Barry Callebaut AG

BATS-CHIXE:BARNZ Stock Report

Market Cap: CHF 5.2b

Barry Callebaut 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 BARNZ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders312,6925.71%
VC/PE Firms1,650,28630.1%
General Public1,737,79831.7%
Institutions1,779,83732.5%

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

Top Shareholders

Top 25 shareholders own 63.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
30.1%
Jacobs Holding AG
1,650,286CHF 1.6b0.04%100.0%
6.5%
UBS Asset Management AG
356,240CHF 337.9m116%0.04%
5.1%
Renata Jacobs
279,511CHF 265.1m1.85%no data
5.05%
Artisan Partners Limited Partnership
276,913CHF 262.7m-8.13%0.22%
3.1%
BlackRock, Inc.
169,899CHF 161.1m-0.15%no data
2.57%
The Vanguard Group, Inc.
141,107CHF 133.8m0.84%no data
2.22%
Capital Research and Management Company
121,589CHF 115.3m-0.08%0.01%
1.68%
Norges Bank Investment Management
92,127CHF 87.4m0%0.01%
0.99%
Vontobel Asset Management AG
54,487CHF 51.7m77.9%0.3%
0.81%
Dimensional Fund Advisors LP
44,476CHF 42.2m2.16%0.01%
0.78%
Polaris Capital Management, LLC
42,771CHF 40.6m-3.03%0.69%
0.57%
ZKB Asset Management
31,042CHF 29.4m-6.75%0.06%
0.48%
Pictet Asset Management Limited
26,276CHF 24.9m-1.25%0.02%
0.44%
Geode Capital Management, LLC
24,008CHF 22.8m2.19%no data
0.43%
GAM Holding AG
23,336CHF 22.1m-0.05%0.31%
0.32%
Zürcher Kantonalbank, Investment Arm
17,539CHF 16.6m-7.52%0.15%
0.29%
Nicolas Jacobs
15,686CHF 14.9m31.8%no data
0.28%
RIT Capital Partners Plc
15,436CHF 14.6m0%1.9%
0.27%
zCapital AG
15,000CHF 14.2m0%0.89%
0.25%
Allianz Asset Management GmbH
13,750CHF 13.0m-5.65%0.01%
0.24%
Amundi Asset Management SAS
12,945CHF 12.3m-34.4%no data
0.22%
Charles Schwab Investment Management, Inc.
12,279CHF 11.6m7.48%no data
0.21%
KBC Asset Management NV
11,392CHF 10.8m0%0.02%
0.17%
OLZ & Partners
9,064CHF 8.6m-0.22%1.31%
0.15%
State Street Global Advisors, Inc.
8,198CHF 7.8m1.22%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/05 04:12
End of Day Share Price 2025/02/05 00:00
Earnings2024/08/31
Annual Earnings2024/08/31

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.

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 Github.

Analyst Sources

Barry Callebaut AG is covered by 30 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andreas von ArxBaader Helvea Equity Research
Volker BosseBaader Helvea Equity Research
Laura Pfeifer-RossiBank am Bellevue