First Watch Ownership
| FWRG Stock | USD 16.34 0.51 3.03% |
Shares in Circulation | First Issued 2020-03-31 | Previous Quarter 61.9 M | Current Value 62.4 M | Avarage Shares Outstanding 58.6 M | Quarterly Volatility 4.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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First Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.67. Some equities with similar Price to Book (P/B) outperform the market in the long run. First Watch Restaurant has Price/Earnings To Growth (PEG) ratio of 2.17. The entity had not issued any dividends in recent years. First Watch Restaurant Group, Inc. operates and franchises restaurants under the First Watch trade name. First Watch Restaurant Group, Inc. was founded in 1983 and is headquartered in Bradenton, Florida. First Watch operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 10000 people. To learn more about First Watch Restaurant call Christopher Tomasso at (941) 907-9800 or check out https://www.firstwatch.com.Besides selling stocks to institutional investors, First Watch 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 First Watch'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 First Watch'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.
First Watch Quarterly Liabilities And Stockholders Equity |
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First Watch Insider Trades History
Only 1.8% of First Watch Restaurant are currently held by insiders. Unlike First Watch'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 First Watch'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 First Watch's insider trades
First Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as First Watch is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading First Watch Restaurant backward and forwards among themselves. First Watch's institutional investor refers to the entity that pools money to purchase First Watch'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 | Manufacturers Life Insurance Co | 2024-12-31 | 1.5 M | Granahan Investment Management Inc.. | 2024-12-31 | 1.5 M | Brown Advisory Holdings Inc | 2024-12-31 | 1.4 M | Federated Hermes Inc | 2024-12-31 | 1.2 M | Franklin Resources Inc | 2024-12-31 | 1 M | Wcm Investment Management | 2024-12-31 | 947.2 K | Paralel Advisors Llc | 2024-12-31 | 900 K | Ubs Group Ag | 2024-12-31 | 885.2 K | Geode Capital Management, Llc | 2024-12-31 | 862.1 K | Advent International Lp | 2024-12-31 | 19.2 M | Blackrock Inc | 2024-12-31 | 2.6 M |
First Watch Restaurant 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 First Watch insiders, such as employees or executives, is commonly permitted as long as it does not rely on First Watch'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 First Watch 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.
First Watch's latest congressional trading
Congressional trading in companies like First Watch Restaurant, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in First Watch by those in governmental positions are based on the same information available to the general public.
| 2024-09-11 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
First Watch Outstanding Bonds
First Watch 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. First Watch Restaurant 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 First bonds can be classified according to their maturity, which is the date when First Watch Restaurant 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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
First Watch Corporate Filings
F4 | 14th 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 | 11th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 21st of February 2025 Other Reports | ViewVerify | |
F3 | 5th of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether First Watch Restaurant is a strong investment it is important to analyze First Watch's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact First Watch's future performance. For an informed investment choice regarding First Stock, refer to the following important reports:Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Watch Restaurant. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Is Hotels, Restaurants & Leisure 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 First Watch. If investors know First 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 First Watch 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 (0.75) | Earnings Share 0.3 | Revenue Per Share | Quarterly Revenue Growth 0.076 | Return On Assets |
The market value of First Watch Restaurant is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Watch's value that differs from its market value or its book value, called intrinsic value, which is First Watch'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 First Watch's market value can be influenced by many factors that don't directly affect First Watch'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 First Watch's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Watch is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Watch'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.