American Equity Investment Stock Analysis
AEL Stock | USD 55.14 0.02 0.04% |
American Equity Investment is fairly valued with Real Value of 55.02 and Target Price of 54.8. The main objective of American Equity stock analysis is to determine its intrinsic value, which is an estimate of what American Equity Investment is worth, separate from its market price. There are two main types of American Equity's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect American Equity's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of American Equity's stock to identify patterns and trends that may indicate its future price movements.
The American Equity stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. American Equity is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. American Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and American Equity's ongoing operational relationships across important fundamental and technical indicators.
American |
American Stock Analysis Notes
About 95.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.45. Some equities with similar Price to Book (P/B) outperform the market in the long run. American Equity Inve has Price/Earnings To Growth (PEG) ratio of 1.14. The entity last dividend was issued on the 12th of April 2024. The firm had 3:1 split on the 30th of June 2000. American Equity Investment Life Holding Company, through its subsidiaries, provides life insurance products in the United States. American Equity Investment Life Holding Company was incorporated in 1995 and is headquartered in West Des Moines, Iowa. American Equity operates under InsuranceLife classification in the United States and is traded on New York Stock Exchange. It employs 800 people. For more info on American Equity Investment please contact John Matovina at 515 221 0002 or go to https://www.american-equity.com.American Equity Inve Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. American Equity's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding American Equity Investment or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The company has 864.55 M in debt with debt to equity (D/E) ratio of 0.27, which may show that the company is not taking advantage of profits from borrowing. American Equity Inve has a current ratio of 0.48, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist American Equity until it has trouble settling it off, either with new capital or with free cash flow. So, American Equity's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like American Equity Inve sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for American to invest in growth at high rates of return. When we think about American Equity's use of debt, we should always consider it together with cash and equity. | |
American Equity Inve has a strong financial position based on the latest SEC filings | |
Over 95.0% of American Equity shares are held by institutions such as insurance companies | |
Latest headline from businesswire.com: Adams Street Partners Raises 1 Billion for First Middle Market CLO |
American Equity Inve Upcoming and Recent Events
Earnings reports are used by American Equity to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to American Equity previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
15th of February 2024 Upcoming Quarterly Report | View | |
13th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
15th of February 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
American Largest EPS Surprises
Earnings surprises can significantly impact American Equity's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2004-04-26 | 2004-03-31 | 0.26 | 0.22 | -0.04 | 15 | ||
2013-05-01 | 2013-03-31 | 0.44 | 0.49 | 0.05 | 11 | ||
2017-02-08 | 2016-12-31 | 0.57 | 0.63 | 0.06 | 10 |
American Equity Thematic Classifications
In addition to having American Equity stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
InsuranceUSA Equities from Insurance industry as classified by Fama & French |
American Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as American Equity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading American Equity Investment backward and forwards among themselves. American Equity's institutional investor refers to the entity that pools money to purchase American Equity'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 | Balyasny Asset Management Llc | 2023-12-31 | 1.2 M | Charles Schwab Investment Management Inc | 2023-12-31 | 973.3 K | First Trust Capital Management L.p. | 2023-12-31 | 972.4 K | Norges Bank | 2023-12-31 | 906.1 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 888.1 K | American Century Companies Inc | 2023-12-31 | 872.7 K | Jpmorgan Chase & Co | 2023-12-31 | 857.4 K | Alliancebernstein L.p. | 2023-12-31 | 840.8 K | Bank Of New York Mellon Corp | 2023-12-31 | 720 K | Brookfield Corp | 2023-12-31 | 15.9 M | Blackrock Inc | 2023-12-31 | 10.9 M |
American Market Capitalization
The company currently falls under 'Mid-Cap' category with a total capitalization of 4.38 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate American Equity's market, we take the total number of its shares issued and multiply it by American Equity's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.American Profitablity
American Equity's profitability indicators refer to fundamental financial ratios that showcase American Equity's ability to generate income relative to its revenue or operating costs. If, let's say, American Equity is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, American Equity's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of American Equity's profitability requires more research than a typical breakdown of American Equity's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.07 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of (0.31) %, which entails that for every $100 of revenue, it lost $0.31. Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0 | 0 | |
Return On Capital Employed | (0.000017) | (0.000016) | |
Return On Assets | 0 | 0 | |
Return On Equity | 0.07 | 0.08 |
Management Efficiency
At this time, American Equity's Return On Tangible Assets are quite stable compared to the past year. Return On Equity is expected to rise to 0.08 this year, although the value of Return On Capital Employed is projected to rise to (0.000016). At this time, American Equity's Return On Tangible Assets are quite stable compared to the past year. Asset Turnover is expected to rise to 0.05 this year, although the value of Other Current Assets will most likely fall to about 6 B. American Equity's management efficiency ratios could be used to measure how well American Equity manages its routine affairs as well as how well it operates its assets and liabilities.Last Reported | Projected for Next Year | ||
Book Value Per Share | 38.04 | 39.94 | |
Net Current Asset Value | 0.00 | 0.00 | |
Tangible Asset Value | 0.00 | 0.00 | |
Tangible Book Value Per Share | 38.35 | 36.43 | |
Enterprise Value Over EBITDA | (23.44) | (22.27) | |
Price Book Value Ratio | 1.47 | 1.36 | |
Enterprise Value Multiple | (23.44) | (22.27) | |
Price Fair Value | 1.47 | 1.36 | |
Enterprise Value | 3.5 B | 3.7 B |
The analysis of American Equity's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze American Equity's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of American Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield 0.0069 | Forward Dividend Yield 0.0069 | Forward Dividend Rate 0.38 | Beta 0.785 |
Technical Drivers
As of the 17th of April 2024, American Equity shows the mean deviation of 0.2012, and Risk Adjusted Performance of (0.01). American Equity Inve technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for American Equity Investment, which can be compared to its peers. Please confirm American Equity Inve downside deviation, treynor ratio, expected short fall, as well as the relationship between the variance and potential upside to decide if American Equity Inve is priced correctly, providing market reflects its regular price of 55.14 per share. Given that American Equity has jensen alpha of (0.02), we suggest you to validate American Equity Investment's prevailing market performance to make sure the company can sustain itself at a future point.American Equity Inve Price Movement Analysis
null. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. American Equity middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for American Equity Inve. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
American Equity Inve 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 American Equity insiders, such as employees or executives, is commonly permitted as long as it does not rely on American Equity'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 American Equity 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.
