BELIMO Holding AG

SWX:BEAN Stock Report

Market Cap: CHF 8.3b

BELIMO Holding Ownership

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

Recent Insider Transactions

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 BEAN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,057,7468.6%
General Public3,902,74931.7%
Institutions7,338,41359.7%

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

Top Shareholders

Top 25 shareholders own 59.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.5%
U. W. Linsi Foundation, Endowment Arm
2,400,000CHF 1.6b71.4%no data
6.6%
Walter Linsi
811,400CHF 547.7m0%no data
5.56%
UBS Asset Management AG
683,251CHF 461.2m0%0.05%
4.99%
Capital Research and Management Company
613,740CHF 414.3m0%0.02%
4.56%
BlackRock, Inc.
560,349CHF 378.2m-9.36%0.01%
3.06%
The Vanguard Group, Inc.
376,030CHF 253.8m4%no data
1.74%
Vontobel Asset Management AG
213,941CHF 144.4m11.9%0.8%
1.64%
Pictet Asset Management Limited
201,255CHF 135.8m44.4%0.1%
1.62%
Norges Bank Investment Management
198,738CHF 134.1m0%0.01%
1.31%
Urban Linsi
160,630CHF 108.4m0%no data
1.2%
J. Safra Sarasin Investmentfonds Ltd
147,330CHF 99.4m0%7.56%
1.14%
Dimensional Fund Advisors LP
140,028CHF 94.5m-2.48%0.01%
0.85%
Goldman Sachs Asset Management, L.P.
105,145CHF 71.0m10.8%0.02%
0.82%
ZKB Asset Management
101,376CHF 68.4m4.03%0.14%
0.74%
Banque Cantonale De Genève, Asset Management Arm
90,625CHF 61.2m-4.76%3.82%
0.58%
Patrick Burkhalter
71,300CHF 48.1m0%no data
0.52%
Invesco Ltd.
63,409CHF 42.8m-37.8%0.01%
0.5%
Premier Fund Managers Ltd.
60,972CHF 41.2m23.5%0.53%
0.43%
Union Bancaire Privee, CBI-TDB, Asset Management Arm
52,297CHF 35.3m0.14%0.78%
0.43%
Deka Investment GmbH
52,280CHF 35.3m1.95%0.03%
0.41%
Montanaro Asset Management Ltd.
50,502CHF 34.1m-4.31%1.35%
0.4%
Amundi Asset Management SAS
48,994CHF 33.1m25.8%0.01%
0.38%
Zürcher Kantonalbank, Investment Arm
46,705CHF 31.5m-7.92%0.27%
0.37%
Acatis Anlageberatung fur Investmentfonds GmbH
46,000CHF 31.1m0%2.21%
0.36%
Jupiter Fund Management Plc
43,929CHF 29.7m0.36%0.09%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/06 02:18
End of Day Share Price 2025/02/06 00:00
Earnings2024/06/30
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.

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

BELIMO Holding AG is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Zana MamelliBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research