NASDAQ · Telecommunications

NAPCO SEC TECHNOLOGIES INC NSSC

Napco Security Technologies, Inc. engages in the development, manufacturing, and sale of electronic security systems for commercial, residential, institutional, industrial, and governmental applications in the United States and internationally.

Telecommunications Equipment

Company profile

Business mix

  • The company’s access control systems include various types of identification readers, control panels, PC-based computers, and electronically activated door-locking devices.
  • Its alarm systems include automatic communicators, cellular communication devices, control panels, combination control panels/digital communicators and digital keypad systems, fire alarm control panels, and area detectors.
  • The company also buys and resells various identification readers, video cameras, PC-based computers, and various peripheral equipment for access control and video surveillance systems.
  • It markets and sells its products to independent distributors, dealers, and installers of security equipment.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in security & protection services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 33.92 FCF 4.51% Buyback 2.64%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Fundsmith Terry Smith 0.1% $15.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $55.0M Estimated from net reduced shares
Net share change / base shares -78.4% -1,396,261 / 1,779,857
Fundsmith Terry Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -78.4% 13F value change -$59.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,779,857 Last 1 periods -1,396,261 (-78.4%) Total shares 383,596 Value $15.1M

Recent mentions

No public mentions.