Stepan Ownership

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

Recent Insider Transactions

DB:96S Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Aug 24	Buy€68,369	David Kabbes	Individual	1,056	€64.74
07 Mar 24	Sell€159,992	F. Stepan	Individual	2,000	€80.37
06 Mar 24	Sell€239,084	F. Stepan	Individual	3,000	€80.25
26 Feb 24	Sell€137,291	Scott Behrens	Individual	1,650	€83.82
23 Feb 24	Sell€50,627	Luis Rojo	Individual	600	€84.38

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 96S?
Owner Type	Number of Shares	Ownership Percentage
State or Government	10,070	0.0448%
Individual Insiders	1,284,608	5.71%
General Public	2,511,368	11.2%
Institutions	18,688,682	83.1%

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

Top Shareholders

Top 25 shareholders own 74.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.8%	BlackRock, Inc.	3,337,914	€215.3m	-0.3%	no data
11.3%	The Vanguard Group, Inc.	2,534,764	€163.5m	-0.47%	no data
6.72%	HighTower Advisors, LLC	1,510,542	€97.4m	-10.7%	0.15%
5.75%	Dimensional Fund Advisors LP	1,292,368	€83.4m	1.01%	0.01%
5.31%	State Street Global Advisors, Inc.	1,195,187	€77.1m	1.49%	no data
3.83%	Westwood Management Corp.	860,719	€55.5m	15.2%	0.45%
3.14%	F. Stepan	706,573	€45.6m	-2.66%	no data
2.86%	First Trust Advisors LP	642,765	€41.5m	14.1%	0.04%
2.36%	DePrince, Race & Zollo, Inc.	529,944	€34.2m	24.9%	0.73%
2.16%	Geode Capital Management, LLC	486,976	€31.4m	0.99%	no data
1.99%	Richard Stepan	447,725	€28.9m	0%	no data
1.76%	American Century Investment Management Inc	396,180	€25.6m	87.5%	0.01%
1.66%	Charles Schwab Investment Management, Inc.	374,220	€24.1m	5.31%	no data
1.54%	Eaton Vance Management	346,050	€22.3m	-3.33%	0.01%
1.38%	SouthernSun Asset Management, LLC	309,447	€20.0m	11%	2.71%
1.32%	BNY Asset Management	297,541	€19.2m	-8.55%	no data
1.11%	Northern Trust Global Investments	248,983	€16.1m	-2.02%	no data
0.96%	Morgan Stanley, Investment Banking and Brokerage Investments	215,532	€13.9m	122%	no data
0.78%	Cresset Asset Management, LLC	175,107	€11.3m	74%	0.05%
0.76%	Gotham Asset Management, LLC	170,206	€11.0m	0.82%	0.12%
0.75%	Russell Investment Management, LLC	167,678	€10.8m	44.5%	0.01%
0.58%	UBS Asset Management AG	130,131	€8.4m	3.76%	no data
0.54%	Grace & White, Inc.	121,147	€7.8m	-1.22%	1.59%
0.49%	Millennium Management LLC	109,974	€7.1m	208%	0.01%
0.49%	JP Morgan Asset Management	109,973	€7.1m	19.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 02:26
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

Stepan Company is covered by 6 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
David Silver	CL King & Associates, Inc.
Michael Harrison	Seaport Research Partners
Daniel Rizzo	Sidoti & Company, LLC