Exploring Sierra Bancorp (BSRR) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in Sierra Bancorp (BSRR) and what's driving their decisions? As of December 31, 2024, institutional investors hold a significant 57.06% of Sierra Bancorp's shares, while insiders own 41.29%, and retail investors hold the remaining 1.65%.

Major institutional shareholders include BlackRock Inc. holding 1,444,759 shares (10.35%), Dimensional Fund Advisors LP with 972,978 shares (6.97%), and Vanguard Group Inc. owning 717,103 shares (5.14%). On the insider front, Patricia Childress is the largest individual shareholder, holding 1,358,535 shares, which represents a substantial 9.73% of the company. With Sierra Bancorp's strong financial performance, including a $5.87 billion in total assets and $83.4 million in net income for 2023, understanding the motivations and profiles of these key investors becomes crucial. Read on to discover the dynamics shaping Sierra Bancorp's investor landscape and what it means for the company's future.

Sierra Bancorp (BSRR) Who Invests in Sierra Bancorp and Why?

Understanding the investor profile of Sierra Bancorp (BSRR) provides valuable insights into the market's perception of the company. By examining the composition of investors, their motivations, and typical investment strategies, one can gain a clearer picture of the factors driving the stock's performance. The investor base typically includes retail investors, institutional investors, and sometimes hedge funds, each bringing different objectives and strategies.

Key Investor Types:

Sierra Bancorp's (BSRR) investor base can be categorized into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They may be attracted to Sierra Bancorp (BSRR) due to its local presence, community banking model, and potential for steady returns.
• Institutional Investors: This group includes mutual funds, pension funds, insurance companies, and other large entities that invest 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 presence in Sierra Bancorp (BSRR) might indicate a more tactical or opportunistic view of the stock.

Investment Motivations:

Investors are drawn to Sierra Bancorp (BSRR) for a variety of reasons:

• Growth Prospects: The company's potential for expansion and increased profitability is a significant motivator. Investors look at factors like loan growth, deposit growth, and efficiency ratios to gauge future performance.
• Dividends: Sierra Bancorp's (BSRR) dividend payouts can be an attractive feature, especially for income-seeking investors. A consistent dividend history and a healthy payout ratio signal financial stability.
• Market Position: As a community bank with a strong presence in its local markets, Sierra Bancorp (BSRR) benefits from established relationships and customer loyalty. This market position can provide a competitive advantage.

Investment Strategies:

The strategies employed by Sierra Bancorp's (BSRR) investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many investors, particularly institutional ones, may adopt a long-term holding strategy, viewing Sierra Bancorp (BSRR) as a stable, long-term investment. This strategy is based on the belief that the company will deliver consistent returns over time.
• Short-Term Trading: Some investors, including hedge funds and active traders, may engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy is more speculative and requires close monitoring of market conditions.
• Value Investing: Value investors look for companies that are undervalued by the market. They may be attracted to Sierra Bancorp (BSRR) if they believe the stock price does not reflect the company's intrinsic value, based on factors like assets, earnings, and growth potential.

For an in-depth analysis of Sierra Bancorp's financial standing, consider exploring Breaking Down Sierra Bancorp (BSRR) Financial Health: Key Insights for Investors.

Sierra Bancorp (BSRR) Institutional Ownership and Major Shareholders of Sierra Bancorp (BSRR)

Institutional ownership in Sierra Bancorp (BSRR) provides insights into the stability and potential direction of the company's stock. These investors often have substantial resources and conduct thorough research before investing, making their activity a noteworthy indicator for other investors. Here’s a detailed look at the institutional ownership of Sierra Bancorp (BSRR).

As of December 31, 2024, the breakdown of Sierra Bancorp (BSRR) shares is as follows:

• Total number of shares outstanding: 9.98 million
• Total number of institutional shares: 4.88 million
• Percentage of institutional shares: 48.941%

Here’s a detailed table of the top institutional investors in Sierra Bancorp (BSRR) as of December 31, 2024:

Changes in institutional ownership can indicate shifts in sentiment towards a stock. Recent transactions by major holders can provide insights into whether these sophisticated investors are becoming more or less confident in the company's prospects.

Recent changes in ownership (as of December 31, 2024) include:

• BlackRock Fund Advisors increased its holdings by 7,000 shares.
• The Vanguard Group, Inc. increased its holdings by 1,260 shares.
• Dimensional Fund Advisors LP increased its holdings by 8,568 shares.
• Federated Hermes, Inc. increased its holdings by 6,063 shares.
• Banc Funds Co., L.L.C. decreased its holdings by 2,000 shares.

Institutional investors play a significant role in influencing a company's stock price through their trading activities and the size of their positions. Their investment decisions are often based on in-depth research and analysis, which can impact market perception. Moreover, large institutional shareholders can engage with company management to influence corporate strategy and governance.

