Universal 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 0LJD?
Owner Type	Number of Shares	Ownership Percentage
State or Government	6,323	0.0256%
Individual Insiders	525,694	2.13%
General Public	4,318,264	17.5%
Institutions	19,842,466	80.4%

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

Top Shareholders

Top 25 shareholders own 68.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.5%	BlackRock, Inc.	3,816,805	US$208.5m	1.09%	no data
11.6%	The Vanguard Group, Inc.	2,874,611	US$157.0m	-1.16%	no data
7.73%	Dimensional Fund Advisors LP	1,907,646	US$104.2m	-1.72%	0.02%
4.94%	State Street Global Advisors, Inc.	1,218,793	US$66.6m	6.26%	no data
4.39%	First Trust Advisors LP	1,083,325	US$59.2m	-8.84%	0.05%
3.76%	Pzena Investment Management, Inc.	928,870	US$50.7m	-9.99%	0.1%
3.13%	Invesco Capital Management LLC	772,544	US$42.2m	-13.7%	0.02%
2.29%	Geode Capital Management, LLC	566,356	US$30.9m	0.64%	no data
2.2%	Charles Schwab Investment Management, Inc.	542,683	US$29.6m	4.65%	no data
1.45%	BNY Asset Management	358,303	US$19.6m	-6.55%	no data
1.14%	ProShare Advisors LLC	280,838	US$15.3m	2.77%	0.04%
1.09%	Boston Partners Global Investors, Inc.	270,055	US$14.8m	-5.92%	0.01%
1.02%	Mirae Asset Global Investments Co., Ltd.	251,185	US$13.7m	-0.28%	0.01%
1%	Northern Trust Global Investments	246,871	US$13.5m	2.16%	no data
0.91%	Morgan Stanley, Investment Banking and Brokerage Investments	225,627	US$12.3m	71%	no data
0.9%	Advisors Asset Management, Inc.	221,695	US$12.1m	2.3%	0.22%
0.86%	George Freeman	212,286	US$11.6m	0%	no data
0.83%	Davenport Asset Management	204,236	US$11.2m	4.71%	0.07%
0.61%	Adams Asset Advisors LLC	151,106	US$8.3m	0%	1.14%
0.56%	UBS Asset Management AG	139,143	US$7.6m	12.6%	no data
0.55%	Eaton Vance Management	136,033	US$7.4m	6.11%	no data
0.5%	Insight Folios Inc	123,842	US$6.8m	7.11%	2.59%
0.47%	Principal Global Investors, LLC	116,386	US$6.4m	-8.51%	no data
0.43%	First Trust Portfolios L.P.	105,924	US$5.8m	0.44%	0.62%
0.42%	Goldman Sachs Group, Investment Banking and Securities Investments	103,845	US$5.7m	137%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 09:32
End of Day Share Price	2024/12/19 00:00
Earnings	2024/06/30
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

Universal Corporation is covered by 1 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.

Analyst	Institution
Ann Gurkin	Davenport & Company