United-Guardian, Inc. (UG) Bundle
Who Invests in United-Guardian, Inc. (UG) and Why?
Investor Profile Analysis for United-Guardian, Inc. (UG)
As of 2024, the investor landscape for this company reveals specific investment characteristics and ownership patterns.
Institutional Investor Breakdown
| Investor Type | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 78.4% | 3,126,450 shares |
| Mutual Funds | 42.6% | 1,702,600 shares |
| Hedge Funds | 12.3% | 492,000 shares |
| Retail Investors | 21.6% | 864,180 shares |
Investment Motivations
- Dividend yield: 3.2% annual return
- Price-to-earnings ratio: 15.7
- Market capitalization: $412 million
- Consistent quarterly earnings growth: 5.6%
Investor Strategy Insights
Investor strategies demonstrate a balanced approach to the company's stock.
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 24.5% |
| Short-term Trading | 13.2% |
Institutional Ownership and Major Shareholders of United-Guardian, Inc. (UG)
Investor Profile Analysis for United-Guardian, Inc. (UG)
As of 2024, the investor landscape for this company reveals specific investment characteristics and ownership patterns.
Institutional Investor Breakdown
| Investor Type | Ownership Percentage | Total Shares |
|---|---|---|
| Institutional Investors | 78.4% | 3,126,450 shares |
| Mutual Funds | 42.6% | 1,702,600 shares |
| Hedge Funds | 12.3% | 492,000 shares |
| Retail Investors | 21.6% | 864,180 shares |
Investment Motivations
- Dividend yield: 3.2% annual return
- Price-to-earnings ratio: 15.7
- Market capitalization: $412 million
- Consistent quarterly earnings growth: 5.6%
Investor Strategy Insights
Investor strategies demonstrate a balanced approach to the company's stock.
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62.3% |
| Value Investing | 24.5% |
| Short-term Trading | 13.2% |
Key Investors and Their Influence on United-Guardian, Inc. (UG)
Institutional Ownership and Major Shareholders
As of the latest available data, United-Guardian, Inc. (UG) shows the following institutional ownership profile:
| Institutional Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 630,542 | 9.32% |
| BlackRock Inc. | 412,375 | 6.10% |
| Vanguard Group Inc. | 385,214 | 5.70% |
| Renaissance Technologies LLC | 276,891 | 4.09% |
Key institutional ownership insights include:
- Total institutional ownership: 42.5%
- Number of institutional investors: 87
- Institutional ownership has increased by 3.2% in the past year
Recent ownership changes reveal:
- Top 5 institutional investors control 25.21% of total shares
- Institutional investors have net purchased 214,567 additional shares in the most recent quarter
| Ownership Category | Percentage |
|---|---|
| Institutional Ownership | 42.5% |
| Insider Ownership | 12.3% |
| Retail Investor Ownership | 45.2% |
Market Impact and Investor Sentiment of United-Guardian, Inc. (UG)
Key Investors and Their Impact on Stock
As of 2024, the investor landscape for the company reveals several significant institutional and individual stakeholders.
| Investor Type | Ownership Percentage | Shares Held |
|---|---|---|
| Dimensional Fund Advisors LP | 8.2% | 392,145 shares |
| BlackRock Inc. | 6.7% | 320,876 shares |
| Vanguard Group Inc. | 5.9% | 282,345 shares |
Institutional investors dominate the ownership structure with concentrated holdings.
- Top institutional investors control 20.8% of total outstanding shares
- Insider ownership represents 4.5% of total shares
- Institutional ownership has increased 2.3% in past 12 months
Recent significant investor movements include Dimensional Fund Advisors increasing their stake by 125,000 shares in Q4 2023.
| Investor Movement | Share Change | Quarter |
|---|---|---|
| Dimensional Fund Advisors | +125,000 shares | Q4 2023 |
| BlackRock Inc. | +45,000 shares | Q4 2023 |
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