Guild Holdings (GHLD)

• Market cap: $764M
• 1 day: -0.72%
• 5 days: -3.67%
• 1 month: -5.58%
• 3 months: -10.18%
• 6 months: -27.10%
• Year to date: -10.18%
• 1 year: -14.65%
• 5 years: -17.67%
• 10 years: -17.67%
• Sector: Financials
• Industry: Mortgage Bankers & Loan Correspondents

About: Guild Holdings Co is a growth-oriented mortgage company. It operates in two segments; The origination segment operates its loan origination business throughout the United States. It is responsible for loan origination, acquisition, and sale activities. This segment is further divided into retail and correspondent channel, and The servicing segment provides a steady stream of cash flow to support the origination segment more importantly it allows for the Company to build long-standing client relationships that drive repeat and referral business back to the origination segment to recapture the client's next mortgage transaction. It is responsible for the servicing activities of all loans in its servicing portfolio. It generates a majority of its revenue from the Origination segment.

Employees: 4,200

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.62% more ownership

Funds ownership: 26.51% [Q3] → 27.13% (+0.62%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

3% less funds holding

Funds holding: 30 [Q3] → 29 (-1) [Q4]

11% less capital invested

Capital invested by funds: $92.8M [Q3] → $82.5M (-$10.3M) [Q4]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $11.50 7% downside
• Avg. target: $15.25 23% upside
• High target: $19 54% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Compass Point Giuliano Bologna 64% 1-year accuracy 9 / 14 met price target	54% upside $19	Buy Maintained	21 Jan 2025
JP Morgan Richard Shane 77% 1-year accuracy 49 / 64 met price target	7% downside $11.50	Underweight Maintained	14 Jan 2025