Stepan Ownership

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

Recent Insider Transactions

NYSE:SCL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
25 Feb 25	BuyUS$31,765	Susan Lewis	Individual		500	US$63.53
14 Aug 24	BuyUS$75,388	David Kabbes	Individual		1,056	US$71.39

Insider Trading Volume

Insider Buying: SCL insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SCL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	13,223	0.0586%
Individual Insiders	1,280,759	5.68%
General Public	2,040,894	9.05%
Institutions	19,220,053	85.2%

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

Top Shareholders

Top 25 shareholders own 76.82% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.8%	BlackRock, Inc.	3,341,456	US$162.5m	0.11%	no data
11.4%	The Vanguard Group, Inc.	2,560,605	US$124.5m	1.02%	no data
6.69%	HighTower Advisors, LLC	1,510,034	US$73.4m	-0.03%	0.11%
5.81%	Dimensional Fund Advisors LP	1,310,760	US$63.7m	1.42%	0.01%
5.7%	State Street Global Advisors, Inc.	1,285,523	US$62.5m	7.56%	no data
4.09%	Westwood Management Corp.	921,704	US$44.8m	7.09%	0.37%
3.13%	F. Stepan	705,574	US$34.3m	-5.48%	no data
2.93%	First Trust Advisors LP	660,048	US$32.1m	2.69%	0.03%
2.83%	DePrince, Race & Zollo, Inc.	638,500	US$31.0m	20.5%	0.7%
2.14%	Geode Capital Management, LLC	482,652	US$23.5m	-0.89%	no data
2%	American Century Investment Management Inc	451,123	US$21.9m	13.9%	0.01%
2%	Richard Stepan	450,042	US$21.9m	0.52%	no data
1.79%	Charles Schwab Investment Management, Inc.	403,399	US$19.6m	0%	no data
1.7%	SouthernSun Asset Management, LLC	383,685	US$18.7m	24%	2.78%
1.43%	Eaton Vance Management	323,011	US$15.7m	-6.66%	no data
1.42%	BNY Asset Management	321,396	US$15.6m	8.02%	no data
1.23%	Northern Trust Global Investments	277,410	US$13.5m	11.4%	no data
0.89%	Cresset Asset Management, LLC	199,673	US$9.7m	14%	0.05%
0.84%	Morgan Stanley, Investment Banking and Brokerage Investments	189,513	US$9.2m	-12.1%	no data
0.76%	Barrow, Hanley, Mewhinney & Strauss, LLC	172,165	US$8.4m	6.21%	0.03%
0.75%	Gotham Asset Management, LLC	168,646	US$8.2m	-0.92%	0.09%
0.72%	Russell Investment Management, LLC	161,628	US$7.9m	-3.61%	0.01%
0.7%	UBS Asset Management AG	157,533	US$7.7m	21.1%	no data
0.58%	Invesco Capital Management LLC	130,403	US$6.3m	54.8%	no data
0.54%	Grace & White, Inc.	121,147	US$5.9m	0%	1.23%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/24 04:44
End of Day Share Price	2025/04/24 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

Stepan Company is covered by 6 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
David Silver	CL King & Associates, Inc.
Michael Harrison	Seaport Research Partners
Daniel Rizzo	Sidoti & Company, LLC