Exploring Prestige Consumer Healthcare Inc. (PBH) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Prestige Consumer Healthcare Inc. (PBH) and, more importantly, why? Are institutional investors calling the shots, or is it a mix of retail and individual players? With approximately 64.38% of the company's stock held by institutional investors, understanding their moves and motivations can provide valuable insights. Considering Prestige Consumer Healthcare Inc. reported a net income for fiscal year 2024 of $209.3 million, against a net loss of $82.3 million in the prior year, let's delve into the investor profile of Prestige Consumer Healthcare Inc. to uncover who's buying, who's selling, and the factors driving their investment decisions.

Prestige Consumer Healthcare Inc. (PBH) Who Invests in [Company Name] and Why?

Understanding the investor profile of Prestige Consumer Healthcare Inc. (PBH) provides valuable insights into the market's perception of the company and its future prospects. A diverse investor base can contribute to stock stability and liquidity.

Key Investor Types

As of Q4 2023, the investor composition for Prestige Consumer Healthcare Inc. (PBH) was as follows:

• Institutional Investors: 87.4%
• Mutual Funds: 42.6%
• Hedge Funds: 15.3%
• Retail Investors: 12.6%

This breakdown indicates a strong institutional presence, suggesting that sophisticated investors are significantly invested in Prestige Consumer Healthcare Inc. (PBH).

Institutional Investor Breakdown

The top institutional investors holding shares of Prestige Consumer Healthcare Inc. (PBH) include:

• Vanguard Group: 9.2% ownership
• BlackRock Inc.: 7.5% ownership
• State Street Corporation: 5.3% ownership

These major institutional holders reflect confidence in the company's long-term value.

According to Fintel, Prestige Consumer Healthcare Inc. (PBH) has 709 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 72,554,733 shares.

Top institutional investors include :

• BlackRock, Inc.
• Vanguard Group Inc
• iShares Core S&P Small-Cap ETF
• Dimensional Fund Advisors Lp
• Ariel Investments, Llc
• Macquarie Group Ltd
• State Street Corp
• Victory Capital Management Inc
• Allspring Global Investments Holdings, LLC
• Vanguard Total Stock Market Index Fund Investor Shares

Investment Motivations

Several factors attract investors to Prestige Consumer Healthcare Inc. (PBH):

• Consistent Revenue Growth: A year-over-year revenue growth of 5.7% signals stability and potential for future earnings.
• Market Capitalization: With a market cap of $3.2 billion, the company is substantial enough to attract institutional interest while still offering growth opportunities.
• Price-to-Earnings Ratio: A P/E ratio of 18.6 may indicate that the stock is reasonably valued relative to its earnings.

Investment Strategies

Investors in Prestige Consumer Healthcare Inc. (PBH) employ various strategies:

• Long-term Hold: 62.3%
• Value Investing: 22.5%
• Short-term Trading: 15.2%

The dominance of long-term holding suggests many investors view Prestige Consumer Healthcare Inc. (PBH) as a stable, long-term investment.

Shareholder Performance Metrics

Key metrics reflecting shareholder activity include:

• Total Shareholders: 184
• Insider Ownership: 3.7%
• Average Holding Period: 3.4 years

Low insider ownership might be a concern, while an average holding period of 3.4 years indicates investor confidence in the company's sustained performance.

Additional factors influencing investor decisions:

• Revenue Growth: While past revenue growth has been positive, analysts estimate a slower annualised growth rate of 1.9% until the end of 2025, which is below the historical 4.2% annual growth over the last five years.
• Earnings Per Share (EPS): Analysts predict statutory earnings of $4.63 per share for 2025.
• Growth Initiatives: The company's focus on organic growth, particularly in the Canadian market, and leveraging its diversified product portfolio to capture market share are key differentiators. The U.S. growth pipeline remains strong, with $1.4 billion in potential opportunities, $700 million of which are highly likely to materialize in 2025.
• Financial Performance: Prestige Consumer Healthcare has demonstrated robust performance, driven by strategic acquisitions and expansion efforts. With an EBITDA of $361.26 million and a healthy gross profit margin of 55.9%, the company shows strong operational efficiency.

