Financial investment – Purple Ribbon Project http://purpleribbonproject.com/ Fri, 16 Sep 2022 07:09:47 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://purpleribbonproject.com/wp-content/uploads/2021/10/icon-12.png Financial investment – Purple Ribbon Project http://purpleribbonproject.com/ 32 32 Critical analysis: MidCap Financial Investment (MFIC) and its rivals https://purpleribbonproject.com/critical-analysis-midcap-financial-investment-mfic-and-its-rivals/ Fri, 16 Sep 2022 07:09:47 +0000 https://purpleribbonproject.com/critical-analysis-midcap-financial-investment-mfic-and-its-rivals/ MidCap Financial Investment (NASDAQ: MFIC – Get a rating) is one of 199 public companies in the “Investment Offices, Not Elsewhere Classified” sector, but how does it compare to its peers? We will compare MidCap Financial Investment to similar companies based on the strength of its risk, dividends, earnings, profitability, valuation, analyst recommendations and institutional […]]]>

MidCap Financial Investment (NASDAQ: MFICGet a rating) is one of 199 public companies in the “Investment Offices, Not Elsewhere Classified” sector, but how does it compare to its peers? We will compare MidCap Financial Investment to similar companies based on the strength of its risk, dividends, earnings, profitability, valuation, analyst recommendations and institutional ownership.

Analyst Notes

This is a breakdown of recent ratings and target prices for MidCap Financial Investment and its peers, as reported by MarketBeat.com.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
MidCap Financial Investment 0 0 0 0 N / A
MidCap Financial Investment Competitors 108 538 634 4 2.42

As a group, “Investment Offices, Not Elsewhere Classified” companies have an upside potential of 17.71%. Since MidCap Financial Investment peers have higher upside potential, analysts clearly believe that MidCap Financial Investment has less favorable growth aspects than its peers.

Insider and Institutional Ownership

28.6% of MidCap Financial Investment shares are held by institutional investors. By comparison, 23.0% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by institutional investors. 0.9% of shares of MidCap Financial Investment are held by insiders of the company. By comparison, 6.5% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by insiders. Strong institutional ownership indicates that large money managers, endowments, and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

MidCap Financial Investment has a beta of 1.57, suggesting its stock price is 57% more volatile than the S&P 500. In comparison, MidCap Financial Investment’s peers have a beta of 0.66, suggesting that their average price is 34% less volatile than the S&P. 500.

Profitability

This table compares the net margins, return on equity and return on assets of MidCap Financial Investment and its peers.

Net margins Return on equity return on assets
MidCap Financial Investment 25.87% 9.28% 3.55%
MidCap Financial Investment Competitors -161.70% 7.16% 3.18%

Dividends

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.8%. MidCap Financial Investment pays out 142.5% of its earnings as a dividend, suggesting that it may not have enough earnings to cover its dividend payment in the future. As a group, the “Investment Offices, Not Elsewhere Classified” companies pay a dividend yield of 11.5% and pay out 333.3% of their profits as a dividend.

Benefits and evaluation

This table compares the gross revenue, earnings per share and market valuation of MidCap Financial Investment and its peers.

Gross revenue Net revenue Price/earnings ratio
MidCap Financial Investment $213.15 million $82.36 million 14.53
MidCap Financial Investment Competitors $98.85 million $64.84 million 9:42 p.m.

MidCap Financial Investment has higher revenue and profit than its peers. MidCap Financial Investment trades at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Summary

MidCap Financial Investment beats its peers on 8 of the 12 factors compared.

About MidCap Financial Investment

(Get a rating)

Apollo Investment Corporation is a non-diversified, externally managed closed-end business development and investment company. It is elected to be treated as a business development company (BDC) under the Investment Companies Act 1940 (the 1940 Act) specializing in private equity investments in leveraged buyouts, acquisitions , recapitalizations, growth capital, refinancing and middle market private companies. It provides direct equity, mezzanine loans, senior secured loans, senior extended loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in thinly traded public company securities and may acquire secondary market investments and structured products. He prefers to invest in preferred stocks, common stocks/interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high quality debt securities that mature in one year or less, high yield bonds, distressed debt securities, non-U.S. investments or thinly traded public company securities. It also focuses on other investments such as secured loan obligations (CLOs) and credit-linked notes (CLNs). The fund generally invests in construction and building materials, business services, plastics and rubber, advertising, capital goods, education, cable television, chemicals, commodities/goods durable and non-durable consumer goods and customer services, direct marketing, energy – oil and gas, electricity and utilities. The fund also invests in aerospace and defense, wholesale, telecommunications, financial services, hospitality, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high-tech industries, beverages, food and tobacco, manufacturing, media – diversified and production, printing and publishing, retail, automation, aviation and consumer transportation, transportation, freight and distribution . It invests mainly in the United States. It primarily invests between $20 million and $250 million in its portfolio companies. The fund seeks to make investments with stated maturities of five to 10 years.



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Houlihan Lokey: My number one financial investment (NYSE: HLI) https://purpleribbonproject.com/houlihan-lokey-my-number-one-financial-investment-nyse-hli/ Wed, 07 Sep 2022 18:25:00 +0000 https://purpleribbonproject.com/houlihan-lokey-my-number-one-financial-investment-nyse-hli/ gorodenkoff/iStock via Getty Images Financial advisors know how to perform well Trust is a great theme to base an investment on. Uncertainty, or a lack of confidence, can be reflected in volatile valuations, underperformance and poor overall financial condition. In the financial sector, this can be seen with the extremely low valuations and poor performance […]]]>

gorodenkoff/iStock via Getty Images

Financial advisors know how to perform well

Trust is a great theme to base an investment on. Uncertainty, or a lack of confidence, can be reflected in volatile valuations, underperformance and poor overall financial condition. In the financial sector, this can be seen with the extremely low valuations and poor performance of major banks and corporates as historical issues weigh on investor sentiment. Therefore, it is important to choose a company that customers trust and that has multiple ways of reflecting stability and certainty. I believe Houlihan Lokey (NYSE: HLI) reflects that sentiment, and the company is my largest and only financial holding company.

