Exploring Artesian Resources Corporation (ARTNA) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Artesian Resources Corporation (ARTNA), the water and wastewater service provider on the Delmarva Peninsula? With $45.9 million invested in infrastructure in 2024 alone, and serving over a third of Delaware residents by supplying 9.5 billion gallons of water annually through 1,491 miles of water main, understanding the investor profile becomes crucial. Are institutional investors calling the shots, or is it a landscape of individual shareholders? Let's dive into the details of who is investing in ARTNA and explore the reasons behind their investment decisions, considering the company's 22.1% net income increase reaching $20.4 million in 2024.

Artesian Resources Corporation (ARTNA) Who Invests in Artesian Resources Corporation and Why?

Understanding the investor profile of Artesian Resources Corporation (ARTNA) involves examining the diverse range of entities and individuals that hold its stock, as well as their motivations and strategies. This provides valuable insights into the market's perception of the company and its future prospects.

Key Investor Types

The investor base of Artesian Resources Corporation is composed of a mix of retail investors, institutional investors, and potentially hedge funds, each with varying investment horizons and objectives:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They may be attracted to Artesian Resources Corporation due to its stable dividend payments and essential service offerings.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large entities that manage investments on behalf of others. Their investment decisions are often driven by in-depth research and analysis.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as leveraging or short-selling, to generate higher returns. Their involvement may be related to specific market opportunities or arbitrage strategies.

Investment Motivations

Investors are drawn to Artesian Resources Corporation for several key reasons:

• Growth Prospects: Investors may see potential in Artesian Resources Corporation's ability to expand its service area and customer base, driven by population growth and infrastructure development in its operating regions.
• Dividends: Artesian Resources Corporation has a history of consistent dividend payments, making it attractive to income-seeking investors. The stability of the water and wastewater utility sector supports reliable dividend payouts.
• Market Position: As a key provider of water and wastewater services, Artesian Resources Corporation holds a strong and stable market position. This is particularly appealing in a sector with high barriers to entry and essential service demand.

Investment Strategies

The strategies employed by investors in Artesian Resources Corporation vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many investors, particularly institutional ones, adopt a long-term holding strategy due to the stability and essential nature of Artesian Resources Corporation's business. This approach focuses on consistent returns and dividend income over an extended period.
• Short-Term Trading: Some investors may engage in short-term trading, seeking to profit from fluctuations in the stock price. This strategy is more speculative and relies on market timing and technical analysis.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They may be attracted to Artesian Resources Corporation if they perceive its stock price to be lower than its intrinsic value, based on factors like assets, earnings, and growth potential.

Understanding the composition, motivations, and strategies of Artesian Resources Corporation's investor base offers crucial insights into the market's view of the company. These insights are invaluable for current and prospective investors looking to make informed decisions.

To gain further insight into Artesian Resources Corporation's values and long-term objectives, explore Mission Statement, Vision, & Core Values of Artesian Resources Corporation (ARTNA).

Artesian Resources Corporation (ARTNA) Institutional Ownership and Major Shareholders of Artesian Resources Corporation (ARTNA)

Institutional ownership in Artesian Resources Corporation (ARTNA) provides insights into the stability and potential influence on the company’s stock. Major shareholders can significantly impact company strategy and stock performance.

Here's an overview of Artesian Resources Corporation's (ARTNA) institutional ownership:

• As of March 31, 2024, Artesian Resources Corporation (ARTNA) had 28.65% institutional ownership.

Top institutional investors holding shares of Artesian Resources Corporation (ARTNA) include:

• BlackRock Fund Advisors: Holding 193,993 shares.
• Vanguard Group Inc: Holding 186,538 shares.
• Dimensional Fund Advisors LP: Holding 130,772 shares.
• Geode Capital Management LLC: Holding 61,695 shares.
• Charles Schwab Investment Management Inc: Holding 42,489 shares.

Recent changes in ownership among institutional investors can indicate confidence or concern regarding Artesian Resources Corporation (ARTNA). While specific details on increases or decreases in stakes are not available, monitoring these changes is crucial for understanding investor sentiment.

Institutional investors often play a pivotal role in a company's stock price and strategic direction. Their substantial holdings can provide stability, but their trading activity can also influence stock volatility. Furthermore, these investors may engage with company management to advocate for certain policies or strategies.

Below is a detailed table illustrating the major institutional investors in Artesian Resources Corporation (ARTNA), based on the latest available data:

Understanding the composition and activities of these major shareholders is essential for investors tracking Artesian Resources Corporation (ARTNA). You can find more about the company's goals here: Mission Statement, Vision, & Core Values of Artesian Resources Corporation (ARTNA).

Reviewing Artesian Resources Corporation (ARTNA) ownership structure helps stakeholders assess the company's financial strategies and market positioning.

