Waterstone Financial Ownership
| WSBF Stock | USD 13.56 0.19 1.42% |
Shares in Circulation | First Issued 2004-09-30 | Previous Quarter 18.4 M | Current Value 18.3 M | Avarage Shares Outstanding 29.3 M | Quarterly Volatility 5.6 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.
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Waterstone Stock Ownership Analysis
About 19.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.75. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Waterstone Financial last dividend was issued on the 8th of July 2025. The entity had 10972:10000 split on the 23rd of January 2014. Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. Waterstone Financial, Inc. was founded in 1921 and is based in Wauwatosa, Wisconsin. Waterstone Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 870 people. For more information please call Douglas Gordon at 414 761 1000 or visit https://www.wsbonline.com.Besides selling stocks to institutional investors, Waterstone Financial 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 Waterstone Financial'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 Waterstone Financial'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.
Waterstone Financial Quarterly Liabilities And Stockholders Equity |
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Waterstone Financial Insider Trades History
About 19.0% of Waterstone Financial are currently held by insiders. Unlike Waterstone Financial'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 Waterstone Financial'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 Waterstone Financial's insider trades
Waterstone Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Waterstone Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Waterstone Financial backward and forwards among themselves. Waterstone Financial's institutional investor refers to the entity that pools money to purchase Waterstone Financial'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 | American Century Companies Inc | 2025-03-31 | 154.3 K | Arrowstreet Capital Limited Partnership | 2025-03-31 | 146.1 K | Charles Schwab Investment Management Inc | 2025-03-31 | 143.5 K | Goldman Sachs Group Inc | 2025-03-31 | 105.7 K | John G Ullman & Associates Inc | 2025-03-31 | 92.7 K | Empowered Funds, Llc | 2025-03-31 | 83.6 K | Jpmorgan Chase & Co | 2025-03-31 | 80.6 K | Citadel Advisors Llc | 2025-03-31 | 80.2 K | Bank Of New York Mellon Corp | 2025-03-31 | 77.9 K | Blackrock Inc | 2025-03-31 | 1.8 M | Dimensional Fund Advisors, Inc. | 2025-03-31 | 1.5 M |
Waterstone Financial 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 Waterstone Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Waterstone Financial'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 Waterstone Financial 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.
Waterstone Financial Outstanding Bonds
Waterstone Financial 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. Waterstone Financial 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 Waterstone bonds can be classified according to their maturity, which is the date when Waterstone Financial 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.
Waterstone Financial Corporate Filings
8K | 9th of July 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 6th of June 2025 Other Reports | ViewVerify | |
10Q | 8th of May 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 10th of April 2025 Other Reports | ViewVerify |
Currently Active Assets on Macroaxis
When determining whether Waterstone Financial is a strong investment it is important to analyze Waterstone Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Waterstone Financial's future performance. For an informed investment choice regarding Waterstone Stock, refer to the following important reports:Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Waterstone Financial. 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 labor statistics. For more detail on how to invest in Waterstone Stock please use our How to Invest in Waterstone Financial guide.You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Commercial & Residential Mortgage Finance 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 Waterstone Financial. If investors know Waterstone 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 Waterstone Financial 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 0.041 | Dividend Share 0.6 | Earnings Share 1.02 | Revenue Per Share | Quarterly Revenue Growth (0.07) |
The market value of Waterstone Financial is measured differently than its book value, which is the value of Waterstone that is recorded on the company's balance sheet. Investors also form their own opinion of Waterstone Financial's value that differs from its market value or its book value, called intrinsic value, which is Waterstone Financial'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 Waterstone Financial's market value can be influenced by many factors that don't directly affect Waterstone Financial'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 Waterstone Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Waterstone Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Waterstone Financial'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.