Oak Valley Ownership

OVLY Stock  USD 31.26  0.29  0.94%   
The market capitalization of Oak Valley Bancorp is $243.07 Million. 30% of Oak Valley Bancorp outstanding shares are owned by third-party entities. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Note, that even with substantial debt, 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 at some point.
 
Shares in Circulation  
First Issued
2002-03-31
Previous Quarter
8.2 M
Current Value
8.3 M
Avarage Shares Outstanding
7.7 M
Quarterly Volatility
654.9 K
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Oak 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 Oak 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.
At this time, Oak Valley's Dividend Yield is fairly stable compared to the past year. Dividend Paid And Capex Coverage Ratio is likely to rise to 7.65 in 2024, whereas Dividends Paid is likely to drop slightly above 1.5 M in 2024. Common Stock Shares Outstanding is likely to rise to about 8.3 M in 2024. Net Income Applicable To Common Shares is likely to rise to about 27.7 M in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oak Valley Bancorp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Oak Stock Ownership Analysis

About 18.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.4. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oak Valley Bancorp last dividend was issued on the 29th of July 2024. The entity had 3:2 split on the 17th of January 2006. Oak Valley Bancorp operates as the bank holding company for Oak Valley Community Bank that provides a range of commercial banking services to individuals and small to medium-sized businesses in the Central Valley and the Eastern Sierras. The company was incorporated in 1990 and is headquartered in Oakdale, California. Oak Valley operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 209 people. To find out more about Oak Valley Bancorp contact Christopher Courtney at 209 848 2265 or learn more at https://www.ovcb.com.
Besides selling stocks to institutional investors, Oak 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 Oak 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 Oak 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.

Oak Valley Quarterly Liabilities And Stockholders Equity

1.9 Billion

Oak Valley Insider Trades History

About 18.0% of Oak Valley Bancorp are currently held by insiders. Unlike Oak 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 Oak 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 Oak Valley's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Oak Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Oak Valley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Oak Valley Bancorp backward and forwards among themselves. Oak Valley's institutional investor refers to the entity that pools money to purchase Oak 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
Banc Funds Co Llc2024-09-30
43.8 K
Empowered Funds, Llc2024-06-30
36.1 K
Morgan Stanley - Brokerage Accounts2024-06-30
33.1 K
Rbf Llc2024-06-30
30 K
Renaissance Technologies Corp2024-09-30
27.7 K
Bank Of New York Mellon Corp2024-06-30
26.3 K
American Century Companies Inc2024-09-30
21 K
Kestra Advisory Services, Llc2024-06-30
20.1 K
Charles Schwab Investment Management Inc2024-09-30
19.1 K
Blackrock Inc2024-06-30
434.1 K
Vanguard Group Inc2024-09-30
384.5 K
Note, although Oak 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.

Oak Valley Bancorp 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 Oak Valley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Oak 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 Oak 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.

Oak Valley Outstanding Bonds

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

Oak Valley Corporate Filings

10Q
13th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
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13A
8th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
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8K
21st of October 2024
Report filed with the SEC to announce major events that shareholders should know about
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F4
9th of September 2024
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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When running Oak Valley's price analysis, check to measure Oak Valley'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 Oak Valley is operating at the current time. Most of Oak Valley's value examination focuses on studying past and present price action to predict the probability of Oak Valley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oak Valley's price. Additionally, you may evaluate how the addition of Oak Valley to your portfolios can decrease your overall portfolio volatility.