In This Article:
Key Insights
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Significant control over Bell Financial Group by private companies implies that the general public has more power to influence management and governance-related decisions
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The top 4 shareholders own 52% of the company
Every investor in Bell Financial Group Limited (ASX:BFG) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 55% to be precise, is private companies. Put another way, the group faces the maximum upside potential (or downside risk).
Meanwhile, individual investors make up 33% of the company’s shareholders.
Let's delve deeper into each type of owner of Bell Financial Group, beginning with the chart below.
View our latest analysis for Bell Financial Group
What Does The Institutional Ownership Tell Us About Bell Financial Group?
Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.
Less than 5% of Bell Financial Group is held by institutional investors. This suggests that some funds have the company in their sights, but many have not yet bought shares in it. If the business gets stronger from here, we could see a situation where more institutions are keen to buy. We sometimes see a rising share price when a few big institutions want to buy a certain stock at the same time. The history of earnings and revenue, which you can see below, could be helpful in considering if more institutional investors will want the stock. Of course, there are plenty of other factors to consider, too.
Bell Financial Group is not owned by hedge funds. Our data shows that Bell Group Holdings Pty Limited is the largest shareholder with 46% of shares outstanding. For context, the second largest shareholder holds about 2.1% of the shares outstanding, followed by an ownership of 2.0% by the third-largest shareholder.
On looking further, we found that 52% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.
While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There is some analyst coverage of the stock, but it could still become more well known, with time.
Insider Ownership Of Bell Financial Group
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.