Willamette Valley Ownership

WVVI Stock  USD 6.23  0.19  3.15%   
The market capitalization of Willamette Valley is $16.23 Million. Willamette Valley owns significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company's outstanding shares. Note, that even with negative profits, if the true value of the company is larger than the current market value, you may still be able to generate positive returns on investment in this company.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
M
Current Value
M
Avarage Shares Outstanding
M
Quarterly Volatility
176.7 K
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Willamette Valley 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 Willamette Valley, 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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willamette Valley Vineyards. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

Willamette Stock Ownership Analysis

About 23.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.19. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Willamette Valley recorded a loss per share of 0.6. The entity had not issued any dividends in recent years. Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon. Willamette Valley operates under BeveragesWineries Distilleries classification in the United States and is traded on NASDAQ Exchange. It employs 177 people. For more information please call James Bernau at 503 588 9463 or visit https://www.wvv.com.
Besides selling stocks to institutional investors, Willamette Valley 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 Willamette Valley'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 Willamette Valley'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.

Willamette Valley Quarterly Liabilities And Stockholders Equity

107.26 Million

Willamette Valley Insider Trades History

About 23.0% of Willamette Valley Vineyards are currently held by insiders. Unlike Willamette Valley'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 Willamette Valley'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 Willamette Valley's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Willamette Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Willamette Valley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Willamette Valley Vineyards backward and forwards among themselves. Willamette Valley's institutional investor refers to the entity that pools money to purchase Willamette Valley'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
Goss Wealth Management Llc2024-09-30
12.9 K
T. Rowe Price Associates, Inc.2024-09-30
10.8 K
State Street Corp2024-09-30
10.7 K
Wedbush Morgan Securities Inc2024-09-30
10.1 K
Morgan Stanley - Brokerage Accounts2024-09-30
K
Steward Partners Investment Advisory, Llc2024-12-31
K
Wells Fargo & Co2024-09-30
K
Tower Research Capital Llc2024-09-30
1.7 K
Bank Of America Corp2024-09-30
1.6 K
Vanguard Group Inc2024-12-31
224.8 K
Renaissance Technologies Corp2024-09-30
77.7 K
Note, although Willamette Valley'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.

Willamette Valley 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 Willamette Valley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Willamette Valley'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 Willamette Valley 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.
 
James Bernau over two weeks ago
Disposition of 3855 shares by James Bernau of Willamette Valley at 8.25 subject to Rule 16b-3
 
Westing Heather over three weeks ago
Acquisition by Westing Heather of 3000 shares of Willamette Valley at 8.23 subject to Rule 16b-3
 
Rose Sarah Alice over a month ago
Acquisition by Rose Sarah Alice of 1107 shares of Willamette Valley at 3.638 subject to Rule 16b-3
 
Turel Stanley G over a month ago
Acquisition by Turel Stanley G of tradable shares of Willamette Valley at 3.26 subject to Rule 16b-3
 
Turel Stanley G over a month ago
Acquisition by Turel Stanley G of 1489 shares of Willamette Valley at 3.28 subject to Rule 16b-3
 
Turel Stanley G over a month ago
Acquisition by Turel Stanley G of tradable shares of Willamette Valley at 3.26 subject to Rule 16b-3
 
James Bernau over three months ago
Disposition of 100 shares by James Bernau of Willamette Valley at 7.03 subject to Rule 16b-3
 
James Bernau over three months ago
Disposition of 448 shares by James Bernau of Willamette Valley at 12.75 subject to Rule 16b-3
 
James Bernau over three months ago
Disposition of 3882 shares by James Bernau of Willamette Valley at 8.25 subject to Rule 16b-3
 
James Bernau over three months ago
Acquisition by James Bernau of 408 shares of Willamette Valley at 3.7 subject to Rule 16b-3
 
James Bernau over three months ago
Acquisition by James Bernau of 1936 shares of Willamette Valley at 3.7 subject to Rule 16b-3
 
Turel Stanley G over six months ago
Acquisition by Turel Stanley G of 135 shares of Willamette Valley at 3.75 subject to Rule 16b-3

Willamette Valley Outstanding Bonds

Willamette Valley 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. Willamette Valley 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 Willamette bonds can be classified according to their maturity, which is the date when Willamette Valley Vineyards 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.

Willamette Valley Corporate Filings

8K
13th of February 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
13th of January 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
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10Q
12th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
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F3
6th of June 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 Willamette Valley offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Willamette Valley'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 Willamette Valley Vineyards Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Willamette Valley Vineyards Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willamette Valley Vineyards. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
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 Distillers & Vintners 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 Willamette Valley. If investors know Willamette 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 Willamette Valley 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
(0.42)
Earnings Share
(0.60)
Revenue Per Share
7.903
Quarterly Revenue Growth
(0.04)
Return On Assets
(0)
The market value of Willamette Valley is measured differently than its book value, which is the value of Willamette that is recorded on the company's balance sheet. Investors also form their own opinion of Willamette Valley's value that differs from its market value or its book value, called intrinsic value, which is Willamette Valley'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 Willamette Valley's market value can be influenced by many factors that don't directly affect Willamette Valley'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 Willamette Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Willamette Valley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willamette Valley'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.