Exploring Farmer Bros. Co. (FARM) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in Farmer Bros. Co. (FARM) and what's driving their decisions? As of the fiscal year 2024, understanding the investor profile of Farmer Bros. Co. is crucial, especially considering the recent financial landscape where the stock experienced volatility, reflecting broader market trends and company-specific developments. Did you know that institutional investors play a significant role, holding a substantial percentage of the company's shares? With a market capitalization of approximately $70 million, the movements of these key players can significantly impact the stock's performance. Discover the motivations behind these investments and how they align with Farmer Bros. Co.'s strategic direction and financial health, offering valuable insights for current and prospective investors.

Farmer Bros. Co. (FARM) Who Invests in Farmer Bros. Co. (FARM) and Why?

Understanding the investor profile of Farmer Bros. Co. (FARM) provides valuable insights into the market's perception of the company. Examining the composition of investors—ranging from retail to institutional—and their motivations can shed light on the factors driving investment decisions.

Here's a breakdown of the key investor types and their typical strategies:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. They might be attracted to Farmer Bros. Co. (FARM) due to its brand recognition or perceived growth potential. Their investment strategies can vary widely, from short-term trading to long-term holding.
• Institutional Investors: These include entities such as mutual funds, pension funds, and insurance companies. Institutional investors often have a more significant impact on a stock's price due to the large volumes they trade.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors. Hedge funds may invest in Farmer Bros. Co. (FARM) based on specific trading strategies, such as event-driven investing or arbitrage opportunities.

Several factors attract investors to Farmer Bros. Co. (FARM):

• Growth Prospects: Investors may be drawn to Farmer Bros. Co. (FARM) if they believe the company has strong growth potential in the coffee and related products market. This could be driven by expansion into new markets, product innovation, or increased demand for specialty coffee.
• Market Position: A strong market position can make Farmer Bros. Co. (FARM) an attractive investment. This includes factors such as brand reputation, distribution network, and relationships with key customers.

Different investors adopt varied strategies when investing in Farmer Bros. Co. (FARM):

• Long-Term Holding: Some investors may choose to hold Farmer Bros. Co. (FARM) shares for the long term, believing in the company's sustained growth and profitability. This strategy is often favored by institutional investors and those seeking stable returns.
• Short-Term Trading: Other investors may engage in short-term trading, aiming to profit from short-term price fluctuations. This strategy is more common among retail investors and hedge funds.
• Value Investing: Value investors seek out companies that they believe are undervalued by the market. They may be attracted to Farmer Bros. Co. (FARM) if they believe the company's stock price does not reflect its intrinsic value.

Analyzing the ownership structure of Farmer Bros. Co. (FARM) can provide further insights. While specific, up-to-the-minute details on major shareholders can fluctuate, information on institutional holdings is often available through financial data providers.

Information regarding the company's mission, vision and core values can be found here: Mission Statement, Vision, & Core Values of Farmer Bros. Co. (FARM).

Farmer Bros. Co. (FARM) Institutional Ownership and Major Shareholders of Farmer Bros. Co. (FARM)

Institutional ownership in Farmer Bros. Co. (FARM) offers insights into market sentiment and potential stock performance. Major institutional investors often wield significant influence due to the size of their holdings, and their trading activities can impact stock prices.

As of Q1 2024, the top institutional holders of Farmer Bros. Co. (FARM) include:

• BlackRock Fund Advisors: As of March 31, 2024, BlackRock Fund Advisors holds 1,042,475 shares, representing 3.734% of the company.
• Vanguard Group Inc: Vanguard Group Inc. possesses 973,578 shares, accounting for approximately 3.487% ownership as of March 31, 2024.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors LP owns 585,767 shares, translating to about 2.096% of Farmer Bros. Co. (FARM), as of March 31, 2024.
• Geode Capital Management LLC: Geode Capital Management LLC holds 219,363 shares, representing roughly 0.784% ownership as of March 31, 2024.
• Charles Schwab Investment Management Inc: Charles Schwab Investment Management Inc. owns 192,725 shares, which is about 0.689% of the company, as of March 31, 2024.

Here is a summary of the top 5 institutional investors of Farmer Bros. Co. (FARM) as of Q1 2024:

Changes in institutional ownership can signal shifts in investor confidence. Recent transactions and trends among these major holders can provide valuable insights. Notable changes in ownership may reflect evolving expectations regarding Farmer Bros. Co. (FARM)'s performance and strategic direction.

While specific recent changes in ownership were not found in the provided search results, monitoring SEC filings (such as 13F filings) would provide up-to-date information on institutional transactions. These filings detail the buying and selling activities of major institutional investors, offering clues about their evolving perspectives on Farmer Bros. Co. (FARM).

Institutional investors play a crucial role in shaping a company's stock price and influencing its strategic decisions. Their substantial holdings provide significant voting power, enabling them to influence corporate governance matters, such as board elections and executive compensation. Moreover, institutional investors often engage with company management to discuss strategic initiatives, operational improvements, and capital allocation decisions.

The actions of these large investors can impact Farmer Bros. Co. (FARM)'s stock price through:

• Trading Activity: Large purchases can drive up demand, increasing the stock price, while significant sales can exert downward pressure.
• Signaling Effect: Institutional investors' actions are often interpreted as signals by other market participants. An increase in institutional ownership may be seen as a positive sign, attracting further investment.
• Stability: High institutional ownership can sometimes reduce stock price volatility, as these investors tend to have a longer-term investment horizon compared to individual investors.

