Helia Group Limited

ASX:HLI Stock Report

Market Cap: AU$1.2b

Helia Group Ownership

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

Recent Insider Transactions

ASX:HLI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Dec 24BuyAU$994,927BlackRock, Inc.Company223,461AU$4.51
18 Dec 24BuyAU$285,658BlackRock, Inc.Company63,763AU$4.48
18 Dec 24SellAU$3,924BlackRock, Inc.Company876AU$4.48
17 Dec 24BuyAU$9,198BlackRock, Inc.Company2,067AU$4.45
16 Dec 24BuyAU$479,995BlackRock, Inc.Company108,351AU$4.43
16 Dec 24SellAU$16,874BlackRock, Inc.Company3,809AU$4.43
13 Dec 24BuyAU$715,964BlackRock, Inc.Company3,286,796AU$4.48
18 Sep 24BuyAU$15,358,306The Vanguard Group, Inc.Company3,123,640AU$4.93
18 Sep 24SellAU$25,180,723The Vanguard Group, Inc.Company5,286,822AU$4.80
27 Aug 24BuyAU$2,903,170Dimensional Fund Advisors LPCompany747,400AU$4.06
22 Aug 24BuyAU$38,800Andrew MooreIndividual10,000AU$3.88
21 Aug 24SellAU$1,037,546Dimensional Fund Advisors LPCompany271,465AU$4.03
10 Apr 24SellAU$2,353,146State Street Global Advisors, Inc.Company482,705AU$4.87
28 Mar 24BuyAU$22,546,547Australian Retirement Trust Pty LtdCompany5,305,970AU$4.25
27 Mar 24SellAU$3,437,513Australian Retirement Trust Pty LtdCompany812,406AU$4.23
15 Mar 24BuyAU$10,328,627State Street Global Advisors, Inc.Company2,113,521AU$4.89
13 Mar 24BuyAU$39,298Leona MurphyIndividual11,070AU$3.55
06 Mar 24SellAU$298,327Pauline Blight-JohnstonIndividual69,787AU$4.32
28 Feb 24SellAU$27,726Gerd SchenkelIndividual6,300AU$4.40

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 HLI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,488,9270.913%
Individual Insiders3,835,5971.41%
General Public75,396,64427.7%
Institutions190,769,61770%

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

Top Shareholders

Top 25 shareholders own 67.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.61%
Dimensional Fund Advisors LP
23,467,155AU$106.5m2.48%0.01%
8.55%
Australian Ethical Investment Limited
23,299,788AU$105.8m0%11.21%
7.23%
First Sentier Investors (Australia) IM Ltd
19,705,270AU$89.5m0%0.16%
7.06%
State Street Global Advisors, Inc.
19,235,029AU$87.3m0%no data
6.39%
The Vanguard Group, Inc.
17,421,009AU$79.1m-11.1%no data
5.79%
Vinva Investment Management Limited
15,776,687AU$71.6m0%1.68%
5.5%
Australian Retirement Trust Pty Ltd
14,988,769AU$68.0m0%1.85%
5.36%
BlackRock, Inc.
14,617,136AU$66.4m147%no data
2.02%
Brazil Farming Pty Ltd, Asset Management Arm
5,501,631AU$25.0m0%25.5%
2.01%
American Century Investment Management Inc
5,478,070AU$24.9m-3.1%0.01%
1.27%
Morgan Stanley, Investment Banking and Brokerage Investments
3,466,170AU$15.7m0%no data
1.23%
Norges Bank Investment Management
3,339,030AU$15.2m0%no data
1.22%
Allianz Asset Management GmbH
3,334,650AU$15.1m-1.75%no data
1.14%
Argo Investments Limited
3,107,676AU$14.1m0%0.18%
0.5%
BetaShares Capital Limited
1,352,007AU$6.1m5.58%0.02%
0.48%
Colonial First State Investments Limited
1,298,642AU$5.9m0%0.04%
0.46%
Mercer Investments LLC
1,256,900AU$5.7m0%0.06%
0.44%
Massachusetts Financial Services Company
1,205,259AU$5.5m0%no data
0.37%
Stephen Jermyn
1,000,000AU$4.5m0%no data
0.37%
National Exchange Pty. Ltd., Asset Management Arm
1,000,000AU$4.5m0%10.87%
0.35%
Charles Schwab Investment Management, Inc.
951,441AU$4.3m-6.45%no data
0.34%
Vu Father & Sons Enterprises Pty Ltd
928,000AU$4.2m0%no data
0.33%
Jupiter Fund Management Plc
895,870AU$4.1m0%0.01%
0.33%
AXA Investment Managers S.A.
886,045AU$4.0m-27.1%no data
0.32%
Bessemer Investment Management LLC
863,953AU$3.9m-12.8%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/10 17:45
End of Day Share Price 2025/01/10 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Helia Group Limited is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kristen Le MesurierAPP Securities Pty Ltd.
Russell WrightBarclay Pearce Capital Pty Limited
Ashley DalziellCGS International