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

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

US | Consumer Defensive | Household & Personal Products | NASDAQ

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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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