Significant control over IsoEnergy by retail investors implies that the general public has more power to influence management and governance-related decisions
A total of 10 investors have a majority stake in the company with 50% ownership
A look at the shareholders of IsoEnergy Ltd. (TSE:ISO) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are retail investors with 49% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
And following last week's 13% decline in share price, retail investors suffered the most losses.
In the chart below, we zoom in on the different ownership groups of IsoEnergy.
What Does The Institutional Ownership Tell Us About IsoEnergy?
Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.
As you can see, institutional investors have a fair amount of stake in IsoEnergy. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at IsoEnergy's earnings history below. Of course, the future is what really matters.
TSX:ISO Earnings and Revenue Growth April 7th 2025
Hedge funds don't have many shares in IsoEnergy. NexGen Energy Ltd. is currently the company's largest shareholder with 32% of shares outstanding. ALPS Advisors, Inc. is the second largest shareholder owning 7.8% of common stock, and Mirae Asset Global Investments Co., Ltd. holds about 4.0% of the company stock.
On further inspection, we found that more than half the company's shares are owned by the top 10 shareholders, suggesting that the interests of the larger shareholders are balanced out to an extent by the smaller ones.
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. While there is some analyst coverage, the company is probably not widely covered. So it could gain more attention, down the track.
Insider Ownership Of IsoEnergy
The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
Shareholders would probably be interested to learn that insiders own shares in IsoEnergy Ltd.. In their own names, insiders own CA$3.6m worth of stock in the CA$360m company. Some would say this shows alignment of interests between shareholders and the board. But it might be worth checking if those insiders have been selling.
General Public Ownership
The general public, who are usually individual investors, hold a 49% stake in IsoEnergy. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.
Public Company Ownership
Public companies currently own 34% of IsoEnergy stock. It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership.
Next Steps:
It's always worth thinking about the different groups who own shares in a company. But to understand IsoEnergy better, we need to consider many other factors. For instance, we've identified 1 warning sign for IsoEnergy that you should be aware of.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
