Franklin Covey Co. (FC) Bundle
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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