Orlen 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 0FMN?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	925	0.0000797%
Private Companies	2,942	0.000253%
General Public	178,498,568	15.4%
Institutions	403,129,535	34.7%
State or Government	579,310,079	49.9%

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

Top Shareholders

Top 25 shareholders own 81.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
49.9%	The State Treasury of the Republic of Poland	579,310,079	zł27.1b	0%	no data
5.89%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	68,379,124	zł3.2b	-2.29%	6.91%
5.1%	Allianz Asset Management GmbH	59,225,962	zł2.8b	0%	0.28%
3.02%	Powszechne Towarzystwo Emerytalne PZU SA	35,006,722	zł1.6b	111%	9.2%
2.66%	Generali Powszechne Towarzystwo Emerytalne S A	30,833,617	zł1.4b	-0.21%	8.01%
1.99%	BlackRock, Inc.	23,142,948	zł1.1b	-3.6%	no data
1.99%	The Vanguard Group, Inc.	23,132,881	zł1.1b	0.39%	no data
1.73%	Aegon Asset Management UK Plc	20,112,077	zł942.6m	0%	1.29%
1.57%	MetLife Powszechne Towarzystwo Emerytalne S.A.	18,258,378	zł855.7m	0%	9.74%
1.25%	UNIQA Österreich Versicherungen AG, Asset Management Arm	14,496,025	zł679.4m	0%	8.5%
0.92%	Dimensional Fund Advisors LP	10,648,929	zł499.1m	-0.24%	0.02%
0.88%	PTE Bankowy, Asset Management Arm	10,269,336	zł481.3m	0%	8.01%
0.6%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	6,945,858	zł325.5m	0%	2.75%
0.55%	Schroder Investment Management Limited	6,410,672	zł300.4m	0%	0.05%
0.53%	Goldman Sachs Asset Management, L.P.	6,144,413	zł288.0m	0.41%	0.02%
0.43%	Geode Capital Management, LLC	4,974,572	zł233.1m	1.26%	no data
0.42%	Towarzystwo Funduszy Inwestycyjnych PZU SA	4,932,311	zł231.2m	0%	3.2%
0.35%	Pocztylion Arka PTE S.A.	4,094,066	zł191.9m	0%	7.5%
0.26%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	3,037,455	zł142.4m	0%	2.7%
0.26%	Schroder Investment Management North America Inc.	2,972,787	zł139.3m	0%	0.11%
0.23%	BNY Asset Management	2,629,913	zł123.2m	-5.44%	0.01%
0.2%	Charles Schwab Investment Management, Inc.	2,270,698	zł106.4m	1.67%	no data
0.19%	Amundi Asset Management SAS	2,231,617	zł104.6m	-3.54%	0.01%
0.19%	Norges Bank Investment Management	2,175,489	zł102.0m	0%	no data
0.19%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	2,158,845	zł101.2m	0%	3.63%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 16:12
End of Day Share Price	2024/12/20 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

Orlen S.A. is covered by 25 analysts. 6 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
Robert Bate	Barclays
Yuriy Kukhtanych	Berenberg
Kamil Kliszcz	Biuro maklerskie mBanku