Exploring United-Guardian, Inc. (UG) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in United-Guardian, Inc. (UG) and why? Despite a 9.6% dip in shares since reporting 2024 results, the company showcased robust financial performance, including a 12% year-over-year increase in net sales, reaching $12.18 million, and a 26% surge in net income to $3.25 million. With cosmetic ingredient sales soaring by 32% and medical lubricant sales up by 16%, driven by strong demand in China, understanding the investor profile becomes crucial. Are institutional investors taking note of these gains, or is the ownership primarily retail-driven? Let's delve into the details of who owns UG and the factors influencing their investment decisions.

United-Guardian, Inc. (UG) Who Invests in United-Guardian, Inc. (UG) and Why?

Understanding the investor profile of United-Guardian, Inc. (UG) involves examining the diverse range of individuals and institutions that hold its stock. These investors are driven by a variety of factors, including the company's growth prospects, dividend payouts, and its established position in the market. The strategies employed by these investors can range from long-term holding to short-term trading, reflecting different investment philosophies and goals.

Key investor types in United-Guardian, Inc. (UG) typically include:

• Retail Investors: Individual investors who buy and sell shares for their own accounts. These investors may be attracted to United-Guardian, Inc. (UG) due to its consistent dividend payments and perceived stability.
• Institutional Investors: Entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients. These investors often have a longer-term investment horizon and may be drawn to United-Guardian, Inc. (UG)'s steady performance and market position.
• Hedge Funds: Investment partnerships that use more aggressive strategies, such as leverage and short-selling, to generate returns. Their interest in United-Guardian, Inc. (UG) may vary depending on their specific investment mandates and market outlook.

Investment motivations for investing in United-Guardian, Inc. (UG) include:

• Growth Prospects: Investors may believe in the company's potential for future growth, driven by factors such as new product development, market expansion, or increasing demand for its existing products.
• Dividends: United-Guardian, Inc. (UG) has a history of paying dividends, which can be attractive to income-seeking investors. Consistent dividend payments can provide a steady stream of income and enhance the overall return on investment.
• Market Position: The company's established position in its niche markets may provide a sense of stability and competitive advantage, attracting investors who seek companies with a strong foothold in their respective industries.

Typical investment strategies observed among United-Guardian, Inc. (UG) investors are:

• Long-Term Holding: Many investors adopt a long-term holding strategy, focusing on the company's long-term prospects and dividend income. This approach is often favored by retail and institutional investors who prioritize stability and consistent returns.
• Short-Term Trading: Some investors may engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy is more common among hedge funds and other active traders.
• Value Investing: Value investors may be attracted to United-Guardian, Inc. (UG) if they believe the company is undervalued by the market. They seek to capitalize on the perceived discrepancy between the company's intrinsic value and its market price.

For a deeper dive into United-Guardian, Inc. (UG)'s background, explore: United-Guardian, Inc. (UG): History, Ownership, Mission, How It Works & Makes Money

United-Guardian, Inc. (UG) Institutional Ownership and Major Shareholders of United-Guardian, Inc. (UG)

Understanding the ownership structure of United-Guardian, Inc. (UG) is crucial for investors seeking insights into the company's stability and strategic direction. Institutional investors and major shareholders can significantly influence a company's stock performance and long-term strategies. Here’s a detailed look at the ownership profile of United-Guardian, Inc. (UG).

As of recent filings, approximately 13.54% of United-Guardian's stock is held by institutional investors, 7.02% is owned by insiders, and the remaining 79.44% is held by public companies and individual investors.

Here’s a breakdown of the top institutional investors in United-Guardian, Inc. (UG):

• Renaissance Technologies LLC: Holds 190,163 shares, representing about 4.14% of the company.
• Gamco Investors, Inc. Et Al: Holds 158,500 shares, which is approximately 3.45%.
• Vanguard Group Inc: Owns 137,356 shares, accounting for around 2.99% of the company's shares.
• Rodgers Brothers Inc.: Holds 95,377 shares, representing about 2.08%.
• Dimensional Fund Advisors LP: Holds 74,994 shares, equating to 1.63% ownership.

Other notable institutional investors include:

• EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
• Teton Advisors, Inc.
• Geode Capital Management LLC

Significant individual shareholders include:

• Kenneth H. Globus (President/CEO): Controls 18,113,217 shares, representing a substantial 394.25% of the company.
• Alfred R. Globus: Holds 1,216,792 shares, accounting for 26.48% ownership.
• Betsee Parker: Owns 438,811 shares, representing 9.55% of the company.

Institutional investors play a vital role in United-Guardian, Inc. (UG)'s stock price and overall strategy. Increased institutional ownership often indicates confidence in the company's long-term growth potential, which can positively influence the stock price. Conversely, a decrease in institutional holdings might signal concerns about the company's future performance.

Recent data indicates some changes in institutional ownership:

• Northern Trust Corp increased its holdings by 69.5%, now holding 25,527 shares.
• Renaissance Technologies LLC increased its position by 4.3%, holding 190,163 shares as of February 2025.
• Geode Capital Management LLC increased its holdings by 10.3%.
• However, Dimensional Fund Advisors LP decreased their stake by 2.9%, holding 74,994 shares.
• Rodgers Brothers Inc. reduced their position by 2.6%.

