All companies traded on U.S. stock exchanges must file various reports with the Securities and Exchange Commission (SEC). The SEC makes these reports available via EDGAR. This includes the 10-K, 10-Q, 8-K, proxy, registration, and other forms (but often not the Annual Report to Shareholders).
Provides alternate ways to look at SEC filings database, including many visual diagrams that show things like stock ownership by company directors, word frequencies in a company's management discussions. Able to search U.S. public companies by location and industry.
This site allows you to search for EDGAR SEC filings and SEDAR filings (Canadian Securities Administrators - CSA). Benefits are some different ways to do keyword searches, ability to browse recent filings, and a nicer looking display of documents. The popularity of this site means that it can sometimes be a little slow. Limited amount of free searching. Active users must purchase a subscription.
Annual Report to Shareholders
Look for the Annual Report to Shareholders on the company web site. It's often behind a link called Investor Relations or just Investors.
The Annual Report will provide basic financial figures and discussions of recent developments/possible future directions of the company.
If you can't find it on the web site or need an older annual report, see boxes below for Other Sources for Annual Reports or Old Annual Reports.
At this site you can request that annual reports for participating companies be mailed to you.
Old Annual Reports
You can sometimes find ARS for a few years back on the company web site; but they rarely have reports from the 1990's or earlier.
Old Annual Reports on MF at the EMU Library The library has annual reports and SEC filings for U.S. companies (1978-1997) on microfiche. Use the Corporate Reports Index (grey volumes and black binder on top of MF cabinets) to look up the MF number. EMU Library, 2nd Floor, Microforms area
Moody's Manuals You can also get info from annual reports in Moody's Manuals. This index at the EMU Library can be used to figure out which manual the company is in: Moody's Complete Corporate Index REF HG 4905 .M798
EMU Library has the following Moody's Manuals in hard copy or on microfiche:
Detailed financials for stocks on U.S. exchanges, includes stock quotes (20 min delay) and S&P Industry Surveys. Use Corp Records for capitalization, subsidiaries, capital expenditures, R&D expenditures, bond descriptions, dividends, etc. and Stock Reports for Beta, S&P Credit Rating, % institutional ownership, ratios, analyst opinions, etc. Tip: Use Simple Search to find company. In results, note numerous links to the left leading to detailed info.
Best for international company financials & news. Tips: Choose the Companies/Markets tab at the top, then Company right below that to search for company info. Note links on left to detailed reports. Instruction: Video on company info in Factiva (Ignore first 25 seconds of video). EMU students & faculty only Limited to 6 simultaneous users
Need stock charts? This may be the site for you. Besides current quotes & recent news on a stock, this site provides advanced charts. Users can customize charts with comparisons to indexes or with various technical analysis studies. Good coverage of international financial markets, options, exchange traded funds, & futures. Much free info available without registering. Some features are subscription-only, like real time streaming quotes & portfolio features.
Information on individual stocks, bonds, and mutual funds as well as overall markets. A good source for getting historical prices. Most information is free, but you have to endure many annoying advertisements.
Offers info from 40 international stock exchanges.
Note:EMU Library's subscription to Value Line Investment Survey has been cancelled due to budget cuts. The S&P Stock Reports in the NetAdvantage Database (link below) have similar info. If you really want Value Line, it's possible that your public library may have a subscription.