Exploring Franklin Covey Co. (FC) Investor Profile: Who’s Buying and Why?

Exploring Franklin Covey Co. (FC) Investor Profile: Who’s Buying and Why?

US | Industrials | Consulting Services | NYSE

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Who Invests in Franklin Covey Co. (FC) and Why?

Investor Profile and Investment Landscape

As of 2024, Franklin Covey Co. (FC) attracts a diverse range of investors with specific investment characteristics.

Key Investor Types

Investor Category Percentage of Ownership Investment Volume
Institutional Investors 76.4% $287.3 million
Retail Investors 23.6% $88.6 million

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Investors are attracted by several key factors:

  • Consistent revenue growth: 5.6% annual increase
  • Stable market position in training/consulting sector
  • Dividend yield: 0.8%

Investment Strategies

Strategy Type Investor Percentage
Long-term Holding 62.3%
Value Investing 24.5%
Short-term Trading 13.2%



Institutional Ownership and Major Shareholders of Franklin Covey Co. (FC)

Investor Profile and Investment Landscape

As of 2024, Franklin Covey Co. (FC) attracts a diverse range of investors with specific investment characteristics.

Key Investor Types

Investor Category Percentage of Ownership Investment Volume
Institutional Investors 76.4% $287.3 million
Retail Investors 23.6% $88.6 million

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • Renaissance Technologies: 5.2% ownership

Investment Motivations

Investors are attracted by several key factors:

  • Consistent revenue growth: 5.6% annual increase
  • Stable market position in training/consulting sector
  • Dividend yield: 0.8%

Investment Strategies

Strategy Type Investor Percentage
Long-term Holding 62.3%
Value Investing 24.5%
Short-term Trading 13.2%



Key Investors and Their Influence on Franklin Covey Co. (FC)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, institutional investors hold 86.43% of the total outstanding shares for the company.

Top Institutional Investors Shares Owned Percentage of Ownership
Dimensional Fund Advisors LP 1,124,478 15.72%
BlackRock Inc. 892,361 12.48%
Vanguard Group Inc. 673,245 9.41%
Renaissance Technologies LLC 456,789 6.38%

Institutional Ownership Changes

Recent quarterly data indicates the following ownership trends:

  • Total institutional investors increased by 3.2% in the last quarter
  • Net institutional purchases reached $12.4 million
  • Number of institutional investors grew from 287 to 312

Institutional Investment Metrics

Key institutional investment statistics:

Metric Value
Total Institutional Shares 6,185,670
Institutional Turnover Rate 8.3%
Average Institutional Position Size 19,855 shares



Market Impact and Investor Sentiment of Franklin Covey Co. (FC)

Key Investors and Their Impact on the Stock

As of 2024, the investor landscape for this company reveals several significant institutional and individual stakeholders:

Investor Type Percentage Ownership Shares Held
Dimensional Fund Advisors LP 8.72% 1,154,477 shares
Vanguard Group Inc 6.43% 851,246 shares
BlackRock Inc. 5.91% 782,345 shares

Notable investor characteristics include:

  • Institutional investors currently own 64.3% of total outstanding shares
  • Insider ownership represents 3.2% of total shares
  • Top institutional investors have maintained relatively stable positions

Recent significant investor movements:

  • Dimensional Fund Advisors increased position by 2.1% in last quarterly report
  • Vanguard Group marginally reduced holdings by 0.5%
  • Significant activist investor activity not detected in recent quarters

Investor impact metrics:

Metric Value
Institutional Investor Turnover Rate 12.4%
Average Institutional Holding Period 3.7 years

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