Stock Analysis

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna (WSE:PKO) is favoured by institutional owners who hold 53% of the company

WSE:PKO
Source: Shutterstock

Key Insights

  • Significantly high institutional ownership implies Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna's stock price is sensitive to their trading actions
  • A total of 4 investors have a majority stake in the company with 52% ownership
  • Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock

Every investor in Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna (WSE:PKO) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 53% to be precise, is institutions. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Given the vast amount of money and research capacities at their disposal, institutional ownership tends to carry a lot of weight, especially with individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future.

Let's delve deeper into each type of owner of Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna, beginning with the chart below.

See our latest analysis for Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna

ownership-breakdown
WSE:PKO Ownership Breakdown April 30th 2024

What Does The Institutional Ownership Tell Us About Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna 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 Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna, (below). Of course, keep in mind that there are other factors to consider, too.

earnings-and-revenue-growth
WSE:PKO Earnings and Revenue Growth April 30th 2024

Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Hedge funds don't have many shares in Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna. Looking at our data, we can see that the largest shareholder is Ministry of State Treasury with 29% of shares outstanding. Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. is the second largest shareholder owning 9.2% of common stock, and Allianz Asset Management GmbH holds about 8.1% of the company stock.

To make our study more interesting, we found that the top 4 shareholders control more than half of the company which implies that this group has considerable sway over the company's decision-making.

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. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

Insider Ownership Of Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna

The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

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.

Our information suggests that Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna insiders own under 1% of the company. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own zł369k worth of shares. Arguably recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling.

General Public Ownership

With a 17% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

Next Steps:

It's always worth thinking about the different groups who own shares in a company. But to understand Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna better, we need to consider many other factors.

I always like to check for a history of revenue growth. You can too, by accessing this free chart of historic revenue and earnings in this detailed graph.

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.

Valuation is complex, but we're helping make it simple.

Find out whether Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna is potentially over or undervalued by checking out our comprehensive analysis, which includes fair value estimates, risks and warnings, dividends, insider transactions and financial health.

View the Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

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.