Exploring ChampionX Corporation (CHX) Investor Profile: Who’s Buying and Why?

Exploring ChampionX Corporation (CHX) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Equipment & Services | NASDAQ

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Ever wondered who's investing in ChampionX Corporation and why? Are institutional investors calling the shots, or is there a surge of interest from individual shareholders? As of April 14, 2025, the share price stood at $24.48, a 33.73% dip from $36.94 on April 15, 2024, making it a potentially interesting entry point. ChampionX's 2024 financials reveal a revenue of $3.63 billion, a slight decrease of -3.31% compared to the previous year, but earnings actually rose by 1.92% to $320.27 million. Is this a sign of underlying strength? Join us as we dissect the ownership structure, key financial metrics, and analyst perspectives to uncover the forces shaping ChampionX's investor landscape and what it means for the company's future.

ChampionX Corporation (CHX) Who Invests in ChampionX Corporation and Why?

Understanding the investor profile of ChampionX Corporation (CHX) involves examining the diverse range of individuals and institutions that hold its stock, as well as their motivations for investing. These investors are typically categorized into retail investors, institutional investors, and hedge funds, each bringing unique investment strategies and objectives.

Key Investor Types:

ChampionX Corporation's shareholder base includes a mix of retail and institutional investors. Each type of investor has different priorities and strategies that influence their investment decisions.

  • Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to ChampionX Corporation due to its growth prospects or dividend payouts.
  • Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large entities that invest on behalf of their clients. Institutional investors often have a long-term investment horizon and conduct in-depth research before investing.
  • Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors. Hedge funds may invest in ChampionX Corporation based on short-term trading opportunities or specific market events.

Investment Motivations:

Investors are drawn to ChampionX Corporation for various reasons, often linked to the company's financial health, market position, and future outlook. Several factors influence their investment decisions:

  • Growth Prospects: Investors seeking capital appreciation may invest in ChampionX Corporation if they believe the company has strong growth potential in its sector.
  • Dividends: Income-seeking investors may be attracted to ChampionX Corporation if it pays regular dividends, providing a steady stream of income.
  • Market Position: A company with a strong market share and competitive advantage can be an attractive investment, as it suggests stability and potential for future profitability.

Investment Strategies:

Different investors adopt various strategies when investing in ChampionX Corporation, reflecting their individual goals and risk tolerance:

  • Long-Term Holding: Some investors buy and hold ChampionX Corporation shares for an extended period, aiming to benefit from the company's long-term growth and dividend income.
  • Short-Term Trading: Other investors engage in short-term trading, seeking to profit from price fluctuations in ChampionX Corporation shares.
  • Value Investing: Value investors look for undervalued companies with strong fundamentals, believing that the market price will eventually reflect the company's true worth.

For more insights into ChampionX Corporation, explore: ChampionX Corporation (CHX): History, Ownership, Mission, How It Works & Makes Money

ChampionX Corporation (CHX) Institutional Ownership and Major Shareholders of ChampionX Corporation (CHX)

Institutional ownership in ChampionX Corporation (CHX) reflects the extent to which large financial organizations, such as mutual funds, pension funds, and hedge funds, hold shares in the company. Monitoring these ownership trends can provide insights into market sentiment and potential stock performance. Recent activity and holdings of major institutional investors can significantly influence ChampionX Corporation's stock price and strategic direction.

Here's an overview of ChampionX Corporation's institutional ownership profile:

  • Top Institutional Investors: The largest institutional investors in ChampionX Corporation and their respective shareholdings.
  • Recent Changes in Ownership: Recent increases or decreases in stakes by institutional investors.
  • Impact of Institutional Investors: The role these large investors play in the company’s stock price and strategy.

As of the latest updates, several institutional investors hold significant positions in ChampionX Corporation (CHX). Here’s a list of the top institutional holders:

  • Vanguard Group Inc: Holds approximately 12.4 million shares, representing about 6.2% of the company.
  • BlackRock Fund Advisors: Holds around 9.9 million shares, accounting for roughly 4.9% of the company.
  • State Street Global Advisors Inc: Owns approximately 5.2 million shares, representing about 2.6% of the company.
  • Capital World Investors: Holds about 4.5 million shares, which is roughly 2.3% ownership.
  • Geode Capital Management LLC: Possesses approximately 2.2 million shares, representing about 1.1% of the company.

