Treatt Ownership

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

Recent Insider Transactions

LSE:TET Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
23 Sep 24	BuyUK£9,944	David Shannon	Individual		2,324	UK£4.28

Insider Trading Volume

Insider Buying: TET insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TET?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	17,416	0.0287%
Employee Share Scheme	96,819	0.159%
Public Companies	212,186	0.349%
Private Companies	382,143	0.629%
General Public	9,874,857	16.3%
Institutions	50,168,340	82.6%

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

Top Shareholders

Top 25 shareholders own 64.85% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.4%	BlackRock, Inc.	5,104,397	UK£24.9m	3.28%	no data
5.68%	abrdn plc	3,452,159	UK£16.9m	0.7%	0.02%
4.18%	Columbia Management Investment Advisers, LLC	2,540,989	UK£12.4m	7.63%	no data
3.9%	Liontrust Asset Management PLC	2,371,922	UK£11.6m	-2.32%	0.06%
3.79%	Joh. Berenberg, Gossler & Co. KG, Asset Management Arm	2,299,513	UK£11.2m	0.16%	0.48%
3.54%	Canaccord Genuity Asset Management Limited	2,150,000	UK£10.5m	0%	0.48%
3.28%	James Sharp & Co., Asset Management Arm	1,990,462	UK£9.7m	-0.34%	1.39%
3.14%	Invesco Ltd.	1,908,724	UK£9.3m	-0.51%	no data
2.9%	Royal London Asset Management Ltd.	1,760,471	UK£8.6m	-4.07%	0.01%
2.67%	Financiere de l'Echiquier	1,619,340	UK£7.9m	13.4%	0.12%
2.26%	Highclere International Investors LLP	1,374,846	UK£6.7m	2.26%	1.11%
2.11%	Rights and Issues Investment Trust Public Limited Company	1,281,009	UK£6.3m	0%	4.56%
2.11%	Jupiter Fund Management Plc	1,281,009	UK£6.3m	0%	0.02%
1.76%	Legal & General Investment Management Limited	1,070,947	UK£5.2m	0%	no data
1.57%	Barclays Bank PLC, Wealth and Investment Management Division	952,262	UK£4.7m	0.14%	0.05%
1.56%	HBOS Investment Fund Managers Limited	946,376	UK£4.6m	1.03%	0.04%
1.52%	Danske Capital Denmark	921,305	UK£4.5m	-2.89%	0.02%
1.43%	MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH	867,812	UK£4.2m	0%	0.08%
1.39%	AXA Investment Managers S.A.	846,330	UK£4.1m	0%	0.01%
1.38%	Hurley Partners Limited	839,187	UK£4.1m	-0.81%	6.5%
1.34%	Premier Fund Managers Ltd.	813,393	UK£4.0m	33.8%	0.06%
1.31%	Evelyn Partners Investment Management LLP	798,195	UK£3.9m	-3.2%	0.05%
1.29%	Canaccord Genuity Wealth (International) Ltd.	781,035	UK£3.8m	2%	0.07%
1.28%	Charles Stanley & Co. Ltd, Asset Management Arm	775,241	UK£3.8m	-1.82%	0.04%
1.07%	McInroy & Wood Limited	648,871	UK£3.2m	0%	0.28%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 01:07
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

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

Treatt plc is covered by 9 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
Setu Sharda	Barclays
Hannah Alderman	Berenberg
Matthew Abraham	Berenberg