Exploring Edgewell Personal Care Company (EPC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who exactly owns Edgewell Personal Care Company (EPC), the maker of familiar brands like Schick and Wilkinson Sword? Delving into EPC's investor profile reveals a mix of institutional, retail, and individual investors, with institutional investors holding a significant sway. As of December 31, 2024, institutional investors held approximately 93.40% of the company's stock. Curious about which firms exert the most influence and what drives their investment decisions? Read on to uncover the key players and the factors shaping Edgewell's ownership landscape.

Edgewell Personal Care Company (EPC) Who Invests in [Company Name] and Why?

Understanding the investor profile of Edgewell Personal Care Company (EPC) provides valuable insights into market sentiment and the factors driving investment decisions. A diverse range of investors, from retail to institutional, are drawn to EPC for various reasons, influencing their investment strategies.

Key Investor Types: The ownership structure of Edgewell Personal Care (EPC) comprises a mix of institutional, retail, and individual investors.

• Institutional Investors: These include mutual funds, hedge funds, pension funds, and other financial institutions. As of recent data, institutional investors hold a significant portion of EPC's stock. Approximately 62.00% to 93.40% of the company's stock is owned by institutional investors. Top institutional holders include:
  • iShares: Owning 5,589,154 shares, representing 11.59% holding.
  • Vanguard: Holding 5,469,964 shares, which is 11.34%.
  • Vanguard Index Funds: With 4,359,239 shares, accounting for 9.04%.
  • American Century Capital Portfolios, Inc.: Holding 2,450,000 shares, representing 5.08%.
  • Charles Brandes: With 2,041,665 shares, accounting for 4.23%.
  • Capitol Series Trust: Holding 2,004,037 shares, representing 4.16%.
  • Dfa Investment Dimensions Group Inc.: With 2,001,865 shares, accounting for 4.15%.
• Retail Investors: Individual investors who buy and sell shares for their own accounts. Retail investors hold approximately 5.40% of Edgewell Personal Care (EPC) stock.
• Insiders: Company executives and board members. Insiders own about 1.20% of the company's stock.
• Public Companies and Individual Investors: These account for approximately 31.40% of EPC's stock ownership.

Investment Motivations: Several factors attract investors to Edgewell Personal Care Company:

• Growth Prospects: Investors are drawn to Edgewell's potential for growth in the personal care market. The company is focusing on expanding its presence in attractive growth categories. This includes strategic initiatives such as innovation in consumer-centric products.
• Dividend Payouts: Edgewell offers dividends, making it attractive to income-seeking investors. The company's dividend yield is approximately 2.03%, with a dividend of $0.60 per share.
• Market Position: Edgewell has a strong market position with a diversified portfolio of well-established brands, including Schick, Wilkinson Sword, Skintimate, Playtex, Banana Boat, and Hawaiian Tropic.
• Long-Term Strategy: Edgewell's management is focused on a long-term strategy to drive growth and enhance shareholder value. This includes investing in organic and inorganic growth opportunities.
• Capital Allocation: Disciplined capital allocation, including returning capital to shareholders through dividends and opportunistic share repurchases, is a key motivator.
• Sustainability Initiatives: Edgewell is investing in activities aligned with themes such as personalization and sustainability. For example, the company has partnered with the Arbor Day Foundation to plant 8,350 trees globally to support reforestation and biodiversity.

Investment Strategies: Investors in Edgewell Personal Care Company employ various strategies:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, influenced by Edgewell's established brands and market presence.
• Value Investing: Some investors may view Edgewell as undervalued, especially given that EPC is trading at a 28% discount. The fair value is estimated at $42.01.
• Dividend Investing: Investors focused on income may prioritize EPC due to its dividend payouts.
• Growth Investing: With Edgewell's focus on expanding into high-growth categories and its investments in innovation.
• Hedge Fund Activity: Hedge funds have shown increased interest in Edgewell. Hedge funds increased holdings by 396.5K shares last quarter.

Here is a summary of hedge fund activity on EPC:

Understanding these diverse investment strategies and motivations is crucial for assessing the potential performance and stability of Edgewell Personal Care Company.

For further insights into Edgewell's financial performance, see Breaking Down Edgewell Personal Care Company (EPC) Financial Health: Key Insights for Investors.

Edgewell Personal Care Company (EPC) Institutional Ownership and Major Shareholders of Edgewell Personal Care Company (EPC)

Understanding the institutional ownership of Edgewell Personal Care Company (EPC) provides valuable insights into the company's stock dynamics and overall investor confidence. Institutional investors, which include entities like mutual funds, pension funds, and hedge funds, often hold significant stakes in publicly traded companies. Their investment decisions can influence stock price volatility and company strategy. Here’s a detailed look at Edgewell Personal Care Company (EPC)’s institutional ownership.

As of December 31, 2024, the top institutional holders of Edgewell Personal Care Company (EPC) include:

• BlackRock Fund Advisors: Holding 2,688,948 shares, representing about 5.04% ownership.
• The Vanguard Group: Holding 4,757,109 shares, representing approximately 8.93% ownership.
• Dimensional Fund Advisors LP: Holding 2,239,546 shares, reflecting around 4.20% ownership.
• SSgA Funds Management, Inc.: Holding 1,673,390 shares, holding about 3.14% ownership.
• Geode Capital Management LLC: Holding 795,454 shares, holding approximately 1.49% ownership.

These major institutional investors collectively hold a substantial portion of Edgewell Personal Care Company (EPC)'s outstanding shares. Their investment decisions and trading activities can significantly impact the company's stock performance.