To gain further insights into Sierra Bancorp (BSRR), you might find this resource helpful: Sierra Bancorp (BSRR): History, Ownership, Mission, How It Works & Makes Money

Sierra Bancorp (BSRR) Key Investors and Their Impact on Sierra Bancorp (BSRR)

Understanding who invests in Sierra Bancorp (BSRR) and why can offer valuable insights into the company's stability, growth potential, and strategic direction. Examining the investor profile—ranging from institutional giants to individual shareholders—helps to paint a picture of the market's sentiment towards BSRR. The actions and influence of these key players can significantly impact the company's decisions and stock performance. For a broader understanding of Sierra Bancorp, you might find this link helpful: Sierra Bancorp (BSRR): History, Ownership, Mission, How It Works & Makes Money.

Institutional investors often hold a significant portion of Sierra Bancorp's shares, and their trading activity can heavily influence stock prices. These institutions conduct thorough research before investing, and their decisions are often based on factors such as the company's financial health, growth prospects, and competitive positioning. Some notable institutional investors may include:

• Vanguard Group: Known for its passive investment strategies and large holdings across various sectors.
• BlackRock Fund Advisors: Another major asset manager with substantial investments in numerous companies.
• Dimensional Fund Advisors LP: An investment firm that emphasizes a systematic, research-based approach.

These institutional investors typically have a long-term investment horizon, and their decisions can reflect confidence in Sierra Bancorp's long-term strategy and management. Monitoring their activity, such as increases or decreases in their positions, can provide insights into their evolving perspectives on the company.

While institutional investors dominate the ownership landscape, individual investors also play a role. These shareholders may be attracted to Sierra Bancorp's dividend payouts, stability, or growth prospects. Their collective sentiment can influence stock volatility and market perception.

Examining recent moves by major investors can reveal important trends. For instance, significant buying activity may signal confidence in the company's future performance, while large sell-offs could indicate concerns about potential challenges. Activist investors, who seek to influence company management and strategy, can also drive significant changes. However, there is no recent information available about activist investors.

The influence of key investors on Sierra Bancorp’s decisions and stock movements is multifaceted. Large institutional shareholders often have direct access to management and can exert influence through voting rights and private discussions. Their views on strategic initiatives, capital allocation, and corporate governance can shape the company's direction. Additionally, changes in their investment positions can trigger broader market reactions, affecting the stock price and investor sentiment.

Here is an overview of Sierra Bancorp's ownership structure as of the fiscal year 2024. Please note that the percentages may not add up to 100% due to rounding or the exclusion of certain categories.

Disclaimer: The percentages provided are estimates based on available data and may vary. Always consult official filings and reputable financial sources for the most accurate information.

Sierra Bancorp (BSRR) Market Impact and Investor Sentiment

Sierra Bancorp (BSRR) operates as a publicly-traded entity with its ownership distributed among institutional investors, retail investors, and company insiders. This structure influences its governance and strategic direction, reflecting a broad base of stakeholder interests.

The ownership landscape is primarily composed of institutional investors, reflecting confidence from the broader financial community. Major holders typically include groups like Vanguard and BlackRock.

As of April 2025, the Indian investors sentiment towards Sierra Bancorp shows an increase. Search interest for Sierra Bancorp Stock from India on INDmoney has increased by 75% in the last 30 days, reflecting an upward trend in search activity.

Key statistics for Sierra Bancorp (BSRR) as of April 17, 2025:

• Market Capitalization: $349.2M
• Earnings Per Share (EPS): $2.82
• PE Ratio: 8.95
• Dividend Yield: 3.95%
• Profit Margin: 27.64%

Here's a breakdown of Sierra Bancorp's returns compared to its sector and index:

Major institutional holders of Sierra Bancorp (BSRR) as of December 31, 2024, include:

• BlackRock Inc.: 1.44M shares (10.45% of shares outstanding), valued at $36,740,221
• Dimensional Fund Advisors LP: 972.98k shares (7.04% of shares outstanding), valued at $24,742,830
• Vanguard Group Inc: 717.1k shares (5.19% of shares outstanding), valued at $18,235,929
• Private Management Group, Inc.: 583.8k shares

Top individual Sierra Bancorp shareholders:

• Patricia Childress owns 1.36M shares representing 9.73% of the company. Patricia Childress's Sierra Bancorp shares are currently valued at $34.53M.

Approximately 57.06% of Sierra Bancorp is owned by institutional shareholders, 41.29% by Sierra Bancorp insiders, and 1.65% by retail investors.

Recent news sentiment indicates a slightly negative outlook. Short interest in Sierra Bancorp increased by 8.09%, suggesting decreasing investor sentiment.

Based on ratings from 11 Wall Street analysts, 63% recommend to Buy, 36% recommend to Hold, and 0% recommend to Sell Sierra Bancorp stock.

The consensus price target for Sierra Bancorp is $24.5 based on the ratings of 8 analysts. The high price target is $35 issued by Keefe, Bruyette & Woods on December 4, 2024. The low price target is $16.5 issued by Piper Sandler on June 7, 2023.

Sierra Bancorp’s Board of Directors has been consistent in declaring quarterly cash dividends. For instance, a dividend of $0.24 per share was declared in October 2024.

Check out more on Sierra Bancorp's financial standing: Breaking Down Sierra Bancorp (BSRR) Financial Health: Key Insights for Investors