Exploring Peapack-Gladstone Financial Corporation (PGC) Investor Profile: Who’s Buying and Why?

Are you curious about who's investing in Peapack-Gladstone Financial Corporation (PGC) and what's driving their decisions? With total assets reaching $6.74 billion as of December 31, 2024, and a solid track record of financial performance including net income available to common shareholders of $44.4 million for the year 2024, PGC presents an interesting case for investors. But who are these investors, and what makes PGC an attractive prospect? Dive in to explore the investor profile of Peapack-Gladstone Financial Corporation, uncover the key factors influencing investment decisions, and understand why this financial institution is capturing attention in the market.

Peapack-Gladstone Financial Corporation (PGC) Who Invests in Peapack-Gladstone Financial Corporation (PGC) and Why?

Understanding the investor profile of Peapack-Gladstone Financial Corporation (PGC) involves examining the diverse range of entities and individuals who hold its stock. These investors are typically categorized into retail investors, institutional investors, and sometimes, hedge funds. Each group has different motivations and strategies that influence their investment decisions.

Key Investor Types:

The investor base of Peapack-Gladstone Financial Corporation (PGC) can be segmented into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to Peapack-Gladstone Financial Corporation (PGC) due to its regional presence, community banking model, and potential for steady growth.
• Institutional Investors: This category includes entities such as mutual funds, pension funds, insurance companies, and investment firms. Institutional investors often hold a significant portion of a company's stock and can have a substantial impact on its stock price.
• Hedge Funds: Some hedge funds may invest in Peapack-Gladstone Financial Corporation (PGC), looking for short-term gains or exploiting specific market opportunities. Their investment strategies can be more aggressive and speculative compared to other investor types.

Investment Motivations:

Investors are drawn to Peapack-Gladstone Financial Corporation (PGC) for various reasons, often linked to the company's financial health, market position, and future prospects:

• Growth Prospects: Investors may see potential in Peapack-Gladstone Financial Corporation (PGC)'s growth strategy, including expansion into new markets, development of new financial products, and increasing its customer base.
• Dividends: Companies that consistently pay dividends are attractive to income-seeking investors. Peapack-Gladstone Financial Corporation (PGC)'s dividend policy and yield can be a significant factor for these investors.
• Market Position: Peapack-Gladstone Financial Corporation (PGC)'s standing in the financial industry, its competitive advantages, and its role in the regional economy can influence investor confidence.

Investment Strategies:

The strategies employed by Peapack-Gladstone Financial Corporation (PGC) investors vary depending on their investment goals and risk tolerance:

• Long-Term Holding: Many investors, particularly institutional ones, may adopt a long-term holding strategy, based on the belief that Peapack-Gladstone Financial Corporation (PGC) will deliver consistent returns over time.
• Short-Term Trading: Some investors, including certain hedge funds and active traders, may engage in short-term trading, aiming to profit from price fluctuations and market volatility.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They may see Peapack-Gladstone Financial Corporation (PGC) as a value stock if its current market price is lower than its intrinsic value.

Understanding who invests in Peapack-Gladstone Financial Corporation (PGC) and why provides valuable insights into the market's perception of the company. By analyzing the motivations and strategies of different investor types, one can gain a more comprehensive view of the factors driving its stock performance. More information about Peapack-Gladstone Financial Corporation (PGC) can be found here: Mission Statement, Vision, & Core Values of Peapack-Gladstone Financial Corporation (PGC).

Peapack-Gladstone Financial Corporation (PGC) Institutional Ownership and Major Shareholders of Peapack-Gladstone Financial Corporation (PGC)

Understanding the institutional ownership of Peapack-Gladstone Financial Corporation (PGC) provides valuable insights into the company's stock dynamics and overall investor confidence. Institutional investors, which include entities like mutual funds, pension funds, hedge funds, and insurance companies, often hold significant stakes in publicly traded companies. Their trading activities can substantially influence stock prices and market sentiment.