HLI is a leading financial advisor with leading market share in several segments across the globe. In fact, HLI is the world’s No. 1 in mergers and acquisitions, restructuring, valuation and equity advisory, and private equity sponsorship. This puts HLI ahead of competitors such as Goldman Sachs (GS), JP Morgan (JPM), Moelis (MC) and Raymond James (RJF). I discuss the details of the company in depth in my first coverage, and would recommend getting the background details there. In this article, I will highlight the key reasons why HLI provides a level of certainty, both quantitative and qualitative, that investors can rely on.

A summary by Houlihan Lokey

HLI July Investor Presentation

There are some important qualities in HLI’s revenue mix that present qualities to look for. Financial services are not high growth sectors, so it will be important to assess how the business can offset volatility and cyclicality. The three main advantages are:

  • Diversification between industries reduces the risk associated with the cyclicality of the industry.

  • Leadership in deals under US$1 billion and a predominantly mid-size customer base reduce revenue volatility from individual deals.

  • Most clients are private companies and institutions, which reduces volatility due to advertising, market sentiment and transaction speed.

Diversification is key, as is flying under the radar. By focusing on mid-caps and private markets, HLI can continue to win praise within financial circles but not face the scrutiny of shareholders. I believe that if HLI were working on high profile cases, stocks would experience increased volatility. Additionally, while some worry about bear markets and economic downturns, HLI is unaffected by mergers and acquisitions and restructurings. As reported recently, bankruptcies are back on the rise after a hiatus during the pandemic, which will drag growth into the impending “recession”.

A summary of transactions by industry compared to peers

HLI July Investor Presentation

Income diversification according to different measures

HLI July Investor Presentation

There is financial data to support the ebb and flow of each revenue segment. As shown in the image below, financial restructuring revenue has only grown at an annual rate of 5% over the past five years, while corporate finance is booming. This creates an imbalance in the mix, but as the corporate finance market cools, restructuring will begin to grow again. However, due to the unique nature of the current bear market where most companies are in good financial health, mergers and acquisitions are keeping volumes high. According bath search:

Market value of M&A deals in trillions

Bath

Therefore, I expect solid growth to continue across the board for HLI, primarily with corporate finance. Then, if markets cool down from the high levels seen in recent years, restructurings could become the key segment. Fortunately, bear markets tend not to inhibit trading volume, and problems with HLI growth should eventually be limited. Take advantage of short-term pessimism and trust HLI to continue its uptrend. This would relate to historic CAGR revenue growth of around 15-17%, with recent growth exceeding that. Moreover, the strong growth has not come at the expense of profitability and, in fact, net profit margins have peaked in recent years.

Houlihan Lokey’s recent rise to market leadership in its business segments will support momentum that will exceed current growth expectations. Just look at how revenue was below $1 billion a year after HLI spun off from my second favorite financial company, Orix (IX), in 2015. Rising to over $2.7 billion in revenue per year has been quick, but no barriers to growth exist in my opinion. Remember that HLI does not suffer from AUM, interest rate or economic growth issues, and instead relies on advisory fees which may increase as HLI expands its prowess and expertise. at all abilities.

Growth broken down by revenue segment, commented

HLI July Investor Presentation

HLI revenue and growth data

Koyfin

HLI net income and fcf data

Koyfin

Growth often comes at a cost, but in the case of HLI, profits are unaffected and improve. Instead, we have to look elsewhere to address some potential downsides to recent performance. First, the company has a moderate dividend yield that hovers between 1% and 3%. In addition, the payout ratio varies by quarter, but averages between 40-50%. However, the dividend has increased steadily and there is no dilution for shareholders.

The reason for the decline in direct returns to shareholders is the result of frequent cash acquisitions to expand the capabilities of the business, and it is a better use of capital for long-term investors than buyouts. or higher yield. As the world’s leading financial advisor, HLI knows what it’s doing to keep its own business from failing, in my opinion.

HLI shareholder earnings data

Koyfin

A summary of recent acquisitions

HLI July Investor Presentation

Regardless of the exact growth rate or profit margin, I expect significant returns with a long position. Although HLI already holds significant market shares in its areas of expertise, the company continues to develop, particularly abroad. No debt and plenty of cash allow frequent accretive acquisitions to continue to extend their lead. If necessary, they can either forego acquisitions or continue to expand based on their market analysis. It is even possible to increase profits with higher fee services, which could do wonders for the valuation of the business.

A summary of future growth potential

HLI July Investor Presentation

Expenditure, balance sheet and cash management data

HLI July Investor Presentation

Even with an increase of more than 300% over the past 7 years, HLI is currently experiencing a low valuation. Although the company has the unfortunate risk of trading online with other financial companies, this only gives shareholders an opportunity to add at a bargain price. However, the volatility is not as extreme as that of other assets and recurring investments are likely to yield good long-term results. As such, I will be looking to see HLI continue to extend significant outperformance versus financial funds, such as the SPDR Financial Select Fund (XLF). Unfortunately, we can only look back on the 2015 valuation metrics, and that doesn’t indicate where a valuation low point may go, but I remain confident of the company’s ability to survive a market. prolonged bearish.

Yield and HLI valuation

Koyfin

Do you also think Houlihan Lokey’s finances allow for a high level of trust between investors and the company? The market seems to agree as HLI’s valuation remains one of the highest in the industry. However, I expect significant outperformance regardless of price and will add on a recurring basis. In fact, I will be looking to make HLI one of the top 3 holdings in my portfolio (especially since a few of my holdings have been purchased recently). I will emphasize that it is best never to be completely comfortable, so I will check finances regularly. Stay tuned for more updates along the way.

