Bega Cheese Limited

CHIA:BGA Stock Report

Market Cap: AU$1.9b

Bega Cheese Ownership

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

Recent Insider Transactions

CHIA:BGA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
09 Dec 25BuyAU$2,115,864Mitsubishi UFJ Trust and Banking CorporationCompany360,010AU$5.88
02 Dec 25BuyAU$7,334,475First Sentier Investors (Australia) IM LtdCompany1,315,320AU$5.58
24 Nov 25BuyAU$6,486,606Morgan StanleyCompany1,179,131AU$5.50
24 Nov 25SellAU$4,111,538First Sentier Investors (Australia) IM LtdCompany693,386AU$5.93
24 Nov 25SellAU$4,315,117Morgan StanleyCompany761,835AU$5.66
19 Nov 25SellAU$325,052Mitsubishi UFJ Trust and Banking CorporationCompany56,015AU$5.80
03 Nov 25BuyAU$821,844First Sentier Investors (Australia) IM LtdCompany153,760AU$5.34
29 Oct 25BuyAU$166,508Mitsubishi UFJ Trust and Banking CorporationCompany31,044AU$5.36
28 Aug 25BuyAU$243,315Morgan StanleyCompany42,555AU$5.72
26 Aug 25BuyAU$19,913,774First Sentier Investors (Australia) IM LtdCompany3,651,678AU$5.45
26 Aug 25BuyAU$3,395,042Mitsubishi UFJ Trust and Banking CorporationCompany623,453AU$5.45
10 Apr 25BuyAU$18,250,002Australian Retirement Trust Pty LtdCompany3,432,303AU$5.32
09 Apr 25SellAU$257,841Australian Retirement Trust Pty LtdCompany47,336AU$5.45

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 BGA?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,089,8530.684%
Individual Insiders35,157,76011.5%
General Public117,521,94338.5%
Institutions150,607,84049.3%

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

Top Shareholders

Top 25 shareholders own 60.62% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.4%
John Forrest
34,877,593AU$213.8m0%no data
5.12%
The Vanguard Group, Inc.
15,630,630AU$95.8m0%no data
5%
Australian Retirement Trust Pty Ltd
15,282,798AU$93.7m0%1.65%
3.84%
Dimensional Fund Advisors LP
11,712,527AU$71.8m0%0.01%
3.59%
First Sentier Investors (Australia) IM Ltd
10,954,651AU$67.2m5.27%0.14%
3.48%
Macquarie Group Limited
10,625,413AU$65.1m0%0.17%
3.32%
State Street Global Advisors, Inc.
10,134,481AU$62.1m0%no data
2.62%
Argo Investments Limited
7,985,846AU$49.0m0%0.62%
2.45%
Vinva Investment Management Limited
7,480,338AU$45.9m0%0.57%
2.3%
BlackRock, Inc.
7,038,362AU$43.1m0%no data
2.3%
Plato Investment Management Limited
7,038,221AU$43.1m0%1.81%
2.2%
Tribeca Investment Partners Pty Ltd.
6,714,546AU$41.2m0%16.04%
1.79%
Fidelity International Ltd
5,464,960AU$33.5m0%0.01%
1.75%
Spheria Asset Management Pty Ltd
5,359,234AU$32.9m0%4.68%
1.69%
IFM Investors Pty Ltd
5,152,014AU$31.6m0%0.11%
1.27%
Mitsubishi UFJ Trust and Banking Corporation
3,870,121AU$23.7m0.26%0.02%
1.27%
Norges Bank Investment Management
3,863,589AU$23.7m0%no data
1.16%
Wilson Asset Management (International) Pty Ltd.
3,538,951AU$21.7m0%0.44%
1.03%
Acadian Asset Management LLC
3,132,484AU$19.2m0%0.02%
0.89%
Natixis Investment Managers
2,714,539AU$16.6m0%1.29%
0.85%
BetaShares Capital Limited
2,595,163AU$15.9m6.9%0.04%
0.67%
Aljo Pastoral Pty Ltd
2,038,841AU$12.5m0%no data
0.32%
Charles Schwab Investment Management, Inc.
989,369AU$6.1m1.53%no data
0.16%
Morgan Stanley
481,071AU$2.9m-48.6%no data
0.15%
Bessemer Investment Management LLC
443,423AU$2.7m-18.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/09 00:01
End of Day Share Price 2026/02/09 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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.

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 Github.

Analyst Sources

Bega Cheese Limited is covered by 14 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
Josh KannourakisBarrenjoey Markets Pty Limited
Jonathan SnapeBell Potter
Mark TopyCanaccord Genuity