Exploring i3 Verticals, Inc. (IIIV) Investor Profile: Who’s Buying and Why?

Are you keeping a close watch on i3 Verticals, Inc. (IIIV) and wondering about the investors who are shaping its trajectory? Have you ever asked yourself, who are the major players betting on IIIV, and what's driving their investment decisions? As of December 30, 2024, institutional investors hold a significant 66.55% of IIIV's stock, while insiders own 31.59%, and retail investors account for the remaining 1.86%. Let's delve into the details of IIIV's investor profile, exploring who's buying, who's selling, and the factors influencing these moves, especially considering the company's revenue from continuing operations was $229.9 million for the year ended September 30, 2024.

i3 Verticals, Inc. (IIIV) Who Invests in i3 Verticals, Inc. and Why?

Understanding the investor profile of i3 Verticals, Inc. (IIIV) involves examining the diverse range of entities and individuals who hold stakes in the company, as well as their motivations and strategies. This insight is crucial for grasping market sentiment and potential future movements of the stock.

Key Investor Types:

The investor base of i3 Verticals, Inc. (IIIV) can be broadly categorized into:

• Institutional Investors: These include mutual funds, pension funds, insurance companies, and investment firms. Institutional investors often hold a significant percentage of a company's shares and can influence stock price due to the size of their transactions.
• Retail Investors: Individual investors who buy and sell securities for their own accounts. Their impact can be substantial when aggregated.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors.
• Company Insiders: Executive officers, directors, and any individuals or entities that beneficially own more than 10% of a company's equity securities. Their transactions must be reported to the SEC.

Investment Motivations:

Investors are attracted to i3 Verticals, Inc. (IIIV) for a variety of reasons:

• Growth Prospects: i3 Verticals, Inc.'s focus on integrated payment and software solutions, particularly in niche markets like education, government, and healthcare, offers significant growth potential. Investors may be drawn to the company's ability to expand within these sectors.
• Market Position: The company's established presence and expertise in specific vertical markets provide a competitive advantage. This specialization can lead to stronger customer relationships and recurring revenue streams.

Investment Strategies:

Different investors may adopt various strategies when investing in i3 Verticals, Inc. (IIIV):

• Long-Term Holding: Some investors, particularly institutional investors, may adopt a long-term buy-and-hold strategy, based on the belief that i3 Verticals, Inc. (IIIV) will deliver sustained growth and value over time.
• Short-Term Trading: Other investors, such as hedge funds or individual traders, may engage in short-term trading strategies to capitalize on price fluctuations in i3 Verticals, Inc. (IIIV)'s stock.
• Value Investing: Value investors may be attracted to i3 Verticals, Inc. (IIIV) if they believe the company is undervalued by the market, based on metrics such as price-to-earnings ratio, price-to-book ratio, or free cash flow.

Understanding the composition and motivations of i3 Verticals, Inc. (IIIV)'s investor base provides valuable insights into the company's market dynamics and potential future performance. By monitoring the trading activity and sentiment of these key investor groups, stakeholders can gain a more informed perspective on the company's prospects.

For more in-depth information, explore: i3 Verticals, Inc. (IIIV): History, Ownership, Mission, How It Works & Makes Money

i3 Verticals, Inc. (IIIV) Institutional Ownership and Major Shareholders of i3 Verticals, Inc. (IIIV)

Understanding the institutional ownership of i3 Verticals, Inc. (IIIV) provides valuable insights into the company's stock dynamics and investor confidence. Institutional investors, which include mutual funds, hedge funds, pension funds, and other large investment firms, often have a significant impact on a company's stock price due to the size of their holdings and trading activity.

As of March 31, 2024, the following were the top institutional holders of i3 Verticals, Inc. (IIIV):

• BlackRock Fund Advisors: Holding 1,403,739 shares
• Vanguard Group Inc: Holding 1,369,988 shares
• Fidelity Management & Research Co: Holding 986,906 shares
• Royce & Associates LP: Holding 909,848 shares
• Dimensional Fund Advisors LP: Holding 783,316 shares

These major institutional investors collectively hold a substantial percentage of i3 Verticals, Inc. (IIIV)'s outstanding shares, reflecting their confidence in the company's potential and strategic direction.

Examining the recent changes in ownership among institutional investors can indicate shifts in sentiment and future stock performance. Recent data reveals the following activities:

• Increase in holdings: Some institutional investors have increased their positions in i3 Verticals, Inc. (IIIV), signaling a bullish outlook. For example, BlackRock Fund Advisors and Vanguard Group Inc have added to their holdings.
• Decrease in holdings: Conversely, other institutions have reduced their stakes, potentially indicating concerns about the company's prospects or a reallocation of their investment portfolios.

These changes can be further illustrated in the table below, providing a clearer picture of institutional investor activity:

The actions of these large investors can significantly influence i3 Verticals, Inc. (IIIV)'s stock price and overall market strategy. Increased institutional ownership often leads to greater stability and potentially higher valuation as it signals confidence to the broader market. Conversely, a significant decrease in institutional holdings might create downward pressure on the stock price.

Moreover, institutional investors can engage with company management to influence corporate strategy and governance. Their insights and voting power can drive changes in business operations, capital allocation, and strategic initiatives, aligning the company's direction with shareholder interests.

For a deeper dive into the financial health of i3 Verticals, Inc. (IIIV), consider exploring: Breaking Down i3 Verticals, Inc. (IIIV) Financial Health: Key Insights for Investors.

i3 Verticals, Inc. (IIIV) Key Investors and Their Impact on i3 Verticals, Inc. (IIIV)

Understanding the investor profile of i3 Verticals, Inc. (IIIV) provides critical insights into the company's stability, growth potential, and strategic direction. Examining who holds significant stakes in IIIV can reveal the market's confidence in the company and potential influences on its decisions.

