Annual report

(redirected from Shareholder Reports)
Also found in: Dictionary, Legal.
Related to Shareholder Reports: Annual Report to Shareholders

Annual report

Yearly record of a publicly held company's financial condition. It includes a description of the firm's operations, as well as balance sheet, income statement, and cash flow statement information. SEC rules require that it be distributed to all shareholders. A more detailed version is called a 10-K.

Annual Report

A report that a publicly-traded company is required to distribute to shareholders each year. The report contains information on the company's financial state, such as operational income and net profit. Sometimes, it also contains an accountant's opinion on the general health of the company. Generally, the front part of the annual report states the "bottom line," while the last part contains more detailed financial information. For example, the front part of the report may contain a brief essay stating, "Our company is healthy for reasons A, B, and C." At the conclusion of that essay, the stockholder may view its financial statements. See also: Stockholder's report.

annual report

A firm's annual statement of operating and financial results. The annual report contains an income statement, a balance sheet, a statement of changes in financial position, an auditor's report, and a summary of operations. Because many annual reports are prepared with public relations as a primary focus, serious investors should obtain a copy of a firm's 10-K in order to obtain detailed financial data.

Annual report.

By law, each publicly held corporation must provide its shareholders with an annual report showing its income and balance sheet.

In most cases, it contains not only financial details but also a message from the chairman, a description of the company's operations, and an overview of its achievements.

Most annual reports are glossy affairs that also serve as marketing pieces. Copies are generally available from the company's investor relations office, and annual reports may even appear on the company's website. The company's 10-K report is a more comprehensive look at its finances.

References in periodicals archive ?
The trading services that are exploiting mutual fund portfolio disclosures are apparently taking advantage of more than just the information provided in shareholder reports.
Claymore has released the most recent annual shareholder reports for FMO and HCE and they have been filed with the SEC.
Vanguard shareholder reports will devote a full page, titled "A Report On Your Fund's After-Tax Return," to comment on a fund's pretax and after-tax performance, accompanied by the following graphical depiction of the returns:
Bogle, who noted that the need to produce separate prospectuses, shareholder reports, and marketing materials would be eliminated.
Medved noted that this corrects Salem Corporation's practice of not holding shareholder meetings and not issuing shareholder reports, from 1985 through 1989.
Claymore announces the availability of the most recent semiannual shareholder reports for the Madison/Claymore Covered Call Fund (NYSE:MCN).
As always, the website also provides the Funds' daily net asset values, historical press releases, shareholder reports and historical dividend information for both Funds.
The Flaherty & Crumrine/Claymore Preferred Securities and Income Fund (NYSE:FFC) and the Flaherty & Crumrine/Claymore Total Return Fund (NYSE:FLC) announce the availability of their most recent annual shareholder reports.
The Fiduciary/Claymore MLP Opportunity Fund and the Fiduciary/Claymore Dynamic Equity Fund announce the availability of their most recent annual shareholder reports.
Each fund's repurchase activity will be disclosed in its shareholder reports for the relevant fiscal periods.