NAPCO Security Technologies (NASDAQ:NSSC) Coverage Initiated by Analysts at TD Cowen

Research analysts at TD Cowen began coverage on shares of NAPCO Security Technologies (NASDAQ:NSSC) in a report issued on Tuesday, MarketBeat.com reports. The brokerage set a “buy” rating and a $45.00 price target on the industrial products company’s stock. TD Cowen‘s price target indicates a potential upside of 41.64% from the company’s previous close.

A number of other equities analysts also recently commented on the company. DA Davidson set a $52.00 price target on NAPCO Security Technologies in a research note on Tuesday, August 25th. Needham & Company LLC decreased their price target on NAPCO Security Technologies from $49.00 to $43.00 and set a “buy” rating for the company in a research note on Monday. Benchmark reiterated a “buy” rating on shares of NAPCO Security Technologies in a research note on Tuesday, August 25th. Finally, Weiss Ratings upgraded NAPCO Security Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. Five investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $46.50.

NAPCO Security Technologies Stock Performance

NASDAQ:NSSC opened at $31.77 on Tuesday. The company has a market capitalization of $1.14 billion, a price-to-earnings ratio of 19.94 and a beta of 1.49. NAPCO Security Technologies has a one year low of $31.00 and a one year high of $51.77. The stock has a 50-day simple moving average of $36.27 and a 200 day simple moving average of $39.03.

NAPCO Security Technologies (NASDAQ:NSSC) last posted its quarterly earnings results on Monday, November 2nd. The industrial products company reported $0.34 EPS for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.04). The firm had revenue of $49.98 million during the quarter, compared to analyst estimates of $52.05 million. NAPCO Security Technologies had a return on equity of 30.46% and a net margin of 21.60%. The firm’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same quarter last year, the business posted $0.34 earnings per share. On average, equities research analysts forecast that NAPCO Security Technologies will post 1.68 EPS for the current fiscal year.

Insider Buying and Selling

In other NAPCO Security Technologies news, Director Donna Soloway sold 28,000 shares of NAPCO Security Technologies stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $35.98, for a total value of $1,007,440.00. Following the completion of the transaction, the director directly owned 20,962 shares in the company, valued at $754,212.76. The trade was a 57.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Chairman Richard Soloway sold 379,529 shares of NAPCO Security Technologies stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $34.50, for a total value of $13,093,750.50. Following the completion of the transaction, the chairman owned 621,958 shares of the company’s stock, valued at approximately $21,457,551. The trade was a 37.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 523,962 shares of company stock valued at $18,257,168. 2.96% of the stock is currently owned by insiders.

Hedge Funds Weigh In On NAPCO Security Technologies

A number of hedge funds and other institutional investors have recently bought and sold shares of NSSC. BlackRock Inc. bought a new stake in NAPCO Security Technologies during the second quarter worth approximately $213,928,000. Copeland Capital Management LLC raised its holdings in NAPCO Security Technologies by 41.4% during the first quarter. Copeland Capital Management LLC now owns 2,009,089 shares of the industrial products company’s stock worth $79,138,000 after purchasing an additional 588,297 shares in the last quarter. Jupiter Topco LLC bought a new stake in NAPCO Security Technologies during the second quarter worth approximately $63,855,000. Wellington Management Group LLP raised its holdings in NAPCO Security Technologies by 18.6% during the second quarter. Wellington Management Group LLP now owns 1,102,280 shares of the industrial products company’s stock worth $41,865,000 after purchasing an additional 172,681 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in NAPCO Security Technologies by 4.7% during the first quarter. Dimensional Fund Advisors LP now owns 702,852 shares of the industrial products company’s stock worth $27,683,000 after purchasing an additional 31,609 shares in the last quarter. 85.07% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about NAPCO Security Technologies

Here are the key news stories impacting NAPCO Security Technologies this week:

• Positive Sentiment: Recurring service revenue rose 11.5%, with margins above 90%, and the recurring-revenue run rate reached about $106 million. The company also reiterated a 26%–27% full-year equipment margin target. Napco recurring revenue growth offsets softer equipment sales
• Positive Sentiment: NAPCO declared a quarterly dividend of $0.17 per share, equivalent to $0.68 annually. NAPCO Security Technologies company information
• Negative Sentiment: Q1 adjusted EPS of $0.34 missed the $0.38 consensus, while revenue of $50.0 million came in below estimates of about $52.0 million. Revenue grew just 1.6% year over year, and equipment sales declined amid a distributor pullback—raising concerns about weaker hardware demand. NAPCO Security Q1 2027 earnings and distributor pullback
• Negative Sentiment: The earnings miss coincided with NSSC breaking below its 200-day moving average, a technical signal that can weigh on investor sentiment. NAPCO stock breaks below 200-day moving average after earnings miss
• Negative Sentiment: Lake Street, TD Cowen, and Needham each lowered their price targets, although all retained Buy ratings. The cuts suggest analysts have tempered expectations following the quarter. TD Cowen analyst recommendations

About NAPCO Security Technologies

NAPCO Security Technologies, Inc develops, manufactures and sells electronic security products and solutions for commercial, institutional, industrial and residential applications. Its offerings include intrusion alarm systems, access control systems, fire alarm products, locking systems and related communications technologies.

The company markets products under brands that include NAPCO, StarLink, Alarm Lock, Continental Instruments and Firewolf. Its solutions are designed to support security dealers, alarm monitoring providers, systems integrators and other professional-channel customers, including applications in schools, healthcare facilities, businesses and government buildings.

Founded in 1969, NAPCO is headquartered in Amityville, New York.