Exploring SpartanNash Company (SPTN) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind SpartanNash Company (SPTN) and what drives their investment decisions? With institutional ownership at 84.68% and a total value of holdings reaching $566 million, it's clear that big financial institutions have a significant stake. But who are these key investors, such as BlackRock, Inc., and Vanguard Group Inc, and what makes them so interested in a food solutions company that reported net sales of $9.55 billion for fiscal year 2024? Understanding the motivations and strategies of these major investors can provide valuable insights into the potential future of SPTN and its position in the market.

SpartanNash Company (SPTN) Who Invests in SpartanNash Company (SPTN) and Why?

Understanding the investor profile of SpartanNash Company (SPTN) provides valuable insights into the market's perception of the company and its future prospects. Examining the composition of investors, their motivations, and typical strategies can help current and potential shareholders make informed decisions. Here's a breakdown of the key aspects of SpartanNash Company's investor profile:

Key Investor Types

SpartanNash Company's shareholder base includes a mix of retail and institutional investors. Institutional investors hold a significant portion of SPTN shares. As of April 2025, 467 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 36,229,277 shares.

Major institutional investors include:

• BlackRock, Inc.
• Vanguard Group Inc
• Dimensional Fund Advisors LP
• IJR - iShares Core S&P Small-Cap ETF
• State Street Corp
• Invesco Ltd.
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• American Century Companies Inc
• Lsv Asset Management
• IWM - iShares Russell 2000 ETF

Hedge funds also have a presence in SPTN's investor profile. Currently, SpartanNash Company's stocks are part of 189 hedge funds' portfolios, representing 77.9% of the company's total outstanding stocks.

Investment Motivations

Several factors attract investors to SpartanNash Company:

• Dividend Income: SPTN has a history of consistent dividend payments. In February 2025, SpartanNash announced a 1.1% increase in its quarterly cash dividend to $0.22 per common share. The dividend is paid quarterly. The annual dividend is $0.88 per share, with a yield of 4.52%.
• Value Proposition: InvestingPro data suggests the stock is currently undervalued relative to its Fair Value.

Investment Strategies

Investors in SpartanNash Company may employ various strategies:

• Long-Term Holding: Given the company's established presence in the food distribution and retail sectors, some investors may adopt a long-term holding strategy, banking on the company's stability and potential for steady growth.
• Value Investing: Some investors might view SPTN as a value stock, capitalizing on its perceived undervaluation and potential for price appreciation.
• Dividend Capture: The dividend capture strategy involves buying SPTN shares before the ex-dividend date (typically one day before) to receive the dividend payout.

Financial Performance and Metrics

Key financial data points that influence investor decisions include:

In the year 2024, SpartanNash Company had annual revenue of $9.55B, down -1.85%. SpartanNash Company had revenue of $2.26B in the quarter ending December 28, 2024, with 0.73% growth.

For fiscal year 2024, net sales decreased 1.9% to $9.55 billion. Adjusted EBITDA slightly increased to $258.5 million from $257.4 million.

The company's financial health is also reflected in its dividend metrics. The dividend yield as of December 2024 (TTM) is 4.48%.

Additional key metrics include:

• Market Cap: $669.82M (as of December 31, 2024)
• Enterprise Value: $1.76B (as of December 31, 2024)

Institutional Ownership Trends

Recent hedge fund activity reveals shifts in institutional sentiment:

• ELLSWORTH ADVISORS, LLC removed 223,742 shares (-100.0%) from their portfolio in Q4 2024.
• PHOCAS FINANCIAL CORP. removed 186,550 shares (-85.0%) from their portfolio in Q4 2024.
• GOLDMAN SACHS GROUP INC added 186,513 shares (+91.4%) to their portfolio in Q3 2024.
• AMERICAN CENTURY COMPANIES INC added 168,003 shares (+22.6%) to their portfolio in Q3 2024.
• LSV ASSET MANAGEMENT added 142,879 shares (+17.6%) to their portfolio in Q3 2024.
• FIRST TRUST ADVISORS LP added 122,651 shares (+inf%) to their portfolio in Q3 2024.

For additional insights into SpartanNash Company's background, mission, and operational structure, consider exploring: SpartanNash Company (SPTN): History, Ownership, Mission, How It Works & Makes Money

SpartanNash Company (SPTN) Institutional Ownership and Major Shareholders of SpartanNash Company (SPTN)

Institutional ownership in SpartanNash Company (SPTN) reflects the extent to which large financial organizations, such as mutual funds, pension funds, and hedge funds, hold shares in the company. Analyzing the composition and changes in institutional ownership can provide insights into market sentiment and potential stock performance. These major players often have significant influence due to the size of their holdings, and their trading activities can impact the stock's price and liquidity.

Here is a list of the top institutional investors in SpartanNash Company (SPTN) based on the most recent data:

• BlackRock Inc.: As a major institutional investor, BlackRock typically holds a significant number of shares in SPTN.
• The Vanguard Group Inc.: Vanguard is another key institutional investor with substantial holdings in SPTN.
• Dimensional Fund Advisors LP: Known for its quantitative investment strategies, Dimensional Fund Advisors also holds a notable position in SpartanNash.
• Государственная корпорация «ВЭБ.РФ»: Being a significant institutional investor, ВЭБ.РФ usually holds a considerable amount of shares in SPTN.

To get the most up-to-date figures on institutional ownership, it's advisable to consult financial data providers such as Yahoo Finance, Bloomberg, or the company's investor relations page. These sources provide detailed breakdowns of institutional holdings, including the number of shares held and the percentage of total shares outstanding.

