Energy Recovery Ownership

ERII Stock  USD 16.31  0.35  2.10%   
Energy Recovery holds a total of 54.96 Million outstanding shares. The majority of Energy Recovery outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Energy Recovery to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Energy Recovery. Please pay attention to any change in the institutional holdings of Energy Recovery as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2005-12-31
Previous Quarter
58.3 M
Current Value
57.2 M
Avarage Shares Outstanding
52.3 M
Quarterly Volatility
5.4 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Energy Recovery 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 Energy Recovery, 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Energy Recovery. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For more detail on how to invest in Energy Stock please use our How to Invest in Energy Recovery guide.

Energy Stock Ownership Analysis

About 88.0% of the company shares are held by institutions such as insurance companies. The book value of Energy Recovery was currently reported as 3.83. The company has Price/Earnings To Growth (PEG) ratio of 1.09. Energy Recovery last dividend was issued on the 29th of October 2010. Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells various solutions for the seawater reverse osmosis desalination and industrial wastewater treatment industries worldwide. The company was incorporated in 1992 and is headquartered in San Leandro, California. Energy Recovery operates under Pollution Treatment Controls classification in the United States and is traded on NASDAQ Exchange. It employs 222 people. To learn more about Energy Recovery call YuLang Mao at 510 483 7370 or check out https://www.energyrecovery.com.
Besides selling stocks to institutional investors, Energy Recovery 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 Energy Recovery'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 Energy Recovery'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.

Energy Recovery Quarterly Liabilities And Stockholders Equity

242.79 Million

Energy Recovery Insider Trades History

Roughly 3.0% of Energy Recovery are currently held by insiders. Unlike Energy Recovery'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 Energy Recovery'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 Energy Recovery's insider trades
 
Credit Downgrade
 
Yuan Drop
 
Covid

Energy Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Energy Recovery is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Energy Recovery backward and forwards among themselves. Energy Recovery's institutional investor refers to the entity that pools money to purchase Energy Recovery'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
Amvescap Plc.2024-12-31
858.3 K
Dimensional Fund Advisors, Inc.2024-12-31
768.1 K
Goldman Sachs Group Inc2024-12-31
747.8 K
Morgan Stanley - Brokerage Accounts2024-12-31
736.6 K
Legal & General Group Plc2024-12-31
682.6 K
Sam Sustainable Asset Management Ltd2024-12-31
618.3 K
New York State Common Retirement Fund2024-12-31
581.8 K
Northern Trust Corp2024-12-31
559.6 K
Silvercrest Asset Management Group Llc2024-12-31
497.2 K
Blackrock Inc2024-12-31
5.6 M
Ameriprise Financial Inc2024-12-31
M
Note, although Energy Recovery's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Energy Recovery 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 Energy Recovery insiders, such as employees or executives, is commonly permitted as long as it does not rely on Energy Recovery'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 Energy Recovery 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.

Energy Recovery Outstanding Bonds

Energy Recovery 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. Energy Recovery 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 Energy bonds can be classified according to their maturity, which is the date when Energy Recovery 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.

Energy Recovery Corporate Filings

F4
13th of March 2025
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
8K
26th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
14th of February 2025
Other Reports
ViewVerify
13A
14th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Energy Recovery offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Energy Recovery'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 Energy Recovery Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Energy Recovery Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Energy Recovery. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For more detail on how to invest in Energy Stock please use our How to Invest in Energy Recovery guide.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Is Industrial Machinery & Supplies & Components 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 Energy Recovery. If investors know Energy 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 Energy Recovery 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
0.217
Earnings Share
0.41
Revenue Per Share
2.533
Quarterly Revenue Growth
0.173
Return On Assets
0.056
The market value of Energy Recovery is measured differently than its book value, which is the value of Energy that is recorded on the company's balance sheet. Investors also form their own opinion of Energy Recovery's value that differs from its market value or its book value, called intrinsic value, which is Energy Recovery'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 Energy Recovery's market value can be influenced by many factors that don't directly affect Energy Recovery'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 Energy Recovery's value and its price as these two are different measures arrived at by different means. Investors typically determine if Energy Recovery is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Energy Recovery'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.