NPS Reduces Stake in NH Investment & Securities to 8.36%: What Happened?

On September 1, 2025, the NPS announced a reduction in its stake in NH Investment & Securities from 9.38% to 8.36%. This was due to ‘simple additional acquisition/disposal,’ with no specific reasons disclosed.

Stake Reduction: Why Does It Matter? Impact on Investors

Stake changes by large institutional investors like the NPS can significantly impact the market. This reduction could lead to short-term downward pressure on stock prices and dampen investor sentiment. However, the impact could be limited depending on NH Investment & Securities’ solid fundamentals, positive business outlook, and the actions of other institutional investors. Positive factors like the increase in total assets and equity capital, growth in net operating income, and the increase in overseas stock commission fees can act as mid-to-long-term growth drivers.

What Should Investors Do? Key Checkpoints

  • Further selling by NPS: Monitor the possibility of further stake changes.
  • Actions of other institutional investors: If other institutional investors buy, downward pressure on the stock price may be mitigated.
  • NH Investment & Securities’ earnings announcements: Check for changes in fundamentals through future earnings announcements, paying attention to the results of IMA operator authorization and Nextrade business promotion.
  • Macroeconomic indicators: Consider the impact of changes in macroeconomic indicators such as interest rates, exchange rates, and oil prices on the securities industry as a whole.

While this event may cause short-term stock price volatility, it is unlikely to significantly impact the mid-to-long-term fundamentals of NH Investment & Securities. It is important to make investment decisions carefully based on market conditions and additional information.