Exploring NCS Multistage Holdings, Inc. (NCSM) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in NCS Multistage Holdings, Inc. (NCSM) and, more importantly, why? As of 2024, a close look at the investor profile reveals that institutional investors hold a significant 68.3% ownership, valued at $124.6 million. But it's not just about the big institutions; mutual funds account for 22.7% ($41.3 million) and hedge funds hold 15.6% ($28.4 million). With major players like BlackRock Inc. holding 9.2%, Vanguard Group with 7.5%, and Renaissance Technologies owning 4.3%, what are the key drivers attracting these investments, and how does this diverse investor landscape shape the company's strategic direction? Dive in to uncover the motivations and strategies behind those investing in NCSM.

NCS Multistage Holdings, Inc. (NCSM) Who Invests in NCS Multistage Holdings, Inc. (NCSM) and Why?

Understanding the investor profile of NCS Multistage Holdings, Inc. (NCSM) is crucial for gauging market sentiment and potential stock performance. Investors in NCS Multistage Holdings, Inc. (NCSM) can be broadly categorized into retail investors, institutional investors, and hedge funds, each with distinct investment motivations and strategies.

Key Investor Types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors in NCS Multistage Holdings, Inc. (NCSM) might be drawn to the stock's growth potential or perceived value.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment banks. Institutional investors often hold a significant percentage of a company's shares and can influence the stock price through large trading volumes.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active returns for their investors. Hedge funds may invest in NCS Multistage Holdings, Inc. (NCSM) based on specific trading opportunities or market predictions.

Investment Motivations:

Several factors attract investors to NCS Multistage Holdings, Inc. (NCSM):

• Growth Prospects: Investors may be optimistic about the company's future growth, driven by factors such as expansion into new markets, innovative products, or increasing demand for its services.
• Market Position: NCS Multistage Holdings, Inc. (NCSM)'s position within its industry can be a strong motivator. A leading market share or a unique competitive advantage can make the stock attractive.

Investment Strategies:

The strategies employed by investors in NCS Multistage Holdings, Inc. (NCSM) vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, aiming to benefit from the company's long-term growth. This approach is common among retail investors and some institutional investors who believe in the company's fundamentals and future prospects.
• Short-Term Trading: Other investors engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy is often used by hedge funds and active traders who closely monitor market trends and technical indicators.
• Value Investing: Value investors look for stocks that they believe are undervalued by the market. They may invest in NCS Multistage Holdings, Inc. (NCSM) if they believe the stock price does not reflect the company's intrinsic value.

To gain further insights into NCS Multistage Holdings, Inc. (NCSM)'s financial standing, explore Breaking Down NCS Multistage Holdings, Inc. (NCSM) Financial Health: Key Insights for Investors.

NCS Multistage Holdings, Inc. (NCSM) Institutional Ownership and Major Shareholders of NCS Multistage Holdings, Inc. (NCSM)

Understanding the investor profile of NCS Multistage Holdings, Inc. (NCSM) is crucial for assessing market sentiment and potential stock performance. As of 2024, a significant portion of NCSM's shares are held by institutional investors, indicating their substantial influence on the company's stock price and overall strategy. Institutional investors often include entities that pool money to purchase securities, such as commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.

Here’s a detailed look at the institutional ownership and major shareholders of NCS Multistage Holdings, Inc. (NCSM):

• Institutional Ownership: Approximately 71.57% of NCS Multistage Holdings, Inc.'s stock is held by institutional investors.
• Retail Investors: Retail investors represent 31.7% of total shareholding.

As of March 25, 2025, the share price was $34.32. Previously, on March 27, 2024, the share price was $16.10, representing an increase of 113.17% over that period.

Here is a breakdown of investor types and their percentage ownership as of 2024:

The top institutional investors in NCS Multistage Holdings, Inc. (NCSM) include:

• Advent International Corp/ma
• Tocqueville Asset Management L.p.
• ArrowMark Colorado Holdings LLC
• MSGGX - Meridian Small Cap Growth Fund Legacy Class
• Bridgeway Capital Management Inc
• Empowered Funds, LLC
• BSVO - EA Bridgeway Omni Small-Cap Value ETF
• Captrust Financial Advisors
• Dimensional Fund Advisors Lp
• Vanguard Group Inc.

These institutions hold a total of 1,906,996 shares.

Key institutional investor metrics demonstrate significant market influence:

• Institutional investors hold 58.4% of total shares.
• The top 10 investors control 35.6% of outstanding shares.
• Average institutional holding period: 2.7 years.

Changes in institutional ownership can provide insights into the evolving sentiment surrounding NCS Multistage Holdings, Inc. (NCSM). An increase in institutional holdings may indicate growing confidence in the company's prospects, while a decrease could signal concerns about future performance. Monitoring these changes can help investors gauge the potential impact on the stock price.

According to Fintel, NCS Multistage Holdings, Inc. (US:NCSM) has 47 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,906,996 shares.

Recent changes in ownership have been noted. For example, a 13G/A filing on 2025-02-14 shows that TOCQUEVILLE ASSET MANAGEMENT L.P. increased its shares from 133,164 to 142,702, a change of 7.16%, with ownership increasing by 3.64% to 5.70%.

Institutional investors play a significant role in the stock price and strategy of NCS Multistage Holdings, Inc. (NCSM). Their investment decisions can drive trading volume and price fluctuations. Additionally, these large investors may influence corporate governance by exercising voting rights in their investments.

Earnings surprises can significantly impact NCS Multistage's stock price both in the short term and over time. Positive earnings surprises typically lead to an immediate rise in a stock's price and a gradual increase over time. This is why analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators.

