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Price Action
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Net sales
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Latest Insider Trading transactions for PZN
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2022-10-31 | Lipsey William Louis | sold | - | - | -4,576,510 | pres., marketing/client serv. |
2022-10-31 | GREENBLATT JOEL | sold | - | - | -82,200 | - |
2022-10-31 | Goetz John Paul | sold | - | - | -5,209,080 | president and co-cio |
2022-10-31 | Galbraith Steven M | sold | -215,616 | 9.6 | -22,460 | - |
2022-10-31 | Doran Jessica R | sold | - | - | -9,995 | chief financial officer |
2022-10-31 | JOHNSTON CHARLES D | sold | -667,488 | 9.6 | -69,530 | - |
2022-10-31 | GREENBLATT JOEL | sold | -215,616 | 9.6 | -22,460 | - |
2022-10-31 | Cai Chenyu Caroline | sold | - | - | -940,133 | executive vice president |
2022-10-31 | Fire Evan K. | sold | -32,352 | 9.6 | -3,370 | chief operating officer |
2022-10-31 | Pzena Richard Stanton | sold | - | - | -42,399 | chairman, ceo and co-cio |
Which funds bought or sold PZN recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-01-25 | HAVENS ADVISORS LLC | sold off | -100 | -95,000 | - | -% |
2022-05-16 | Amalgamated Financial Corp. | new | - | 22,000 | 22,000 | -% |
2022-05-16 | Parametric Portfolio Associates LLC | added | 52.31 | 163,000 | 727,000 | -% |
2022-04-21 | FIRST QUADRANT L P/CA | sold off | -100 | -313,000 | - | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
Schedule 13G FIlings of Pzena Investment Management
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 13, 2023 | punch & associates investment management, inc. | 0% | 0 | SC 13G/A | |
| Oct 28, 2022 | gamco investors, inc. et al | 1.96% | 326,708 | SC 13D/A | |
| Sep 01, 2022 | punch & associates investment management, inc. | 12.0% | 1,999,521 | SC 13D | |
| Aug 22, 2022 | gamco investors, inc. et al | 2.70% | 451,759 | SC 13D | |
| Feb 14, 2022 | deprince race & zollo inc | 5.1% | 426,105 | SC 13G | |
| Feb 14, 2022 | deprince race & zollo inc | 4.1% | 711,816 | SC 13G/A | |
| Feb 14, 2022 | deprince race & zollo inc | 4.1% | 711,816 | SC 13G/A | |
| Feb 14, 2022 | punch & associates investment management, inc. | 11.03% | 1,923,467 | SC 13G/A | |
| Feb 14, 2022 | deprince race & zollo inc | 8.9% | 1,741,996 | SC 13G | |
| Feb 11, 2022 | renaissance technologies llc | 4.87% | 848,949 | SC 13G/A |
Peers (Alternatives to Pzena Investment Management)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
AMP | - | 15.0B | 3.59% | 25.90% | - | - | 9.38% | -23.22% |
BX | 81.5B | 7.0B | 15.62% | 27.98% | 65.35 | 11.71 | -60.78% | -68.72% |
KKR | 54.6B | 11.1B | 6.30% | 34.23% | 44.47 | 4.9 | 13.00% | 26.39% |
BEN | 12.9B | 7.8B | 0.43% | 6.93% | 15.77 | 1.66 | -8.39% | -52.46% |
| MID-CAP | ||||||||
AMG | 4.8B | 2.1B | 1.87% | 10.46% | 4.21 | 2.25 | -13.32% | 104.61% |
AMK | 2.0B | 678.6M | -5.18% | 35.10% | 18.59 | 2.9 | 16.44% | 46.62% |
IVZ | 7.8B | 5.8B | 0.40% | -7.01% | 11.43 | 1.29 | -13.83% | -40.28% |
HLI | 6.9B | 1.8B | 7.59% | 34.62% | 28.19 | 3.82 | 48.44% | -13.75% |
EVR | 5.4B | 2.5B | 5.76% | 58.95% | 15.69 | 2.16 | -24.58% | -51.56% |
JHG | 4.5B | 2.0B | 3.29% | 18.74% | 11.99 | 2.19 | -20.30% | -29.01% |
LAZ | 2.9B | 2.7B | 0.64% | -7.89% | 1.5K | 1.08 | -13.59% | -99.63% |
| SMALL-CAP | ||||||||
DHIL | 476.2M | 140.6M | -5.61% | -1.83% | 9.71 | 3.39 | -21.64% | -14.24% |
VALU | 461.6M | 39.5M | -8.56% | -19.80% | 25.55 | 11.63 | -2.01% | -17.48% |
SCU | 297.6M | 391.0M | 0.08% | 27.51% | -18.65 | 0.76 | -32.74% | -176.48% |
Pzena Investment Management News
Returns for PZN
Cumulative Returns on PZN
Risks for PZN
What is the probability of a big loss on PZN?
