44%of this DBS Group Holdings Ltd (SGX:D05) insider's holdings were sold in the last year

SteveWatson
2022-03-14

$DBS GROUP HOLDINGS LTD(D05.SI)$

Insiders were net sellers of DBS Group Holdings Ltd's $DBS GROUP HOLDINGS LTD(D05.SI)$ stock during the past year. That is, insiders sold more stock than they bought.
While we would never suggest that investors should base their decisions solely on what the directors of a company have been doing, we would consider it foolish to ignore insider transactions altogether.
DBS Group Holdings Insider Transactions Over The Last Year


Over the last year, we can see that the biggest insider sale was by the CEO & Executive Director, Piyush Gupta, for S$2.7m worth of shares, at about S$29.80 per share. So it's clear an insider wanted to take some cash off the table, even below the current price of S$36.80. When an insider sells below the current price, it suggests that they considered that lower price to be fair. That makes us wonder what they think of the (higher) recent valuation. However, while insider selling is sometimes discouraging, it's only a weak signal. It is worth noting that this sale was only 44% of Piyush Gupta's holding. Piyush Gupta was the only individual insider to sell shares in the last twelve months.
Over the last year, we can see that insiders have bought 3.07k shares worth S$91k. But they sold 249.90k shares for S$7.7m. Piyush Gupta divested 249.90k shares over the last 12 months at an average price of S$30.87. You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below. By clicking on the graph below, you can see the precise details of each insider transaction!

DBS Group Holdings Insiders Are Selling The Stock


The last three months saw significant insider selling at DBS Group Holdings. In total, CEO & Executive Director Piyush Gupta dumped S$1.6m worth of shares in that time, and we didn't record any purchases whatsoever. In light of this it's hard to argue that all the insiders think that the shares are a bargain.
Does DBS Group Holdings Boast High Insider Ownership?


I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. DBS Group Holdings insiders own about S$190m worth of shares (which is 0.2% of the company). I like to see this level of insider ownership, because it increases the chances that management are thinking about the best interests of shareholders.
So What Does This Data Suggest About DBS Group Holdings Insiders?


An insider sold stock recently, but they haven't been buying. And our longer term analysis of insider transactions didn't bring confidence, either. On the plus side, DBS Group Holdings makes money, and is growing profits. The company boasts high insider ownership, but we're a little hesitant, given the history of share sales. While we like knowing what's going on with the insider's ownership and transactions, we make sure to also consider what risks are facing a stock before making any investment decision. 

Source:SIMPLY WALLST

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Comments

  • AzriTan
    2022-03-15
    AzriTan
    Sometimes it is as simple as the insider needs cash and/or wishes to diversify. It could be just as simple as him wanting to buy a house. I don’t think there is any significance.
  • Maky
    2022-03-15
    Maky
    Interesting that the CEO sells. Yes, he may need the money or see better opportunities elsewhere. While it doesn’t look good, it is a weak signal. The company is still doing well and profitable
  • Novice2
    2022-03-15
    Novice2
    the insider may think that's the best timing to cash out
  • mel18
    2022-03-16
    mel18
    when CEO sells so many shares at a lower price, it does give off a bad vibe. nevertheless, price adjustment is good for anyone who wants to buy them
  • noobiee
    2022-03-14
    noobiee
    Want to buy back
  • Bioman21
    2022-03-15
    Bioman21
    A good time to cash out
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