To get an idea of who actually controls Varia US Properties AG (VTX: VARN), it is important to understand the ownership structure of the company. With a 51% stake, individual investors own the most shares in the company. In other words, the group is likely to gain the most (or lose the most) from its investment in the business.
Private companies, on the other hand, represent 39% of the company’s shareholders.
Let’s dive deeper into each Varia US Properties owner type, starting with the table below.
Check out our latest analysis for Varia US Properties
What does institutional ownership tell us about Varia US properties?
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it is included in a major index. We would expect most companies to have some institutions listed, especially if they are growing.
As you can see, institutional investors own a sizeable portion of Varia US Properties. This suggests some credibility with professional investors. But we cannot rely solely on this fact since institutions sometimes make bad investments, like everyone else. When multiple institutions hold a stock, there is always a risk that they are in a “crowded trade”. When such a transaction goes wrong, multiple parties may compete to quickly sell shares. This risk is higher in a company with no history of growth. You can see Varia US Properties’ historic earnings and revenue below, but keep in mind there’s always more to tell.
Miscellaneous US Properties is not owned by hedge funds. Dryades is currently the company’s largest shareholder with 39% of the outstanding shares. With respectively 7.1% and 0.6% of the outstanding shares, Engelwood Asset Management and UBS Asset Management are the second and third largest shareholders.
Our studies suggest that the top 21 shareholders collectively control less than half of the company’s stock, which means that the company’s stock is widely distributed and there is no dominant shareholder.
Institutional ownership research is a good way to assess and filter the expected performance of a stock. The same can be obtained by studying the feelings of the analyst. Although there is some analyst coverage, the company is probably not widely covered. So it could attract more attention, on the track.
Varia US Properties Insider Ownership
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management is ultimately responsible to the board of directors. However, it is not uncommon for managers to be members of the management board, especially if they are founders or CEOs.
Most view insider ownership as a positive because it can indicate that the board is well aligned with other shareholders. However, there are times when too much power is concentrated within this group.
Our most recent data indicates that insiders hold shares of Varia US Properties AG. In their own name, the insiders hold 8.3 million francs of shares in the company of 496 million francs. Some would say this shows the alignment of interests between shareholders and the board. But it might be worth checking to see if these insiders have sold.
General public property
The general public, who are usually individual investors, hold a substantial 51% stake in Varia US Properties, which suggests it is quite a popular stock. This level of ownership gives mainstream investors some power to influence key policy decisions such as board composition, executive compensation and dividend payout ratio.
Private Company Ownership
It appears that private companies hold 39% of the shares of Varia US Properties. It might be worth exploring this further. If related parties, such as insiders, have an interest in any of these private companies, this should be disclosed in the annual report. Private companies may also have a strategic interest in the company.
It is always useful to think about the different groups that own shares in a company. But to better understand Varia US Properties, we need to consider many other factors. To do this, you need to find out about the 3 warning signs we spotted with Varia US Properties (including 1 which is significant).
At the end of the day the future is the most important. You can access this free analyst forecast report for the company.
NB: The figures in this article are calculated using trailing twelve month data, which refers to the 12 month period ending on the last day of the month the financial statements are dated. This may not be consistent with the annual report figures for the full year.
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This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.
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