Samuel Heath & Sons plc

AIM:HSM Stock Report

Market Cap: UK£8.6m

Samuel Heath & Sons 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 HSM?
Owner TypeNumber of SharesOwnership Percentage
Institutions102,9924.06%
General Public519,20020.5%
Private Companies772,30030.5%
Individual Insiders1,139,83045%

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

Top Shareholders

Top 25 shareholders own 79.47% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18%
Estate of Samuel Bonython Heath
455,800UK£1.5m0%no data
14.9%
Guy Heath
378,710UK£1.3m0%no data
14.9%
Christopher Heath
378,710UK£1.3m0%no data
12.2%
Vob & T Holding AB
309,500UK£1.1m0%no data
10.8%
Stephanie Perkins
272,810UK£927.6k0%no data
4.09%
Peter Allen
103,600UK£352.2k0%no data
0.94%
Barclays Bank PLC, Wealth and Investment Management Division
23,878UK£81.2k7.29%no data
0.71%
Integrated Financial Arrangements plc, Asset Management Arm
17,900UK£60.9k0%no data
0.52%
EFG Private Bank SA, Asset Management Arm
13,250UK£45.0k0%no data
0.51%
Close Asset Management Limited
13,025UK£44.3k30%no data
0.49%
James Sharp & Co., Asset Management Arm
12,500UK£42.5k0%0.01%
0.34%
Albert E Sharp LLP
8,500UK£28.9k0%0.01%
0.2%
GP Securities Ltd
5,000UK£17.0k0%no data
0.16%
Canaccord Genuity Wealth (International) Ltd.
4,152UK£14.1k0%no data
0.14%
Rathbones Investment Management Limited
3,500UK£11.9k0%no data
0.079%
Quilter Cheviot Limited
2,000UK£6.8k0%no data
0.079%
Luctom Investments Pty Ltd
2,000UK£6.8k0%no data
0.065%
Kredietrust Luxembourg SA
1,650UK£5.6k0%no data
0.065%
HBOS Investment Fund Managers Limited
1,637UK£5.6k0%no data
0.039%
Anthony Buttanshaw
1,000UK£3.4k0%no data
0.039%
Martyn Whieldon
1,000UK£3.4k0%no data
0.039%
Martin Green
1,000UK£3.4k0%no data
0.039%
Ross Martin Hilton Andrews
1,000UK£3.4k0%no data
0.039%
Simon George Latham
1,000UK£3.4k0%no data
0.039%
Martin Harrison
1,000UK£3.4k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 07:42
End of Day Share Price 2025/01/02 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

Samuel Heath & Sons plc is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution