Worthington Steel Ownership

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

Recent Insider Transactions

NYSE:WS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
26 Apr 24	SellUS$370,620	Charles Nelson	Individual		12,000	US$30.89
12 Jan 24	BuyUS$51,954	Charles Chiappone	Individual		1,850	US$28.08

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 WS?
Owner Type	Number of Shares	Ownership Percentage
State or Government	22,024	0.0434%
General Public	8,611,280	17%
Individual Insiders	15,490,189	30.5%
Institutions	26,652,671	52.5%

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

Top Shareholders

Top 25 shareholders own 71.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.5%	John McConnell	14,471,210	US$569.9m	-0.18%	no data
10.5%	BlackRock, Inc.	5,306,697	US$209.0m	7.53%	no data
7.71%	The Vanguard Group, Inc.	3,917,247	US$154.3m	-4.08%	no data
5%	JMAC, Inc.	2,538,782	US$100.0m	0%	no data
4.7%	Dimensional Fund Advisors LP	2,388,919	US$94.1m	-0.19%	0.02%
3.07%	State Street Global Advisors, Inc.	1,557,031	US$61.3m	2.2%	no data
1.95%	Mangrove Partners IM, LLC	990,769	US$39.0m	-3.33%	4.05%
1.52%	Geode Capital Management, LLC	771,371	US$30.4m	5.75%	no data
0.97%	Morgan Stanley, Investment Banking and Brokerage Investments	494,586	US$19.5m	84.6%	no data
0.71%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	361,393	US$14.2m	13.5%	no data
0.68%	Northern Trust Global Investments	345,414	US$13.6m	3.81%	no data
0.63%	Charles Schwab Investment Management, Inc.	321,296	US$12.7m	12.8%	no data
0.54%	Geoffrey Gilmore	274,305	US$10.8m	6%	no data
0.52%	Jacobs Levy Equity Management Inc	263,087	US$10.4m	35.4%	0.04%
0.49%	BNY Asset Management	248,373	US$9.8m	-7.3%	no data
0.45%	Fidelity International Ltd	229,235	US$9.0m	9.43%	no data
0.45%	John Blystone	226,235	US$8.9m	1.8%	no data
0.41%	Private Wealth Strategies, L.L.C.	208,491	US$8.2m	0%	1.6%
0.4%	Citadel Advisors LLC	205,592	US$8.1m	83.7%	0.01%
0.35%	Peregrine Capital Management, LLC	178,202	US$7.0m	-11%	0.18%
0.34%	Renaissance Technologies LLC	171,903	US$6.8m	6.9%	0.01%
0.32%	Principal Global Investors, LLC	163,757	US$6.4m	7.89%	no data
0.32%	Teacher Retirement System of Texas	161,315	US$6.4m	356%	0.03%
0.31%	Winton Capital Group Limited	157,200	US$6.2m	11.5%	0.45%
0.3%	Allspring Global Investments, LLC	152,712	US$6.0m	-27.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 07:10
End of Day Share Price	2024/12/18 00:00
Earnings	2024/08/31
Annual Earnings	2024/05/31

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

Worthington Steel, Inc. is covered by 2 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
Philip Gibbs	KeyBanc Capital Markets Inc.
Martin Englert	Seaport Research Partners