NAPCO SECURITY TECHNOLOGIES, INC
At today's price, NAPCO SECURITY TECHNOLOGIES, INC (NSSC) is priced for +30.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Napco makes alarm, access-control, and locking hardware, but its profit engine is the recurring cellular-communication service that runs on its installed devices, a stream the filing notes grew 44% from fiscal 2023 to 2025 at roughly 91% gross margin. • The defining feature is the balance sheet: Napco carries zero debt and about $125 million of net cash, so the bet is purely on growth rather than survival. • The next markers are the recurring-revenue run rate (about $101 million annualized as
Is NSSC overvalued? See what's priced in →
261 institutional managers reported holding NSSC in 13F filings for the quarter ended 2026-03-31. 45 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (6.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NSSC has cut its share count 2.7% over the past five years, spending $36.79M on repurchases. It pays a dividend, and has for 3 years running, raised 2 years straight; the current rate is $0.52 a share annually. Cash returned over the past three years: $41.87M in dividends and $36.79M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at NSSC over the trailing three years. Absence is a fact about the company, not a signal. 5 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NSSC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-09-09 | +8.9% | +8.5% |
| 2023-11-10 | +33.0% | +28.4% |
| 2024-02-06 | +21.5% | -6.6% |
| 2024-05-07 | +7.9% | +17.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NSSC's latest 8-K filings: 2026-07-08 (items 5.02, 9.01); 2026-05-04 (items 2.02, 7.01, 9.01); 2026-02-02 (items 2.02, 5.02, 7.01, 9.01); 2025-12-08 (items 5.07); 2025-11-03 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.