Halma plc

LSE:HLMA Stock Report

Market Cap: UK£11.5b

Halma Ownership

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

Recent Insider Transactions

LSE:HLMA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Jan 25BuyUK£212,720Carole CranIndividual8,000UK£26.59
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: HLMA insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLMA?
Owner TypeNumber of SharesOwnership Percentage
Public Companies68,9530.0183%
Private Companies206,1180.0546%
Individual Insiders262,7180.0696%
State or Government276,9390.0733%
Employee Share Scheme3,551,4710.94%
General Public35,343,5629.36%
Institutions337,973,36689.5%

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

Top Shareholders

Top 25 shareholders own 47.96% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.08%
BlackRock, Inc.
34,295,958UK£1.0b1.17%0.02%
4.89%
The Vanguard Group, Inc.
18,455,532UK£561.6m2.15%0.01%
3.33%
FMR LLC
12,584,283UK£382.9m21.2%0.03%
2.13%
Rathbones Investment Management Limited
8,038,136UK£244.6m-2.34%0.74%
1.9%
Comgest S.A.
7,166,101UK£218.1m-20.4%1.16%
1.87%
Amundi Asset Management SAS
7,081,346UK£215.5m-1.25%0.05%
1.81%
UBS Asset Management AG
6,819,744UK£207.5m19.1%0.02%
1.81%
Norges Bank Investment Management
6,817,720UK£207.5m-4.98%0.02%
1.79%
Legal & General Investment Management Limited
6,749,162UK£205.4m-3.04%0.04%
1.75%
Capital Research and Management Company
6,611,167UK£201.2m10.1%0.01%
1.59%
Allianz Asset Management GmbH
6,000,559UK£182.6m1.48%0.09%
1.56%
Loomis Sayles & Company, L.P.
5,887,684UK£179.2m62%0.26%
1.52%
State Street Global Advisors, Inc.
5,752,938UK£175.1m-9.44%0.01%
1.5%
Investec Wealth & Investment Limited
5,659,306UK£172.2m-2.63%1.96%
1.46%
William Blair Investment Management, LLC
5,532,764UK£168.4m-4.08%0.24%
1.17%
GIC Private Limited
4,425,337UK£134.7m-10.2%0.33%
1.08%
Mackenzie Financial Corporation
4,062,798UK£123.6m-7.16%0.16%
1.03%
Liontrust Asset Management PLC
3,895,726UK£118.5m17.1%0.6%
0.98%
Barclays PLC Private Banking & Investment Banking Investment
3,713,837UK£113.0m1.69%0.08%
0.97%
Natixis Investment Managers International
3,680,216UK£112.0m-7%0.55%
0.96%
Mainstream Group Holdings Limited, Asset Management Arm
3,642,401UK£110.8m31.9%20.34%
0.96%
HSBC Global Asset Management (UK) Limited
3,639,071UK£110.7m-7.88%0.05%
0.95%
Charles Stanley & Co. Ltd, Asset Management Arm
3,595,952UK£109.4m-2.73%1.13%
0.94%
Halma plc, Performance Share Plan
3,551,471UK£108.1m-1.3%no data
0.92%
AllianceBernstein L.P.
3,465,983UK£105.5m-3.19%0.04%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 05:10
End of Day Share Price 2025/01/31 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 36 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.
Jonathan HurnBarclays