Upexi Ownership
| UPXI Stock | USD 14.07 2.07 17.25% |
Upexi Stock Ownership Analysis
The company recorded a loss per share of 22.68. Upexi Inc had not issued any dividends in recent years. The entity had 1:20 split on the 3rd of October 2024. Upexi, Inc. manufacture and sells various branded products in the health, wellness, pet, beauty, and other markets. Upexi, Inc. was incorporated in 2018 and is headquartered in Clearwater, Florida. Upexi is traded on NASDAQ Exchange in the United States. For more information please call Allan Marshall at 701 353 5425 or visit https://www.upexi.com.Besides selling stocks to institutional investors, Upexi 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 Upexi'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 Upexi'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.
Upexi Quarterly Liabilities And Stockholders Equity |
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Less than 1% of Upexi Inc are currently held by insiders. Unlike Upexi'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 Upexi'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 Upexi's insider trades
Upexi Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Upexi is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Upexi Inc backward and forwards among themselves. Upexi's institutional investor refers to the entity that pools money to purchase Upexi'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 | Bank Of Montreal | 2024-12-31 | 10 K | Jpmorgan Chase & Co | 2024-09-30 | 0.0 | Bmo Capital Markets Corp. | 2024-12-31 | 10 K | Ubs Group Ag | 2024-12-31 | 4.5 K | Tower Research Capital Llc | 2024-12-31 | 1.1 K | Wells Fargo & Co | 2024-12-31 | 30.0 | Bank Of America Corp | 2024-12-31 | 7.0 | Sbi Securities Co Ltd | 2024-12-31 | 6.0 | Rfp Financial Group Llc | 2024-09-30 | 0.0 | Blackrock Inc | 2024-09-30 | 0.0 | Geode Capital Management, Llc | 2024-09-30 | 0.0 |
Upexi Inc 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 Upexi insiders, such as employees or executives, is commonly permitted as long as it does not rely on Upexi'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 Upexi 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.
Upexi Outstanding Bonds
Upexi 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. Upexi Inc 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 Upexi bonds can be classified according to their maturity, which is the date when Upexi Inc 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.
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Upexi Corporate Filings
| 1st of May 2025 Other Reports | ViewVerify | |
8K | 30th of April 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 29th of April 2025 Other Reports | ViewVerify | |
| 28th of April 2025 Other Reports | ViewVerify |
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upexi Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Is Movies & Entertainment 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 Upexi. If investors know Upexi 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 Upexi 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 35.728 | Earnings Share (22.68) | Revenue Per Share | Quarterly Revenue Growth (0.46) | Return On Assets |
The market value of Upexi Inc is measured differently than its book value, which is the value of Upexi that is recorded on the company's balance sheet. Investors also form their own opinion of Upexi's value that differs from its market value or its book value, called intrinsic value, which is Upexi'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 Upexi's market value can be influenced by many factors that don't directly affect Upexi'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 Upexi's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upexi is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upexi'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.