Worthington Enterprises Ownership

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

Recent Insider Transactions

NYSE:WOR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Oct 24	BuyUS$100,525	Joseph Hayek	Individual	2,500	US$40.21
05 Apr 24	SellUS$61,340	Ozey Horton	Individual	1,000	US$61.34
28 Mar 24	SellUS$62,250	Ozey Horton	Individual	1,000	US$62.25
22 Mar 24	SellUS$4,241,160	Michael Endres	Individual	66,000	US$64.26

Insider Trading Volume

Insider Buying: WOR insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WOR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,781	0.0155%
General Public	5,711,010	11.4%
Individual Insiders	18,990,033	37.8%
Institutions	25,551,441	50.8%

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

Top Shareholders

Top 25 shareholders own 75.91% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
34.1%	John McConnell	17,159,808	US$697.9m	0%	no data
10.2%	BlackRock, Inc.	5,136,393	US$208.9m	3.78%	no data
7.47%	The Vanguard Group, Inc.	3,753,915	US$152.7m	0.33%	no data
4.59%	Dimensional Fund Advisors LP	2,308,579	US$93.9m	-0.37%	0.01%
3.21%	Pacer Advisors, Inc.	1,614,162	US$65.6m	-38.7%	0.15%
2.41%	State Street Global Advisors, Inc.	1,211,086	US$49.3m	-0.8%	no data
1.7%	Macquarie Investment Management Business Trust	854,187	US$34.7m	-2.39%	0.04%
1.62%	Geode Capital Management, LLC	813,828	US$33.1m	3.28%	no data
1.45%	Capital Research and Management Company	726,964	US$29.6m	0%	no data
1.18%	American Century Investment Management Inc	593,786	US$24.1m	4.42%	0.01%
0.98%	Charles Schwab Investment Management, Inc.	493,280	US$20.1m	3.89%	no data
0.79%	BNY Asset Management	398,329	US$16.2m	-6.21%	no data
0.75%	B. Rose	377,002	US$15.3m	-10.7%	no data
0.72%	Norges Bank Investment Management	360,705	US$14.7m	0%	no data
0.71%	Northern Trust Global Investments	354,673	US$14.4m	2.75%	no data
0.51%	Morgan Stanley, Investment Banking and Brokerage Investments	256,129	US$10.4m	51.4%	no data
0.5%	Millennium Management LLC	251,884	US$10.2m	2,200%	0.01%
0.46%	Invesco Capital Management LLC	232,585	US$9.5m	-8.98%	no data
0.44%	Citadel Advisors LLC	223,145	US$9.1m	47,300%	0.01%
0.39%	Robert W. Baird & Co. Incorporated, Asset Management Arm	197,516	US$8.0m	1.96%	0.02%
0.38%	Joseph Hayek	191,150	US$7.8m	12.4%	no data
0.34%	Envestnet Asset Management, Inc.	170,775	US$6.9m	9.97%	no data
0.34%	John Blystone	168,975	US$6.9m	4.16%	no data
0.31%	Brandywine Global Investment Management, LLC	154,531	US$6.3m	-2.65%	0.04%
0.29%	Principal Global Investors, LLC	147,211	US$6.0m	-11.1%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 00:11
End of Day Share Price	2024/12/30 00:00
Earnings	2024/11/30
Annual Earnings	2024/05/31

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

Worthington Enterprises, Inc. is covered by 16 analysts. 4 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
David Gagliano	BMO Capital Markets Equity Research
Seth Rosenfeld	BNP Paribas Exane
Brian McNamara	Canaccord Genuity