Changes in institutional ownership can indicate confidence or concern among major investors. Recent filings reveal the following activities:

  • Vanguard Group Inc: Increased its holdings by 3.1% in the recent quarter.
  • BlackRock Fund Advisors: Increased its holdings by 2.7% in the recent quarter.
  • State Street Global Advisors Inc: Increased its holdings by 4.2% in the recent quarter.

These changes suggest a positive sentiment towards ChampionX Corporation (CHX) among these major institutional investors, potentially driven by factors such as the company's financial performance, strategic initiatives, and overall market conditions.

Institutional investors play a crucial role in ChampionX Corporation's stock price and strategic direction. Their substantial holdings can lead to:

  • Price Stability: Large positions can reduce volatility.
  • Strategic Influence: Engagement with management can shape company policy.
  • Market Confidence: Increased stakes can signal strong belief in the company's future.

The collective actions of these major players can significantly impact ChampionX Corporation's market valuation and long-term growth prospects.

Here is a detailed table summarizing the key institutional investors in ChampionX Corporation:

Investor Shares Held Ownership (%) Recent Change
Vanguard Group Inc 12.4 million 6.2% 3.1% Increase
BlackRock Fund Advisors 9.9 million 4.9% 2.7% Increase
State Street Global Advisors Inc 5.2 million 2.6% 4.2% Increase
Capital World Investors 4.5 million 2.3% No Change
Geode Capital Management LLC 2.2 million 1.1% No Change

Understanding the trends and activities of institutional investors provides valuable insights into the financial dynamics of ChampionX Corporation. For further insights into ChampionX Corporation's financial health, check out: Breaking Down ChampionX Corporation (CHX) Financial Health: Key Insights for Investors

ChampionX Corporation (CHX) Key Investors and Their Impact on ChampionX Corporation

Understanding the investor profile of ChampionX Corporation (CHX) provides valuable insights into the company's stability, growth potential, and market sentiment. Examining who is investing in ChampionX Corporation and their recent activities can offer clues about the future direction of the stock and the company's strategic decisions.

Here's an overview of ChampionX Corporation's notable investors, their influence, and recent moves:

  • Vanguard Group: The Vanguard Group is a significant institutional investor in ChampionX Corporation.
  • BlackRock Fund Advisors: BlackRock Fund Advisors holds a substantial position in ChampionX Corporation.
  • State Street Corporation: State Street Corporation is another key institutional investor in ChampionX Corporation.
  • Dimensional Fund Advisors LP: Dimensional Fund Advisors LP also maintains a notable investment in ChampionX Corporation.
  • Geode Capital Management LLC: Geode Capital Management LLC is among the top investors in ChampionX Corporation.

These major institutional investors typically hold ChampionX Corporation shares as part of their diversified investment portfolios. Their investment decisions are often driven by quantitative analysis, risk management strategies, and long-term growth prospects.

The top 10 institutional investors in ChampionX Corporation (CHX) according to recent filings are:

  • Vanguard Group Inc
  • BlackRock Fund Advisors
  • State Street Corp
  • Dimensional Fund Advisors LP
  • Geode Capital Management LLC
  • Bank of New York Mellon Corp
  • Charles Schwab Investment Management Inc
  • Northern Trust Corp
  • Victory Capital Management Inc
  • BNP Paribas Asset Management USA Corp

These institutional investors collectively hold a significant percentage of ChampionX Corporation's outstanding shares, making their investment decisions influential.

Recent moves by major investors can signal important shifts in sentiment or strategic direction. For example, a large institutional investor increasing their stake might indicate confidence in ChampionX Corporation's future performance, while a significant sell-off could suggest concerns about the company's prospects. Monitoring these activities can provide valuable insights for other investors.

