Orion Ownership

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

Recent Insider Transactions

NYSE:OEC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Aug 24	BuyUS$176,900	Corning Painter	Individual	10,000	US$17.69
09 Aug 24	BuyUS$46,325	Dan Smith	Individual	2,500	US$18.53
07 Aug 24	BuyUS$272,450	Jeffrey Glajch	Individual	15,000	US$18.22
07 Aug 24	BuyUS$349,671	Corning Painter	Individual	20,000	US$18.01
10 Jun 24	BuyUS$94,040	Carlos Quinones	Individual	4,000	US$23.51
07 Jun 24	BuyUS$118,400	Jeffrey Glajch	Individual	5,000	US$23.68
04 Jun 24	SellUS$201,075	Sandra Niewiem	Individual	8,305	US$24.41

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 OEC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,434,384	2.49%
General Public	2,317,168	4.01%
Institutions	53,968,667	93.5%

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

Top Shareholders

Top 25 shareholders own 68.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.48%	BlackRock, Inc.	4,316,870	US$67.6m	2.35%	no data
6.32%	Pzena Investment Management, Inc.	3,647,985	US$57.2m	35.4%	0.11%
5.54%	T. Rowe Price Group, Inc.	3,200,152	US$50.1m	-14.2%	no data
5.14%	William Blair Investment Management, LLC	2,966,107	US$46.5m	8.88%	0.06%
4.07%	Brown Advisory Incorporated	2,349,523	US$36.8m	1.67%	0.04%
3.42%	The Vanguard Group, Inc.	1,972,934	US$30.9m	5.83%	no data
3.38%	Dimensional Fund Advisors LP	1,953,600	US$30.6m	4.04%	no data
2.94%	Harvey Partners, LLC	1,696,000	US$26.6m	9.45%	3.01%
2.78%	Minneapolis Portfolio Management Group, LLC	1,602,541	US$25.1m	-1.75%	3.3%
2.7%	American Century Investment Management Inc	1,559,052	US$24.4m	15.7%	0.01%
2.65%	Invesco Ltd.	1,531,310	US$24.0m	41.2%	0.01%
2.27%	State Street Global Advisors, Inc.	1,311,562	US$20.6m	-0.05%	no data
2.25%	Geode Capital Management, LLC	1,301,158	US$20.4m	0.42%	no data
2.04%	Victory Capital Management Inc.	1,179,181	US$18.5m	20.2%	0.02%
2.02%	Schroder Investment Management North America Inc.	1,166,671	US$18.3m	-0.02%	0.06%
1.98%	Divisar Capital Management, LLC	1,143,324	US$17.9m	42%	3.08%
1.74%	Inherent Group, LP	1,004,761	US$15.7m	-3.64%	15.94%
1.52%	Charles Schwab Investment Management, Inc.	875,275	US$13.7m	4.06%	no data
1.47%	Corning Painter	845,880	US$13.3m	8.68%	no data
1.27%	FMR LLC	731,191	US$11.5m	-72.8%	no data
1.26%	Boston Partners Global Investors, Inc.	728,513	US$11.4m	17.5%	0.01%
1.21%	D. E. Shaw & Co., L.P.	699,269	US$11.0m	114%	0.01%
1.08%	Renaissance Technologies LLC	623,596	US$9.8m	-15.8%	0.01%
1%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	574,522	US$9.0m	99.3%	no data
0.99%	Millennium Management LLC	569,973	US$8.9m	-1.24%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 08:43
End of Day Share Price	2024/12/30 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

Orion S.A. is covered by 13 analysts. 5 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
Patrick Duffy Fischer	Barclays
Gunnar Cohrs	Berenberg
Robert Labick	CJS Securities, Inc.