WH Smith Ownership

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


Recent Insider Transactions

BATS-CHIXE:SMWHL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 May 24BuyUK£9,990Annette CourtIndividual900UK£11.10

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 SMWHL?
Owner TypeNumber of SharesOwnership Percentage
Public Companies55,7880.0434%
Individual Insiders76,3480.0595%
Private Companies102,6720.08%
Employee Share Scheme1,869,2831.46%
General Public8,154,0046.35%
Institutions118,157,06592%

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


Top Shareholders

Top 25 shareholders own 72.71% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.2%
Causeway Capital Management LLC
15,639,336UK£184.6m-1.97%0.97%
8.45%
BlackRock, Inc.
10,845,437UK£128.0m2.32%no data
6.28%
M&G Investment Management Limited
8,068,920UK£95.2m5.55%0.25%
5.39%
The Vanguard Group, Inc.
6,920,508UK£81.7m1.82%no data
4.36%
Artemis Investment Management LLP
5,602,270UK£66.1m11.4%0.33%
4.35%
Boston Partners Global Investors, Inc.
5,590,361UK£66.0m-16.7%0.05%
3.25%
Royal London Asset Management Ltd.
4,173,483UK£49.3m-2.36%0.08%
3.15%
Wellington Management Group LLP
4,049,633UK£47.8m40.2%0.01%
3.08%
Marathon Asset Management Limited
3,951,819UK£46.6m-0.45%0.38%
2.5%
FMR LLC
3,208,533UK£37.9m-37.4%no data
2.34%
JP Morgan Asset Management
3,000,000UK£35.4m-1.9%no data
1.84%
Legal & General Investment Management Limited
2,363,482UK£27.9m-5.85%0.01%
1.7%
Norges Bank Investment Management
2,187,839UK£25.8m-7.71%no data
1.6%
Dimensional Fund Advisors LP
2,056,240UK£24.3m3.8%no data
1.46%
WH Smith Group Plc Employees Benefit Trust
1,869,283UK£22.1m-4%no data
1.37%
Pictet & Cie (Europe) S.A., Asset Management Arm
1,765,150UK£20.8m-3.69%0.42%
1.34%
AGF Management Limited
1,721,247UK£20.3m20.4%0.12%
1.3%
Liontrust Asset Management PLC
1,664,585UK£19.6m41.7%0.1%
1.03%
Societe Generale Group, Banking Investments
1,326,531UK£15.7m0.8%0.11%
1%
Abu Dhabi Investment Authority
1,280,000UK£15.1m164%0.13%
0.98%
Metzler Asset Management GmbH
1,262,907UK£14.9m-14.2%0.15%
0.97%
BNPP Asset Management Holding
1,250,629UK£14.8m8.02%0.03%
0.96%
Janus Henderson Group plc
1,227,752UK£14.5m-2.61%0.01%
0.92%
abrdn plc
1,183,104UK£14.0m-30.3%0.01%
0.9%
UBS Asset Management AG
1,161,503UK£13.7m17.4%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 11:11
End of Day Share Price 2024/12/27 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 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

WH Smith PLC is covered by 35 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard TaylorBarclays
Benjamin Sandland-TaylorBerenberg
Ian MacdougallBlue Oar Securities