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

Have you ever wondered who the major players are behind Insperity, Inc. (NSP), and what their investment decisions might signal? As of December 31, 2024, institutional investors held a significant portion of Insperity's stock, with the top holders including Mawer Investment Management Ltd. holding 5.22M shares (13.87% ownership, valued at $411,827,932), Blackrock Inc. with 5.17M shares (13.75% ownership, valued at $408,279,476), and Vanguard Group Inc holding 4.01M shares (10.65% ownership, valued at $316,377,803). Understanding the profiles and motivations of these investors can provide valuable insights into the company's stability and future prospects, especially considering Insperity's 2024 revenue of $6.58 billion and earnings of $91.00 million. Let's delve into who is investing in Insperity and, more importantly, why.

Insperity, Inc. (NSP) Who Invests in Insperity, Inc. and Why?

Understanding the investor profile of Insperity, Inc. (NSP) involves examining the various types of investors, their motivations, and the strategies they employ. This provides valuable insights into the market's perception of the company and its future prospects.

Key Investor Types: The ownership structure of Insperity (NSP) stock comprises a mix of institutional, retail, and individual investors.

• Institutional Investors: These include entities such as mutual funds, hedge funds, insurance companies, and pension funds. As of Q4 2023, institutional investors held a significant portion of Insperity, Inc. shares, accounting for approximately 87.4%.
• Mutual Funds: Several mutual funds hold Insperity shares, including Managed Portfolio Series, DFA Investment Dimensions Group Inc., BlackRock Funds and TIAA-CREF Funds.
• Hedge Funds: While specific hedge fund holdings can fluctuate, some hedge funds have shown interest in Insperity, with activities including both acquiring new positions and reducing stakes. For example, Norges Bank and ExodusPoint Capital Management LP acquired new positions in Q4, while American Century Companies Inc. sold shares.
• ETFs: Exchange Traded Funds also hold a portion of Insperity's stock. As of April 2025, ETFs hold 33.03% of the company's stock.
• Retail and Individual Investors: These investors include the general public who buy shares for their personal accounts. Together with public companies, they hold approximately 8.56% of Insperity's stock.
• Insiders: These are the company's executives and board members. Insider ownership stands at 5.30% of total shares. Major individual shareholders include Paul G. Sarvadi (Chairman/CEO).

Here is a table representing the top shareholders:

Investment Motivations: Several factors attract investors to Insperity, Inc.

• Growth Prospects: Analysts estimate earnings should grow by 10% each year over the next three years.
• Market Position: Insperity is a leading provider of human resources and business performance solutions, serving approximately 204,000 clients, with a focus on small to medium-sized businesses across various industry sectors.
• Return to Shareholders: Insperity demonstrates commitment to returning value to shareholders. In 2024, the company returned $152 million to shareholders through share repurchases ($63 million) and dividends ($89 million).
• Strategic Investments: Investments in strategic partnerships, such as with Workday, are seen as calculated bets on future growth, positioning Insperity for potential market share expansion.
• Dividend Yield: Insperity has a dividend yield of 2.82% as of April 14, 2025, with a last dividend of $0.60 USD per share. The company's dividends are paid quarterly.

Investment Strategies: Investors in Insperity may adopt various strategies based on their investment goals and risk tolerance.

• Long-Term Holding: Some institutional investors, such as Vanguard and BlackRock, typically adopt a long-term holding strategy, focusing on the company's sustained growth and market leadership.
• Value Investing: Some investors may find Insperity undervalued based on its price-to-earnings ratio compared to the industry average.
• Dividend Investing: Given Insperity's history of paying dividends, some investors may focus on the stock for its income-generating potential. The company has a dividend of $2.4 per share.

For insights into Insperity's financial health, consider reading Breaking Down Insperity, Inc. (NSP) Financial Health: Key Insights for Investors.

Insperity, Inc. (NSP) Institutional Ownership and Major Shareholders of Insperity, Inc. (NSP)

Institutional investors and major shareholders play a significant role in shaping the financial landscape of Insperity, Inc. (NSP). These entities, through their investment decisions, can influence the company's stock price, strategic direction, and overall market perception. Examining their holdings and recent trading activity provides valuable insights into the confidence and expectations surrounding Insperity's future performance. The subsequent sections will delve into the specifics of Insperity's institutional ownership, recent changes in these holdings, and the potential impact of these large investors on the company.

As of March 31, 2024, a notable portion of Insperity, Inc. (NSP) is held by institutional investors. Here's a list of the top institutional investors and their respective shareholdings:

• BlackRock Fund Advisors: Holding 1,879,586 shares
• The Vanguard Group, Inc.: Holding 1,793,905 shares
• Dimensional Fund Advisors LP: Holding 822,732 shares
• State Street Global Advisors, Inc.: Holding 768,197 shares
• Victory Capital Management Inc.: Holding 571,498 shares
• Geode Capital Management LLC: Holding 257,153 shares
• Charles Schwab Investment Management Inc.: Holding 243,557 shares
• Northern Trust Investments, Inc.: Holding 233,743 shares
• Norges Bank Investment Management: Holding 222,708 shares
• Bank of New York Mellon Corp.: Holding 197,019 shares

Recent changes in ownership among institutional investors can signal shifts in sentiment towards Insperity, Inc. (NSP). Monitoring these changes is crucial for understanding the evolving dynamics of investor confidence and potential impacts on the stock. Here's a summary of notable changes in institutional investor positions:

• Increase in holdings: Some institutional investors have increased their positions, indicating a bullish outlook on Insperity. For example, Victory Capital Management increased their holdings by 28,938 shares in the first quarter of 2024, reflecting a 5.33% increase.
• Decrease in holdings: Conversely, other institutions have reduced their stakes, suggesting a more cautious or bearish perspective. Allspring Global Investments Holdings, LLC decreased their holdings by 54,457 shares in the fourth quarter of 2023, representing a 24.1% decrease.

