Winmark Ownership

WINA Stock  USD 407.63  2.86  0.70%   
The market capitalization of Winmark is $1.4 Billion. The majority of Winmark outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Winmark to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Winmark. Please pay attention to any change in the institutional holdings of Winmark as this could imply that something significant has changed or is about to change at the company. 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
2009-03-31
Previous Quarter
M
Current Value
M
Avarage Shares Outstanding
4.4 M
Quarterly Volatility
498.8 K
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Winmark 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 Winmark, 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.
The current year's Dividends Paid is expected to grow to about 45.8 M, whereas Dividend Yield is forecasted to decline to 0.02. The current year's Common Stock Shares Outstanding is expected to grow to about 4.3 M. The current year's Net Income Applicable To Common Shares is expected to grow to about 42.7 M.
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 Current Watchlist to better understand how to build diversified portfolios, which includes a position in Winmark. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
For information on how to trade Winmark Stock refer to our How to Trade Winmark Stock guide.

Winmark Stock Ownership Analysis

About 18.0% of the company outstanding shares are owned by insiders. The company recorded earning per share (EPS) of 10.92. Winmark last dividend was issued on the 13th of November 2024. Winmark Corporation, together with its subsidiaries, operates as a franchisor of retail store concepts that buy, sell, trade, and consign used merchandise primarily in the United States and Canada. Winmark Corporation was incorporated in 1988 and is headquartered in Minneapolis, Minnesota. Winmark Corp operates under Specialty Retail classification in the United States and is traded on NASDAQ Exchange. It employs 85 people. For more information please call Brett Heffes at 763 520 8500 or visit https://winmarkcorporation.com.
Besides selling stocks to institutional investors, Winmark 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 Winmark'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 Winmark'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.

Winmark Quarterly Liabilities And Stockholders Equity

51.95 Million

Winmark Insider Trades History

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

Winmark Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Winmark is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Winmark backward and forwards among themselves. Winmark's institutional investor refers to the entity that pools money to purchase Winmark'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
William Blair Investment Management, Llc2024-09-30
72 K
Geode Capital Management, Llc2024-09-30
71.2 K
Copeland Capital Management, Llc2024-09-30
63.6 K
Amvescap Plc.2024-09-30
51.6 K
Bessemer Group Inc2024-09-30
51 K
Northern Trust Corp2024-09-30
44.1 K
Mountain Pacific Invsmt Advisers Inc2024-09-30
31 K
Schwartz Investment Counsel Inc2024-09-30
26.6 K
Goldman Sachs Group Inc2024-09-30
24.2 K
Neuberger Berman Group Llc2024-09-30
326.8 K
Blackrock Inc2024-06-30
261.4 K
Note, although Winmark'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.

Winmark 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 Winmark insiders, such as employees or executives, is commonly permitted as long as it does not rely on Winmark'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 Winmark 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.

Winmark Outstanding Bonds

Winmark 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. Winmark 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 Winmark bonds can be classified according to their maturity, which is the date when Winmark 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.

Winmark Corporate Filings

F4
9th of December 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
ViewVerify
13A
8th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
10Q
16th of October 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
17th of July 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Winmark offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Winmark's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Winmark Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Winmark Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Winmark. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
For information on how to trade Winmark Stock refer to our How to Trade Winmark Stock guide.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Other Specialty Retail space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Winmark. If investors know Winmark will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Winmark listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.01)
Dividend Share
3.4
Earnings Share
10.92
Revenue Per Share
23.323
Quarterly Revenue Growth
(0.04)
The market value of Winmark is measured differently than its book value, which is the value of Winmark that is recorded on the company's balance sheet. Investors also form their own opinion of Winmark's value that differs from its market value or its book value, called intrinsic value, which is Winmark's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Winmark's market value can be influenced by many factors that don't directly affect Winmark's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Winmark's value and its price as these two are different measures arrived at by different means. Investors typically determine if Winmark is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Winmark's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.