Exploring Peoples Bancorp Inc. (PEBO) Investor Profile: Who’s Buying and Why?

Have you ever wondered who really owns Peoples Bancorp Inc. (PEBO) and what drives their investment decisions? With institutional ownership at 59.3% and mutual fund ownership at 34.78%, a significant portion of the company is held by major players like BlackRock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc. But what does this mean for the average investor, and how does it impact the stock's stability and potential growth? Let's delve into the investor profile of PEBO, exploring who's buying, who's selling, and the factors influencing their strategies, especially considering the stock's price decline of 2.84% from April 11, 2024, to April 10, 2025, with the share price at $27.01.

Peoples Bancorp Inc. (PEBO) Who Invests in Peoples Bancorp Inc. and Why?

Understanding the investor profile of Peoples Bancorp Inc. (PEBO) provides valuable insights into the market's perception of the company and its future prospects. A diverse investor base can contribute to stock stability, while concentrated ownership may lead to higher volatility. Here's a breakdown of the key investor types, their motivations, and typical investment strategies regarding Peoples Bancorp Inc.

Key Investor Types:

The ownership structure of Peoples Bancorp Inc. (PEBO) includes a mix of:

• Institutional Investors: These entities, such as mutual funds, pension funds, and insurance companies, hold a significant portion of PEBO's shares. As of April 2025, institutional investors held approximately 76.05% of the company's shares, with 26,573,460 shares held.
• Retail Investors: Individual investors who buy and sell shares for their own accounts also form a part of PEBO's investor base.
• Insiders: Company executives and board members also own shares, with insider ownership around 3.34%.
• Public Companies: Other public companies may hold shares of Peoples Bancorp Inc.

Major institutional shareholders include:

• BlackRock, Inc.
• Dimensional Fund Advisors LP
• Vanguard Group Inc
• Franklin Resources Inc
• State Street Corp

Recent trading activity shows that 91 institutional investors increased their positions in Peoples Bancorp Inc., while 64 decreased their holdings in Q4 2024.

Here's a summary of recent significant moves by institutional investors:

Recent insider trading activity includes sales of shares by:

• DAVID F DIERKER: 9,500 shares for an estimated $332,597
• CAROL A SCHNEEBERGER: 5,000 shares for an estimated $162,995
• S CRAIG BEAM: 4,000 shares for an estimated $137,250
• MATTHEW EDGELL (Chief of Staff): 3,000 shares for an estimated $103,081

Investment Motivations:

Investors are attracted to Peoples Bancorp Inc. for several reasons:

• Financial Stability: Peoples Bancorp Inc. has a long-standing history, founded in 1902, reflecting financial stability and community impact. As of March 31, 2025, the company had $9.2 billion in total assets.
• Diversified Financial Services: PEBO offers a range of services including banking, trust and investment, insurance, and premium financing solutions.
• Dividend Payments: The company has a history of paying dividends. On April 21, 2025, a quarterly cash dividend of $0.41 per common share was declared, payable on May 19, 2025. This translates to an annualized yield of 5.89% based on the stock price of $27.85 on April 17, 2025.
• Growth Prospects: Analysts predict a potential increase in the stock price. The average 12-month price target is $38.00, representing a 37.23% increase from the last price of $27.69.
• Earnings Performance: PEBO has a track record of beating EPS estimates, outperforming its industry 75% of the time over the past year.

Investment Strategies:

Typical strategies seen among investors include:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, influenced by PEBO's stable financial performance and consistent dividend payouts.
• Value Investing: Some investors may be attracted to PEBO because it is trading at 60.3% below its estimated fair value.
• Dividend Reinvestment:PEBO offers a dividend reinvestment plan where shareholders can automatically reinvest their dividends to purchase additional shares.
• Bearish Outlook: Investors with a negative outlook may employ strategies such as buying put options, expecting the stock price to decline.

For further insights into Peoples Bancorp Inc.'s financial well-being, consider exploring: Breaking Down Peoples Bancorp Inc. (PEBO) Financial Health: Key Insights for Investors

Peoples Bancorp Inc. (PEBO) Institutional Ownership and Major Shareholders of Peoples Bancorp Inc. (PEBO)

Institutional ownership in Peoples Bancorp Inc. (PEBO) provides insights into the stock's stability and potential for growth. Large institutional investors often conduct thorough research before investing, indicating confidence in the company's fundamentals and future prospects.

As of the latest available data, the top institutional investors in Peoples Bancorp Inc. (PEBO) include:

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

These firms hold significant stakes in Peoples Bancorp Inc. (PEBO), reflecting their investment strategies and outlook on the company. Monitoring these holdings can provide valuable context for investors.

Changes in institutional ownership can signal shifts in sentiment towards Peoples Bancorp Inc. (PEBO). Increases in holdings may indicate growing confidence, while decreases could suggest concerns about the company's performance or industry trends. Recent ownership changes can be assessed by comparing current holdings against previous reports, offering a dynamic view of investor behavior.

The role of institutional investors in Peoples Bancorp Inc. (PEBO) is multifaceted:

• Price Stability: Large institutional holdings can reduce stock price volatility due to the size and long-term focus of these investments.
• Strategic Influence: Major shareholders may engage with company management on strategic decisions, influencing the direction of the company.
• Market Perception: Institutional ownership can enhance the company's credibility and attract further investment from both institutional and retail investors.

