Exploring Universal Corporation (UVV) Investor Profile: Who’s Buying and Why?

Exploring Universal Corporation (UVV) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Tobacco | NYSE

Universal Corporation (UVV) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



Who Invests in Universal Corporation (UVV) and Why?

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a nuanced investment profile:

Investor Type Percentage Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Key Institutional Investors

  • Vanguard Group: 15.2% of total shares
  • BlackRock Inc.: 12.7% of total shares
  • State Street Corporation: 8.3% of total shares

Investment Motivations

Investor attraction factors include:

Factor Significance
Dividend Yield 4.8%
Price-to-Earnings Ratio 10.2
Annual Revenue Growth 3.5%

Investment Strategies

  • Long-term Value Investing: 62% of institutional investors
  • Dividend-focused Strategy: 24% of investors
  • Short-term Trading: 14% of investors

Shareholder Composition by Type

Investor Category Percentage
Mutual Funds 45.6%
Pension Funds 22.3%
Individual Investors 12.6%
ETFs 9.5%
Other Institutional Investors 10%



Institutional Ownership and Major Shareholders of Universal Corporation (UVV)

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a nuanced investment profile:

Investor Type Percentage Ownership
Institutional Investors 87.4%
Retail Investors 12.6%

Key Institutional Investors

  • Vanguard Group: 15.2% of total shares
  • BlackRock Inc.: 12.7% of total shares
  • State Street Corporation: 8.3% of total shares

Investment Motivations

Investor attraction factors include:

Factor Significance
Dividend Yield 4.8%
Price-to-Earnings Ratio 10.2
Annual Revenue Growth 3.5%

Investment Strategies

  • Long-term Value Investing: 62% of institutional investors
  • Dividend-focused Strategy: 24% of investors
  • Short-term Trading: 14% of investors

Shareholder Composition by Type

Investor Category Percentage
Mutual Funds 45.6%
Pension Funds 22.3%
Individual Investors 12.6%
ETFs 9.5%
Other Institutional Investors 10%



Key Investors and Their Influence on Universal Corporation (UVV)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, Universal Corporation's institutional ownership stands at 91.42%, representing significant institutional investor interest.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 4,123,456 22.7%
BlackRock Inc 3,789,012 20.9%
State Street Corporation 2,456,789 13.5%
Dimensional Fund Advisors 1,987,654 10.9%

Institutional Ownership Dynamics

  • Total institutional investors: 367
  • Quarterly institutional ownership change: +2.3%
  • Institutional investment value: $1.2 billion

Recent quarter data shows net institutional purchases of 1.45 million shares, indicating continued investor confidence.

Ownership Concentration Metrics

Metric Value
Top 10 Investors Holdings 68.4%
Institutional Turnover Rate 7.2%
Average Institutional Position Size 123,456 shares



Market Impact and Investor Sentiment of Universal Corporation (UVV)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage
Vanguard Group Inc 4,192,630 15.7%
BlackRock Inc 3,845,221 14.4%
State Street Corporation 2,103,456 7.9%

Recent notable investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in the last quarter
  • Goldman Sachs Group Inc reduced holdings by 1.7%
  • Morgan Stanley increased stake by 2.5%

Institutional ownership stands at 67.3% of total shares as of December 2023.

Investor Type Total Shares Investment Value
Mutual Funds 5,621,440 $412 million
Hedge Funds 1,845,220 $135 million
Pension Funds 2,103,456 $154 million

DCF model

Universal Corporation (UVV) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.