Exploring Alico, Inc. (ALCO) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the key players are behind Alico, Inc. (ALCO), a prominent agribusiness and land management company in Florida? As of April 2025, with a share price of $28.81 on April 11, 2025, reflecting a 6.86% increase from $26.96 on April 15, 2024, it's a pertinent question for investors and market watchers alike. Institutional investors hold a significant stake, with 4,892,252 shares held by 188 institutions. Who are these major shareholders, and what's driving their investment decisions in ALCO? Let's delve into the investor profile of Alico, Inc., exploring who's buying and, more importantly, why.

Alico, Inc. (ALCO) Who Invests in [Company Name] and Why?

Understanding the investor profile of Alico, Inc. (ALCO) provides valuable insights into the company's market perception and future prospects. A diverse investor base can contribute to stock stability, while concentrated ownership may indicate strong confidence from key players. Here's a breakdown of the typical investors in Alico, Inc. and their motivations:

Key Investor Types:

Alico, Inc.'s shareholder base includes a mix of:

• Institutional Investors: These entities, including mutual funds, hedge funds, and pension funds, collectively hold a significant portion of Alico's shares. As of December 31, 2024, institutional investors held 4,892,252 shares.
• Individual Investors (Insiders): These include company executives and board members who own shares. As of Q4 2023, insider ownership represented 12.7% of total outstanding shares, valued at approximately $45.3 million.
• Retail Investors: Individual investors who buy shares for their own accounts.

According to WallStreetZen, as of April 2025, 55.30% of Alico is owned by institutional shareholders, 731.67% by Alico insiders, and 0.00% by retail investors.

Major Shareholders:

The top shareholders in Alico, Inc. include:

• George R. Brokaw: Owns 16,686,718 shares, representing 218.48% of the company.
• Remy W. Trafelet: Holds 14,772,165 shares, which accounts for 193.41% of the company.
• 734 Agriculture LLC: Owns 7,597,290 shares, representing 99.47% of the company.
• Atlantic Blue Group Inc: Holds 7,345,328 shares, accounting for 96.17% of the company.
• Arlon Valencia Holdings LLC: Owns 3,927,593 shares, representing 51.42% of the company.
• Alico Holdings LLC: Holds 3,725,457 shares, accounting for 48.78% of the company.
• Gate City Capital Management LLC: Owns 770,844 shares, representing 10.09% of the company.
• GMT Capital Corp: Holds 734,173 shares, accounting for 9.61% of the company.
• BlackRock Inc: Owns 485,036 shares, representing 6.35% of the company.
• Dimensional Fund Advisors LP: Holds 421,738 shares, accounting for 5.52% of the company.

Other significant institutional shareholders include:

• BlackRock, Inc.
• Dimensional Fund Advisors Lp
• Pacific Ridge Capital Partners, LLC
• Vanguard Group Inc
• CM Management, LLC
• JCP Investment Management, LLC
• Towerview Llc
• Geode Capital Management, Llc

Investment Motivations:

Investors are attracted to Alico, Inc. for several reasons:

• Strategic Transformation: Alico is undergoing a strategic shift to become a diversified land company, balancing alternative agricultural operations with land monetization. This transformation is expected to provide a more stable future and better returns.
• Land Holdings: Alico owns approximately 53,371 acres of land across eight counties in Florida, as well as approximately 48,700 acres of oil, gas and mineral rights.
• Real Estate Development: The company is actively pursuing the monetization of its real estate assets, which could become a significant revenue driver.
• Sustainable Practices: Alico is committed to sustainable land management, with a focus on conservation and environmental stewardship.
• Dividend Payments: Alico has a history of dividend payments, with a forward dividend yield of approximately 0.69%. The company paid a dividend of $0.05 per share on December 13, 2024.

Investment Strategies:

Different investors may adopt various strategies when investing in Alico, Inc.:

• Long-Term Holding: Some investors may choose to hold the stock for the long term, banking on the company's strategic transformation and land value appreciation.
• Value Investing: Investors may see Alico as undervalued, particularly given its land assets and potential for real estate development.
• Dividend Investing: The company's dividend payments may attract investors seeking a steady income stream. For the next 12 months, Alico, Inc. is expected to pay a dividend of $0.20.
• Day Trading: Some traders may engage in day trading strategies, capitalizing on the stock's price movements. Effective techniques include trend trading and momentum trading.

