🏦LTB
SIE: Equity Securities
SIE practice questionmediumPreferred Stock — Convertible Feature

An investor holds convertible preferred stock with a conversion ratio of 4:1 (4 shares of common for each preferred share). If the preferred stock is trading at $120 and common stock at $25, the preferred is trading at:

  1. AA premium to its conversion value✓ Correct answer
  2. BCannot be determined without knowing the par value
  3. CParity with its conversion value
  4. DA discount to its conversion value
Explanation

Why AA premium to its conversion value

Conversion value = conversion ratio x common stock price = 4 x $25 = $100. The preferred is trading at $120, which is $20 above its conversion value of $100, so it trades at a premium. This premium reflects the preferred stock's dividend advantage and downside protection relative to common stock.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Equity Securities questions