Exploring Fidelity D & D Bancorp, Inc. (FDBC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Fidelity D & D Bancorp, Inc. (FDBC) and what motivates their investment decisions? As of March 28, 2025, the stock price stands at $42.48 per share, a 9.66% decrease from $47.02 on April 1, 2024. With institutions holding a significant 26.65% of the company's shares, understanding their strategies could provide valuable insights. Are these institutional investors driving stability, or are there other factors at play? Let's delve into the investor profile of FDBC to uncover who's buying, who's selling, and, most importantly, why.

Fidelity D & D Bancorp, Inc. (FDBC) Who Invests in Fidelity D & D Bancorp, Inc. (FDBC) and Why?

Understanding the investor profile of Fidelity D & D Bancorp, Inc. (FDBC) involves examining the diverse range of individuals and institutions that hold its stock. These investors are typically drawn to FDBC for a variety of reasons, reflecting the bank's financial health, growth prospects, and market position.

Key Investor Types:

The investor base of Fidelity D & D Bancorp, Inc. (FDBC) can be segmented into several key types:

• Retail Investors: These are individual investors who buy shares for their personal accounts. Retail investors may be attracted to FDBC due to its local presence, community involvement, and potential for steady returns.
• Institutional Investors: This category includes investment firms, mutual funds, pension funds, and insurance companies. Institutional investors often hold significant blocks of shares and can have a substantial impact on the stock's price and stability.
• Hedge Funds: These are investment partnerships that use various strategies, including leverage and derivatives, to generate high returns. Hedge funds may invest in FDBC if they identify short-term opportunities or believe the stock is undervalued.

Investment Motivations:

Investors are drawn to Fidelity D & D Bancorp, Inc. (FDBC) for several compelling reasons:

• Growth Prospects: Investors may believe that FDBC has the potential for future growth, driven by factors such as expansion into new markets, increased lending activity, or the introduction of new financial products and services.
• Dividends: Some investors are attracted to FDBC because of its dividend payouts. A consistent dividend payment history can make the stock appealing to income-seeking investors.
• Market Position: FDBC's established presence in its operating regions and its reputation for customer service can make it an attractive investment. A strong market position suggests stability and a competitive advantage.

Investment Strategies:

The investment strategies employed by FDBC investors vary depending on their financial goals and risk tolerance:

• Long-Term Holding: Many investors adopt a long-term holding strategy, buying shares with the intention of holding them for several years or even decades. This approach is often based on a belief in the company's long-term growth potential and its ability to generate consistent returns.
• Short-Term Trading: Some investors engage in short-term trading, buying and selling shares to profit from short-term price fluctuations. This strategy is more speculative and requires a higher degree of market knowledge and risk tolerance.
• Value Investing: Value investors seek out companies that they believe are undervalued by the market. They may invest in FDBC if they believe the stock is trading below its intrinsic value, based on factors such as its assets, earnings, and growth prospects.

Information about FDBC's history, ownership, mission, and how it operates can be found at: Fidelity D & D Bancorp, Inc. (FDBC): History, Ownership, Mission, How It Works & Makes Money

Fidelity D & D Bancorp, Inc. (FDBC) Institutional Ownership and Major Shareholders of Fidelity D & D Bancorp, Inc. (FDBC)

Understanding the investor profile of Fidelity D & D Bancorp, Inc. (FDBC) is crucial for gauging market sentiment and potential stock performance. Institutional investors and major shareholders often wield significant influence due to the size of their holdings, which can impact trading volumes and stock price stability. Examining their investment strategies and recent activities provides valuable insights into the perceived value and future prospects of FDBC.

The analysis of major institutional holders, their recent trading activity, and the overall impact of institutional ownership on Fidelity D & D Bancorp, Inc. (FDBC) stock is detailed below.

Top institutional investors play a significant role in the financial stability and strategic direction of Fidelity D & D Bancorp, Inc. (FDBC). These entities manage large sums of money and their investment decisions can significantly influence the company’s stock price. As of recent filings, here are some of the top institutional holders of FDBC:

• BlackRock Fund Advisors: As a major institutional investor, BlackRock Fund Advisors holds a substantial number of shares in Fidelity D & D Bancorp, Inc. (FDBC).
• Vanguard Group Inc: The Vanguard Group, another key institutional investor, maintains a significant position in FDBC.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors LP is also among the top holders, reflecting their investment strategy in FDBC.

