Exploring Forrester Research, Inc. (FORR) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Forrester Research, Inc. (FORR) and, more importantly, why? As of April 2025, understanding the investor profile of Forrester is crucial, especially considering the company's recent performance. The stock has faced headwinds, with its value contracting by 44.14% over the past year and hitting a 52-week low of $10.85 in March 2025, but analysts predict a return to profitability with net income expected to grow this year. Did you know that in 2024, Forrester's full-year revenue declined by 10% to $432.5 million, and they are projecting a further revenue decline of 4-8% for 2025, with anticipated revenues between $400 million and $415 million? Despite these challenges, the company maintains strong fundamentals, including impressive gross profit margins of 57.79% and holding more cash than debt on its balance sheet. So, who are the key players betting on Forrester's future, and what's driving their investment decisions?

Forrester Research, Inc. (FORR) Who Invests in [Company Name] and Why?

Understanding the investor profile of Forrester Research, Inc. (FORR) provides valuable insights into market sentiment and the factors driving investment decisions. Analyzing the composition of FORR's investor base, their motivations, and typical investment strategies helps in comprehending the stock's dynamics and potential future performance.

Here's a breakdown of Forrester Research's investor landscape:

Key Investor Types

The ownership of Forrester Research, Inc. (FORR) is distributed among the following key investor types:

• Institutional Investors: These entities hold a significant portion of FORR's shares. As of early 2025, institutional investors own 53.08% of Forrester Research. Major institutional shareholders include:
  • Royce & Associates LP
  • BlackRock Inc.
  • Arrowmark Colorado Holdings LLC
  • Vanguard Group Inc.
  • Renaissance Technologies LLC
  • Dimensional Fund Advisors LP
  • Acadian Asset Management LLC
  • Geode Capital Management LLC
  • State Street Corp
• Insiders: Individuals with privileged information, such as company executives and board members, also hold a considerable stake. Insiders own 42.13% of Forrester Research. George F. Colony, Forrester's CEO and chairman, is the largest individual shareholder, owning 7,381,991 shares, representing 38.89% of the company. These shares are valued at approximately $67.32 million.
• Retail Investors: Individual investors make up a smaller portion of the shareholder base, accounting for 4.79% of the ownership.

Investment Motivations

Several factors attract investors to Forrester Research, Inc. (FORR):

• Growth Prospects: Investors are drawn to Forrester's potential for long-term growth, driven by its focus on customer obsession and helping clients adapt to changing market dynamics. The company aims to grow contract value (CV) bookings by double-digit rates annually.
• Market Position: Forrester is recognized as a leading research and advisory firm, providing insights and guidance to leaders in technology, customer experience, and various business functions. This strong market position enhances its appeal to investors.
• Strategic Initiatives: The company's strategic initiatives, such as increasing retention rates, driving growth across existing and new accounts, and enhancing event platforms, signal a focus on improving performance and creating value for shareholders.
• Client Value Proposition: Forrester's commitment to customer obsession and providing actionable insights to clients can lead to long-standing partnerships and contribute to CV growth. Customer-obsessed firms grow faster and are more profitable.

Investment Strategies

Investors in Forrester Research, Inc. (FORR) may employ various strategies:

• Long-Term Holding: Many institutional investors, such as Royce & Associates and Vanguard Group, typically adopt a long-term holding strategy. This involves holding shares for an extended period to benefit from the company's long-term growth and value appreciation.
• Value Investing: Some investors may be attracted to FORR due to its valuation.
• Short-Term Trading: Other investors, particularly hedge funds, may engage in short-term trading strategies to capitalize on short-term price fluctuations.

Financial Performance and Outlook

Forrester Research's recent financial performance and future guidance provide additional context for understanding investor behavior:

2024 Financial Results:

• Total revenues for 2024 were $432.5 million, compared to $480.8 million in 2023.
• On a GAAP basis, net loss was $5.7 million, or $0.30 per diluted share, compared to a net income of $3.1 million, or $0.16 per diluted share in 2023.
• On an adjusted basis, net income was $28.1 million, or $1.47 per diluted share, reflecting an adjusted effective tax rate of 29%.

2025 Guidance:

• Forrester anticipates total revenues between $400.0 million and $415.0 million, a decline of 7.5% to 4.0% versus the prior year.
• Operating margin is projected to be approximately 1.8% to 2.8%.
• Diluted earnings per share are expected to be approximately $0.24 to $0.34.

Historical Dividends

Forrester Research has a history of dividend payments, but it's important to note the recent trend. The company made a total of 29 dividend payments, summing to $7.76 per share (adjusted for stock splits). However, the last ex-dividend date was December 11, 2018, with a payout of $0.20 per share. As of April 2025, the dividend yield is 0.00%, indicating that Forrester is not currently paying dividends.

Institutional Holdings

In conclusion, Forrester Research's investor profile consists of a mix of institutional investors, insiders, and retail investors. Their investment motivations are tied to the company's growth prospects, market position, and strategic initiatives. Understanding these factors is crucial for assessing the potential future performance of FORR stock. To gain more insights into Forrester Research, Inc.'s background, explore this resource: Forrester Research, Inc. (FORR): History, Ownership, Mission, How It Works & Makes Money

Forrester Research, Inc. (FORR) Institutional Ownership and Major Shareholders of Forrester Research, Inc. (FORR)

Institutional ownership in Forrester Research, Inc. (FORR) reflects the degree of confidence that large financial organizations have in the company's potential. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial capital and often conduct extensive due diligence before investing. Their investment decisions can significantly influence a company's stock price and overall market perception.

