SCHEDULE: Neuberger Berman Discloses Stake in UFP Technologies

Neuberger Berman Group LLC and its affiliates have reported a beneficial ownership stake of 6.9% in UFP Technologies Inc., as of June 30, 2026.

Summary

• Neuberger Berman Group LLC and its affiliates, including Neuberger Berman Investment Advisers LLC, have filed a Schedule 13G indicating beneficial ownership of UFP Technologies Inc. common stock.
• The filing reports an aggregate of 537,038 shares beneficially owned by Neuberger Berman Group LLC, representing 6.9% of the class of securities.
• Neuberger Berman Investment Advisers LLC individually holds 525,722 shares, representing 6.8% of the class.
• These holdings are managed across various fiduciary capacities, including investment advisory clients and registered mutual funds.
• The reporting entities disclaim beneficial ownership beyond their actual economic interest, stating the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports on existing institutional ownership and does not contain operational or financial performance updates.

Positives

• Significant institutional ownership by a reputable investment firm like Neuberger Berman can signal confidence in the company's long-term prospects.
• The filing indicates that the shares were acquired and are held in the ordinary course of business, suggesting a standard investment strategy rather than a hostile takeover attempt.

Negatives

• The filing does not contain any negative financial results or operational challenges.
• The disclaimer of beneficial ownership beyond actual economic interest, while standard, could be interpreted by some as a lack of full commitment to control.

Risks

• Potential for future changes in Neuberger Berman's investment strategy, which could lead to significant buying or selling of UFP Technologies stock.
• The concentration of ownership among institutional investors can sometimes lead to increased stock price volatility if large positions are adjusted.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from UFP Technologies. The outlook pertains to Neuberger Berman's investment position, which is managed in the ordinary course of business.

Management Comments

• Neuberger Berman Group LLC and its affiliates may be deemed to beneficially own the securities covered by this report in their various fiduciary capacities by virtue of the provisions of Exchange Act Rule 13d-3.
• This report is not an admission that any of these entities are the beneficial owner of the securities covered by this report and each of Neuberger Berman Group LLC, Neuberger Berman Investment Advisers Holdings LLC, Neuber Trust Holdings LLC, Neuberger Berman Trust Co N.A., Neuberger Berman Asia Ltd., Neuberger Berman Canada ULC, Neuberger Berman Trust Co of Delaware N.A. and Neuberger Berman Investment Advisers LLC and certain affiliated persons disclaim beneficial ownership of the securities covered by this statement pursuant to Exchange Act Rule 13d-4.
• Neuberger Berman Group LLC or its affiliated persons do not, however, have any economic interest in the securities of those clients. The clients have the sole right to receive and the power to direct the receipt of dividends from or proceeds from the sale of such securities.
• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11.

Industry Context

StockSavvy.ai notes that significant institutional filings like this Schedule 13G are common in the manufacturing and technology sectors, indicating active portfolio management by large investment firms. UFP Technologies operates in a competitive space, and the presence of substantial institutional investors often reflects perceived stability and growth potential.

Stakeholder Impact

• Shareholders: The filing confirms significant institutional interest, which can be a positive indicator, but also implies potential for future stock sales by the institution.
• Management: The filing does not directly impact management but reinforces the need for continued performance to satisfy institutional investors.
• Creditors: No direct impact is indicated.

Next Steps

• Continued monitoring of Neuberger Berman's ownership levels for any significant changes.
• Observing UFP Technologies' operational and financial performance to assess the underlying value driving institutional interest.

Key Dates

Keywords

UFP Technologies, Schedule 13G, Neuberger Berman, Institutional Ownership, Beneficial Ownership, Investment Management, SEC Filing, Common Stock