Institutional ownership in ChampionX Corporation is substantial. According to Yahoo Finance, the percentage of institutional ownership is around 96.80% as of the latest available data.

Here is a table summarizing key aspects of ChampionX Corporation's investor profile based on the latest available data:

Investor Type Examples Influence Recent Moves
Institutional Investors Vanguard, BlackRock, State Street Significant impact on stock price and company decisions due to large holdings. Monitoring buying and selling activities for trend analysis.
Mutual Funds Fidelity, T. Rowe Price Moderate influence, reflecting broader market sentiment. Tracking fund allocations and performance related to CHX.
Hedge Funds Various private funds Potential for short-term price volatility. Analyzing SEC filings for position changes and activist involvement.
Individual Investors Retail shareholders Limited individual impact, but collective sentiment can influence price. Following online forums and sentiment analysis for overall opinion.

Understanding the composition and activities of ChampionX Corporation's investor base is crucial for assessing market sentiment and potential future stock performance. Keeping an eye on major institutional moves and overall ownership trends can provide a more informed investment strategy.

To further understand ChampionX Corporation's financial standing, explore Breaking Down ChampionX Corporation (CHX) Financial Health: Key Insights for Investors.

ChampionX Corporation (CHX) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of ChampionX Corporation (CHX). Here's an overview of the current investor profile, recent market reactions, and analyst perspectives:

Investor Sentiment:

  • Major institutional investors in ChampionX (CHX) include:
    • BlackRock Inc. with 12.76% ownership
    • Vanguard Group Inc. holding 10.46%
    • State Street Corp with a 4.04% stake
    • American Century Companies Inc. owning 3.97%
    • Brown Advisory Holdings Inc. with 2.51%
  • Recent data indicates a decline in Indian investors' search interest for ChampionX stock by -30% to -58% over the last 30 days, reflecting a downward trend in sentiment.

Recent Market Reactions:

  • On April 10, 2025, ChampionX (CHX) shares surged by 12.6%, closing at $25.35. This spike was attributed to renewed investor optimism following President Trump's announcement to suspend U.S. tariffs on most countries for 90 days.
  • However, this jump occurred amidst a backdrop of a 21.1% loss over the preceding four weeks.
  • CHX shares have moved lower in the immediate aftermath of earnings 7 out of 12 previous reports. On average the stock moved up 0.3% in the first day of trading after the company reported earnings.

Analyst Perspectives:

  • ChampionX has a consensus rating of Moderate Buy.
  • The company's average rating score is 2.50, based on 1 buy rating and 1 hold rating.
  • The average analyst price target for ChampionX Corporation is $40.00, representing a potential increase of 62.01% from the current price of $24.69.
  • Next quarter's sales forecast for CHX is $889.02M.
  • The consensus EPS estimate for the upcoming report has remained unchanged over the last 30 days.

Additional factors influencing investor decisions:

  • Dividend: ChampionX pays a dividend of 1.54%, which is higher than the bottom 25% of dividend-paying stocks.
  • Market Rank: ChampionX scored higher than 65% of companies evaluated by MarketBeat, ranking 58th out of 100 stocks in the construction sector.
  • Earnings Estimates: ChampionX is expected to post quarterly earnings of $0.41 per share in its upcoming report, a year-over-year change of -18%. Revenues are expected to be $869 million, down 5.8% from the year-ago quarter.
  • Zacks Rank: ChampionX is currently sporting a Zacks Rank of #2 (Buy). Over the past 90 days, the Zacks Consensus Estimate for CHX's full-year earnings has moved 3% higher.

Here's a summary of ChampionX (CHX) returns compared to its sector and index:

Period ChampionX Corp Sector (Energy) Index (Russel 2000)
3 Months -18.74% -13.3% 0.0%
6 Months -14.96% -9.8% 0.0%
1 Year -27.89% -14.2% 0.0%
3 Years 6.54% 1.4% -12.9%

For more insights into ChampionX Corporation's financial health, consider reading: Breaking Down ChampionX Corporation (CHX) Financial Health: Key Insights for Investors

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