First Watch Restaurant Group, Inc.

NasdaqGS:FWRG Stock Report

Market Cap: US$1.1b

First Watch Restaurant Group Ownership

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

Recent Insider Transactions

NasdaqGS:FWRG Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Nov 24SellUS$158,080,000Advent International, L.P.Company8,000,000US$19.76
22 Apr 24SellUS$185,359William KussellIndividual8,386US$22.11
14 Mar 24SellUS$91,536Matt EisenacherIndividual3,770US$24.28
12 Mar 24SellUS$54,454Eric HartmanIndividual2,229US$24.43
12 Mar 24SellUS$109,984Henry HopeIndividual4,502US$24.43
12 Mar 24SellUS$51,205Laura SorensenIndividual2,096US$24.43
12 Mar 24SellUS$79,202Jay WolszczakIndividual3,242US$24.43
12 Mar 24SellUS$48,298John JonesIndividual1,977US$24.43
12 Mar 24SellUS$537,338Christopher TomassoIndividual21,995US$24.43
12 Mar 24SellUS$39,088Matt EisenacherIndividual1,600US$24.43
12 Mar 24SellUS$165,531,000Advent International, L.P.Company6,900,000US$23.99
22 Jan 24SellUS$307,900William KussellIndividual15,000US$20.54

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 FWRG?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders786,4951.3%
General Public1,262,9892.09%
VC/PE Firms19,189,78431.7%
Institutions39,330,55264.9%

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

Top Shareholders

Top 25 shareholders own 81.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
31.7%
Advent International, L.P.
19,189,784US$357.1m-29.4%4.44%
4.01%
Gilder Gagnon Howe & Co. LLC
2,429,637US$45.2m-20.8%0.48%
3.83%
BlackRock, Inc.
2,321,146US$43.2m9.13%no data
3.19%
JP Morgan Asset Management
1,930,413US$35.9m23.1%no data
3.17%
Foxhaven Asset Management, LP
1,918,379US$35.7m-5.03%0.91%
3.09%
The Vanguard Group, Inc.
1,871,873US$34.8m8.52%no data
2.77%
12 West Capital Management LP
1,675,486US$31.2m162%2.79%
2.75%
Dimensional Fund Advisors LP
1,664,384US$31.0m20.1%no data
2.68%
Champlain Investment Partners, LLC
1,623,886US$30.2m-0.33%0.17%
2.53%
Manulife Asset Management
1,533,290US$28.5m14.4%0.02%
2.42%
Brown Advisory Incorporated
1,463,368US$27.2m1.05%0.03%
2.24%
Federated Hermes, Inc.
1,354,665US$25.2m0%0.06%
1.97%
GW&K Investment Management, LLC
1,195,669US$22.3m123%0.18%
1.84%
Putnam LLC
1,113,672US$20.7m14%0.02%
1.7%
Granahan Investment Management, LLC
1,031,253US$19.2m53.1%0.71%
1.49%
Paralel Advisors LLC
900,000US$16.7m0%0.72%
1.43%
Neuberger Berman Investment Advisers LLC
864,876US$16.1m-0.42%0.01%
1.34%
Wellington Management Group LLP
813,670US$15.1m7.89%no data
1.33%
Deepwater Asset Management, LLC
802,625US$14.9m15.4%4.83%
1.27%
Geode Capital Management, LLC
769,608US$14.3m13.5%no data
1.1%
State Street Global Advisors, Inc.
664,310US$12.4m13.6%no data
1.08%
WCM Investment Management, LLC
657,067US$12.2m-0.91%0.02%
1.03%
FMR LLC
625,423US$11.6m9.52%no data
0.98%
Driehaus Capital Management LLC
596,602US$11.1m0%0.07%
0.97%
UBS Asset Management AG
587,462US$10.9m0.03%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 19:37
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/29
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

First Watch Restaurant Group, Inc. is covered by 15 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Todd BrooksBenchmark Company