Boss Energy Limited's (ASX:BOE) institutional investors lost 13% last week but have benefitted from longer-term gains

In This Article:

Key Insights

  • Institutions' substantial holdings in Boss Energy implies that they have significant influence over the company's share price

  • The top 19 shareholders own 50% of the company

  • Recent sales by insiders

Every investor in Boss Energy Limited (ASX:BOE) should be aware of the most powerful shareholder groups. With 48% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

No shareholder likes losing money on their investments, especially institutional investors who saw their holdings drop 13% in value last week. However, the 54% one-year return to shareholders may have helped lessen their pain. They should, however, be mindful of further losses in the future.

In the chart below, we zoom in on the different ownership groups of Boss Energy.

See our latest analysis for Boss Energy

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ASX:BOE Ownership Breakdown June 2nd 2024

What Does The Institutional Ownership Tell Us About Boss Energy?

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.

We can see that Boss Energy does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Boss Energy, (below). Of course, keep in mind that there are other factors to consider, too.

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ASX:BOE Earnings and Revenue Growth June 2nd 2024

We note that hedge funds don't have a meaningful investment in Boss Energy. Our data shows that ALPS Advisors, Inc. is the largest shareholder with 7.0% of shares outstanding. In comparison, the second and third largest shareholders hold about 6.9% and 6.1% of the stock.

Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 19 shareholders, meaning that no single shareholder has a majority interest in the ownership.

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

Insider Ownership Of Boss Energy

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.