Exploring Banner Corporation (BANR) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Banner Corporation (BANR) and what drives their investment decisions? With institutional ownership at 92.93% and mutual fund ownership at 61.69%, understanding the investor profile can offer valuable insights into the company's stability and future prospects. Are these large institutions accumulating or divesting shares, and what does it signal for the rest of us? Let's delve into the details of who's investing in BANR and the factors influencing their strategies, from recent earnings that surpassed expectations at $1.30 EPS versus the forecast of $1.22, to a revenue of $160.2 million against a projected $159.7 million, and the impressive 31 consecutive years of dividend payments.

Banner Corporation (BANR) Who Invests in Banner Corporation (BANR) and Why?

Understanding the investor profile of Banner Corporation (BANR) is crucial for gaining insights into the company's stock performance and overall market perception. Investors are typically categorized into retail investors, institutional investors, and other entities like hedge funds, each with their own investment motivations and strategies.

Key Investor Types:

The investor base of Banner Corporation (BANR) comprises a mix of retail and institutional investors. Each group contributes differently to the stock's trading volume and price stability.

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to Banner Corporation (BANR) due to its dividend payouts, regional presence, or perceived growth potential.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment firms that manage large sums of money on behalf of others.

Investment Motivations:

Different factors attract investors to Banner Corporation (BANR). These motivations often align with the financial goals and risk tolerance of the specific investor type.

• Growth Prospects: Investors might see Banner Corporation (BANR) as a growth opportunity if the company is expanding its market share, increasing its profitability, or benefiting from favorable economic conditions in its operating regions.
• Dividends: Companies that consistently pay dividends, like Banner Corporation (BANR), are attractive to income-seeking investors, such as retirees or those looking for stable returns.
• Market Position: A strong regional presence and a solid reputation can make Banner Corporation (BANR) an appealing investment for those who value stability and established businesses.

Investment Strategies:

Investors in Banner Corporation (BANR) employ various strategies depending on their investment goals and time horizons.

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, maintaining their positions in Banner Corporation (BANR) for extended periods to benefit from long-term growth and dividend income.
• Short-Term Trading: Active traders may seek to profit from short-term price fluctuations in Banner Corporation (BANR) stock, using technical analysis and market timing to make quick gains.
• Value Investing: Value investors look for undervalued companies. If Banner Corporation (BANR)'s stock is trading below its intrinsic value, these investors may see it as an attractive opportunity.

For further insights into the company's values and mission, explore: Mission Statement, Vision, & Core Values of Banner Corporation (BANR).

Banner Corporation (BANR) Institutional Ownership and Major Shareholders of [Company Name]

Institutional investors play a significant role in the ownership and trading of Banner Corporation (BANR). As of April 2025, 92.93% of Banner Corporation's shares are held by institutional investors.

Here's a breakdown of institutional ownership in Banner Corporation (BANR):

• Institutional Ownership: 92.93%
• Mutual Fund Ownership: 61.69%
• Insider Ownership: 1.93%
• Top 10 Institutional Holders: 59.45%
• Shares Outstanding: 34,489,972
• Short Interest Shares: 589,975

Several factors can contribute to institutional ownership exceeding 100%, including double-counting due to shared investment discretion, company name changes, and short interest. Short interest can significantly affect institutional ownership as shares sold short appear as holdings in two separate portfolios.

The top institutional investors in Banner Corporation (BANR) include:

• BlackRock, Inc.
• Vanguard Group Inc
• Dimensional Fund Advisors Lp
• IJR - iShares Core S&P Small-Cap ETF
• State Street Corp
• Wellington Management Group Llp
• Victory Capital Management Inc
• Charles Schwab Investment Management Inc
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• NAESX - Vanguard Small-Cap Index Fund Investor Shares

Examining the most recent changes in ownership, data from December 31, 2024, reveals shifts in holdings among key institutional investors:

These changes reflect ongoing portfolio adjustments by institutional investors, influenced by factors such as company performance, market conditions, and investment strategies.

Recent news indicates positive financial performance for Banner Corporation (BANR). For instance, the first quarter of 2025 saw net income of $45.1 million, or $1.30 per diluted share, surpassing expectations. This strong performance can influence investor confidence and decisions.

To gain more insights into Banner Corporation's values, explore Mission Statement, Vision, & Core Values of Banner Corporation (BANR).

Banner Corporation (BANR) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Banner Corporation (BANR) provides valuable insights into the company's stability, strategic direction, and potential for growth. Key investors can exert influence on company decisions and stock movements, making their activity a crucial aspect of monitoring [Company Name]'s performance. Banner Corporation (BANR): History, Ownership, Mission, How It Works & Makes Money

Institutional ownership in Banner Corporation is significant. As of April 2025, institutional investors and shareholders hold a substantial portion of the company's shares. Here are some key figures:

• Institutional Ownership (%): 92.93%
• Mutual Fund Ownership (%): 61.69%
• Insider Ownership (%): 1.93%
• Top 10 Institutional Holders (%): 59.45%
• Shares Outstanding: 34,489,972
• Short Interest Shares: 589,975

The high percentage of institutional ownership suggests strong confidence from major financial institutions in Banner Corporation's prospects.