For further insights into the financial health of Peoples Bancorp Inc. (PEBO), see: Breaking Down Peoples Bancorp Inc. (PEBO) Financial Health: Key Insights for Investors

Peoples Bancorp Inc. (PEBO) Key Investors and Their Impact on Peoples Bancorp Inc. (PEBO)

Understanding the investor profile of Peoples Bancorp Inc. (PEBO) provides valuable insights into the company's stability, strategic direction, and potential for growth. Examining who holds significant stakes in PEBO, their investment strategies, and recent activities can help stakeholders gauge market sentiment and anticipate future movements.

While specific real-time data on all individual investors might fluctuate, focusing on institutional ownership provides a stable view of major players. As of the latest available data, institutional investors hold a significant percentage of Peoples Bancorp Inc. (PEBO)'s total outstanding shares. These entities typically include mutual funds, pension funds, hedge funds, and other investment firms.

Key institutional investors often include:

• Vanguard Group: Known for its passive investment strategies and substantial holdings across various sectors.
• BlackRock Fund Advisors: Another major asset manager with a diverse portfolio.
• Dimensional Fund Advisors LP: An investment firm that emphasizes a systematic, research-based approach.
• Other Investment Firms: Various other firms that hold significant positions in PEBO.

These institutional investors play a crucial role in shaping the market perception of Peoples Bancorp Inc. (PEBO). Their investment decisions can influence stock prices and overall market confidence. For instance, a large purchase by a well-regarded fund can signal positive prospects, attracting more investors, while a significant sell-off might raise concerns.

Investor influence extends to corporate governance. Major shareholders often have the power to:

• Vote on key decisions during shareholder meetings.
• Influence the election of board members.
• Bring attention to strategic or operational concerns.

Recent moves by notable investors, such as increasing or decreasing their positions, are closely watched by the market. For example, if a major fund significantly increases its stake, it could indicate a strong belief in the company's future performance. Conversely, a large reduction might suggest concerns about potential challenges or a shift in investment strategy.

Keeping track of these activities involves monitoring SEC filings (such as 13F filings), news reports, and financial analysis platforms. These sources provide information on:

• Changes in ownership percentages.
• Notable transactions.
• Statements made by activist investors (if applicable).

Here is a hypothetical example of institutional ownership in Peoples Bancorp Inc. (PEBO), presented in a table for illustrative purposes:

In conclusion, understanding the investor profile of Peoples Bancorp Inc. (PEBO) requires continuous monitoring and analysis of institutional ownership, their behaviors, and their potential impact on the company's strategic direction and stock performance. This knowledge is invaluable for making informed decisions about PEBO.

Learn more about Peoples Bancorp Inc. (PEBO) at: Peoples Bancorp Inc. (PEBO): History, Ownership, Mission, How It Works & Makes Money

Peoples Bancorp Inc. (PEBO) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for gauging the potential future performance of Peoples Bancorp Inc. (PEBO). Recent shifts in major shareholders' positions and overall market dynamics provide valuable insights into the stock's trajectory.

Investor sentiment toward Peoples Bancorp Inc. (PEBO) appears mixed, influenced by a variety of factors including company performance, broader economic trends, and specific investor strategies. Analyzing recent market reactions to changes in ownership helps to clarify this sentiment:

• Positive Sentiment: May arise from strong financial results, strategic acquisitions, or positive industry outlooks. Increased institutional ownership or insider buying can signal confidence in the company's prospects.
• Neutral Sentiment: Often reflects a wait-and-see approach, where investors are neither overly optimistic nor pessimistic. This can occur during periods of market uncertainty or when the company's performance is stable but lacks significant growth catalysts.
• Negative Sentiment: Can stem from disappointing earnings, regulatory challenges, or broader economic downturns. Increased short selling or insider selling may indicate concerns about the company's future.

The stock market's response to changes in ownership or large investor moves can be a telling sign. For instance, a significant purchase by a well-known investment firm might lead to a short-term price increase, reflecting increased confidence in Peoples Bancorp Inc. (PEBO). Conversely, a large sell-off by a major shareholder could trigger a price decline, as investors interpret this as a lack of faith in the company's prospects.

Analyst perspectives play a vital role in shaping investor sentiment. Analysts provide in-depth research and recommendations, influencing how key investors view Peoples Bancorp Inc. (PEBO)'s future. These insights often consider factors such as:

• Growth Potential: Analysts assess the company's ability to expand its market share and increase revenue.
• Profitability: Evaluating profit margins and cost management strategies.
• Risk Factors: Identifying potential challenges such as regulatory changes or competitive pressures.
• Valuation: Determining whether the stock is overvalued or undervalued based on its fundamentals.

Here’s a hypothetical example of how different investor activities might impact Peoples Bancorp Inc. (PEBO):

Understanding these dynamics allows investors to make more informed decisions about Peoples Bancorp Inc. (PEBO). Keeping abreast of major shareholder activities, market reactions, and analyst perspectives is essential for navigating the complexities of the stock market.

Further insights into the company's financial health can be found here: Breaking Down Peoples Bancorp Inc. (PEBO) Financial Health: Key Insights for Investors