With a 76% stake, Grupo Carso, S.A.B. de C.V. (BMV:GCARSOA1) insiders have a lot riding on the company

Key Insights

• Significant insider control over Grupo Carso. de implies vested interests in company growth
• Carlos Slim Helu owns 76% of the company
• Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company

Every investor in Grupo Carso, S.A.B. de C.V. (BMV:GCARSOA1) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are individual insiders with 76% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

So, insiders of Grupo Carso. de have a lot at stake and every decision they make on the company’s future is important to them from a financial point of view.

Let's take a closer look to see what the different types of shareholders can tell us about Grupo Carso. de.

View our latest analysis for Grupo Carso. de

What Does The Institutional Ownership Tell Us About Grupo Carso. de?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

Grupo Carso. de already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Grupo Carso. de, (below). Of course, keep in mind that there are other factors to consider, too.

Grupo Carso. de is not owned by hedge funds. Carlos Slim Helu is currently the company's largest shareholder with 76% of shares outstanding. With such a huge stake in the ownership, we infer that they have significant control of the future of the company. With 2.2% and 1.4% of the shares outstanding respectively, Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa and BlackRock, Inc. are the second and third largest shareholders.

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Grupo Carso. de

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

It seems that insiders own more than half the Grupo Carso, S.A.B. de C.V. stock. This gives them a lot of power. Insiders own Mex$202b worth of shares in the Mex$267b company. That's extraordinary! Most would be pleased to see the board is investing alongside them. You may wish to discover if they have been buying or selling.

General Public Ownership

The general public, who are usually individual investors, hold a 19% stake in Grupo Carso. de. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

Next Steps:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Grupo Carso. de you should know about.

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.