The largest shareholders of Banner Corporation include:

• BlackRock, Inc.
• Vanguard Group Inc
• Dimensional Fund Advisors Lp
• State Street Corp
• Wellington Management Group Llp
• Victory Capital Management Inc
• Charles Schwab Investment Management Inc

These major shareholders can significantly influence company policy through their voting rights and engagement with management.

Recent trading activity by institutional investors reveals trends in sentiment and potential future performance. In the fourth quarter of 2024:

• WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 628,426 shares (+10213.3%), valued at approximately $41,960,004.
• VICTORY CAPITAL MANAGEMENT INC increased its position by 373,037 shares (+28.1%), with an estimated value of $24,907,680.
• STATE STREET CORP added 268,144 shares (+15.0%), worth around $17,903,974.

Conversely, some institutions reduced their holdings:

• NORDEA INVESTMENT MANAGEMENT AB decreased its stake by 131,987 shares (-100.0%), previously valued at $8,812,771.
• ABRDN PLC reduced its holdings by 124,137 shares (-28.0%), an estimated $8,288,627.

Such changes in investment positions can reflect shifting expectations regarding Banner Corporation's future performance and broader market conditions.

Insider trading activity offers another layer of insight. Over the last six months:

• JAMES P.G. MCLEAN (Executive VP, Banner Bank) sold 1,500 shares for an estimated $113,445.

While a single sale doesn't necessarily indicate a negative outlook, monitoring insider transactions can provide clues about management's perspective on the company's stock value and future prospects.

Analysts' price targets provide a gauge of market expectations. In the last six months, the median price target for Banner Corporation was $68.0.

For example:

• Jeffrey Rulis from D.A. Davidson set a target price of $69.0 on October 18, 2024.
• Andrew Liesch from Piper Sandler set a target price of $67.0 on October 17, 2024.

These targets reflect analysts' expectations for the stock's performance, based on factors like earnings, industry trends, and company-specific developments.

Contact information for Investor Relations at Banner Corporation is available for additional inquiries:

• Mr. Rich Arnold
• Phone: (509) 344-5351
• Email: rich.arnold@bannerbank.com

Understanding these aspects of Banner Corporation's investor profile helps stakeholders assess the company's current standing and potential future trajectory.

Banner Corporation (BANR) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future performance of Banner Corporation (BANR). Examining the behavior of major shareholders, recent market responses, and analyst perspectives provides a comprehensive view of the factors influencing BANR's stock.

Institutional ownership often plays a significant role in shaping a company's stock performance. As of December 31, 2024, institutional investors held approximately 77.30% of Banner Corporation's shares. This indicates a strong institutional interest in the company. Here's a breakdown of some key institutional activities:

• Increase in Holdings: Several institutions have increased their positions in Banner Corporation. For example, Bank of New York Mellon Corp raised its stake by 6.2% in the fourth quarter of 2023, now holding 1,149,314 shares. Similarly, Lazard Asset Management increased its holdings by 7.7% in the first quarter of 2024, owning 41,476 shares.
• Decrease in Holdings: Conversely, some institutions have reduced their positions. Allspring Global Investments Holdings, LLC decreased its stake by 4.7% in the third quarter of 2023, while Russell Investments Group Ltd. lowered its position by 1.5% in the fourth quarter of 2023.
• New Positions: Some institutions have initiated new positions in Banner Corporation. During the fourth quarter of 2023, Arizona State Retirement System made an initial investment.

These changes in institutional holdings can reflect varying sentiments about Banner Corporation's future prospects. Increases may signal confidence in the company's growth potential, while decreases could indicate concerns about market conditions or company performance.

Recent market reactions to these ownership changes and overall investor sentiment can be gauged by analyzing BANR's stock performance and trading patterns. As of April 2025, information on insider trading activity and significant stock movements can offer insights. For example, unusual trading volumes or price swings following announcements of major institutional transactions could indicate heightened market sensitivity to investor sentiment.

Analyst perspectives provide additional context for understanding the potential impact of key investors on Banner Corporation's future. Analysts often evaluate the company's financial health, growth prospects, and competitive positioning to offer recommendations and price targets. For example, on April 9, 2024, DA Davidson reiterated a 'Buy' rating for Banner Corporation with a price target of $54.00. These ratings and targets reflect analysts' expectations for the company's performance, considering factors like investor sentiment and market dynamics.

The following table summarizes recent analyst ratings for Banner Corporation:

These analyst ratings provide a snapshot of expert opinions on Banner Corporation's stock, influenced by factors such as the company's financial performance, strategic initiatives, and broader economic conditions.

For more insights into Banner Corporation, you might find this resource helpful: Banner Corporation (BANR): History, Ownership, Mission, How It Works & Makes Money.