Thanks for reading.

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MidCap Financial Investment (MFIC) and its rivals Financial comparison https://purpleribbonproject.com/midcap-financial-investment-mfic-and-its-rivals-financial-comparison/ Tue, 23 Aug 2022 05:38:49 +0000 https://purpleribbonproject.com/midcap-financial-investment-mfic-and-its-rivals-financial-comparison/ MidCap Financial Investment (NASDAQ: MFIC – Get a rating) is one of 199 publicly traded companies in the “Investment Offices, Not Elsewhere Classified” industry, but how does it differ from its competitors? We will compare MidCap Financial Investment to related companies based on valuation strength, institutional ownership, dividends, earnings, analyst recommendations, risk and return. Volatility […]]]>

MidCap Financial Investment (NASDAQ: MFICGet a rating) is one of 199 publicly traded companies in the “Investment Offices, Not Elsewhere Classified” industry, but how does it differ from its competitors? We will compare MidCap Financial Investment to related companies based on valuation strength, institutional ownership, dividends, earnings, analyst recommendations, risk and return.

Volatility and risk

MidCap Financial Investment has a beta of 1.65, which means its stock price is 65% more volatile than the S&P 500. Comparatively, MidCap Financial Investment’s competitors have a beta of 0.66, which means that their average price is 34% less volatile than the S&P. 500.

Profitability

This table compares the net margins, return on equity and return on assets of MidCap Financial Investment and its competitors.

Net margins Return on equity return on assets
MidCap Financial Investment 25.87% 9.28% 3.55%
MidCap Financial Investment Competitors -161.70% 7.16% 3.18%

Dividends

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.4%. MidCap Financial Investment pays out 142.5% of its earnings as a dividend, suggesting that it may not have enough earnings to cover its dividend payment in the future. As a group, the “Investment Offices, Not Elsewhere Classified” companies pay a dividend yield of 10.9% and pay out 301.5% of their profits as a dividend.

Analyst Recommendations

This is a summary of current ratings and price targets for MidCap Financial Investment and its rivals, as reported by MarketBeat.com.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
MidCap Financial Investment 0 0 0 0 N / A
MidCap Financial Investment Competitors 107 531 634 4 2.42

As a group, the “Investment Offices, Not Elsewhere Classified” companies have an upside potential of 12.59%. Considering the likely higher upside of the rivals of MidCap Financial Investment, analysts clearly believe that MidCap Financial Investment has less favorable growth aspects than its rivals.

Institutional and Insider Ownership

30.8% of the shares of MidCap Financial Investment are held by institutional investors. By comparison, 25.4% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by institutional investors. 0.9% of shares of MidCap Financial Investment are held by insiders of the company. By comparison, 6.4% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by insiders. Strong institutional ownership indicates that hedge funds, endowments, and large fund managers believe a company is poised for long-term growth.

Valuation and benefits

This table compares the gross income, earnings per share (EPS) and valuation of MidCap Financial Investment and its rivals.

Gross revenue Net revenue Price/earnings ratio
MidCap Financial Investment $213.15 million $82.36 million 15.11
MidCap Financial Investment Competitors $98.85 million $64.84 million 21.22

MidCap Financial Investment has higher revenue and profit than its competitors. MidCap Financial Investment trades at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Summary

MidCap Financial Investment beats its rivals on 8 of the 12 factors compared.

MidCap Financial Investment Company Profile

(Get a rating)

Apollo Investment Corporation is a non-diversified, externally managed closed-end business development and investment company. It is elected to be treated as a business development company (BDC) under the Investment Companies Act 1940 (the 1940 Act) specializing in private equity investments in leveraged buyouts, acquisitions , recapitalizations, growth capital, refinancing and middle market private companies. It provides direct equity, mezzanine loans, senior secured loans, extended senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in thinly traded public company securities and may acquire secondary market investments and structured products. He prefers to invest in preferred stocks, common stocks/interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high quality debt securities that mature in one year or less, high yield bonds, distressed debt securities, non-U.S. investments or thinly traded public company securities. It also focuses on other investments such as secured loan obligations (CLOs) and credit-linked notes (CLNs). The fund generally invests in construction and building materials, business services, plastics and rubber, advertising, capital goods, education, cable television, chemicals, commodities/goods durable and non-durable consumer goods and customer services, direct marketing, energy – oil and gas, electricity and utilities. The fund also invests in aerospace and defense, wholesale, telecommunications, financial services, hospitality, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high-tech industries, beverages, food and tobacco, manufacturing, media – diversified and production, printing and publishing, retail, automation, aviation and consumer transportation, transportation, freight and distribution . It invests mainly in the United States. It primarily invests between $20 million and $250 million in its portfolio companies. The fund seeks to make investments with stated maturities of five to 10 years.



Get news and reviews for MidCap Financial Investment Daily – Enter your email address below to receive a concise daily summary of the latest news and analyst notes for MidCap Financial Investment and related companies with MarketBeat.com’s free daily email newsletter.

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Comparison of MidCap Financial Investment (NASDAQ:MFIC) and MFS Municipal Income Trust (NYSE:MFM) https://purpleribbonproject.com/comparison-of-midcap-financial-investment-nasdaqmfic-and-mfs-municipal-income-trust-nysemfm/ Mon, 22 Aug 2022 06:04:04 +0000 https://purpleribbonproject.com/comparison-of-midcap-financial-investment-nasdaqmfic-and-mfs-municipal-income-trust-nysemfm/ MidCap Financial Investment (NASDAQ: MFIC – Get a rating) and MFS Municipal Income Trust (New York Stock Exchange: MFM – Get a rating) are both small cap finance companies, but which is the better stock? We’ll compare the two companies based on their risk strength, valuation, analyst recommendations, profitability, earnings, dividends and institutional ownership. Profitability […]]]>

MidCap Financial Investment (NASDAQ: MFICGet a rating) and MFS Municipal Income Trust (New York Stock Exchange: MFMGet a rating) are both small cap finance companies, but which is the better stock? We’ll compare the two companies based on their risk strength, valuation, analyst recommendations, profitability, earnings, dividends and institutional ownership.

