Exploring John B. Sanfilippo & Son, Inc. (JBSS) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in John B. Sanfilippo & Son, Inc. (JBSS) and what's driving their decisions? With a market capitalization of $796.63 million as of April 2025, JBSS presents an intriguing case for investors. Are institutional players dominating the scene, or are individual investors making their mark? How do factors like a 1.24% dividend yield and a price-to-earnings ratio of 16.11 influence investor sentiment, especially considering the stock has experienced a 30.06% decrease over the last year? Let's delve into the investor profile of JBSS to uncover the key players and the rationale behind their investment strategies, considering the company's recent financial performance, including a revenue of $1.07 billion in fiscal year 2024 and a diluted EPS of $5.15.

John B. Sanfilippo & Son, Inc. (JBSS) Who Invests in John B. Sanfilippo & Son, Inc. (JBSS) and Why?

Understanding the investor profile of John B. Sanfilippo & Son, Inc. (JBSS) involves examining the diverse range of entities and individuals that hold the company's stock. These investors are typically categorized into retail investors, institutional investors, and sometimes hedge funds, each with their own motivations and strategies.

Key Investor Types:

• Retail Investors: These are individual investors who buy shares of JBSS for their personal accounts. Their investment amounts can vary widely, from a few shares to a significant portion of their portfolio.
• Institutional Investors: These are organizations that invest on behalf of others. They include:
  • Mutual Funds: These funds pool money from many investors to purchase a diversified portfolio of stocks.
  • Pension Funds: These funds invest to provide retirement income for their members.
  • Insurance Companies: These companies invest to cover future claims.
  • Endowments: These are funds established to support specific causes, such as universities or charities.
• Hedge Funds: These are investment partnerships that use more aggressive strategies to generate higher returns. Their presence in JBSS's investor base may vary.

Investment Motivations:

Investors are attracted to John B. Sanfilippo & Son, Inc. (JBSS) for a variety of reasons, often related to the company's financial health, market position, and future prospects:

• Growth Prospects: Investors may believe that JBSS has the potential for significant revenue and earnings growth, driven by factors such as increasing demand for snack nuts, expansion into new markets, or successful product innovation.
• Dividends: JBSS might offer attractive dividend payouts, providing a steady income stream for investors, particularly those seeking stable returns.
• Market Position: The company's established position in the snack nut market, brand recognition, and distribution network can be appealing to investors looking for stable, reliable investments.
• Value Investing: Some investors may view JBSS as undervalued by the market, believing that its stock price does not reflect its true intrinsic value.

Investment Strategies:

The strategies employed by JBSS investors can differ significantly depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as pension funds and endowments, adopt a long-term investment horizon, holding JBSS shares for years or even decades to benefit from long-term growth and dividend income.
• Short-Term Trading: Some investors, particularly hedge funds and day traders, may engage in short-term trading strategies, buying and selling JBSS shares to profit from short-term price fluctuations.
• Value Investing: Value investors seek to identify undervalued companies like JBSS, holding the stock until the market recognizes its true value.
• Growth Investing: Growth investors focus on companies with high growth potential, such as JBSS, aiming to capitalize on their expanding revenues and earnings.

Understanding these different investor types, their motivations, and strategies provides valuable insights into the dynamics of JBSS's stock ownership and market behavior. For further insights into the company's guiding principles, you can explore Mission Statement, Vision, & Core Values of John B. Sanfilippo & Son, Inc. (JBSS).

John B. Sanfilippo & Son, Inc. (JBSS) Institutional Ownership and Major Shareholders of John B. Sanfilippo & Son, Inc. (JBSS)

Understanding the institutional ownership of John B. Sanfilippo & Son, Inc. (JBSS) provides valuable insights into the stability and potential direction of the company's stock. Institutional investors, such as mutual funds, hedge funds, and pension funds, often have significant resources and expertise to conduct in-depth research, and their investment decisions can have a notable impact on stock prices.

