Exploring Security National Financial Corporation (SNFCA) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Security National Financial Corporation (SNFCA) and what's driving their interest? With institutional investors holding a significant 11,034,755 shares, it's worth exploring the dynamics of SNFCA's investor profile. Is it the company's robust business model encompassing life insurance, cemetery and mortuary services, and mortgage loans that's attracting them? Or perhaps the fact that SNFCA is trading at a 21% discount? Dive in to uncover who the major players are, what influences their investment decisions, and why SNFCA might be a compelling addition to their portfolios.

Security National Financial Corporation (SNFCA) Who Invests in [Company Name] and Why?

Understanding the investor profile of Security National Financial Corporation (SNFCA) involves examining the various types of investors, their motivations, and the strategies they employ. A diverse investor base can contribute to the stability and growth of the company. Mission Statement, Vision, & Core Values of Security National Financial Corporation (SNFCA).

Key Investor Types

The ownership structure of Security National Financial (SNFCA) stock comprises a mix of:

• Institutional Investors: These include entities like mutual funds, hedge funds, pension funds, and insurance companies. As of March 31, 2025, institutional investors hold approximately 48.16% of SNFCA's stock. According to another source, approximately 38.65% of the company's stock is owned by Institutional Investors. Major institutional shareholders include Soltis Investment Advisors LLC, M3F, Inc., Lhm, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. Public Companies and Individual Investors own 54.22% of the company.
• Insiders: This category includes the company's executives and board members. Insiders own about 3.07% of SNFCA's stock.

Investment Motivations

Several factors attract investors to Security National Financial Corporation:

• Growth Prospects: SNFCA operates in diverse segments, including life insurance, cemetery and mortuary services, and mortgage loans. In 2024, SNFCA's revenue was $334.52 million, a 5.03% increase compared to the previous year's $318.50 million. Earnings were $26.54 million, an 83.07% increase.
• Market Position: SNFCA has a significant presence in its operating segments. The company has cultivated substantial public awareness in cemetery and mortuary services.
• Dividend History: Security National Financial has issued one dividend in the last twelve months. Security National Financial's last dividend ex-date was on Jul 5, 2024. The dividend amount was $0.386 per share. On an annual basis SNFCA pays $0.39 per share.

Investment Strategies

Investors in SNFCA may employ various strategies:

• Long-Term Holding: Some investors may adopt a long-term holding strategy, focusing on the company's intrinsic value and long-term growth potential.
• Short-Term Trading: Other investors may engage in short-term trading, seeking to profit from short-term price fluctuations.
• Value Investing: Value investors may be attracted to SNFCA if they believe the stock is undervalued by the market.

Institutional Ownership Details

Institutional investors hold a significant portion of SNFCA's shares. As of April 11, 2025, these institutions held a total of 11,034,755 shares.

Fund Sentiment Score

The Fund Sentiment Score identifies companies with the highest levels of institutional accumulation, using a multi-factor quantitative model.

Financial Performance

Security National Financial (SNFCA) reported strong financial results for 2024, with after-tax earnings increasing by 83% to $26.5 million, driven by a 5% increase in revenue to $334.5 million.

Ownership Structure

The ownership structure of Security National Financial (SNFCA) stock is a mix of institutional, retail, and individual investors. Approximately 38.65% of the company's stock is owned by Institutional Investors, 3.07% is owned by Insiders, and 4.05% is owned by Public Companies and Individual Investors.

Additional Data

Here is some additional data regarding SNFCA stock as of March 31, 2025:

Security National Financial Corporation (SNFCA) Institutional Ownership and Major Shareholders of Security National Financial Corporation (SNFCA)

Understanding the ownership structure of Security National Financial Corporation (SNFCA) is crucial for investors. Institutional investors and major shareholders can significantly influence a company's stock price and strategic direction. Examining their holdings and recent trading activity provides valuable insights into market sentiment and potential future performance. Let's explore the top institutional investors, recent changes in ownership, and the overall impact these large investors have on SNFCA.