Profitability

This table compares the net margins, return on equity and return on assets of MidCap Financial Investment and MFS Municipal Income Trust.

Net margins Return on equity return on assets
MidCap Financial Investment 25.87% 9.28% 3.55%
MFS Municipal Income Trust N / A N / A N / A

Valuation and benefits

This table compares the revenue, earnings per share (EPS), and valuation of MidCap Financial Investment and MFS Municipal Income Trust.

Gross revenue Price/sales ratio Net revenue Earnings per share Price/earnings ratio
MidCap Financial Investment $213.15 million 3.94 $82.36 million $0.87 15.21
MFS Municipal Income Trust N / A N / A N / A N / A N / A

MidCap Financial Investment has higher income and profit than MFS Municipal Income Trust.

Institutional and insider ownership

30.8% of the shares of MidCap Financial Investment are held by institutional investors. By comparison, 25.5% of the shares of MFS Municipal Income Trust are held by institutional investors. 0.9% of shares of MidCap Financial Investment are held by insiders. By comparison, 0.8% of the shares of MFS Municipal Income Trust are held by insiders. Strong institutional ownership indicates that large fund managers, endowments, and hedge funds believe a company will outperform the market over the long term.

Volatility and risk

MidCap Financial Investment has a beta of 1.65, suggesting its stock price is 65% more volatile than the S&P 500. In comparison, MFS Municipal Income Trust has a beta of 0.36, suggesting its stock price of its stock is 64% less volatile than the S&P 500. .

Dividends

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.4%. MFS Municipal Income Trust pays an annual dividend of $0.27 per share and has a dividend yield of 4.8%. MidCap Financial Investment pays out 142.5% of its earnings as a dividend, suggesting that it may not have enough earnings to cover its dividend payment in the future.

Analyst Notes

This is a breakdown of the current ratings and target prices for MidCap Financial Investment and MFS Municipal Income Trust, as provided by MarketBeat.com.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
MidCap Financial Investment 0 0 0 0 N / A
MFS Municipal Income Trust 0 0 0 0 N / A

Summary

MidCap Financial Investment beats MFS Municipal Income Trust on 8 out of 9 factors compared between the two stocks.

About MidCap Financial Investment

(Get a rating)

Apollo Investment Corporation is a non-diversified, externally managed closed-end business development and investment company. It is elected to be treated as a business development company (BDC) under the Investment Companies Act 1940 (the 1940 Act) specializing in private equity investments in leveraged buyouts, acquisitions , recapitalizations, growth capital, refinancing and middle market private companies. It provides direct equity, mezzanine loans, senior secured loans, extended senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in thinly traded public company securities and may acquire secondary market investments and structured products. He prefers to invest in preferred stocks, common stocks/interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high quality debt securities that mature in one year or less, high yield bonds, distressed debt securities, non-U.S. investments or thinly traded public company securities. It also focuses on other investments such as secured loan obligations (CLOs) and credit-linked notes (CLNs). The fund generally invests in construction and building materials, business services, plastics and rubber, advertising, capital goods, education, cable television, chemicals, commodities/goods durable and non-durable consumer goods and customer services, direct marketing, energy – oil and gas, electricity and utilities. The fund also invests in aerospace and defense, wholesale, telecommunications, financial services, hospitality, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high-tech industries, beverages, food and tobacco, manufacturing, media – diversified and production, printing and publishing, retail, automation, aviation and consumer transportation, transportation, freight and distribution . It invests mainly in the United States. It primarily invests between $20 million and $250 million in its portfolio companies. The fund seeks to make investments with stated maturities of five to 10 years.

About MFS Municipal Income Trust

(Get a rating)

MFS Municipal Income Trust LogoMFS Municipal Income Trust is a closed-end, fixed-income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in US bond markets. It invests primarily in tax-exempt bonds and tax-exempt notes. The fund compares the performance of its portfolio to the Barclays Municipal Bond Index. MFS Municipal Income Trust was founded on November 25, 1986 and is domiciled in the United States.



Get news and reviews for MidCap Financial Investment Daily – Enter your email address below to receive a concise daily summary of the latest news and analyst notes for MidCap Financial Investment and related companies with MarketBeat.com’s free daily email newsletter.

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Warren Buffett’s Berkshire Hathaway boosts Ally Financial investment https://purpleribbonproject.com/warren-buffetts-berkshire-hathaway-boosts-ally-financial-investment/ Fri, 19 Aug 2022 15:29:55 +0000 https://purpleribbonproject.com/warren-buffetts-berkshire-hathaway-boosts-ally-financial-investment/ A regulatory filing from earlier this week shows that Buffett’s Berkshire Hathaway Inc. has more than tripled its stake in Ally (NYSE:ALLY) in the last quarter, racking up more than $1 billion in interest based on the price. of the company’s action on Friday. Morning. In the second quarter of this year, Omaha-based Berkshire’s stake […]]]>

A regulatory filing from earlier this week shows that Buffett’s Berkshire Hathaway Inc. has more than tripled its stake in Ally (NYSE:ALLY) in the last quarter, racking up more than $1 billion in interest based on the price. of the company’s action on Friday. Morning.

In the second quarter of this year, Omaha-based Berkshire’s stake in Ally grew from about 9 million shares to 30 million shares, according to the filing. Buffett’s conglomerate now owns nearly 10% of Ally.

