Exploring Data I/O Corporation (DAIO) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Data I/O Corporation, and more importantly, why? With a market cap of just $43.89 million and a recent 1-year revenue of $23.91 million, this company presents an intriguing profile for investors. Are institutional investors leading the charge, or is it the insiders who see the most potential? Considering the high institutional ownership of 37.90% and significant insider ownership, understanding the motivations behind these investments could unlock valuable insights. Dive in to explore the key players and the factors driving their investment decisions in Data I/O Corporation.

Data I/O Corporation (DAIO) Who Invests in Data I/O Corporation (DAIO) and Why?

Understanding the investor profile of Data I/O Corporation (DAIO) provides valuable insights into the company's valuation, stock behavior, and overall market perception. A diverse investor base can contribute to a more stable stock price, while concentrated ownership may lead to higher volatility. Here's a breakdown of the key investor types, their motivations, and typical investment strategies observed among Data I/O Corporation (DAIO) investors.

Key Investor Types

The investor base of Data I/O Corporation (DAIO) can be broadly categorized into retail investors, institutional investors, and insiders.

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Due to the size of Data I/O Corporation (DAIO), it is likely that retail investors constitute a notable portion of the shareholder base.
• Institutional Investors: These include entities such as mutual funds, pension funds, hedge funds, and insurance companies that invest on behalf of their clients. Institutional ownership in Data I/O Corporation (DAIO) is significant, with institutions owning about 34% of the company.
• Insiders: This group comprises the company's executives, directors, and other employees who hold Data I/O Corporation (DAIO) shares. Insider ownership accounts for approximately 9.39%.

Investment Motivations

Different investors are attracted to Data I/O Corporation (DAIO) for various reasons, which often align with their investment objectives and risk tolerance.

• Growth Prospects: Some investors may be drawn to Data I/O Corporation (DAIO)'s growth potential in the automotive electronics, Internet of Things (IoT), and security provisioning sectors. The company's focus on integrating AI and its innovative security provisioning platform may also appeal to growth-oriented investors.
• Market Position: Data I/O Corporation (DAIO)'s established position in the electronic manufacturing ecosystem, serving major industries such as automotive, industrial controls, and medical devices, can be an attractive factor for investors seeking established players.
• Financial Stability: The company's strong balance sheet, characterized by having $10.3 million in cash and no debt as of December 31, 2024, may appeal to investors looking for financially stable investments.
• Strategic Initiatives: Investors might be motivated by the strategic initiatives implemented by the new CEO, William Wentworth, including AI integration, redesigned field services, and cost reduction measures, viewing these as potential catalysts for future growth.

Investment Strategies

The strategies employed by Data I/O Corporation (DAIO) investors vary depending on their investment goals and time horizons.

• Long-Term Holding: Some institutional investors may adopt a long-term holding strategy, banking on the company's secular growth trends in automotive electronics and IoT markets.
• Value Investing: Value investors might be attracted to Data I/O Corporation (DAIO)'s compelling financial model, significant operating leverage, and attractive product mix, viewing the stock as undervalued relative to its potential.
• Short-Term Trading: Given the stock's volatility, short-term traders may seek to capitalize on price fluctuations. For instance, during the last trading day, the stock moved $0.120 between high and low, or 6.15%.

Financial Overview

To provide a clearer picture of what attracts investors, here's a snapshot of Data I/O Corporation (DAIO)'s key financial data:

Factors Influencing Investor Decisions

Several factors can influence investor decisions regarding Data I/O Corporation (DAIO):

• Company Performance: Revenue trends, earnings reports, and overall financial health play a significant role in investor confidence.
• Industry Trends: The growth of the automotive semiconductor market, forecasted to triple by 2030, and the increasing demand for secure data deployment solutions can positively influence investor sentiment.
• Strategic Developments: New product launches, partnerships, and strategic initiatives undertaken by the company can attract investor interest.
• Market Sentiment: Overall market conditions, economic outlook, and investor sentiment towards the technology sector can impact Data I/O Corporation (DAIO)'s stock performance.

In conclusion, Data I/O Corporation (DAIO) attracts a mix of retail and institutional investors, each with their own motivations and strategies. Growth prospects, financial stability, and strategic initiatives are key factors influencing investment decisions. Understanding these dynamics is crucial for both current and prospective investors.

To learn more about Data I/O Corporation (DAIO), explore its history, ownership, mission, and how it operates: Data I/O Corporation (DAIO): History, Ownership, Mission, How It Works & Makes Money

Data I/O Corporation (DAIO) Institutional Ownership and Major Shareholders

Institutional ownership in Data I/O Corporation (DAIO) reflects the extent to which large financial entities hold the company’s stock. As of March 27, 2025, 48 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 3,615,227 shares.