Recent Developments:

Alico has recently announced several strategic initiatives:

• Strategic Transformation: The company is winding down its Alico Citrus division to focus on diversified land usage and real estate development.
• Land Sales: Alico expects to realize approximately $20 million in land sales in fiscal year 2025.
• Development Project: Alico has filed a development application for a 3,000-acre master-planned community in Collier County.

Institutional Ownership Trends:

As of December 31, 2024, major institutional holders included:

• Gate City Capital Management, Llc: 770,844 shares
• Blackrock, Inc.: 485,036 shares
• Dimensional Fund Advisors Lp: 421,738 shares
• Pacific Ridge Capital Partners, Llc: 310,977 shares
• Vanguard Group Inc: 235,530 shares
• Cm Management, Llc: 225,000 shares
• Jcp Investment Management, Llc: 217,091 shares
• Towerview Llc: 215,303 shares
• Geode Capital Management, Llc: 144,925 shares
• Peapod Lane Capital Llc: 130,370 shares

Understanding who invests in Alico, Inc. and why can help current and potential investors make informed decisions. The company's strategic transformation, land assets, and commitment to sustainability make it an attractive investment for a variety of investors.

For more insights into Alico's strategic direction, see Mission Statement, Vision, & Core Values of Alico, Inc. (ALCO).

Alico, Inc. (ALCO) Institutional Ownership and Major Shareholders of Alico, Inc. (ALCO)

Institutional ownership in Alico, Inc. (ALCO) plays a significant role in the company's stock performance and overall strategy. Examining the major shareholders and their recent activities provides valuable insights into market sentiment and potential future direction.

As of Q4 2023, Alico, Inc.'s (ALCO) institutional ownership stood at 71.51%. This indicates a substantial portion of the company is held by large institutions, influencing market dynamics and corporate decisions.

Here’s a list of the top institutional investors in Alico, Inc. (ALCO) and their holdings:

• AWM Investment Company, Inc.: Holds 608,372 shares, representing 8.11% of the company.
• FMR LLC: Holds 591,986 shares, accounting for 7.89% of the company.
• Royce & Associates LP: Owns 476,648 shares, which is 6.35% of the company.
• BlackRock Fund Advisors: Holds 466,473 shares, representing 6.22% ownership.
• Dimensional Fund Advisors LP: Holds 415,515 shares, accounting for approximately 5.54% of the company.
• The Vanguard Group, Inc.: Holds 394,644 shares, amounting to 5.26% ownership.
• GAMCO Investors, Inc.: Holds 332,850 shares, representing about 4.44% of the company.
• BAMCO Inc.: Holds 324,493 shares, accounting for approximately 4.32%.
• Renaissance Technologies LLC: Holds 230,457 shares, representing approximately 3.07% of the company.
• Geode Capital Management LLC: Holds 164,285 shares, amounting to around 2.19% ownership.

Changes in institutional ownership can signal shifts in investor confidence and expectations. Recent activity shows varied adjustments among key holders.

For example, FMR LLC increased its holdings by 7,499 shares in Q4 2023, while AWM Investment Company, Inc. reduced its position by 4,388 shares during the same period. Dimensional Fund Advisors LP increased its holdings by 28,794 shares.

Here's a summary of recent changes in ownership:

Institutional investors can significantly influence a company's stock price through large volume trading and strategic decisions. Their actions often reflect in the stock's volatility and investor sentiment.

The presence of major institutional holders can also impact Alico, Inc.'s (ALCO) corporate strategy. These investors often engage with company management, influencing decisions related to capital allocation, strategic initiatives, and overall governance.

Understanding the composition and changes in institutional ownership provides valuable insights for investors and stakeholders, helping them gauge market confidence and potential shifts in company direction. For more insights into the company's goals, review the Mission Statement, Vision, & Core Values of Alico, Inc. (ALCO).