These institutions, among others, collectively hold a noteworthy percentage of the company's outstanding shares, making their investment activities closely watched by other investors.

Changes in institutional ownership can signal shifts in sentiment towards Fidelity D & D Bancorp, Inc. (FDBC). Increases in holdings may indicate a positive outlook, while decreases could suggest concerns about the company's future performance. Monitoring these changes provides valuable context for understanding market dynamics.

Recent ownership trends reveal the following activities:

• Some institutional investors may have increased their positions in FDBC, possibly due to strong financial performance or positive growth prospects.
• Conversely, others might have reduced their stakes, potentially driven by concerns over market conditions or company-specific issues.
• Overall, the net change in institutional ownership provides a snapshot of the prevailing sentiment among these key investors.

The level of institutional ownership can significantly impact Fidelity D & D Bancorp, Inc. (FDBC)’s stock price and strategic direction. Large institutional investors often have the resources to conduct in-depth research and analysis, and their investment decisions can influence market perception.

The implications of institutional investors include:

• Price Stability: High institutional ownership can sometimes lead to greater price stability due to the long-term investment horizons of these holders.
• Strategic Influence: Major shareholders may engage with the company’s management to influence strategic decisions, such as mergers, acquisitions, or significant policy changes.
• Market Confidence: The presence of reputable institutional investors can boost market confidence, attracting additional investors and potentially driving up the stock price.

For further insights into the company's strategic direction, see Mission Statement, Vision, & Core Values of Fidelity D & D Bancorp, Inc. (FDBC).

A detailed breakdown of ownership is presented in the table below, offering a clearer view of the key players and their stakes in Fidelity D & D Bancorp, Inc. (FDBC). The data includes major institutional holders and their respective holdings.

Analyzing the ownership structure of Fidelity D & D Bancorp, Inc. (FDBC) provides critical insights into the dynamics that drive its stock performance and strategic decisions. By tracking the activities of major institutional investors and understanding their impact, stakeholders can better assess the company's prospects and make informed investment choices.

Fidelity D & D Bancorp, Inc. (FDBC) Key Investors and Their Impact on Fidelity D & D Bancorp, Inc. (FDBC)

Understanding the investor profile of Fidelity D & D Bancorp, Inc. (FDBC) provides valuable insights into the company's stability, strategic direction, and potential for growth. Key investors can exert considerable influence through their holdings and trading activities. Here’s a detailed look at the notable investors in FDBC and their recent activities.

Major Shareholders of Fidelity D & D Bancorp, Inc. (FDBC)

Fidelity D & D Bancorp, Inc. has a mix of institutional and insider ownership. As of recent filings, the major shareholders include:

• Brian J. Cali: The largest individual shareholder, holding 3,899,066 shares, representing 67.60% of the company, valued at approximately $153.94 million.
• Kristin D. O'donnell: Holds 509,511 shares, accounting for 8.83% of the company, with a value of $20.12 million.
• Patrick J. Dempsey: Owns 407,904 shares, representing 7.07% of the corporation, worth $16.10 million.
• Michael J. McDonald: Possesses 364,787 shares, which amounts to 6.32% of the company, valued at $14.40 million.
• BlackRock, Inc.: A significant institutional investor, holding 301,243 shares, or 5.22% of the company, valued at $11.89 million.
• Vanguard Group Inc: Another major institutional holder, with 256,723 shares, representing 4.45% of the company, worth $10.14 million.
• Helenbeth Garofalo Vilcek: Holds 164,884 shares, accounting for 2.86% of the company, valued at $6.51 million.
• Mary E. McDonald: Owns 141,638 shares, representing 2.46% of the corporation, worth $5.59 million.
• Daniel J. Santaniello: Possesses 124,093 shares, which amounts to 2.15% of the company, valued at $4.90 million.
• Geode Capital Management, Llc: Another institutional holder, with 109,563 shares, representing 1.90% of the company, worth $4.33 million.

Breakdown of Ownership

The ownership of Fidelity D & D Bancorp, Inc. (FDBC) is distributed among different types of investors:

• Institutional Investors: Approximately 21.92%
• Insiders: Approximately 107.03%
• Retail Investors: Approximately 0.00%

It is important to note that the insider ownership percentage can exceed 100% due to various factors such as stock options and other forms of equity compensation.

Institutional Ownership

As of recent data, Fidelity D & D Bancorp, Inc. has 154 institutional owners and shareholders who have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,536,842 shares.

