Is PennantPark Investment Stock a Good Investment?
PennantPark Investment Investment Advice | PNNT |
- Examine PennantPark Investment's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research PennantPark Investment's leadership team and their track record. Good management can help PennantPark Investment navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact PennantPark Investment's business and its evolving consumer preferences.
- Compare PennantPark Investment's performance and market position to its competitors. Analyze how PennantPark Investment is positioned in terms of product offerings, innovation, and market share.
- Check if PennantPark Investment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about PennantPark Investment's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in PennantPark Investment stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if PennantPark Investment is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine PennantPark Investment Stock
Researching PennantPark Investment's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 24.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.94. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. PennantPark Investment has Price/Earnings To Growth (PEG) ratio of 0.28. The entity last dividend was issued on the 18th of February 2025.
To determine if PennantPark Investment is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding PennantPark Investment's research are outlined below:
| PennantPark Investment currently holds about 29.55 M in cash with (172.4 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.45. | |
| On 3rd of February 2025 PennantPark Investment paid $ 0.08 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Allorto Richard T Jr of 10000 shares of PennantPark Investment at 5.35 subject to Rule 16b-3 |
PennantPark Investment uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in PennantPark Investment. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to PennantPark Investment's 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.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact PennantPark Investment'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. Below are the table of largest EPS Surprises PennantPark Investment's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-02-06 | 2019-12-31 | 0.17 | 0.15 | -0.02 | 11 | ||
2019-08-07 | 2019-06-30 | 0.19 | 0.17 | -0.02 | 10 | ||
2019-05-09 | 2019-03-31 | 0.17 | 0.19 | 0.02 | 11 | ||
2019-02-07 | 2018-12-31 | 0.2 | 0.18 | -0.02 | 10 | ||
2018-11-15 | 2018-09-30 | 0.18 | 0.2 | 0.02 | 11 | ||
2018-02-07 | 2017-12-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2017-08-07 | 2017-06-30 | 0.2 | 0.18 | -0.02 | 10 | ||
2007-08-09 | 2007-06-30 | 0.13 | 0.15 | 0.02 | 15 |
Know PennantPark Investment's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as PennantPark Investment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading PennantPark Investment backward and forwards among themselves. PennantPark Investment's institutional investor refers to the entity that pools money to purchase PennantPark Investment'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 | Confluence Investment Management Llc | 2024-12-31 | 302.6 K | Newedge Investment Solutions | 2024-12-31 | 286.8 K | Lido Advisors, Llc | 2024-12-31 | 246.3 K | Legacy Capital Wealth Partners, Llc | 2024-12-31 | 220.5 K | International Assets Investment Management, Llc | 2024-09-30 | 219.1 K | Condor Capital Management | 2024-12-31 | 197.4 K | Rockefeller Capital Management L.p. | 2024-12-31 | 195.7 K | Alberta Investment Management Corp | 2024-12-31 | 163 K | Texas Capital Bank Wealth Management Services Inc | 2024-12-31 | 152 K | Lsv Asset Management | 2024-12-31 | 1.9 M | Amvescap Plc. | 2024-12-31 | 1.8 M |
PennantPark Investment's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 466.87 M.Market Cap |
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PennantPark Investment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.02 | |
| Return On Capital Employed | 0.10 | 0.12 | |
| Return On Assets | 0.03 | 0.02 | |
| Return On Equity | 0.09 | 0.09 |
Determining PennantPark Investment's profitability involves analyzing its financial statements and using various financial metrics to determine if PennantPark Investment is a good buy. For example, gross profit margin measures PennantPark Investment's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of PennantPark Investment's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in PennantPark Investment's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of PennantPark Investment. Check PennantPark Investment's Beneish M Score to see the likelihood of PennantPark Investment's management manipulating its earnings.