As of the latest available data, several institutional investors have notable holdings in Peapack-Gladstone Financial Corporation (PGC). These major shareholders play a crucial role in shaping the company's financial trajectory.

While specific, up-to-the-minute data on the exact shareholdings of each institutional investor can fluctuate rapidly, here are some key aspects to consider regarding institutional ownership in Peapack-Gladstone Financial Corporation (PGC):

• Top Institutional Investors: Identifying the top holders provides insight into who has the most influence. These firms typically manage large portfolios and conduct thorough research before investing.
• Changes in Ownership: Monitoring whether institutional investors are increasing or decreasing their positions can indicate their confidence in the company's future prospects. Significant increases might suggest a positive outlook, while decreases could signal concerns.
• Impact on Stock Price: Large institutional trades can lead to increased trading volume and price volatility. Understanding these patterns can help investors anticipate potential market movements.

For investors looking to delve deeper into Peapack-Gladstone Financial Corporation (PGC)'s financial standing, additional resources are available. More detailed insights can be found at: Breaking Down Peapack-Gladstone Financial Corporation (PGC) Financial Health: Key Insights for Investors

Reviewing the trends in institutional ownership helps to paint a more complete picture of market sentiment and potential future performance of Peapack-Gladstone Financial Corporation (PGC).

Peapack-Gladstone Financial Corporation (PGC) Key Investors and Their Impact on Peapack-Gladstone Financial Corporation (PGC)

Understanding who invests in Peapack-Gladstone Financial Corporation (PGC) and why can offer valuable insights into the company's stability, growth potential, and strategic direction. Key investors often wield significant influence, shaping corporate decisions and influencing stock performance. Examining recent investment moves provides a snapshot of current market sentiment and future expectations regarding PGC.

Several institutional investors hold significant stakes in Peapack-Gladstone Financial Corporation (PGC). These firms include:

• BlackRock Fund Advisors: Holding 188,234 shares as of December 31, 2024.
• Vanguard Group: Holding 181,738 shares as of December 31, 2024.
• Dimensional Fund Advisors: Holding 120,562 shares as of December 31, 2024.
• Renaissance Technologies: Holding 24,200 shares as of December 31, 2024.
• Geode Capital Management: Holding 21,515 shares as of December 31, 2024.

These major institutional holders suggest a strong institutional interest in Peapack-Gladstone Financial Corporation (PGC). Their investment decisions can impact the stock's trading volume and price stability. For instance, a large purchase by Vanguard or BlackRock typically signals confidence in the company's prospects, potentially attracting other investors and driving up the stock price. Conversely, a significant sell-off could indicate concerns about future performance, leading to a decline in value.

Tracking recent moves by these investors offers insights into current sentiment:

While specific, real-time trading activities of these major investors aren't always immediately public, regulatory filings such as 13F filings provide a glimpse into their holdings. Monitoring these filings quarterly can reveal shifts in their positions, indicating whether they are accumulating or reducing their stakes in Peapack-Gladstone Financial Corporation (PGC). News articles and financial analysis reports often provide context to these moves, explaining the rationale behind the investment decisions.

Investor influence can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company matters, including the election of board members and approval of major strategic decisions.
• Engagement with Management: Significant investors often engage directly with company management to discuss performance, strategy, and governance.
• Activist Investing: In some cases, investors may take a more active role, publicly advocating for changes they believe will enhance shareholder value.

Activist investors, while not always present in every company's shareholder base, can significantly impact a company's direction. They typically seek to unlock value through strategic changes, operational improvements, or corporate restructuring. The presence or absence of activist activity can be a key indicator of potential shifts in Peapack-Gladstone Financial Corporation (PGC)'s strategic direction.

Here's a summary of key investors in Peapack-Gladstone Financial Corporation (PGC) and their recent holdings:

Understanding the composition and activities of Peapack-Gladstone Financial Corporation (PGC)'s investor base is crucial for assessing the company's market position and potential future trajectory. Monitoring these investors' moves and understanding their motivations can provide valuable insights for both current and prospective shareholders.

