Magellan Financial Group Limited

CHIA:MFG Stock Report

Market Cap: AU$2.0b

Magellan Financial Group Ownership

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

Recent Insider Transactions

CHIA:MFG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Sep 24BuyAU$10,012Andrew FormicaIndividual1,030AU$9.72
27 Aug 24SellAU$8,583State Street Global Advisors, Inc.Company916AU$9.37
26 Aug 24BuyAU$552,858Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany57,197AU$9.67
26 Aug 24SellAU$970,057Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany100,766AU$9.63
23 Aug 24BuyAU$45,235,316First Sentier Investors (Australia) IM LtdCompany5,023,865AU$9.00
22 Aug 24BuyAU$439,033State Street Global Advisors, Inc.Company44,254AU$10.10
20 Aug 24BuyAU$30,720David DixonIndividual3,000AU$10.24
19 Aug 24SellAU$6,355State Street Global Advisors, Inc.Company594AU$10.79
14 Aug 24BuyAU$0State Street Global Advisors, Inc.Company6,519AU$9.70
09 Aug 24SellAU$40,796State Street Global Advisors, Inc.Company4,382AU$9.31
19 Jul 24BuyAU$12,878State Street Global Advisors, Inc.Company1,322AU$9.76
12 Jul 24BuyAU$6,466State Street Global Advisors, Inc.Company685AU$9.44
10 Jul 24BuyAU$102,862State Street Global Advisors, Inc.Company10,839AU$9.49
21 Jun 24BuyAU$588,917State Street Global Advisors, Inc.Company913,004AU$9.92
07 Jun 24SellAU$544,517Hamish McLennanIndividual63,948AU$8.52
30 May 24BuyAU$99,448Catherine KovacsIndividual12,400AU$8.02
15 Mar 24BuyAU$9,319BlackRock, Inc.Company4,115,570AU$10.55
15 Mar 24SellAU$0BlackRock, Inc.Company8,768,165AU$10.56
08 Mar 24BuyAU$13,015,142Dimensional Fund Advisors LPCompany1,553,935AU$9.48
01 Mar 24BuyAU$50,406Deborah PageIndividual6,200AU$8.13
31 Jan 24SellAU$7,535,610Dimensional Fund Advisors LPCompany823,607AU$9.23

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 MFG?
Owner TypeNumber of SharesOwnership Percentage
Public Companies434,7400.243%
Private Companies5,547,7533.1%
Individual Insiders5,989,0353.34%
Institutions76,498,31242.7%
General Public90,641,34450.6%

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

Top Shareholders

Top 25 shareholders own 45.53% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.15%
BlackRock, Inc.
11,006,898AU$120.0m0%no data
5.18%
State Street Global Advisors, Inc.
9,278,461AU$101.1m8.39%no data
5.05%
Dimensional Fund Advisors LP
9,045,573AU$98.6m0%0.01%
4.88%
The Vanguard Group, Inc.
8,732,145AU$95.2m0.92%no data
3.85%
First Sentier Investors (Australia) IM Ltd
6,897,010AU$75.2m114,000%0.14%
2.76%
JPMorgan Chase & Co, Brokerage and Securities Investments
4,944,542AU$53.9m0%0.01%
2.11%
Netwealth Investments Ltd.
3,770,432AU$41.1m-48%0.28%
2.07%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
3,700,429AU$40.3m0%0.01%
1.84%
Christopher MacKay
3,293,141AU$35.9m0%no data
1.27%
Victory Capital Management Inc.
2,282,476AU$24.9m32.4%0.01%
1.24%
American Century Investment Management Inc
2,218,347AU$24.2m-1.91%0.01%
1.15%
Morgan Stanley, Investment Banking and Brokerage Investments
2,059,549AU$22.4m-69.4%no data
0.89%
Argenta Asset Management SA
1,593,028AU$17.4m0%0.23%
0.86%
Norges Bank Investment Management
1,538,031AU$16.8m0%no data
0.84%
David Doyle
1,500,000AU$16.4m0%no data
0.83%
Agency Lending Drp
1,486,723AU$16.2m0%no data
0.76%
Ace Property Holdings Proprietary Limited
1,370,000AU$14.9m29.3%no data
0.65%
BetaShares Capital Limited
1,166,714AU$12.7m12%0.04%
0.64%
Aljamat Pty Ltd.
1,150,000AU$12.5m-12.2%no data
0.52%
Jupiter Fund Management Plc
938,575AU$10.2m0%0.02%
0.5%
Jash Pty Ltd
891,030AU$9.7m-23.4%no data
0.39%
IOOF Investment Management Limited
698,897AU$7.6m0%0.23%
0.38%
UBS Asset Management AG
682,702AU$7.4m-5.43%no data
0.36%
Charles Schwab Investment Management, Inc.
650,837AU$7.1m0.77%no data
0.36%
Glenn Hargraves Investments Pty. Ltd.
650,000AU$7.1m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 09:00
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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

Magellan Financial Group Limited is covered by 16 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lara TufegdzicBofA Global Research
Anthony HooCLSA
James CordukesCredit Suisse