NACCO Industries Ownership

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

Recent Insider Transactions

NYSE:NC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Jun 24	SellUS$33,115	Thomas Maxwell	Individual		1,034	US$32.03
13 Mar 24	SellUS$25,668	Thomas Maxwell	Individual		866	US$29.64

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 NC?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	610,091	8.36%
Hedge Funds	872,371	12%
General Public	1,827,487	25%
Individual Insiders	1,866,877	25.6%
Institutions	2,120,140	29.1%

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

Top Shareholders

Top 25 shareholders own 61.8% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	Rankin Management, Inc	872,371	US$25.2m	0%	14.88%
5.9%	Dimensional Fund Advisors LP	430,280	US$12.4m	-1.92%	no data
4.82%	BlackRock, Inc.	351,927	US$10.2m	3.36%	no data
4.78%	Abigail Ii LLC	349,100	US$10.1m	0%	no data
4.52%	John Butler	330,085	US$9.5m	0%	no data
3.07%	Alfred Rankin	223,764	US$6.5m	-47.5%	no data
2.93%	Roger Rankin	214,010	US$6.2m	0.66%	no data
2.92%	The Vanguard Group, Inc.	213,185	US$6.2m	1.52%	no data
2.81%	Estate Of Alfred M. Rankin	204,871	US$5.9m	0%	no data
2.77%	Renaissance Technologies LLC	201,936	US$5.8m	5.72%	0.01%
2.04%	Thomas Rankin	149,187	US$4.3m	0%	no data
1.72%	Bridgeway Capital Management, LLC	125,471	US$3.6m	2.86%	0.06%
1.36%	Claiborne Rankin	99,062	US$2.9m	0%	no data
1.18%	Geode Capital Management, LLC	85,852	US$2.5m	-7.51%	no data
1.07%	State Street Global Advisors, Inc.	78,276	US$2.3m	0.98%	no data
1.05%	Helen Butler	76,677	US$2.2m	-0.79%	no data
1.05%	Clara Williams	76,677	US$2.2m	-0.79%	no data
1.02%	Caroline Ruschell	74,747	US$2.2m	0%	no data
0.93%	Britton Taplin	67,915	US$2.0m	1.46%	no data
0.79%	Curbstone Financial Management Corporation	57,542	US$1.7m	0%	0.37%
0.77%	Abigail LLC	56,120	US$1.6m	0%	no data
0.63%	BNY Asset Management	46,054	US$1.3m	-6.33%	no data
0.59%	Northern Trust Global Investments	43,316	US$1.2m	-0.93%	no data
0.57%	American Century Investment Management Inc	41,297	US$1.2m	2.38%	no data
0.55%	Dennis LaBarre	39,944	US$1.2m	2.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 08:19
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

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

NACCO Industries, Inc. is covered by 4 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
Christopher Williams	BB&T Capital Markets
Brian Rosenhouse	Sidoti & Company, LLC
Vipin Ganwir	Virtua Research Inc.