As of the latest data, several institutional investors hold significant stakes in Forrester Research, Inc. (FORR). While specific shareholding amounts can fluctuate, the top institutional holders typically include well-known investment firms. Recent data is essential to understanding the current ownership landscape. The following list represents a selection of major institutional investors and their approximate holdings:

• The Vanguard Group, Inc.: Holding a substantial number of shares, Vanguard is a significant institutional investor in Forrester Research, Inc. (FORR).
• BlackRock Fund Advisors: As one of the world's largest asset managers, BlackRock's holdings in Forrester Research, Inc. (FORR) are noteworthy.
• Dimensional Fund Advisors LP: Known for its data-driven investment strategies, Dimensional Fund Advisors also holds a considerable stake in the company.

Changes in institutional ownership can provide valuable insights into the evolving sentiment surrounding Forrester Research, Inc. (FORR). Increases in institutional holdings often signal positive expectations about the company's future performance, while decreases may indicate concerns or shifts in investment strategy. Recent filings with the Securities and Exchange Commission (SEC) would provide the most up-to-date information on these changes.

The influence of institutional investors on Forrester Research, Inc. (FORR)'s stock price and corporate strategy is considerable. Large institutional investors can drive trading volumes and impact stock valuation. Additionally, their engagement with company management can influence strategic decisions, particularly regarding corporate governance and long-term planning. Their presence ensures that the company adheres to best practices and is managed in a way that maximizes shareholder value.

For those tracking the financial health and investment potential of Forrester Research, Inc. (FORR), staying informed about institutional ownership trends is crucial. Regular monitoring of SEC filings and financial news reports can provide a clearer picture of who is investing and why. For further insights into the company's financial standing, consider exploring Breaking Down Forrester Research, Inc. (FORR) Financial Health: Key Insights for Investors.

Forrester Research, Inc. (FORR) Key Investors and Their Impact

Understanding who invests in Forrester Research, Inc. (FORR) and why can offer valuable insights into the company's stability and future prospects. Examining the investor profile, including notable investors, their influence, and recent activities, helps stakeholders gauge market sentiment and potential impacts on company decisions and stock performance. In the fiscal year 2024, several key investors have played a significant role in shaping the investment landscape of Forrester Research, Inc. (FORR).

Notable investors in Forrester Research, Inc. (FORR) can include a mix of institutional investors, mutual funds, and individual shareholders. These investors often hold substantial stakes in the company, making their actions closely watched by other market participants. While specific names and holdings can fluctuate, monitoring major institutional holders is crucial. These entities typically conduct thorough research before investing, and their decisions can reflect confidence (or lack thereof) in the company's strategic direction and financial health.

The influence of key investors on Forrester Research, Inc. (FORR) can manifest in several ways:

• Share Price Movement: Large purchases or sales by major investors can drive significant changes in the stock price.
• Company Decisions: Activist investors might seek to influence company policy, strategy, or management through shareholder proposals or direct engagement with the board of directors.
• Market Perception: The presence of reputable or influential investors can enhance the company's credibility and attract further investment.

Recent moves by key investors, such as buying or selling large stakes, provide important signals about their conviction in Forrester Research, Inc. (FORR). For example, a substantial increase in holdings by a well-known fund might indicate a positive outlook, while a significant divestment could raise concerns.

Keeping an eye on these activities helps in understanding the broader market sentiment and potential shifts in the company's valuation. Here's a simplified illustrative table of potential key investors (note: actual holdings and investors may vary and should be verified through official filings):

Analyzing these dynamics provides a more rounded view of Forrester Research, Inc. (FORR)'s investment profile and its potential implications. More information about the company's financial standing can be found at Breaking Down Forrester Research, Inc. (FORR) Financial Health: Key Insights for Investors.

Forrester Research, Inc. (FORR) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential of Forrester Research, Inc. (FORR). Major shareholders' attitudes, market responses to ownership changes, and analyst perspectives all play significant roles in shaping the company's future.

Currently, assessing the precise, real-time investor sentiment toward Forrester Research, Inc. requires up-to-the-minute financial analysis tools. However, generally, investor sentiment can be gauged by:

• Stock Performance: A rising stock price often indicates positive sentiment, while a declining price may suggest the opposite.
• Trading Volume: High trading volumes can signal strong conviction, whether positive or negative.
• Analyst Ratings: Upgrades or positive ratings from analysts typically reflect optimism.
• News and Social Media: Monitoring news articles, financial blogs, and social media for mentions of Forrester Research, Inc. can provide insights into the prevailing sentiment.

Recent market reactions to changes in ownership or large investor moves can significantly impact Forrester Research, Inc.'s stock. For example, if a major institutional investor increases their stake, it often signals confidence in the company's prospects, potentially driving the stock price up. Conversely, a large sell-off by a major shareholder could trigger a decline. Keeping an eye on these movements through financial news and SEC filings is essential.

Analyst perspectives provide critical insights into how key investors influence Forrester Research, Inc.'s future. Analysts often evaluate the company's performance, considering the strategies and decisions of major shareholders. Their reports can highlight potential risks and opportunities, offering a balanced view of the company's prospects. These insights are usually available through financial news outlets, research reports from investment banks, and financial analysis platforms.

For a deeper dive into Forrester Research, Inc.'s financial standing, check out: Breaking Down Forrester Research, Inc. (FORR) Financial Health: Key Insights for Investors

To illustrate the kind of data that informs investor sentiment and market reactions, consider the following hypothetical table:

This table exemplifies how specific events correlate with market reactions and investor sentiment. Monitoring such events and their impacts is vital for understanding the dynamics of Forrester Research, Inc.'s investor profile.