Exploring Monro, Inc. (MNRO) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in Monro, Inc. (MNRO) and what's driving their decisions? As of Q4 2023, institutional investors hold approximately 67.4% of Monro, Inc. shares. Could these major players be onto something big, or are they simply following the herd? With Monro, Inc. generating nearly $1.3 billion in sales in fiscal year 2024 and operating around 1,300 stores nationwide, understanding the investor landscape might provide valuable insights into the company's future trajectory. Let's delve into the details and uncover the motivations behind these investment choices.

Monro, Inc. (MNRO) Who Invests in [Company Name] and Why?

Understanding the investor profile of Monro, Inc. (MNRO) provides valuable insights into the market's sentiment towards the company. A variety of investors, each with their own motivations and strategies, hold MNRO stock.

Here's a breakdown of the key investor types, their motivations, and typical strategies:

• Institutional Investors: These include mutual funds, pension funds, and insurance companies. As of April 4, 2025, 445 funds or institutions reported positions in Monro, an increase of 14 owners or 3.25% in the last quarter. Institutional investors hold a significant percentage of Monro's shares. Total shares owned by institutions increased in the last three months by 3.32% to 42,967K shares.
• Key Institutional Holders:
  • T. Rowe Price Investment Management: Holds 2,702K shares, representing 9.02% ownership.
  • iShares Core S&P Small-Cap ETF (IJR): Holds 1,929K shares, representing 6.44% ownership.
  • T. Rowe Price Small-Cap Value Fund: Holds 1,583K shares representing 5.28% ownership.
  • Wellington Management Group Llp: Holds 1,278K shares representing 4.27% ownership.
  • Adage Capital Partners Gp, L.l.c.: Holds 1,193K shares representing 3.98% ownership.
• Hedge Funds: These are investment partnerships that use pooled funds and may employ different strategies to earn active return, or alpha, for their investors. In Q4 2024, 21 hedge funds held Monro, Inc. stock.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts, and not for another company or organization. Information about retail investor holdings in MNRO specifically is limited, but they contribute to the trading volume and market dynamics.

Investment Motivations:

• Growth Prospects: Analysts estimate a projected annual revenue increase of 22.93% for Monro. The company is expected to generate growth of 21% in the next year, while the market is only predicted to deliver 14%.
• Dividend Income: Monro has an annual dividend of $1.12 per share, with a yield of approximately 8.04%. The dividend is paid quarterly.
• Market Position: Monro, Inc. is a leading automotive service and tire provider with a strong regional presence, particularly in the eastern half of the United States. As of January 2025, Monro operates approximately 1,300 stores and 9,000 service bays nationwide.

Investment Strategies:

• Long-Term Holding: Some institutional investors, such as T. Rowe Price, may adopt a long-term holding strategy, maintaining their positions in MNRO for extended periods.
• Value Investing: Given MNRO's current P/E ratio of 27.3x, some investors might see it as undervalued compared to the broader market, where half of all companies have P/E ratios under 17x.
• Dividend Investing: With a dividend yield of 8.04%, dividend-focused investors may find MNRO attractive.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies to capitalize on price fluctuations.

Key Financial Metrics:

It is important to note that while the average one-year price target for Monro is $22.95/share, the stock price has decreased by -53.35% in the last 52 weeks. Investors should consider these factors and their own investment objectives when making decisions about MNRO.

For further insights into Monro, Inc.'s financial health, consider exploring Breaking Down Monro, Inc. (MNRO) Financial Health: Key Insights for Investors.

Monro, Inc. (MNRO) Institutional Ownership and Major Shareholders of Monro, Inc. (MNRO)

Institutional ownership in Monro, Inc. (MNRO) provides insights into the stability and potential direction of the company's stock. Analyzing the major institutional investors, their recent trading activity, and the overall impact they have on Monro, Inc. (MNRO) is crucial for understanding the stock's behavior and the company's strategic outlook.

Here's an overview of institutional ownership in Monro, Inc. (MNRO):

• Top Institutional Investors: Identifying the largest institutional investors reveals who has the most significant stake in Monro, Inc. (MNRO).
• Recent Changes in Ownership: Monitoring whether these institutions have been increasing or decreasing their positions offers clues about their confidence in the company's future.
• Impact on Stock Price and Strategy: Understanding how these large investors influence Monro, Inc. (MNRO)'s stock price and strategic decisions is essential for investors.

As of the end of 2024, the top institutional holders of Monro, Inc. (MNRO) common stock include:

• BlackRock Fund Advisors: Holding 1,231,508 shares
• The Vanguard Group, Inc. (Vanguard): Holding 1,190,084 shares
• Dimensional Fund Advisors LP: Holding 524,138 shares
• State Street Global Advisors, Inc.: Holding 365,090 shares
• Geode Capital Management LLC: Holding 236,537 shares

Examining recent changes in institutional ownership can indicate sentiment shifts. For instance:

• Some institutions may have increased their holdings, signaling a bullish outlook.
• Conversely, others may have reduced their positions, suggesting concerns about the company's performance or future prospects.

The presence and actions of large institutional investors can significantly impact Monro, Inc. (MNRO)'s stock. Their trading activity can drive price volatility, and their investment decisions may influence the company's strategic direction. For example:

• A substantial purchase by a major institutional investor can lead to a price increase due to higher demand.
• Conversely, a significant sell-off can exert downward pressure on the stock price.

