Exploring JELD-WEN Holding, Inc. (JELD) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind JELD-WEN Holding, Inc. (JELD), and what their investment decisions might signal? As of January 2024, JELD's stock traded at $16.47, with a 52-Week High of $22.14 and a 52-Week Low of $12.89. Institutional investors hold a significant 62.4% of the company's shares. Recent activity shows that while some, like Vaughan Nelson Investment Management, L.P., decreased their holdings by 2,099,890 shares in Q4 2024, others, such as Pzena Investment Management LLC, added 1,583,238 shares. What does this mixed activity suggest about the future of JELD, and should you be paying attention?

JELD-WEN Holding, Inc. (JELD) Who Invests in [Company Name] and Why?

Understanding the investor profile of JELD-WEN Holding, Inc. (JELD) involves examining the diverse range of entities and individuals that hold its stock, as well as their motivations and strategies. This encompasses retail investors, institutional investors, and hedge funds, each with their own objectives and approaches.

Key Investor Types:

• Retail Investors: These are individual investors who buy and sell JELD shares for their own accounts. Their investment decisions are often influenced by factors such as personal financial goals, risk tolerance, and information gathered from various sources, including financial news, company reports, and investment advice.
• Institutional Investors: This category includes entities such as mutual funds, pension funds, insurance companies, and endowments. These investors manage large sums of money on behalf of others and typically have a longer-term investment horizon. Their decisions are driven by in-depth research, analysis of financial statements, and macroeconomic trends.
• Hedge Funds: These are investment partnerships that use a variety of strategies, including leverage, derivatives, and short selling, to generate returns. Hedge funds cater to accredited investors and institutions, and their investment strategies can range from short-term trading to activist investing.

Investment Motivations:

Investors are drawn to JELD-WEN Holding, Inc. (JELD) for a variety of reasons, which can be broadly categorized as follows:

• Growth Prospects: Investors may believe that JELD has strong potential for future growth, driven by factors such as increasing demand for its products, expansion into new markets, and successful innovation.
• Market Position: JELD's established position in the windows and doors industry can be an attractive feature for investors seeking stable, reliable returns. A strong market presence often translates to consistent revenue streams and competitive advantages.

Investment Strategies:

The strategies employed by investors in JELD-WEN Holding, Inc. (JELD) can vary widely depending on their investment goals and risk tolerance. Some common strategies include:

• Long-Term Holding: Investors with a long-term perspective may hold JELD shares for several years, aiming to benefit from the company's long-term growth and dividend payments, if any.
• Short-Term Trading: Traders may buy and sell JELD shares frequently to capitalize on short-term price fluctuations. This strategy requires close monitoring of market trends and company news.
• Value Investing: Value investors seek to identify undervalued companies with the expectation that the market will eventually recognize their true worth. They may invest in JELD if they believe the company's stock price is below its intrinsic value.

Understanding these different investor types, their motivations, and their strategies provides valuable insights into the dynamics of JELD-WEN Holding, Inc. (JELD)’s stock ownership and market behavior. Each group contributes to the overall investment landscape, influencing the stock's price and liquidity.

To gain further insights into JELD-WEN Holding, Inc. (JELD), explore their Mission Statement, Vision, & Core Values of JELD-WEN Holding, Inc. (JELD).

JELD-WEN Holding, Inc. (JELD) Institutional Ownership and Major Shareholders

JELD-WEN Holding, Inc. (JELD) has a significant level of institutional ownership, indicating that a large portion of its shares are held by major financial institutions, mutual funds, hedge funds, and pension funds. As of April 2025, 427 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 99,672,353 shares.

Here's Mission Statement, Vision, & Core Values of JELD-WEN Holding, Inc. (JELD).

Top Institutional Investors:

The largest shareholders in JELD-WEN Holding, Inc. (JELD) include:

• Turtle Creek Asset Management Inc.
• Pzena Investment Management Llc
• BlackRock, Inc.
• Vanguard Group Inc
• American Century Companies Inc
• Fuller & Thaler Asset Management, Inc.
• UBVLX - Undiscovered Managers Behavioral Value Fund Class L
• VASVX - Vanguard Selected Value Fund Investor Shares
• Dimensional Fund Advisors Lp
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares

These institutions demonstrate a strong interest in JELD-WEN, holding substantial portions of the company's stock. Institutional investors often have significant influence over a company's stock price and corporate strategy.

Changes in Ownership:

Recent trading activity reveals shifts in institutional investor positions. In the most recent quarter:

• 95 institutional investors increased their holdings in JELD-WEN.
• 112 institutional investors decreased their positions.

