Bega Cheese Limited (ASX: BGA)
Sector: Consumer Staples
Market cap: A$1.9B (as of 2 Nov 2026)
Processing, manufacturing, cutting and packaging traditional cheese products, as well as the manufacture of other high value dairy products, Vegemite, peanut butter B honey, Dairy Farmers, Dare, Big M, Juice Brothers and Canberra Milk.
Data as of 2 Nov 2026.
Recent capital raises
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 9 Oct 2026 | Australian Retirement Trust Pty LTD ATF Australian Retirement Trust | Increase | 5.008% → 6.056% | Filing ↗ |
| 7 Oct 2026 | First Sentier Investors (Australia) IM Ltd | Exit | — | Filing ↗ |
| 1 Oct 2026 | First Sentier Investors Group Limited | Entry | ?% → 5.05% | Filing ↗ |
| 28 Sept 2026 | Mitsubishi UFJ Financial Group, Inc. | Exit | — | Filing ↗ |
| 24 Sept 2026 | Mitsubishi UFJ Financial Group | Exit | — | Filing ↗ |
Director trades — on-market
Latest guidance
| Date | Period | Guidance | Source |
|---|---|---|---|
| 21 Aug 2025 | FY2026 | Subject to normal trading conditions, the Group expects continued growth in the Branded segment and stable returns in the Bulk segment. | Filing ↗ |
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