NAPCO Security Technologies, Inc. (NSSC)

In the past six months, Napco Security Technologies' stock has been influenced by several events, including the release of fiscal Q1 2026 results, which showed record net revenues but led to a negative market reaction. Earlier, Q2 CY2025 results beat revenue expectations, with recurring revenue reaching a $94 million run rate. Analyst sentiment has been generally positive, with a consensus rating of "Moderate Buy" and an average target price of $47.50. The company declared a quarterly dividend of $0.14 per share, payable on January 2, 2026. Insider selling of $764,750.00 in company stock was reported in the past three months, with no insider buying.

Demand for Napco Security Technologies' products and services, particularly school safety solutions, does not exhibit significant seasonality. While there was a slowdown in alarm sales, this was attributed to dealer inventories rather than a decrease in end-market demand, with expectations for a reversal in the near future. Management anticipates that Q4 will benefit from seasonal factors and strong sell-through. The company's recurring service revenue model and expansion into new markets are expected to drive greater resilience and predictable long-term earnings.

Napco Security Technologies, Inc. (NSSC) designs and manufactures electronic security solutions for various applications, operating in the Industrials sector, specifically in the Security & Protection Services industry, with some sources categorizing it as Telecommunications or Technology. The company's product portfolio includes intrusion and fire alarm control panels, alarm communicators, access control locks and readers, and video surveillance systems. Key product lines feature hybrid alarm control panels, cellular and IP alarm communicators, and the "Alarm Lock" series of electronic door locks. The company also offers school safety solutions and connected home/smart business systems, operating through divisions like NAPCO Security Systems, Alarm Lock, Marks USA Custom Locking, and Napco Access Pro.

Napco Security Technologies, Inc. develops, manufactures, and sells electronic security products in the United States and internationally, deriving a majority of its revenue from the United States. The company's corporate office is located in Amityville, New York, United States.

Information directly detailing specific events that have affected Napco Security Technologies, Inc.'s brand reputation in the past year is not explicitly available in the provided search results. The company has been actively showcasing new products at industry events like ISC East 2025, highlighting its unified MVP ecosystem for various applications. Management has also emphasized the resilience of its recurring revenue streams and operational discipline in earnings calls.

Institutional investors hold a significant portion of Napco Security Technologies, Inc. stock, ranging from approximately 63.84% to 89.81%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Fundsmith LLP, Janus Henderson Group Plc, Copeland Capital Management, LLC, Doma Perpetual Capital Management LLC, Geode Capital Management, Llc, and Wellington Management Group Llp. Individual investors hold approximately 4.4% of the stock, while retail investors hold around 1.09% to 36.09%. Insiders own between 0.07% and 9.73% of the company's stock. Richard Soloway, the Chairman of the Board, Chief Executive Officer, and Secretary, is a notable individual owner. Cannell Capital LLC is identified as the largest individual shareholder, owning 1.76 million shares, representing 4.93% of the company.