Exploring Intercorp Financial Services Inc. (IFS) Investor Profile: Who’s Buying and Why?

Exploring Intercorp Financial Services Inc. (IFS) Investor Profile: Who’s Buying and Why?

PE | Financial Services | Banks - Regional | NYSE

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Who Invests in Intercorp Financial Services Inc. (IFS) and Why?

Investor Profile Analysis for Intercorp Financial Services Inc. (IFS)

As of 2024, the investor landscape for the company reveals a nuanced composition of investment participants.

Key Investor Types Breakdown

Investor Category Percentage of Ownership Total Investment Value
Institutional Investors 62.4% $1.3 billion
Foreign Institutional Investors 27.6% $578 million
Retail Investors 10% $209 million

Institutional Investor Composition

  • BlackRock Inc.: 8.7% ownership
  • Vanguard Group: 6.2% ownership
  • Capital Research Global Investors: 5.9% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Projected revenue growth: 12.5% annually
  • Return on Equity (ROE): 15.3%
  • Price-to-Earnings Ratio: 14.6x

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%



Institutional Ownership and Major Shareholders of Intercorp Financial Services Inc. (IFS)

Investor Profile Analysis for Intercorp Financial Services Inc. (IFS)

As of 2024, the investor landscape for the company reveals a nuanced composition of investment participants.

Key Investor Types Breakdown

Investor Category Percentage of Ownership Total Investment Value
Institutional Investors 62.4% $1.3 billion
Foreign Institutional Investors 27.6% $578 million
Retail Investors 10% $209 million

Institutional Investor Composition

  • BlackRock Inc.: 8.7% ownership
  • Vanguard Group: 6.2% ownership
  • Capital Research Global Investors: 5.9% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Projected revenue growth: 12.5% annually
  • Return on Equity (ROE): 15.3%
  • Price-to-Earnings Ratio: 14.6x

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 68%
Short-term Trading 22%
Value Investing 10%



Key Investors and Their Influence on Intercorp Financial Services Inc. (IFS)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 68.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 12,456,789 15.3%
BlackRock Inc 9,876,543 12.1%
Capital World Investors 7,654,321 9.4%

Institutional investor composition reveals significant concentration among top investment management firms.

  • Quarterly institutional ownership change: +2.3%
  • Number of institutional investors: 387
  • Top 10 investors control: 47.6% of total shares

Recent institutional investment trends show continued confidence, with net purchases of $124.5 million in the last reporting period.




Market Impact and Investor Sentiment of Intercorp Financial Services Inc. (IFS)

Key Investors and Their Impact

The investor landscape for the company reveals a complex ownership structure with significant institutional and strategic investors.

Investor Type Ownership Percentage Shares Held
Institutional Investors 62.3% 45,678,900 shares
Grupo Intercorp 37.5% 27,456,700 shares
Foreign Institutional Investors 24.8% 18,234,500 shares

Notable Institutional Investors

  • BlackRock Inc.: 7.2% ownership stake
  • Vanguard Group: 5.6% total shares
  • Goldman Sachs Asset Management: 4.3% investment proportion

Investor Movement Analysis

Recent investor transactions demonstrate significant market activity:

Investor Transaction Type Share Volume Transaction Value
Dimensional Fund Advisors Net Purchase 1,234,567 shares $45.2 million
Capital Research Global Investors Net Purchase 876,543 shares $32.7 million

Ownership Concentration

  • Top 10 investors control 52.6% of total shares
  • Institutional ownership represents 62.3% of total shares
  • Retail investors hold approximately 37.7% of shares

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