Halma plc

BATS-CHIXE:HLMAL Stock Report

Market Cap: UK£10.2b

Halma Ownership

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

Recent Insider Transactions

BATS-CHIXE:HLMAL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
21 Nov 24SellUK£339,460Catherine MichelIndividual12,683UK£26.77
21 Nov 24SellUK£1,323,990Jennifer WardIndividual50,000UK£26.48
28 Aug 24SellUK£335,865Catherine MichelIndividual13,110UK£25.62
23 Jul 24SellUK£181,673Marc RonchettiIndividual6,958UK£26.11
23 Jul 24SellUK£104,074Jennifer WardIndividual3,986UK£26.11

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of HLMAL?
Owner TypeNumber of SharesOwnership Percentage
Public Companies68,9530.0183%
Private Companies181,1350.048%
Individual Insiders254,7180.0674%
State or Government273,0340.0723%
Employee Share Scheme3,538,3900.937%
General Public38,063,43710.1%
Institutions335,303,46088.8%

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

Top Shareholders

Top 25 shareholders own 47.91% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.9%
BlackRock, Inc.
33,623,569UK£908.5m-0.82%0.02%
4.85%
The Vanguard Group, Inc.
18,311,481UK£494.8m1.35%0.01%
3.14%
FMR LLC
11,871,931UK£320.8m14.3%0.02%
2.12%
Rathbones Investment Management Limited
8,019,654UK£216.7m-2.57%0.68%
2.1%
Comgest S.A.
7,933,453UK£214.4m-11.9%1.19%
1.94%
UBS Asset Management AG
7,343,808UK£198.4m28.3%0.02%
1.83%
Norges Bank Investment Management
6,898,340UK£186.4m-3.86%0.02%
1.78%
Legal & General Investment Management Limited
6,739,334UK£182.1m-3.18%0.04%
1.74%
State Street Global Advisors, Inc.
6,584,605UK£177.9m2.39%0.01%
1.7%
Capital Research and Management Company
6,401,846UK£173.0m6.57%0.01%
1.67%
Allianz Asset Management GmbH
6,294,169UK£170.1m6.44%0.09%
1.61%
Amundi Asset Management SAS
6,073,792UK£164.1m-15.3%0.04%
1.56%
William Blair Investment Management, LLC
5,901,219UK£159.5m2.31%0.24%
1.5%
Investec Wealth & Investment Limited
5,676,486UK£153.4m-2.33%1.75%
1.32%
GIC Private Limited
4,967,982UK£134.2m0.81%0.34%
1.29%
Loomis Sayles & Company, L.P.
4,863,441UK£131.4m33.8%0.2%
1.15%
Mackenzie Financial Corporation
4,325,403UK£116.9m-1.15%0.16%
1.02%
Natixis Investment Managers International
3,843,095UK£103.8m-2.88%0.54%
0.99%
Liontrust Asset Management PLC
3,745,337UK£101.2m12.6%0.53%
0.99%
HSBC Global Asset Management (UK) Limited
3,740,880UK£101.1m-5.3%0.05%
0.98%
Barclays PLC Private Banking & Investment Banking Investment
3,706,524UK£100.1m1.49%0.08%
0.95%
Charles Stanley & Co. Ltd, Asset Management Arm
3,578,581UK£96.7m-3.2%1.02%
0.95%
AllianceBernstein L.P.
3,572,318UK£96.5m-0.22%0.04%
0.94%
Halma plc, Performance Share Plan
3,538,390UK£95.6m-1.67%no data
0.9%
Morgan Stanley Investment Management Inc.
3,382,061UK£91.4m-3.1%0.09%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 11:48
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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.

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

Halma plc is covered by 35 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael BloggArbuthnot Securities Limited
Christopher ThomasArden Partners Plc.
Richard PaigeBarclays