Ever wondered who's investing in Carter's, Inc. and what's driving their decisions? As of the fiscal year 2024, institutional investors held a significant 88.40% of the company. But who are these key players, and what makes Carter's an attractive investment for them? Could understanding their strategies unlock insights for your own investment decisions, especially considering the potential impacts of factors like market dynamics and consumer behavior on a brand known for its presence in the kids' apparel market? Dive in to explore the investor profile of Carter's, Inc. and uncover the 'why' behind their investment choices.

Carter's, Inc. (CRI) Who Invests in Carter's, Inc. (CRI) and Why?

Understanding the investor profile of Carter's, Inc. (CRI) provides valuable insights into the market's perception of the company. A variety of investors, from retail to institutional, hold shares of Carter's, each with their own motivations and strategies.

Key investor types can be broken down as follows:

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and other financial institutions that manage large sums of money. Data from recent filings shows significant institutional ownership in Carter's, Inc. (CRI).
• Retail Investors: These are individual investors who buy and sell securities for their own accounts.

Here's a closer look at the different types of investors and their rationales:

Institutional Investors

Institutional investors often have a long-term investment horizon and conduct thorough research before investing. Major institutional shareholders of Carter's, Inc. (CRI) include:

• BlackRock, Inc.: Holding 4,442,252 shares.
• Vanguard Group Inc.: Holding 3,895,549 shares.
• JPMorgan Chase & Co.: Holding 2,805,033 shares.
• Pacer Advisors, Inc.: Holding 2,851,079 shares.

These institutions often invest in Carter's due to factors such as:

• Market Position: Carter's, Inc. is the largest branded marketer in North America of apparel exclusively for babies and young children. The Company owns the Carter's and OshKosh B'gosh brands, two of the most recognized brands in the marketplace.
• Dividend Yield: Carter's has an attractive dividend yield. The annual dividend is $3.20 per share, with a yield of approximately 8.8%.
• Growth Prospects: While earnings are expected to decline by an average of 13.1% per year for the next 3 years, analysts provide an average 12-month price target of $45.00.

Hedge Funds

Hedge funds are a type of institutional investor that uses various strategies to generate returns. As of Q4 2024, 29 hedge fund portfolios held Carter's, Inc. (CRI). Hedge funds may be attracted to Carter's due to:

• Potential for Short-Term Gains: Hedge funds might engage in short-term trading strategies to capitalize on price fluctuations in Carter's stock.
• Activist Investing: Some hedge funds may take an activist approach, seeking to influence company management and strategy to unlock value.

Retail Investors

Retail investors include individuals who invest in Carter's for various reasons:

• Dividend Income: The company's quarterly dividend payments make it an appealing option for investors seeking regular income. The annual dividend is $3.20 per share.
• Long-Term Growth: Some retail investors may believe in the long-term growth potential of Carter's, driven by its brand recognition and market leadership.
• Value Investing: With the stock trading at 23.1% below estimates of its fair value, value investors might see Carter's as an undervalued opportunity.

Investment Strategies

The investment strategies employed by Carter's, Inc. (CRI) investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as mutual funds and pension funds, adopt a long-term holding strategy, based on the stability of Carter's and dividend payouts.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from price swings.
• Value Investing: Value investors look for undervalued companies with the expectation that the market will eventually recognize their intrinsic worth.

Factors Influencing Investment Decisions

Several factors can influence investor decisions regarding Carter's, Inc. (CRI):

• Financial Performance: Carter's revenue for 2024 was $2.84 billion, a decrease of -3.45% compared to the previous year. Earnings were $181.83 million, a decrease of -20.33%.
• Market Trends: Trends in the apparel retail industry, such as changing consumer preferences and competition from online retailers, can impact investor sentiment.
• Company News: News regarding earnings releases, strategic initiatives, and other corporate developments can influence investment decisions. Carter's will release its first quarter fiscal 2025 financial results on Friday, April 25, 2025.

Here is a table summarizing key ownership information:

In conclusion, the investor profile of Carter's, Inc. (CRI) is diverse, encompassing retail investors, hedge funds and large institutional entities. Each investor type is drawn to the company for different reasons, which range from dividend payouts and long-term growth prospects to short-term trading opportunities. These investors' strategies are shaped by Carter's financial performance, market trends, and company-specific news.

For more insights into Carter's, Inc., explore Mission Statement, Vision, & Core Values of Carter's, Inc. (CRI).

Carter's, Inc. (CRI) Institutional Ownership and Major Shareholders of Carter's, Inc. (CRI)

Institutional ownership in Carter's, Inc. (CRI) provides insights into the stability and potential influence on the company’s stock performance and strategic decisions. Examining the major shareholders and their recent activities offers a glimpse into market sentiment and long-term investment perspectives.

Here's a breakdown of institutional investors in Carter's, Inc. (CRI), recent changes in ownership, and the potential impact of these large investors:

• Top Institutional Investors: The largest institutional investors in Carter's, Inc. (CRI) include firms with substantial holdings. While specific updated shareholding amounts for 2024 aren't available, major institutional holders typically consist of investment management companies, pension funds, and large financial institutions. These entities often manage significant portions of the company's outstanding shares.
• Changes in Ownership: Monitoring changes in institutional ownership can indicate confidence in the company's future. Increases in holdings may suggest a positive outlook, while decreases could signal concerns. Recent activity, such as buying or selling shares, can reflect responses to Carter's, Inc. (CRI) financial performance, market trends, and broader economic conditions.
• Impact of Institutional Investors: Large institutional investors can significantly influence Carter's, Inc. (CRI) stock price due to the volume of their transactions. Their investment decisions can also impact company strategy, as these major shareholders often engage with company management regarding performance and strategic direction.

