Coherent Ownership

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

Recent Insider Transactions

DB:H7B Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Dec 24	Buy€48,941	James Anderson	Individual	500	€97.88
22 Nov 24	Buy€50,013	James Anderson	Individual	500	€100.03
13 Nov 24	Sell€548,363	Elizabeth Patrick	Individual	5,542	€99.29
13 Sep 24	Sell€333,158	Ronald Basso	Individual	4,741	€70.27
10 Sep 24	Buy€31,998	James Anderson	Individual	500	€64.00
03 Sep 24	Buy€33,229	James Anderson	Individual	500	€66.46
05 Jun 24	Sell€872,909	Michael Dreyer	Individual	14,239	€61.30
03 Jun 24	Sell€211,689	Ronald Basso	Individual	3,367	€62.87
16 May 24	Sell€162,840	Ronald Basso	Individual	3,000	€54.28

Insider Trading Volume

Insider Buying: H7B insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of H7B?
Owner Type	Number of Shares	Ownership Percentage
State or Government	120,276	0.0684%
Individual Insiders	1,521,762	0.865%
VC/PE Firms	27,896,651	15.9%
Institutions	146,357,633	83.2%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.1%.

Top Shareholders

Top 25 shareholders own 83.51% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18%	Bain Capital, LP	27,896,651	€2.6b	0%	36.63%
10.3%	The Vanguard Group, Inc.	15,938,529	€1.5b	3.45%	0.02%
10.2%	BlackRock, Inc.	15,693,372	€1.5b	5.23%	0.02%
7.15%	Invesco Ltd.	11,053,300	€1.0b	31.2%	0.28%
6.88%	Dodge & Cox	10,639,374	€995.9m	-24.1%	0.35%
4.55%	FMR LLC	7,042,575	€659.2m	85.9%	0.04%
3.4%	Wellington Management Group LLP	5,251,332	€491.6m	39.2%	0.08%
2.82%	State Street Global Advisors, Inc.	4,359,303	€408.1m	8.5%	0.02%
2.02%	Dimensional Fund Advisors LP	3,126,390	€292.7m	-10.2%	0.05%
1.93%	Duquesne Family Office LLC	2,978,530	€278.8m	-17%	9.36%
1.91%	PointState Capital LP	2,949,175	€276.1m	-8.07%	6.82%
1.7%	Point72 Asset Management, L.P.	2,630,216	€246.2m	-37.1%	0.65%
1.57%	Geode Capital Management, LLC	2,427,982	€227.3m	11.4%	0.02%
1.53%	Whale Rock Capital Management LLC	2,363,913	€221.3m	-5.86%	2.65%
1.44%	Macquarie Investment Management Business Trust	2,224,513	€208.2m	-21%	0.25%
1.11%	Norges Bank Investment Management	1,710,100	€160.1m	0%	0.01%
0.98%	Driehaus Capital Management LLC	1,513,191	€141.6m	16%	0.88%
0.86%	Hood River Capital Management LLC	1,328,538	€124.4m	-7.45%	1.96%
0.83%	AllianceBernstein L.P.	1,288,697	€120.6m	75.6%	0.04%
0.81%	Snyder Capital Management, L.P.	1,250,724	€117.1m	-3.91%	2.57%
0.78%	Alyeska Investment Group, L.P.	1,210,975	€113.4m	240%	0.58%
0.71%	BNY Asset Management	1,099,976	€103.0m	-4.41%	0.02%
0.71%	Morgan Stanley, Investment Banking and Brokerage Investments	1,099,388	€102.9m	64.2%	0.01%
0.68%	Northern Trust Global Investments	1,054,158	€98.7m	6.91%	0.02%
0.66%	Charles Schwab Investment Management, Inc.	1,021,838	€95.7m	-16.6%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 20:46
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

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

Coherent Corp. is covered by 34 analysts. 18 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
Ishan Majumdar	Baptista Research
Thomas O'Malley	Barclays
Ted Moreau	Barrington Research Associates, Inc.