Changes in institutional ownership can indicate shifts in investor confidence. For example, if several major institutional investors increase their stakes in SpartanNash, it could signal positive expectations about the company's future performance. Conversely, a decrease in institutional holdings might suggest concerns about the company's prospects.

The role of institutional investors in SpartanNash's stock price and strategy is considerable. Their trading activities can create upward or downward pressure on the stock price, and their engagement with company management can influence corporate strategy. For instance, large institutional investors may advocate for specific initiatives, such as cost-cutting measures, dividend increases, or strategic acquisitions.

Institutional investors also play a crucial role in corporate governance. They often have the resources to scrutinize company performance and hold management accountable. Their voting power on shareholder proposals can shape key decisions related to executive compensation, board composition, and environmental and social responsibility.

Examining the trends in institutional ownership of SpartanNash Company (SPTN) provides valuable context for understanding market dynamics and potential investment opportunities. Keeping an eye on these major players can offer insights into the company's prospects and overall market sentiment.

SpartanNash Company (SPTN) Key Investors and Their Impact on SpartanNash Company

Understanding who invests in SpartanNash Company (SPTN) and why can provide valuable insights into the company's stability, strategic direction, and potential for growth. Examining the profiles and recent activities of key investors helps stakeholders assess the overall market sentiment and potential future performance of SPTN.

Several institutional investors hold significant positions in SpartanNash. These firms often conduct extensive research before investing, and their decisions can influence market perception. Some of the notable institutional investors include:

• BlackRock Inc.: As a major institutional investor, BlackRock's investment decisions can significantly influence SPTN’s stock performance.
• The Vanguard Group Inc.: Another large institutional holder, Vanguard's investment strategies often focus on long-term value.
• Dimensional Fund Advisors LP: Known for its data-driven investment approach, Dimensional Fund Advisors' stake in SPTN reflects its assessment of the company's value.

The influence of these investors is multifaceted:

• Stability: Large institutional holdings can provide stability to the stock price, reducing volatility.
• Strategic Influence: These investors may engage with the management on strategic decisions, influencing the company's direction.
• Market Confidence: Their investment signals confidence in the company's prospects, attracting other investors.

Recent moves by major investors can signal important shifts in sentiment or strategic direction. For example:

• Increased Stakes: If a major investor increases their stake, it could indicate a strong belief in the company's future growth or strategic initiatives.
• Decreased Stakes: Conversely, a significant reduction in holdings might suggest concerns about the company's performance or industry trends.
• Activist Involvement: Activist investors may take large positions to push for specific changes in the company's strategy or operations.

Keeping an eye on these activities can provide timely insights into potential shifts in SpartanNash's trajectory. For further information on SpartanNash's financial standing, consider reading Breaking Down SpartanNash Company (SPTN) Financial Health: Key Insights for Investors.

SpartanNash Company (SPTN) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any publicly traded company. Here’s a breakdown of key aspects related to SpartanNash Company (SPTN):

Investor Sentiment:

• Currently, major shareholders' sentiment towards SpartanNash appears to be mixed.
• Recent data indicates that short interest in SpartanNash has decreased by 2.56%, suggesting improving investor sentiment.
• An analysis of fund activity suggests a positive shift, upgrading the stock from 'Hold/Accumulate' to a 'Buy' candidate.

Major Shareholders:

SpartanNash has a diverse base of institutional owners. Key players include:

• BlackRock, Inc.
• Vanguard Group Inc
• Dimensional Fund Advisors LP
• State Street Corp
• Invesco Ltd.

These institutions collectively hold a significant number of shares, influencing the company's market dynamics. As of April 14, 2025, these institutions held a total of 36,229,277 shares.

Recent Market Reactions:

• On April 21, 2025, the stock price gained 1.62%, rising from $19.79 to $20.11.
• The stock has shown average movements during the day, with a recent volatility of 2.39%.
• The share price as of April 14, 2025, was $19.76, which increased by 3.56% compared to $19.08 on April 15, 2024.

Analyst Perspectives:

• Analysts' opinions on SpartanNash are varied.
• The consensus rating for the stock is 'Hold'.
• The average twelve-month price target from analysts is $15.00, with a high forecast of $20.00 and a low forecast of $10.00.
• Earnings for SpartanNash are expected to grow by 0.56% in the coming year, from $1.79 to $1.80 per share.

Stock Forecast:

• Predictions suggest the stock could rise 7.24% over the next three months, potentially reaching between $20.47 and $23.69.
• Algorithmic forecasts estimate a potential increase of 0.97% over the next five days, reaching $19.70 by March 29, 2025.
• However, a forecast for the next month anticipates a decrease of -5.79%, hitting $18.39 by April 23, 2025.

Financial Performance:

SpartanNash's recent financial results provide additional insights:

• The company's fourth-quarter earnings for 2024 surpassed expectations, with an EPS of $0.42 against a forecasted $0.33.
• Revenue matched forecasts at $2.26 billion.
• Full-year net sales decreased by 2% year-over-year to $9.55 billion.
• Adjusted EBITDA reached a record high of $258.5 million.

Institutional Ownership:

As of December 31, 2024, the largest institutional holders and their positions include:

These holdings reflect significant institutional interest in SpartanNash.

For more insights into the company's background, explore: SpartanNash Company (SPTN): History, Ownership, Mission, How It Works & Makes Money

Additional Factors:

• SpartanNash operates 144 corporate-owned retail stores and 36 fuel centers primarily in the Midwest.
• The company's news sentiment score is 0.84, with increased news coverage recently.
• The upcoming earnings date is estimated to be May 29, 2025.

This comprehensive view provides a balanced perspective on SpartanNash Company, aiding investors in making informed decisions.