Anant Bhalla over three weeks ago Disposition of 52467 shares by Anant Bhalla of American Equity at 55.76 subject to Rule 16b-3 | ||
Anant Bhalla over a month ago Acquisition by Anant Bhalla of 99028 shares of American Equity subject to Rule 16b-3 | ||
Anant Bhalla over a month ago Disposition of 10771 shares by Anant Bhalla of American Equity at 55.58 subject to Rule 16b-3 | ||
Phyllis Zanghi over a month ago American Equity exotic insider transaction detected |
American Equity Outstanding Bonds
American Equity 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. American Equity Inve 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 American bonds can be classified according to their maturity, which is the date when American Equity Investment 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.
American Equity Predictive Daily Indicators
American Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of American Equity stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
American Equity Corporate Filings
8K | 12th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
8K | 5th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 4th 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 | 29th of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 27th of February 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 |
8K | 14th of February 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 13th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 23rd of January 2024 An amended filing to the original Schedule 13G | ViewVerify |
American Equity Forecast Models
American Equity's time-series forecasting models are one of many American Equity's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary American Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About American Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how American Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling American shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as American Equity. By using and applying American Stock analysis, traders can create a robust methodology for identifying American entry and exit points for their positions.
Last Reported | Projected for Next Year | ||
Pretax Profit Margin | 0.18 | 0.10 | |
Operating Profit Margin | (0.0008) | (0.0008) | |
Net Profit Margin | 0.12 | 0.07 | |
Gross Profit Margin | 0.82 | 1.02 |
Current American Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. American analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. American analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Price | Advice | # of Analysts | |
54.8 | Hold | 5 | Odds |
Most American analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand American stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of American Equity Inve, talking to its executives and customers, or listening to American conference calls.
American Stock Analysis Indicators
American Equity Investment stock analysis indicators help investors evaluate how American Equity stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading American Equity shares will generate the highest return on investment. By understating and applying American Equity stock analysis, traders can identify American Equity position entry and exit signals to maximize returns.
Begin Period Cash Flow | 1.9 B | |
Long Term Debt | 864.5 M | |
Common Stock Shares Outstanding | 81 M | |
Total Stockholder Equity | 3 B | |
Tax Provision | 538 K | |
Quarterly Earnings Growth Y O Y | 0.188 | |
Cash And Short Term Investments | 44.6 B | |
Cash | 9.8 B | |
Net Debt | -8.9 B | |
50 Day M A | 55.7136 | |
Total Current Liabilities | -14.4 B | |
Other Operating Expenses | -1.3 B | |
Non Current Assets Total | 55.7 B | |
Forward Price Earnings | 9.6339 | |
Non Currrent Assets Other | 48.5 B | |
Stock Based Compensation | 29.3 M |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Equity Investment. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the American Equity Inve information on this page should be used as a complementary analysis to other American Equity'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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Complementary Tools for American Stock analysis
When running American Equity's price analysis, check to measure American Equity'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 American Equity is operating at the current time. Most of American Equity's value examination focuses on studying past and present price action to predict the probability of American Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American Equity's price. Additionally, you may evaluate how the addition of American Equity to your portfolios can decrease your overall portfolio volatility.
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Is American Equity'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 American Equity. If investors know American 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 American Equity 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 0.188 | Earnings Share 2.06 | Revenue Per Share 35.569 | Quarterly Revenue Growth 0.614 | Return On Assets 0.0027 |
The market value of American Equity Inve is measured differently than its book value, which is the value of American that is recorded on the company's balance sheet. Investors also form their own opinion of American Equity's value that differs from its market value or its book value, called intrinsic value, which is American Equity'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 American Equity's market value can be influenced by many factors that don't directly affect American Equity'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 American Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Equity'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.