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

Ever wondered who's investing in Broadwind, Inc. (BWEN) and what's driving their decisions? As of April 2025, the landscape of BWEN's shareholders reveals a mix of institutional and insider ownership. Institutional investors hold a significant stake, with 73 institutions owning a total of 6,041,376 shares, while insiders also maintain a considerable presence. But with Broadwind's stock price experiencing a 32.30% decline between April 15, 2024, and April 11, 2025, and a -29.65% decrease in revenue in 2024, who are these key players, and what do they see in the company's future that keeps them invested? Let's delve into the details of Broadwind's investor profile and explore the factors influencing their investment strategies.

Broadwind, Inc. (BWEN) Who Invests in [Company Name] and Why?

Understanding the investor profile of Broadwind, Inc. (BWEN) provides insights into the market's perception of the company, its growth potential, and overall financial health. By examining the types of investors, their motivations, and typical investment strategies, a clearer picture emerges of who is invested in Broadwind and why.

Key Investor Types

Broadwind, Inc. has a mix of different investor types, including:

• Institutional Investors: These include entities like mutual funds, pension funds, hedge funds, and other financial institutions that manage large sums of money. According to Fintel, Broadwind has 73 institutional owners and shareholders.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts.

Major shareholders include:

• Grace & White Inc /ny
• Vanguard Group Inc
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Quinn Opportunity Partners LLC
• BlackRock, Inc.
• VEXMX - Vanguard Extended Market Index Fund Investor Shares
• Dimensional Fund Advisors Lp
• Geode Capital Management, Llc
• Us Bancorp \de\
• REBYX - U.S. Small Cap Equity Fund Class Y

Investment Motivations

Investors are attracted to Broadwind, Inc. for various reasons, often linked to the company's business model and future prospects.

• Growth Prospects: Analysts predict a significant potential increase in BWEN's stock price. The 12-month stock price forecast is $4.5, which is an increase of 194.12% from the latest price.
• Strategic Orders and Market Position: Broadwind has secured strategic orders, such as the largest order to date of precision machined gearing products for the power generation market, exceeding $2.0 million in the first quarter of 2025. This indicates a strong market position and potential for growth in the power generation sector.
• Clean Technology Focus: As a precision manufacturer of structures, equipment, and components for clean technology applications, Broadwind benefits from the increasing demand for renewable energy solutions.
• Tax Credit Opportunities: Broadwind's subsidiary, Broadwind Heavy Fabrications, Inc. (BHF), sells Advanced Manufacturing Production Credits, with agreements to sell up to $15 million and $20 million in tax credits for 2025 and 2026, respectively.

Investment Strategies

The investment strategies employed by Broadwind, Inc. investors vary depending on their investment goals and risk tolerance.

• Long-Term Holding: Some institutional investors may adopt a long-term holding strategy, maintaining their positions in BWEN to benefit from the company's long-term growth potential and the increasing demand for clean technology solutions.
• Short-Term Trading: Given the stock's volatility, some investors might engage in short-term trading strategies to capitalize on price fluctuations.
• Value Investing: Some investors may view Broadwind as undervalued, especially with forecasts indicating substantial price increases.

The share price as of April 11, 2025, was $1.53 per share. Previously, on April 15, 2024, the share price was $2.26 per share, representing a decline of 32.30% over that period.

In 2024, Broadwind's revenue was $143.14 million, a decrease of -29.65% compared to the previous year's $203.48 million. Earnings were $1.15 million, a decrease of -84.94%.

Analyst forecasts for Broadwind Inc Stock (BWEN) predict an average price of $3.7855 in 2025, with a high prediction of $6.1174 and a low estimate of $1.4537. This indicates a +141.12% rise from the last recorded price of $1.57.

To delve deeper into Broadwind, Inc.'s background, mission, and ownership structure, explore: Broadwind, Inc. (BWEN): History, Ownership, Mission, How It Works & Makes Money

Broadwind, Inc. (BWEN) Institutional Ownership and Major Shareholders of Broadwind, Inc. (BWEN)

Institutional ownership in Broadwind, Inc. (BWEN) provides insights into the stability and potential direction of the stock. These large entities often have significant resources and conduct extensive research before investing, making their activity a noteworthy indicator for other investors. Examining the major shareholders and their recent transactions can reveal important trends and sentiment surrounding the company.

Here's an overview of Broadwind, Inc.'s (BWEN) institutional ownership profile:

• Top Institutional Investors: Identifying the top institutional investors in Broadwind, Inc. (BWEN) offers a glimpse into who holds the largest stakes and, consequently, who may have significant influence over the company's stock performance.
• Changes in Ownership: Analyzing whether institutional investors have increased or decreased their positions recently can indicate the overall sentiment of sophisticated investors towards Broadwind, Inc. (BWEN).
• Impact of Institutional Investors: Understanding the role these large investors play in Broadwind, Inc.'s (BWEN) stock price and strategy is crucial for gauging market perception and potential future movements.

As of Q4 2023, here are some of the top institutional holders of Broadwind, Inc. (BWEN):

• Renaissance Technologies LLC: Held 1,108,352 shares, representing 6.03% of the company.
• Vanguard Group Inc: Held 993,728 shares, representing 5.41% of the company.
• Blackrock Inc.: Held 724,145 shares, representing 3.94% of the company.

These institutional investors wield considerable influence due to the size of their holdings. Their trading activities can significantly impact Broadwind, Inc.'s (BWEN) stock price, making it essential to monitor their positions and transactions.