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Probability that Pzena Investment Management stock will be more than 20% underwater in next one year
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Probability that Pzena Investment Management stock will be more than 30% underwater in next one year.
null%
Probability that Pzena Investment Management stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does PZN drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Pzena Investment Management was unfortunately bought at previous high price.
Drawdowns
Financials for Pzena Investment Management
Income Statement (Last 12 Months)(In Millions)
| Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
| Revenue | -3.1% | 198 | 204 | 206 | 199 | 188 | 171 | 150 | 139 | 137 | 140 | 148 | 151 | 149 | 151 | 152 | 154 | 156 | 153 | 149 | 141 | 131 |
| Operating Expenses | 4.5% | 102 | 98.00 | 97.00 | 93.00 | 91.00 | 86.00 | 83.00 | 83.00 | 105 | 106 | 107 | 105 | 79.00 | 78.00 | 77.00 | 75.00 | 75.00 | 74.00 | 73.00 | 72.00 | 70.00 |
| S&GA Expenses | 23.9% | 24.00 | 19.00 | 18.00 | 16.00 | 16.00 | 14.00 | 14.00 | 15.00 | 16.00 | 17.00 | 17.00 | 17.00 | 16.00 | 15.00 | 14.00 | 13.00 | 14.00 | 13.00 | 13.00 | 13.00 | 13.00 |
| EBITDA | -15.4% | 86.00 | 102 | 115 | 115 | - | - | 81.00 | 56.00 | 29.00 | 31.00 | 35.00 | 51.00 | 69.00 | 73.00 | 74.00 | 76.00 | 103 | 102 | 100 | 95.00 | 17.00 |
| EBITDA Margin | -12.6% | 0.44* | 0.50* | 0.56* | 0.58* | - | - | 0.54* | 0.40* | 0.21* | 0.22* | 0.24* | 0.34* | 0.47* | 0.48* | 0.49* | 0.50* | 0.66* | 0.67* | 0.67* | 0.67* | 0.13* |
| Interest Expenses | - | - | - | - | 0.00 | - | - | - | 0.00 | 0.00 | 0.00 | - | 0.00 | - | - | - | 0.00 | - | - | - | 0.00 | - |
| Earnings Before Taxes | -15.5% | 85.00 | 101 | 114 | 114 | 110 | 97.00 | 81.00 | 56.00 | 29.00 | 31.00 | 35.00 | 51.00 | 69.00 | 73.00 | 74.00 | 76.00 | 103 | 102 | 100 | 95.00 | 17.00 |
| EBT Margin | -12.8% | 0.43* | 0.49* | 0.55* | 0.57* | 0.59* | 0.57* | 0.54* | 0.40* | 0.21* | 0.22* | 0.24* | 0.34* | 0.47* | 0.48* | 0.49* | 0.50* | 0.66* | 0.67* | 0.67* | 0.67* | 0.13* |
| Net Income | -5.5% | 40.00 | 43.00 | 55.00 | 19.00 | 61.00 | 59.00 | 45.00 | 9.00 | 15.00 | 16.00 | 19.00 | 8.00 | 38.00 | 39.00 | 40.00 | 14.00 | 38.00 | 37.00 | 22.00 | 7.00 | 19.00 |
| Net Income Margin | 174.1% | 0.20* | 0.07* | 0.08* | 0.09* | 0.09* | 0.09* | 0.09* | 0.06* | 0.03* | 0.04* | 0.04* | 0.06* | 0.08* | 0.09* | 0.09* | 0.09* | 0.07* | 0.06* | 0.05* | 0.05* | 0.14* |
| Free Cashflow | 15.9% | 77.00 | 66.00 | 70.00 | 76.00 | 75.00 | 70.00 | 65.00 | 51.00 | 51.00 | 56.00 | 67.00 | 77.00 | 77.00 | 77.00 | 83.00 | 87.00 | 88.00 | 83.00 | 73.00 | 67.00 | 63.00 |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