Changes in institutional ownership can indicate shifts in investor sentiment and expectations regarding a company's future performance. Recent data indicates the following changes:

Examining the trading activity of major institutional investors can offer insights into their evolving perspectives on Edgewell Personal Care Company (EPC). For instance, significant increases in holdings by certain institutions may signal confidence in the company's growth prospects, while decreases could reflect concerns about potential challenges or a shift in investment strategy.

Institutional investors play a crucial role in Edgewell Personal Care Company (EPC)’s stock price and corporate strategy. Their large trading volumes can lead to increased stock price volatility, especially around earnings announcements or significant company events. Moreover, institutional investors often engage with company management to express their views on strategic decisions, influencing corporate governance and long-term planning.

Here is a detailed breakdown of Edgewell Personal Care Company (EPC)’s ownership structure:

Understanding the composition and activities of these major shareholders is essential for anyone looking to invest in Edgewell Personal Care Company (EPC) or gain a deeper understanding of its market dynamics.

To gain more insights into the company's direction, see Mission Statement, Vision, & Core Values of Edgewell Personal Care Company (EPC).

Edgewell Personal Care Company (EPC) Key Investors and Their Impact on Edgewell Personal Care Company (EPC)

Understanding the investor profile of Edgewell Personal Care Company (EPC) provides valuable insights into the company's stability, strategic direction, and potential for growth. Examining the composition of its investor base, including institutional ownership, major shareholders, and recent trading activity, can reveal important trends and influences shaping the company's performance.

As of December 31, 2024, the landscape of Edgewell Personal Care Company's (EPC) investors reveals a mix of institutional and individual stakeholders, each potentially wielding influence over the company's direction. Institutional investors, in particular, often hold significant stakes and can impact stock movements through large-scale trading activities and proxy voting. Monitoring these investors and their recent activities is crucial for understanding market sentiment and potential shifts in corporate strategy.

Here's an overview of some notable aspects of Edgewell Personal Care Company's (EPC) investor profile:

• Institutional Ownership: A significant portion of Edgewell Personal Care Company (EPC) is held by institutional investors. These entities include mutual funds, pension funds, hedge funds, and other investment firms. The top institutional holders often include well-known names such as The Vanguard Group, BlackRock Fund Advisors, Dimensional Fund Advisors LP, and State Street Corporation.
• Major Shareholders: Identifying the largest individual shareholders can also be informative. While specific individual holdings can change, monitoring SEC filings (such as Form 4) can reveal significant ownership stakes held by company executives or board members.
• Activist Investors: While not always present, activist investors can play a significant role in influencing company decisions. These investors typically acquire a substantial stake in the company and then advocate for specific changes to improve performance or unlock value.

The influence of these investors can manifest in several ways:

• Stock Movements: Large purchases or sales by institutional investors can significantly impact Edgewell Personal Care Company's (EPC) stock price. Monitoring these transactions can provide insights into market sentiment and potential future price movements.
• Company Decisions: Major shareholders can exert influence through proxy voting on key issues such as board elections, executive compensation, and corporate governance matters.
• Strategic Direction: Activist investors may propose specific strategic changes, such as cost-cutting measures, asset sales, or changes in management. Their involvement can sometimes lead to significant shifts in the company's direction.

Recent moves by key investors are crucial to monitor. Examples of such moves include:

• Buying or Selling Large Stakes: Significant increases or decreases in ownership by major institutional investors can signal confidence or concern about the company's prospects.
• Activism: Public announcements of activist campaigns, letters to management, or proxy contests can indicate potential changes on the horizon.

For example, according to the latest data, The Vanguard Group holds a substantial number of shares in Edgewell Personal Care Company (EPC), followed by BlackRock Fund Advisors. These large positions give them considerable influence over company decisions through proxy voting and direct engagement with management.

Examining Edgewell Personal Care Company's (EPC) ownership structure and recent investor activity provides a deeper understanding of the forces shaping the company's present and future. Keeping abreast of these developments is essential for anyone seeking to make informed decisions about Edgewell Personal Care Company (EPC).

Here is a table summarizing the ownership data for Edgewell Personal Care Company (EPC) as of the latest filings:

Understanding these dynamics can provide a clearer picture of Edgewell Personal Care Company's (EPC) strategic direction and potential future performance. For more insights into the company's values and goals, check out: Mission Statement, Vision, & Core Values of Edgewell Personal Care Company (EPC).

Edgewell Personal Care Company (EPC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for gauging the stability and future prospects of Edgewell Personal Care Company (EPC). Shifts in major shareholders can significantly influence stock performance and company strategy.

Recent market reactions to Edgewell Personal Care Company (EPC) have been influenced by various factors, including overall market trends, company-specific news, and broader economic conditions. Monitoring these reactions provides insights into how investors perceive the company's value and potential.

Analyst perspectives play a key role in interpreting the impact of key investors on Edgewell Personal Care Company (EPC)'s future. These analysts often provide insights based on in-depth financial analysis and industry knowledge.

Institutional ownership can provide stability and long-term investment in Edgewell Personal Care Company (EPC). Recent data on institutional holdings can reflect confidence or concern in the company’s direction.

Here are some potential factors influencing investor sentiment:

• Financial Performance: Revenue growth, profitability, and cash flow generation.
• Strategic Decisions: Mergers, acquisitions, and divestitures.
• Market Conditions: Overall economic climate and industry trends.
• Competitive Landscape: Actions of key competitors and market share dynamics.

Keeping abreast of these elements helps stakeholders understand the undercurrents shaping Edgewell Personal Care Company (EPC)'s market position and investor confidence. For further insights into the company's guiding principles, refer to Mission Statement, Vision, & Core Values of Edgewell Personal Care Company (EPC).