Intercorp Financial Services Inc. (IFS) Bundle
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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