A Meta-Analytic Vision of the Effect
of Ownership Structure on Firm
Performance
Juan P. Sánchez-Ballesta* and Emma García-Meca
There is a considerable volume of research on the effects of ownership structure on firm
performance. However, the empirical results in this field are often conflicting and inconsistent.
A meta-analysis based on 33 studies allows an integration of the results on the association
between insider ownership, ownership concentration and firm performance. The findings
show that governance system, measurement of performance, and control for endogeneity
moderate the effect of ownership on firm performance.
Keywords: meta-analysis, ownership structure, firm performance, corporate governance
Introduction
O
ne of the most widely discussed topics in
both the academic literature and the
business press concerns how to design corpo-
rate mechanisms that lead to most effective
decision-making. Corporate governance can
be seen as the mean to reduce the agency costs
produced by aligning managerial and share-
holders’ interests, which should lead to a
higher firm valuation. Jensen and Meckling
(1976) showed formally how the allocation
of shares among insiders and outsiders can
influence the value of the firm. Since then, the
relationship between ownership and firm
performance has attracted special attention.
Theoretical and empirical literature usually
considers concentration of ownership and
insider ownership as the main corporate
mechanisms that affect firm value. However,
among researchers, beliefs about the perfor-
mance effects of ownership structure are not
nearly so uniform.
The empirical evidence regarding the rela-
tionship between ownership concentration
(blockholder ownership), measured by the
fraction owned by the largest shareholders
or by the significant shareholders, and firm
value is mixed, and provides very little in the
way of consistent results (e.g., McConnell and
Servaes, 1990; Agrawal and Knoeber, 1996;
Demsetz and Villalonga, 2001; de Miguel et al.,
2004; Thomsen et al., 2006). Despite the wealth
of research, the question remains whether
large owners contribute to the solution of
agency problems or whether they exacerbate
them. The majority of empirical research states
that if monitoring by owners improves the
quality of managerial decisions, and if there
are no other effects of ownership concentra-
tion, performance and concentration will be
positively correlated (Shleifer and Vishny,
1986). The argument is that owners wish to
maximise profits, but their designated agents
(managers) may have neither the interest
nor the incentive to do so (Berle and Means,
1932). Consequently, ownership concentration
is expected to affect performance directly,
mainly due to the positive effects on the incen-
tives to increase profits, which supports the
hypothesis that large shareholders are active
monitors in companies and that this monitor-
ing helps increase the profitability of the
firm (monitoring hypothesis). Nevertheless,
according to agency theory, high concentration
of ownership may become ineffective for
taking value-maximising decisions. In this
sense, some of the empirical evidence (Morck
et al., 1988; McConnell and Servaes, 1990; Her-
malin and Weisbach, 1991; Claessens et al.,
*Address for correspondence:
University of Murcia, Account-
ing and Finance, Campus
Espinardo, Facultad Economía
y Empresa, Murcia, 30100,
Spain. Email: juanpsb@um.es.
A META-ANALYTIC VISION OF THE EFFECT OF OWNERSHIP STRUCTURE ON FIRM PERFORMANCE 879
Volume 15 Number 5 September 2007
© 2007 The Authors
Journal compilation © 2007 Blackwell Publishing Ltd, 9600 Garsington Road,
Oxford, OX4 2DQ, UK and 350 Main St, Malden, MA, 02148, USA