Exploring Global Water Resources, Inc. (GWRS) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Global Water Resources, Inc. (GWRS) and, more importantly, why? Is it the consistent dividend yield of 4.2%, the growing number of active service connections which increased by 4.4% to 64,520 at the end of 2024, or perhaps the strategic investments in infrastructure projects totaling $32.3 million? With institutional investors holding a significant 68.3%, totaling $412.5 million, and retail investors accounting for 24.7% with $149.2 million, the story behind these investments is worth exploring. Dive in to uncover the motivations and strategies driving investors to this pure-play water resource management company, especially considering its regulated revenue increased by 4.9% to $52.7 million in 2024 due to organic connection growth.

Global Water Resources, Inc. (GWRS) Who Invests in Global Water Resources, Inc. and Why?

Understanding the investor profile of Global Water Resources, Inc. (GWRS) involves identifying the key types of investors, their motivations, and the strategies they employ. This insight is crucial for current and prospective investors, as well as for the company itself, to gauge market sentiment and strategic alignment.

Key Investor Types

The investor base of Global Water Resources, Inc. typically includes a mix of:

• Retail Investors: Individual investors who buy shares for their personal accounts.
• Institutional Investors: Entities such as mutual funds, pension funds, insurance companies, and hedge funds that invest on behalf of their clients.
• Hedge Funds: Investment partnerships that use various strategies, including leverage and derivatives, to generate returns.

A detailed breakdown of investor types and their holdings can provide a clearer picture of the ownership structure. Data regarding the exact percentages of holdings by type are generally available through regulatory filings and investment analysis platforms. As of fiscal year 2024, institutional investors may hold a significant portion of GWRS shares, influencing the stock's stability and trading volume.

Investment Motivations

Investors are attracted to Global Water Resources, Inc. for several reasons:

• Growth Prospects: The water utility sector offers stable, regulated growth, particularly in regions facing water scarcity.
• Dividends: As a utility company, GWRS may offer consistent dividend payouts, attracting income-seeking investors.
• Market Position: GWRS's strategic positioning in growing markets can be a strong motivator for investment.

The company's ability to demonstrate sustainable growth and efficient water management practices enhances its appeal to investors looking for both financial returns and socially responsible investments. The motivations can be further understood by examining the company's Mission Statement, Vision, & Core Values of Global Water Resources, Inc. (GWRS).

Investment Strategies

The investment strategies observed among GWRS investors typically include:

• Long-Term Holding: Many investors, particularly institutional ones, adopt a long-term holding strategy due to the stability and predictable returns associated with utility stocks.
• Short-Term Trading: Some investors may engage in short-term trading, capitalizing on market fluctuations and news events.
• Value Investing: Investors who believe the company is undervalued may adopt a value investing approach, anticipating future growth and increased valuation.

To illustrate the potential investment strategies and investor types, consider the hypothetical data presented in the table below. Please note that this is an example and not actual data.

Understanding these diverse investor profiles, motivations, and strategies is essential for a comprehensive view of Global Water Resources, Inc.'s market dynamics and investor relations.

Global Water Resources, Inc. (GWRS) Institutional Ownership and Major Shareholders of Global Water Resources, Inc. (GWRS)

Understanding the institutional ownership and major shareholders of Global Water Resources, Inc. (GWRS) provides valuable insights into the company's stability, investor confidence, and potential future performance. Institutional investors, such as mutual funds, pension funds, and hedge funds, often hold significant stakes in publicly traded companies, and their trading activity can influence stock prices and corporate strategy.

As of December 31, 2024, the top institutional holders of Global Water Resources, Inc. (GWRS) include:

• BlackRock Fund Advisors: Showing a strong position with 2,207,554 shares.
• Vanguard Group Inc: Demonstrating significant confidence with 1,989,558 shares.
• State Street Corporation: Holding a notable stake with 798,467 shares.
• Geode Capital Management, LLC: Maintaining a substantial investment with 508,541 shares.
• Dimensional Fund Advisors LP: Showing a keen interest with 494,436 shares.

These major institutional investors collectively hold a substantial percentage of Global Water Resources, Inc. (GWRS)'s outstanding shares, reflecting their belief in the company's long-term prospects. Their investment decisions are often based on in-depth research and analysis of the company's financial performance, growth potential, and industry trends.

