Graham Ownership

GHM Stock  USD 30.65  0.14  0.45%   
The market capitalization of Graham is $348.46 Million. The majority of Graham outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Graham to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Graham. Please pay attention to any change in the institutional holdings of Graham as this could imply that something significant has changed or is about to change at the company. 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.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
11 M
Current Value
11.1 M
Avarage Shares Outstanding
9.7 M
Quarterly Volatility
3.3 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Institutions78.6%Public15.69%Insiders100%
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.
Market CapEnterprise Value
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Graham. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
To learn how to invest in Graham Stock, please use our How to Invest in Graham guide.

Graham Stock Ownership Analysis

About 79.0% of the company shares are owned by institutional investors. The book value of Graham was currently reported as 10.51. The company has Price/Earnings To Growth (PEG) ratio of 0.77. Graham last dividend was issued on the 8th of November 2021. The entity had 2:1 split on the 7th of October 2008. Graham Corporation, together with its subsidiaries, designs and manufactures fluid, power, heat transfer, and vacuum equipment for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, energy, and other industries. Graham Corporation was founded in 1936 and is headquartered in Batavia, New York. Graham Corp operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 491 people. To learn more about Graham call James Lines at 585 343 2216 or check out https://grahamcorp.com.
Besides selling stocks to institutional investors, Graham 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 Graham'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 Graham'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.

Graham Quarterly Liabilities And Stockholders Equity

264.25 Million

Graham Insider Trades History

About 6.0% of Graham are currently held by insiders. Unlike Graham'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 Graham'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 Graham's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Graham Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Graham is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Graham backward and forwards among themselves. Graham's institutional investor refers to the entity that pools money to purchase Graham'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
Diamond Hill Capital Management Inc2024-12-31
179.9 K
State Street Corp2024-12-31
174 K
Amvescap Plc.2024-12-31
158.4 K
Morgan Stanley - Brokerage Accounts2024-12-31
157.1 K
Essex Investment Management Company, Llc
140.7 K
G2 Investment Partners Management Llc2024-12-31
138.7 K
American Century Companies Inc2024-12-31
137.7 K
Kennedy Capital Management Inc2024-12-31
120.1 K
Hillsdale Investment Management Inc.2024-12-31
104.7 K
Brandes Investment Partners & Co2024-12-31
1.1 M
Blackrock Inc2024-12-31
770.7 K
Note, although Graham'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.

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

Graham Outstanding Bonds

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

Graham Corporate Filings

8K
7th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
13A
22nd of October 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
F4
4th of September 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

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Graham is a strong investment it is important to analyze Graham'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 Graham's future performance. For an informed investment choice regarding Graham Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Graham. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
To learn how to invest in Graham Stock, please use our How to Invest in Graham guide.
You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
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 Graham. If investors know Graham 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 Graham 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
8.143
Earnings Share
0.8
Revenue Per Share
18.362
Quarterly Revenue Growth
0.073
Return On Assets
0.0278
The market value of Graham is measured differently than its book value, which is the value of Graham that is recorded on the company's balance sheet. Investors also form their own opinion of Graham's value that differs from its market value or its book value, called intrinsic value, which is Graham'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 Graham's market value can be influenced by many factors that don't directly affect Graham'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 Graham's value and its price as these two are different measures arrived at by different means. Investors typically determine if Graham is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Graham'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.