ADTRAN Ownership
| ADTN Stock | USD 9.03 0.15 1.63% |
Shares in Circulation | First Issued 1993-03-31 | Previous Quarter 79 M | Current Value 79.1 M | Avarage Shares Outstanding 91.7 M | Quarterly Volatility 57.8 M |
ADTRAN |
ADTRAN Stock Ownership Analysis
About 88.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings (P/E) ratio of 405.0. ADTRAN Inc recorded a loss per share of 5.67. The entity last dividend was issued on the 18th of August 2023. The firm had 2:1 split on the 16th of December 2003. ADTRAN Holdings, Inc., through its subsidiaries, provides end-to-end fiber networking solutions for communications service provider, enterprises, and government customers in the United States, Germany, the United Kingdom, Mexico, and internationally. ADTRAN Holdings, Inc. is headquartered in Huntsville, Alabama. Adtran Holdings operates under Communication Equipment classification in the United States and is traded on NASDAQ Exchange. It employs 1335 people. For more info on ADTRAN Inc please contact Thomas Stanton at 256 963 8000 or go to https://www.adtran.com.Besides selling stocks to institutional investors, ADTRAN 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 ADTRAN'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 ADTRAN'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.
ADTRAN Quarterly Liabilities And Stockholders Equity |
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ADTRAN Insider Trades History
Only 1.59% of ADTRAN Inc are currently held by insiders. Unlike ADTRAN'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 ADTRAN'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 ADTRAN's insider trades
ADTRAN Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as ADTRAN is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading ADTRAN Inc backward and forwards among themselves. ADTRAN's institutional investor refers to the entity that pools money to purchase ADTRAN'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 | Tieton Capital Management, Llc | 2024-12-31 | 1.2 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 1.2 M | Millennium Management Llc | 2024-12-31 | 1.1 M | Westerly Capital Management Llc | 2024-12-31 | 930 K | Assenagon Asset Management Sa | 2024-12-31 | 925.3 K | Jpmorgan Chase & Co | 2024-12-31 | 863.8 K | Bank Of New York Mellon Corp | 2024-12-31 | 808.2 K | Kovack Advisors Inc | 2024-12-31 | 800 K | Federated Hermes Inc | 2024-12-31 | 779.3 K | Blackrock Inc | 2024-12-31 | 6.9 M | Vanguard Group Inc | 2024-12-31 | 6.6 M |
ADTRAN Inc 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 ADTRAN insiders, such as employees or executives, is commonly permitted as long as it does not rely on ADTRAN'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 ADTRAN 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.
ADTRAN Outstanding Bonds
ADTRAN 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. ADTRAN Inc 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 ADTRAN bonds can be classified according to their maturity, which is the date when ADTRAN Inc 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.
| US00737WAA71 Corp BondUS00737WAA71 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
ADTRAN Corporate Filings
8K | 7th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 6th of March 2025 Other Reports | ViewVerify | |
10K | 3rd of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify |
Pair Trading with ADTRAN
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 ADTRAN 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 ADTRAN will appreciate offsetting losses from the drop in the long position's value.Moving against ADTRAN Stock
| 0.7 | EHGO | Eshallgo Class A | PairCorr |
| 0.46 | DSWL | Deswell Industries | PairCorr |
| 0.39 | EBON | Ebang International | PairCorr |
| 0.34 | DM | Desktop Metal Tech Boost | PairCorr |
The ability to find closely correlated positions to ADTRAN could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ADTRAN 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 ADTRAN - 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 ADTRAN Inc to buy it.
The correlation of ADTRAN 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 ADTRAN moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ADTRAN Inc 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 ADTRAN 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 ADTRAN Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Communications Equipment space 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 ADTRAN. If investors know ADTRAN 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 ADTRAN 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 (0.60) | Earnings Share (5.67) | Revenue Per Share | Quarterly Revenue Growth 0.077 | Return On Assets |
The market value of ADTRAN Inc is measured differently than its book value, which is the value of ADTRAN that is recorded on the company's balance sheet. Investors also form their own opinion of ADTRAN's value that differs from its market value or its book value, called intrinsic value, which is ADTRAN'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 ADTRAN's market value can be influenced by many factors that don't directly affect ADTRAN'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 ADTRAN's value and its price as these two are different measures arrived at by different means. Investors typically determine if ADTRAN is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ADTRAN'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.