Cadence Bank Ownership

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

Recent Insider Transactions

DB:BTO0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Sep 24	Sell€71,573	Edward Braddock	Individual	2,468.48	€28.99
26 Jul 24	Sell€1,014,185	Christopher Bagley	Individual	32,755.95	€31.11
17 May 24	Sell€1,375,320	James Rollins	Individual	50,651	€27.21
13 May 24	Sell€109,260	James Rollins	Individual	4,003	€27.29
07 May 24	Sell€777,292	James Rollins	Individual	28,424	€27.35

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 BTO0?
Owner Type	Number of Shares	Ownership Percentage
State or Government	76,800	0.042%
Individual Insiders	2,146,866	1.17%
General Public	25,576,559	14%
Institutions	155,167,760	84.8%

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

Top Shareholders

Top 25 shareholders own 70.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.1%	The Vanguard Group, Inc.	20,296,560	€663.0m	0.3%	0.01%
9.74%	BlackRock, Inc.	17,823,943	€582.3m	0.21%	0.01%
8.98%	FMR LLC	16,422,851	€536.5m	1.21%	0.03%
6.91%	Wellington Management Group LLP	12,642,169	€413.0m	-1.39%	0.07%
5.46%	Dimensional Fund Advisors LP	9,981,406	€326.1m	1.58%	0.05%
4.85%	State Street Global Advisors, Inc.	8,872,085	€289.8m	1.9%	0.01%
3.16%	T. Rowe Price Group, Inc.	5,777,414	€188.7m	1.68%	0.02%
3.05%	Silvercrest Asset Management Group LLC	5,587,909	€182.5m	0.68%	1.34%
2.38%	Geode Capital Management, LLC	4,362,543	€142.5m	0.92%	0.01%
1.89%	Fuller & Thaler Asset Management, Inc.	3,455,110	€112.9m	-0.1%	0.48%
1.31%	Macquarie Investment Management Business Trust	2,397,249	€78.3m	-1.82%	0.1%
1.28%	Northern Trust Global Investments	2,333,652	€76.2m	-2.98%	0.01%
1.23%	Charles Schwab Investment Management, Inc.	2,242,486	€73.3m	4.92%	0.01%
1.19%	First Trust Advisors LP	2,173,849	€71.0m	17.2%	0.06%
1.14%	Vaughan Nelson Investment Management, L.P.	2,083,518	€68.1m	16.3%	0.64%
1.06%	Norges Bank Investment Management	1,943,051	€63.5m	0%	0.01%
0.96%	BNY Asset Management	1,758,903	€57.5m	-15.2%	0.01%
0.77%	Goldman Sachs Group, Investment Banking and Securities Investments	1,405,578	€45.9m	69.2%	0.02%
0.76%	Fisher Asset Management, LLC	1,391,156	€45.4m	-0.35%	0.02%
0.73%	Segall Bryant & Hamill, LLC	1,331,112	€43.5m	21.7%	0.6%
0.5%	Cramer Rosenthal McGlynn LLC	911,988	€29.8m	-1%	1.79%
0.46%	Eaton Vance Management	846,551	€27.7m	-12.5%	0.01%
0.43%	Goldman Sachs Asset Management, L.P.	794,340	€25.9m	57.4%	0.01%
0.41%	BancorpSouth Investment Services, Inc.	754,913	€24.7m	-11.9%	1.83%
0.39%	Mellon Investments Corporation	705,361	€23.0m	0.05%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 16:42
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

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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

Cadence Bank is covered by 31 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jared Shaw	Barclays
Blair Brantley	BB&T Capital Markets
Benjamin Gerlinger	Citigroup Inc