Treasury Wine Estates Limited

ASX:TWE Stock Report

Market Cap: AU$9.3b

Treasury Wine Estates Ownership

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

Recent Insider Transactions

ASX:TWE Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 Sep 24BuyAU$117,420Capital Research and Management CompanyCompany11,306AU$10.83
24 Sep 24SellAU$99,806,730Capital Research and Management CompanyCompany9,236,560AU$10.99
18 Sep 24BuyAU$8,879,982Capital Research and Management CompanyCompany756,822AU$11.73
18 Sep 24SellAU$133,783,423Capital Research and Management CompanyCompany11,742,154AU$11.39
12 Sep 24BuyAU$172,938BlackRock, Inc.Company21,389,679AU$14.90
12 Sep 24SellAU$25,968BlackRock, Inc.Company25,994,852AU$14.79
16 Aug 24SellAU$499,277Timothy FordIndividual40,675AU$12.27
20 May 24SellAU$0State Street Global Advisors, Inc.Company486,761AU$12.82
10 May 24BuyAU$0State Street Global Advisors, Inc.Company6,289,741AU$12.97
07 May 24SellAU$18,109,094Capital Research and Management CompanyCompany1,546,464AU$11.71
29 Feb 24BuyAU$503,706John MullenIndividual40,690AU$12.38
16 Feb 24BuyAU$28,628Antonia KorsanosIndividual2,500AU$11.45

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 TWE?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders940,4360.116%
Private Companies10,520,0321.3%
Institutions318,837,65639.3%
General Public481,128,32159.3%

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

Top Shareholders

Top 25 shareholders own 37.35% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.48%
State Street Global Advisors, Inc.
68,794,536AU$791.1m14.4%0.02%
5.33%
BlackRock, Inc.
43,260,651AU$497.5m3.77%no data
4.84%
Capital Research and Management Company
39,280,227AU$451.7m-34%0.01%
4.46%
The Vanguard Group, Inc.
36,190,372AU$416.2m0%no data
3.03%
Norges Bank Investment Management
24,554,395AU$282.4m0%0.01%
1.42%
M&G Investment Management Limited
11,496,102AU$132.2m0%0.17%
1.36%
Swedbank Robur Fonder AB
11,000,000AU$126.5m0%0.05%
0.78%
Strategic Advisers LLC
6,294,745AU$72.4m0.04%0.02%
0.72%
Geode Capital Management, LLC
5,820,312AU$66.9m1.94%no data
0.71%
Nt-Comnwlth Super Corp
5,796,909AU$66.7m17.4%0.57%
0.65%
GJD Holdings LLC
5,260,016AU$60.5m0%no data
0.65%
Daniel Vineyards LLC
5,260,016AU$60.5m0%no data
0.61%
Dimensional Fund Advisors LP
4,947,613AU$56.9m3.5%0.01%
0.56%
Netwealth Investments Ltd.
4,524,542AU$52.0m242%0.36%
0.55%
Van Eck Associates Corporation
4,468,318AU$51.4m1.06%0.03%
0.5%
Argo Investments Limited
4,043,916AU$46.5m0%0.61%
0.49%
Fidelity International Ltd
3,944,414AU$45.4m2.78%0.01%
0.42%
Wilson Asset Management (International) Pty Ltd.
3,409,676AU$39.2m0%0.78%
0.36%
BetaShares Capital Limited
2,954,592AU$34.0m4.16%0.11%
0.33%
Charles Schwab Investment Management, Inc.
2,661,832AU$30.6m2.21%no data
0.3%
JP Morgan Asset Management
2,422,227AU$27.9m-0.56%no data
0.25%
Australian Super Pty Ltd
1,996,769AU$23.0m0%0.01%
0.21%
UBS Asset Management AG
1,731,937AU$19.9m-15.6%no data
0.19%
Mutual Trust Pty Ltd, Asset Management Arm
1,505,296AU$17.3m2.52%0.74%
0.18%
Baillie Gifford & Co.
1,442,147AU$16.6m-3.7%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 08:09
End of Day Share Price 2024/12/27 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

Treasury Wine Estates Limited is covered by 26 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russell WrightAPP Securities Pty Ltd.
Thomas KierathBarrenjoey Markets Pty Limited
David ErringtonBofA Global Research