Here's a detailed look at the major players:

• Top Institutional Investors:
• Kanen Wealth Management LLC: Holds a significant position.
• Renaissance Technologies LLC: Another major institutional holder.
• Vanguard Group Inc: A well-known investment firm with shares in DAIO.
• PHLOX - Philotimo Focused Growth and Income Fund
• Kovack Advisors, Inc.
• Penbrook Management LLC
• Dimensional Fund Advisors LP
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Acadian Asset Management Llc
• VEXMX - Vanguard Extended Market Index Fund Investor Shares

Besides institutional investors, insiders also hold a significant percentage of Data I/O Corp stock. As of early 2025, insiders own approximately 73.46% of the company, while institutional shareholders own about 33.96%. Retail investors account for the remaining ownership.

Here is a list of the top individual shareholders and their holdings:

• John D. Delafield: The largest individual shareholder, owning 2,041,878 shares, representing 22.10% of the company, valued at approximately $4.81 million.
• Bisco Industries Inc: Holding 1,455,583 shares, which accounts for 15.75% of the company.
• Leviticus Partners L P: Holds 1,020,312 shares, representing 11.04% of the company.
• Anthony Ambrose: Holds 471,048 shares, representing 5.10% of the company.
• David Kanen: Holds 398,803 shares, representing 4.32% of the company.

Changes in institutional ownership can provide insights into the sentiment of major investors. Recent data indicates some shifts in holdings. For example, looking at Q4 2024 data:

• Increased Positions: 7 holders increased their positions by 77,707 shares.
• Decreased Positions: 10 holders decreased their positions by 107,894 shares.
• Held Positions: 16 holders maintained their positions, holding steady with 2,949,897 shares.

Some specific changes in shareholdings among major institutional investors include:

• Vanguard Group Inc decreased its holdings by 1,900 shares (-0.525%).
• Kovack Advisors, Inc. reduced their position by 21,400 shares (-7.105%).
• Penbrook Management Llc decreased their holdings by 2,000 shares (-0.737%).
• Essex Investment Management Co Llc increased its position by 10,679 shares (37.623%).

These changes can reflect various factors, such as portfolio adjustments, changes in investment strategy, or reassessment of the company's prospects. Overall institutional ownership accounts for 33.93% of the total shares outstanding, representing a total value of $7 million.

Institutional investors can significantly influence a company's stock price through large volume trading and by signaling confidence (or lack thereof) in the company. Moreover, these investors often have a voice in corporate governance, influencing company strategy through voting rights and direct engagement with management. For instance, Data I/O's investor relations contacts are available for discussions regarding company performance and strategy.

The fund sentiment score, which indicates the level of institutional accumulation, is a metric to watch. It reflects how actively funds are buying the stock, with higher numbers suggesting greater accumulation compared to peers.

While it's difficult to pinpoint exact reasons without specific filings, several factors could motivate these ownership changes:

• Company Performance: Data I/O reported a challenging fourth quarter in 2024, with net sales down 25% from Q4 2023, and a full-year sales decline of 22%. This might lead some investors to reduce their stakes.
• Strategic Initiatives: The company is implementing strategic initiatives, including AI integration and cost reduction measures, under the new CEO William Wentworth. The effectiveness and reception of these plans can influence investor decisions.
• Market Opportunities: Data I/O operates in sectors with significant growth potential, particularly in automotive electronics and IoT. Positive forecasts for these markets could attract or retain institutional investment.

For additional insights into Data I/O Corporation, you might find this link helpful: Mission Statement, Vision, & Core Values of Data I/O Corporation (DAIO).

Data I/O Corporation (DAIO) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Data I/O Corporation (DAIO) provides valuable insights into the company's stability, strategic direction, and potential for growth. Institutional ownership, insider holdings, and the activities of major shareholders can all influence Data I/O's stock performance and corporate decisions.

As of recent filings, Data I/O Corporation has a mix of institutional and individual (insider) ownership. Institutional investors hold a significant percentage of the company's shares, while insiders also maintain a substantial stake.

Key aspects of Data I/O Corporation's investor profile include:

• Institutional Ownership: 33.93% of Data I/O is owned by institutional shareholders.
• Insider Ownership: A substantial 73.46% is held by Data I/O insiders.
• Retail Investors: 0.00% is held by retail investors.