A Reuters report of the beginning of this week underlines that the deposit does not specify whether it was Buffett or his portfolio managers, Todd Combs and Ted Weschler, who made the Ally stock purchases and sales. Larger investments are normally those of Buffett, according to Reuters.

Buffett’s portfolio also includes significant holdings in Apple, Chevron, Coca-Cola and Kroger. Berkshire also has a roughly $2 billion stake in Detroit-based General Motors Co., or about 3.6% of the company at the end of 2021, according to an annual letter from Buffett to Berkshire Hathaway shareholders.

A spokesperson for Ally Financial declined to comment on the investment, and a message left with Berkshire Hathaway was not returned Friday morning.

While Ally shares jumped earlier this week on news that Berkshire had increased its stake in the company, the lender’s year-to-date shares have fallen more than 25%.

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MIDCAP FINANCIAL INVESTMENT CORP: Amendments to the articles of association or regulations; Change of fiscal year, submission of questions to a vote of securityholders, financial statements and supporting documents (Form 8-K) https://purpleribbonproject.com/midcap-financial-investment-corp-amendments-to-the-articles-of-association-or-regulations-change-of-fiscal-year-submission-of-questions-to-a-vote-of-securityholders-financial-statements-and-suppo/ Fri, 12 Aug 2022 20:33:06 +0000 https://purpleribbonproject.com/midcap-financial-investment-corp-amendments-to-the-articles-of-association-or-regulations-change-of-fiscal-year-submission-of-questions-to-a-vote-of-securityholders-financial-statements-and-suppo/ Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change of fiscal year. On August 12, 2022, Apollo Investment Company (the “Corporation”) has filed articles of amendment (the “Articles of Amendment”) to the Corporation’s Charter (the “Charter”) with the Maryland State Department of Assessments and Taxation change the name of the Company from “Apollo Investment […]]]>

Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change of fiscal year.

On August 12, 2022, Apollo Investment Company (the “Corporation”) has filed articles of amendment (the “Articles of Amendment”) to the Corporation’s Charter (the “Charter”) with the Maryland State Department of Assessments and Taxation change the name of the Company from “Apollo Investment Company” at “MidCap Financial Investment Corporation.” Immediately after the Articles of Amendment were filed, the Corporation filed Articles of Restatement (the “Restatements”) to fully restate the Charter to include all provisions of the Charter then in effect. The Articles of Amendment and the Articles of Restatement became effective on August 12, 2022. In addition, the Company has adopted its Sixth Amended and Restated Articles (as amended and restated, the “Bylaws”), effective August 12, 2022only to reflect the name change.

The above summary of Articles of Amendment, Articles of Restatement and Articles is qualified in its entirety by reference to the full text of the Articles of Amendment, Articles of Restatement and Articles, which are filed herewith as Exhibit 3.1, Exhibit 3.2 and Exhibit 3.3. , respectively, and each of which is incorporated herein by reference.

Section 5.07 Submission of Matters to a Vote of Securityholders.

Annual meeting:

On August 9, 2022, the Company held its annual meeting of shareholders (the “Annual Meeting”). At the Annual Meeting, the Company’s shareholders approved two proposals. The proposals are described in detail in the Company’s definitive proxy statement for the annual meeting, as filed with the Security and Exchange Commission (the “SEC”) on June 23, 2022. Of the June 13, 2022 on the record date, 63,518,718 ordinary shares were entitled to vote.

Proposal 1: The shareholders of the Company have elected two Class III directors of the Company, who will each serve for three years, or until his successor is duly elected and qualified, as follows:

         Name of Director         FOR            WITHHELD        BROKER-NON-VOTE
         Carmencita Whonder     26,546,871        5,142,329            16,790,746
         Elliot Stein, Jr.      18,348,943       13,340,257            16,790,746

Proposal 2: The shareholders of the Company ratify the selection of Deloitte & Touche srl as the registered independent public accounting firm of the Company for the year ending March 31, 2023as following:


                FOR          WITHHELD       ABSTAIN       BROKER-NON-VOTE
                47,321,775     594,483       563,6889                   -


Item 9.01 Financial statements and supporting documents.

(d) Exhibits.

Exhibit No.                                  Description
3.1                 Articles of Amendment, dated August 12, 2022.

3.2                 Articles of Restatement, dated August 12, 2022.

3.3                 Sixth Amended and Restated Bylaws, amended and restated as of
                  August 12, 2022.

————————————————– ——————————

© Edgar Online, source Previews

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Taiwan Semiconductor: Announcement of financial investment acquisition of Achi Capital GP Limited. https://purpleribbonproject.com/taiwan-semiconductor-announcement-of-financial-investment-acquisition-of-achi-capital-gp-limited/ Wed, 10 Aug 2022 07:26:27 +0000 https://purpleribbonproject.com/taiwan-semiconductor-announcement-of-financial-investment-acquisition-of-achi-capital-gp-limited/ close Provided by: TAIWAN SEMICONDUCTOR CO., LTD. SEQ_NO 1 announcement date 2022/08/10 Announcement time 15:21:39 Matter Announcement to acquire in financial investment of Achi Capital GP Limited. Date of events 2022/08/10 What item it responds to paragraph 24 Statement 1.Name and nature of the underlying security (if […]]]>







close

Provided by: TAIWAN SEMICONDUCTOR CO., LTD.

SEQ_NO

1

announcement date

2022/08/10

Announcement time

15:21:39

Matter

 Announcement to acquire in financial investment of
Achi Capital GP Limited.

