Stock Analysis

Bellevue Group AG (VTX:BBN) adds CHF12m in market cap and insiders have a 47% stake in that gain

SWX:BBN
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Key Insights

  • Significant insider control over Bellevue Group implies vested interests in company growth
  • The top 6 shareholders own 50% of the company
  • Ownership research, combined with past performance data can help provide a good understanding of opportunities in a stock

If you want to know who really controls Bellevue Group AG (VTX:BBN), then you'll have to look at the makeup of its share registry. With 47% stake, individual insiders possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Clearly, insiders benefitted the most after the company's market cap rose by CHF12m last week.

Let's take a closer look to see what the different types of shareholders can tell us about Bellevue Group.

Check out our latest analysis for Bellevue Group

ownership-breakdown
SWX:BBN Ownership Breakdown May 13th 2025

What Does The Institutional Ownership Tell Us About Bellevue Group?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

We can see that Bellevue Group does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Bellevue Group's earnings history below. Of course, the future is what really matters.

earnings-and-revenue-growth
SWX:BBN Earnings and Revenue Growth May 13th 2025

Bellevue Group is not owned by hedge funds. Martin Bisang is currently the company's largest shareholder with 24% of shares outstanding. In comparison, the second and third largest shareholders hold about 9.9% and 9.4% of the stock.

We also observed that the top 6 shareholders account for more than half of the share register, with a few smaller shareholders to balance the interests of the larger ones to a certain extent.

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Our information suggests that there isn't any analyst coverage of the stock, so it is probably little known.

Insider Ownership Of Bellevue Group

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

Our most recent data indicates that insiders own a reasonable proportion of Bellevue Group AG. Insiders own CHF59m worth of shares in the CHF124m company. This may suggest that the founders still own a lot of shares. You can click here to see if they have been buying or selling.

General Public Ownership

The general public, who are usually individual investors, hold a 45% stake in Bellevue Group. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

Next Steps:

It's always worth thinking about the different groups who own shares in a company. But to understand Bellevue Group better, we need to consider many other factors. Case in point: We've spotted 4 warning signs for Bellevue Group you should be aware of, and 2 of them are a bit unpleasant.

If you would prefer check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, backed by strong financial data.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.