MFS Investment Ownership

CXH Stock  USD 7.98  0.03  0.37%   
The market capitalization of MFS Investment Grade is $65.68 Million. 30% of MFS Investment outstanding shares are owned by institutional investors. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Therefore, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the firm is less than the current market value, you may not be able generate positive returns on investment in the long run.
Some institutional investors establish a significant position in stocks such as MFS Investment in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of MFS Investment, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in MFS Investment Grade. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.

MFS Stock Ownership Analysis

About 43.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.89. Some equities with similar Price to Book (P/B) outperform the market in the long run. MFS Investment Grade last dividend was issued on the 18th of March 2025. MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Investment Grade Municipal Trust was founded in May 16, 1989 and is domiciled in United States. Colonial Investment is traded on New York Stock Exchange in the United States. For more info on MFS Investment Grade please contact the company at 617 954 5000 or go to https://www.mfs.com/en-us/individual-investor/prod.
Besides selling stocks to institutional investors, MFS Investment 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 MFS Investment'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 MFS Investment'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.

MFS Investment Quarterly Liabilities And Stockholders Equity

118.51 Million

MFS Investment Insider Trades History

Less than 1% of MFS Investment Grade are currently held by insiders. Unlike MFS Investment'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 MFS Investment'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 MFS Investment's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

MFS Investment Grade 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 MFS Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on MFS 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 MFS 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.
 
Saba Capital Management, L.p. over two weeks ago
Disposition of 732 shares by Saba Capital Management, L.p. of MFS Investment at 6.59 subject to Rule 16b-3
 
Marston Joshua P. over a month ago
Insider Trading
 
Gomez-bravo Pilar over two months ago
Insider Trading
 
Jpmorgan Chase Bank, N.a. over two months ago
Disposition of tradable shares by Jpmorgan Chase Bank, N.a. of MFS Investment at 100368.716 subject to Rule 16b-3
 
Clarence Otis over three months ago
Insider Trading
 
Frank Tarantino over three months ago
Insider Trading
 
Morgan Stanley over six months ago
Disposition of 200 shares by Morgan Stanley of MFS Investment at 9.89 subject to Rule 16b-3
 
John Kavanaugh over six months ago
Insider Trading
 
Saba Capital Management, L.p. over six months ago
Discretionary transaction by Saba Capital Management, L.p. of tradable shares of MFS Investment subject to Rule 16b-3
 
Jpmorgan Chase Bank, N.a. over six months ago
Disposition of 372 shares by Jpmorgan Chase Bank, N.a. of MFS Investment subject to Rule 16b-3
 
Jpmorgan Chase Bank, N.a. over six months ago
Disposition of tradable shares by Jpmorgan Chase Bank, N.a. of MFS Investment at 100368.716 subject to Rule 16b-3
 
Deacon Timothy over six months ago
Insider Trading

MFS Investment Outstanding Bonds

MFS 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. MFS Investment Grade 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 MFS bonds can be classified according to their maturity, which is the date when MFS Investment Grade 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.

MFS Investment Corporate Filings

Currently Active Assets on Macroaxis

When determining whether MFS Investment Grade offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of MFS Investment's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Mfs Investment Grade Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Mfs Investment Grade Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in MFS Investment Grade. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest.
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Is Asset Management & Custody Banks 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 MFS Investment. If investors know MFS 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 MFS Investment 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
0.118
Dividend Share
0.303
Earnings Share
0.88
Revenue Per Share
0.647
Quarterly Revenue Growth
(0.02)
The market value of MFS Investment Grade is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Investment's value that differs from its market value or its book value, called intrinsic value, which is MFS Investment'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 MFS Investment's market value can be influenced by many factors that don't directly affect MFS Investment'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 MFS Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Investment'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.