Here's a look at some of the top institutional investors in John B. Sanfilippo & Son, Inc. (JBSS), recent changes in ownership, and the potential impact these investors have on the company.

Top Institutional Investors:

As of the latest available data, the following are among the top institutional holders of John B. Sanfilippo & Son, Inc. (JBSS) shares:

• BlackRock Fund Advisors: Holding 273,779 shares, representing about 2.34% of the company.
• Vanguard Index Funds: Holding 267,910 shares, accounting for approximately 2.29% of the company.
• Dimensional Fund Advisors LP: Holding 242,796 shares, which is around 2.07% ownership.
• Royce & Associates LP: Holding 223,900 shares, holding about 1.91% ownership.
• Geode Capital Management LLC: Holding 79,143 shares, reflecting about 0.68% of the company.

These major institutional investors collectively hold a significant percentage of John B. Sanfilippo & Son, Inc. (JBSS)'s outstanding shares, indicating strong institutional interest in the company's performance and future prospects.

Changes in Ownership:

Analyzing recent changes in institutional ownership can reveal shifts in sentiment and potential future stock performance. For instance:

Dimensional Fund Advisors LP increased their stake by purchasing 7,683 additional shares in the first quarter of 2024, bringing their total holdings to 242,796 shares valued at $20.943 million.

Conversely, Royce & Associates LP decreased their position by selling 24,400 shares during the same period, reducing their holdings to 223,900 shares worth $19.314 million.

BlackRock Fund Advisors added 1,902 shares in the first quarter of 2024, bringing their total holdings to 273,779 shares valued at $23.644 million.

These transactions reflect differing views on John B. Sanfilippo & Son, Inc. (JBSS)'s prospects among major institutional investors.

Impact of Institutional Investors:

The presence and actions of large institutional investors can significantly influence John B. Sanfilippo & Son, Inc. (JBSS)'s stock price and overall strategy:

Stock Price Stability: Significant institutional ownership can provide a degree of stability to the stock price, as these investors tend to have a longer-term investment horizon compared to retail investors.

Increased Liquidity: Higher institutional ownership generally leads to increased trading volume, which can improve the liquidity of the stock.

Influence on Company Strategy: Institutional investors often engage with company management to express their views on strategy, capital allocation, and corporate governance. Their influence can drive changes aimed at enhancing shareholder value.

Market Perception: The buying or selling activity of large institutions is often closely watched by other investors, as it can signal confidence or concern about the company's future performance.

The following table summarizes the institutional ownership details:

Understanding the dynamics of institutional ownership in John B. Sanfilippo & Son, Inc. (JBSS) is essential for investors seeking to make informed decisions. By monitoring changes in ownership and the influence of major shareholders, investors can gain valuable insights into the company's prospects and potential risks.

More insights about John B. Sanfilippo & Son, Inc. (JBSS) can be found here: John B. Sanfilippo & Son, Inc. (JBSS): History, Ownership, Mission, How It Works & Makes Money

John B. Sanfilippo & Son, Inc. (JBSS) Key Investors and Their Impact on John B. Sanfilippo & Son, Inc. (JBSS)

Understanding the investor profile of John B. Sanfilippo & Son, Inc. (JBSS) provides valuable insights into the market's sentiment and the potential trajectory of the company. Examining who holds significant stakes in JBSS and their recent activities can shed light on the factors influencing stock movements and strategic decisions.

While specific, real-time data on all key investors and their precise impact can fluctuate, focusing on institutional ownership and recent trading activities provides a general understanding. Institutional investors, mutual funds, and hedge funds often hold substantial positions in publicly traded companies like John B. Sanfilippo & Son, Inc. (JBSS).

Key aspects to consider regarding investor influence:

• Voting Rights: Large shareholders wield considerable voting power, influencing decisions on board member elections, executive compensation, and significant corporate actions.
• Market Sentiment: Major investment firms' decisions to increase or decrease their stakes can significantly impact market perception, driving stock prices up or down.
• Activist Investors: Some investors may actively engage with the company's management to advocate for changes in strategy, operations, or corporate governance.

