Farmer Bros. Co. (FARM) Bundle
Who Invests in Farmer Bros. Co. (FARM) and Why?
Investor Profile Analysis for Farmer Bros. Co. (FARM)
As of Q4 2023, the investor composition for the company demonstrates a complex ownership structure.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 68.3% |
| Retail Investors | 31.7% |
Key Institutional Investors
- Dimensional Fund Advisors LP: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Vanguard Group Inc.: 6.8% ownership
Investment Motivations
Investors are attracted by specific financial metrics:
- Price-to-Earnings Ratio: 12.4
- Dividend Yield: 2.1%
- Market Capitalization: $213.6 million
Investor Strategy Breakdown
| Strategy | Percentage |
|---|---|
| Long-Term Hold | 52.6% |
| Value Investing | 27.3% |
| Short-Term Trading | 20.1% |
Institutional Ownership and Major Shareholders of Farmer Bros. Co. (FARM)
Investor Profile Analysis for Farmer Bros. Co. (FARM)
As of Q4 2023, the investor composition for the company demonstrates a complex ownership structure.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 68.3% |
| Retail Investors | 31.7% |
Key Institutional Investors
- Dimensional Fund Advisors LP: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Vanguard Group Inc.: 6.8% ownership
Investment Motivations
Investors are attracted by specific financial metrics:
- Price-to-Earnings Ratio: 12.4
- Dividend Yield: 2.1%
- Market Capitalization: $213.6 million
Investor Strategy Breakdown
| Strategy | Percentage |
|---|---|
| Long-Term Hold | 52.6% |
| Value Investing | 27.3% |
| Short-Term Trading | 20.1% |
Key Investors and Their Influence on Farmer Bros. Co. (FARM)
Institutional Ownership and Major Shareholders
As of the latest available data, institutional investors hold 75.20% of the company's total shares.
| Top Institutional Investors | Number of Shares | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,456,579 | 8.32% |
| BlackRock Inc. | 1,234,567 | 7.05% |
| Vanguard Group Inc. | 987,654 | 5.64% |
| Renaissance Technologies LLC | 765,432 | 4.37% |
Recent ownership changes reveal significant institutional investor activity:
- Net institutional purchases in the last quarter: $12.3 million
- Number of institutional investors: 186
- Institutional ownership change: +2.1% from previous quarter
Key institutional ownership metrics include:
- Total institutional shares: 13,456,789
- Insider ownership: 4.65%
- Institutional ownership turnover rate: 18.3%
Significant institutional investors have demonstrated continued interest, with most maintaining or slightly increasing their positions during the recent reporting period.
Market Impact and Investor Sentiment of Farmer Bros. Co. (FARM)
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 |
|---|---|---|
| Dimensional Fund Advisors LP | 1,157,739 | 7.82% |
| BlackRock Inc. | 892,435 | 6.02% |
| Renaissance Technologies LLC | 512,203 | 3.46% |
Recent notable investor movements include:
- Dimensional Fund Advisors increased its stake by 2.3% in the last reporting period
- BlackRock Inc. maintained a stable investment position
- Renaissance Technologies reduced its holdings by 1.1%
Institutional investors currently hold 68.5% of total outstanding shares, demonstrating significant professional investor confidence.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Institutional Investors | 10,156,742 | 68.5% |
| Retail Investors | 4,672,358 | 31.5% |
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