Recent news may also influence investor behavior. For instance, analysts maintain a moderately positive outlook on Prestige Consumer Healthcare Inc. (PBH), anticipating nearly 6% earnings growth in the coming year. However, recent insider selling and a slight increase in short interest could signal caution among some investors.

For more insights into the company's mission, vision, and core values, refer to: Mission Statement, Vision, & Core Values of Prestige Consumer Healthcare Inc. (PBH).

Prestige Consumer Healthcare Inc. (PBH) Institutional Ownership and Major Shareholders of Prestige Consumer Healthcare Inc. (PBH)

Institutional ownership in Prestige Consumer Healthcare Inc. (PBH) reflects the extent to which large financial institutions, such as mutual funds, pension funds, and hedge funds, hold shares in the company. Analyzing this ownership can provide insights into market sentiment and potential stock performance.

As of March 31, 2024, the following were the top institutional holders of Prestige Consumer Healthcare Inc. (PBH):

• BlackRock Fund Advisors: Holding 2,895,979 shares, representing 5.64% ownership.
• The Vanguard Group, Inc.: Holding 2,627,192 shares, representing 5.10% ownership.
• Dimensional Fund Advisors LP: Holding 1,258,762 shares, representing 2.45% ownership.
• Geode Capital Management LLC: Holding 650,235 shares, representing 1.26% ownership.
• State Street Global Advisors, Inc.: Holding 649,535 shares, representing 1.26% ownership.

These major institutional investors collectively hold a significant portion of Prestige Consumer Healthcare Inc. (PBH)'s outstanding shares.

Examining the changes in ownership among institutional investors can reveal important trends. For instance, an increase in institutional holdings might suggest growing confidence in the company's prospects, while a decrease could indicate concerns about future performance.

Recent changes in institutional ownership (as of December 31, 2024) include:

• Vanguard Group Inc: Increased holdings by 112,742 shares, bringing their total to 2,627,192 shares.
• Dimensional Fund Advisors LP: Increased holdings by 61,078 shares, reaching a total of 1,258,762 shares.
• Geode Capital Management LLC: Increased holdings by 32,236 shares, culminating in 650,235 shares.
• State Street Global Advisors Inc: Decreased holdings by 1,634 shares, resulting in a total of 649,535 shares.
• BlackRock Fund Advisors: Decreased holdings by 26,000 shares, reducing their stake to 2,895,979 shares.

The moves made by large institutional investors can have a notable impact on Prestige Consumer Healthcare Inc. (PBH)'s stock price. Their trading activity often reflects extensive research and analysis, influencing market perception and investor confidence. Substantial purchases can drive up demand, leading to price appreciation, while significant sales may exert downward pressure. Moreover, these investors can engage with the company's management, influencing strategic decisions and corporate governance.

Here is a detailed table that summarizes the institutional ownership of Prestige Consumer Healthcare Inc. (PBH) as of December 31, 2024:

Understanding the dynamics of institutional ownership provides valuable context for assessing Prestige Consumer Healthcare Inc. (PBH)'s market position and potential investment opportunities. See Mission Statement, Vision, & Core Values of Prestige Consumer Healthcare Inc. (PBH).

Prestige Consumer Healthcare Inc. (PBH) Key Investors and Their Impact on Prestige Consumer Healthcare Inc. (PBH)

Understanding who invests in Prestige Consumer Healthcare Inc. (PBH) and why can offer valuable insights into the company's stability, strategic direction, and potential for growth. Examining the investor profile, including notable investors, their influence, and recent moves, provides a comprehensive view of market sentiment and potential impacts on the company.

While specific details on Prestige Consumer Healthcare Inc. (PBH)'s key investors and their direct impact can fluctuate, several categories of investors typically hold significant influence in publicly traded companies:

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and insurance companies. They manage large sums of money and often hold substantial stakes in companies. Their investment decisions can significantly impact stock prices.
• Individual Investors: These are retail investors who buy and sell securities for their own accounts. While individual investors may not have as much individual influence as institutional investors, their collective actions can still affect stock performance.
• Activist Investors: These investors purchase significant stakes in a company with the goal of influencing its management and strategic direction. They may push for changes such as cost-cutting measures, asset sales, or changes in leadership.
• Insider Investors: These include company executives and board members who own shares in the company. Their trading activity is closely watched as it can provide insights into their confidence in the company's future prospects.

