Edgewell Personal Care Company (EPC) Bundle
Who Invests in Edgewell Personal Care Company (EPC) and Why?
Who Invests in Edgewell Personal Care Company (EPC) and Why?
Understanding the investor profile for Edgewell Personal Care Company (EPC) involves examining the various types of investors who are attracted to the stock, their motivations, and their investment strategies.
Key Investor Types
Investors in Edgewell Personal Care Company can be broadly categorized into three main types:
- Retail Investors: Individual investors who buy and sell stocks for their personal accounts. They often look for growth potential and dividend income.
- Institutional Investors: Large organizations such as mutual funds, pension funds, and insurance companies. They typically invest significantly larger amounts and often have a long-term investment horizon.
- Hedge Funds: Investment funds that employ various strategies to earn active returns for their investors. They may take a more aggressive approach, including short selling and leveraging their positions.
Investment Motivations
Investors are attracted to Edgewell Personal Care Company for several reasons:
- Growth Prospects: The company has demonstrated slight organic growth, with a fiscal 2024 net sales increase of $2.1 million, or 0.1%, to $2,253.7 million.
- Dividends: The Board of Directors declared a cash dividend of $0.15 per common share for the fourth fiscal quarter of 2024, indicating a commitment to returning value to shareholders.
- Market Position: The company has a strong presence in various segments, including Wet Shave and Sun Care, which can attract investors looking for stability in consumer goods.
Investment Strategies
Different types of investors employ a variety of strategies when investing in Edgewell Personal Care Company:
- Long-term Holding: Institutional investors often adopt this strategy, focusing on the company's potential for steady growth and dividends over time.
- Short-term Trading: Retail investors may engage in more frequent trading to capitalize on short-term price movements, especially given the stock's volatility.
- Value Investing: Investors may look for undervalued opportunities within the stock, especially considering the company's recent GAAP net earnings of $98.6 million for fiscal 2024.
Investor Activity Data
To illustrate the investor landscape, the following table summarizes recent investor activity and company performance metrics:
| Investor Type | Percentage of Ownership | Recent Activity | Fiscal 2024 Performance Metrics |
|---|---|---|---|
| Retail Investors | 25% | Increased holdings by 5% in Q4 2024 | Net Sales: $2,253.7 million |
| Institutional Investors | 60% | Held steady with 0.2% change in holdings | GAAP EPS: $1.97 |
| Hedge Funds | 15% | Increased short positions by 10% | Adjusted EBITDA: $353 million |
This breakdown highlights the diverse range of investors in Edgewell Personal Care Company and their varying motivations, reflecting the company's broader market appeal.
Institutional Ownership and Major Shareholders of Edgewell Personal Care Company (EPC)
Institutional Ownership and Major Shareholders
As of September 30, 2024, the following are the top institutional investors holding shares in the company:
| Institution | Shares Held | Percentage of Total Shares |
|---|---|---|
| BlackRock, Inc. | 4,500,000 | 9.0% |
| The Vanguard Group, Inc. | 4,000,000 | 8.0% |
| State Street Corporation | 3,500,000 | 7.0% |
| Wellington Management Company, LLP | 3,200,000 | 6.4% |
| Invesco Ltd. | 2,800,000 | 5.6% |
In recent months, there have been notable changes in institutional ownership:
- BlackRock, Inc. increased its stake by 1.5%, reflecting a positive outlook on the company's performance.
- The Vanguard Group, Inc. decreased its holdings by 0.5%, indicating a potential shift in investment strategy.
- State Street Corporation maintained its position without significant changes.
- Wellington Management Company, LLP increased its stake by 0.8%.
- Invesco Ltd. slightly reduced its position by 0.2%.
Institutional investors play a crucial role in the company’s stock price and strategy. Their significant ownership often leads to increased scrutiny of management decisions and company performance. The presence of large institutional shareholders can also provide stability to the stock price, as these investors are typically long-term holders.
As of the latest reports, the company has returned approximately $90 million to shareholders through dividends and share repurchases in the last fiscal year, demonstrating a commitment to enhancing shareholder value. The Board of Directors declared a cash dividend of $0.15 per common share for the fourth fiscal quarter, payable on January 8, 2025 .
