Powell Industries Ownership

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

Recent Insider Transactions

DB:PW2 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Dec 24	Sell€468,153	Terry McKertcher	Individual	1,700	€275.38
04 Dec 24	Sell€269,839	William Mauney	Individual	1,000	€272.61
08 Nov 24	Sell€3,227,352	Thomas Powell	Individual	10,000	€325.02
11 Oct 24	Sell€586,705	Thomas Powell	Individual	2,451	€239.37
09 Oct 24	Sell€4,107,037	Thomas Powell	Individual	17,549	€236.63
08 Oct 24	Sell€4,539,972	Thomas Powell	Individual	20,000	€230.12
25 Sep 24	Sell€4,784,811	Thomas Powell	Individual	25,000	€195.78
27 Aug 24	Sell€1,098,611	James McGill	Individual	6,600	€168.80
15 Aug 24	Sell€22,363	William Mauney	Individual	150	€149.09
05 Aug 24	Sell€145,824	Robert Callahan	Individual	1,000	€145.82
31 May 24	Sell€3,852,131	Thomas Powell	Individual	20,300	€191.55
31 May 24	Sell€203,521	John Birchall	Individual	1,100	€185.02
06 May 24	Sell€769,360	Katheryn Curtis	Individual	5,000	€153.87
04 Mar 24	Sell€670,529	Thomas Powell	Individual	3,884	€174.78
29 Feb 24	Sell€82,566	Thomas Powell	Individual	500	€165.13
28 Feb 24	Sell€3,934,942	Thomas Powell	Individual	25,000	€162.00
23 Feb 24	Sell€3,626,948	Thomas Powell	Individual	25,000	€149.99
21 Feb 24	Sell€1,291,142	Christopher Cragg	Individual	9,000	€144.64
13 Feb 24	Sell€1,408,220	Thomas Powell	Individual	9,994	€142.69
13 Feb 24	Sell€696,783	Richard Williams	Individual	5,000	€139.36

Insider Trading Volume

Insider Buying: PW2 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PW2?
Owner Type	Number of Shares	Ownership Percentage
State or Government	4,253	0.0312%
Individual Insiders	2,625,975	19.3%
Institutions	11,005,601	80.7%

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

Top Shareholders

Top 25 shareholders own 86.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.1%	Thomas Powell	2,304,593	€586.1m	-2.12%	no data
13.5%	Transform Wealth, LLC	1,628,009	€414.0m	-2.73%	22.39%
12.1%	BlackRock, Inc.	1,461,611	€371.7m	3.83%	0.01%
5.5%	The Vanguard Group, Inc.	663,061	€168.6m	2.32%	no data
4.53%	Dimensional Fund Advisors LP	546,743	€139.0m	-15.6%	0.02%
3.97%	Morgan Stanley, Investment Banking and Brokerage Investments	478,925	€121.8m	117%	0.01%
3.2%	Pacer Advisors, Inc.	385,888	€98.1m	-18.1%	0.22%
3.01%	State Street Global Advisors, Inc.	362,717	€92.2m	0.95%	no data
2.79%	Renaissance Technologies LLC	336,335	€85.5m	-18.7%	0.13%
2.69%	American Century Investment Management Inc	324,721	€82.6m	18.3%	0.04%
2.34%	Mirae Asset Global Investments Co., Ltd.	281,866	€71.7m	2.23%	0.06%
2.13%	Geode Capital Management, LLC	257,049	€65.4m	3.92%	no data
1.86%	Arrowstreet Capital, Limited Partnership	223,760	€56.9m	-9.27%	0.05%
1.2%	Brett Cope	144,170	€36.7m	22.7%	no data
1.14%	Millennium Management LLC	137,878	€35.1m	1.42%	0.03%
1.12%	Wellington Management Group LLP	135,313	€34.4m	0%	0.01%
0.93%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	112,360	€28.6m	-0.34%	0.01%
0.84%	Northern Trust Global Investments	100,959	€25.7m	2.2%	no data
0.82%	First Trust Advisors LP	98,986	€25.2m	-75.5%	0.02%
0.82%	Victory Capital Management Inc.	98,590	€25.1m	1,120%	0.02%
0.78%	Charles Schwab Investment Management, Inc.	93,845	€23.9m	0%	no data
0.76%	BNY Asset Management	91,364	€23.2m	-7.65%	no data
0.62%	Royce & Associates, LP	74,458	€18.9m	-9.5%	0.16%
0.61%	Goldman Sachs Group, Investment Banking and Securities Investments	73,758	€18.8m	52.5%	0.01%
0.51%	Jane Street Group, LLC, Asset Management Arm	61,521	€15.6m	31.3%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/20 16:21
End of Day Share Price	2025/01/17 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

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.

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

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

Powell Industries, Inc. is covered by 9 analysts. 3 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
null null	Burkenroad Reports
Jonathan Tanwanteng	CJS Securities, Inc.
Brent Thielman	D.A. Davidson & Co.