NSSC

NAPCO SECURITY TECHNOLOGIES, INC

Nasdaq · Communications Equipment, NEC · Inc. DE · CIK 0000069633
$37.22 +2.17% $1.3B
27 New Institutional Positions7 Institutional Exits
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$888.1M
Inst. Activity27 buys / 7 sells
Insider Activity0B / 3S
Insider Net $-$14.6M
SEC Reports1
Exchange Nasdaq·Sector Communications Equipment, NEC·Inc. DE·CIK 0000069633·Prev Close $36.43

Recent Activity

May 18, 2026 Insider
Soloway Donna Anne acquired via exercise 3,600 shares
Director @ $4.35 ($15.7K)
May 4, 2026 SEC
NAPCO reported fiscal Q3 2026 results with strong underlying growth (revenue +11.8% YoY to $49.2M, non-GAAP EPS +39% to
8-K — Impact 6/10
May 4, 2026 earnings_calendar
NSSC Q3 2026 Earnings Scheduled — 2026-05-04
Mar 17, 2026 Insider
Spinelli Stephen M surrendered for taxes 3,212 shares
Senior Vice President of Sales @ $43.59 ($140.0K)
Mar 17, 2026 Insider
Spinelli Stephen M acquired via exercise 13,972 shares
Senior Vice President of Sales @ $10.02 ($140.0K)
Inst.
BlackRock, Inc. — ADD
5,681,770 shares ($223.8M)
Inst.
STATE STREET CORP — ADD
1,431,503 shares ($56.5M)

Price Targets

$50.33 +35.2% upside Strong Buy
Current $37.22 Low $48.00 Median $50.00 High $53.00 6 analysts
$48.00 $53.00

Analyst Ratings

Strong Buy92% buy · 12 analysts
2Strong Buy
9Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 DA Davidson MAINTAIN Buy → Buy
May 5, 2026 TD Cowen MAINTAIN Buy → Buy
Feb 4, 2026 DA Davidson MAINTAIN Buy → Buy
Feb 3, 2026 DA Davidson MAINTAIN Buy → Buy
Feb 3, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.38 ▼ -5.0% $0.38 — $0.38 5% YoY 2
Next Q $0.39 ▼ -1.3% $0.37 — $0.40 11% YoY 2
Current FY $1.49 ▲ +1.4% $1.48 — $1.50 18% YoY 2
Next FY $1.62 ▲ +0.6% $1.61 — $1.63 9% YoY 2

Latest Reports

MIXED 8-K 6/10
NAPCO reported fiscal Q3 2026 results with strong underlying growth (revenue +11.8% YoY to $49.2M, non-GAAP EPS +39% to
May 4, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$223.8MADD
VANGUARD CAPITAL MANAGEMENT LLC$59.3M—
VANGUARD PORTFOLIO MANAGEMENT LLC$57.7M—
STATE STREET CORP$56.5MADD
JANUS HENDERSON GROUP PLC$56.1M—

