Napco Security Technologies (NSSC)
Builds locks, alarms, access-control systems, and cellular security services for dealers and installers.
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Sells physical-security hardware and recurring cellular/cloud communication services through independent distributors, dealers, and installers. One operating segment spans door locks, intrusion and fire alarms, access-control platforms, and StarLink services, with the service model now roughly half of recent revenue.
Designs and manufactures professional physical-security equipment for commercial, residential, institutional, industrial, and government settings. The portfolio spans Napco Security Systems intrusion and fire alarm products, Alarm Lock and Marks USA locking hardware, Napco Access Pro access-control platforms, and StarLink cellular/cloud communication services.
Sells mainly through independent distributors, dealers, and installers rather than a direct consumer channel. US headquarters and Dominican Republic manufacturing support a single operating segment built around equipment sales plus recurring service fees for connected alarm communicators and smart security devices.
Manufacturing under one roof across locks, alarms, access control, connectivity, and locking devices is the stated differentiation. Execution depends on dealer adoption, reliable cellular/cloud connectivity, inventory controls, and the recurring-service platform installers use through the Networx Operations Center.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | D.A. Davidson | Target | Target: $50 | Target: $52 |
| Feb 2, 2026 | Needham | Target | Target: $37 | Target: $49 |
| Nov 4, 2025 | TD Cowen | Upgrade | ||
| Oct 17, 2025 | Mizuho Securities | Target | Target: — | Target: $48 |
| Oct 10, 2025 | Lake Street | Reiterate | Rating: —Target: $39 | Target: $50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $137.6M · Total debt $5.2M · Total assets $238.7M · Shareholders' equity $191.0M
- Revenue
- $55.8M
- Operating income
- $18.4M
- Net income
- $17.8M
HistoryDividendAnnual yield
| Institutions | ≈ 102.73% | 36.74M shares | |
|---|---|---|---|
| 262 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.07% | 739.4K shares | |
| 4 holders · as of Aug 28, 2026 | |||
| Adds to | 104.80% | ||
35.77M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.80%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.75% | 5.63M | as of Jun 30, 2026 |
Copeland Capital Management, LLCInstitution | 5.64% | 2.02M | as of Jun 30, 2026 |
Jupiter Topco LLCInstitution | 4.70% | 1.68M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.27% | 1.53M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.21% | 1.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Richard Soloway | director, officer: Founder and Executive Chairman | −379,529 | $34.50 |
| Aug 26, 2026 | Richard Soloway | director, officer: Founder and Executive Chairman | −95,471 | $35.93 |
| Aug 27, 2026 | Donna Anne Soloway | director | −20,962 | $34.62 |
| Aug 26, 2026 | Donna Anne Soloway | director | −28,000 | $35.98 |
| Mar 3, 2026 | Richard Soloway | director, officer: CEO, Chairman of Board, Secy | −55,318 | $43.22 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Napco Security Technologies | $35.94 | +0.32% | $1.28B | 29.8 | 21.8 | 6.3 | +10.0% |
| Alarm.com | $53.24 | +0.19% | $2.63B | 23.5 | 18.2 | 2.5 | +9.2% |
| Allegion | $153.95 | +1.71% | $12.87B | 19.9 | 16.4 | 3.0 | +12.7% |
| Resideo Technologies | $18.95 | +0.74% | $2.86B | 8.0 | 10.6 | 0.4 | +2.0% |
| Johnson Controls | $146.21 | +0.71% | $87.94B | 25.3 | 25.0 | 3.5 | +9.3% |
| Honeywell Technologies | $211.67 | +2.51% | $65.44B | 8.0 | 22.9 | 1.8 | −49.9% |
| Motorola Solutions | $458.54 | −0.61% | $76.58B | 36.3 | 25.3 | 6.3 | +13.3% |
| Median | 21.7 | 20.6 | 2.7 | +9.3% |