Serko Limited

NZSE:SKO Stock Report

Market Cap: NZ$449.7m

Serko Ownership

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

Recent Insider Transactions

NZSE:SKO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Nov 24BuyNZ$5,070Jarden Wealth LimitedCompany1,389NZ$3.65
05 Nov 24BuyNZ$2,222,745Bank Of New Zealand, Asset Management ArmCompany709,446NZ$3.13
05 Nov 24BuyNZ$6,340,436Harbour Asset Management LimitedCompany1,976,417NZ$3.21
05 Nov 24SellNZ$473Claudia BattenIndividual126.1NZ$3.75
05 Nov 24SellNZ$358,871Jarden Wealth LimitedCompany111,632NZ$3.21
05 Nov 24SellNZ$1,501,098Harbour Asset Management LimitedCompany467,260NZ$3.21
04 Nov 24BuyNZ$2,075,834Bank Of New Zealand, Asset Management ArmCompany670,229NZ$3.10
04 Nov 24BuyNZ$5,629,051Harbour Asset Management LimitedCompany1,786,517NZ$3.15
04 Nov 24SellNZ$1,501,098Harbour Asset Management LimitedCompany467,260NZ$3.21
02 Jul 24SellNZ$360Claudia BattenIndividual107.35NZ$3.35
17 May 24BuyNZ$9,863,569Harbour Asset Management LimitedCompany2,824,472NZ$3.49
17 May 24SellNZ$73,767Harbour Asset Management LimitedCompany22,030NZ$3.35
17 May 24SellNZ$12,800Jarden Wealth LimitedCompany4,000NZ$3.20
02 May 24BuyNZ$35,141,998ANZ New Zealand Investments LimitedCompany6,633,013NZ$5.30
02 May 24SellNZ$1,113,381ANZ New Zealand Investments LimitedCompany279,526NZ$3.98
05 Mar 24SellNZ$447Claudia BattenIndividual112.06NZ$3.99
04 Mar 24BuyNZ$3,921,893First NZ Capital Ltd., Asset Management ArmCompany944,288NZ$4.26
04 Mar 24BuyNZ$6,573,594Harbour Asset Management LimitedCompany1,561,861NZ$4.21
04 Mar 24SellNZ$4,662,355First NZ Capital Ltd., Asset Management ArmCompany1,116,344NZ$4.19
04 Mar 24SellNZ$1,370,270Harbour Asset Management LimitedCompany331,985NZ$4.13

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SKO?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,497,2502.05%
Public Companies5,406,4314.44%
General Public26,516,43421.8%
Individual Insiders38,358,75331.5%
Institutions49,083,63440.3%

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

Top Shareholders

Top 25 shareholders own 77.73% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.5%
Harbour Asset Management Limited
12,805,942NZ$47.3m-11%2.66%
9.21%
Darrin Grafton
11,224,372NZ$41.4m0%no data
8.93%
Geoffrey Hosking
10,884,629NZ$40.2m0%no data
8.73%
Fisher Funds Management Limited
10,636,309NZ$39.2m0%2.25%
7.66%
Robert Shaw
9,330,127NZ$34.4m98.2%no data
5.21%
ANZ New Zealand Investments Limited
6,353,487NZ$23.4m0%0.97%
4.91%
Accident Compensation Corporation, Asset Management Arm
5,978,918NZ$22.1m0%0.45%
4.44%
Booking Holdings Inc.
5,406,431NZ$19.9m0%no data
3.75%
Michael Moore
4,575,625NZ$16.9m0%no data
2.54%
Bank Of New Zealand, Asset Management Arm
3,091,962NZ$11.4m99.1%1.92%
1.83%
Norges Bank Investment Management
2,229,636NZ$8.2m0%no data
1.35%
Smartshares Ltd.
1,650,053NZ$6.1m-3.86%0.1%
1.3%
New Zealand Permanent Trustees Limited, Asset Management Arm
1,578,360NZ$5.8m0%1.37%
1.25%
Scott Farquhar
1,527,924NZ$5.6m0%no data
1.04%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,266,670NZ$4.7m0%no data
1.04%
Serko Trustee Limited
1,263,865NZ$4.7m0%no data
1.01%
Donna Bailey Trust
1,233,385NZ$4.6m0%no data
0.72%
Milford Asset Management, LTD
871,851NZ$3.2m1.1%0.04%
0.42%
First NZ Capital Ltd., Asset Management Arm
506,353NZ$1.9m0%0.34%
0.4%
Dimensional Fund Advisors LP
483,978NZ$1.8m0%no data
0.38%
Jarden Wealth Limited
468,335NZ$1.7m-17%no data
0.36%
Charles Nowaczek
443,516NZ$1.6m0%no data
0.33%
Russell Investment Management, LLC
401,087NZ$1.5m12.8%no data
0.25%
Macquarie Asset Management Public Investments (N.Z.) Limited
309,764NZ$1.1m161%0.19%
0.17%
UBS Asset Management AG
205,654NZ$758.9k-7.53%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 10:25
End of Day Share Price 2024/12/20 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

Serko Limited is covered by 10 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Siraj AhmedCitigroup Inc
Christopher ByrneDeutsche Bank
Lindsay JamesForsyth Barr Group Ltd.