Smith & Wesson Brands Ownership

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

Recent Insider Transactions

DB:SWS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
11 Mar 24	Sell€209,137	Deana McPherson	Individual		13,068	€16.00

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 SWS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	586,823	1.33%
Hedge Funds	2,874,375	6.53%
General Public	16,531,673	37.6%
Institutions	24,009,832	54.6%

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

Top Shareholders

Top 25 shareholders own 53.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.68%	BlackRock, Inc.	4,260,179	€41.0m	1.33%	no data
8.1%	The Vanguard Group, Inc.	3,562,611	€34.3m	1.64%	no data
6.73%	Dimensional Fund Advisors LP	2,959,845	€28.5m	-1.46%	no data
6.53%	Renaissance Technologies LLC	2,874,375	€27.7m	2.73%	0.04%
2.72%	American Century Investment Management Inc	1,197,419	€11.5m	14.4%	0.01%
2.43%	Geode Capital Management, LLC	1,067,955	€10.3m	0.68%	no data
2.15%	State Street Global Advisors, Inc.	945,402	€9.1m	-2.66%	no data
1.91%	Punch Card Management LP	840,038	€8.1m	0%	2.57%
1.58%	Charles Schwab Investment Management, Inc.	693,651	€6.7m	-18.1%	no data
1.45%	Arrowstreet Capital, Limited Partnership	639,670	€6.2m	-6.2%	0.01%
1.4%	Goldman Sachs Asset Management, L.P.	618,197	€5.9m	926%	no data
1.11%	Citadel Advisors LLC	490,121	€4.7m	3,320%	0.01%
1.01%	BNY Asset Management	445,139	€4.3m	-6.5%	no data
0.91%	LSV Asset Management	399,200	€3.8m	0%	0.01%
0.9%	Northern Trust Global Investments	393,843	€3.8m	3.38%	no data
0.74%	Marshall Wace LLP	326,504	€3.1m	13.4%	no data
0.71%	Squarepoint OPS LLC	310,554	€3.0m	285%	0.01%
0.57%	Bank of America Corporation, Asset Management Arm	252,358	€2.4m	46.3%	no data
0.48%	Mark Smith	210,906	€2.0m	2.44%	no data
0.44%	Morgan Stanley, Investment Banking and Brokerage Investments	193,563	€1.9m	26.2%	no data
0.42%	Goldman Sachs Group, Investment Banking and Securities Investments	183,616	€1.8m	-18.9%	no data
0.37%	First Trust Advisors LP	161,921	€1.6m	-85.7%	no data
0.36%	Bridgeway Capital Management, LLC	157,246	€1.5m	-21.3%	0.03%
0.31%	UBS Asset Management AG	137,961	€1.3m	-6.25%	no data
0.3%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	132,579	€1.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 14:32
End of Day Share Price	2024/12/20 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

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

Smith & Wesson Brands, Inc. is covered by 19 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
Rommel Dionisio	Aegis Capital Corporation
Bret Jordan	Avondale Partners
Ronald Bookbinder	Benchmark Company