Exploring Ultralife Corporation (ULBI) Investor Profile: Who’s Buying and Why?

Have you ever wondered who is investing in Ultralife Corporation (ULBI) and, more importantly, why? As of April 2025, understanding the ownership structure of ULBI can provide key insights into stakeholder confidence and the influences on corporate governance and strategy. Currently, 186 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 7,382,994 shares. Major players include Visionary Wealth Advisors, Dimensional Fund Advisors Lp, BlackRock, Inc., and Vanguard Group Inc.

Ultralife Corporation (ULBI) Who Invests in Ultralife Corporation and Why?

Understanding the investor profile of Ultralife Corporation (ULBI) involves examining the diverse range of individuals and entities that hold its stock. These investors are typically categorized into retail investors, institutional investors, and sometimes hedge funds, each with their own motivations and strategies.

Key Investor Types:

The investor base of Ultralife Corporation can be broken down into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to Ultralife Corporation due to its growth potential or its position in specific markets.
• Institutional Investors: These include entities such as mutual funds, pension funds, insurance companies, and investment firms that invest on behalf of their clients. Institutional investors often hold a significant portion of a company's shares and can influence its stock price.
• Hedge Funds: These are investment partnerships that use various strategies, including leveraging and short-selling, to generate returns. Their involvement in Ultralife Corporation may vary depending on their specific investment strategies and market outlook.

Investment Motivations:

Several factors attract investors to Ultralife Corporation:

• Growth Prospects: Investors may be drawn to Ultralife Corporation due to its potential for growth in its key markets.
• Market Position: The company's position in its industry can be a significant motivator for investors. A strong market position may indicate stability and potential for future success.

Investment Strategies:

Investors in Ultralife Corporation employ various strategies, depending on their investment goals and risk tolerance:

• Long-Term Holding: Some investors adopt a long-term holding strategy, maintaining their positions in Ultralife Corporation for extended periods to benefit from its long-term growth.
• Short-Term Trading: Other investors engage in short-term trading, aiming to profit from short-term fluctuations in the stock price.
• Value Investing: Value investors seek to identify undervalued companies with the expectation that the market will eventually recognize their true worth.

Understanding who invests in Ultralife Corporation and why provides valuable insights into the market's perception of the company and its future prospects. By analyzing the motivations and strategies of different investor types, stakeholders can gain a more comprehensive view of the factors driving investment decisions related to Ultralife Corporation.

To gain more insights into Ultralife Corporation, explore: Ultralife Corporation (ULBI): History, Ownership, Mission, How It Works & Makes Money

Ultralife Corporation (ULBI) Institutional Ownership and Major Shareholders of Ultralife Corporation (ULBI)

Understanding the institutional ownership of Ultralife Corporation (ULBI) provides valuable insights into the company's investor base and market sentiment. Institutional investors, such as mutual funds, hedge funds, and pension funds, often hold significant stakes in publicly traded companies, and their investment decisions can influence stock price and corporate strategy.

Here's an overview of Ultralife Corporation (ULBI)'s top institutional investors, recent changes in ownership, and the potential impact of these large investors:

Based on the latest available data, here are some of the top institutional investors in Ultralife Corporation (ULBI):

• Renaissance Technologies LLC: A quantitative investment firm known for its use of mathematical models and algorithms.
• BlackRock Fund Advisors: One of the world's largest asset managers, with a diverse portfolio spanning various sectors and asset classes.
• Vanguard Group Inc: Another leading asset manager recognized for its low-cost index funds and exchange-traded funds (ETFs).
• Geode Capital Management LLC: A Boston-based investment management firm offering a range of investment solutions to institutional clients.

To get a more detailed picture, consider the following example of institutional ownership data (Note: The data below is illustrative and should be replaced with the most current information):

Changes in institutional ownership can be indicative of investor confidence and future stock performance. For example, if several major institutional investors increase their positions in Ultralife Corporation (ULBI), it could signal positive sentiment and potentially drive up the stock price. Conversely, a decrease in institutional ownership might suggest concerns about the company's prospects.

The role of institutional investors in Ultralife Corporation (ULBI) is multifaceted:

• Stock Price Influence: Large institutional holdings can create buying or selling pressure, affecting the stock price.
• Corporate Governance: Institutional investors often engage with company management on issues such as executive compensation, board composition, and strategic direction.
• Market Stability: Long-term institutional investors can provide stability to the stock by holding shares for extended periods.

Institutional investors play a crucial role in the financial markets, and their activity in Ultralife Corporation (ULBI) can offer valuable insights for other investors. Monitoring these ownership trends can help stakeholders understand market sentiment and potential future movements in the company's stock.

To gain further insight into the company's goals and values, explore Mission Statement, Vision, & Core Values of Ultralife Corporation (ULBI).

Ultralife Corporation (ULBI) Key Investors and Their Impact on [Company Name]

Understanding Ultralife Corporation's ownership structure provides valuable insights into the influences shaping its corporate governance and strategic decisions. As a publicly traded company, its ownership is distributed among various shareholders, including institutional investors and the general public.

As of April 2025, 186 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 7,382,994 shares. Institutional investors hold approximately 44.39% of the company's shares (excluding 13D/G filings). It's worth noting that there was a 1.09% increase in institutional owners and a 5.34% increase in institutional shares held in the most recent quarter.

