Sei Investments Co. Has $28.01 Million Stock Position in Simpson Manufacturing Company, Inc. $SSD

Key Points

• Sei Investments increased its Simpson Manufacturing stake by 5.8% in the first quarter, owning 163,201 shares valued at approximately $28.01 million. Institutional investors and hedge funds collectively hold 93.68% of SSD’s shares.
• Simpson reported strong second-quarter results, with revenue rising 6.3% year over year to $671.1 million and EPS reaching $3.09, well above the $2.72 analyst consensus. Operating income also increased 20.6% to $169.1 million.
• The company repurchased $48.7 million of stock, expanded its buyback authorization by $50 million, and declared a quarterly dividend of $0.30 per share. Analysts maintain a “Moderate Buy” consensus with a $214.75 target price, though valuation assessments remain mixed.

Sei Investments Co. increased its stake in shares of Simpson Manufacturing Company, Inc. (NYSE:SSD - Free Report) by 5.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 163,201 shares of the construction company's stock after acquiring an additional 8,923 shares during the period. Sei Investments Co. owned about 0.40% of Simpson Manufacturing worth $28,008,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of SSD. Bank of Montreal Can increased its position in shares of Simpson Manufacturing by 11,044.7% during the 4th quarter. Bank of Montreal Can now owns 678,490 shares of the construction company's stock worth $109,556,000 after purchasing an additional 672,402 shares during the last quarter. Norges Bank bought a new stake in shares of Simpson Manufacturing during the 4th quarter worth approximately $85,140,000. Victory Capital Management Inc. boosted its holdings in shares of Simpson Manufacturing by 6,234.7% in the 4th quarter. Victory Capital Management Inc. now owns 397,947 shares of the construction company's stock valued at $64,257,000 after buying an additional 391,665 shares during the last quarter. Capital International Investors boosted its holdings in shares of Simpson Manufacturing by 93.7% in the 4th quarter. Capital International Investors now owns 663,195 shares of the construction company's stock valued at $107,086,000 after buying an additional 320,870 shares during the last quarter. Finally, ValueAct Holdings L.P. grew its stake in shares of Simpson Manufacturing by 21.9% in the fourth quarter. ValueAct Holdings L.P. now owns 1,472,142 shares of the construction company's stock valued at $237,707,000 after buying an additional 264,200 shares in the last quarter. 93.68% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Simpson Manufacturing

Here are the key news stories impacting Simpson Manufacturing this week:

• Positive Sentiment: Simpson reported second-quarter revenue of $671.1 million, up 6.3% year over year and ahead of the $658.8 million analyst estimate. Diluted EPS of $3.09 exceeded the $2.72 consensus and rose 25.1% from $2.47 a year earlier. Simpson Manufacturing Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Operating income increased 20.6% to $169.1 million, supported by the higher sales and stronger profitability. Net margin was 14.92% and return on equity was 17.72%, reinforcing the company’s solid operating performance. Simpson Manufacturing Announces Second-Quarter Results and Updates Guidance
• Positive Sentiment: Capital returns added support: Simpson repurchased $48.7 million of stock during the quarter, increased its repurchase authorization by $50 million, and declared a $0.30-per-share dividend. Capital Returns and Second-Quarter Results
• Neutral Sentiment: The earnings-call transcript and presentation provide additional detail on management’s updated 2026 guidance and business outlook. Investors will likely assess whether the revised outlook supports the current valuation and consensus EPS expectations of approximately $9.08 for the year. Q2 2026 Earnings Call Transcript
• Negative Sentiment: Valuation remains a potential constraint. One analysis estimated SSD to be about 4% overvalued despite strong cash flow, while another saw roughly 11% upside based on dividend and earnings considerations. This disagreement may limit enthusiasm after the earnings beat. Simpson Manufacturing Stock Valuation Analysis

Simpson Manufacturing Stock Performance

Shares of NYSE SSD opened at $192.82 on Tuesday. The company has a current ratio of 3.40, a quick ratio of 2.02 and a debt-to-equity ratio of 0.17. Simpson Manufacturing Company, Inc. has a 12 month low of $156.32 and a 12 month high of $213.49. The stock has a 50 day moving average of $192.57 and a 200-day moving average of $186.97. The company has a market capitalization of $7.93 billion, a P/E ratio of 22.60 and a beta of 1.30.

Simpson Manufacturing (NYSE:SSD - Get Free Report) last posted its quarterly earnings results on Monday, July 27th. The construction company reported $3.09 earnings per share for the quarter, beating analysts' consensus estimates of $2.72 by $0.37. Simpson Manufacturing had a return on equity of 17.72% and a net margin of 14.92%.The business had revenue of $671.08 million for the quarter, compared to analysts' expectations of $658.76 million. During the same quarter in the prior year, the business earned $2.47 EPS. The firm's revenue for the quarter was up 6.3% on a year-over-year basis. As a group, equities research analysts predict that Simpson Manufacturing Company, Inc. will post 9.08 EPS for the current year.

Simpson Manufacturing Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 22nd. Shareholders of record on Thursday, October 1st will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, October 1st. Simpson Manufacturing's payout ratio is currently 14.07%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Wall Street Zen downgraded shares of Simpson Manufacturing from a "buy" rating to a "hold" rating in a report on Sunday, May 17th. Stephens increased their price target on shares of Simpson Manufacturing from $200.00 to $210.00 and gave the company an "equal weight" rating in a research note on Tuesday, April 28th. Robert W. Baird lifted their price objective on shares of Simpson Manufacturing from $216.00 to $220.00 and gave the company an "outperform" rating in a research report on Tuesday, April 28th. Weiss Ratings upgraded shares of Simpson Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday. Finally, Stifel Nicolaus boosted their price objective on shares of Simpson Manufacturing from $205.00 to $217.00 and gave the stock a "buy" rating in a research note on Tuesday, April 28th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $214.75.

Simpson Manufacturing Company Profile

Simpson Manufacturing Co, Inc, through its Simpson Strong-Tie® brand, is a leading global supplier of structural building products. The company specializes in the design, testing, manufacture and supply of connectors, anchors, fasteners and lateral systems that enhance the safety and performance of wood, concrete and masonry structures. Its product portfolio also includes repair and strengthening systems, concrete reinforcement and high-performance adhesives used in residential, commercial and industrial construction projects.

Founded in 1956 by Barclay Simpson in Oakland, California, Simpson Manufacturing has grown from a single product business into a diversified manufacturer with worldwide operations.

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