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The Review of Corporate Finance Studies Vol. 4 No. 2 2015

A Theory of Capital Structure, Price Impact, and Long-Run Stock Returns under Heterogeneous Beliefs

Onur Bayar1; Thomas J. Chemmanur2; Mark H. Liu3

1 The University of Texas at San Antonio · 2 Boston College · 3 University of Kentucky

Abstract

We study an environment with short-sale constraints and heterogeneous beliefs among outsiders and between insiders and outsiders. Firm insiders choose between equity, debt, and convertible debt to raise external financing. We analyze two settings: one in which heterogeneous beliefs is the only market imperfection and another in which there are significant security issue and financial distress costs. Our model generates a pecking order of external financing different from asymmetric information models, and new predictions for capital structure, sequential tranching of securities, the price impact of security issues, and long-run stock returns. We also provide a new rationale for convertible debt issuance.

DOI
10.1093/rcfs/cfv004
Volume
4
Issue
2
Pages
258-320
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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