Fundamentals or Managerial Discretion? The Relationship between Accrual Variability and Future Stock Return Volatility.

This study extends the theoretical framework of Callen and Segal (2004) and Vuolteenaho (2002) to investigate the association between accrual variability and firm-level stock return volatility. The empirical evidence supports our prediction that increased uncertainty in current-period accounting acc...

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Publicado en:Abacus Vol. 49; no. 4; pp. 441 - 476
Autores principales: Shan, Yaowen, Taylor, Stephen, Walter, Terry
Formato: Artículo
Publicado: Wiley-Blackwell Dec2013
Materias:
Acceso en línea:Ver este registro en EBSCOhost
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        atl: Fundamentals or Managerial Discretion? The Relationship between Accrual Variability and Future Stock Return Volatility.
      aug:
        au:
          Shan, Yaowen
          Taylor, Stephen
          Walter, Terry
        affil:
          UTS Business School, University of Technology, Sydney
          Sirca Limited
      su:
        Accrual basis accounting
        Rate of return on stocks
        Volatility (Securities)
        Idiosyncratic risk (Securities)
        Mathematical decomposition
        Uncertainty (Information theory)
        Cash flow
        Organizational structure
      sug:
        subj:
          Accrual basis accounting
          Rate of return on stocks
          Volatility (Securities)
          Idiosyncratic risk (Securities)
          Mathematical decomposition
          Uncertainty (Information theory)
          Cash flow
          Organizational structure
      keyword:
        Accruals variability
        Fundamental and discretionary components
        Managerial discretion
        Stock return volatility
        Systematic and idiosyncratic risk
      ab: This study extends the theoretical framework of Callen and Segal (2004) and Vuolteenaho (2002) to investigate the association between accrual variability and firm-level stock return volatility. The empirical evidence supports our prediction that increased uncertainty in current-period accounting accruals is associated with significantly higher volatility of future stock returns, and the results are valid for measures of both systematic and idiosyncratic volatility. When accrual variability is decomposed into fundamental and discretionary portions, we find that the positive relationship between accrual variability and future stock return volatility is dominated by the fundamental component of accrual variability. Overall, our results suggest that uncertainty reflected in accrual information is subsequently reflected in the fluctuation of future stock returns, and that the predictive content in accruals primarily reflects firms' fundamental uncertainty, rather than any effects of managerial choices and interventions in the accounting process.
      pubtype: Academic Journal
      doctype: Article
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    language: English
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