Understanding the composition and behavior of Farmer Bros. Co. (FARM)'s institutional investor base is essential for assessing market sentiment and potential future stock performance. Monitoring changes in ownership and the engagement of these investors with company management provides valuable insights into the company's strategic direction and prospects.

For more insights into Farmer Bros. Co. (FARM), you might find this resource helpful: Farmer Bros. Co. (FARM): History, Ownership, Mission, How It Works & Makes Money

Farmer Bros. Co. (FARM) Key Investors and Their Impact on Farmer Bros. Co. (FARM)

Understanding the investor profile of Farmer Bros. Co. (FARM) provides crucial insights into the company's stability, strategic direction, and potential for growth. Key investors can significantly influence company decisions through their voting power and bring valuable expertise or resources. Monitoring their activity offers clues about market sentiment and future performance.

While specific, real-time data on all individual investors might not be publicly available, we can analyze the general trends and types of investors typically holding shares in companies like Farmer Bros. Co. (FARM). These often include institutional investors, mutual funds, hedge funds, and individual retail investors. Notable investors, particularly those holding substantial stakes, can exert considerable influence. Recent moves, such as buying or selling large blocks of shares, can signal confidence or concern about the company's prospects.

Institutional investors often hold significant stakes in publicly traded companies. These entities include:

• Mutual Funds: Fidelity, Vanguard, T. Rowe Price
• Pension Funds: CalPERS (California Public Employees' Retirement System)
• Hedge Funds: Renaissance Technologies, Citadel

These investors typically have a long-term investment horizon, and their decisions are driven by in-depth research and analysis. Their influence can manifest in several ways:

• Voting Power: Large shareholders can influence the outcome of shareholder votes on key issues such as board elections, executive compensation, and mergers & acquisitions.
• Engagement with Management: Major investors often engage directly with the company's management to discuss strategy, performance, and governance.
• Market Sentiment: Significant buying or selling activity by institutional investors can impact the stock price and influence market sentiment.

Activist investors sometimes take substantial positions in a company with the goal of influencing change. They may push for:

• Operational improvements
• Strategic shifts
• Corporate governance reforms
• Return of capital to shareholders

Their influence stems from:

• Public Campaigns: Activists often launch public campaigns to garner support for their proposals.
• Proxy Fights: They may nominate their own candidates to the board of directors.
• Negotiations with Management: Activist investors often engage in negotiations with the company's management to reach a mutually agreeable solution.

Keeping track of recent moves by major investors, such as buying or selling significant stakes, provides valuable insights. For example:

• Increased holdings by institutional investors may signal confidence in the company's future prospects.
• Significant selling by insiders (e.g., executives or board members) could raise concerns about the company's performance.
• Activist investors initiating or increasing their positions often foreshadow potential changes or strategic shifts within the company.

Examining the ownership structure and investor activity of Farmer Bros. Co. (FARM) helps stakeholders understand the forces shaping the company's direction and potential. By monitoring these trends, investors can make more informed decisions about their investments. You might also be interested in Farmer Bros. Co. (FARM): History, Ownership, Mission, How It Works & Makes Money.

Farmer Bros. Co. (FARM) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future of Farmer Bros. Co. (FARM). Examining major shareholders' attitudes, recent market responses, and analyst perspectives provides a comprehensive view.

Currently, 86 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 10,678,225 shares. Major shareholders include 22nw, Lp, Penn Capital Management Co Inc, JCP Investment Management, LLC, Vanguard Group Inc, and Gamco Investors, Inc. These filings indicate the investment positions and intentions of these major players.

Recent market reactions to Farmer Bros. Co. (FARM) have been notable. For instance, after the Q1 2024 earnings call, the stock price rose by 25.56% in after-market trading, reaching $2.26. This surge was driven by an EPS of $0.01, which surpassed expectations of -$0.09. Similarly, news of a new partnership with a major beverage chain and restructuring efforts led to the stock trading up by 18.89% on February 7, 2025.

However, it is important to note that the share price has seen a decline. As of April 11, 2025, the share price was $1.75, compared to $3.22 on April 15, 2024, representing a 45.65% decrease over that period.

Analyst perspectives on Farmer Bros. Co. (FARM) generally lean towards a positive outlook. Based on the ratings of 2 Wall Street analysts, the stock has a consensus rating of 'Buy'. The average twelve-month stock price forecast is $5.25, with a high forecast of $6.00 and a low forecast of $4.50. This average price target represents a forecasted upside of 205.23% from the current price of $1.72.

Brokerage recommendations also reflect this optimism. The average brokerage recommendation (ABR) for Farmer Bros. Co. (FARM) is 1.00 on a scale of 1 to 5 (Strong Buy to Strong Sell), based on ratings from two brokerage firms.

Institutional ownership currently stands at 42.53%. Recent insider activity shows that insiders have sold more shares than they have bought in the last 12 months.

Key points on investor sentiment and market reactions:

• Institutional investors hold a significant portion of Farmer Bros. Co. (FARM) shares.
• Positive earnings reports and strategic partnerships have led to positive market reactions.
• Analysts have a generally positive outlook, with a consensus 'Buy' rating and a high average price target.
• Recent stock surges driven by better-than-expected earnings and strategic leadership changes.

Here's a summary of analyst price targets for Farmer Bros. Co. (FARM):

For insights into the company's financial health, see Breaking Down Farmer Bros. Co. (FARM) Financial Health: Key Insights for Investors.