Warteck Invest AG

SWX:WARN Stock Report

Market Cap: CHF 589.4m

Warteck Invest 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 WARN?
Owner TypeNumber of SharesOwnership Percentage
Institutions30,2499.78%
General Public279,12690.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 25%.

Top Shareholders

Top 17 shareholders own 9.78% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.01%
Banque Bonhôte & Cie SA, Asset Management Arm
18,580CHF 35.4m0%11.01%
1.18%
Swiss Finance & Property AG
3,649CHF 7.0m0%2.2%
0.47%
ZKB Asset Management
1,452CHF 2.8m40.1%0.01%
0.44%
Dimensional Fund Advisors LP
1,374CHF 2.6m1.4%no data
0.42%
LUKB Expert Fondsleitung AG
1,310CHF 2.5m-28%0.08%
0.34%
Zürcher Kantonalbank, Investment Arm
1,039CHF 2.0m2.67%0.02%
0.32%
Migrosbank Asset Management
1,000CHF 1.9m0%0.13%
0.2%
E. Gutzwiller & Cie, Ban-quiers, Asset Management Arm
625CHF 1.2m0%1.07%
0.18%
Pictet Asset Management SA
547CHF 1.0m0%no data
0.17%
BlackRock, Inc.
536CHF 1.0m0.94%no data
0.014%
Mercer Global Investments Europe Limited
43CHF 81.9k0%no data
0.01%
Vescore Fondsleitung Ltd.
32CHF 60.9k0%1.01%
0.0091%
Acadian Asset Management LLC
28CHF 53.3k0%no data
0.0068%
LSV Asset Management
21CHF 40.0k0%no data
0.0023%
Vontobel Asset Management AG
7CHF 13.3k0%no data
0.00097%
American Century Investment Management Inc
3CHF 5.7k0%no data
0.00097%
UBS Asset Management AG
3CHF 5.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 12:07
End of Day Share Price 2024/12/20 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 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

Warteck Invest AG is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Philippe ZügerZürcher Kantonalbank
Philippe ZügerZürcher Kantonalbank