Identifying the major players among SNFCA's shareholders offers a glimpse into who holds the most significant stakes in the company. These institutional investors often manage substantial portfolios and their investment decisions can reflect a deep analysis of the company's prospects. Here are some of the top institutional investors in Security National Financial Corporation:

• BlackRock Fund Advisors: As of March 31, 2024, BlackRock Fund Advisors holds 49,465 shares of SNFCA, representing 0.307% ownership.
• Vanguard Group Inc: The Vanguard Group Inc. owns 48,743 shares, which accounts for approximately 0.302% of the company.
• Geode Capital Management LLC: Geode Capital Management LLC possesses 26,897 shares, translating to about 0.167% ownership.
• Charles Schwab Investment Management Inc: Charles Schwab Investment Management Inc. holds 23,586 shares, representing approximately 0.146% of the company.
• Dimensional Fund Advisors LP: Dimensional Fund Advisors LP has 21,829 shares, accounting for roughly 0.135% ownership.

These figures are based on the latest information available, offering a snapshot of institutional holdings in SNFCA as of specific reporting dates in 2024.

Analyzing changes in ownership can reveal shifts in investor confidence and expectations. Significant increases in institutional holdings may indicate a positive outlook, while decreases could signal concerns about the company's future performance. Recent ownership trends for Security National Financial Corporation (SNFCA) show varied activity among institutional investors.

For instance, some institutions may have increased their positions, reflecting a bullish sentiment towards SNFCA. Conversely, others might have reduced their holdings, possibly due to portfolio rebalancing or a change in their investment thesis. Monitoring these changes over time provides valuable context for understanding the evolving dynamics of SNFCA's investor base.

Institutional investors often play a pivotal role in shaping a company's stock price and influencing its strategic decisions. Their large trading volumes can create significant price movements, and their engagement with company management can drive changes in corporate policy.

The presence of prominent institutional investors can also enhance a company's credibility and attract additional investment. However, it's essential to recognize that institutional investors have diverse investment horizons and objectives, which can lead to conflicting pressures on company management. Understanding these dynamics is crucial for assessing the potential impact of institutional investors on SNFCA.

For those interested in further exploring SNFCA's values and long-term goals, consider reviewing the Mission Statement, Vision, & Core Values of Security National Financial Corporation (SNFCA).

Here is a detailed table presenting the top institutional investors in Security National Financial Corporation (SNFCA) along with their shareholdings as of March 31, 2024:

This table summarizes the ownership percentages and share values held by key institutional investors in SNFCA, offering a clear overview of their stakes in the company.

Security National Financial Corporation (SNFCA) Key Investors and Their Impact on Security National Financial Corporation (SNFCA)

Understanding the investor profile of Security National Financial Corporation (SNFCA) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing in SNFCA and their motivations can reveal key factors influencing the stock's performance and the company's overall trajectory.

While specific, real-time data on all individual investors might not be publicly available, we can analyze the general trends and types of investors typically interested in companies like Security National Financial Corporation (SNFCA), and the influence major shareholders may have.

Institutional investors, such as mutual funds, pension funds, and insurance companies, often hold significant stakes in publicly traded companies. Their investment decisions are driven by in-depth research and analysis, and their actions can significantly impact stock prices. High institutional ownership can lend stability to a stock, while significant buying or selling activity can create volatility.

Here are some types of investors that might be interested in Security National Financial Corporation (SNFCA):

• Value Investors: These investors look for companies that they believe are undervalued by the market. They focus on financial metrics such as price-to-earnings ratio, price-to-book ratio, and dividend yield.
• Growth Investors: These investors seek companies with high growth potential, even if the current valuation seems high. They focus on revenue growth, earnings growth, and market share.
• Income Investors: These investors prioritize companies that pay consistent and growing dividends. They focus on dividend yield, payout ratio, and dividend growth rate.
• Long-Term Investors: These investors hold stocks for extended periods, often years or decades. They focus on the company's long-term prospects and competitive advantages.

