The Sage Group plc

LSE:SGE Stock Report

Market Cap: UK£11.3b

Sage Group Ownership

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

Recent Insider Transactions

LSE:SGE Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Feb 25SellUK£658,730Aaron HarrisIndividual50,000UK£13.17
18 Dec 24SellUK£185,420Amy LawsonIndividual14,000UK£13.24
18 Dec 24SellUK£263,590Amanda CusdinIndividual20,000UK£13.18
05 Dec 24SellUK£261,998Victoria BradinIndividual20,000UK£13.10
04 Dec 24SellUK£1,698,982Catherine KeersIndividual130,016UK£13.10
22 Nov 24SellUK£973,102Aaron HarrisIndividual75,000UK£12.97
21 Nov 24SellUK£885,017Stephen HareIndividual70,000UK£12.64
21 Nov 24SellUK£889,056Jonathan Anton HowellIndividual70,000UK£12.70
05 Aug 24SellUK£762,375Aaron HarrisIndividual75,000UK£10.17
18 Jun 24BuyUK£10,113Annette CourtIndividual950UK£10.64

Insider Trading Volume

Insider Buying: SGE insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SGE?
Owner TypeNumber of SharesOwnership Percentage
Private Companies708,9460.0733%
Individual Insiders2,049,9760.212%
State or Government2,463,1790.255%
Employee Share Scheme15,765,7601.63%
General Public102,539,28710.6%
Institutions843,144,27187.2%

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

Top Shareholders

Top 25 shareholders own 61.99% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.53%
BlackRock, Inc.
92,087,534UK£1.1b-6.05%0.02%
7.66%
Capital Research and Management Company
74,078,264UK£864.1m49.4%0.06%
5.17%
The Vanguard Group, Inc.
49,979,896UK£583.0m1.44%0.01%
4.36%
Lindsell Train Limited
42,162,708UK£491.8m-11.9%4.75%
3.92%
FMR LLC
37,853,931UK£441.6m-11.1%0.04%
3.62%
Fidelity International Ltd
35,013,279UK£408.4m-14.2%0.23%
2.86%
Royal London Asset Management Ltd.
27,654,080UK£322.6m-7.94%0.56%
2.63%
Aviva Investors Global Services Ltd.
25,452,093UK£296.9m-14.2%0.61%
2.16%
Walter Scott & Partners Limited
20,885,700UK£243.6m-1.11%0.8%
1.99%
Legal & General Investment Management Limited
19,281,478UK£224.9m-7.37%0.07%
1.74%
State Street Global Advisors, Inc.
16,809,575UK£196.1m-3.73%0.01%
1.72%
UBS Asset Management AG
16,617,323UK£193.8m6.42%0.02%
1.63%
The Sage Group plc, ESOP
15,765,760UK£183.9m-18%100.0%
1.62%
Liontrust Asset Management PLC
15,623,527UK£182.2m-2.18%1.09%
1.5%
Aberdeen Group Plc
14,528,528UK£169.5m-6.64%0.19%
1.22%
HSBC Global Asset Management (UK) Limited
11,811,706UK£137.8m2.98%0.08%
1.18%
Amundi Asset Management SAS
11,379,117UK£132.7m9.85%0.04%
1.14%
Artemis Investment Management LLP
10,987,753UK£128.2m8.65%0.64%
1.08%
JP Morgan Asset Management
10,473,710UK£122.2m49.8%0.02%
0.98%
RGM Capital, LLC
9,444,485UK£110.2m13.5%6.5%
0.95%
Massachusetts Financial Services Company
9,145,162UK£106.7m-2.25%0.03%
0.91%
Norges Bank Investment Management
8,765,828UK£102.3m-30.4%0.01%
0.86%
Evenlode Investment Management Limited
8,356,692UK£97.5m2.21%2.04%
0.78%
Teacher Retirement System of Texas
7,542,514UK£88.0m4.07%0.42%
0.78%
Artisan Partners Limited Partnership
7,511,210UK£87.6m4,020%0.1%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/22 11:53
End of Day Share Price 2025/04/22 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

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.

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

The Sage Group plc is covered by 50 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hélène CoumesAlphaValue
Alexander ToutArete Research Services LLP
Knut WollerBaader Helvea Equity Research