While specific, real-time data on all key investors and their recent moves can fluctuate, publicly available information and filings with the Securities and Exchange Commission (SEC) offer a glimpse into the institutional and individual investors that may hold substantial positions in i3 Verticals, Inc. (IIIV). These investors can range from mutual funds and hedge funds to private equity firms and individual stakeholders.

Institutional investors often hold significant stakes in publicly traded companies like i3 Verticals, Inc. (IIIV). These firms conduct extensive due diligence before investing, and their investment decisions can significantly impact stock prices and company strategies. Examples of such investors may include:

• Vanguard Group: Known for its large index funds and long-term investment strategies.
• BlackRock Fund Advisors: Another major asset manager with substantial holdings across various sectors.
• Fidelity Management & Research: A well-known investment firm with a diverse portfolio.
• Principal Financial Group: A global investment management leader.

These major institutional investors typically have a long-term investment horizon, and their decisions to increase or decrease their positions can signal confidence or concern about i3 Verticals, Inc. (IIIV)'s future performance. Their influence can extend to corporate governance, as they often have the power to vote on key company decisions and influence management policies.

Hedge funds may also hold positions in i3 Verticals, Inc. (IIIV), potentially engaging in more active trading strategies. These funds often aim for short-term gains and may take more aggressive stances on company direction. While specific hedge fund holdings can vary, their activity can create volatility in the stock price and influence market sentiment.

Tracking recent moves by major investors, such as buying or selling large blocks of shares, provides valuable insights. Significant purchases can indicate strong confidence in the company's prospects, while large sales may signal concerns. These moves are often reported in SEC filings, such as Form 4 (insider trading) and Form 13F (quarterly holdings reports for institutional investors).

Investor influence can manifest in several ways:

• Voting Rights: Large shareholders have the power to influence board elections and vote on important company matters.
• Engagement with Management: Major investors often engage directly with company management to discuss performance, strategy, and governance.
• Activist Investing: In some cases, investors may take an activist role, publicly advocating for changes in company strategy or management.

Understanding the composition and activities of i3 Verticals, Inc. (IIIV)'s investor base is essential for assessing the company's market position and future direction. Monitoring these investors' moves and understanding their motivations can provide valuable context for investment decisions.

For additional insights into i3 Verticals, Inc. (IIIV)'s financial standing, consider exploring:

i3 Verticals, Inc. (IIIV) Market Impact and Investor Sentiment

Understanding the dynamics of investor sentiment and market reactions is crucial for assessing the potential of i3 Verticals, Inc. (IIIV). Here's an overview of the key aspects influencing the company's investor profile:

Investor Sentiment:

• Currently, i3 Verticals has a 'Moderate Buy' consensus rating from analysts. This is based on ratings from Wall Street analysts, suggesting a generally positive outlook on the stock.
• TipRanks indicates that, recent analyst recommendations lean towards a positive sentiment, with more 'Buy' ratings than 'Hold' or 'Sell' ratings. Specifically, in the past month, there have been 3 Buy ratings and 2 Hold ratings.

Institutional Ownership:

• Institutional investors hold a significant portion of i3 Verticals' stock. Approximately 38.96% of the company's stock is owned by institutional investors.
• According to WallStreetZen, institutional shareholders own approximately 66.55% of i3 Verticals.
• Major institutional shareholders include:
  • Conestoga Capital Advisors LLC
  • BlackRock Inc
  • Vanguard Group Inc

Insider Ownership:

• Insiders also hold a notable percentage of the company's stock, with ownership around 29.17%.
• WallStreetZen reports insider ownership at 31.59%.
• Gregory S. Daily is the largest individual shareholder, owning 7,183,288 shares, representing 21.72% of the company.

Recent Market Reactions:

• The stock market's reaction to i3 Verticals has been relatively stable.
• i3 Verticals has shown positive returns compared to the market. The stock price has increased by +13.91% in the last 52 weeks.
• In January 2025, i3 Verticals completed a recapitalization to address excess cash, contributing approximately $21.4 million in cash to its subsidiary, i3 Verticals, LLC, in exchange for 896,763 newly-issued common units at $23.86 per unit.

Analyst Perspectives:

• Analysts generally have a positive outlook on i3 Verticals.
• The consensus price target for i3 Verticals is $29.67, based on ratings from 9 analysts.
• Price targets range from a low of $26 to a high of $34.
• An average price target increase of 17.42% from the current price.

Analyst Ratings:

• The average analyst rating for i3 Verticals stock is 'Buy'.
• Wall Street analysts predict that I3 Verticals's share price could reach $30.17 by February 2026.
• The consensus among analysts is to 'Strong Buy' IIIV stock.

Financial Performance:

• i3 Verticals reported revenue of $236.56 million and a net income of $114.30 million.
• Earnings per share (EPS) was $4.87.

Stock Forecast:

• Analysts predict an increase of 15.47% from the current stock price.
• The average price target is $29.86, with a high estimate of $34 and a low estimate of $26.

Ownership Structure:

• Institutional Investors: 61.2%
• Insider Ownership: 12.5%
• Public Float: 26.3%

For further insights into the financial health of i3 Verticals, Inc., you might find this resource helpful: Breaking Down i3 Verticals, Inc. (IIIV) Financial Health: Key Insights for Investors

This data provides a comprehensive view of i3 Verticals' investor profile, highlighting positive sentiment, significant institutional and insider ownership, and favorable analyst perspectives.