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Soloway DonnaM$15.7K
Mar 17, 2026Spinelli StephenF$140.0K
Mar 17, 2026Spinelli StephenM$140.0K
Mar 3, 2026SOLOWAY RICHARDSELL$2.4M
Mar 2, 2026SOLOWAY RICHARDSELL$5.8M
50 institutional holders with $888.1M total value (22,540,665 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 27 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,681,770$223.8M25.2%ADD +76.2%
2VANGUARD CAPITAL MANAGEMENT LLC1,505,177$59.3M6.7%—
3VANGUARD PORTFOLIO MANAGEMENT LLC1,464,212$57.7M6.5%—
4STATE STREET CORP1,431,503$56.5M6.4%ADD +59.7%
5JANUS HENDERSON GROUP PLC1,424,963$56.1M6.3%—
6WELLINGTON MANAGEMENT GROUP LLP929,599$36.6M4.1%—
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP846,040$33.3M3.8%DOUBLED +668.4%
8PRUDENTIAL FINANCIAL INC750,030$29.5M3.3%NEW
9DIMENSIONAL FUND ADVISORS LP702,852$27.7M3.1%—
10FIRST TRUST ADVISORS LP685,189$27.0M3.0%ADD +26.2%
11Point72 Asset Management, L.P.482,272$19.0M2.1%ADD +87.0%
12ROYAL BANK OF CANADA476,558$18.8M2.1%—
13MORGAN STANLEY464,861$18.3M2.1%—
14RENAISSANCE TECHNOLOGIES LLC436,800$17.2M1.9%ADD +31.1%
15GOLDMAN SACHS GROUP INC403,294$15.9M1.8%—
16ENVESTNET ASSET MANAGEMENT INC375,638$14.8M1.7%—
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC338,560$13.3M1.5%—
18CAPTRUST FINANCIAL ADVISORS274,419$10.8M1.2%ADD +48.0%
19FEDERATED HERMES, INC.269,642$10.6M1.2%ADD +48.0%
20CONGRESS ASSET MANAGEMENT CO252,402$9.9M1.1%ADD +39.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD3,224,5055,681,770+76.2%$223.8M2026-Q1
STATE STREET CORPADD896,3151,431,503+59.7%$56.5M2026-Q1
PRUDENTIAL FINANCIAL INCNEW—750,030—$29.5M2026-Q1
Point72 Asset Management, L.P.ADD257,840482,272+87.0%$19.0M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD333,200436,800+31.1%$17.2M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD185,462274,419+48.0%$10.8M2026-Q1
CONGRESS ASSET MANAGEMENT COADD181,393252,402+39.1%$9.9M2026-Q1
BANK OF AMERICA CORP /DE/TRIM310,600221,765-28.6%$8.7M2026-Q1
Russell Investments Group, Ltd.ADD146,957213,787+45.5%$8.4M2026-Q1
Nuveen, LLCDOUBLED73,770199,129+169.9%$7.8M2026-Q1
Trexquant Investment LPADD132,041171,138+29.6%$6.7M2026-Q1
SEI INVESTMENTS COADD94,514131,418+39.0%$5.2M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED56,023127,554+127.7%$5.0M2026-Q1
Invesco Ltd.DOUBLED49,109124,389+153.3%$4.9M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED17,150121,452+608.2%$4.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM185,64599,238-46.5%$3.9M2026-Q1
RHUMBLINE ADVISERSDOUBLED44,74093,566+109.1%$3.7M2026-Q1
Legal & General Group PlcDOUBLED37,97083,236+119.2%$3.3M2026-Q1
Gotham Asset Management, LLCDOUBLED20,49646,082+124.8%$1.8M2026-Q1
DEUTSCHE BANK AG\TRIM101,80031,475-69.1%$1.2M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD20,09727,984+39.2%$1.1M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD17,37523,989+38.1%$944.9K2026-Q1
State of Tennessee, Department of TreasuryDOUBLED7,62023,544+209.0%$927.4K2026-Q1
Magnetar Financial LLCADD14,89422,692+52.4%$893.8K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD11,98117,099+42.7%$681.7K2026-Q1
5 unique insiders with 13 transactions. Net insider value: -$14.6M ($0.00 bought, $14.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Soloway Donna AnneDirectorEXERCISE3,600$4.35$15.7K
Mar 17, 2026Spinelli Stephen MSenior Vice President of SalesTAX W/H3,212$43.59$140.0K
Mar 17, 2026Spinelli Stephen MSenior Vice President of SalesEXERCISE13,972$10.02$140.0K
Mar 3, 2026SOLOWAY RICHARDCEO, Chairman of Board, SecySELL55,318$43.22$2.4M
Mar 2, 2026SOLOWAY RICHARDCEO, Chairman of Board, SecySELL129,682$44.99$5.8M
Feb 26, 2026CARRIERI MICHAELExecutive VP of EngineeringEXERCISE10,000$22.50$224.9K
Feb 19, 2026BUCHEL KEVIN SPresident & COOEXERCISE50,000$22.50$1.1M
Feb 19, 2026BUCHEL KEVIN SPresident & COOTAX W/H33,560$44.98$1.5M
Feb 19, 2026BUCHEL KEVIN SPresident & COOEXERCISE50,000$22.50$1.1M
Feb 19, 2026BUCHEL KEVIN SPresident & COOTAX W/H33,560$44.98$1.5M
Feb 10, 2026SOLOWAY RICHARDCEO, Chairman of Board, SecyTAX W/H74,878$42.63$3.2M
Feb 10, 2026SOLOWAY RICHARDCEO, Chairman of Board, SecyEXERCISE100,000$22.50$2.2M
Feb 5, 2026SOLOWAY RICHARDCEO, Chairman of Board, SecySELL150,000$42.74$6.4M
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.0/10.
MIXED 8-K 6/10
NAPCO reported fiscal Q3 2026 results with strong underlying growth (revenue +11.8% YoY to $49.2M, n
May 4, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 12 analysts: 2 strong buy, 9 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$50.33 mean target +35.2% upside Strong Buy (3.00)
$48.00 Low $53.00 High
MetricValue
Current Price$37.22
Target Low$48.00
Target Mean$50.33
Target Median$50.00
Target High$53.00
# Analysts6
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.38 $0.38 $0.38 5.2% -5.0% 0↑ 1↓ $0.1B 3.6% 2
Next Q
2026-09-30
 $0.39 $0.37 $0.40 11.4% -1.3% 1↑ 0↓ $0.1B 8.0% 2
Current FY
2026-06-30
 $1.49 $1.48 $1.50 17.9% +1.4% 1↑ 0↓ $0.2B 9.6% 2
Next FY
2027-06-30
 $1.62 $1.61 $1.63 8.7% +0.6% 1↑ 0↓ $0.2B 10.0% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.380
7d ago$0.400-0.020
30d ago$0.400-0.020
60d ago$0.400-0.020
90d ago$0.400-0.020
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 DA Davidson MAINTAIN Buy Buy
May 5, 2026 TD Cowen MAINTAIN Buy Buy
Feb 4, 2026 DA Davidson MAINTAIN Buy Buy
Feb 3, 2026 DA Davidson MAINTAIN Buy Buy
Feb 3, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262910092%
May 1, 20262910092%
Apr 1, 20262910092%
Mar 1, 20262910092%
Feb 1, 20262910092%
Jan 1, 20262910092%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 4, 2026
earnings_calendar
NSSC Q3 2026 Earnings Scheduled — 2026-05-04
Mar 16, 2026
short_interest
FTD: NSSC — 25,364 shares ($1.1M) failed to deliver
Settlement: 20260316, Price: $42.57, FTD Value: $1,079,745.48, NAPCO SECURITY TECHNOLOGIES IN
Feb 17, 2026
short_interest
FTD: NSSC — 14,933 shares ($0.7M) failed to deliver
Settlement: 20260217, Price: $44.15, FTD Value: $659,291.95, NAPCO SECURITY TECHNOLOGIES IN