NAPCO Security Technologies, Inc. (NSSC)

Napco Security Technologies, Inc. (NSSC) stock price has seen significant movement, with a gain of 94.10% over the past six months. In August 2025, the company reported strong fiscal fourth-quarter results, exceeding both earnings and revenue expectations. NSSC was upgraded to a Zacks Rank #1 (Strong Buy) on August 28, 2025, and the stock has since returned 14.8%. An ex-dividend reminder was issued for September 12, 2025, with a dividend pay date of October 3, 2025, and the company increased its quarterly dividend to $0.14 per share. In October 2025, Halper Sadeh LLC announced an investigation into whether certain officers and directors breached their fiduciary duties to shareholders. Analyst recommendations for NSSC have included "Moderate Buy," "Outperform," and "Buy," and while the stock experienced plunges in August 2024 and March 2024, it also saw a significant rise in February 2024. The stock was down approximately 40% in the past year due to tariff concerns, distributor destocking, and a lawsuit, but has improved by over 20% in the last three months.

Demand for Napco Security Technologies' products and services is influenced by several factors, indicating a generally growing market with a significant and increasingly stable recurring revenue component. There is a growing worldwide demand for electronic security products and services, driven by crime prevention, mass surveillance, and regulatory compliance. The company anticipates continued growth from connected home radios, fire alarm systems, access control and remote locking systems for schools, and new architectural locks for high-rise condominiums. A substantial and growing portion of Napco's revenue comes from recurring service revenue, which surged 14% to $86.3 million in fiscal 2025, accounting for 48% of total revenue, and is projected to surpass 50% of total revenue in fiscal 2026.

Napco Security Technologies, Inc. (NSSC) designs and manufactures high-tech electronic security devices and solutions for commercial, residential, institutional, industrial, and governmental sectors. The company operates within the Telecommunications sector, specifically in the Telecommunications Equipment industry, and is also categorized under Industrials in the Security & Protection Services industry. Napco's product portfolio includes intrusion and fire alarm systems, access control systems, door locking products, video surveillance products, school safety solutions, and IoT connected home & smart business solutions.

Napco Security Technologies, Inc. is headquartered in Amityville, New York, U.S. The company markets its security solutions throughout North America and has established distribution partnerships to reach customers in Europe, Asia, and Latin America. A majority of its revenue is derived from the United States.

Napco Security Technologies has demonstrated a strong brand reputation in the past year, marked by significant industry recognition and product innovation. In December 2024, Napco Security Technologies achieved the #12 spot on Forbes' 2025 list of "America's Most Successful Small-Cap Companies," a substantial climb from #70 the previous year. The company's reputation has been bolstered by the introduction of innovative products such as the MVP Access Control and Locking System, StarLink Fire Max2, StarLink Intrusion Max2, and the FireLink Fire Control Panel System. Despite these positive developments, the company's reputation faced a challenge due to a lawsuit against management concerning alleged mistrust in forecasting, which negatively impacted investor confidence.

Napco Security Technologies (NASDAQ: NSSC) is primarily owned by institutional shareholders (90.48%), with insiders holding 9.78% and retail investors holding 0.00%. Key institutional investors include BlackRock Inc., Vanguard Group Inc., Copeland Capital Management LLC, and Janus Henderson Group PLC. Cannell Capital LLC is the largest individual shareholder, owning 1.76 million shares, representing 4.93% of the company, and Richard Soloway, the CEO, is also a significant insider owner, holding 3.94% of the shares.