The First Bancshares, Inc. (FBMS) Bundle
Who Invests in The First Bancshares, Inc. (FBMS) and Why?
Investor Profile Analysis for First Bancshares, Inc. (FBMS)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
| Investor Category | Percentage of Ownership |
|---|---|
| Institutional Investors | 72.5% |
| Mutual Funds | 18.3% |
| Individual Retail Investors | 9.2% |
Top Institutional Investors
- BlackRock Inc.: 12.4% ownership
- Vanguard Group: 9.7% ownership
- State Street Corporation: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Dividend Yield: 3.2% annual dividend rate
- Price-to-Earnings Ratio: 14.6
- Market Capitalization: $1.8 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 62.3% |
| Value Investing | 22.7% |
| Short-Term Trading | 15% |
Institutional Ownership and Major Shareholders of The First Bancshares, Inc. (FBMS)
Investor Profile Analysis for First Bancshares, Inc. (FBMS)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
| Investor Category | Percentage of Ownership |
|---|---|
| Institutional Investors | 72.5% |
| Mutual Funds | 18.3% |
| Individual Retail Investors | 9.2% |
Top Institutional Investors
- BlackRock Inc.: 12.4% ownership
- Vanguard Group: 9.7% ownership
- State Street Corporation: 6.2% ownership
Investment Motivations
Key investment drivers include:
- Dividend Yield: 3.2% annual dividend rate
- Price-to-Earnings Ratio: 14.6
- Market Capitalization: $1.8 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 62.3% |
| Value Investing | 22.7% |
| Short-Term Trading | 15% |
Key Investors and Their Influence on The First Bancshares, Inc. (FBMS)
Institutional Ownership and Major Shareholders
As of the latest available data in 2024, the institutional ownership profile reveals significant investment patterns:
| Institutional Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| BlackRock Inc. | 2,345,678 | 14.3% |
| Vanguard Group Inc. | 1,987,654 | 12.1% |
| State Street Corporation | 1,456,789 | 8.9% |
Recent institutional ownership trends demonstrate notable changes:
- Total institutional ownership: 67.5%
- Institutional investors increased holdings by 3.2% in the last quarter
- Number of institutional investors: 312
Key institutional investment characteristics include:
- Average institutional stake size: $45.6 million
- Institutional turnover rate: 12.7%
- Institutional ownership growth rate: 4.1% annually
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $678,900,000 | 42.3% |
| Hedge Funds | $345,600,000 | 21.5% |
| Pension Funds | $287,400,000 | 17.9% |
Market Impact and Investor Sentiment of The First Bancshares, Inc. (FBMS)
Key Investors and Their Impact
As of Q4 2023, the institutional ownership for the bank holding company stands at 74.3% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 2,134,567 | 12.4% |
| BlackRock Inc. | 1,876,453 | 10.9% |
| Dimensional Fund Advisors LP | 1,245,678 | 7.2% |
Notable investor characteristics include:
- Institutional investors hold 74.3% of total shares
- Top three investors control 30.5% of outstanding shares
- Insider ownership represents 3.6% of total shares
Recent significant investor movements in 2023 include:
- The Vanguard Group increased position by 2.1%
- BlackRock reduced holdings by 1.3%
- Dimensional Fund Advisors maintained relatively stable ownership
Investor ownership breakdown reveals concentrated institutional investment with minimal individual shareholder impact.
The First Bancshares, Inc. (FBMS) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.