Advertisement
Canada markets close in 5 hours 44 minutes
  • S&P/TSX

    22,145.54
    -98.48 (-0.44%)
     
  • S&P 500

    5,538.16
    +1.14 (+0.02%)
     
  • DOW

    39,220.06
    -87.94 (-0.22%)
     
  • CAD/USD

    0.7327
    -0.0019 (-0.26%)
     
  • CRUDE OIL

    83.86
    -0.02 (-0.02%)
     
  • Bitcoin CAD

    75,771.11
    -2,252.49 (-2.89%)
     
  • CMC Crypto 200

    1,162.07
    -46.62 (-3.86%)
     
  • GOLD FUTURES

    2,384.20
    +14.80 (+0.62%)
     
  • RUSSELL 2000

    2,024.84
    -11.79 (-0.58%)
     
  • 10-Yr Bond

    4.3160
    -0.0390 (-0.89%)
     
  • NASDAQ

    18,256.43
    +68.13 (+0.37%)
     
  • VOLATILITY

    12.19
    -0.07 (-0.57%)
     
  • FTSE

    8,200.40
    -40.86 (-0.50%)
     
  • NIKKEI 225

    40,912.37
    -1.28 (-0.00%)
     
  • CAD/EUR

    0.6774
    -0.0018 (-0.27%)
     

ams-OSRAM AG (VTX:AMS) most popular amongst individual investors who own 53% of the shares, institutions hold 47%

Key Insights

  • ams-OSRAM's significant individual investors ownership suggests that the key decisions are influenced by shareholders from the larger public

  • A total of 25 investors have a majority stake in the company with 43% ownership

  • 47% of ams-OSRAM is held by Institutions

A look at the shareholders of ams-OSRAM AG (VTX:AMS) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are individual investors with 53% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Institutions, on the other hand, account for 47% of the company's stockholders. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies.

ADVERTISEMENT

Let's take a closer look to see what the different types of shareholders can tell us about ams-OSRAM.

View our latest analysis for ams-OSRAM

ownership-breakdown
ownership-breakdown

What Does The Institutional Ownership Tell Us About ams-OSRAM?

Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.

We can see that ams-OSRAM does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of ams-OSRAM, (below). Of course, keep in mind that there are other factors to consider, too.

earnings-and-revenue-growth
earnings-and-revenue-growth

ams-OSRAM is not owned by hedge funds. The company's largest shareholder is UBS Asset Management AG, with ownership of 6.8%. With 6.1% and 3.5% of the shares outstanding respectively, Fidelity International Ltd and The Vanguard Group, Inc. are the second and third largest shareholders.

A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority.

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of ams-OSRAM

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

Our most recent data indicates that insiders own less than 1% of ams-OSRAM AG. Keep in mind that it's a big company, and the insiders own CHF458k worth of shares. The absolute value might be more important than the proportional share. It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.

General Public Ownership

The general public, who are usually individual investors, hold a substantial 53% stake in ams-OSRAM, suggesting it is a fairly popular stock. This level of ownership gives investors from the wider public some power to sway key policy decisions such as board composition, executive compensation, and the dividend payout ratio.

Next Steps:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. Be aware that ams-OSRAM is showing 2 warning signs in our investment analysis , you should know about...

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.