Portmeirion Group PLC

OTCPK:POTM.F Stock Report

Market Cap: US$40.2m

Portmeirion Group 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 POTM.F?
Owner TypeNumber of SharesOwnership Percentage
Public Companies14,1600.103%
Employee Share Scheme234,5231.7%
Individual Insiders1,254,0899.11%
VC/PE Firms1,690,15812.3%
Private Companies1,834,20813.3%
General Public3,007,47821.9%
Institutions5,724,66641.6%

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

Top Shareholders

Top 25 shareholders own 72.73% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13%
Second Caroline Fulbright Settlement
1,792,272US$5.2m0%no data
12.3%
AB Traction
1,690,158US$4.9m6.62%5.12%
10.6%
Charles Stanley & Co. Ltd, Asset Management Arm
1,455,299US$4.2m-1.29%0.03%
6.49%
Henry Spain Investment Services Limited
893,603US$2.6m0%no data
4.6%
Shahrzad Farhadi
632,333US$1.8m0%no data
4.09%
Kamrouz Farhadi
562,917US$1.6m0%no data
2.49%
HSBC Global Asset Management (UK) Limited
341,953US$998.4k-0.76%no data
1.82%
Ymddiriedolaeth Clough Williams-Ellis Foundation, Endowment Arm
250,000US$729.9k0%no data
1.7%
Portmeirion Group plc, Employee Benefit Trust
234,523US$684.8k0%no data
1.64%
A J Bell Holdings Limited, Asset Management Arm
225,897US$659.6k-7.42%0.01%
1.63%
Killik Asset Management
223,746US$653.3k-13.2%0.04%
1.57%
JM Finn & Co Ltd.
216,439US$632.0k-1.8%0.01%
1.3%
HBOS Investment Fund Managers Limited
178,820US$522.1k-5.17%no data
1.27%
Chelverton Asset Management Limited
175,000US$511.0k0%0.03%
1.11%
EFG Private Bank SA, Asset Management Arm
152,999US$446.7k-12.1%0.02%
1.11%
Barclays Bank PLC, Wealth and Investment Management Division
152,899US$446.4k-8.57%no data
0.87%
Jarvis Securities plc, Asset Management Arm
119,193US$348.0k13.2%0.02%
0.78%
Evelyn Partners Investment Management LLP
107,935US$315.1k1.19%no data
0.72%
James Sharp & Co., Asset Management Arm
98,886US$288.7k-8.74%0.03%
0.71%
Canaccord Genuity Wealth (International) Limited
97,310US$284.1k-11.5%no data
0.63%
Consistent Unit Trust Management Company Limited
86,500US$252.6k0%0.19%
0.6%
Integrated Financial Arrangements plc, Asset Management Arm
82,689US$241.4k74.5%0.01%
0.59%
Winton Capital Management Limited
81,000US$236.5k0%1.01%
0.57%
Investec Wealth & Investment Limited
79,008US$230.7k-85.1%no data
0.55%
London Wealth Management Limited
76,018US$222.0k-83.3%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/06/25 02:43
End of Day Share Price 2024/03/28 00:00
Earnings2023/12/31
Annual Earnings2023/12/31

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.

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

Portmeirion Group PLC is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sanjay JhaPanmure Liberum Historic (Panmure Gordon)
Freddie GeorgeSeymour Pierce Limited
Robert SandersShore Capital Group Ltd