Understanding the dynamics of institutional ownership is crucial for investors looking to gauge market sentiment and potential shifts in Carter's, Inc. (CRI) strategic direction. While real-time shareholding data fluctuates, keeping an eye on major institutional players provides valuable context for investment decisions.

While I don't have specific updated numbers for 2024, you can find information from financial data providers for detailed, current ownership percentages and recent trading activity.

For more insights into Carter's, Inc. (CRI) financial health, check out: Breaking Down Carter's, Inc. (CRI) Financial Health: Key Insights for Investors

Carter's, Inc. (CRI) Key Investors and Their Impact on Carter's, Inc. (CRI)

Understanding the investor profile of Carter's, Inc. (CRI) provides valuable insights into the market's sentiment towards the company and potential influences on its strategic decisions. Examining notable investors, their influence, and recent moves can offer a clearer picture of the factors driving Carter's, Inc. (CRI)'s stock performance.

While specific real-time data on all individual investors might fluctuate, information on major institutional holders is generally accessible through financial news outlets and investment analysis platforms. These institutional investors often hold significant stakes, making their actions noteworthy.

Here are some key aspects to consider regarding Carter's, Inc. (CRI)'s investors:

• Notable Investors: Identifying major institutional investors is crucial. These could include mutual funds, pension funds, hedge funds, and other investment management firms. Some examples of large institutional holders that may appear in Carter's, Inc. (CRI)'s filings include:
  • Vanguard Group: Known for its index funds and ETFs, Vanguard often holds significant positions in publicly traded companies.
  • BlackRock Fund Advisors: As one of the world's largest asset managers, BlackRock's investment decisions can have a substantial impact.
  • State Street Global Advisors: Another major player in the asset management industry, State Street often holds large positions through its various funds.
  • Other Institutional Investors: Other entities like Geode Capital Management, LLC and various insurance companies may also hold notable positions.
• Investor Influence: Large institutional investors can exert influence through:
  • Voting Rights: Significant shareholdings come with voting rights that can influence board elections and important company decisions.
  • Engagement with Management: Major investors often engage directly with the management team to discuss strategy, performance, and governance.
  • Activism: In some cases, investors may take an activist role, publicly advocating for changes in the company's direction.
• Recent Moves: Monitoring recent buying and selling activity can provide insights into investor sentiment.
  • Increased Stakes: Significant purchases by major investors can signal confidence in the company's future prospects.
  • Decreased Stakes: Conversely, large sales may indicate concerns about the company's performance or outlook.
  • Activist Campaigns: Any public campaigns by activist investors can lead to significant stock movements and strategic shifts within the company.

For instance, let's consider a hypothetical scenario based on typical investor behavior. If Vanguard or BlackRock, two of the largest asset managers, significantly increased their holdings in Carter's, Inc. (CRI), it could signal a strong belief in the company's long-term growth potential. This might lead to a positive market reaction, driving the stock price up. Conversely, if a prominent hedge fund with a history of activist investing took a large short position in Carter's, Inc. (CRI), it could indicate concerns about the company's financial health or strategic direction, potentially leading to increased market scrutiny.

Here is a hypothetical example of institutional ownership in Carter's, Inc. (CRI):

These figures are purely illustrative, and real ownership percentages can shift frequently due to market activity. To get the most accurate and up-to-date information, refer to Carter's, Inc. (CRI)'s official filings and reputable financial data sources.

Further insights into Carter's, Inc. (CRI)'s financial standing can be found here: Breaking Down Carter's, Inc. (CRI) Financial Health: Key Insights for Investors

By analyzing these aspects, stakeholders can gain a more comprehensive understanding of the investor landscape surrounding Carter's, Inc. (CRI) and its potential implications.

Carter's, Inc. (CRI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential future of Carter's, Inc. (CRI). Shifts in major shareholdings can signal significant changes in the company's trajectory, influencing stock performance and overall market perception.

Recent market reactions to changes in ownership or large investor moves provide insights into how the investment community views Carter's, Inc. (CRI)'s prospects. Monitoring these reactions can help current and potential investors gauge the stock's volatility and potential for growth. Analyzing market responses involves looking at stock price movements, trading volumes, and related news coverage following announcements of significant investor activity.

Analyst perspectives offer valuable insights into how key investors might impact Carter's, Inc. (CRI)'s future. These analysts often assess the motivations and strategies of major shareholders, predicting how their actions could influence the company's decisions and financial outcomes. Their reports can provide a deeper understanding of the potential long-term effects of investor sentiment on Carter's, Inc. (CRI)'s performance. For example, analysts might comment on how activist investors could push for strategic changes or how long-term institutional investors might provide stability during market fluctuations.

Key aspects of investor sentiment and market impact include:

• Major Institutional Holders: Identifying the top institutional investors and their recent trading activity.
• Hedge Fund Positions: Tracking hedge fund investments for more tactical insights.
• Retail Investor Sentiment: Gauging the mood of individual investors through online forums and trading patterns.

Examining ownership trends can reveal shifts in investor confidence. Increases in institutional ownership might suggest a positive outlook, while decreases could indicate concerns about future performance. Notable shareholders can exert considerable influence through their voting rights and ability to advocate for specific corporate actions.

For additional insights into the company's financial standing, see Breaking Down Carter's, Inc. (CRI) Financial Health: Key Insights for Investors.