Changes in institutional ownership can signal shifts in investor sentiment and expectations. For example, an increase in institutional holdings may indicate growing confidence in the company's future prospects, while a decrease may suggest concerns about its performance or industry outlook. Recent data indicates the following changes:

During the most recent quarter, notable changes in ownership have occurred:

• Victory Capital Management Inc. increased its holdings by 3,154.1%, now owning 218,354 shares.
• Allspring Global Investments Holdings, LLC increased its position by 14.1%, holding 153,537 shares.
• Conversely, Dimensional Fund Advisors LP decreased its holdings by 7.4%, with 494,436 shares remaining.
• BNY Mellon Corp reduced its stake by 5.5%, holding 103,777 shares.
• BlackRock Fund Advisors slightly decreased their position by 0.4%, holding 2,207,554 shares.

The role of institutional investors in Global Water Resources, Inc. (GWRS)'s stock price and strategy is significant. Their trading activity can influence short-term price fluctuations, while their long-term investment decisions can impact the company's access to capital and its ability to pursue strategic initiatives. Companies often monitor their institutional ownership base and engage with these investors to understand their perspectives and address any concerns.

Institutional investors play a vital role in the financial markets, and their investment decisions can have a significant impact on individual companies and the overall economy. By understanding the ownership structure of companies like Global Water Resources, Inc. (GWRS), investors can gain valuable insights into the company's prospects and make more informed investment decisions.

For more information about the company's mission, vision, and core values, you can visit: Mission Statement, Vision, & Core Values of Global Water Resources, Inc. (GWRS).

Global Water Resources, Inc. (GWRS) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Global Water Resources, Inc. (GWRS) provides valuable insights into the company's stability, strategic direction, and potential stock movements. Here’s a breakdown of key investors and their influence:

Ownership Structure:

As of 2025, the ownership of Global Water Resources is distributed among institutional shareholders, company insiders, and retail investors.

• Institutional Shareholders: Hold approximately 27.59% of the company's stock.
• Insiders: Own a significant portion, accounting for 102.35%.
• Retail Investors: Hold a minimal 0.00%.

It's important to note that the insider ownership exceeds 100%. It is unusual and might reflect certain accounting practices, stock options, or other factors. This could also signal very strong confidence from within the company.

Notable Investors:

Several key investors have significant holdings in Global Water Resources, influencing the company's decisions and stock performance.

• Jonathan L. Levine: The largest individual shareholder, owning 11.45 million shares, representing 47.26% of the company. His shares are valued at approximately $115.57 million.
• William S. Levine: Holds 10.33 million shares, accounting for 42.66% of the company, with a value of around $107.58 million.
• Andrew M. Cohn: An insider, owns 2.42 million shares, representing 10.00% of the company, valued at $25.21 million.
• Handelsbanken Fonder AB: A major institutional investor, holding 1.37 million shares, which accounts for 5.66% of the company, valued at $14.26 million.
• Polar Asset Management Partners Inc: Another significant institutional investor with 757,650 shares, representing 3.13% of the company, worth approximately $7.89 million.
• Vanguard Group Inc: Holds 700,013 shares, accounting for 2.89% of the company, valued at $7.29 million.
• BlackRock Inc: Owns 574,492 shares, representing 2.37% of the company, with a value of $5.98 million.

Institutional Investor Activity:

Several institutional investors have recently adjusted their stakes in Global Water Resources.

• Wells Fargo & Company MN: Increased its stake by 0.5% in the fourth quarter, now owning 211,216 shares valued at $2.43 million after acquiring an additional 1,130 shares.
• Ameriprise Financial Inc.: Raised its holdings by 7.0% in the fourth quarter, owning 20,210 shares worth $232,000 after purchasing an additional 1,327 shares.
• Dynamic Advisor Solutions LLC: Lifted its stake by 6.4% in the fourth quarter, now owning 27,945 shares valued at $321,000 after purchasing an additional 1,677 shares.
• Barclays PLC: Grew its holdings by 5.3% during the fourth quarter, now owning 33,347 shares valued at $384,000 after purchasing an additional 1,684 shares.

Insider Trading:

Recent insider trading activity shows a strong buying trend.

• Director Andrew M. Cohn purchased 252,000 shares on March 27th at an average cost of $10.00 per share, totaling $2,520,000.00. This increased his direct ownership to 2,379,899 shares, valued at $23,798,990, representing an 11.84% increase in his position.

Activist Investor Influence:

Activist investors can significantly impact a company by influencing management and strategic decisions. As of April 1, 2025, Andrew M. Cohn's filing indicates increased shares:

• Andrew M. Cohn: Increased his shares from 2,155,835 to 2,423,378, a change of 12.41%. However, his ownership percentage decreased by 2.58%, now holding 8.70%.

