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Journal of Finance Vol. 59 No. 5 2004

Forecast Dispersion and the Cross Section of Expected Returns

Timothy C. Johnson

Johnson Center for Child Health and Development

Abstract

Recent work by Diether, Malloy, and Scherbina (2002) has established a negative relationship between stock returns and the dispersion of analysts' earnings forecasts. I offer a simple explanation for this phenomenon based on the interpretation of dispersion as a proxy for unpriced information risk arising when asset values are unobservable. The relationship then follows from a general options‐pricing result: For a levered firm, expected returns should always decrease with the level of idiosyncratic asset risk. This story is formalized with a straightforward model. Reasonable parameter values produce large effects, and the theory's main empirical prediction is supported in cross‐sectional tests.

DOI
10.1111/j.1540-6261.2004.00688.x
Volume
59
Issue
5
Pages
1957-1978
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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