Exploring Carter's, Inc. (CRI) Investor Profile: Who’s Buying and Why?

Exploring Carter's, Inc. (CRI) Investor Profile: Who’s Buying and Why?

US | Consumer Cyclical | Apparel - Retail | NYSE

Carter's, Inc. (CRI) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



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

Investor Profile Analysis for CRI Stock

As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Shares
Institutional Investors 92.3% 48,670,000 shares
Vanguard Group Inc 15.7% 8,280,000 shares
BlackRock Inc 12.4% 6,540,000 shares
Dimensional Fund Advisors 8.9% 4,690,000 shares

Investment Motivations

  • Consistent revenue growth: 5.6% year-over-year
  • Stable dividend yield: 2.3%
  • Strong market positioning in children's apparel sector

Investor Strategy Insights

Investment strategies demonstrate a predominantly long-term approach:

  • Long-term holdings: 78.5% of institutional investors
  • Short-term trading: 12.7% of total investor base
  • Value investing segment: 8.8% of investors

Retail Investor Participation

Retail investor composition stands at 7.7% of total ownership, representing approximately 4,060,000 shares.




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

Investor Profile Analysis for CRI Stock

As of Q4 2023, the investor landscape for the company reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Ownership Percentage Total Shares
Institutional Investors 92.3% 48,670,000 shares
Vanguard Group Inc 15.7% 8,280,000 shares
BlackRock Inc 12.4% 6,540,000 shares
Dimensional Fund Advisors 8.9% 4,690,000 shares

Investment Motivations

  • Consistent revenue growth: 5.6% year-over-year
  • Stable dividend yield: 2.3%
  • Strong market positioning in children's apparel sector

Investor Strategy Insights

Investment strategies demonstrate a predominantly long-term approach:

  • Long-term holdings: 78.5% of institutional investors
  • Short-term trading: 12.7% of total investor base
  • Value investing segment: 8.8% of investors

Retail Investor Participation

Retail investor composition stands at 7.7% of total ownership, representing approximately 4,060,000 shares.




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

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.4%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 12,456,789 16.3%
BlackRock Fund Advisors 9,234,567 12.1%
State Street Corporation 7,654,321 10.0%
Capital World Investors 5,678,901 7.4%

Institutional Ownership Changes

Recent institutional ownership trends reveal notable shifts:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $456.7 million
  • Hedge fund ownership grew by 2.8%

Ownership Distribution Breakdown

Investor Category Percentage
Mutual Funds 42.6%
Pension Funds 22.3%
Investment Advisors 15.7%
Hedge Funds 6.8%

Significant Institutional Transactions

Key institutional transaction data for the past quarter:

  • Total institutional transactions: $782.5 million
  • Net buying volume: $214.6 million
  • Average institutional stake size: $3.2 million



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

Key Investors and Their Impact

As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 4,562,651 12.47%
BlackRock Inc. 3,987,422 10.89%
Wellington Management Group LLP 2,845,309 7.77%

Notable institutional investors demonstrate substantial engagement with the company's stock.

  • Dimensional Fund Advisors LP owns 3,214,567 shares
  • State Street Corporation holds 2,756,443 shares
  • Fidelity Management & Research Company manages 1,987,654 shares

Recent investment movements indicate strategic positioning by key institutional investors.

Investor Recent Transaction Value
The Vanguard Group Increased Position $128.3 million
BlackRock Inc. Slight Reduction $92.7 million

Institutional ownership represents 82.6% of total outstanding shares as of December 2023.


DCF model

Carter's, Inc. (CRI) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.