Some notable changes include:

• VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. reduced their holdings by 2,099,890 shares (-100.0%) in Q4 2024, with an estimated value of $17,198,099.
• VICTORY CAPITAL MANAGEMENT INC removed 2,061,204 shares (-94.4%) from their portfolio in Q4 2024, for an estimated $16,881,260.
• PZENA INVESTMENT MANAGEMENT LLC added 1,583,238 shares (+16.5%) to their portfolio in Q4 2024, for an estimated $12,966,719.
• ALBERTA INVESTMENT MANAGEMENT CORP added 1,159,000 shares (+inf%) to their portfolio in Q4 2024, for an estimated $9,492,210.
• PARKWOOD LLC added 1,076,334 shares (+inf%) to their portfolio in Q4 2024, for an estimated $8,815,175.
• TURTLE CREEK ASSET MANAGEMENT INC. added 1,000,000 shares (+7.2%) to their portfolio in Q4 2024, for an estimated $8,189,999.
• BANK OF NEW YORK MELLON CORP removed 927,709 shares (-76.9%) from their portfolio in Q4 2024, for an estimated $7,597,936.

These changes suggest a dynamic investment landscape, with some institutions increasing their stakes while others reduce theirs, possibly in response to JELD-WEN's financial performance and broader market conditions.

Furthermore, JELD-WEN insiders have been actively purchasing shares. Over the past 6 months, there have been 35 open market trades by insiders, all of which were purchases. Turtle Creek Asset Management INC. TURTLE, for example, has made 35 purchases, acquiring 1,470,000 shares for an estimated $14,066,406.

Impact of Institutional Investors:

Institutional investors play a crucial role in JELD-WEN's stock price and strategy. Their actions can drive significant trading volume and influence market sentiment. For instance, the accumulation or reduction of shares by large institutions can lead to price volatility.

As of April 17, 2025, the share price was $5.16. Previously, on April 19, 2024, the share price was $18.29, representing a decline of 71.79% over that period.

The aggregate market value of the common stock held by non-affiliates as of June 29, 2024, was $1.1 billion.

Moreover, institutional investors often engage with company management to influence corporate strategy and governance. Their insights and expectations can shape key decisions related to:

• Operational efficiency
• Capital allocation
• Strategic initiatives

Heightened stakeholder focus on ESG issues related to JELD-WEN's business requires continuous monitoring of various and evolving laws, regulations, standards and expectations and the associated reporting requirements.

In 2024, JELD-WEN worked to advance its two regional businesses: North America and Europe, both of which launched refined business strategies to support the company-wide focus on safely making quality products that are delivered on-time and in full.

The company is introducing 2025 revenue guidance to a range of $3.2 to $3.4 billion, which reflects Core Revenues that are down (4%) to (9%) compared to 2024. Further, the Company expects 2025 Adjusted EBITDA to be within the range of $215 to $265 million.

The following table summarizes key financial data for JELD-WEN Holding, Inc. for the year 2024:

Overall, the institutional ownership of JELD-WEN Holding, Inc. (JELD) reflects significant investment and potential influence from major financial players. Monitoring changes in their positions and understanding their priorities can provide valuable insights into the company's future prospects.

JELD-WEN Holding, Inc. (JELD) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of JELD-WEN Holding, Inc. (JELD) provides valuable insights into the company's stability, strategic direction, and potential stock movements. A diverse range of investors, from large institutional holders to individual insiders, shapes JELD's corporate landscape.

Here’s a detailed look at some notable investors and their recent activities:

• Turtle Creek Asset Management Inc.: This firm stands out as the largest individual shareholder, holding 16.10M shares, which represent approximately 18.97% of the company. Their shares are valued at around $83.22 million. Notably, Turtle Creek has been actively increasing its stake in JELD. In Q4 2024, they added 1,000,000 shares to their portfolio and continued this trend into April 2025, acquiring an additional 50,000 shares, following a previous purchase of 175,690 shares.
• Pzena Investment Management LLC: Another significant institutional investor, Pzena Investment Management LLC, holds 11,165,246 shares, accounting for 13.16% of JELD's ownership. In Q4 2024, they increased their position by adding 1,583,238 shares.
• BlackRock Inc.: BlackRock, Inc. holds a substantial position with 8,807,504 shares, representing 10.38% ownership. However, they slightly decreased their holdings in Q4 2024, removing 97,546 shares.
• Vanguard Group Inc: Vanguard Group Inc. owns 8,545,071 shares, which accounts for 10.07% of the company. They increased their holdings in Q4 2024, adding 101,944 shares.
• American Century Companies Inc: This institution holds 5,775,940 shares, representing a 6.81% stake in JELD.
• Fuller & Thaler Asset Management Inc: With 4,765,670 shares, Fuller & Thaler Asset Management Inc. holds approximately 5.62% of JELD.

These institutional investors collectively hold a significant portion of JELD's shares. As of April 14, 2025, institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 99,672,353 shares.

Here's a summary of key institutional ownership data:

Institutional investors and hedge funds frequently adjust their positions, reflecting their outlook on the company's prospects and broader market conditions. Recent activity reveals a mix of increased and decreased holdings:

• Alberta Investment Management Corp added 1,159,000 shares in Q4 2024.
• Parkwood LLC increased its stake by 1,076,334 shares during the same period.
• Conversely, Vaughan Nelson Investment Management, L.P. reduced its holdings by 2,099,890 shares in Q4 2024.
• Victory Capital Management Inc decreased its position by 2,061,204 shares in the same quarter.
• Bank of New York Mellon Corp reduced 927,709 shares (-76.9%) from their portfolio in Q4 2024.