Recent moves by notable investors, such as buying or selling large blocks of shares, are closely watched by the market. These actions can signal confidence (or lack thereof) in the company's future prospects. Keep an eye on SEC filings (Form 4, 13D, 13G) to track such transactions.

To illustrate potential insights, consider a hypothetical scenario based on typical investor behavior:

These examples are purely illustrative. Actual investor behavior and its impact can vary widely. For more insights, check out Mission Statement, Vision, & Core Values of John B. Sanfilippo & Son, Inc. (JBSS).

John B. Sanfilippo & Son, Inc. (JBSS) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any publicly traded company. For John B. Sanfilippo & Son, Inc. (JBSS), several factors influence how investors perceive the company and how the stock market responds to key events.

Here's a breakdown of the current investor sentiment, recent market reactions, and analyst perspectives regarding John B. Sanfilippo & Son, Inc. (JBSS):

Investor Sentiment:

• Recent news sentiment is slightly positive. MarketBeat reported a news sentiment score of 0.94, which is higher than the consumer staples sector average of 0.79.
• However, short interest in John B. Sanfilippo & Son, Inc. has increased recently by 18.65%, suggesting that investor sentiment is decreasing significantly.

Major Shareholders:

Institutional investors and insiders hold significant portions of John B. Sanfilippo & Son, Inc. (JBSS) stock. As of early 2025, major shareholders include:

• Institutional Investors: Hold approximately 43.37% of the company's stock.
• Insiders: Own about 2.15% of the stock.
• Public Companies and Individual Investors: Account for approximately 26.08% ownership.

Some of the largest institutional shareholders include:

• BlackRock, Inc.
• Thrivent Financial For Lutherans
• Vanguard Group Inc

Recent Market Reactions:

The stock market has reacted notably to recent financial announcements. For instance, after John B. Sanfilippo & Son, Inc. (JBSS) reported its Q2 2025 earnings, which revealed an EPS of $1.16 (falling short of the forecasted $1.44), the shares dropped by 13.61% in after-hours trading. This decline underscores investor sensitivity to earnings misses and declining profit margins. The stock closed at $74.83, nearing its 52-week low of $73.05 following the announcement.

Analyst Perspectives:

Analysts' views on John B. Sanfilippo & Son, Inc. (JBSS) are mixed, reflecting the complexities of the business and market conditions:

• One analyst highlighted that the company's alignment of shareholder and management interests, along with its presence in a growing, non-cyclical sector, makes it highly attractive.
• Despite a recent stock price decline, the strategic shift toward consumer distribution has made the company more robust.
• Rising costs of sales have impacted NOPAT growth, but John B. Sanfilippo & Son, Inc. (JBSS) has consistently earned economic profits.

Valuation Ratios (as of late March 2025):

• P/E Ratio (TTM): 16.45
• Price to Sales (TTM): 0.71
• Price to Book Value (TTM): 2.45

Institutional Ownership Trends:

Institutional ownership in John B. Sanfilippo & Son, Inc. (JBSS) indicates the level of confidence and investment these large entities have in the company. As of Q4 2024, institutional ownership stood at 73.8%.

Stock Price Performance:

The performance of John B. Sanfilippo & Son, Inc. (JBSS) stock has seen fluctuations. As of March 28, 2025, the share price was $70.81. Notably, there was a decline of 32.87% over the period. This reflects broader market trends and specific company performance challenges.

Dividend Information:

John B. Sanfilippo & Son, Inc. (JBSS) provides dividends, making it an appealing choice for income-seeking investors.

• Dividend Yield: The dividend yield is 1.26%, which is higher than the bottom 25% of all dividend-paying stocks.
• Payout Ratio: The dividend payout ratio is 20.38%, suggesting a sustainable level.

For more insights into the company's financial well-being, consider reading Breaking Down John B. Sanfilippo & Son, Inc. (JBSS) Financial Health: Key Insights for Investors.