Here's a detailed breakdown of some notable investors and their influence:

• John D. Delafield: As the largest individual shareholder, John D. Delafield owns 2,041,878 shares, representing 22.10% of the company, valued at approximately $4.81 million.
• Bisco Industries Inc: Holds 1,455,583 shares, accounting for 15.75% of the company, with a value of $3.43 million.
• Leviticus Partners L P: Possesses 1,020,312 shares, which is 11.04% of the company, valued at $2.40 million.
• Kanen Wealth Management LLC: Is an institutional investor with 839,421 shares, representing 9.08% ownership, valued at $1.98 million.
• Renaissance Technologies LLC: Another significant institutional holder with 503,643 shares, holding 5.45% of the company, valued at $1.19 million.
• Anthony Ambrose: Holds 471,048 shares, amounting to 5.10% of the company, with a value of $1.11 million.
• David Kanen: Owns 398,803 shares, representing 4.32% of the company, valued at $939.18k.
• Vanguard Group Inc: An institutional investor owning 359,954 shares, accounting for 3.90% of the company, valued at $847.69k.
• Kovack Advisors Inc: Holds 279,806 shares, or 3.03% of the company, valued at $658.94k.
• Penbrook Management LLC: Owns 271,450 shares, representing 2.94% of the company, valued at $639.26k.

Institutional investors like Kanen Wealth Management, Renaissance Technologies, and Vanguard Group hold substantial positions. Their investment decisions can significantly influence stock movements. Data from December 31, 2024, shows the following holdings:

• Kanen Wealth Management LLC held 839,421 shares.
• Renaissance Technologies Llc held 503,643 shares, with a slight increase of 3,654 shares (0.731% change).
• Vanguard Group Inc. held 359,954 shares, with a decrease of 1,900 shares (-0.525% change).

Recent shifts in holdings can indicate investor sentiment and potential strategic changes. For instance, Kovack Advisors Inc. decreased its position by 21,400 shares (-7.105%), while Essex Investment Management Co Llc increased its holdings by 10,679 shares (37.623%).

Data I/O's investor relations contacts are:

• Gerry Ng, Vice President and Chief Financial Officer, can be reached at (425) 881-6444 or investorrelations@dataio.com.
• Jordan Darrow of Darrow Associates, Inc., can be contacted at (512) 551-9296 or jdarrow@darrowir.com.

For further insights into Data I/O Corporation's financial health, you might find this resource helpful: Breaking Down Data I/O Corporation (DAIO) Financial Health: Key Insights for Investors.

Understanding the composition and recent activities of Data I/O Corporation's investors is crucial for assessing the company's current position and future prospects. Recent news indicates that Data I/O will announce its first quarter 2025 financial results on April 24, 2025.

The company has a compelling financial model with significant operating leverage and a strong balance sheet with no debt. They operate in growing markets such as automotive electronics and IoT, and have a groundbreaking security provisioning platform. Since 2012, Data I/O has executed three buybacks, returning $8.1 million to shareholders.

Data I/O Corporation's stock is traded on NASDAQ under the symbol DAIO. As of March 27, 2025, the share price was $2.47. Previously, on March 28, 2024, the share price was $3.52, representing a 29.94% decline over that period.

Data I/O Corporation (DAIO) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential of Data I/O Corporation (DAIO). Shifts in major shareholders' positions, market responses to these changes, and analyst perspectives all contribute to a comprehensive view of the company's future. For more in-depth information about Data I/O Corporation, you might find this resource helpful: Data I/O Corporation (DAIO): History, Ownership, Mission, How It Works & Makes Money.

Investor sentiment towards Data I/O Corporation can be gauged by examining the actions of its major shareholders. While real-time sentiment analysis can fluctuate, observing significant increases or decreases in holdings by institutional investors often indicates their overall outlook. For instance, a large purchase by a prominent investment firm might signal a positive sentiment, while a substantial sell-off could suggest concerns about the company's performance or future prospects.

The stock market's reaction to changes in ownership or large investor moves provides valuable insights. Positive reactions, such as a stock price increase following news of a major investor taking a larger stake, can reflect confidence in the company's direction. Conversely, negative reactions, like a price drop after a significant investor reduces their position, may indicate uncertainty or lack of confidence. These market reactions are often influenced by the perceived expertise and reputation of the investors involved.

Analyst perspectives play a key role in shaping investor sentiment and market expectations. Analysts regularly provide insights on the potential impact of key investors on Data I/O Corporation's future. These insights typically include:

• Growth opportunities: Assessments of how major investors might influence the company's ability to pursue new markets or expand its product offerings.
• Financial stability: Evaluations of the impact on the company's financial health and its ability to manage debt and generate profits.
• Strategic direction: Opinions on whether key investors are likely to support or challenge the company's strategic initiatives.

For example, analysts might comment on how a major technology-focused investor could help Data I/O Corporation innovate and stay competitive. Alternatively, they might discuss the potential risks if a key investor's vision clashes with the company's existing strategy.

To illustrate the potential impact of investor sentiment, consider a hypothetical scenario based on typical market behaviors:

Keeping abreast of these dynamics allows stakeholders to better understand the forces shaping Data I/O Corporation's market position and make more informed decisions.