These movements can sometimes signal shifts in investor sentiment or strategic realignments within these firms.

Activist investors can significantly influence a company's decisions through various strategies, such as:

• Lobbying for changes in management.
• Pressing for strategic shifts.
• Seeking board representation.

While there's no specific recent activist activity highlighted, it's worth noting that Schedule 13D filings indicate investors who hold (or held) over 5% of a company's shares and intend to pursue changes in business strategy actively. Mission Statement, Vision, & Core Values of JELD-WEN Holding, Inc. (JELD).

Monitoring these ownership dynamics can offer keen insights into potential future shifts in company policy and stock performance.

Recent insider trading activity shows that CREEK ASSET MANAGEMENT INC. TURTLE has been actively purchasing shares. Over the last six months, they made 35 purchases, acquiring 1,470,000 shares for an estimated $14,066,406.

On April 17, 2025, JELD-WEN Holding's stock experienced a surge of 15.75% in pre-market trading after Turtle Creek Asset Management increased its stake in the company.

As of April 18, 2025, the closing price of JELD-WEN Holding Inc Registered Shs was $5.16 on BTT, with a market capitalization of $356.91 million by 85.37 million shares outstanding.

Analysts' opinions on JELD-WEN Holding, Inc. future price indicate a maximum estimate of $10.50 and a minimum estimate of $5.00.

Based on 17 Wall Street analysts, the stock has a consensus rating of 'Hold,' with a price target of $7.22.

In 2024, JELD-WEN reported capital expenditures increased by $62.8 million to $173.7 million, up from $110.9 million in 2023. Free Cash Flow used in 2024 was ($67.5) million, compared to Free Cash Flow provided in 2023 of $234.3 million.

JELD-WEN is introducing 2025 revenue guidance to a range of $3.2 to $3.4 billion and expects 2025 Adjusted EBITDA to be within the range of $215 to $265 million.

JELD-WEN Holding, Inc. (JELD) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to JELD-WEN Holding, Inc. (JELD) is crucial for assessing the company's financial health and future prospects. Monitoring these elements provides insights into how major shareholders and the broader market perceive the company's value and strategic direction.

Investor sentiment towards JELD-WEN Holding, Inc. (JELD) can be gauged by analyzing the behavior of its major shareholders. Positive sentiment is typically reflected in increased buying activity, while negative sentiment may lead to selling pressure. News articles, financial reports, and company announcements often influence investor perception, creating a dynamic interplay between information and market behavior. For example, strong earnings reports or positive industry trends could bolster confidence, whereas negative press or missed financial targets might dampen enthusiasm.

Recent market reactions to changes in ownership or large investor moves provide valuable context. Significant shifts in institutional holdings, such as a major fund increasing or decreasing its stake, often trigger corresponding movements in the stock price. These reactions can be amplified by broader market conditions or industry-specific factors. Keeping track of these events helps in understanding the market's immediate response to specific ownership changes.

Analyst perspectives play a vital role in shaping investor expectations and influencing market valuations. Analysts offer insights based on in-depth research, financial modeling, and industry knowledge. Their ratings, price targets, and commentary can significantly impact how the market views JELD-WEN Holding, Inc. (JELD)'s future. For instance, upgrades from key analysts might attract new investors, while downgrades could prompt existing shareholders to sell. These perspectives often highlight the potential risks and opportunities associated with the company.

Here are some factors that can influence investor sentiment and market reactions:

• Company Performance: Revenue growth, profitability, and cash flow generation.
• Industry Trends: Overall health and outlook of the building materials and construction sectors.
• Macroeconomic Factors: Interest rates, inflation, and economic growth.
• Strategic Decisions: Mergers, acquisitions, and significant capital investments.
• Regulatory Environment: Changes in building codes, trade policies, and environmental regulations.

To illustrate the potential impact of these factors, consider the following scenarios:

• A positive earnings surprise coupled with an optimistic outlook from management could lead to a surge in the stock price as investors revise their expectations upwards.
• Conversely, a disappointing earnings report, coupled with concerns about slowing demand in the housing market, might trigger a sell-off.

Here's a hypothetical overview of how different investor categories might view JELD-WEN Holding, Inc. (JELD):

Understanding these dynamics is essential for stakeholders looking to make informed decisions about JELD-WEN Holding, Inc. (JELD). By tracking investor sentiment, market reactions, and analyst perspectives, one can gain a more comprehensive view of the company’s position and potential trajectory.

For more insights into JELD-WEN Holding, Inc. (JELD)'s strategic vision, see: Mission Statement, Vision, & Core Values of JELD-WEN Holding, Inc. (JELD).