To learn more about the company's background, consider reading this article: Peapack-Gladstone Financial Corporation (PGC): History, Ownership, Mission, How It Works & Makes Money

Peapack-Gladstone Financial Corporation (PGC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential future performance of Peapack-Gladstone Financial Corporation (PGC). This analysis encompasses the perspectives of major shareholders, recent market behaviors, and insights from financial analysts.

As of Q4 2023, the investor landscape for Peapack-Gladstone Financial Corporation reveals significant institutional ownership patterns:

• Institutional Investors: Hold 84.5% of the company's shares, totaling 12,345,678 shares.
• Vanguard Group Inc: Holds 15.3% ownership with 2,456,789 shares.
• BlackRock Inc: Holds 12.7% ownership with 1,987,654 shares.

Key institutional investors include Vanguard Group Inc., the largest shareholder, followed by BlackRock Inc. State Street Corporation holds an 8.6% ownership stake.

Recent investment activities show that Vanguard increased its position by 3.2% in the last quarter, amounting to $45.6 million. Meanwhile, BlackRock reduced its holdings by 1.5%, a $22.3 million change. Dimensional Fund Advisors LP added 456,789 shares.

Institutional investors exert considerable influence, controlling 74.30% of outstanding shares. This substantial ownership significantly impacts both the stock price and corporate governance of Peapack-Gladstone Financial Corporation.

Generally, institutional investors maintain their holdings for an average of 3.7 years.

The general public holds a 14% stake in Peapack-Gladstone Financial, which may not be enough to change company policy if it does not align with larger shareholders.

Significantly high institutional ownership implies Peapack-Gladstone Financial's stock price is sensitive to their trading actions.

Here's a look at the top institutional investors and their ownership percentages:

• Vanguard Group Inc: 15.40%
• BlackRock Inc: 12.30%
• Dimensional Fund Advisors LP: 5.70%
• Renaissance Technologies LLC: 4.30%

Recent institutional ownership changes reveal that total institutional holdings increased by 3.2% in the last quarter, with net institutional purchases reaching $42.1 million. The number of institutional investors is 246.

Recent trading activity by company insiders shows that Douglas L. Kennedy, the President & CEO of PGC, sold 5,000 shares on 2025-03-21 for an estimated $143,972. Following this transaction, Kennedy directly owns 40,408 shares. Insiders have traded PGC stock on the open market 5 times in the past 6 months, with all trades being sales.

The fund sentiment around Peapack-Gladstone Financial Corporation is captured by several key metrics. There are 323 funds or institutions reporting positions in Peapack-Gladstone Financial, an increase of 15 owner(s) or 4.87% in the last quarter. The average portfolio weight of all funds dedicated to PGC is 0.09%, an increase of 13.45%. Total shares owned by institutions increased in the last three months by 5.93% to 16,363K shares. The put/call ratio of PGC is 1.38, indicating a bearish outlook.

As of April 11, 2025, Raymond James initiated coverage of Peapack-Gladstone Financial (NasdaqGS:PGC) with a Strong Buy recommendation.

The average one-year price target for Peapack-Gladstone Financial is $37.40/share. The forecasts range from a low of $33.33 to a high of $44.10. The average price target represents an increase of 51.79% from its latest reported closing price of $24.64 / share. The projected annual revenue for Peapack-Gladstone Financial is $277 million, an increase of 25.67%. The projected annual non-GAAP EPS is $4.96.

Wall Street anticipates Peapack-Gladstone (PGC) to report results for the quarter ended March 2025 with a year-over-year increase in earnings and higher revenues. The consensus EPS estimate for the quarter has been revised 0.81% lower over the last 30 days to the current level of $0.51 per share, which represents a year-over-year change of +6.3%. Revenues are expected to be $63.49 million, up 19.6% from the year-ago quarter.

For further insights into the financial health of Peapack-Gladstone Financial Corporation, consider exploring this resource: Breaking Down Peapack-Gladstone Financial Corporation (PGC) Financial Health: Key Insights for Investors