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
05 Aug 25	SellUS$501,570	F. Stepan	Individual		10,000	US$50.49
25 Feb 25	BuyUS$31,765	Susan Lewis	Individual		500	US$63.53

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 SCL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	9,155	0.0405%
Individual Insiders	1,166,911	5.16%
General Public	1,938,839	8.57%
Institutions	19,504,110	86.2%

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

Top Shareholders

Top 25 shareholders own 75.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	BlackRock, Inc.	3,190,350	US$140.8m	-1.3%	no data
11.4%	The Vanguard Group, Inc.	2,570,260	US$113.4m	-0.63%	no data
7.07%	HighTower Advisors, LLC	1,599,083	US$70.6m	6.09%	0.08%
6.74%	Westwood Management Corp.	1,525,114	US$67.3m	14.1%	0.5%
5.41%	Dimensional Fund Advisors LP	1,223,609	US$54.0m	-2.13%	0.01%
4.06%	State Street Global Advisors, Inc.	917,605	US$40.5m	0.04%	no data
3.07%	DePrince, Race & Zollo, Inc.	695,220	US$30.7m	1.53%	0.63%
2.59%	American Century Investment Management Inc	586,473	US$25.9m	8.41%	0.01%
2.46%	F. Stepan	556,331	US$24.6m	-21.7%	no data
2.27%	Geode Capital Management, LLC	512,341	US$22.6m	0.75%	no data
2.09%	Richard Stepan	473,166	US$20.9m	5.14%	no data
2.01%	Charles Schwab Investment Management, Inc.	454,359	US$20.1m	-0.45%	no data
1.97%	SouthernSun Asset Management, LLC	446,656	US$19.7m	10%	2.7%
1.06%	Northern Trust Global Investments	240,153	US$10.6m	-2.22%	no data
0.99%	Cresset Asset Management, LLC	223,294	US$9.9m	11.6%	0.04%
0.95%	BNY Asset Management	214,125	US$9.4m	-8.82%	no data
0.92%	Russell Investment Management, LLC	209,207	US$9.2m	17.1%	0.01%
0.84%	Bridgeway Capital Management, LLC	190,301	US$8.4m	15.9%	0.12%
0.8%	Invenomic Capital Management LP	180,717	US$8.0m	0%	0.69%
0.78%	UBS Asset Management AG	175,310	US$7.7m	52.9%	no data
0.74%	Gotham Asset Management, LLC	168,377	US$7.4m	-0.28%	0.03%
0.71%	Algert Global LLC	160,874	US$7.1m	209%	0.12%
0.69%	NFJ Investment Group, LLC	156,926	US$6.9m	-1.11%	0.24%
0.68%	Morgan Stanley	153,260	US$6.8m	-1.07%	no data
0.66%	Qube Research & Technologies Ltd	149,088	US$6.6m	17.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/11/24 15:27
End of Day Share Price	2025/11/21 00:00
Earnings	2025/09/30
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 4 analysts. 2 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
Michael Harrison	Seaport Research Partners
Daniel Rizzo	Sidoti & Company, LLC
Vincent Anderson	Stifel, Equities Research