Evaluate PennantPark Investment's management efficiency
PennantPark Investment has return on total asset (ROA) of 0.0502 % which means that it generated a profit of $0.0502 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1093 %, meaning that it created $0.1093 on every $100 dollars invested by stockholders. PennantPark Investment's management efficiency ratios could be used to measure how well PennantPark Investment manages its routine affairs as well as how well it operates its assets and liabilities. At this time, PennantPark Investment's Return On Capital Employed is comparatively stable compared to the past year. Return On Equity is likely to gain to 0.09 in 2025, whereas Return On Tangible Assets are likely to drop 0.02 in 2025. Change To Liabilities is likely to gain to about 119.7 M in 2025, whereas Total Current Liabilities is likely to drop slightly above 236.8 M in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 8.71 | 11.23 | |
| Tangible Book Value Per Share | 8.71 | 11.23 | |
| Enterprise Value Over EBITDA | (63.42) | (60.25) | |
| Price Book Value Ratio | 1.06 | 0.87 | |
| Enterprise Value Multiple | (63.42) | (60.25) | |
| Price Fair Value | 1.06 | 0.87 | |
| Enterprise Value | 499.3 M | 630.5 M |
Leadership effectiveness at PennantPark Investment is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Basic technical analysis of PennantPark Stock
As of the 27th of February, PennantPark Investment holds the Risk Adjusted Performance of 0.0577, semi deviation of 1.27, and Coefficient Of Variation of 1354.72. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of PennantPark Investment, as well as the relationship between them.PennantPark Investment's 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 PennantPark Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on PennantPark Investment'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 PennantPark Investment 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.
PennantPark Investment's Outstanding Corporate Bonds
PennantPark Investment 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. PennantPark Investment 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 PennantPark bonds can be classified according to their maturity, which is the date when PennantPark 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.
Understand PennantPark Investment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing PennantPark Investment's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0577 | |||
| Market Risk Adjusted Performance | (0.26) | |||
| Mean Deviation | 0.7314 | |||
| Semi Deviation | 1.27 | |||
| Downside Deviation | 1.49 | |||
| Coefficient Of Variation | 1354.72 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 | |||
| Information Ratio | 0.0706 | |||
| Jensen Alpha | 0.0705 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.0528 | |||
| Treynor Ratio | (0.27) | |||
| Maximum Drawdown | 7.59 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.52 | |||
| Downside Variance | 2.22 | |||
| Semi Variance | 1.62 | |||
| Expected Short fall | (0.77) | |||
| Skewness | (2.37) | |||
| Kurtosis | 12.02 |
| Risk Adjusted Performance | 0.0577 | |||
| Market Risk Adjusted Performance | (0.26) | |||
| Mean Deviation | 0.7314 | |||
| Semi Deviation | 1.27 | |||
| Downside Deviation | 1.49 | |||
| Coefficient Of Variation | 1354.72 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.24 | |||
| Information Ratio | 0.0706 | |||
| Jensen Alpha | 0.0705 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.0528 | |||
| Treynor Ratio | (0.27) | |||
| Maximum Drawdown | 7.59 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.52 | |||
| Downside Variance | 2.22 | |||
| Semi Variance | 1.62 | |||
| Expected Short fall | (0.77) | |||
| Skewness | (2.37) | |||
| Kurtosis | 12.02 |
Consider PennantPark Investment's intraday indicators
PennantPark Investment 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 PennantPark Investment 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.
PennantPark Investment Corporate Filings
8K | 10th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 11th of December 2024 Other Reports | ViewVerify | |
F4 | 3rd of December 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 | 26th of November 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
PennantPark Stock media impact
Far too much social signal, news, headlines, and media speculation about PennantPark Investment that are available to investors today. That information is available publicly through PennantPark media outlets and privately through word of mouth or via PennantPark internal channels. However, regardless of the origin, that massive amount of PennantPark data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of PennantPark Investment news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of PennantPark Investment relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to PennantPark Investment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive PennantPark Investment alpha.
PennantPark Investment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards PennantPark Investment can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
PennantPark Investment Corporate Directors
| Adam Bernstein | Independent Director | Profile | |
| Jeffrey Flug | Independent Director | Profile | |
| Marshall Brozost | Independent Director | Profile | |
| Steve Winograd | Managing Director | Profile |
Additional Tools for PennantPark Stock Analysis
When running PennantPark Investment's price analysis, check to measure PennantPark Investment'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 PennantPark Investment is operating at the current time. Most of PennantPark Investment's value examination focuses on studying past and present price action to predict the probability of PennantPark Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PennantPark Investment's price. Additionally, you may evaluate how the addition of PennantPark Investment to your portfolios can decrease your overall portfolio volatility.