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Journal of Corporate Finance Vol. 51 2018

Analyst coverage and the quality of corporate investment decisions

Thomas Y. To1; Marco Navone2; Eliza Wu1

1 The University of Sydney · 2 University of Technology Sydney

Abstract

In this paper, we examine the effect of financial analysts on the quality of corporate investment decisions. We show that greater analyst coverage leads to higher total factor productivity within firms, a finding that is robust after using both an instrumental variable approach and an experimental design that exploits exogenous reductions in analyst coverage due to broker mergers and closures. We further identify that the positive effect of analysts on firm-level productivity emanates from their critical role in information distribution and external monitoring within more opaque and financially constrained firms and also firms with weaker investor protection.

DOI
10.1016/j.jcorpfin.2018.06.001
Volume
51
Pages
164-181
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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