Every investor in Unifin Financiera, S. A. B. de C. V. (BMV:UNIFINA) should be aware of the most powerful shareholder groups. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I generally like to see some degree of insider ownership, even if only a little. As Nassim Nicholas Taleb said, 'Don’t tell me what you think, tell me what you have in your portfolio.
Unifin Financiera S. A. B. de C. V is not a large company by global standards. It has a market capitalization of Mex$14b, which means it wouldn't have the attention of many institutional investors. Taking a look at our data on the ownership groups (below), it seems that institutions are noticeable on the share registry. Let's take a closer look to see what the different types of shareholders can tell us about Unifin Financiera S. A. B. de C. V.
What Does The Institutional Ownership Tell Us About Unifin Financiera S. A. B. de C. V?
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
We can see that Unifin Financiera S. A. B. de C. V does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Unifin Financiera S. A. B. de C. V's earnings history below. Of course, the future is what really matters.
Hedge funds don't have many shares in Unifin Financiera S. A. B. de C. V. Our data shows that Rodrigo Lebois Mateos is the largest shareholder with 15% of shares outstanding. With 14% and 7.8% of the shares outstanding respectively, Rodrigo Lebois Ocejo and Almudena Lebois Ocejo are the second and third largest shareholders. Almudena Lebois Ocejo, who is the third-largest shareholder, also happens to hold the title of Vice Chairman.
We also observed that the top 10 shareholders account for more than half of the share register, with a few smaller shareholders to balance the interests of the larger ones to a certain extent.
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. We're not picking up on any analyst coverage of the stock at the moment, so the company is unlikely to be widely held.
Insider Ownership Of Unifin Financiera S. A. B. de C. V
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.
Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.
Our information suggests that insiders maintain a significant holding in Unifin Financiera, S. A. B. de C. V.. Insiders own Mex$5.4b worth of shares in the Mex$14b company. It is great to see insiders so invested in the business. It might be worth checking if those insiders have been buying recently.
General Public Ownership
The general public, with a 46% stake in the company, will not easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.
It's always worth thinking about the different groups who own shares in a company. But to understand Unifin Financiera S. A. B. de C. V better, we need to consider many other factors. For example, we've discovered 4 warning signs for Unifin Financiera S. A. B. de C. V (1 is a bit concerning!) that you should be aware of before investing here.
Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of interesting companies.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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