Date of events

2022/08/10

What item it responds to

paragraph 24

Statement

1.Name and nature of the underlying security (if
 preferred shares, the terms and conditions of
issuance shall also be indicated, e.g., dividend
yield):Achi Capital GP Limited.
2.Date of occurrence of the event:2022/08/10
3.No., unit price, and monetary amount of the
transaction:NA; NA; not higher than USD 5 million
4.Counterparty to the trade and its relationship to
the company (if the trading counterparty is a natural
 person and not a related party of the company,
its name is not required to be disclosed):
Trading counterparty: Achi Capital GP Limited.
Its relationship with the Company:None
5.Where the counterparty to the trade is a related
party, an announcement shall also be made of the
reason for choosing the related party as trading
counterparty and the identity of the previous owner,
including its relationship with the company and the
trading counterparty, the price of the ownership
transfer, and date of transfer:NA
6.Where the owner of the underlying securities within
 the past five years has been a related party of the
 company, an announcement shall also include the
dates and prices of acquisition and disposal by the
 related party and its relationship with the company
 at the time:NA
7.Matters related to the creditor's rights currently
 being disposed of (including type of collateral of
 the disposed creditor's rights; if the creditor's
 rights are creditor's rights over a related party,
the name of the related party and the book amount of
such creditor's rights currently being disposed of
must also be announced):NA
8.Profit (or loss) from the disposal (not applicable
in cases of acquisition of securities) (where originally
 deferred, the status or recognition shall be stated
and explained):NA
9.Terms of delivery or payment (including payment
period and monetary amount), restrictive covenants
in the contract, and other important stipulations:
Depend on contractual arrangements
10.The manner in which the current transaction was
decided, the reference basis for the decision on
price, and the decision-making unit:
Depend on contractual arrangements;
The decision-making unit:Board of Directors
11.Net worth per share of company of the underlying
securities acquired or disposed of:NA
12.The discrepancy between the reference price of
private placement company and the transaction amount
per share is 20 percent or more:NA
13.Restrictions (e.g., pledges) on cumulative no.,
amount, and shareholding ratio and rights of the
securities being traded (including the current transaction)
 as of the date of occurrence:
Amount: not higher than USD 5 million;
Shareholding percentage:Depend on the actual fundraising situation;
Restriction of rights:None
14.Privately placed securities (including the current
transaction) as a percentage of total assets of the
company and shareholder's equity of the parent
company on the latest financial statements, and
the operating capital on the latest financial statements
 as of the date of occurrence:
The ratio of total assets is 1.50%;
The ratio of shareholders' equity is 2.05%
Working capital is NTD 1,026,573 thousand dollars
15.Broker and broker's fee:NA
16.Concrete purpose or use of the acquisition or
 disposition:Financial investment
17.Whether the directors expressed any objection to
the present transaction:None
18.Whether the trading counterparty is a related
party:None
19.Date of approval by board of directors:2022/08/10
20.Recognition date by supervisors or approval date by
audit committee:2022/08/10
21.Whether the CPA issued an opinion on the
unreasonableness of the current transaction:NA
22.Name of the CPA firm:NA
23.Name of the CPA:NA
24.License no. of the CPA:NA
25.Any other matters that need to be specified:NA

Disclaimer

Taiwan Semiconductor Co.Ltd. published this content on August 10, 2022 and is solely responsible for the information contained therein. Distributed by Audienceunedited and unmodified, on August 10, 2022 07:25:06 UTC.

Public now 2022

All news about TAIWAN SEMICONDUCTOR CO., LTD.

Analyst Recommendations for TAIWAN SEMICONDUCTOR CO., LTD.

2022 sales 16,660 million
556M
556M
Net income 2022 1,492 million
49.8M
49.8M
Net debt 2022

PER 2022 ratio 14.3x
2022 return
Capitalization 20,019m
669M
669M
capi. / Sales 2022 1.20x
EV / Sales 2023
# of employees
Floating 76.5%

Chart TAIWAN SEMICONDUCTOR CO., LTD.


Duration :

Period :




Taiwan Semiconductor Co., Ltd. Technical Analysis Chart  |  MarketScreener

Trends Technical Analysis TAIWAN SEMICONDUCTOR CO., LTD.

Short term Middle term Long term
Tendencies Neutral Neutral Neutral



Evolution of the income statement

Sale

To buy

Medium consensus HOLD
Number of analysts 1
Last closing price TWD80.50
Average target price TWD90.00
Average Spread / Target 11.8%


]]>
MESIROW M FINANCIAL INVESTMENT – GuruFocus.com https://purpleribbonproject.com/mesirow-m-financial-investment-gurufocus-com/ Mon, 08 Aug 2022 22:01:29 +0000 https://purpleribbonproject.com/mesirow-m-financial-investment-gurufocus-com/ MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity and fixed income securities recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30. The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, […]]]>

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity and fixed income securities recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

353 NORTH CLARK ST CHICAGO, IL 60654

According to the latest 13F report, the guru’s stock portfolio contained 125 stocks valued at a total of $782.00 million. The main titles were VOO (4.35%), RGA (1.97%) and DOC (1.88%).

According to data from GuruFocus, these were MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income’s top five deals of the quarter.

Ovintiv Inc

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income reduced its investment in NYSE:OVV by 258,985 shares. The transaction had an impact of 1.55% on the equity portfolio. During the quarter, the stock traded at an average price of $51.58.

On 08/08/2022, Ovintiv Inc traded at a price of $47.42 per share and a market capitalization of $12.06 billion. The stock has returned 89.42% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Ovintiv Inc has a price/earnings ratio of 14.85, a price/book ratio of 2.62, an EV/Ebitda ratio of 7.26 and a price/sales ratio of 1.42.

The GF price-to-value ratio is 1.60, giving the stock a GF value rank of 1.

The Hannover Insurance Group Inc

The guru established a new position worth 80,010 shares in NYSE:THG, giving the stock a 1.5% weighting in the equity portfolio. The shares traded at an average price of $146.81 during the quarter.

