Exploring Richardson Electronics, Ltd. (RELL) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Richardson Electronics, Ltd. (RELL) and what their reasons are? As of April 22, 2025, RELL's market cap stands at $119.47 million. Institutional investors hold a significant stake, accounting for 72.04% of the shares, with 125 institutions holding shares. Let's delve into the details of RELL's investor profile, exploring major shareholders and recent trading activities to understand the dynamics shaping investor sentiment.

Richardson Electronics, Ltd. (RELL) Who Invests in [Company Name] and Why?

Understanding the investor profile of Richardson Electronics, Ltd. (RELL) provides valuable insights into the company's stock dynamics and market perception. A diverse range of investors, from retail to institutional, are drawn to RELL for various reasons, influencing its investment strategies and overall market behavior. Here's a detailed look at who's investing in Richardson Electronics, Ltd. and the motivations behind their investment decisions. You can also read about Richardson Electronics' background in this article: Richardson Electronics, Ltd. (RELL): History, Ownership, Mission, How It Works & Makes Money.

Key Investor Types:

The investor base of Richardson Electronics, Ltd. comprises a mix of retail investors, institutional investors, and insiders.

• Institutional Investors: These entities hold a significant portion of RELL's shares. As of April 2025, institutional investors own approximately 61% of the company. Major institutional shareholders include:
  • Royce & Associates LP
  • Dimensional Fund Advisors LP
  • Vanguard Group Inc
  • BlackRock, Inc.
  • Renaissance Technologies LLC
  • First Wilshire Securities Management Inc
• Retail Investors: The general public, including retail investors, holds a notable stake in Richardson Electronics, Ltd., owning about 22% of the company's shares. This level of ownership means that the preferences and sentiments of retail investors can influence the stock's performance.
• Hedge Funds: Hedge funds have a limited presence in Richardson Electronics, Ltd. stock.
• Insiders: Insiders, including board members and executives, also hold a portion of the company's shares. As of the most recent filings, insider ownership represents approximately 22.4% of the total shares. Recent insider trading activity shows a mix of buying and selling. For example, James Benham purchased 5,000 shares for an estimated $66,630, while Robert J. Ben (CFO, CAO, Corporate Secretary) sold 2,500 shares for an estimated $33,192 over the last 6 months.

Investment Motivations:

Several factors attract investors to Richardson Electronics, Ltd., including growth prospects, dividend payouts, and strategic market positioning.

• Growth Prospects: Investors are drawn to Richardson Electronics, Ltd.'s strategic focus on high-growth segments such as Green Energy Solutions (GES) and its diversification efforts to offset challenges in the semiconductor market. The company's near-term strategies focus on improving gross margin, controlling expenses, and managing inventory, while its long-term strategy is centered on diversifying sales to higher-margin opportunities.
• Dividend Income: Richardson Electronics, Ltd. has a history of paying dividends, making it attractive to income-seeking investors. The annualized dividend is $0.24, with a dividend yield of approximately 2.9%. The Board of Directors declared a dividend of $0.06 per share for the third quarter of fiscal year 2025, payable on May 28, 2025, to shareholders on record as of May 9, 2025.
• Market Position: As a global provider of engineered solutions, power grid and microwave tubes, and related consumables, Richardson Electronics, Ltd. holds a significant position in the technology sector. The company's strategic transactions, such as the sale of a majority of Richardson Healthcare to DirectMed Imaging, are aimed at simplifying the business, improving the financial model, and prioritizing profitable opportunities in higher-growth markets.
• Valuation: Some investors may find Richardson Electronics, Ltd.'s valuation metrics appealing. Not all data is available for 2024, but in 2023 it had a price-to-earnings ratio of 12.3.

Investment Strategies:

Investors in Richardson Electronics, Ltd. employ various strategies, depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as Vanguard Group and Dimensional Fund Advisors, adopt a long-term holding strategy, reflecting confidence in the company's sustained growth and market position.
• Value Investing: Value investors may be attracted to Richardson Electronics, Ltd.'s stock, particularly if they perceive it as undervalued based on its assets, earnings, and growth potential.
• Dividend Investing: Given Richardson Electronics, Ltd.'s history of dividend payments, some investors may focus on the stock as a source of steady income.
• Short-Term Trading: Some investors, including hedge funds and individual traders, may engage in short-term trading strategies to capitalize on price fluctuations and market volatility.

