Pennon Group Ownership

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

Recent Insider Transactions

DB:3PN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Jul 24	Sell€39,827	Susan Davy	Individual	5,951	€6.69
12 Jan 24	Buy€17,447	Gillian Rider	Individual	2,054	€8.49
12 Jan 24	Buy€17,447	Susan Davy	Individual	2,054	€8.49

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 3PN?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	191,758	0.0671%
Individual Insiders	245,731	0.086%
Employee Share Scheme	264,914	0.0927%
State or Government	1,232,230	0.431%
General Public	54,126,790	18.9%
Institutions	229,819,634	80.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.5%.

Top Shareholders

Top 25 shareholders own 68.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.2%	Amundi Asset Management SAS	26,312,481	€184.9m	21.7%	0.04%
9.01%	Lazard Asset Management LLC	25,750,185	€180.9m	3.69%	0.17%
6.05%	Impax Asset Management Group Plc	17,309,751	€121.6m	19.8%	0.36%
6.04%	BlackRock, Inc.	17,274,937	€121.4m	81.4%	no data
5.41%	The Vanguard Group, Inc.	15,452,996	€108.6m	2.48%	no data
4.32%	Pictet Asset Management SA	12,343,356	€86.7m	7.14%	0.17%
3.14%	ClearBridge Investments Limited	8,981,007	€63.1m	-4.74%	1.35%
2.75%	Nuance Investments, LLC	7,859,452	€55.2m	-1.15%	2.01%
2.72%	Legal & General Investment Management Limited	7,779,995	€54.7m	-0.48%	0.01%
2.07%	UBS Asset Management AG	5,929,679	€41.7m	25.6%	no data
2.07%	BNP Paribas Asset Management Europe	5,912,753	€41.5m	0%	0.11%
1.56%	Norges Bank Investment Management	4,460,857	€31.3m	-8.07%	no data
1.46%	KBC Asset Management NV	4,168,528	€29.3m	21.1%	0.06%
1.45%	CBRE Investment Management Listed Real Assets LLC	4,137,700	€29.1m	10.3%	0.43%
1.43%	M&G Investment Management Limited	4,075,189	€28.6m	-4.3%	0.06%
1.39%	State Street Global Advisors, Inc.	3,961,430	€27.8m	-12.3%	no data
1.22%	Dimensional Fund Advisors LP	3,482,474	€24.5m	0%	no data
1.19%	Societe Generale Group, Banking Investments	3,405,467	€23.9m	-20.5%	0.14%
1.09%	HSBC Global Asset Management (France)	3,129,752	€22.0m	61.6%	0.32%
0.95%	Natixis Investment Managers International	2,720,891	€19.1m	6.93%	0.08%
0.94%	Invesco Ltd.	2,695,282	€18.9m	0%	0.01%
0.7%	Northern Trust Global Investments	2,013,393	€14.1m	-18.7%	no data
0.69%	Columbia Management Investment Advisers, LLC	1,965,815	€13.8m	0%	no data
0.63%	Gravis Advisory Limited	1,801,750	€12.7m	0%	1.13%
0.57%	HBOS Investment Fund Managers Limited	1,637,968	€11.5m	0.67%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 02:52
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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.

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

Pennon Group Plc is covered by 28 analysts. 10 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
John Musk	Barclays
Dominic Nash	Barclays
Harry Wyburd	BNP Paribas Exane