Heartland Financial Usa Preferred Stock Performance
| HTLFP Preferred Stock | USD 25.33 0.03 0.12% |
Heartland Financial has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.048, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Heartland Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heartland Financial is expected to be smaller as well. Heartland Financial USA right now retains a risk of 0.4%. Please check out Heartland Financial coefficient of variation, semi variance, price action indicator, as well as the relationship between the treynor ratio and daily balance of power , to decide if Heartland Financial will be following its current trending patterns.
Risk-Adjusted Performance
6 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Heartland Financial USA are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Heartland Financial is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.0197 | Five Day Return 0.36 | Year To Date Return 2.84 | Ten Year Return 1.73 | All Time Return 1.73 |
| Begin Period Cash Flow | 259.8 M | |
| Price Earnings Ratio | 5.4016 |
Heartland |
Heartland Financial Relative Risk vs. Return Landscape
If you would invest 2,482 in Heartland Financial USA on August 31, 2024 and sell it today you would earn a total of 51.00 from holding Heartland Financial USA or generate 2.05% return on investment over 90 days. Heartland Financial USA is currently producing 0.0331% returns and takes up 0.4004% volatility of returns over 90 trading days. Put another way, 3% of traded preferred stocks are less volatile than Heartland, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Heartland Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heartland Financial's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Heartland Financial USA, and traders can use it to determine the average amount a Heartland Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0826
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| Negative Returns | HTLFP |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Heartland Financial is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heartland Financial by adding it to a well-diversified portfolio.
Heartland Financial Fundamentals Growth
Heartland Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Heartland Financial, and Heartland Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heartland Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0107 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.40 % | ||||
| Current Valuation | 1.27 B | ||||
| Price To Earning | 5.29 X | ||||
| Revenue | 727.55 M | ||||
| EBITDA | 312.85 M | ||||
| Cash And Equivalents | 406.86 M | ||||
| Cash Per Share | 9.59 X | ||||
| Total Debt | 371.75 M | ||||
| Book Value Per Share | 38.25 X | ||||
| Cash Flow From Operations | 153.15 M | ||||
| Earnings Per Share | 4.77 X | ||||
| Total Asset | 20.24 B | ||||
About Heartland Financial Performance
Assessing Heartland Financial's fundamental ratios provides investors with valuable insights into Heartland Financial's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Heartland Financial is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Heartland Financial USA, Inc., a multi-bank holding company, provides commercial, small business, and consumer banking services to individuals and businesses in the United States. Heartland Financial USA, Inc. was founded in 1981 and is headquartered in Dubuque, Iowa. Heartland Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 2087 people.Things to note about Heartland Financial USA performance evaluation
Checking the ongoing alerts about Heartland Financial for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Heartland Financial USA help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Heartland Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Heartland Financial's preferred stock performance include:- Analyzing Heartland Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heartland Financial's stock is overvalued or undervalued compared to its peers.
- Examining Heartland Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heartland Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heartland Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heartland Financial's preferred stock. These opinions can provide insight into Heartland Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Heartland Preferred Stock Analysis
When running Heartland Financial's price analysis, check to measure Heartland Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heartland Financial is operating at the current time. Most of Heartland Financial's value examination focuses on studying past and present price action to predict the probability of Heartland Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heartland Financial's price. Additionally, you may evaluate how the addition of Heartland Financial to your portfolios can decrease your overall portfolio volatility.