See more on NCS Multistage Holdings, Inc. (NCSM) financial health: Breaking Down NCS Multistage Holdings, Inc. (NCSM) Financial Health: Key Insights for Investors

NCS Multistage Holdings, Inc. (NCSM) Key Investors and Their Impact on NCS Multistage Holdings, Inc. (NCSM)

Understanding the investor profile of NCS Multistage Holdings, Inc. (NCSM) provides critical insights into the company’s stability, strategic direction, and potential stock performance. Key investors can exert considerable influence through their holdings and actions, shaping market perception and corporate decisions.

While specific, real-time major shareholder data for NCS Multistage Holdings, Inc. (NCSM) can fluctuate and require up-to-the-minute financial data services, examining publicly available information and reports from the 2024 fiscal year can offer a general understanding of the investor landscape.

Institutional investors often hold significant stakes in publicly traded companies. While pinpointing the exact institutional holders for NCS Multistage Holdings, Inc. (NCSM) as of April 2025 requires specialized financial tools, typical examples of institutional investors include:

• Mutual Funds: These funds pool money from many investors to purchase a wide range of stocks.
• Pension Funds: These funds invest to provide retirement income for their members.
• Hedge Funds: These are investment partnerships that use more aggressive strategies, such as short selling and leverage, to maximize returns.
• Insurance Companies: These companies invest premiums to cover future claims.

These investors' actions, such as increasing or decreasing their positions, can significantly impact NCS Multistage Holdings, Inc. (NCSM)'s stock price and overall market sentiment.

Activist investors can purchase a substantial stake in a company like NCS Multistage Holdings, Inc. (NCSM) and then actively pressure management to make changes they believe will increase shareholder value. These changes can include:

• Strategic shifts: Pushing for changes in the company’s business strategy.
• Operational improvements: Advocating for cost-cutting measures or efficiency enhancements.
• Corporate governance reforms: Seeking changes in the company’s board composition or executive compensation structure.

Monitoring such activity is crucial, as it often signals significant shifts within the company.

Recent moves by major investors, such as buying or selling large blocks of shares, are closely watched by the market. For example, a large purchase by a well-known fund might signal confidence in NCS Multistage Holdings, Inc. (NCSM)’s future prospects, driving up the stock price. Conversely, a significant sell-off could indicate concerns about the company's performance or industry outlook.

Keeping abreast of these activities requires continuous monitoring of financial news and regulatory filings.

Here is a general illustrative example of how to present potential investors (please note that this data is purely illustrative and not actual):

Understanding who invests in NCS Multistage Holdings, Inc. (NCSM) and why is essential for anyone looking to make informed decisions about the company. Tracking these investors’ moves and understanding their motivations can provide valuable insights into the company’s future.

More insights about NCS Multistage Holdings, Inc. (NCSM) can be found here: NCS Multistage Holdings, Inc. (NCSM): History, Ownership, Mission, How It Works & Makes Money

NCS Multistage Holdings, Inc. (NCSM) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of NCS Multistage Holdings, Inc. (NCSM). This analysis includes examining major shareholders' attitudes, recent market responses to ownership changes, and insights from analysts.

As of March 25, 2025, the share price was $34.32, a significant increase from $16.10 on March 27, 2024. This represents a substantial increase of 113.17% over that period, reflecting strong market confidence.

Here's a closer look at various aspects influencing NCS Multistage Holdings, Inc.'s (NCSM) market dynamics:

• Institutional Ownership: NCS Multistage Holdings, Inc. (NCSM) has 47 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,906,996 shares.
• Major Shareholders: Key shareholders include Advent International Corp/ma, Tocqueville Asset Management L.p., ArrowMark Colorado Holdings LLC, MSGGX - Meridian Small Cap Growth Fund Legacy Class, Bridgeway Capital Management Inc, Empowered Funds, LLC, BSVO - EA Bridgeway Omni Small-Cap Value ETF, Captrust Financial Advisors, Dimensional Fund Advisors Lp, and Vanguard Group Inc.
• Fund Sentiment Score: The Fund Sentiment Score identifies stocks being heavily bought by funds, using a quantitative model to assess institutional accumulation levels.

According to Breaking Down NCS Multistage Holdings, Inc. (NCSM) Financial Health: Key Insights for Investors, analyzing the financial health of NCSM is vital for investors.

Recent Market Reactions:

• On March 17, 2025, NCS Multistage Holdings, Inc. (NASDAQ:NCSM) shares surged to a 52-week high, reaching $31.95.
• The company reported excellent financial health with a 'GREAT' overall rating and trades at a P/E ratio of 10.8x.
• The stock value climbed by 68.83% over the past year.

Analyst Perspectives:

• NCS Multistage Holdings Inc. is expected to report earnings on May 7, 2025.
• For the fiscal year ending December 2025, the consensus EPS forecast has remained steady at $2.87.

Ownership Details:

• Institutional investors hold 58.4% of total shares.
• The top 10 investors control approximately 35.6% of outstanding shares.
• Retail investors represent 31.7% of total shareholding.

Financial Performance:

• Full-year revenue for 2024 was reported at $162.6 million, a 14% increase from 2023.
• The company projects 2025 revenue between $165 million and $175 million, with adjusted EBITDA expected to range from $20 million to $23 million.

Stock Forecast:

• Ncs Multistage Holdings Inc Stock (NCSM) is expected to reach an average price of $41.81 in 2025.
• The forecast includes a high prediction of $54.75 and a low estimate of $28.88.

The following table summarizes the key institutional investors and their ownership percentages:

Revenue Growth: NCS Multistage Holdings has demonstrated strong revenue growth, with a 14% increase in the last year and a 37% overall rise in revenue over the latest three-year period.