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3 insiders bought €351k of shares over the last 90 days, the latest by Stephen Pearce, filed 23 Oct 2026.
Insider Decl.
67
Thresholds
n/a
Buy Volume
€690,747
14 ops. · all time
Sell Volume
€7M
11 ops. · all time
Who traded when
BuySaleJane Nelson2 buys
Stephen Pearce2 buys
Matthew DALEY1 sale
Wayne Osborn1 buy
Since the insiders bought
- -13.9%Entry A$5.24 · Close 19 Oct 2026 A$4.51
- -11.4%Entry A$5.09 · Close 19 Oct 2026 A$4.51
- -29.3%Entry A$190.10 · Close at T+365 A$134.40
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 South32 Limited Buy (bullish), based on 13 analysts. Average price target: A$5.10.
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 6,334 of 26,246 companies
64.7
score / 100
Value58
Quality72
FCF yld2.6%
Earn yld5.6%
EV/EBITDA10.6x
ROE11%
Gross mgn44%
Net mgn19%
Debt/EBITDA0.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
A$4.36
Analyst consensus
13 analystsBuy
A$4.08Target A$5.10(+17%)A$6.05
Income statement
RevenueA$5.8B
Gross profitA$2.5B44% margin
EBITDAA$2B35% margin
Net incomeA$1.1B18.3% margin
Valuation
PER (trailing)12.5x
PER (forward)20.5x
P/Book1.4x
Beta0.75
Balance sheet & cash
Market capA$19.5B
Total debtA$1.9B
Free Cash FlowA$500M
Debt / Equity19%
Profitability & ownership
ROE11.4%
ROA4.1%
% insiders0.2%
% institutions47.1%
Last declaration on 23 October 2026
Declarations67 total
70,000 shares@ A$4.3339ShareASXISIN AU000000S320ASX:2924-03152547-6A1351062
Canonical exit: 20 Jan 2027 (T+90)
ShareASXISIN AU000000S320ASX:2924-03146679-6A1348508
ShareASXISIN AU000000S320ASX:2924-03138926-6A1345278
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Executives
0ASX
▲
Executives
51,800 AUD0ASX
▼
Executives
0ASX
▲
Executives
208,900 AUD0ASX
▲
Executives
0ASX
ShareASXASX:2924-03106517-6A1332003
ShareASXASX:2924-03106516-6A1332002
ShareASXISIN AU000000S320ASX:2924-03100798-6A1329686
ShareASXISIN AU000000S320ASX:2924-03092157-6A1326330
3,197,143 shares0XASXISIN AU000000S320RNS:7ed14730-11d4-4075-8d81-2343db9ceafb-0
285,714 shares0XASXISIN AU000000S320RNS:7ed14730-11d4-4075-8d81-2343db9ceafb-1
500,407 shares0XASXISIN AU000000S320RNS:5456963-1
453,255 shares0XASXISIN AU000000S320RNS:5456963-2
396,300 shares0XASXISIN AU000000S320RNS:5456963-3
1,476,251 shares0XASXISIN AU000000S320RNS:5456963-0
25,000 shares@ £3.02100.0% of flowXASXISIN AU000000S320RNS:5338991
Canonical exit: 4 Dec 2024 (T+90)
578,672 shares@ £3.115100.0% of flowXASXISIN AU000000S320RNS:5333344-1
288,140 shares@ £3.115100.0% of flowXASXISIN AU000000S320RNS:5333344-2
92,680 shares@ £3.06100.0% of flowXASXISIN AU000000S320RNS:5333344-3
1,323,448 shares0XASXISIN AU000000S320RNS:5333344-0
78,695 shares@ US$4.299.0% of flowXASXISIN AU000000S320FCA-NSM:4491137-2
413,053 shares@ US$4.2610.0% of flowXASXISIN AU000000S320FCA-NSM:4491137-0
25 of 67 declarations
About South32 Limited
South32, a group listed on the Australian stock exchange and classed under energy (AUD 19.7 billion market capitalisation, 0.2% of the capital held by insiders), has 66 filings, the first published on September 5, 2016 and the latest on October 9, 2026, with activity in fits and starts: 12 filings in 2019, 10 in 2020, 9 in 2024 and 13 in 2026. Purchases and sales sit close together: 13 purchases worth EUR 501,108 (median EUR 32,126) and 11 sales worth EUR 13.0 million (median EUR 1,158,066), so 54% purchases.
The largest sales are by executives: Michael Fraser, EUR 2.8 million, and Graham Kerr, chief executive officer, EUR 2.1 million, both on August 31, 2016; Vanessa de Macedo Torres, chief operating officer, EUR 2.1 million on September 3, 2024. The purchases with an amount come from directors: Stephen Pearce, EUR 128,996 on August 28, 2026; Sharon Lee Warburton, EUR 89,535 on September 5, 2024; Wayne Osborn, EUR 60,884 on November 2, 2020.
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Between August 4, 2026 and September 1, 2026, 3 insiders bought. The record also holds 9 grants and 33 other filings. Last twelve months: 13 filings, 4 purchases, 1 sale. Median publication delay: 4 days.
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