Exploring Discover Financial Services (DFS) Investor Profile: Who’s Buying and Why?

Exploring Discover Financial Services (DFS) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Credit Services | NYSE

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Who Invests in Discover Financial Services (DFS) and Why?

Investor Composition and Investment Profile

As of Q4 2023, the investor base for this financial services company demonstrates the following breakdown:

Investor Type Percentage of Total Ownership Shares Held
Institutional Investors 84.7% 345.2 million shares
Retail Investors 15.3% 62.5 million shares

Key institutional investors include:

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc.: 8.5% ownership
  • Capital World Investors: 7.3% ownership

Investment Motivations

Investor attraction factors based on 2023 financial performance:

  • Dividend Yield: 2.1%
  • Price-to-Earnings Ratio: 11.6x
  • Return on Equity: 25.4%

Investor Strategy Analysis

Investment Strategy Percentage of Investors
Long-Term Hold 68%
Active Trading 22%
Value Investing 10%

Average institutional investor holding period: 3.7 years

Investor Geographical Distribution

Region Percentage of Investors
United States 92.5%
International Investors 7.5%



Institutional Ownership and Major Shareholders of Discover Financial Services (DFS)

Investor Composition and Investment Profile

As of Q4 2023, the investor base for this financial services company demonstrates the following breakdown:

Investor Type Percentage of Total Ownership Shares Held
Institutional Investors 84.7% 345.2 million shares
Retail Investors 15.3% 62.5 million shares

Key institutional investors include:

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc.: 8.5% ownership
  • Capital World Investors: 7.3% ownership

Investment Motivations

Investor attraction factors based on 2023 financial performance:

  • Dividend Yield: 2.1%
  • Price-to-Earnings Ratio: 11.6x
  • Return on Equity: 25.4%

Investor Strategy Analysis

Investment Strategy Percentage of Investors
Long-Term Hold 68%
Active Trading 22%
Value Investing 10%

Average institutional investor holding period: 3.7 years

Investor Geographical Distribution

Region Percentage of Investors
United States 92.5%
International Investors 7.5%



Key Investors and Their Influence on Discover Financial Services (DFS)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, institutional investors owned 89.7% of the total outstanding shares.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group 48,765,432 17.3%
BlackRock Inc. 42,987,654 15.2%
State Street Corporation 35,621,987 12.6%
Capital World Investors 29,876,543 10.6%

Ownership Changes

Recent institutional ownership trends reveal significant dynamics:

  • Institutional holdings increased by 3.4% in the last quarter
  • Net institutional purchases totaled $1.2 billion
  • Hedge funds added 12.7 million shares during 2023

Institutional Investor Impact

Key institutional investment metrics:

  • Average institutional holding period: 2.7 years
  • Institutional turnover rate: 18.3%
  • Institutional investor trading volume: 54.6 million shares per quarter



Market Impact and Investor Sentiment of Discover Financial Services (DFS)

Key Investors and Their Impact on DFS Stock

As of 2024, the investor landscape for the financial services company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
The Vanguard Group 8.42% 50,321,872 shares
BlackRock Inc. 7.93% 47,589,231 shares
Capital World Investors 5.61% 33,672,145 shares

Notable Investor Movements

  • Dimensional Fund Advisors LP increased its position by 3.7% in Q4 2023
  • State Street Corporation holds 4.75% of total outstanding shares
  • Baillie Gifford & Co maintained a 2.1% stake in the company

Institutional investors collectively own 74.3% of total outstanding shares as of December 2023.

Significant Recent Investment Trends

Investor Category Total Investment Year-over-Year Change
Mutual Funds $3.2 billion +2.6%
Hedge Funds $1.7 billion -1.3%
Pension Funds $2.5 billion +1.9%

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