Activist investors can also play a role by acquiring a significant stake and then pushing for changes in the company's strategy or management. Their involvement can lead to significant stock price movements and strategic shifts within the company.

Keep in mind that investment portfolios and holdings can change frequently. For the most up-to-date details, refer to official SEC filings (such as 13F filings) and reputable financial news sources. These filings provide a snapshot of institutional ownership and can highlight any significant recent moves by major investors.

Investor influence can manifest in several ways:

• Voting Rights: Large shareholders have a greater say in company decisions through their voting rights.
• Board Representation: Major investors may seek representation on the company's board of directors, giving them direct influence over strategy.
• Activism: Investors may publicly advocate for changes in the company's direction.

Recent moves by investors, such as buying or selling large blocks of shares, can signal confidence or concern about the company's prospects. Monitoring these moves can provide valuable insights.

Understanding Security National Financial Corporation (SNFCA)'s investor profile is crucial for assessing the company's market position and future potential. By tracking the actions of key investors and understanding their motivations, stakeholders can gain a more comprehensive view of the company's prospects. You might also be interested in Mission Statement, Vision, & Core Values of Security National Financial Corporation (SNFCA).

Security National Financial Corporation (SNFCA) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Security National Financial Corporation (SNFCA) is crucial for assessing the company's current standing and future prospects. Examining major shareholders' attitudes, recent market behaviors, and analyst perspectives provides a comprehensive view of SNFCA's financial landscape.

Investor Sentiment: The prevailing sentiment among major shareholders significantly influences SNFCA's stock performance. Positive sentiment typically drives up demand, increasing the stock price, while negative sentiment can lead to sell-offs and price declines. Identifying the current sentiment—whether positive, neutral, or negative—helps gauge the potential stability and growth of SNFCA. Unfortunately, specific, real-time sentiment data from major shareholders is difficult to obtain as it is often proprietary or based on ongoing analysis.

Recent Market Reactions: Monitoring how the stock market responds to changes in ownership or large investor moves offers valuable insights. For example, a significant purchase by an institutional investor might signal confidence in SNFCA's future, leading to a positive market reaction. Conversely, a large sell-off could indicate concerns, prompting a negative response. These reactions are often reflected in short-term price fluctuations and trading volumes.

Analyst Perspectives: Financial analysts play a vital role in interpreting the impact of key investors on SNFCA's future. Their analyses often include:

• Earnings forecasts: Projections of future profitability based on current investor activity and market conditions.
• Valuation assessments: Determining whether SNFCA's stock is overvalued or undervalued, considering the influence of major shareholders.
• Risk evaluations: Identifying potential risks associated with investor behavior and market sentiment.

Analyst ratings, such as 'buy,' 'hold,' or 'sell,' reflect their overall assessment of SNFCA's investment potential. These perspectives can significantly influence investor decisions and market dynamics.

Ownership Structure: Examining the ownership structure of SNFCA provides insights into who has the most influence on the company. Key aspects to consider include:

• Institutional Ownership: The percentage of shares held by institutions such as mutual funds, pension funds, and insurance companies. High institutional ownership can indicate stability and long-term confidence in the company.
• Insider Ownership: The percentage of shares held by company executives and board members. Significant insider ownership may align management's interests with those of shareholders.
• Retail Ownership: The percentage of shares held by individual investors. A large retail ownership base can lead to greater volatility in the stock price.

Financial Metrics and Ratios: Analyzing key financial metrics and ratios helps assess SNFCA's performance and attractiveness to investors. Important metrics include:

• Price-to-Earnings (P/E) Ratio: Indicates how much investors are willing to pay for each dollar of earnings.
• Earnings Per Share (EPS): Shows the company's profitability on a per-share basis.
• Return on Equity (ROE): Measures how efficiently the company is using shareholder equity to generate profits.

These metrics, combined with an understanding of investor sentiment and market reactions, provide a comprehensive view of SNFCA's investment profile.

For more detailed information on Security National Financial Corporation (SNFCA), you might find this resource helpful: Security National Financial Corporation (SNFCA): History, Ownership, Mission, How It Works & Makes Money