Includes S & P Capital IQ, J.P. Morgan Research, Marketline Company Profiles, Annual Company Reports, 10K Company Reports, etc.
General Rules: Citing Company Reports
In-text Citation: Information to Include
In-text citations and signal phrases can be woven into sentences and paragraphs in multiple ways, and what you emphasize depends on what information will be most relevant and/or persuasive to your reader. However, the following information should always be included:
Reference Citation: Information to Include
Company or Corporation. (Year). Report title in sentence case and italics. URL_but_not_active_hyperlink
Specific Example: Company Report from a Company Website
In-text Citation Options
Target Corporation (2015) claimed in their Annual Report that they continue to grow.
As stated in their Annual Report to investors, Target continues to grow (Target Corporation, 2015).
References Page Entry
Target Corporation. (2015). 2015 annual report. https://corporate.target.com/annualreports/2015
Specific Example: Company Report from a Database
In-text Citation Options
The Marketline profile for Walmart Inc. (2021) showed that “Health and Wellness” accounted for 10.4 percent of sales at Walmart stores in the United States during the fiscal year for 2021.
“Health and Wellness” products accounted for 10.4 percent of sales at Walmart stores in the United States during the fiscal year for 2021 (Marketline, 2021).
References Page Entry
Marketline. (2021, June 25). Walmart Inc. [company profile]. Retrieved from Marketline database.
Specific Example: Company Report Downloaded as a PDF from a Website
In-text Citation Options
Apple Inc.’s 10K report (2020) stated that it plans to “invest in programs to enhance reseller sales.”
Apple plans to “invest in programs to enhance reseller sales” (Apple Inc., 2020).
References Page Entry
Apple Inc. (2020). Form 10-K for the fiscal year ended September, 26, 2020. https://investor.apple.com/sec-filings/sec-filings-details/default.aspx?FilingId=14468826