Balchem Ownership

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

Recent Insider Transactions

NasdaqGS:BCPC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Jul 24	SellUS$160,094	William Backus	Individual	904	US$177.10
10 May 24	SellUS$297,935	Michael Sestrick	Individual	1,929	US$154.45
08 May 24	SellUS$764,902	David Fischer	Individual	5,000	US$153.89
08 Mar 24	SellUS$180,216	M. Tignor	Individual	1,139	US$158.22
04 Mar 24	SellUS$209,128	Matthew Wineinger	Individual	1,333	US$156.89
26 Feb 24	SellUS$1,086,304	William Backus	Individual	7,000	US$156.13

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 BCPC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	12,404	0.0382%
Individual Insiders	204,451	0.629%
General Public	3,054,502	9.4%
Institutions	29,236,359	89.9%

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

Top Shareholders

Top 25 shareholders own 69.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.9%	BlackRock, Inc.	5,162,263	US$845.2m	3.96%	0.01%
12.2%	The Vanguard Group, Inc.	3,961,487	US$648.6m	1.09%	0.01%
5.98%	Stichting Pensioenfonds ABP	1,945,474	US$318.5m	-29.7%	0.5%
3.92%	State Street Global Advisors, Inc.	1,275,380	US$208.8m	3.33%	0.01%
3.7%	Wasatch Advisors LP	1,202,354	US$196.9m	-11.3%	0.63%
3.61%	Conestoga Capital Advisors, LLC	1,174,884	US$192.4m	-0.06%	2.58%
2.89%	Geode Capital Management, LLC	938,504	US$153.7m	1.03%	0.01%
2.46%	Nationwide Fund Advisors	799,892	US$131.0m	5.25%	0.82%
1.94%	Dimensional Fund Advisors LP	632,004	US$103.5m	-1.67%	0.01%
1.87%	Eaton Vance Management	608,673	US$99.7m	3.71%	0.02%
1.77%	FMR LLC	575,435	US$94.2m	16%	0.01%
1.32%	Norges Bank Investment Management	430,475	US$70.5m	11.1%	0.01%
1.25%	Northern Trust Global Investments	407,054	US$66.6m	9.45%	0.01%
1.23%	JP Morgan Asset Management	401,366	US$65.7m	-0.95%	0.01%
1.14%	Charles Schwab Investment Management, Inc.	370,912	US$60.7m	2.47%	0.01%
1.13%	ClearBridge Investments, LLC	368,310	US$60.3m	-9.25%	0.04%
1.13%	Schroder Investment Management North America Inc.	366,290	US$60.0m	-5.93%	0.18%
0.98%	Congress Asset Management Company, LLP	317,610	US$52.0m	5.36%	0.34%
0.86%	Stephens Investment Management Group, LLC	278,927	US$45.7m	-0.9%	0.59%
0.84%	William Blair Investment Management, LLC	274,545	US$45.0m	16.5%	0.05%
0.83%	GW&K Investment Management, LLC	270,809	US$44.3m	-2.24%	0.36%
0.78%	Corient Private Wealth LLC	254,192	US$41.6m	-0.7%	0.06%
0.74%	BNY Asset Management	241,409	US$39.5m	0.83%	0.01%
0.71%	T. Rowe Price Group, Inc.	232,221	US$38.0m	-0.15%	no data
0.63%	Grantham Mayo Van Otterloo & Co. LLC	204,212	US$33.4m	4%	0.08%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/22 19:09
End of Day Share Price	2025/02/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Balchem Corporation is covered by 10 analysts. 3 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
Ishan Majumdar	Baptista Research
Robert Labick	CJS Securities, Inc.
Timothy Ramey	D.A. Davidson & Co.