Loading
Bega Cheese Limited Stock: price and insider trades · Australia
6 insiders bought €26k of shares over the last 90 days, the latest by George Harper Kilpatrick, filed 02 Oct 2026.
Cluster: 5 buyers in 30 daysInsider Decl.
27
Thresholds
n/a
Buy Volume
€25,743
6 ops. · all time
Sell Volume
n/a
n/a
Who traded when
BuySaleGeorge Harper Kilpatrick1 buy
Janette Kendall1 buy
Patria Maija Mann1 buy
Raelene Margaret Murphy1 buy
Richard Dean Cross1 buy
Terrence Xavier O’Brien1 buy
Since the insiders bought
- +2.8%Entry A$6.11 · Close 22 Oct 2026 A$6.28
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Bega Cheese Limited Buy (bullish), based on 11 analysts. Average price target: A$7.08.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,123 of 26,248 companies
41.6
score / 100
Value46
Quality38
FCF yld1.0%
Earn yld2.8%
EV/EBITDA12.7x
ROE5.5%
Gross mgn21%
Net mgn1.4%
Debt/EBITDA2.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
A$6.40
Analyst consensus
11 analystsBuy
A$4.80Target A$7.08(+11%)A$8.08
Income statement
RevenueA$3.8B
Gross profitA$796.4M21% margin
EBITDAA$191.1M5% margin
Net incomeA$54.8M1.5% margin
Valuation
PER (trailing)35.6x
PER (forward)21.4x
P/Book2.0x
Beta0.59
Balance sheet & cash
Market capA$2B
Total debtA$471.4M
Free Cash FlowA$19.5M
Debt / Equity47%
Profitability & ownership
ROE5.5%
ROA3.7%
% insiders13.5%
% institutions58.8%
Last declaration on 23 October 2026
Declarations27 total
●
Unknown Substantial Holder
0ASX
ShareASXISIN AU000000BGA8ASX:2924-03152610-3A704860
●
Unknown Substantial Holder
0ASX
ShareASXISIN AU000000BGA8ASX:2924-03151301-3A704630
ShareASXISIN AU000000BGA8ASX:2924-03146580-3A703773
ShareASXISIN AU000000BGA8ASX:2924-03146197-3A703680
●
Unknown Substantial Holder
0ASX
ShareASXISIN AU000000BGA8ASX:2924-03145653-3A703567
ShareASXASX:2924-03143889-3A703236
397 shares@ A$6.130.0001% mcap100.0% of flowShareASXISIN AU000000BGA8ASX:2924-03143718-3A703213
Canonical exit: 30 Dec 2026 (T+90)
259 shares@ A$6.130.0001% mcap100.0% of flowShareASXISIN AU000000BGA8ASX:2924-03143717-3A703212
Canonical exit: 30 Dec 2026 (T+90)
515 shares@ A$6.130.0002% mcap100.0% of flowShareASXISIN AU000000BGA8ASX:2924-03143715-3A703211
Canonical exit: 30 Dec 2026 (T+90)
281 shares@ A$6.130.0001% mcap100.0% of flowShareASXISIN AU000000BGA8ASX:2924-03143713-3A703209
Canonical exit: 30 Dec 2026 (T+90)
153 shares@ A$6.130.0000% mcap100.0% of flowShareASXISIN AU000000BGA8ASX:2924-03143712-3A703208
Canonical exit: 30 Dec 2026 (T+90)
ShareASXISIN AU000000BGA8ASX:2924-03143370-3A703138
ShareASXISIN AU000000BGA8ASX:2924-03140604-3A702658
ShareASXISIN AU000000BGA8ASX:2924-03139522-3A702507
ShareASXASX:2924-03132771-3A701229
ShareASXASX:2924-03132071-3A701086
5,000 shares@ A$6.4190.0017% mcap100.0% of flowShareASXASX:2924-03127165-3A700040
Canonical exit: 24 Nov 2026 (T+90)
ShareASXISIN AU000000BGA8ASX:2924-03125824-3A699759
ShareASXISIN AU000000BGA8ASX:2924-03125140-3A699647
ShareASXASX:2924-03102589-3A695753
ShareASXASX:2924-03102016-3A695650
ShareASXASX:2924-03097853-3A694847
ShareASXISIN AU000000BGA8ASX:2924-03090294-3A693335
ShareASXISIN AU000000BGA8ASX:2924-03088907-3A693096
ShareASXASX:2924-03086832-3A692725
25 of 27 declarations
About Bega Cheese Limited
Bega Cheese Limited, an Australian food and agriculture company listed on the ASX with a market capitalisation of AUD 1.95 billion, has a short history in the database: 26 filings, published between May 1 and October 21, 2026, from 15 filers. Insiders hold 13.5% of the capital.
All 6 open-market trades are purchases, worth EUR 25,743 in total with a median of EUR 1,273. The largest, EUR 19,716, was filed by director Janette Kendall on August 26, 2026. Two more, EUR 1,934 for Terrence Xavier O'Brien and EUR 1,491 for George Harper Kilpatrick, both directors, date from October 1, 2026. On that day 5 filers bought, EUR 6,027 in all, the densest buying group in the record. No sale is recorded.
Read moreShow less
The other 20 filings are of another kind, largely substantial holder notices, including those of Australian Retirement Trust Pty LTD ATF Australian Retirement Trust. Filings are published a median of 2 days after the trade. Everything falls inside the last twelve months.