Artesian Resources Corporation (ARTNA) Key Investors and Their Impact

Understanding the investor profile of Artesian Resources Corporation (ARTNA) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing and why can reveal key factors influencing stock movements and company decisions. Here's a breakdown of notable investors and their potential impact:

• Institutional Ownership: Artesian Resources has a significant portion of its shares held by institutional investors. As of March 14, 2025, institutional investors held 6,875,048 shares.
• Percentage Held by Institutions: Approximately 56.22% of Artesian Resources is owned by institutional shareholders.

Major institutional shareholders include:

• BlackRock, Inc.: Holding 8.92% of the company with 919,462 shares, valued at approximately $29.63 million.
• T. Rowe Price Investment Management, Inc.: With an 8.60% stake, owning 885,875 shares, worth around $28.54 million.
• Vanguard Group Inc: Owning 561,027 shares, representing 5.45% of the company, valued at $18.08 million.
• Renaissance Technologies LLC: Holds 276,937 shares, which accounts for 2.69% of the company, with a value of $8.92 million.
• Dimensional Fund Advisors LP: Owns 220,628 shares, representing a 2.14% stake, valued at $7.11 million.
• UBS Group AG: Holds 202,012 shares, accounting for 1.96% of the company, valued at $6.51 million.
• Kestra Advisory Services LLC: With 200,299 shares, representing 1.94%, the value is around $6.45 million.

Retail Investors: Retail investors account for approximately 37.50% of the ownership in Artesian Resources.

Insider Ownership: Artesian Resources has insider ownership, with insiders owning approximately 6.27% of the company. Norman H. Taylor Jr. is the largest individual shareholder, owning 273,085 shares, which represents 2.65% of the company, valued at $8.80 million.

Here's a summary of Artesian Resources Corporation's ownership structure:

Institutional investors can significantly influence a company's stock movements through large volume trades. Their investment decisions often reflect in-depth research and analysis, potentially signaling confidence in the company's prospects. Activist investors may also seek to influence company decisions to enhance shareholder value.

Recent stock activity and price dynamics include:

• On April 9, 2025, Artesian Resources traded at $36.42, an increase of 1.31% from the previous session.
• The stock has gained approximately 1.35% over the past four weeks.
• However, the price has fallen by about 37.21% over the last 12 months.
• Artesian Resources Corporation's next earnings report is scheduled for May 13, 2025.

For further insights into the financial health of Artesian Resources Corporation, explore Breaking Down Artesian Resources Corporation (ARTNA) Financial Health: Key Insights for Investors.

Artesian Resources Corporation (ARTNA) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Artesian Resources Corporation (ARTNA) is crucial for assessing the company's stability and growth potential. Major shareholders' attitudes, market reactions to ownership changes, and analyst perspectives all provide valuable insights.

Investor sentiment towards Artesian Resources Corporation appears mixed, drawing from a variety of sources. For instance, as of February 12, 2024, Michael Keefe increased his holdings in Artesian Resources (ARTNA) by 40,968 shares, bringing his total to 88,727 shares valued at $5,383,000. This suggests a positive outlook from at least one investor. However, without comprehensive data across all major shareholders, it's challenging to definitively categorize the overall sentiment as uniformly positive, neutral, or negative.

Recent market reactions to changes in ownership or large investor moves can significantly impact Artesian Resources Corporation's stock performance. While specific instances of market reactions to investor moves were not detailed in the search results, monitoring such activities is essential. Significant increases or decreases in institutional ownership often lead to increased trading volume and price volatility. Investors should keep an eye on Form 4 filings with the SEC, which detail insider transactions, to gauge market sentiment.

Analyst perspectives provide critical insights into the future prospects of Artesian Resources Corporation, influenced by key investors. As of December 12, 2023, Zack's Investment Research reiterated a 'hold' rating on Artesian Resources, indicating a neutral stance. Analyst ratings can affect investor confidence and stock valuation, making it important to consider these perspectives when evaluating ARTNA. The absence of strong 'buy' or 'sell' recommendations suggests a cautious approach among analysts.

To summarize key aspects of Artesian Resources Corporation's investor profile:

• Major Shareholders: Tracking significant shareholders and their transactions offers clues about confidence in the company's direction.
• Market Reactions: Monitoring stock price and trading volume following major investor moves helps gauge market sentiment.
• Analyst Ratings: Considering analyst opinions provides insights into the perceived value and future performance of the stock.

Here's a table summarizing potential influences on Artesian Resources Corporation's investor sentiment and market reactions:

For further insights into the company's core values and strategic direction, explore Mission Statement, Vision, & Core Values of Artesian Resources Corporation (ARTNA).