EROAD Limited

ASX:ERD Stock Report

Market Cap: AU$237.6m

EROAD Ownership

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


Recent Insider Transactions

ASX:ERD Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Nov 25BuyAU$96,311UBS Asset Management AGCompany57,538AU$1.69
03 Nov 25SellAU$143,393UBS Asset Management AGCompany84,599AU$1.70
31 Oct 25BuyAU$20,584,530UBS Asset Management AGCompany10,428,259AU$2.41
31 Oct 25SellAU$20,353,010UBS Asset Management AGCompany10,422,112AU$2.04
30 Oct 25BuyAU$7,842,855Regal Partners LimitedCompany4,492,294AU$1.75
30 Oct 25SellAU$1,181,086Regal Partners LimitedCompany538,845AU$2.19
17 Oct 25SellAU$970,294Australian Ethical Investment LimitedCompany506,051AU$2.28
12 Sep 25BuyAU$2,827,384Regal Partners LimitedCompany1,512,823AU$1.87
12 Sep 25SellAU$6,666,780Regal Partners LimitedCompany3,393,457AU$1.96
18 Aug 25SellAU$6,059,698Australian Ethical Investment LimitedCompany3,588,352AU$1.69
13 Aug 25SellAU$3,807,377NMC Investment TrustCompany2,000,000AU$1.90
11 Aug 25BuyAU$4,477,759Regal Partners LimitedCompany2,440,888AU$1.83
07 Aug 25BuyAU$4,875,013Regal Partners LimitedCompany3,576,785AU$1.36
07 Aug 25SellAU$703,091Regal Partners LimitedCompany567,255AU$1.24
18 Jun 25BuyAU$2,016,397Ellerston Capital LimitedCompany1,442,910AU$1.41
13 Jun 25BuyAU$2,089,529Accident Compensation Corporation, Asset Management ArmCompany1,671,755AU$1.25
13 Jun 25SellAU$164,951Margaret WarringtonIndividual117,859AU$1.40
13 Jun 25SellAU$3,426,991NMC Investment TrustCompany3,444,059AU$1.00
13 Jun 25SellAU$28,043Accident Compensation Corporation, Asset Management ArmCompany19,240AU$1.46
30 May 25BuyAU$134,344Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany115,977AU$1.16
30 May 25SellAU$150,012Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany130,977AU$1.15
28 May 25BuyAU$1,670,553Australian Ethical Investment LimitedCompany1,582,500AU$1.06
28 May 25SellAU$24,079,313Constellation Software Inc.Company21,318,415AU$1.13
10 Apr 25BuyAU$163,450Ellerston Capital LimitedCompany189,612AU$0.87
04 Apr 25BuyAU$24,870Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany28,149AU$1.01
04 Apr 25SellAU$7,202UBS Asset Management AGCompany8,271AU$0.88
31 Mar 25BuyAU$44,055John ScottIndividual50,000AU$0.88
24 Mar 25BuyAU$159UBS Asset Management AGCompany186AU$0.85
17 Mar 25SellAU$26,712UBS Asset Management AGCompany31,767AU$0.84
27 Feb 25SellAU$1,897,656Selwyn PellettIndividual2,000,000AU$0.95
30 Jan 25BuyAU$118,363UBS Asset Management AGCompany136,071AU$0.87
30 Jan 25SellAU$113,909UBS Asset Management AGCompany126,912AU$0.90
13 Dec 24BuyAU$40,292Ellerston Capital LimitedCompany47,146AU$0.86

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 ERD?
Owner TypeNumber of SharesOwnership Percentage
Private Companies7,853,0244.19%
Individual Insiders12,164,4336.5%
Hedge Funds27,277,55314.6%
General Public68,803,47736.8%
Institutions71,102,87338%

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


Top Shareholders

Top 22 shareholders own 63.25% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.1%
Australian Ethical Investment Limited
28,177,888AU$35.8m16.5%4.0%
14.6%
Regal Partners Limited
27,277,553AU$34.6m16.9%0.93%
8.38%
Ellerston Capital Limited
15,683,399AU$19.9m13.8%12.2%
5.37%
Accident Compensation Corporation
10,046,793AU$12.8m0%0.3%
4.19%
NMC Investment Trust
7,853,024AU$10.0m-20.3%no data
4.12%
Anthony Kandziora
7,712,000AU$9.8m0%no data
2.77%
UBS Asset Management AG
5,176,644AU$6.6m-40.2%no data
2.15%
Morgan Stanley
4,018,002AU$5.1m0%no data
1.43%
American Century Investment Management Inc
2,670,147AU$3.4m143%no data
1.32%
Norges Bank Investment Management
2,475,105AU$3.1m0%no data
1.27%
Ampfield Management, L.P.
2,381,963AU$3.0m0%0.54%
0.9%
Selwyn Pellett
1,679,597AU$2.1m0%no data
0.75%
John Sinclair
1,412,861AU$1.8m0%no data
0.2%
David Kenneson
369,357AU$468.8k46.8%no data
0.19%
Sara Gifford
357,142AU$453.3k0%no data
0.13%
BetaShares Capital Limited
242,378AU$307.7k3.94%no data
0.12%
Dimensional Fund Advisors LP
230,554AU$292.7k0%no data
0.091%
David Green
170,000AU$215.8k0%no data
0.09%
Steven Newman
167,928AU$213.1k0%no data
0.089%
Susan Paterson
167,457AU$212.6k0%no data
0.039%
Barry Einsig
73,091AU$92.8k0%no data
0.029%
John Scott
55,000AU$69.8k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/01 04:59
End of Day Share Price 2025/12/01 00:00
Earnings2025/09/30
Annual Earnings2025/03/31

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.

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

EROAD Limited is covered by 4 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
Owen HumphriesCanaccord Genuity
Guy Edward HooperJarden Limited
Sinclair CurrieMA Moelis Australia Securities Pty Ltd