On 08/08/2022, The Hanover Insurance Group Inc traded at a price of $127.48 per share and a market capitalization of $4.54 billion. The stock has returned -5.19% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, The Hanover Insurance Group Inc has a price-to-earnings ratio of 14.17, a price-to-book ratio of 1.78, a price-to-earnings-to-growth (PEG) ratio of 0.46, an EV ratio of /EBITDA of 11.38 and a price-to-sales ratio of 0.89.

The GF price/value ratio is 0.89, giving the stock a GF value rank of 7.

Huron Consulting Group Inc

The guru established a new position worth 172,067 shares in NAS:HURN, giving the stock a 1.43% weighting in the equity portfolio. The shares traded at an average price of $56.28 during the quarter.

On 08/08/2022, Huron Consulting Group Inc traded at a price of $66.79 per share and a market capitalization of $1.39 billion. The stock has returned 40.14% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Huron Consulting Group Inc has a price to earnings ratio of 16.62, a price to book ratio of 2.42, an EV to EBITDA ratio of 15.47 and a price to sales ratio of 1. 37.

The GF price/value ratio is 1.06, giving the stock a GF value rank of 5.

EQT Corp.

MESIROW FINANCIAL INVESTMENT MANAGEMENT – Equity & Fixed Income reduced its investment in NYSE:EQT by 362,290 shares. The transaction had an impact of 1.38% on the equity portfolio. During the quarter, the stock traded at an average price of $41.12.

On 08/08/2022, EQT Corp traded at a price of $41.34 per share and a market capitalization of $15.29 billion. The stock has returned 125.01% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, EQT Corp has a price-to-book ratio of 1.69, an EV/Ebitda ratio of 18.12 and a price-to-sales ratio of 1.50.

The GF price/value ratio is 1.22, giving the stock a GF value rank of 3.

Tenet Healthcare Corp

The guru sold his 143,000 share investment in NYSE:THC. Previously, the stock had a weighting of 1.36% in the equity portfolio. The shares traded at an average price of $69.85 during the quarter.

On 08/08/2022, Tenet Healthcare Corp traded at a price of $64.17 per share and a market capitalization of $6.92 billion. The stock has returned -6.65% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Tenet Healthcare Corp has a price/earnings ratio of 7.97, a price/book ratio of 6.36, a price/earnings/growth (PEG) ratio of 0.85, an EV/Ebitda ratio of 5.63 and a price-to-sales ratio of 0.37.

The GF price-to-value ratio is 1.23, giving the stock a GF value rank of 3.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

You want to give your opinion on this article ? Do you have questions or concerns? Contact us here or email us at [email protected]!

This article is general in nature and does not represent the views of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendation. It has been written without taking into account your personal situation or financial objectives. Our goal is to bring you data-driven fundamental analysis. The information on this site is in no way guaranteed to be complete, accurate or in any other way.

]]>
Financial Investment Mesirow M – GuruFocus.com https://purpleribbonproject.com/financial-investment-mesirow-m-gurufocus-com/ Wed, 20 Jul 2022 14:01:12 +0000 https://purpleribbonproject.com/financial-investment-mesirow-m-gurufocus-com/ Mesirow Financial Investment Management, Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30. The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of […]]]>

Mesirow Financial Investment Management, Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

353 N. CLARK ST. CHICAGO, IL 60654

According to the latest 13F report, the guru’s stock portfolio contained 69 stocks valued at a total of $21.00 million. Top holdings were UFPT (3.05%), TALO (2.50%) and SP (2.32%).

According to data from GuruFocus, these were Mesirow Financial Investment Management, Inc.’s top five deals of the quarter.

Malibu Boats Inc

The guru established a new position worth 5,779 shares in NAS:MBUU, giving the stock a 1.48% weighting in the equity portfolio. The shares traded at an average price of $54.35 during the quarter.

On 7/20/2022, Malibu Boats Inc traded at a price of $58.337 per share and a market capitalization of $1.19 billion. The stock has returned -26.36% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Malibu Boats Inc has a price/earnings ratio of 8.22, a price/book ratio of 2.51, a price/earnings/growth (PEG) ratio of 0.33, an EV/Ebitda ratio of 5.50 and a price-to-sales ratio of 1.03.

The GF price/value ratio is 0.71, giving the stock a GF value rank of 10.

Inotiv inc.

The guru sold his 16,676-share investment in NAS:NOTV. Previously, the stock had a weighting of 1.47% in the equity portfolio. The shares traded at an average price of $16.91 during the quarter.

On 7/20/2022, Inotiv Inc traded at a price of $14.63 per share and a market capitalization of $367.16 million. The stock has returned -47.54% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Inotiv Inc has a price-to-book ratio of 0.59, an EV/Ebitda ratio of -12.28 and a price-to-sales ratio of 1.12.

The GF price/value ratio is 0.83, giving the stock a GF value rank of 8.

AMMO inc.

The guru sold his 89,039 share investment in NAS:POWW. Previously, the stock had a weighting of 1.44% in the equity portfolio. The shares traded at an average price of $4.16 during the quarter.

On 7/20/2022, AMMO Inc traded at a price of $4.605 per share and a market capitalization of $530.48 million. The stock has returned -39.17% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, AMMO Inc has a price/earnings ratio of 18.20, a price/book ratio of 1.42, an EV/Ebitda ratio of 9.40 and a price/sales ratio of 2.24.

The GF price/value ratio is 0.33, giving the stock a GF value rank of 2.

Denny’s Corp.

The guru sold his 29,326 share investment in NAS:DENN. Previously, the stock had a weighting of 1.42% in the equity portfolio. The shares traded at an average price of $11.09 during the quarter.

