Pernod Ricard SA

BRSE:RI Stock Report

Market Cap: CHF 25.0b

Pernod Ricard 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 RI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,708,4560.68%
Public Companies17,204,1186.85%
Private Companies38,251,82515.2%
General Public66,459,63126.4%
Institutions127,677,70550.8%

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

Top Shareholders

Top 25 shareholders own 64.17% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.2%
Société Paul Ricard SA
38,241,311CHF 3.8b0%no data
6.85%
Groupe Bruxelles Lambert SA
17,204,118CHF 1.7b0%no data
5.21%
BlackRock, Inc.
13,083,507CHF 1.3b0%0.02%
5.21%
Wellington Management Group LLP
13,083,185CHF 1.3b0.73%0.22%
4.57%
The Vanguard Group, Inc.
11,474,828CHF 1.1b1.36%0.02%
4.28%
Massachusetts Financial Services Company
10,748,331CHF 1.1b0%0.25%
2.63%
WCM Investment Management, LLC
6,620,843CHF 657.5m0%1.1%
2.54%
Caisse des dépôts et consignations, Asset Management Arm
6,391,135CHF 634.7m0%7.91%
2.43%
Invesco Ltd.
6,106,053CHF 606.4m0%0.18%
2.05%
Amundi Asset Management SAS
5,151,040CHF 511.6m0%0.12%
1.92%
GQG Partners LLC
4,829,942CHF 479.7m10,500%0.45%
1.76%
Morgan Stanley Investment Management Limited
4,420,587CHF 439.0m0%1.14%
1.49%
Fidelity International Ltd
3,747,057CHF 372.1m0%0.17%
1.3%
Gardner Russo & Quinn LLC
3,255,027CHF 323.3m-1.66%3.87%
1.07%
Alecta Pensionsförsäkring, ömsesidigt
2,699,000CHF 268.0m0%0.63%
0.66%
BMO Asset Management Corp.
1,662,343CHF 165.1m0%0.07%
0.64%
JP Morgan Asset Management
1,608,409CHF 159.7m1.49%0.02%
0.59%
Rafaël Gonzalez-Gallarza
1,477,603CHF 146.7m0%no data
0.56%
Mitsubishi UFJ Asset Management Co., Ltd.
1,410,526CHF 140.1m0%0.09%
0.55%
UBS Asset Management AG
1,382,305CHF 137.3m0%0.01%
0.55%
Franklin Resources, Inc.
1,381,512CHF 137.2m0%0.05%
0.55%
Geode Capital Management, LLC
1,370,916CHF 136.1m2.08%0.01%
0.52%
Janus Henderson Group plc
1,316,651CHF 130.8m0%0.06%
0.52%
Columbia Management Investment Advisers, LLC
1,306,532CHF 129.8m0%0.03%
0.51%
Allianz Asset Management GmbH
1,288,331CHF 127.9m0%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/23 04:51
End of Day Share Price 2024/08/26 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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

Pernod Ricard SA is covered by 53 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anna ZyniewiczAlphaValue
Pierre-Yves GauthierAlphaValue
Hubert D'AillieresBanco BPI, S.A.