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Joules Group 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 9UY?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	40,921	0.0366%
Public Companies	113,492	0.102%
General Public	23,431,323	21%
Individual Insiders	35,822,966	32%
Institutions	52,389,050	46.9%

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

Top Shareholders

Top 25 shareholders own 74.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
21.8%	Tom Simon Joule	24,416,091	€2.6m	0%	no data
10%	Richard Teatum	11,200,000	€1.2m	0%	no data
9.55%	abrdn plc	10,676,270	€1.1m	41.1%	no data
5.96%	GAM Holding AG	6,666,118	€703.7k	78.9%	0.01%
5.26%	Columbia Management Investment Advisers, LLC	5,882,807	€621.0k	2.28%	no data
2.3%	Janus Henderson Group plc	2,572,925	€271.6k	-43.4%	no data
2.25%	HBOS Investment Fund Managers Limited	2,512,788	€265.3k	47.6%	no data
1.91%	Barclays Bank PLC, Wealth and Investment Management Division	2,140,468	€225.9k	47.5%	no data
1.81%	HSBC Global Asset Management (UK) Limited	2,029,078	€214.2k	190%	no data
1.65%	A J Bell Holdings Limited, Asset Management Arm	1,845,973	€194.9k	23.8%	no data
1.57%	River and Mercantile Asset Management LLP	1,750,000	€184.7k	-56.5%	0.01%
1.38%	IG Group Holdings Plc, Asset Management Arm	1,541,324	€162.7k	51.9%	0.02%
1.34%	W H Ireland Group plc, Asset Management Arm	1,496,542	€158.0k	71.2%	0.07%
1.15%	Peel Hunt LLP., Asset Management Arm	1,286,389	€135.8k	90.4%	0.05%
0.99%	West Yorkshire Pension Fund	1,101,696	€116.3k	0%	no data
0.89%	eQ Rahastoyhtiö Oy	1,000,000	€105.6k	5.26%	0.35%
0.75%	Jarvis Securities plc, Asset Management Arm	835,108	€88.2k	-17.3%	no data
0.67%	London Wealth Management Limited	747,764	€78.9k	15.9%	no data
0.63%	ADM Investor Services International Limited, Asset Management Arm	700,000	€73.9k	367%	0.13%
0.6%	Fidelity International Ltd	668,711	€70.6k	57.5%	no data
0.51%	Equiniti Group Limited, Asset Management Arm	565,552	€59.7k	-1.54%	no data
0.5%	Rathbone Investment Management Limited	560,090	€59.1k	22.9%	no data
0.45%	Morgan Stanley, Investment Banking and Brokerage Investments	500,149	€52.8k	108%	no data
0.39%	Schroder Investment Management Limited	437,262	€46.2k	40%	no data
0.37%	Charles Stanley & Co. Ltd, Asset Management Arm	416,144	€43.9k	6.09%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/12/20 03:25
End of Day Share Price	2022/11/18 00:00
Earnings	2021/11/28
Annual Earnings	2021/05/30

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

Joules Group Plc is covered by 5 analysts. 2 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
Joseph Barron	Berenberg
Wayne Brown	Panmure Liberum
Andrew Blain	Panmure Liberum Historic (Panmure Gordon)