Sonos Ownership
| SONO Stock | USD 13.64 0.47 3.57% |
Shares in Circulation | First Issued 2017-06-30 | Previous Quarter 127.2 M | Current Value 121.4 M | Avarage Shares Outstanding 119.3 M | Quarterly Volatility 14.4 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.
Sonos |
Sonos Stock Ownership Analysis
About 91.0% of the company shares are owned by institutional investors. The book value of Sonos was at this time reported as 3.53. The company recorded a loss per share of 0.31. Sonos Inc had not issued any dividends in recent years. Sonos, Inc., together with its subsidiaries, designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Sonos, Inc. was incorporated in 2002 and is headquartered in Santa Barbara, California. Sonos operates under Consumer Electronics classification in the United States and is traded on NASDAQ Exchange. It employs 1525 people. To find out more about Sonos Inc contact the company at 805 965 3001 or learn more at https://www.sonos.com.Besides selling stocks to institutional investors, Sonos 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 Sonos' 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 Sonos' 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.
Sonos Quarterly Liabilities And Stockholders Equity |
|
Sonos Insider Trades History
Only 1.94% of Sonos Inc are currently held by insiders. Unlike Sonos' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Sonos' 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 Sonos' insider trades
Sonos Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sonos is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sonos Inc backward and forwards among themselves. Sonos' institutional investor refers to the entity that pools money to purchase Sonos' 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 | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.5 M | Deroy & Devereaux Private Invmt Coun Inc | 2024-09-30 | 1.7 M | Franklin Resources Inc | 2024-09-30 | 1.6 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.6 M | Schroder Investment Management Group | 2024-06-30 | 1.5 M | Hawk Ridge Management Llc | 2024-09-30 | 1.5 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.5 M | Aristotle Capital Boston, Llc | 2024-06-30 | 1.5 M | Northern Trust Corp | 2024-09-30 | 1.2 M | Blackrock Inc | 2024-06-30 | 19.5 M | Vanguard Group Inc | 2024-09-30 | 14.7 M |
Sonos 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 Sonos insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sonos' 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 Sonos 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.
Sonos' latest congressional trading
Congressional trading in companies like Sonos Inc, 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 Sonos by those in governmental positions are based on the same information available to the general public.
| 2018-11-13 | Representative Justin Amash | Acquired Under $15K | Verify |
Sonos Outstanding Bonds
Sonos 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. Sonos 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 Sonos bonds can be classified according to their maturity, which is the date when Sonos 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Sonos Corporate Filings
F4 | 19th of November 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 |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
8K | 13th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 20th of September 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 |
Pair Trading with Sonos
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 Sonos 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 Sonos will appreciate offsetting losses from the drop in the long position's value.Moving together with Sonos Stock
| 0.75 | RL | Ralph Lauren Corp | PairCorr |
| 0.64 | UA | Under Armour C | PairCorr |
| 0.63 | DOGZ | Dogness International Upward Rally | PairCorr |
Moving against Sonos Stock
| 0.74 | CRI | Carters | PairCorr |
| 0.7 | DOOO | BRP Inc Earnings Call Today | PairCorr |
| 0.69 | DHI | DR Horton | PairCorr |
| 0.69 | SKX | Skechers USA | PairCorr |
| 0.59 | CCS | Century Communities | PairCorr |
The ability to find closely correlated positions to Sonos could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sonos 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 Sonos - 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 Sonos Inc to buy it.
The correlation of Sonos 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 Sonos moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sonos 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 Sonos 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 World Market Map to better understand how to build diversified portfolios, which includes a position in Sonos 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 board of governors. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Is Consumer Electronics 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 Sonos. If investors know Sonos 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 Sonos 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 0.123 | Earnings Share (0.31) | Revenue Per Share 12.32 | Quarterly Revenue Growth (0.16) | Return On Assets (0.03) |
The market value of Sonos Inc is measured differently than its book value, which is the value of Sonos that is recorded on the company's balance sheet. Investors also form their own opinion of Sonos' value that differs from its market value or its book value, called intrinsic value, which is Sonos' 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 Sonos' market value can be influenced by many factors that don't directly affect Sonos' 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 Sonos' value and its price as these two are different measures arrived at by different means. Investors typically determine if Sonos is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sonos' 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.