Alico, Inc. (ALCO) Key Investors and Their Impact on Alico, Inc. (ALCO)

Understanding the investor profile of Alico, Inc. (ALCO) provides valuable insights into the company’s stability, strategic direction, and potential for growth. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific real-time data on all individual investors might not be publicly available, examining major shareholders and institutional investors offers a clear picture. These entities often have substantial stakes, making their investment decisions impactful.

Notable aspects of investor influence include:

• Strategic Direction: Major investors can influence the company’s strategic decisions through board representation or direct engagement with management.
• Stock Movements: Large purchases or sales by key investors can create significant price movements in the stock.
• Company Stability: A strong base of long-term institutional investors can provide stability and confidence in the company's prospects.

Recent moves by significant investors, such as increasing or decreasing their positions, can signal their confidence (or lack thereof) in the company's future. Monitoring these activities is crucial for understanding market sentiment toward Alico, Inc. (ALCO).

For further insights into the company's financial well-being, consider exploring: Breaking Down Alico, Inc. (ALCO) Financial Health: Key Insights for Investors

To illustrate the potential impact of investor actions, consider the following hypothetical scenario:

Keeping track of these investors and their actions is essential for any stakeholder looking to understand the dynamics of Alico, Inc. (ALCO).

Alico, Inc. (ALCO) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential future performance of any publicly traded company. For Alico, Inc. (ALCO), several factors influence how investors perceive the company, including its financial performance, strategic shifts, and external challenges.

Here's a breakdown of key elements shaping Alico's market dynamics:

• Investor Sentiment: Market sentiment towards Alico is currently mixed. Concerns about the impact of hurricanes and citrus greening disease contribute to investor caution. However, the company's strategic pivot towards real estate development and a robust financial position offer some optimism.
• Major Shareholders: As of April 2025, Alico has 188 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 4,892,252 shares. Key shareholders include:
  • Gate City Capital Management, Llc
  • BlackRock, Inc.
  • Dimensional Fund Advisors Lp
• Fund Sentiment Score: The Fund Sentiment Score identifies companies with the highest levels of institutional accumulation, using a multi-factor quantitative model.

Recent market behavior reflects investor uncertainty and sensitivity to Alico's earnings reports. For example, a regulatory approval for a new agricultural product led to a stock surge of 22.67%. However, examination of the latest quarterly earnings report shows dips in figures such as net income and operating revenue signaling yellow flags to the broader market.

Here's a snapshot of how the stock has performed recently:

• Volatility: Stock prices have experienced notable volatility, reflecting investor uncertainty.
• Trading Range: Recent trading saw the stock opening at $30.62, peaking at $34.08, and closing at $31.39, illustrating initial excitement followed by a cautious retreat.
• Analyst Interest: Alico's shifts continue to draw keen interest from analysts dissecting the underlying fundamentals driving stock fluctuations.

Analysts are closely monitoring Alico's strategic initiatives, including land sales, the Tropicana agreement, and real estate asset development. Concerns also remain about the impact of weather events and citrus greening disease on future performance.

Alico's valuation appears moderately overvalued, primarily due to high EV/EBITDA and EV/Sales ratios compared to industry averages. Despite challenges in its core citrus business, the strategic shift towards real estate development presents potential growth.

Here is an overview of Alico's financial health based on recent data:

• Revenue: Total revenue reported was just under $935,000.
• Gross Profit: A gross profit of -$55.95M indicates significant financial restructuring and operational cost management discussions.
• Gross Margin: The company registered a negative gross margin of -120.9%.
• EBITDA: An EBITDA of -$37.23M signals deeper cash flow challenges.
• Liquidity: Current and quick ratios suggest stable liquidity risk management despite financial turbulence.

Alico's liquidity ratios are generally strong. The current ratio in Q4 2024 was 3.81, higher than the industry average of 2.41. The quick ratio in Q4 2024 was 0.99, slightly lower than the industry average of 1.42. The company's debt-to-equity ratio has been declining, with the ratio in Q4 2024 at 36.81%, lower than the industry average of 47.14%.

Based on the consensus recommendation from 47 brokerage firms, Alico Inc's (ALCO) average brokerage recommendation is currently 2.2, indicating an 'Outperform' status.

To gain more historical insights, explore Alico, Inc. (ALCO): History, Ownership, Mission, How It Works & Makes Money.