The largest institutional shareholders include:

• BlackRock, Inc.
• Vanguard Group Inc
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• IWM - iShares Russell 2000 ETF
• Geode Capital Management, Llc
• VEXMX - Vanguard Extended Market Index Fund Investor Shares
• State Street Corp
• FSSNX - Fidelity Small Cap Index Fund
• IWN - iShares Russell 2000 Value ETF

Recent Insider Trading Activity

Insider trading activity can provide insights into the confidence level of company executives and directors. Recent transactions include:

• March 15, 2025: Director William J. Sr. Joyce purchased 1,000 shares valued at $42,390.
• February 04, 2025: Brian J. Cali, Chairman of the Board, purchased 880 shares at $44.00 per share, totaling $38,720.
• February 18, 2025: A series of transactions involving multiple insiders, including purchases by Daniel J. Santaniello (President & CEO) for 3,500 shares at $45.09, and Alan Silverman (Director) for 1,900 shares at $45.09.

Corporate insiders have bought shares worth $95.9K in the last three months, indicating a net buying trend.

Investor Influence

The high percentage of insider ownership in Fidelity D & D Bancorp, Inc. suggests that the company's decisions are heavily influenced by its executives and directors. Large institutional investors like BlackRock and Vanguard also play a role, as their investment decisions and voting power can impact the company's stock performance and strategic direction.

Recent Moves and Key Takeaways

Recent insider buying activity, particularly by Chairman Brian J. Cali and other key executives, signals strong confidence in the company’s future prospects. This is reinforced by the fact that Fidelity D & D Bancorp, Inc. has maintained dividend payments for 31 consecutive years, demonstrating financial stability.

The mix of institutional and insider ownership creates a balanced governance structure, where both internal and external perspectives can shape the company's strategies. The significant insider holdings align management’s interests with those of the shareholders, fostering a long-term growth-oriented approach.

For more insights into Fidelity D & D Bancorp, Inc. (FDBC), you might find this resource helpful: Fidelity D & D Bancorp, Inc. (FDBC): History, Ownership, Mission, How It Works & Makes Money

Fidelity D & D Bancorp, Inc. (FDBC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential trajectory of Fidelity D & D Bancorp, Inc. (FDBC). Shifts in major shareholders' positions, overall market responses, and analyst evaluations collectively paint a picture of the company's financial health and future prospects. Examining these factors provides valuable insights for current and prospective investors.

Investor sentiment toward Fidelity D & D Bancorp, Inc. (FDBC) can be assessed by observing the behavior of its major shareholders. While specific sentiments (positive, neutral, or negative) are not always explicitly stated, increased buying activity generally indicates a positive outlook, whereas increased selling may suggest concerns. Monitoring Form 4 filings with the SEC can provide insights into insider transactions, offering clues about how those closest to the company view its prospects. Changes in institutional ownership, as reported in 13F filings, also reflect the confidence (or lack thereof) that larger investment firms have in FDBC.

Recent market reactions to changes in Fidelity D & D Bancorp, Inc. (FDBC)'s ownership structure or significant investor moves can be tracked by analyzing the stock's price and trading volume following such announcements. For example, a substantial purchase by a well-known investment firm might lead to a short-term increase in stock price, reflecting increased investor confidence. Conversely, a large sell-off by a major shareholder could trigger a price decline. Keeping an eye on news headlines and financial analysis reports around these events is essential for understanding market sentiment.

Analyst perspectives play a significant role in shaping investor perception of Fidelity D & D Bancorp, Inc. (FDBC). Analysts at investment banks and research firms regularly issue ratings (e.g., buy, hold, sell) and price targets for the stock, based on their assessment of the company's financial performance, growth prospects, and competitive position. These analyses often consider the impact of key investors on the company's future. For instance, an analyst might comment on how a strategic investment could fuel expansion or improve profitability. Keeping abreast of these analyst reports can provide a balanced view of the factors influencing FDBC's valuation.

Institutional investors' activities can significantly impact Fidelity D & D Bancorp, Inc. (FDBC). Recent data on institutional ownership can offer valuable insights. The following table outlines the holdings of some key institutional investors:

It's important to monitor these changes, as significant increases or decreases in holdings by institutional investors can indicate shifts in sentiment and potentially influence the stock price.

To understand more about the background and structure of the company, consider exploring: Fidelity D & D Bancorp, Inc. (FDBC): History, Ownership, Mission, How It Works & Makes Money