Western Asset Ownership

WDI Stock  USD 14.99  0.09  0.60%   
Western Asset Diversified retains a total of 51.79 Million outstanding shares. Roughly 77.29 (%) of Western Asset outstanding shares are held by general public with 22.71 percent by institutional investors. Please note that no matter how many assets the company shows, if the real value of the company is less than the current market value, you may not be able to make money on it.
Some institutional investors establish a significant position in stocks such as Western Asset 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 Western Asset, 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.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Western Asset Diversified. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.

Western Stock Ownership Analysis

About 23.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.98. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Western Asset Diversified last dividend was issued on the 24th of July 2025. For more information please call Jane Trust at 626 844 9400.
Besides selling stocks to institutional investors, Western Asset 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 Western Asset'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 Western Asset'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.

Western Asset Quarterly Liabilities And Stockholders Equity

1.17 Billion

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

Western Asset Outstanding Bonds

Western Asset 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. Western Asset Diversified 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 Western bonds can be classified according to their maturity, which is the date when Western Asset Diversified 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.

Western Asset Corporate Filings

F4
28th of May 2025
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
27th of May 2025
Other Reports
ViewVerify
13th of March 2025
Other Reports
ViewVerify
7th of March 2025
Other Reports
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Western Asset Diversified offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Western Asset'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 Western Asset Diversified Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Western Asset Diversified Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Western Asset Diversified. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
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Is Asset Management & Custody Banks 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 Western Asset. If investors know Western 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 Western Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
1.36
Return On Equity
(18.35)
The market value of Western Asset Diversified is measured differently than its book value, which is the value of Western that is recorded on the company's balance sheet. Investors also form their own opinion of Western Asset's value that differs from its market value or its book value, called intrinsic value, which is Western Asset'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 Western Asset's market value can be influenced by many factors that don't directly affect Western Asset'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 Western Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Western Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Western Asset'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.