Twin Disc Ownership

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

Recent Insider Transactions

NasdaqGS:TWIN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
23 May 24	SellUS$277,169	John Batten	Individual		19,776	US$14.11

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 TWIN?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	1,761,557	12.5%
General Public	1,850,700	13.1%
Individual Insiders	3,046,287	21.6%
Institutions	7,445,712	52.8%

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

Top Shareholders

Top 25 shareholders own 80.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18%	John Batten	2,541,006	US$30.5m	0.43%	no data
14.3%	GAMCO Investors, Inc.	2,022,776	US$24.3m	0.17%	0.09%
7.27%	Juniper Investment Company, LLC	1,024,954	US$12.3m	0%	4.65%
5.22%	AMH Equity, Ltd.	736,603	US$8.9m	0%	9.05%
4.75%	BlackRock, Inc.	669,887	US$8.1m	8.23%	no data
4.51%	The Vanguard Group, Inc.	635,637	US$7.6m	1.53%	no data
4.09%	Dimensional Fund Advisors LP	577,005	US$6.9m	3.91%	no data
3.45%	Pacific Ridge Capital Partners, LLC	486,899	US$5.9m	-6.85%	1.28%
2.82%	Royce & Associates, LP	398,212	US$4.8m	0.96%	0.04%
1.78%	Geode Capital Management, LLC	250,924	US$3.0m	1.25%	no data
1.52%	Grace & White, Inc.	214,136	US$2.6m	0%	0.46%
1.39%	Neuberger Berman Investment Advisers LLC	195,570	US$2.4m	15.5%	no data
1.34%	Heartland Advisors, Inc.	189,464	US$2.3m	0%	0.11%
1.32%	Driehaus Capital Management LLC	186,041	US$2.2m	0.29%	0.01%
1.07%	Jeffrey Knutson	150,628	US$1.8m	16.7%	no data
0.88%	State Street Global Advisors, Inc.	123,880	US$1.5m	2.34%	no data
0.83%	Michael Doar	116,550	US$1.4m	7.49%	no data
0.81%	Kennedy Capital Management LLC	114,367	US$1.4m	5.86%	0.03%
0.79%	Segall Bryant & Hamill, LLC	110,801	US$1.3m	0%	0.02%
0.73%	Teton Advisors, LLC	103,000	US$1.2m	0%	0.43%
0.73%	Renaissance Technologies LLC	102,393	US$1.2m	-22%	no data
0.67%	Northern Trust Global Investments	94,750	US$1.1m	178%	no data
0.66%	BNY Asset Management	93,681	US$1.1m	-8.41%	no data
0.66%	Bridgeway Capital Management, LLC	92,863	US$1.1m	1.46%	0.02%
0.57%	Acadian Asset Management LLC	80,979	US$973.4k	-20.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 16:16
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/27
Annual Earnings	2024/06/30

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

Twin Disc, Incorporated is covered by 7 analysts. 0 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
Joshua Chan	Baird
Noah Kaye	Oppenheimer & Co. Inc.
Colin Rusch	Oppenheimer & Co. Inc.