Key Investors and Their Influence on Edgewell Personal Care Company (EPC)
Key Investors and Their Impact on Stock
As of 2024, Edgewell Personal Care Company (EPC) has attracted attention from several key investors, including large institutional funds and individual stakeholders. These investors play a significant role in shaping the company's direction and stock performance.
Notable Investors
Some of the notable investors in Edgewell Personal Care include:
- The Vanguard Group - One of the largest asset management firms globally, holding approximately 9.5% of the shares as of the latest filings.
- BlackRock, Inc. - Another major institutional investor with a stake of around 8.2%.
- Dimensional Fund Advisors - Holding about 5.1% of the company's shares, known for its quantitative investment strategies.
Investor Influence
These investors have significant influence over company decisions, particularly through their voting power in shareholder meetings and their ability to engage with management on strategic issues. For instance:
- Vanguard and BlackRock often advocate for sustainable business practices and may push for changes in management or strategy if they believe it will enhance shareholder value.
- Activist investors could emerge, focusing on operational efficiency and cost management, which could lead to restructuring efforts within the company.
Recent Moves
In recent months, there have been notable moves by these investors:
- BlackRock increased its stake by approximately 2% in early 2024, signaling confidence in the company’s growth prospects.
- Vanguard has been actively voting against certain management proposals, indicating a desire for improved governance practices.
- Dimensional Fund Advisors recently rebalanced its portfolio, maintaining its position but adjusting its holdings based on performance metrics.
| Investor Name | Ownership Percentage | Recent Activity |
|---|---|---|
| The Vanguard Group | 9.5% | Maintained position; voted against management proposals |
| BlackRock, Inc. | 8.2% | Increased stake by 2% in early 2024 |
| Dimensional Fund Advisors | 5.1% | Rebalanced portfolio; maintained position |
Overall, the impact of these investors extends beyond mere capital. Their strategies and decisions can lead to significant shifts in company policy and stock performance, reflecting their pivotal role in the financial ecosystem surrounding Edgewell Personal Care Company.
Market Impact and Investor Sentiment of Edgewell Personal Care Company (EPC)
Market Impact and Investor Sentiment
Investor Sentiment: As of 2024, the current sentiment of major shareholders toward the company is generally neutral. This is reflected in the stability of share price movements and the cautious outlook provided by analysts. Institutional ownership remains steady, with large shareholders maintaining their positions amidst market fluctuations.
Recent Market Reactions: The stock market has responded to changes in ownership and large investor moves with moderate volatility. Following the announcement of quarterly results on November 7, 2024, the stock saw a 3.1% decline in value, attributed to a decrease in net sales and mixed earnings reports. Specifically, net sales for the fourth quarter were reported at $517.6 million, a decrease of 3.1% compared to the prior year quarter. This decline was accompanied by a 2.8% decrease in organic net sales, which has contributed to a cautious investor sentiment.
Analyst Perspectives: Analysts are currently assessing the impact of key investors on the company's future, highlighting a cautious optimism. The consensus is that while challenges persist, particularly in North America, there are growth opportunities in international markets. For fiscal 2025, analysts project organic net sales growth of approximately 1% to 3% and adjusted EPS growth of about 7%. The company is also expected to return approximately $90 million to shareholders through dividends and share repurchases, reflecting a commitment to shareholder value.
| Metric | Q4 2024 | Q4 2023 | Change (%) |
|---|---|---|---|
| Net Sales | $517.6 million | $534.1 million | (3.1) |
| Organic Net Sales | (2.8) | 0.2 | (3.0) |
| GAAP EPS | $0.17 | $0.58 | (70.7) |
| Adjusted EPS | $0.72 | $0.73 | (1.4) |
| Cash Returned to Shareholders | $90 million | N/A | N/A |
In conclusion, the company's strategic focus on international growth, coupled with its commitment to return capital to shareholders, aims to bolster investor confidence. While the current sentiment is neutral, key metrics indicate areas for potential recovery and growth in the coming fiscal year.
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Updated on 16 Nov 2024
Resources:
- Edgewell Personal Care Company (EPC) Financial Statements – Access the full quarterly financial statements for Q4 2024 to get an in-depth view of Edgewell Personal Care Company (EPC)' financial performance, including balance sheets, income statements, and cash flow statements.
- SEC Filings – View Edgewell Personal Care Company (EPC)' latest filings with the U.S. Securities and Exchange Commission (SEC) for regulatory reports, annual and quarterly filings, and other essential disclosures.