Discovery Limited

JSE:DSY Stock Report

Market Cap: R134.0b

Discovery Ownership

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

Recent Insider Transactions

JSE:DSY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Jun 25SellR161,145,741Barry SwartzbergIndividual750,000R214.92
23 Jun 25SellR10,541,500Adrian GoreIndividual50,000R210.83
12 Jun 25SellR37,384,726Barry SwartzbergIndividual170,000R220.78
10 Jun 25SellR74,175,254Barry SwartzbergIndividual340,000R220.10
09 Jun 25SellR38,056,201Adrian GoreIndividual175,000R217.55
04 Jun 25SellR38,014,184Adrian GoreIndividual175,000R221.55
04 Jun 25SellR74,597,149Barry SwartzbergIndividual340,000R221.55
29 May 25SellR32,271,012Adrian GoreIndividual150,000R219.40
23 May 25SellR29,184,747Adrian GoreIndividual140,000R210.00
17 Mar 25SellR986,025Richard FarberIndividual5,000R197.21
11 Dec 24SellR116,974,122Barry SwartzbergIndividual600,000R195.78
06 Dec 24SellR155,145,163Barry SwartzbergIndividual800,000R196.67
05 Dec 24SellR104,995,180Adrian GoreIndividual538,796R194.87
03 Dec 24SellR136,598,885Adrian GoreIndividual708,121R193.58
02 Dec 24SellR155,056,398Barry SwartzbergIndividual800,000R195.50
26 Nov 24SellR157,228,785Barry SwartzbergIndividual800,000R197.57
26 Nov 24SellR101,323,413Adrian GoreIndividual515,720R197.45
20 Nov 24SellR4,857,215Neville KoopowitzIndividual25,000R194.29
19 Nov 24SellR109,997,865Adrian GoreIndividual576,987R191.99
10 Oct 24SellR12,934,387Neville KoopowitzIndividual75,000R172.46

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 DSY?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms51,254,3657.69%
Individual Insiders67,717,46510.2%
General Public215,518,19932.3%
Institutions331,967,73249.8%

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

Top Shareholders

Top 25 shareholders own 63.54% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.5%
Public Investment Corporation Limited
89,950,258R18.1b2.86%1.2%
7.69%
Remgro Limited
51,254,365R10.3b0%21.37%
6.84%
Adrian Gore
45,597,628R9.2b0%no data
5.09%
Royal Bank of Canada
33,917,455R6.8b0%0.18%
5.06%
Capital Research and Management Company
33,693,671R6.8b0%0.02%
4.9%
Baillie Gifford & Co.
32,657,811R6.6b0%0.16%
3.39%
The Vanguard Group, Inc.
22,587,258R4.5b0.76%no data
3.26%
RBC Global Asset Management Inc.
21,738,896R4.4b-0.48%0.13%
3.18%
Barry Swartzberg
21,181,576R4.3b0%no data
2.37%
BlackRock, Inc.
15,813,954R3.2b0.34%no data
1.35%
Franklin Resources, Inc.
8,980,506R1.8b0%0.03%
1.15%
Ninety One UK Limited
7,642,424R1.5b0%0.11%
0.82%
Sanlam Investment Management (Pty) Ltd.
5,452,873R1.1b0%0.58%
0.75%
Comgest S.A.
4,974,615R999.9m0%0.25%
0.73%
ARK Investment Management LLC
4,837,149R972.3m1.07%0.32%
0.57%
Old Mutual Investment Group South Africa (Pty) Limited
3,787,101R761.2m0%0.13%
0.49%
Dimensional Fund Advisors LP
3,254,116R654.1m0.12%0.01%
0.47%
Norges Bank Investment Management
3,148,478R632.8m53.5%no data
0.45%
Truffle Asset Management
2,996,128R602.2m0%1.23%
0.39%
Geode Capital Management, LLC
2,573,932R517.4m0.36%no data
0.28%
36one Asset Management (Pty) Ltd.
1,841,437R370.1m0%1.57%
0.26%
UBS Asset Management AG
1,699,644R341.6m0%no data
0.22%
Candriam, Société En Commandite Par Actions
1,486,000R298.7m-23.8%0.04%
0.19%
Taquanta Asset Managers (Pty) Ltd.
1,261,516R253.6m0%1.25%
0.17%
State Street Global Advisors, Inc.
1,126,394R226.4m2.46%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 07:52
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Discovery Limited is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adrienne DamantAvior Capital Markets
Robert RiceBarclays
Harry BothaBofA Global Research