PHX Energy Services Corp.

TSX:PHX Stock Report

Market Cap: CA$411.7m

PHX Energy Services Ownership

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

Recent Insider Transactions

TSX:PHX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Sep 24SellCA$940,882John HooksIndividual100,000CA$9.76
15 Aug 24BuyCA$4,212Lawrence HibbardIndividual400CA$10.53
17 May 24BuyCA$33,573Garrett WrightIndividual3,700CA$9.07
16 May 24BuyCA$44,920Michael BukerIndividual5,000CA$9.00
14 May 24BuyCA$34,055Garrett WrightIndividual3,805CA$8.95
13 May 24BuyCA$33,756Karen David-GreenIndividual3,950CA$8.55
13 May 24BuyCA$39,718Garrett WrightIndividual4,626CA$8.59
10 May 24BuyCA$8,550Lawrence HibbardIndividual1,000CA$8.55
09 May 24BuyCA$7,770Karen David-GreenIndividual875CA$8.88
02 Apr 24SellCA$672,048John HooksIndividual71,800CA$9.36
28 Mar 24SellCA$264,522John HooksIndividual28,200CA$9.38
27 Mar 24SellCA$254,851Cameron RitchieIndividual28,000CA$9.31
21 Mar 24SellCA$2,475,000John HooksIndividual275,000CA$9.00
20 Mar 24SellCA$1,800,000Jeffery ShaferIndividual200,000CA$9.00
20 Mar 24SellCA$257,632Craig BrownIndividual28,600CA$9.01
19 Mar 24SellCA$1,217,727Craig BrownIndividual135,000CA$9.02
18 Mar 24SellCA$164,151Jeffery ShaferIndividual18,300CA$8.97
18 Mar 24SellCA$89,744Myron TetreaultIndividual10,000CA$9.00
18 Mar 24SellCA$270,900Craig BrownIndividual30,100CA$9.00
15 Mar 24SellCA$150,513Michael BukerIndividual17,000CA$8.86
13 Mar 24SellCA$161,200Michael BukerIndividual18,000CA$8.96
13 Mar 24SellCA$56,591Craig BrownIndividual6,300CA$9.01
12 Mar 24SellCA$89,700Michael BukerIndividual10,000CA$8.97
03 Jan 24SellCA$61,654Myron TetreaultIndividual7,621CA$8.09
29 Dec 23BuyCA$12,162David RainesIndividual1,425CA$8.53
29 Dec 23BuyCA$42,743Garrett WrightIndividual5,000CA$8.55

Insider Trading Volume

Insider Buying: PHX insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PHX?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms3,269,1667.16%
General Public3,823,9878.38%
Hedge Funds4,501,7009.86%
Individual Insiders6,632,56014.5%
Institutions27,410,75960.1%

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

Top Shareholders

Top 25 shareholders own 88.42% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.6%
BNY Asset Management
8,958,447CA$80.8m0%0.01%
14.5%
M&G Investment Management Limited
6,629,683CA$59.8m0%0.08%
10.1%
John Hooks
4,606,376CA$41.5m-2.12%no data
9.86%
GMT Capital Corp.
4,501,700CA$40.6m-28.6%0.88%
7.16%
Gresham House Asset Management Limited
3,269,166CA$29.5m0%1.14%
6.06%
Canoe Financial LP
2,763,633CA$24.9m0%0.28%
4.09%
FMR LLC
1,868,036CA$16.8m-0.04%no data
2.36%
Artemis Investment Management LLP
1,075,492CA$9.7m0%0.03%
1.97%
Chelverton Asset Management Limited
900,000CA$8.1m0%0.42%
1.61%
Dimensional Fund Advisors LP
734,155CA$6.6m1.94%no data
1.31%
Franklin Resources, Inc.
597,145CA$5.4m0%no data
1.24%
Northern Trust Global Investments
567,527CA$5.1m0%no data
1.04%
AGF Management Limited
475,106CA$4.3m0%0.01%
1.03%
Forge First Asset Management Inc.
469,964CA$4.2m0%0.71%
0.88%
Edentree Asset Management Limited
400,000CA$3.6m0%0.41%
0.86%
Michael Buker
391,841CA$3.5m-2.49%no data
0.72%
Craig Brown
329,633CA$3.0m0%no data
0.66%
NewGen Asset Management Limited
300,000CA$2.7m0%0.63%
0.56%
Hillsdale Investment Management Inc.
257,108CA$2.3m0%0.08%
0.51%
Jeffery Shafer
233,793CA$2.1m0%no data
0.48%
Roger Thomas
220,724CA$2.0m0%no data
0.48%
Jarislowsky, Fraser Limited
218,735CA$2.0m0%0.01%
0.45%
Desjardins Global Asset Management Inc.
206,497CA$1.9m0%0.01%
0.42%
Garrett Wright
191,527CA$1.7m0%no data
0.41%
Lawrence Hibbard
185,757CA$1.7m0.22%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 10:56
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

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

PHX Energy Services Corp. is covered by 17 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tim MonachelloATB Capital Markets
John GibsonBMO Capital Markets Equity Research
John TasdemirCanaccord Genuity