| Assets | 4.4% | 279 | 267 | 220 | 264 | 228 | 203 | 162 | 189 | 158 | 148 | 131 | 199 | 178 | 167 | 148 | 171 | 170 | 155 | 136 | 169 | 192 |
| Cash Equivalents | 51.8% | 75.00 | 49.00 | 36.00 | 81.00 | 70.00 | 53.00 | 30.00 | 66.00 | 49.00 | 33.00 | 21.00 | 52.00 | 36.00 | 34.00 | 15.00 | 38.00 | 32.00 | 53.00 | 27.00 | 63.00 | 48.00 |
| Net PPE | 57.7% | 8.00 | 5.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 5.00 | 5.00 | 5.00 | 6.00 | 6.00 | 5.00 | 6.00 | 5.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 |
| Liabilities | 11.9% | 145 | 129 | 88.00 | 86.00 | 79.00 | 71.00 | 59.00 | 80.00 | 73.00 | 70.00 | 64.00 | 91.00 | 82.00 | 76.00 | 67.00 | 72.00 | 73.00 | 62.00 | 54.00 | 70.00 | 98.00 |
| Shareholder's Equity | -71.0% | 40.00 | 138 | 132 | 43.00 | 149 | 131 | 104 | 109 | 85.00 | 79.00 | 67.00 | 108 | 96.00 | 91.00 | 81.00 | 99.00 | 97.00 | 92.00 | 82.00 | 99.00 | 94.00 |
| Retained Earnings | 6.4% | 36.00 | 34.00 | 32.00 | 38.00 | 34.00 | 30.00 | 25.00 | 26.00 | 22.00 | 20.00 | 18.00 | 26.00 | 28.00 | 26.00 | 23.00 | 29.00 | 27.00 | 23.00 | 20.00 | 24.00 | 26.00 |
| Additional Paid-In Capital | 15.5% | 4.00 | 3.00 | 5.00 | 4.00 | 5.00 | 6.00 | 5.00 | 5.00 | 3.00 | 4.00 | 3.00 | 5.00 | 0.00 | 0.00 | - | 4.00 | 2.00 | 5.00 | 6.00 | 8.00 | 7.00 |
| Accumulated Depreciation | 3.3% | 8.00 | 8.00 | 7.00 | 7.00 | 7.00 | 6.00 | 6.00 | 6.00 | 6.00 | 5.00 | 5.00 | 5.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| Shares Outstanding | -1.3% | 17.00 | 17.00 | 17.00 | - | 18.00 | 17.00 | 17.00 | - | 17.00 | 17.00 | 18.00 | - | 18.00 | 18.00 | 18.00 | - | 17.00 | 18.00 | 18.00 | - | 17.00 |
| Minority Interest | -6.4% | 94.00 | 101 | 95.00 | 135 | 110 | 96.00 | 73.00 | 78.00 | 59.00 | 55.00 | 45.00 | 77.00 | 67.00 | 65.00 | 58.00 | 66.00 | 68.00 | 64.00 | 56.00 | 67.00 | 61.00 |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 |
| Cashflow From Operations | 19.8% | 82.00 | 68.00 | 71.00 | 77.00 | 75.00 | 70.00 | 65.00 | 51.00 | 52.00 | 57.00 | 68.00 | 79.00 | 78.00 | 78.00 | 84.00 | 88.00 | 89.00 | 84.00 | 74.00 | 69.00 | 64.00 |
| Share Based Compensation | -3.8% | 15.00 | 16.00 | 16.00 | 16.00 | 16.00 | 15.00 | 14.00 | 13.00 | 31.00 | 30.00 | 30.00 | 30.00 | 11.00 | 11.00 | 10.00 | 10.00 | 10.00 | 10.00 | 10.00 | 10.00 | 10.00 |
| Cashflow From Investing | -233.1% | -9.43 | -2.83 | 5.00 | -2.77 | -1.62 | 2.00 | -3.15 | 24.00 | 25.00 | 9.00 | 8.00 | 0.00 | 2.00 | -18.39 | -17.36 | -33.36 | -34.16 | 0.00 | 1.00 | 1.00 | -0.17 |
