Grupo Herdez, S.A.B. de C.V.

BMV:HERDEZ * Stock Report

Market Cap: Mex$17.9b

Grupo Herdez. de Ownership

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

Recent Insider Transactions

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 HERDEZ *?
Owner TypeNumber of SharesOwnership Percentage
Institutions33,540,43710.4%
General Public54,796,56917%
Private Companies234,539,64172.6%

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

Top Shareholders

Top 19 shareholders own 83.03% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
72.6%
Hechos Con Amor S.A. de C.V.
234,539,641Mex$13.0b0%no data
5.63%
Operadora de Fondos GBM S.A. de C.V
18,190,047Mex$1.0b0%1.42%
1.14%
Dimensional Fund Advisors LP
3,669,607Mex$203.1m0.04%no data
1.08%
Operadora de Fondos Banorte Ixe, S.A. de C.V.
3,475,083Mex$192.3m0%0.82%
0.86%
BlackRock, Inc.
2,774,502Mex$153.5m0%no data
0.83%
Sam Asset Management, S.A. De C.V., Sociedad Operadora De Fondos de Inversion
2,685,734Mex$148.6m0%0.38%
0.53%
Harding Loevner LP
1,713,747Mex$94.8m0%0.02%
0.087%
Scotia Fondos S.A. de C.V.
280,000Mex$15.5m0%0.03%
0.061%
Operadora Actinver, Sociedad Anónima de Capital Variable, Sociedad Operadora de Fondos de Inversión
197,820Mex$10.9m0%0.02%
0.056%
GW&K Investment Management, LLC
180,838Mex$10.0m0%no data
0.03%
SEI Investments Company
98,099Mex$5.4m0%no data
0.024%
State Street Global Advisors, Inc.
77,274Mex$4.3m-3.26%no data
0.02%
Allianz Asset Management GmbH
64,700Mex$3.6m0%no data
0.012%
Segall Bryant & Hamill, LLC
39,300Mex$2.2m0%no data
0.011%
Northern Trust Global Investments
34,400Mex$1.9m-5.75%no data
0.0088%
LD Pensions
28,279Mex$1.6m0%no data
0.005%
SURA Investment Management México, S.A. de C.V., Sociedad Operadora de Fondos de Inversión
16,107Mex$891.6k0%no data
0.0043%
Russell Investment Management, LLC
14,000Mex$775.5k0%no data
0.00028%
Connor, Clark & Lunn Investment Management Ltd.
900Mex$50.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 06:30
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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

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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

Grupo Herdez, S.A.B. de C.V. is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
D. Ortega SalazarBBVA Corporate and Investment Bank
Gordon LeeBTG Pactual
Julio ZamoraCitigroup Inc