This company has been acquired
PZN Stock Overview
Pzena Investment Management, Inc. is a employee owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 5/6 |
My Notes
Capture your thoughts, links and company narrative
Pzena Investment Management, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$9.65 |
| 52 Week High | US$11.75 |
| 52 Week Low | US$6.07 |
| Beta | 1.31 |
| 1 Month Change | 1.79% |
| 3 Month Change | 2.12% |
| 1 Year Change | -12.83% |
| 3 Year Change | 11.95% |
| 5 Year Change | -17.80% |
| Change since IPO | -51.97% |
Recent News & Updates
Pzena GAAP EPS of $0.15, revenue of $45.2M
Oct 20Pzena Investment Management AUM drops 12% on September
Oct 07Pzena Investment Management AUM ticks up M/M in August, but down from year ago
Sep 08Pzena goes ex-dividend tomorrow
Aug 03Recent updates
Pzena GAAP EPS of $0.15, revenue of $45.2M
Oct 20Pzena Investment Management AUM drops 12% on September
Oct 07Pzena Investment Management AUM ticks up M/M in August, but down from year ago
Sep 08Pzena goes ex-dividend tomorrow
Aug 03Pzena GAAP EPS of $0.15, revenue of $48.7M; goes private at $795M valuation
Jul 26Pzena Investment Management records ~11% sequential decline in June AUM
Jul 11Pzena Investment Management Q1 2022 Commentary
Jun 02Pzena Investment Management (NYSE:PZN) Is Paying Out A Larger Dividend Than Last Year
Feb 05
Pzena Investment Management May AUM sees a 74% surge Y/Y
Jun 08We Take A Look At Whether Pzena Investment Management, Inc's (NYSE:PZN) CEO May Be Underpaid
May 13Here's Why We're Wary Of Buying Pzena Investment Management's (NYSE:PZN) For Its Upcoming Dividend
Feb 07Pzena decreases dividend by ~17%
Feb 02Pzena Investment December AUM reports 6% growth
Jan 07Pzena Investment Management's (NYSE:PZN) Stock Price Has Reduced 28% In The Past Three Years
Dec 17
Consider This Before Buying Pzena Investment Management, Inc (NYSE:PZN) For The 8.5% Dividend
Nov 20Shareholder Returns
| PZN | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0.7% | -1.4% | -0.4% |
| 1Y | -12.8% | 36.5% | 20.8% |
Return vs Industry: PZN exceeded the US Capital Markets industry which returned -25.5% over the past year.
Return vs Market: PZN exceeded the US Market which returned -21.7% over the past year.
Price Volatility
| PZN volatility | |
|---|---|
| PZN Average Weekly Movement | 0.6% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 18.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: PZN's share price has been volatile over the past 3 months.
Volatility Over Time: PZN's weekly volatility has decreased from 8% to 1% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 146 | Rich Pzena | www.pzena.com |
Pzena Investment Management, Inc. is a employee owned investment manager. The firm manages equity mutual funds for its clients. It invests in the public equity markets.
Pzena Investment Management, Inc. Fundamentals Summary
| PZN fundamental statistics | |
|---|---|
| Market cap | US$710.99m |
| Earnings (TTM) | US$12.86m |
| Revenue (TTM) | US$197.67m |
12.5x
P/E Ratio0.8x
P/S RatioIs PZN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PZN income statement (TTM) | |
|---|---|
| Revenue | US$197.67m |
| Cost of Revenue | US$78.22m |
| Gross Profit | US$119.44m |
| Other Expenses | US$106.59m |
| Earnings | US$12.86m |
Last Reported Earnings
Sep 30, 2022
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.77 |
| Gross Margin | 60.43% |
| Net Profit Margin | 6.50% |
| Debt/Equity Ratio | 0% |
How did PZN perform over the long term?
See historical performance and comparisonDividends
6.4%
Current Dividend Yield71%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/10/31 15:44 |
| End of Day Share Price | 2022/10/28 00:00 |
| Earnings | 2022/09/30 |
| Annual Earnings | 2021/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Pzena Investment Management, Inc. is covered by 5 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Marc Irizarry | Goldman Sachs |
| Kenneth Worthington | J.P. Morgan |
| Larry Hedden | Keefe, Bruyette, & Woods |