Baytex Energy Ownership

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

Recent Insider Transactions

DB:B5X Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 24	Buy€20,142	Nicole Frechette	Individual	8,200	€2.46
11 Sep 24	Buy€13,370	Nicole Frechette	Individual	4,950	€2.70
06 Sep 24	Buy€33,333	Chad Kalmakoff	Individual	12,000	€2.78
12 Jun 24	Buy€31,038	Chad Kalmakoff	Individual	10,000	€3.10
04 Jun 24	Buy€16,734	Chad Lundberg	Individual	5,500	€3.04
17 May 24	Buy€21,470	James Maclean	Individual	6,700	€3.20
17 May 24	Buy€49,131	Stephen David Reynish	Individual	15,400	€3.19
16 May 24	Buy€15,811	Kendall Arthur	Individual	5,000	€3.16
15 May 24	Buy€9,314	Angela Lekatsas	Individual	3,000	€3.10
14 May 24	Buy€47,422	Mark Bly	Individual	15,000	€3.16
14 May 24	Buy€96,416	Eric Greager	Individual	30,358	€3.18
14 May 24	Buy€17,049	Nicole Frechette	Individual	5,300	€3.22
25 Mar 24	Buy€96,123	Eric Greager	Individual	28,453	€3.64
25 Mar 24	Sell€131,052	Tiffany Thom Cepak	Individual	40,000	€3.28
06 Mar 24	Buy€58,474	Mark Bly	Individual	20,000	€2.92
06 Mar 24	Buy€27,124	James Maclean	Individual	9,400	€2.89
06 Mar 24	Buy€57,710	Eric Greager	Individual	20,000	€2.89
04 Mar 24	Buy€53,865	Angela Lekatsas	Individual	18,000	€2.99
04 Mar 24	Buy€102,448	Eric Greager	Individual	34,774	€2.95

Insider Trading Volume

Insider Buying: B5X insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of B5X?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,019,317	0.624%
Private Companies	26,994,664	3.35%
VC/PE Firms	74,186,665	9.22%
Institutions	206,255,698	25.6%
General Public	492,543,656	61.2%

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

Top Shareholders

Top 25 shareholders own 33.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.22%	Juniper Capital Advisors, L.P.	74,186,665	€172.7m	0%	100.0%
4.82%	Ninepoint Partners LP	38,800,000	€90.3m	-4.2%	6.35%
3.48%	The Vanguard Group, Inc.	27,994,679	€65.2m	0.02%	no data
3.35%	Rocky Creek Resources, LLC	26,994,664	€62.8m	0%	no data
1.73%	Canadian Imperial Bank of Commerce, Asset Management Arm	13,961,132	€32.5m	5.2%	0.07%
1.45%	Millennium Management LLC	11,642,599	€27.1m	14.9%	0.02%
1.36%	Hotchkis and Wiley Capital Management, LLC	10,940,838	€25.5m	-1.48%	0.08%
1.1%	American Century Investment Management Inc	8,826,611	€20.6m	50.7%	0.01%
0.9%	AllianceBernstein L.P.	7,277,200	€16.9m	1.7%	no data
0.61%	Arrowstreet Capital, Limited Partnership	4,870,523	€11.3m	242%	0.01%
0.54%	Goldman Sachs Group, Investment Banking and Securities Investments	4,318,130	€10.1m	6.16%	no data
0.53%	Fédération des Caisses Desjardins du Québec, Asset Management Arm	4,259,362	€9.9m	-0.53%	0.05%
0.49%	RBC Dominion Securities Inc., Asset Management Arm	3,919,821	€9.1m	-4.44%	0.01%
0.46%	BMO Asset Management Corp.	3,688,997	€8.6m	-11.3%	no data
0.44%	Two Sigma Investments, LP	3,543,336	€8.2m	21.4%	0.02%
0.35%	CIBC Asset Management Inc.	2,781,322	€6.5m	1.11%	0.01%
0.34%	Merrill Lynch & Co. Inc., Banking Investments	2,711,891	€6.3m	-13.4%	no data
0.33%	Royce & Associates, LP	2,634,943	€6.1m	6.86%	0.05%
0.31%	FMR LLC	2,503,264	€5.8m	0.03%	no data
0.3%	Scotiabank Global Banking and Markets, Asset Management Division	2,414,019	€5.6m	1.41%	0.03%
0.28%	Morgan Meighen & Associates Limited	2,250,000	€5.2m	0%	0.38%
0.27%	Charles Schwab Investment Management, Inc.	2,190,105	€5.1m	0.76%	no data
0.27%	TD Asset Management, Inc.	2,156,170	€5.0m	2.57%	no data
0.25%	National Bank Investments Inc.	2,010,042	€4.7m	16.5%	0.01%
0.25%	BNP Paribas Arbitrage Sa, Asset Management Arm	2,002,069	€4.7m	2.62%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 15:46
End of Day Share Price	2024/12/23 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

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

Baytex Energy Corp. is covered by 30 analysts. 5 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
Patrick O'Rourke	ATB Capital Markets
Laique Ahmad Amir Arif	ATB Capital Markets
Grant Hofer	Barclays