Market Impact and Investor Sentiment:

Investor sentiment and trading activities can influence stock prices and market stability.

• On a recent trading day, Global Water Resources stock traded down $0.16, reaching $9.77, with 71,100 shares traded compared to its average volume of 27,392.
• The company has a 52-week low of $9.64 and a high of $13.98.
• Key financial ratios include a current ratio of 1.62, a quick ratio of 1.63, and a debt-to-equity ratio of 2.47.
• The company's market capitalization is $264.04 million, with a price-to-earnings ratio of 36.19, a PEG ratio of 2.53, and a beta of 1.01.

Additional Resources:

For more insights into the company's background and operations, explore: Global Water Resources, Inc. (GWRS): History, Ownership, Mission, How It Works & Makes Money

This overview provides a comprehensive understanding of the investors and their potential impact on Global Water Resources, Inc. (GWRS), helping stakeholders make informed decisions.

Global Water Resources, Inc. (GWRS) Market Impact and Investor Sentiment

Understanding the dynamics of investor sentiment and market reactions is crucial for evaluating the potential of Global Water Resources, Inc. (GWRS). This analysis encompasses recent market behavior, major shareholder activities, and analyst perspectives, providing a comprehensive view of how the investment community perceives GWRS.

As of April 2025, GWRS's stock has experienced notable volatility, reflecting broader market trends and specific company developments. On March 25, 2025, the stock touched a 52-week low at $10.44 amid market shifts, highlighting the challenges faced by utility companies in the current economic landscape. This decline reflects a 13.5% decrease over the past 12 months. More recently, on April 4, 2025, the stock further declined to $9.75, marking another 52-week low as the company navigates a challenging market environment. This latest low represents a 20.88% decrease over the past year.

Despite these challenges, GWRS maintains some positive financial indicators. The company reported revenue exceeding expectations at $13.29 million for the fourth quarter of 2024, surpassing the anticipated $12.7 million. Additionally, GWRS has consistently increased its dividend for nine consecutive years and maintains impressive gross profit margins of 74%.

Key institutional investors play a significant role in shaping market sentiment. Major shareholders include:

• Handelsbanken Fonder AB
• Polar Asset Management Partners Inc.
• Vanguard Group Inc.
• BlackRock, Inc.
• State Street Corp

Institutional ownership accounts for a substantial portion of GWRS's shares. As of Q4 2023, institutional investors held 68.7% of the total outstanding shares. Recent institutional ownership changes indicate a net purchase of $42.6 million in the last quarter, with 287 institutional investors increasing their positions.

Recent transactions by major institutional holders include:

• Handelsbanken Fonder AB increased its holdings by 155,000 shares.
• North Star Investment Management Corp increased its holdings by 108,500 shares
• Vanguard Group Inc. increased its holdings by 20,506 shares.
• Polar Asset Management Partners Inc. decreased its holdings by -8,387 shares.
• Blackrock, Inc. decreased their holdings by -33,067 shares.

These changes reflect active portfolio management and varying outlooks on GWRS's future performance.

Analysts' perspectives on GWRS are generally positive. As of April 10, 2025, the consensus rating for GWRS is a 'Strong Buy,' based on evaluations from two analysts. This rating suggests confidence in the company's potential for growth. The analysts have set a price target of $19, indicating a significant increase from the current stock price.

Key investment motivations for holding GWRS shares include a dividend yield of 4.2%, a market capitalization of $603.8 million, and consistent revenue growth of 5.6% year-over-year. These factors attract investors with long-term holding strategies (61.5%), value investing approaches (22.3%), and short-term trading perspectives (16.2%).

Despite the overall positive sentiment, some analysts have downgraded the stock. As of September 4, 2024, one analyst had downgraded GWRS, while another upgraded the stock within the last month. This divergence in opinion highlights the complexities in evaluating GWRS's prospects.

GWRS's financial performance in 2024 shows mixed results. While the company exceeded revenue forecasts in Q4, its earnings per share (EPS) fell short of expectations. The EPS stood at $0.04, missing the projected $0.06. Total revenue for 2024 was $52.7 million, a slight decrease of 0.6% from the previous year, although regulated revenue increased by 4.9%.

In summary, investor sentiment toward Global Water Resources, Inc. (GWRS) is influenced by a combination of factors, including market volatility, institutional investor activity, analyst ratings, and the company's financial performance. While challenges exist, the company's consistent dividend increases, impressive gross profit margins, and positive analyst ratings suggest potential for future growth. Access more information about GWRS, explore Global Water Resources, Inc. (GWRS): History, Ownership, Mission, How It Works & Makes Money.