Here are some of the notable top shareholders:

• Visionary Wealth Advisors
• Dimensional Fund Advisors Lp
• BlackRock, Inc.
• Vanguard Group Inc
• Janney Montgomery Scott LLC
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Renaissance Technologies Llc
• Geode Capital Management, Llc
• IWM - iShares Russell 2000 ETF
• DFSVX - U.s. Small Cap Value Portfolio - Institutional Class

The influence of major shareholders can be significant. A Schedule 13D filing indicates that an investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. A Schedule 13G indicates a passive investment of over 5%.

Recent moves by key investors include:

• Visionary Wealth Advisors, as of a 13G filing on 2025-02-14, increased their holdings from 1,082,246 to 1,292,836 shares, representing a 19.46% change and bringing their ownership to 7.80%, a 17.82% change.
• WHITMORE BRADFORD T, according to a 13D/A filing on 2024-09-03, increased their holdings from 5,538,073 to 6,197,741 shares, an 11.91% change, resulting in a 37.30% ownership, a 7.18% change.

Insider activity can also provide insights. For example, in 2024, there were instances of insider buying, including:

• Michael Edward Manna, President and CEO, bought 1,500 shares on 2024-11-21 at $7.25, for a total value of $10.87k.
• W. Shaw Robert, Director, bought 2,500 shares on 2024-11-12 at $7.91, for a total value of $19.78k.
• Janie Goddard, Director, bought 1,397 shares on 2024-06-07 at $10.91, for a total value of $15.24k.
• Philip A. Fain, CFO and Treasurer, bought 7,179 shares on 2024-04-17 at $5.71, for a total value of $40.97k.

These insider buys suggest confidence in the company's prospects.

The Fund Sentiment Score reflects the degree to which funds are accumulating the stock. This score uses a quantitative model that considers the total increase in disclosed owners, changes in portfolio allocations, and other metrics to identify companies with high levels of institutional accumulation.

Here is a table summarizing key ownership information:

For additional details on Ultralife Corporation, you might find this resource helpful: Ultralife Corporation (ULBI): History, Ownership, Mission, How It Works & Makes Money.

It's also worth noting Ultralife's acquisition of Electrochem Solutions, Inc. for $50.0 million in cash on October 31, 2024, which could influence investor sentiment and the company's strategic direction.

As of April 11, 2025, the share price was $4.72. Previously, on April 15, 2024, the share price was $8.60. This represents a decline of 45.12% over that period.

In 2024, Ultralife's revenue was $164.46 million, an increase of 3.66% compared to the previous year's $158.64 million. Earnings were $6.31 million, a decrease of -12.30%.

One analyst has given ULBI stock a 'Strong Buy' rating, with a 12-month stock price forecast of $14.0, representing a 228.64% upside.

Ultralife Corporation (ULBI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing Ultralife Corporation's (ULBI) current standing and future prospects. Examining the behavior of major shareholders, recent market responses, and analyst perspectives provides a comprehensive view of the company's financial ecosystem.

Investor Sentiment: The prevailing sentiment of major shareholders significantly influences a company's stock performance. Positive sentiment typically leads to increased investment, driving up the stock price, while negative sentiment can trigger sell-offs. While specific current sentiments of major shareholders towards Ultralife Corporation as of late April 2025 are not available without real-time data updates, monitoring filings with the Securities and Exchange Commission (SEC) and following financial news outlets can provide insights into any shifts in sentiment.

Recent Market Reactions: Stock market responses to changes in ownership or large investor moves can be indicative of the perceived value and stability of Ultralife Corporation. Significant investments or divestments by institutional investors often lead to price fluctuations. For example, a large purchase of ULBI shares might signal confidence in the company's future, resulting in a price increase. Conversely, a major sell-off could indicate concerns about the company's performance or industry outlook, leading to a price decrease. Keeping track of these market reactions helps investors gauge the overall market confidence in ULBI.

Analyst Perspectives: Financial analysts play a vital role in interpreting market data and providing insights into the potential impact of key investors on Ultralife Corporation's future. These analysts often conduct thorough research, examining financial statements, industry trends, and company-specific developments to form their opinions. Their perspectives can influence investor sentiment and trading activity. Recent analyst reports, which are not available in my current search results, should be consulted to understand the latest evaluations of ULBI's prospects in light of investor activities.

To provide a clearer picture, consider the following factors that can influence investor sentiment and market reactions:

• Company Performance: Strong financial results, successful product launches, and strategic partnerships generally boost investor confidence.
• Industry Trends: Positive trends in the battery and energy storage industries can create a favorable environment for Ultralife Corporation.
• Economic Conditions: Overall economic growth and stability typically support positive market sentiment.
• Regulatory Environment: Changes in regulations related to the company's operations can impact investor perceptions.

For a deeper dive into Ultralife Corporation's financial standing, you might find this resource helpful: Breaking Down Ultralife Corporation (ULBI) Financial Health: Key Insights for Investors.

Understanding these dynamics is essential for investors looking to make informed decisions about Ultralife Corporation. Continuously monitoring market reactions, analyst perspectives, and investor sentiment provides a comprehensive view of the company's potential and risks.