Exploring Zurn Elkay Water Solutions Corporation (ZWS) Investor Profile: Who’s Buying and Why?

Who Invests in Zurn Elkay Water Solutions Corporation (ZWS) and Why?

Who Invests in Zurn Elkay Water Solutions Corporation (ZWS) and Why?

The investor profile for Zurn Elkay Water Solutions Corporation (ZWS) consists of various types of investors with different motivations and strategies. Understanding these investors is crucial for comprehending the company's market performance and long-term viability.

Key Investor Types

• Retail Investors: Individual investors who buy and sell securities for their personal accounts. They typically represent around 30% of the overall trading volume in the stock market.
• Institutional Investors: Entities like pension funds, mutual funds, and insurance companies that manage large portfolios. They hold approximately 85% of all outstanding shares in publicly traded companies.
• Hedge Funds: These are pooled investment funds that employ various strategies to earn active return for their investors. As of the last reporting, hedge funds owned roughly 12% of ZWS’s equity, which indicates significant interest from these sophisticated investors.

Investment Motivations

• Growth Prospects: ZWS has shown impressive revenue growth of approximately 20% year-over-year, attracting investors looking for capital appreciation.
• Dividends: The company offers a dividend yield of around 1.5%, appealing to income-focused investors.
• Market Position: ZWS is a leader in sustainable water solutions, which positions it favorably within the growing environmental, social, and governance (ESG) investment landscape.

Investment Strategies

• Long-term Holding: Many institutional investors adopt this strategy, focusing on ZWS’s fundamental strengths and long-term market trends.
• Short-term Trading: Retail investors often participate in short-term trading based on market sentiment or news related to ZWS’s financial performance.
• Value Investing: Some investors seek to purchase ZWS shares at a bargain price, currently trading at a price-to-earnings (P/E) ratio of around 18, below the industry average P/E of 22.

Key Financial Data

The diversity in investor types, coupled with varying motivations and strategies, contributes to a dynamic investment environment for Zurn Elkay Water Solutions Corporation. Understanding these factors can provide clearer insights into market movements and potential future performance.

Institutional Ownership and Major Shareholders of Zurn Elkay Water Solutions Corporation (ZWS)

Institutional Ownership and Major Shareholders of Zurn Elkay Water Solutions Corporation (ZWS)

As of the latest reporting period, Zurn Elkay Water Solutions Corporation has seen significant interest from various institutional investors. Below is a summary of the top institutional investors and their shareholdings in the company.

Recent changes in ownership indicate a trend among institutional investors. In the last quarter, several key players have adjusted their stakes:

• The Vanguard Group increased its shareholding by 200,000 shares.
• BlackRock reduced its position by 150,000 shares.
• Wellington Management has maintained its existing position without any changes.
• State Street Corporation decreased its stake by 100,000 shares.
• Invesco Ltd. increased its holdings by 50,000 shares.

The presence of institutional investors plays a crucial role in influencing Zurn Elkay’s stock price and overall strategy. Typically, institutional ownership brings not only capital but also stability and governance focus, which can lead to:

• Enhanced credibility with potential investors and partners.
• Increased analytical scrutiny that drives better operational performance.
• Potential for influencing management decisions regarding company strategy, product development, or restructuring.

As of the latest data, institutional ownership of Zurn Elkay stands at approximately 58%, indicating their significant stake in the company. This level of ownership typically correlates with greater stock price stability and potential for active engagement in corporate governance.

Key Investors and Their Influence on Zurn Elkay Water Solutions Corporation (ZWS)

Key Investors and Their Impact on Zurn Elkay Water Solutions Corporation (ZWS)

Zurn Elkay Water Solutions Corporation (ZWS) has attracted a diverse array of investors, with notable contributions from institutional funds, individuals, and activist investors. Understanding who these key investors are can provide insights into their influence on company decisions and stock performance.

Notable Investors

• BlackRock, Inc. - Holds approximately 7.6% of total shares.
• The Vanguard Group, Inc. - Owns around 6.4% of the company’s stock.
• Wellington Management Company LLP - Approximately 5.2% stake in ZWS.
• Invesco Ltd. - Has a reported ownership of about 3.1% of shares.
• Renaissance Technologies - Known for quantitative investing, holds about 2.6% of total shares.

Investor Influence

Key investors like BlackRock and Vanguard have significant influence over Zurn Elkay's strategic direction due to their large ownership stakes. Their investment strategies often prioritize sustainable growth and corporate governance, which can lead to management changes or shifts in business focus. These institutions utilize their voting powers to influence board decisions and advocate for shareholder-friendly policies.

Furthermore, activist investors can sway stock movements significantly. For example, if an activist fund were to accumulate a substantial stake, they might push for operational changes or cost reductions, often leading to short-term volatility in the stock price.

Recent Moves

Recently, there have been notable moves by institutional investors regarding ZWS:

• In Q2 2023, BlackRock purchased an additional 1.2 million shares, increasing their overall stake by 0.8%.
• Wellington Management sold off 0.5 million shares in the same quarter, decreasing their stake by 0.3%.
• Renaissance Technologies reported a new acquisition of 500,000 shares, reflecting a strategic interest in the company.
• The Vanguard Group adjusted its holdings, increasing its position by 0.5 million shares during the latest reporting period.

These movements highlight the dynamic nature of investment in Zurn Elkay Water Solutions Corporation and illustrate how these key players can shape the company's future and its stock performance.

Market Impact and Investor Sentiment of Zurn Elkay Water Solutions Corporation (ZWS)

Market Impact and Investor Sentiment

Investor sentiment toward Zurn Elkay Water Solutions Corporation (ZWS) has shown a generally positive trend, particularly as the demand for sustainable water solutions has increased. As of October 2023, major shareholders like Vanguard Group and BlackRock hold significant stakes, indicating confidence in the company’s growth trajectory.

Recent data highlights that as of Q3 2023, institutional ownership stands at approximately 85%, suggesting that institutional investors are favorably inclined towards ZWS. Analyst ratings have been predominantly bullish, with an average price target of around $28.50, up from previous targets of $25.00.

The market has reacted favorably to the recent acquisition announcements, with a notable increase in stock prices. After the announcement of a strategic partnership in July 2023, ZWS shares rose by 15% within a week. This reflects a robust investor sentiment, likely driven by perceived growth opportunities within the water solutions industry.

To further illustrate these market dynamics, the following table outlines key investor actions and market reactions:

Analysts have noted that the influx of institutional capital has generally correlated with a positive market response. According to a recent survey, 70% of analysts maintain a 'buy' rating, while only 5% rate it as 'sell.' The sentiment surrounding key investors is crucial, as their actions often influence market movements and investor confidence.

In summary, the combination of positive investor sentiment, substantial institutional holdings, and favorable market reactions illustrate ZWS's strong position within the market landscape as of late 2023.