On 7/20/2022, Denny’s Corp traded at a price of $9.27 per share and a market capitalization of $570.22 million. The stock has returned -36.97% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Denny’s Corp has a price/earnings ratio of 7.77, a price/earnings/growth (PEG) ratio of 2.35, an EV/EBITDA ratio of 6.80 and a price/sales ratio of 1. ,42.

The GF price-to-value ratio is 0.60, giving the stock a GF value rank of 8.

Arlo Technologies Inc.

The guru established a new position worth 46,384 shares in NYSE:ARLO, giving the stock a 1.41% weighting in the equity portfolio. The shares traded at an average price of $7.34 during the quarter.

On 7/20/2022, Arlo Technologies Inc traded at a price of $7.18 per share and a market capitalization of $607.16 million. The stock has returned 13.84% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Arlo Technologies Inc has a price to book ratio of 5.35, an EV to EBITDA ratio of -11.91 and a price to sales ratio of 1.24.

The GF price-to-value ratio is 1.00, giving the stock a GF value rank of 6.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

You want to give your opinion on this article ? Do you have questions or concerns? Contact us here or email us at [email protected]!

This article is general in nature and does not represent the views of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendation. It has been written without taking into account your personal situation or financial goals. Our goal is to bring you data-driven fundamental analysis. The information on this site is in no way guaranteed to be complete, accurate or in any other way.

]]>
Mesirow Financial Investment Management Inc. reduces its equity holdings in First Western Financial, Inc. (NASDAQ: MYFW) https://purpleribbonproject.com/mesirow-financial-investment-management-inc-reduces-its-equity-holdings-in-first-western-financial-inc-nasdaq-myfw/ Tue, 19 Jul 2022 14:36:46 +0000 https://purpleribbonproject.com/mesirow-financial-investment-management-inc-reduces-its-equity-holdings-in-first-western-financial-inc-nasdaq-myfw/ Mesirow Financial Investment Management Inc. reduced its stake in the shares of First Western Financial, Inc. (NASDAQ: MYFW – Get a rating) by 28.0% during the 1st quarter, according to the company in its last filing with the SEC. The fund held 12,892 shares of the company after selling 5,017 shares during the quarter. First […]]]>

Mesirow Financial Investment Management Inc. reduced its stake in the shares of First Western Financial, Inc. (NASDAQ: MYFWGet a rating) by 28.0% during the 1st quarter, according to the company in its last filing with the SEC. The fund held 12,892 shares of the company after selling 5,017 shares during the quarter. First Western Financial represents 1.4% of Mesirow Financial Investment Management Inc.’s holdings, making it its 29th largest holding. Mesirow Financial Investment Management Inc.’s holdings in First Western Financial were worth $403,000 when it last filed with the SEC.

Other large investors have also recently changed their holdings in the company. Sargent Bickham Lagudis LLC bought a new position in First Western Financial in Q1 worth $435,000. Riverwater Partners LLC bought a new position in First Western Financial in Q4 worth $531,000. Finally, River Oaks Capital LLC bought a new position in First Western Financial in Q4 worth $1,397,000. Institutional investors hold 38.94% of the company’s shares.

First Western Financial price performance

Shares of Stock MYFW opened at $27.37 on Tuesday. The company has a current ratio of 1.06, a quick ratio of 1.05 and a debt ratio of 0.27. The stock has a market capitalization of $259.19 million, a price/earnings ratio of 11.70 and a beta of 0.71. First Western Financial, Inc. has a 12-month low of $24.79 and a 12-month high of $34.20. The stock has a fifty-day simple moving average of $29.80 and a two-hundred-day simple moving average of $31.48.

First Western Financial (NASDAQ: MYFWGet a rating) last released its quarterly earnings data on Thursday, April 28. The company reported earnings per share of $0.61 for the quarter, beating analyst consensus estimates of $0.59 by $0.02. The company posted revenue of $26.92 million in the quarter, compared to $27.80 million expected by analysts. First Western Financial had a return on equity of 12.62% and a net margin of 19.13%. During the same period a year earlier, the company posted EPS of $0.74. On average, analysts predict that First Western Financial, Inc. will post EPS of 2.62 for the current fiscal year.

Insider buying and selling

In related news, the director David R. Duncan sold 1,780 shares of the company in a trade on Tuesday, May 24. The stock was sold at an average price of $30.77, for a total transaction of $54,770.60. Following the completion of the sale, the administrator now directly owns 40,380 shares of the company, valued at approximately $1,242,492.60. The sale was disclosed in a document filed with the Securities & Exchange Commission, available at the SEC website. In other news from First Western Financial, Director David R. Duncan sold 1,780 shares in a trade dated Tuesday, May 24. The stock was sold at an average price of $30.77, for a total value of $54,770.60. Following the completion of the sale, the administrator now directly owns 40,380 shares of the company, valued at $1,242,492.60. The transaction was disclosed in an SEC filing, available at this link. Also, director David R. Duncan sold 6,536 shares in a trade dated Tuesday, May 31. The shares were sold at an average price of $32.06, for a total value of $209,544.16. Following the completion of the sale, the director now owns 17,162 shares of the company, valued at $550,213.72. Disclosure of this sale can be found here. Insiders sold 12,490 shares of the company worth $393,208 in the past three months. 18.20% of the shares are held by insiders.

Changes to analyst ratings

Separately, Piper Sandler lowered her target price on First Western Financial to $36.00 in a Monday, July 4 report.

About First Western Financial

(Get a rating)

First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending and institutional asset management services. The Company operates through two segments: Wealth Management and Mortgages. The Wealth Management segment provides deposit, loan, insurance, trust and investment management advisory products and services.

Featured articles

Want to see which other hedge funds hold MYFW? Visit HoldingsChannel.com for the latest 13F documents and insider trading for First Western Financial, Inc. (NASDAQ: MYFWGet a rating).

Institutional ownership by quarter for First Western Financial (NASDAQ:MYFW)



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