Bank Polska Kasa Opieki 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 PEO?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	1,601	0.00061%
Public Companies	52,494,007	20%
General Public	57,821,365	22%
Institutions	152,153,061	58%

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

Top Shareholders

Top 25 shareholders own 70.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20%	Powszechny Zaklad Ubezpieczen SA	52,494,007	zł7.3b	0%	no data
12.8%	Polski Fundusz Rozwoju S.A.	33,596,166	zł4.7b	0%	no data
7.2%	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	18,893,000	zł2.6b	0%	5.74%
5.4%	Allianz Asset Management GmbH	14,175,051	zł2.0b	0%	0.2%
5.04%	BlackRock, Inc.	13,231,421	zł1.8b	0%	0.01%
2.8%	Generali Powszechne Towarzystwo Emerytalne S A	7,350,047	zł1.0b	0%	5.74%
2.44%	The Vanguard Group, Inc.	6,404,968	zł888.4m	0.46%	no data
2.36%	MetLife Powszechne Towarzystwo Emerytalne S.A.	6,201,978	zł860.2m	0%	9.94%
1.91%	Aegon Asset Management UK Plc	5,014,555	zł695.5m	0%	0.96%
1.27%	Goldman Sachs Asset Management, L.P.	3,320,295	zł460.5m	-0.37%	0.03%
1.21%	PTE Bankowy, Asset Management Arm	3,178,207	zł440.8m	0%	7.45%
1.2%	UNIQA Österreich Versicherungen AG, Asset Management Arm	3,153,473	zł437.4m	0%	5.55%
0.97%	Norges Bank Investment Management	2,534,113	zł351.5m	0%	0.01%
0.92%	GAMMA PKO Towarzystwo Funduszy Inwestycyjnych SA	2,419,102	zł335.5m	0%	2.88%
0.86%	Towarzystwo Funduszy Inwestycyjnych PZU SA	2,266,141	zł314.3m	0%	4.42%
0.7%	Amundi Asset Management SAS	1,836,114	zł254.7m	0.04%	0.01%
0.53%	Geode Capital Management, LLC	1,389,867	zł192.8m	1.06%	no data
0.5%	Dimensional Fund Advisors LP	1,302,504	zł180.7m	0.31%	0.01%
0.42%	Santander Towarzystwo Funduszy Inwestycyjnych S.A.	1,108,388	zł153.7m	0%	2.96%
0.41%	Schroder Investment Management Limited	1,083,656	zł150.3m	0%	0.02%
0.37%	Pocztylion Arka PTE S.A.	972,780	zł134.9m	0%	5.35%
0.36%	Schroder Investment Management North America Inc.	936,200	zł129.9m	-5.6%	0.1%
0.33%	Empowered Funds, LLC	873,889	zł121.2m	12.9%	0.68%
0.31%	Nordea Investment Management, AB	823,663	zł114.2m	12.4%	0.02%
0.29%	Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A	772,957	zł107.2m	0%	3.9%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 15:28
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Bank Polska Kasa Opieki S.A. is covered by 38 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Cristina Marzea	Barclays
Andreas Markou	Berenberg
Kamil Kliszcz	Biuro maklerskie mBanku