Helical 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 1Y7?
Owner TypeNumber of SharesOwnership Percentage
Public Companies115,2080.0934%
Private Companies844,1200.684%
Employee Share Scheme1,181,7100.958%
General Public4,432,8303.59%
Individual Insiders12,077,8229.79%
Institutions104,703,50784.9%

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


Top Shareholders

Top 25 shareholders own 79.33% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.1%
Baillie Gifford & Co.
12,485,368€26.3m98.3%0.01%
8.26%
Janus Henderson Group plc
10,187,749€21.5m-4.04%0.01%
7.51%
Michael Slade
9,265,895€19.5m0%no data
6.29%
Aberforth Partners LLP
7,764,711€16.4m1.49%0.71%
5.32%
Schroder Investment Management Limited
6,567,372€13.8m3.06%0.01%
4.63%
BlackRock, Inc.
5,708,574€12.0m-14.4%no data
4.46%
The Vanguard Group, Inc.
5,496,273€11.6m19.5%no data
3.84%
Premier Fund Managers Ltd.
4,737,130€10.0m-7.31%0.13%
2.96%
Dimensional Fund Advisors LP
3,645,847€7.7m-10.6%no data
2.83%
Columbia Management Investment Advisers, LLC
3,492,118€7.4m0%no data
2.49%
West Yorkshire Pension Fund
3,065,626€6.5m138%0.13%
2.31%
Fidelity International Ltd
2,846,507€6.0m12.6%no data
2.12%
Jupiter Fund Management Plc
2,610,128€5.5m-55.1%0.02%
1.99%
Legal & General Investment Management Limited
2,459,958€5.2m-0.27%no data
1.76%
M&G Investment Management Limited
2,170,457€4.6m-34.4%0.01%
1.64%
DNB Asset Management AS
2,022,682€4.3m8.79%0.02%
1.6%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,975,298€4.2m0%no data
1.45%
Matthew Bonning-Snook
1,792,306€3.8m0%no data
1.39%
State Street Global Advisors, Inc.
1,709,010€3.6m14%no data
1.25%
Evelyn Partners Investment Management LLP
1,547,132€3.3m-5.9%0.04%
1.12%
Goldman Sachs Group, Investment Banking and Securities Investments
1,384,667€2.9m4,350%no data
1.09%
Mayar Capital Advisors Ltd
1,338,743€2.8m0%18.37%
0.98%
FMR LLC
1,210,493€2.6m-30.3%no data
0.97%
Aviva Investors Global Services Ltd.
1,194,893€2.5m2.48%no data
0.96%
Helical Bar Profit Sharing Scheme
1,181,710€2.5m-7.76%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 12:41
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Helical plc is covered by 13 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.

AnalystInstitution
Aaron GuyBarclays
Miranda CockburnBerenberg
Bhupen MasterBofA Global Research