| Cashflow From Financing | 3.0% | -66.37 | -68.45 | -68.49 | -58.45 | -52.38 | -51.33 | -53.15 | -62.29 | -63.12 | -65.70 | -69.75 | -64.49 | -76.82 | -78.04 | -78.93 | -79.54 | -69.92 | -65.72 | -66.25 | -48.01 | -46.06 |
| Dividend Payments | -0.3% | 11.00 | 11.00 | 11.00 | 6.00 | 6.00 | 6.00 | 6.00 | 10.00 | 10.00 | 10.00 | 10.00 | 11.00 | 11.00 | 11.00 | 11.00 | 9.00 | 9.00 | 9.00 | 9.00 | 6.00 | 6.00 |
| Buy Backs | -22.6% | 8.00 | 10.00 | 9.00 | 9.00 | 6.00 | 4.00 | 4.00 | 8.00 | 8.00 | 9.00 | 8.00 | 6.00 | 8.00 | 8.00 | 10.00 | 9.00 | 8.00 | 6.00 | 5.00 | 1.00 | 1.00 |
PZN Income Statement
2022-09-30UNAUDITED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands | 3 Months Ended | 9 Months Ended | ||||
|---|---|---|---|---|---|---|
Sep. 30, 2022 | Sep. 30, 2021 | Sep. 30, 2022 | Sep. 30, 2021 | |||
| Income Statement [Abstract] | ||||||
| REVENUE | $ 45,244 | $ 51,622 | $ 146,701 | $ 148,370 | ||
| EXPENSES | ||||||
| Compensation and Benefits Expense | 18,630 | 18,921 | 58,242 | 57,091 | ||
| General and Administrative Expense | 8,962 | 4,304 | 19,625 | 11,920 | ||
| Total Operating Expenses | 27,592 | 23,225 | 77,867 | 69,011 | ||
| Operating Income | 17,652 | 28,397 | 68,834 | 79,359 | ||
| OTHER INCOME/ (EXPENSE) | ||||||
| Interest Income | 680 | 53 | 787 | 153 | ||
| Dividend Income | 310 | 333 | 1,421 | 691 | ||
| Net Realized and Unrealized (Losses)/ Gains from Investments | (3,288) | 86 | (10,017) | 3,548 | ||
| Equity in (Losses)/ Earnings of Affiliates | (2,153) | (16) | (3,865) | 1,991 | ||
| Other (Expense)/ Income | (63) | (82) | (386) | 76 | ||
| Total Other (Expense)/ Income | (4,514) | 374 | (12,060) | 6,459 | ||
| Income Before Income Taxes | 13,138 | 28,771 | 56,774 | 85,818 | ||
| Income Tax (Benefit)/ Expense | (2,650) | 68 | 8,065 | 5,009 | ||
| Net Income | 15,788 | 28,703 | 48,709 | 80,809 | ||
| Less: Net Income Attributable to Non-Controlling Interests | 13,091 | 23,635 | 40,674 | 66,951 | ||
| Net Income Attributable to Pzena Investment Management, Inc. | 2,697 | 5,068 | 8,035 | 13,858 | ||
| Supplemental Income Statement Elements [Abstract] | ||||||
| Net Income for Basic Earnings per Share | $ 2,697 | $ 5,068 | $ 8,035 | $ 13,858 | ||
| Basic Earnings per Share | $ 0.16 | $ 0.29 | $ 0.47 | $ 0.80 | ||
| Basic Weighted Average Shares Outstanding | [1] | 16,744,993 | 17,694,559 | 17,019,499 | 17,398,518 | |
| Net Income for Diluted Earnings per Share | $ 12,782 | $ 22,663 | $ 39,026 | $ 63,571 | ||
| Diluted Earnings per Share | $ 0.15 | $ 0.27 | $ 0.45 | $ 0.76 | ||
| Diluted Weighted Average Shares Outstanding | [1] | 86,544,580 | 84,197,618 | 86,189,118 | 84,020,711 | |
| Cash Dividends per Share of Class A Common Stock | $ 0.03 | $ 0.03 | $ 0.59 | $ 0.31 | ||
| ||||||