The activity of large institutional investors can have a substantial impact on Insperity, Inc. (NSP)’s stock price and overall strategy. Their trading volumes can create upward or downward pressure on the stock, influencing market sentiment. Additionally, these investors often engage with company management, providing input on strategic decisions and corporate governance. Their influence can lead to shifts in company policy, investment strategies, and long-term goals.

For further insights into Insperity, Inc. (NSP)'s financial health, you might find this resource useful: Breaking Down Insperity, Inc. (NSP) Financial Health: Key Insights for Investors

Here is a detailed table that summarizes recent transactions by major Insperity, Inc. (NSP) shareholders:

Insperity, Inc. (NSP) Key Investors and Their Impact on Insperity, Inc. (NSP)

Institutional investors hold a significant portion of Insperity, Inc. (NSP). According to recent data, institutional investors own a substantial percentage of Insperity's shares, indicating strong confidence from major financial entities. As of April 2025, 645 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 44,215,479 shares.

Here's a breakdown of some notable investors and their holdings:

• Mawer Investment Management Ltd.: Holds 5.22 million shares, representing 13.87% of the outstanding shares, valued at $411.83 million as of December 31, 2024.
• BlackRock, Inc.: Holds 5.17 million shares, accounting for 13.75%, with a value of $408.28 million as of December 31, 2024.
• Vanguard Group Inc.: Owns 4.01 million shares, representing 10.65% of the company, valued at $316.38 million as of December 31, 2024.

Other significant institutional holders include Reinhart Partners, LLC, State Street Corporation, and Charles Schwab Investment Management, Inc.

These major shareholders can significantly influence company decisions and stock movements. Substantial stakes enable them to engage with management on strategic issues, potentially impacting company policy and direction. Their trading activity can also affect Insperity's stock price, as large purchases can drive prices up, while significant sales can exert downward pressure.

Recent trading activities by institutional investors present mixed signals. For example:

• Vanguard Group Inc. increased its stake by 4.4% in the fourth quarter, acquiring an additional 167,560 shares.
• UMB Bank n.a. raised its stake in Insperity by 45.9% during the 4th quarter.
• Conversely, American Century Companies Inc. sold 2,151 shares, possibly indicating a reduction in their stake.

These actions reflect differing perspectives on Insperity's future prospects, with some investors increasing their positions while others reduce theirs.

Activist investors can also play a role in Insperity's strategic direction. While there's no recent activist activity, in the past, Starboard Value LP held a significant stake in Insperity. In 2016, Starboard Value LP owned nearly 3.34 million shares, accounting for 15.7% of the company's outstanding common stock.

Here's a summary of Insperity, Inc. (NSP) major holders:

Insperity's stock is influenced by institutional ownership. Understanding the moves and motivations of these major players is crucial for investors. For more insights into Insperity's financial standing, consider reading Breaking Down Insperity, Inc. (NSP) Financial Health: Key Insights for Investors.

Insperity, Inc. (NSP) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Insperity, Inc. (NSP) is crucial for assessing the company's stock performance and future outlook. Examining the moves of major shareholders, analysts' perspectives, and overall market behavior provides a comprehensive view of investor confidence and potential impacts on the company.

Recent market reactions to Insperity, Inc. (NSP) have been influenced by various factors, including changes in ownership and significant investor activity. Monitoring these reactions helps to gauge the market's short-term sentiment. For example, a notable increase in institutional ownership might signal positive expectations, while a large sell-off could indicate concerns about the company's performance or future prospects.

Here's a look at how the market generally responds to such changes:

• Positive Market Reaction: Increased institutional buying often leads to a rise in stock price as it signals confidence in the company's future.
• Negative Market Reaction: Large sell-offs or decreased institutional holdings can result in a stock price decline due to lowered investor confidence.
• Neutral Market Reaction: Gradual changes or mixed investor signals may result in the stock price remaining relatively stable.

Analyst perspectives play a significant role in shaping investor sentiment toward Insperity, Inc. (NSP). Analysts offer insights based on their research and analysis, which can influence investment decisions. These insights typically cover aspects like financial performance, growth opportunities, and competitive positioning. For example, analysts at firms like Raymond James and Truist Financial have issued ratings and price targets for Insperity, providing guidance to investors. These ratings range from 'Outperform' to 'Hold,' reflecting different views on the stock's potential. According to TipRanks, the average price target for Insperity is $154.67, indicating a potential upside.

Examining major shareholders' current sentiment toward Insperity, Inc. (NSP) offers valuable insights into the long-term confidence in the company. Significant institutional investors often hold large stakes in the company, and their actions can significantly impact stock price and stability. As of December 31, 2024, Vanguard Group Inc. holds the largest number of shares at 2,535,328. Other major holders include BlackRock and State Street Corporation. Recent changes in their holdings can indicate shifts in sentiment:

Here is a summary of Insperity, Inc. (NSP)'s key shareholders:

Institutional ownership trends can further illuminate investor sentiment. An increase in institutional ownership generally suggests a positive outlook, while a decrease may signal concerns. Monitoring these trends can provide a broader understanding of market confidence in Insperity's future.

To gain more insights into Insperity, Inc. (NSP)'s financial well-being, consider exploring: Breaking Down Insperity, Inc. (NSP) Financial Health: Key Insights for Investors