Here is a summary of the institutional ownership data for Monro, Inc. (MNRO):

Institutional investors play a vital role in Monro, Inc. (MNRO)'s stock dynamics, and their actions are closely monitored by other investors. Understanding the ownership structure and recent changes can provide valuable insights into the company's potential performance and strategic direction.

To gain more insights into the history, mission, and ownership of Monro, Inc. (MNRO), you can explore this resource: Monro, Inc. (MNRO): History, Ownership, Mission, How It Works & Makes Money

Monro, Inc. (MNRO) Key Investors and Their Impact on Monro, Inc. (MNRO)

Understanding the investor profile of Monro, Inc. (MNRO) provides valuable insights into the company's stability, growth potential, and market sentiment. Key investors can significantly influence company decisions and stock performance through their holdings and strategic moves.

While specific, real-time data on all key investors and their recent moves is dynamic and subject to change, we can explore the general types of investors and their potential impact based on available resources and typical investment behaviors. Recent moves by investors are generally disclosed in SEC filings, such as Form 4 (insider trading), Form 13F (quarterly holdings for institutional investors), and Schedule 13D/G (for investors with significant stakes).

Notable investors in Monro, Inc. (MNRO) typically include:

• Institutional Investors: These are entities such as mutual funds, pension funds, hedge funds, and insurance companies that manage large sums of money. Their investment decisions are often based on in-depth research and analysis. Examples may include Vanguard Group, BlackRock, and State Street Corporation, which often hold significant positions in publicly traded companies.
• Individual Investors: These can range from retail investors holding a few shares to high-net-worth individuals with substantial stakes. Their influence varies depending on the size of their holdings and their engagement with the company's management.
• Activist Investors: These investors acquire a significant stake in a company and then actively campaign for changes in the company's strategy, management, or operations to increase shareholder value. While not always present, their involvement can lead to significant shifts in company direction.
• Insider Investors: These are the company’s executives and board members who own shares in the company. Their transactions are closely watched as they may indicate their confidence in the company’s future prospects.

The influence of these investors on Monro, Inc. (MNRO) can be considerable:

• Stock Movements: Large purchases or sales by institutional investors can cause significant fluctuations in the stock price. Positive news accompanied by institutional buying can drive the price up, while large sales can exert downward pressure.
• Company Decisions: Major shareholders have the power to influence corporate governance decisions, such as the election of board members, executive compensation, and strategic initiatives. Activist investors may push for specific changes to unlock value.
• Market Sentiment: The presence of well-respected and successful investors can improve market confidence in Monro, Inc. (MNRO), attracting more investors and potentially leading to a higher valuation.

To stay informed about the latest investor activities, it's essential to monitor SEC filings and financial news sources. These sources provide insights into who is buying or selling shares, and any potential strategic moves that could impact Monro, Inc. (MNRO).

Investors can also benefit from understanding Monro, Inc. (MNRO)'s financial health, which can be explored further in this analysis: Breaking Down Monro, Inc. (MNRO) Financial Health: Key Insights for Investors

For example, let's consider a hypothetical scenario based on typical investor behavior. Suppose Vanguard Group, a major institutional investor, increases its stake in Monro, Inc. (MNRO) by 5% in a single quarter. This move could signal confidence in the company's growth prospects, potentially attracting other investors and driving up the stock price. Conversely, if a prominent hedge fund significantly reduces its position, it could raise concerns and lead to a sell-off.

Here’s a hypothetical example of institutional ownership in Monro, Inc. (MNRO):

Disclaimer: The data provided in the table above is hypothetical and for illustrative purposes only. Actual holdings and percentages may vary. Always refer to official SEC filings for the most accurate and up-to-date information.

Keeping an eye on these investors and their actions can provide valuable clues about the future direction of Monro, Inc. (MNRO).

Monro, Inc. (MNRO) Market Impact and Investor Sentiment

Understanding investor sentiment and the impact of major shareholders is crucial for assessing the potential trajectory of Monro, Inc. (MNRO). Recent market reactions and analyst perspectives offer valuable insights into how ownership changes and investor moves influence the company's future.

As of February 8, 2024, notable shareholders of Monro, Inc. include:

• The Vanguard Group, Inc.
• BlackRock Fund Advisors
• Dimensional Fund Advisors LP

These major shareholders can significantly influence the company's direction through their investment decisions and voting power. Their sentiment, whether positive, neutral, or negative, can act as a barometer for the overall confidence in Monro, Inc.'s prospects.

Recent market reactions to changes in ownership or large investor moves can provide insight into the stock's volatility and investor confidence. For example, a significant increase in institutional ownership might signal positive expectations, while a large sell-off could indicate concerns about the company's performance or future outlook.

Analyst perspectives play a vital role in interpreting the impact of key investors on Monro, Inc.'s future. Analysts often provide recommendations based on their assessment of the company's financial health, market position, and growth potential, taking into account the influence of major shareholders. These insights can help investors understand the potential risks and opportunities associated with Monro, Inc.'s stock.

Examining ownership trends and investor behavior can offer a more nuanced understanding of market sentiment toward Monro, Inc. This involves tracking changes in institutional ownership, monitoring insider trading activity, and analyzing the trading patterns of major shareholders. By combining these data points, investors can gain a more comprehensive view of the factors driving the stock's performance.

For those interested in learning more about the company's guiding principles, you can explore Monro, Inc.'s Mission Statement, Vision, & Core Values of Monro, Inc. (MNRO).

To illustrate the ownership structure, the following table provides an overview of significant shareholders: