Bega Cheese Ownership

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

Recent Insider Transactions

ASX:BGA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Sep 24	SellAU$178,850	Richard Cross	Individual	35,000	AU$5.11
01 Jul 24	SellAU$767,369	Spheria Asset Management Pty Ltd	Company	181,836	AU$4.22
31 May 24	SellAU$14,064,628	Spheria Asset Management Pty Ltd	Company	3,909,161	AU$3.60
27 Feb 24	SellAU$209,131	Richard Cross	Individual	47,638	AU$4.39
22 Dec 23	BuyAU$2,522,533	Spheria Asset Management Pty Ltd	Company	851,556	AU$2.96

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 BGA?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	1,585,618	0.52%
Private Companies	4,759,241	1.56%
Individual Insiders	40,223,002	13.2%
Institutions	104,445,511	34.2%
General Public	153,949,642	50.5%

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

Top Shareholders

Top 25 shareholders own 48.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.4%	John Forrest	34,877,593	AU$191.8m	0%	no data
5.07%	The Vanguard Group, Inc.	15,468,341	AU$85.1m	0%	no data
4.95%	Spheria Asset Management Pty Ltd	15,107,576	AU$83.1m	-1.19%	9.43%
3.24%	Dimensional Fund Advisors LP	9,878,252	AU$54.3m	0%	0.01%
2.79%	Wilson Asset Management (International) Pty Ltd.	8,504,944	AU$46.8m	0%	0.92%
2.65%	BlackRock, Inc.	8,078,188	AU$44.4m	0%	no data
2.65%	Argo Investments Limited	8,073,793	AU$44.4m	0%	0.58%
2.55%	State Street Global Advisors, Inc.	7,777,507	AU$42.8m	0%	no data
2.13%	IFM Investors Pty Ltd	6,508,686	AU$35.8m	0%	0.14%
1.59%	Investors Mutual Limited	4,836,772	AU$26.6m	0%	7.59%
1.33%	First Sentier Investors (Australia) IM Ltd	4,042,194	AU$22.2m	0%	0.04%
1.27%	Tribeca Investment Partners Pty Ltd.	3,865,367	AU$21.3m	0%	7.32%
1.01%	Norges Bank Investment Management	3,089,647	AU$17.0m	0%	no data
0.89%	Macquarie Group, Ltd., Banking & Securities Investments	2,727,212	AU$15.0m	0%	0.05%
0.88%	Jerang Pty Ltd	2,670,000	AU$14.7m	0%	no data
0.82%	Anthony Medich	2,500,000	AU$13.7m	0%	no data
0.82%	Roy Medich	2,500,000	AU$13.7m	0%	no data
0.67%	Aljo Pastoral Pty Ltd	2,038,841	AU$11.2m	0%	no data
0.55%	BetaShares Capital Limited	1,691,726	AU$9.3m	2.73%	0.03%
0.52%	Spheria Emerging Companies Limited	1,585,618	AU$8.7m	0%	no data
0.41%	Charles Schwab Investment Management, Inc.	1,236,365	AU$6.8m	-0.34%	no data
0.27%	Australian Super Pty Ltd	817,059	AU$4.5m	0%	no data
0.19%	Van Eck Associates Corporation	582,594	AU$3.2m	87.7%	no data
0.15%	American Century Investment Management Inc	443,245	AU$2.4m	-22.3%	no data
0.12%	UBS Asset Management AG	364,371	AU$2.0m	4.22%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 17:46
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

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.

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

Bega Cheese Limited is covered by 18 analysts. 9 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
Russell Wright	Barclay Pearce Capital Pty Limited
Josh Kannourakis	Barrenjoey Markets Pty Limited
Jonathan Snape	Bell Potter