Recent ownership trends reveal shifts in institutional sentiment:

• Increase in holdings: Some institutions have increased their stakes, signaling a positive outlook on Broadwind, Inc.'s (BWEN) future prospects. For example, Millstreet Capital Management LLC increased its position by 24.2% in Q4 2023, now holding 324,414 shares. Citadel Advisors LLC increased its position by 146.4% in Q3 2023, holding 139,841 shares.
• Decrease in holdings: Conversely, other institutions have reduced their positions, potentially indicating concerns about the company's performance or broader market conditions. For instance, Dimensional Fund Advisors LP decreased its stake by 6.6% in Q3 2023, holding 284,401 shares. Geode Capital Management LLC decreased its holdings by 3.8% in Q3 2023, owning 176,327 shares.

These changes in ownership reflect varying perspectives on Broadwind, Inc.'s (BWEN) valuation and growth potential.

The collective actions of institutional investors can exert considerable influence on Broadwind, Inc.'s (BWEN) stock. Large purchases can drive up the stock price, while significant sales can exert downward pressure.

The table below summarizes key institutional ownership data for Broadwind, Inc. (BWEN):

Understanding the composition and trading behavior of these major shareholders is essential for investors seeking to gain a comprehensive view of Broadwind, Inc. (BWEN). To gain further insights into the company's direction, understanding its core principles is crucial. Learn more about Broadwind, Inc.'s mission, vision, and core values: Mission Statement, Vision, & Core Values of Broadwind, Inc. (BWEN).

Broadwind, Inc. (BWEN) Key Investors and Their Impact on Broadwind, Inc. (BWEN)

Understanding the investor profile of Broadwind, Inc. (BWEN) provides valuable insights into the company's stability, growth potential, and market sentiment. Key investors can significantly influence company decisions and stock performance through their holdings and strategic moves.

While specific, real-time major investor data and their recent moves in 2024 for Broadwind, Inc. (BWEN) is not available, here's a general overview of how investors can impact companies like Broadwind, Inc. (BWEN):

• Institutional Investors: These entities, such as mutual funds, pension funds, and insurance companies, often hold substantial shares in publicly traded companies. Their investment decisions are driven by in-depth research and analysis.
• Hedge Funds: Known for their aggressive investment strategies, hedge funds can take large positions in a company, influencing its stock price and potentially pushing for strategic changes.
• Activist Investors: These investors actively engage with the company's management to advocate for specific changes, such as operational improvements, strategic shifts, or increased shareholder value.
• Individual Investors: The collective sentiment and trading activity of individual investors can also impact a company's stock performance, especially when coordinated through online platforms.

Investor influence on Broadwind, Inc. (BWEN) can manifest in several ways:

• Stock Price Volatility: Large purchases or sales by major investors can cause significant fluctuations in the stock price.
• Corporate Governance: Major shareholders can exert influence on corporate governance matters, such as board elections and executive compensation.
• Strategic Direction: Activist investors may push for changes in the company's strategic direction, potentially leading to mergers, acquisitions, or divestitures.
• Market Sentiment: The presence of well-known and respected investors can improve market sentiment towards the company, attracting further investment.

To gain a deeper understanding of Broadwind, Inc. (BWEN)'s financial standing, explore Breaking Down Broadwind, Inc. (BWEN) Financial Health: Key Insights for Investors.

Broadwind, Inc. (BWEN) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Broadwind, Inc. (BWEN). Examining major shareholders' attitudes, recent market behavior, and analyst perspectives provides a comprehensive view of the company's financial health and future prospects. Recent market reactions and analyst perspectives provide a comprehensive view of the company's financial health and future prospects.

Assessing the sentiment of major shareholders toward Broadwind, Inc. (BWEN) offers insights into the confidence levels of significant investors. While specific, real-time sentiment data (i.e., explicitly stating 'positive,' 'neutral,' or 'negative' from named major shareholders) is often proprietary, observing significant changes in holdings can indicate shifts in sentiment. For instance, increased holdings by institutional investors might suggest a positive outlook, whereas decreased holdings could signal concerns.

Recent market reactions to Broadwind, Inc. (BWEN) stock can be telling. Significant ownership changes or large investor moves often correlate with stock price fluctuations. Positive news, such as a major investor increasing their stake, might lead to a stock price increase, while negative news, like a large investor selling off shares, could cause a price decline. Monitoring these movements helps gauge market confidence in the company.

Analyst perspectives play a vital role in understanding the impact of key investors on Broadwind, Inc.'s future. Analysts often provide insights on how major investors' actions might influence the company's strategy, financial performance, and overall market position. These analyses can highlight potential risks and opportunities associated with significant investor activity. For additional insights into the company's direction, consider exploring: Mission Statement, Vision, & Core Values of Broadwind, Inc. (BWEN).

For example, if analysts note that a key investor's focus on renewable energy aligns with Broadwind, Inc.'s strategic direction, it could be viewed positively. Conversely, disagreements between major investors and company management might raise concerns about future stability and performance.

Key indicators to monitor include:

• Institutional Ownership Changes: Significant increases or decreases in holdings by institutional investors.
• Stock Price Volatility: Unusual price swings following announcements of major investor activity.
• Analyst Ratings: Changes in ratings and price targets based on investor sentiment and market reactions.
• News and Media Coverage: Monitoring financial news for reports on major investor actions and their potential impacts.

Here's a hypothetical overview of Broadwind, Inc.'s investor profile based on the guidance, but remember to consult the latest financial data for the most accurate picture:

Disclaimer: This is a hypothetical overview based on general market behaviors and should not be taken as actual financial advice. Always consult with a financial professional and refer to up-to-date financial data for making investment decisions regarding Broadwind, Inc. (BWEN).