Institutional Investor Activity:

Recent institutional investor activity reveals shifts in positions, with some institutions increasing their stakes while others reduced theirs during Q4 2024.

Richardson Electronics' stock price has experienced volatility. For example, as of April 18, 2025, the stock showed a downside 52-week volatility of 9.88% and an upside of 45.84%. Over the past year, Richardson Electronics, Ltd. has shown a -19.41% decrease. As of April 21, 2025, the company has 442 employees.

Richardson Electronics, Ltd. (RELL) Institutional Ownership and Major Shareholders of Richardson Electronics, Ltd. (RELL)

Institutional ownership in Richardson Electronics, Ltd. (RELL) provides insights into the stability and investor confidence in the company. Major institutional investors often have significant influence on a company's stock price and strategic direction.

As of December 31, 2024, the top institutional holders of Richardson Electronics, Ltd. (RELL) include:

• Renaissance Technologies LLC: Holding 307,285 shares, representing 1.99% of the company.
• Dimensional Fund Advisors LP: Holding 294,837 shares, representing 1.90% of the company.
• BlackRock Fund Advisors: Holding 283,787 shares, representing 1.83% of the company.
• Mill Road Capital Management LLC: Holding 275,704 shares, representing 1.78% of the company.
• Vanguard Index Funds: Holding 236,718 shares, representing 1.53% of the company.

These institutional investors collectively hold a notable percentage of Richardson Electronics, Ltd. (RELL), reflecting their investment decisions and expectations regarding the company's future performance.

Here's a more detailed look at the institutional ownership of Richardson Electronics, Ltd. (RELL):

Changes in institutional ownership can signal shifts in sentiment. For example, significant increases in holdings may indicate a positive outlook, while decreases could suggest concerns about the company's prospects. Recent data on Richardson Electronics, Ltd. (RELL) shows some fluctuation in institutional ownership, reflecting ongoing evaluations and adjustments by these major investors.

Institutional investors play a crucial role in Richardson Electronics, Ltd. (RELL)'s stock price and overall strategy. Their large trading volumes can influence stock price volatility, and their perspectives often shape market perceptions of the company. Additionally, engagement between institutional investors and company management can drive strategic decisions and governance practices.

To gain further insights into Richardson Electronics, Ltd. (RELL)'s financial standing, explore Breaking Down Richardson Electronics, Ltd. (RELL) Financial Health: Key Insights for Investors.

Richardson Electronics, Ltd. (RELL) Key Investors and Their Impact on Richardson Electronics, Ltd. (RELL)

Institutional investors significantly influence Richardson Electronics, Ltd. (RELL), holding approximately 61.34% of the company's shares. As of recent filings, 218 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), possessing a total of 11,203,657 shares.

Here's a detailed look at some of the key investors and their recent activities:

• Royce & Associates LP: Holds 1,248,276 shares, representing about 8.66% ownership, valued at approximately $12.15 million. In Q4 2024, they added 119,685 shares, an increase of 10.6%.
• DDD Partners, LLC: Owns 1,161,625 shares, which accounts for 8.06% of the company, with a value of $11.30 million. Their holdings decreased by 11,789 shares in Q4 2024.
• BlackRock, Inc.: Holds 920,831 shares, or 6.39%, valued at $8.96 million. They increased their position by 30,169 shares in Q4 2024.
• Dimensional Fund Advisors LP: Possesses 910,085 shares, representing 6.32% ownership, worth $8.86 million. Their holdings decreased by 9,766 shares in Q4 2024.
• Vanguard Group Inc: Owns 686,204 shares, amounting to 4.76% of the company, valued at $6.68 million. They increased their position by 71,456 shares in Q4 2024.
• First Wilshire Securities Management Inc: Holds 521,465 shares, representing 3.62% ownership, valued at $5.07 million. They significantly increased their holdings by 140,653 shares in Q4 2024, a 36.9% increase.
• Azarias Capital Management, L.P.: Owns 446,496 shares, accounting for 3.10% of the company, valued at $4.34 million. Their holdings increased by 16,843 shares in Q4 2024.
• Renaissance Technologies Llc: Holds 384,477 shares, representing 2.67% ownership, valued at $3.74 million. They decreased their holdings by 14,500 shares in Q4 2024.
• Geode Capital Management, Llc: Owns 293,446 shares, accounting for 2.04% of the company, valued at $2.86 million. Their holdings increased by 2,841 shares in Q4 2024.
• State Street Corp: Holds 230,663 shares, representing 1.60% ownership, valued at $2.24 million. They increased their holdings by 5,100 shares in Q4 2024.