These changes reflect ongoing adjustments in investment strategies among institutional holders, potentially influenced by United-Guardian's financial performance and market conditions.

Here is a table summarizing key aspects of United-Guardian, Inc. (UG)'s shareholder information:

For more insights into United-Guardian, Inc. (UG), explore its history, ownership, mission, and business model.

United-Guardian, Inc. (UG) Key Investors and Their Impact on United-Guardian, Inc. (UG)

Understanding the investor profile of United-Guardian, Inc. (UG) provides critical insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock movements through their holdings and actions.

While specific details about all individual investors are not always publicly available, institutional investors' holdings are typically disclosed in regulatory filings. These filings offer a glimpse into who is investing in United-Guardian, Inc. (UG) and how confident they are in the company's future. As of 2024, here's what we can observe about United-Guardian, Inc. (UG)'s key investors and their potential impact:

• Institutional Investors: These entities, such as mutual funds, pension funds, and hedge funds, 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.
• Individual Investors: While less individually influential than large institutions, the collective holdings of individual investors can still play a crucial role in the overall stability of United-Guardian, Inc. (UG)'s stock.
• Activist Investors: These investors take large positions in a company and then actively campaign for changes they believe will increase shareholder value. While not always present, their involvement can lead to significant shifts in company strategy.

The influence of these investors on United-Guardian, Inc. (UG) can manifest in several ways:

• Strategic Direction: Major shareholders can influence decisions regarding mergers, acquisitions, and overall business strategy through board representation or direct engagement with management.
• Stock Volatility: Large purchases or sales by key investors can create significant price swings in United-Guardian, Inc. (UG)'s stock.
• Corporate Governance: Investors can push for changes in corporate governance practices, such as executive compensation or board composition.

Recent moves by key investors, such as buying or selling large stakes, can signal their confidence (or lack thereof) in United-Guardian, Inc. (UG)'s future prospects. Monitoring these moves can provide valuable insights for other investors.

To gain a better understanding of United-Guardian, Inc. (UG), consider exploring its history, mission, and ownership structure: United-Guardian, Inc. (UG): History, Ownership, Mission, How It Works & Makes Money

Analyzing the investor profile of United-Guardian, Inc. (UG) is an ongoing process. By tracking the actions of key investors and understanding their motivations, stakeholders can gain a deeper appreciation for the forces shaping the company's future.

Here's a hypothetical overview of United-Guardian, Inc. (UG)'s investor composition as of fiscal year 2024, presented for illustrative purposes:

Note: This table is purely illustrative and does not reflect actual ownership data for United-Guardian, Inc. (UG). Always refer to official SEC filings and reputable financial news sources for accurate information.

Keeping an eye on significant changes in investor holdings and any activist investor activity is crucial for understanding potential shifts in United-Guardian, Inc. (UG)'s strategic direction and stock performance.

United-Guardian, Inc. (UG) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future performance of United-Guardian, Inc. (UG). Several factors influence how investors perceive the company, including its financial performance, strategic decisions, and broader market trends.

Recent Market Reactions: Shares of United-Guardian, Inc. (UG) have experienced some volatility. For example, the stock slipped 9.6% following the report for 2024 results. This contrasted with the S&P 500 index's 1.9% growth during the same period. Over the past month, the stock has also lost 11%, compared to a 1.5% decline in the S&P 500 . This underperformance may be attributed to factors such as supply-related headwinds in the pharmaceutical segment and a lack of forward guidance from the company.

Here is a summary of United-Guardian's (UG) key statistics:

• Market Capitalization: $37.9M
• Revenue TTM: $12.2M
• EBITDA: $3.7M
• Earnings Per Share (EPS): $0.71
• PE Ratio: 11.61
• Dividend Yield: 8.49%
• Profit Margin: 26.69%
• Return On Equity TTM: 27.94%

Investor Sentiment: Examining the behavior of major shareholders can provide insights into the overall sentiment toward United-Guardian, Inc. (UG). Institutional ownership data reveals the positions of large investors, and the put/call ratio can further indicate whether the sentiment is positive or negative. Put options generally suggest negative sentiment, while call options indicate positive sentiment. Major shareholders include:

• Renaissance Technologies Llc
• Gamco Investors, Inc. Et Al
• EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
• Vanguard Group Inc
• Rodgers Brothers Inc.
• Dimensional Fund Advisors Lp

The improved financial performance in 2024 was influenced by increased sales volumes in higher-margin product categories and controlled operating expenses. Sales of cosmetic ingredients increased 32% year over year in 2024, while medical lubricant sales climbed 16%.

Analyst Perspectives: Analysts' insights into key investors can significantly impact the future of United-Guardian, Inc. (UG). While specific recent analyst ratings or price targets were not available in the provided search results, factors influencing financial results in 2024 include increased sales volumes in higher-margin product categories and controlled operating expenses. For example, cosmetic ingredients and medical lubricant segments contributed significantly to profitability due to their favorable gross margins. Investment income also boosted net income, reflecting a more favorable interest rate environment and improved performance of marketable securities. Although research and development spending remained stable at approximately $457,000, it underscores a continued focus on product innovation without pressuring overall margins.

Here is a table summarizing United-Guardian's financial performance in 2024:

Furthermore, you might be interested in: Mission Statement, Vision, & Core Values of United-Guardian, Inc. (UG).