On March 31, 2025, Chuck Royce (Trades, Portfolio) executed a notable transaction involving Forrester Research Inc (FORR, Financial). This transaction saw a reduction of 653,455 shares, marking a 26.28% decrease in the firm's holdings of the stock. The shares were traded at a price of $9.24, which resulted in a -0.06% impact on the portfolio. Post-transaction, the firm holds 1,833,271 shares, with the stock now representing 0.16% of the portfolio and 9.66% of the firm's holdings in Forrester Research Inc.

Chuck Royce (Trades, Portfolio): A Pioneer in Small-Cap Investing

Charles M. Royce is renowned as a pioneer in small-cap investing, having managed the Royce Pennsylvania Mutual Fund since 1972. The firm's investment philosophy is centered on smaller companies with strong balance sheets, a history of success, and potential for future profitability. Royce's approach involves seeking out stocks trading below their estimated enterprise value, focusing on companies with market capitalizations up to $5 billion, and occasionally up to $10 billion. The firm's top holdings include SEI Investments Co (SEIC, Financial), Air Lease Corp (AL, Financial), Enovis Corp (ENOV, Financial), Kennedy-Wilson Holdings Inc (KW, Financial), and Arcosa Inc (ACA, Financial).

Forrester Research Inc: An Overview

Forrester Research Inc, based in the USA, is a provider of independent research, data, and advisory services. The company operates through three segments: Research, Consulting, and Events. With a market capitalization of $182.502 million, Forrester Research Inc is a significant player in the business services industry. The stock is currently priced at $9.615, with a GF Score of 63/100, indicating poor future performance potential. The company's balance sheet ranks 7/10, while its profitability ranks 6/10.

Financial Analysis and Market Performance

Forrester Research Inc's stock is currently priced at $9.615, with a GF Value of $23.78, suggesting a possible value trap. The stock has experienced a year-to-date price change of -38.4% and a price change since IPO of -12.59%. The momentum and growth ranks are notably low, with a Price to GF Value ratio of 0.40. The company's operating margin growth is 8.30%, while its revenue growth over the past three years is -3.90%.

Largest Guru Holding Forrester Research Inc

The largest guru holding shares of Forrester Research Inc is Hotchkis & Wiley Capital Management LLC. However, the specific share percentage held by this firm is not provided. This indicates a significant interest in Forrester Research Inc from major investment firms, despite the recent reduction by Chuck Royce (Trades, Portfolio).

Transaction Analysis

The reduction in Forrester Research Inc holdings by Chuck Royce (Trades, Portfolio) reflects a strategic decision to adjust the firm's portfolio. The transaction's impact on the portfolio was minimal at -0.06%, suggesting a calculated move to optimize the firm's investment strategy. Despite the reduction, Forrester Research Inc still represents a notable portion of the firm's holdings, indicating continued confidence in the company's potential. The stock's current valuation and performance metrics suggest caution, but the firm's ongoing interest highlights the potential for future profitability.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.