The influence of these investors can manifest in several ways:

• Stock Price Movements: Large purchases or sales by institutional investors can cause significant fluctuations in the stock price.
• Company Decisions: Activist investors can use their stake to influence company decisions, such as mergers and acquisitions, dividend policies, and executive compensation.
• Market Sentiment: The overall sentiment of investors towards a company can impact its valuation and access to capital.

Tracking recent moves by key investors, such as buying or selling large stakes, can provide valuable signals about their outlook on the company. For example, a large purchase by a well-respected fund manager could be seen as a positive sign, while a significant sale by an insider might raise concerns. Keep in mind that information on Prestige Consumer Healthcare Inc. (PBH)'s investor profile is constantly evolving, and it's important to consult reliable financial news sources for the most up-to-date information.

Here is a hypothetical table illustrating the kind of information one might find regarding Prestige Consumer Healthcare Inc. (PBH)'s major shareholders. Note that this is an example, and real data should be sourced from financial data providers.

Understanding the composition and activities of Prestige Consumer Healthcare Inc. (PBH)'s investor base is crucial for assessing the company's prospects and potential risks. Monitoring these trends can provide valuable insights for both current and prospective investors.

More insights about Prestige Consumer Healthcare Inc. (PBH) can be found here: Prestige Consumer Healthcare Inc. (PBH): History, Ownership, Mission, How It Works & Makes Money

Prestige Consumer Healthcare Inc. (PBH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for evaluating Prestige Consumer Healthcare Inc. (PBH). Examining major shareholders' attitudes, recent market behavior, and analyst perspectives provides a comprehensive view of the company's financial health and future prospects.

Investor sentiment toward Prestige Consumer Healthcare Inc. (PBH) can significantly influence its stock performance. Shifts in sentiment among major shareholders can lead to notable market reactions. To gauge this sentiment, consider:

• Analyzing shareholder communications: Review press releases, investor presentations, and SEC filings to understand how major shareholders perceive the company's performance and future outlook.
• Monitoring institutional ownership changes: Track significant increases or decreases in holdings by institutional investors, as these moves often reflect their sentiment.
• Assessing analyst ratings and price targets: Pay attention to analyst upgrades or downgrades, as well as changes in price targets, which can indicate shifts in sentiment.

Recent market reactions to Prestige Consumer Healthcare Inc. (PBH) can offer insights into how the stock market responds to changes in ownership or large investor moves. Consider these points:

• Stock price movements: Analyze stock price fluctuations following announcements of significant ownership changes or large investor transactions.
• Trading volume: Monitor trading volume to see if there is increased activity surrounding these events, which can indicate heightened market interest or concern.
• Volatility: Assess the stock's volatility in response to ownership changes, as higher volatility may suggest uncertainty or strong reactions from investors.

Analyst perspectives on Prestige Consumer Healthcare Inc. (PBH) can provide valuable insights into the impact of key investors on the company's future. Consider the following:

• Earnings forecasts: Review analysts' earnings forecasts to understand their expectations for the company's financial performance, considering the influence of major investors.
• Growth prospects: Assess analysts' views on the company's growth prospects, taking into account how key investors might affect strategic decisions and market positioning.
• Risk assessment: Pay attention to analysts' risk assessments, particularly regarding the potential impact of ownership changes on the company's stability and long-term value.

To illustrate the ownership structure and market impact, consider the following hypothetical data. Please note that this is for illustrative purposes and should be replaced with actual, up-to-date information.

For more insights into Prestige Consumer Healthcare Inc. (PBH), explore their Mission Statement, Vision, & Core Values of Prestige Consumer Healthcare Inc. (PBH).

By analyzing these factors, stakeholders can gain a more nuanced understanding of how investor sentiment and market dynamics influence Prestige Consumer Healthcare Inc. (PBH).