Barings BDC Ownership
| BBDC Stock | USD 9.72 0.05 0.52% |
Shares in Circulation | First Issued 2006-03-31 | Previous Quarter 106.4 M | Current Value 106 M | Avarage Shares Outstanding 39.1 M | Quarterly Volatility 30.3 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.
Barings |
Barings Stock Ownership Analysis
About 45.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.81. Some equities with similar Price to Book (P/B) outperform the market in the long run. Barings BDC has Price/Earnings To Growth (PEG) ratio of 1.71. The entity last dividend was issued on the 5th of March 2024. Barings BDC, Inc. is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. It invests in companies with EBITDA of 10 million to 75 million, typically in private equity sponsor backed. Barings Bdc operates under Credit Services classification in the United States and is traded on New York Stock Exchange. For more info on Barings BDC please contact Eric Lloyd at 704 805 7200 or go to https://www.barings.com/en-us/guest/funds/business.Besides selling stocks to institutional investors, Barings BDC 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 Barings BDC'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 Barings BDC'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.
Barings BDC Quarterly Liabilities And Stockholders Equity |
|
Barings BDC Insider Trades History
Less than 1% of Barings BDC are currently held by insiders. Unlike Barings BDC'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 Barings BDC'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 Barings BDC's insider trades
Barings Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Barings BDC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Barings BDC backward and forwards among themselves. Barings BDC's institutional investor refers to the entity that pools money to purchase Barings BDC'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 | Dimension Capital Management Llc | 2023-12-31 | 797.1 K | Two Sigma Investments Llc | 2023-12-31 | 782.6 K | Two Sigma Advisers, Llc | 2023-12-31 | 691 K | Raymond James Finl Svs Advisors, Inc. | 2023-12-31 | 645.1 K | Nicola Wealth Management Ltd. | 2023-12-31 | 614 K | T. Rowe Price Associates, Inc. | 2023-12-31 | 591.6 K | Advisor Group Holdings, Inc. | 2023-12-31 | 567.6 K | Bulldog Investors, Llc | 2023-12-31 | 518.6 K | Bank Of America Corp | 2023-12-31 | 515.8 K | Barings Llc | 2023-12-31 | 13.6 M | Ares Management Llc | 2023-12-31 | 4.3 M |
Barings BDC 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 Barings BDC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Barings BDC'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 Barings BDC 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.
David Mihalick over a week ago Acquisition by David Mihalick of 5000 shares of Barings BDC at 10.7994 subject to Rule 16b-3 | ||
Robert Knapp over two weeks ago Disposition of tradable shares by Robert Knapp of Barings BDC subject to Rule 16b-3 | ||
Freund Matthew over two months ago Disposition of tradable shares by Freund Matthew of Barings BDC subject to Rule 16b-3 |
Barings BDC Corporate Filings
F4 | 10th of May 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 | 7th of May 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 3rd of May 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 15th of April 2024 Other Reports | ViewVerify |
Pair Trading with Barings BDC
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 Barings BDC 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 Barings BDC will appreciate offsetting losses from the drop in the long position's value.Moving against Barings Stock
| 0.53 | PX | P10 Inc Financial Report 20th of May 2024 | PairCorr |
The ability to find closely correlated positions to Barings BDC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Barings BDC 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 Barings BDC - 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 Barings BDC to buy it.
The correlation of Barings BDC 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 Barings BDC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Barings BDC 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 Barings BDC 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 Barings BDC. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. For information on how to trade Barings Stock refer to our How to Trade Barings Stock guide.Note that the Barings BDC information on this page should be used as a complementary analysis to other Barings BDC'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 File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Complementary Tools for Barings Stock analysis
When running Barings BDC's price analysis, check to measure Barings BDC'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 Barings BDC is operating at the current time. Most of Barings BDC's value examination focuses on studying past and present price action to predict the probability of Barings BDC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barings BDC's price. Additionally, you may evaluate how the addition of Barings BDC to your portfolios can decrease your overall portfolio volatility.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |
Is Barings BDC'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 Barings BDC. If investors know Barings 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 Barings BDC 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 0.9 | Dividend Share 1.02 | Earnings Share 1.2 | Revenue Per Share 2.702 | Quarterly Revenue Growth 0.195 |
The market value of Barings BDC is measured differently than its book value, which is the value of Barings that is recorded on the company's balance sheet. Investors also form their own opinion of Barings BDC's value that differs from its market value or its book value, called intrinsic value, which is Barings BDC'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 Barings BDC's market value can be influenced by many factors that don't directly affect Barings BDC'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 Barings BDC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barings BDC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barings BDC'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.