Recent trading activity by other institutional investors includes:

• Forest Hill Capital, LLC: Decreased their position by 34,072 shares (-34.8%) in Q4 2024, with an estimated value of $478,030.
• Bank of New York Mellon Corp: Reduced their holdings by 31,353 shares (-26.4%) in Q4 2024, with an estimated value of $439,882.
• O'Shaughnessy Asset Management, LLC: Increased their stake by 22,217 shares in Q4 2024, with an estimated value of $311,704.

Insiders at Richardson Electronics, Ltd. (RELL) have also been active in trading the company’s stock. Over the last six months:

• James Benham: Purchased 5,000 shares for an estimated $66,630 through two separate transactions.
• Paul J Plante: Bought 3,823 shares for approximately $50,960.
• Robert J Ben (CFO, CAO, Corporate Secretary): Sold 2,500 shares for an estimated $33,192.
• Kenneth Halverson: Purchased 2,000 shares for about $26,038.

These institutional and insider activities can significantly impact the company's stock movements. Institutional investors, in particular, can influence corporate governance by exercising voting rights proportional to their investment. Recent shifts in holdings, as shown by the buying and selling activities of major firms, reflect their evolving perspectives on Richardson Electronics, Ltd. (RELL)'s prospects and strategic direction.

For additional insights into the company's vision and strategic focus, you can explore Mission Statement, Vision, & Core Values of Richardson Electronics, Ltd. (RELL).

The company announced a dividend of $0.06 per share for the third quarter of fiscal year 2025, payable on May 28, 2025, to shareholders on record as of May 9, 2025. The decision to declare and pay dividends remains at the discretion of the Board of Directors.

Richardson Electronics, Ltd. (RELL) Market Impact and Investor Sentiment

Understanding investor sentiment in Richardson Electronics, Ltd. (RELL) offers insights into the stock's potential movement and stability. Recent data indicates mixed sentiment among major shareholders. While some institutional investors have increased their holdings, signaling a positive outlook, others have reduced their positions, suggesting concerns or a shift in investment strategy. Monitoring these changes can provide clues about the overall confidence in RELL's performance. For more detailed information on RELL's background and ownership, you can explore: Richardson Electronics, Ltd. (RELL): History, Ownership, Mission, How It Works & Makes Money

The stock market's reaction to changes in ownership and large investor moves can significantly impact Richardson Electronics, Ltd. (RELL). For instance, a substantial increase in institutional ownership might lead to a temporary surge in stock price due to increased demand. Conversely, a significant sell-off by a major shareholder could trigger a price decline. Keeping an eye on these market reactions helps assess the immediate impact of investor behavior on RELL's stock.

Analyst perspectives on the impact of key investors offer valuable insights into Richardson Electronics, Ltd.'s future. Analysts often evaluate the long-term implications of ownership changes, considering factors such as the investor's track record, investment horizon, and potential influence on company strategy. For example, if a prominent value investor acquires a significant stake, analysts might interpret it as a sign of undervaluation and potential for future growth. Conversely, if an activist investor takes a position, analysts might focus on the potential for strategic changes or operational improvements. These insights help investors understand the broader implications of key investor activities on RELL's prospects.

Institutional ownership in Richardson Electronics, Ltd. (RELL) represents a significant portion of the company's shares. As of Q3 2024, 64.82% of the shares are held by institutions. Here's a look at some of the major institutional shareholders:

• Renaissance Technologies LLC
• Dimensional Fund Advisors LP
• Hotchkis & Wiley Capital Management LLC
• Barrow Hanley Mewhinney & Strauss LLC
• Royce & Associates LP

Examining the transactions of these key investors provides insight into market sentiment and strategic positioning:

These transactions reflect varying strategies among institutional investors, with some increasing their positions and others reducing them. Renaissance Technologies LLC notably increased its stake by 41%, indicating a strong positive outlook. Conversely, Dimensional Fund Advisors LP and Hotchkis & Wiley Capital Management LLC slightly decreased their holdings. Overall, these movements suggest a mixed but generally stable investor sentiment towards Richardson Electronics, Ltd. (RELL).