Discover Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

WBAG:DFS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
26 Jan 24	Sell€3,449,837	John Greene	Individual		35,191	€98.03

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of DFS?
Owner Type	Number of Shares	Ownership Percentage
State or Government	307,849	0.123%
Individual Insiders	1,191,782	0.474%
General Public	33,889,730	13.5%
Institutions	215,837,559	85.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	The Vanguard Group, Inc.	30,754,271	€5.1b	0.83%	0.08%
9.18%	Capital Research and Management Company	23,068,916	€3.9b	3.14%	0.19%
8.22%	BlackRock, Inc.	20,638,359	€3.5b	6.55%	0.06%
4.18%	State Street Global Advisors, Inc.	10,498,044	€1.8b	0.77%	0.07%
2.62%	FMR LLC	6,579,049	€1.1b	9.21%	0.07%
2.42%	Geode Capital Management, LLC	6,074,862	€1.0b	-0.27%	0.07%
2.08%	Boston Partners Global Investors, Inc.	5,233,032	€875.2m	164%	0.57%
1.73%	Norges Bank Investment Management	4,339,127	€725.7m	0%	0.06%
1.42%	Dimensional Fund Advisors LP	3,568,834	€596.9m	-3.25%	0.1%
1.38%	Brave Warrior Advisors, LLC	3,454,706	€577.8m	-0.18%	12.84%
1.1%	UBS Asset Management AG	2,758,790	€461.4m	2.74%	0.05%
1.09%	Eaton Vance Management	2,732,289	€457.0m	-4.75%	0.11%
1.02%	Balyasny Asset Management L.P.	2,558,776	€428.0m	4.67%	1.19%
0.98%	Sessa Capital IM, L.P.	2,457,879	€411.1m	-2.81%	15.77%
0.89%	Northern Trust Global Investments	2,239,034	€374.5m	-4.88%	0.06%
0.84%	Arrowstreet Capital, Limited Partnership	2,108,389	€352.6m	16.1%	0.29%
0.82%	Legal & General Investment Management Limited	2,055,243	€343.7m	0.31%	0.06%
0.81%	Millennium Management LLC	2,028,692	€339.3m	9.76%	0.29%
0.78%	BNY Asset Management	1,952,012	€326.5m	-2.66%	0.06%
0.71%	Invesco Capital Management LLC	1,792,183	€299.7m	-10.9%	0.12%
0.69%	Morgan Stanley, Investment Banking and Brokerage Investments	1,740,703	€291.1m	-2.59%	0.03%
0.69%	Charles Schwab Investment Management, Inc.	1,728,276	€289.1m	0.45%	0.05%
0.67%	First Trust Advisors LP	1,677,663	€280.6m	-0.48%	0.24%
0.63%	LSV Asset Management	1,579,979	€264.3m	-2.9%	0.54%
0.62%	Eagle Capital Management LLC	1,547,600	€258.8m	0.15%	0.95%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 15:55
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Discover Financial Services is covered by 52 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Terry Ma	Barclays
Bruce Harting	Barclays