Savaria Ownership

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

Recent Insider Transactions

TSX:SIS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Nov 24	BuyCA$448,753	Jean-Philippe De Montigny	Individual	19,545	CA$22.96
01 Oct 24	SellCA$110,000	Sylvain Dumoulin	Individual	5,000	CA$22.00
23 Sep 24	SellCA$41,259,999	Marcel Bourassa	Individual	2,000,000	CA$20.63
17 Sep 24	SellCA$521,000	Jean-Louis Chapdelaine	Individual	25,000	CA$20.84
13 Sep 24	SellCA$415,042	Sylvain Aubry	Individual	20,002	CA$20.75
28 Jun 24	SellCA$90,750	Sylvain Dumoulin	Individual	5,000	CA$18.15
12 Jun 24	SellCA$72,400	Peter Drutz	Individual	4,000	CA$18.10
28 May 24	SellCA$108,060	Peter Drutz	Individual	6,000	CA$18.01
13 May 24	BuyCA$199,984	Jean-Philippe De Montigny	Individual	11,600	CA$17.24
08 Mar 24	BuyCA$1,060,150	Marcel Bourassa	Individual	65,000	CA$16.31
26 Jan 24	BuyCA$249,921	Jean-Philippe De Montigny	Individual	15,475	CA$16.15
18 Jan 24	BuyCA$312,838	Jean-Philippe De Montigny	Individual	20,980	CA$14.94

Insider Trading Volume

Insider Buying: SIS insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of SIS?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	4,140,239	5.8%
Individual Insiders	12,261,522	17.2%
Institutions	20,376,133	28.5%
General Public	34,621,280	48.5%

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

Top Shareholders

Top 25 shareholders own 49.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	Marcel Bourassa	11,233,098	CA$226.6m	-12.9%	no data
9.22%	Caisse de dépôt et placement du Québec	6,583,750	CA$132.8m	0%	0.09%
5.8%	Mackenzie Financial Corporation	4,140,239	CA$83.5m	1,060%	0.06%
3.8%	Fiera Capital Corporation	2,713,149	CA$54.7m	0%	0.09%
2.76%	Manulife Asset Management	1,970,438	CA$39.7m	0%	0.02%
2.07%	Industrielle Alliance, Gestion de placements inc.	1,475,955	CA$29.8m	-15.9%	0.3%
1.05%	Renta 4 Gestora S.G.I.I.C., SA	749,846	CA$15.1m	0%	0.81%
1.02%	Dimensional Fund Advisors LP	730,906	CA$14.7m	3.46%	no data
0.99%	BlackRock, Inc.	707,327	CA$14.3m	1.64%	no data
0.93%	IG Investment Management, Ltd.	663,710	CA$13.4m	-4.23%	0.02%
0.73%	QV Investors Inc.	519,030	CA$10.5m	0%	0.35%
0.69%	BMO Asset Management Corp.	495,500	CA$10.0m	0%	no data
0.63%	Connor, Clark & Lunn Investment Management Ltd.	446,300	CA$9.0m	0%	0.03%
0.59%	Desjardins Global Asset Management Inc.	421,898	CA$8.5m	0%	0.06%
0.47%	Sebastien Bourassa	338,552	CA$6.8m	0%	no data
0.43%	Canoe Financial LP	308,847	CA$6.2m	0%	0.07%
0.43%	Steadyhand Investment Management Ltd	305,198	CA$6.2m	0%	5.8%
0.35%	The Bourassa Savaria Foundation., Endowment Arm	250,000	CA$5.0m	0%	no data
0.34%	PenderFund Capital Management Ltd.	245,000	CA$4.9m	0%	1.0%
0.3%	Barrantagh Investment Management, Inc.	214,189	CA$4.3m	0%	4.33%
0.27%	CIBC Asset Management Inc.	192,074	CA$3.9m	5.53%	0.01%
0.25%	Jean-Marie Bourassa	181,815	CA$3.7m	0%	no data
0.21%	The Vanguard Group, Inc.	147,840	CA$3.0m	1.22%	no data
0.2%	Wellington Management Group LLP	142,207	CA$2.9m	0%	no data
0.19%	Canada Life Investment Management Ltd.	139,151	CA$2.8m	25.6%	0.08%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 15:41
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

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

Savaria Corporation is covered by 12 analysts. 7 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
Noel Atkinson	Clarus Securities Inc.
Kyle McPhee	Cormark Securities Inc.
Frederic Tremblay	Desjardins Securities Inc.