31 | 147.2 K | Group One Trading, Lp | 2023-12-31 | 132.4 K | Kingswood Wealth Advisors Llc | 2023-12-31 | 117.5 K | Captrust Financial Advisors | 2023-12-31 | 108 K | Pathstone Holdings Llc | 2023-12-31 | 100.1 K | Santa Monica Partners Lp | 2024-03-31 | 86.5 K | Essex Financial Services, Inc. | 2024-03-31 | 65.7 K | Fielder Capital Group Llc | 2023-12-31 | 61.6 K | Softvest Advisors Llc | 2024-03-31 | 4.3 M | Horizon Asset Management Inc/ny | 2023-12-31 | 3.6 M |
Permian Basin Corporate Filings
8K | 20th of May 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 9th of May 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
10K | 29th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
13A | 14th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
Pair Trading with Permian Basin
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 Permian Basin 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 Permian Basin will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Permian Basin could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Permian Basin 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 Permian Basin - 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 Permian Basin Royalty to buy it.
The correlation of Permian Basin 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 Permian Basin moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Permian Basin Royalty 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 Permian Basin 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 Your Equity Center to better understand how to build diversified portfolios, which includes a position in Permian Basin Royalty. 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 labor statistics. Note that the Permian Basin Royalty information on this page should be used as a complementary analysis to other Permian Basin'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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Complementary Tools for Permian Stock analysis
When running Permian Basin's price analysis, check to measure Permian Basin'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 Permian Basin is operating at the current time. Most of Permian Basin's value examination focuses on studying past and present price action to predict the probability of Permian Basin's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Permian Basin's price. Additionally, you may evaluate how the addition of Permian Basin to your portfolios can decrease your overall portfolio volatility.
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Is Permian Basin'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 Permian Basin. If investors know Permian 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 Permian Basin 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 0.159 | Dividend Share 0.6 | Earnings Share 0.62 | Revenue Per Share 0.642 | Quarterly Revenue Growth 0.158 |
The market value of Permian Basin Royalty is measured differently than its book value, which is the value of Permian that is recorded on the company's balance sheet. Investors also form their own opinion of Permian Basin's value that differs from its market value or its book value, called intrinsic value, which is Permian Basin'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 Permian Basin's market value can be influenced by many factors that don't directly affect Permian Basin'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 Permian Basin's value and its price as these two are different measures arrived at by different means. Investors typically determine if Permian Basin is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Permian Basin'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.