MNSO

MINISO Group Holding Ltd

OTC · Retail-Variety Stores · Inc. E9 · CIK 0001815846
$13.16 -0.38% $4.1B
Insider Buying Cluster (2 insiders)6 New Institutional Positions5 Institutional Exits
Vol
Market Cap$4.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders41 funds
Inst. Value$93.7M
Inst. Activity6 buys / 5 sells
Insider Activity4B / 0S
Insider Net $$9.5M
SEC Reports1
Exchange OTC·Sector Retail-Variety Stores·Inc. E9·CIK 0001815846·Prev Close $13.21

Recent Activity

Jun 2, 2026 SEC
CEO Ye Guofu and VP Yang Yunyun made open-market purchases totaling $8.51M on May 29 and June 1, 2026, at an average pri
CLUSTER — Impact 5/10
Jun 1, 2026 Insider
Yang Yunyun (Alice) bought 150,000 shares
Vice President @ $3.35 ($502.4K)
Jun 1, 2026 Insider
Ye Guofu bought 150,000 shares
Chief Executive Officer @ $3.35 ($502.4K)
May 29, 2026 Insider
Yang Yunyun (Alice) bought 1,300,000 shares
Vice President @ $3.27 ($4.3M)
Inst.
Point72 Asset Management, L.P. — TRIM
544,963 shares ($8.8M)
Inst.
HSBC HOLDINGS PLC — DOUBLED
298,482 shares ($4.8M)
Apr 20, 2026 short_interest
FTD: MNSO — 70,382 shares ($1.1M) failed to deliver
Settlement: 20260420, Price: $16.03, FTD Value: $1,128,223.46, MINISO GROUP HLDG LTD SPONSORE

Price Targets

$20.76 +57.8% upside Strong Buy
Current $13.16 Low $16.02 Median $21.15 High $23.84 14 analysts
$16.02 $23.84

Analyst Ratings

Strong Buy88% buy · 24 analysts
10Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 JP Morgan MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.12 ▼ -8.8% $2.07 — $2.16 -5% YoY 2
Next Q $2.88 ▼ -0.7% $2.83 — $2.92 16% YoY 2
Current FY $10.12 ▼ -3.2% $8.30 — $12.91 8% YoY 12
Next FY $11.44 ▼ -5.2% $10.65 — $12.64 13% YoY 12

Top Institutional Holders

FundValueMove
MARSHALL WACE, LLP$31.5MDOUBLED
STATE STREET CORP$13.3M
Point72 Asset Management, L.P.$8.8MTRIM
NORDEA INVESTMENT MANAGEMENT AB$7.4M
HSBC HOLDINGS PLC$4.8MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Yang YunyunBUY$502.4K
Jun 1, 2026Ye GuofuBUY$502.4K
May 29, 2026Yang YunyunBUY$4.3M
May 29, 2026Ye GuofuBUY$4.3M
41 institutional holders with $93.7M total value (5,829,260 shares) as of 2026-Q1. Top holders: MARSHALL, STATE, Point72. Net buying activity: 6 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MARSHALL WACE, LLP1,945,656$31.5M33.6%DOUBLED +131.1%
2STATE STREET CORP818,632$13.3M14.1%
3Point72 Asset Management, L.P.544,963$8.8M9.4%TRIM -36.1%
4NORDEA INVESTMENT MANAGEMENT AB456,291$7.4M7.9%
5HSBC HOLDINGS PLC298,482$4.8M5.2%DOUBLED +243.5%
6MORGAN STANLEY275,238$4.5M4.8%TRIM -37.4%
7Legal & General Group Plc273,137$4.4M4.7%
8BlackRock, Inc.185,098$3.0M3.2%ADD +80.1%
9GOLDMAN SACHS GROUP INC156,743$2.5M2.7%
10CITADEL ADVISORS LLC153,087$2.5M2.6%TRIM -45.9%
11SUSQUEHANNA INTERNATIONAL GROUP, LLP123,300$2.0M2.1%
12STIFEL FINANCIAL CORP94,835$1.5M1.6%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP86,900$1.4M1.5%
14AVIVA PLC52,570$851.6K0.9%
15Vident Advisory, LLC39,289$636.5K0.7%ADD +33.5%
16Marex Group plc37,900$614.0K0.7%
17BANK OF AMERICA CORP /DE/37,879$613.6K0.7%NEAR_EXIT -77.5%
18CITADEL ADVISORS LLC31,300$507.1K0.5%TRIM -45.9%
19RENAISSANCE TECHNOLOGIES LLC29,519$478.2K0.5%
20Invesco Ltd.22,492$364.4K0.4%TRIM -29.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Point72 Asset Management, L.P.TRIM852,970544,963-36.1%$8.8M2026-Q1
HSBC HOLDINGS PLCDOUBLED86,895298,482+243.5%$4.8M2026-Q1
MORGAN STANLEYTRIM439,596275,238-37.4%$4.5M2026-Q1
Vident Advisory, LLCADD29,44039,289+33.5%$636.5K2026-Q1
BANK OF AMERICA CORP /DE/NEAR_EXIT168,63437,879-77.5%$613.6K2026-Q1
DnB Asset Management ASADD11,44915,709+37.2%$254.5K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT115,42010,125-91.2%$164.0K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD3,5914,842+34.8%$78.4K2026-Q1
ASSETMARK, INCDOUBLED3592+162.9%$1.5K2026-Q1
NISA INVESTMENT ADVISORS, LLCDOUBLED1967+252.6%$1.1K2026-Q1
Allworth Financial LPTRIM6636-45.5%$584.002026-Q1
Point72 Asset Management, L.P.ADD605,999852,970+40.8%$16.0M2025-Q4
Blackstone Inc.DOUBLED71,958259,702+260.9%$4.9M2025-Q4
BANK OF AMERICA CORP /DE/ADD112,996168,634+49.2%$3.2M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.DOUBLED32,963115,420+250.2%$2.2M2025-Q4
HSBC HOLDINGS PLCADD63,10886,895+37.7%$1.6M2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.ADD2,4803,591+44.8%$67.3K2025-Q4
FMR LLCADD1,2371,572+27.1%$29.5K2025-Q4
WELLS FARGO & COMPANY/MNADD8861,187+34.0%$22.3K2025-Q4
Allworth Financial LPADD3466+94.1%$1.2K2025-Q4
UBS Group AGTRIM2,520,9801,470,078-41.7%$33.1M2025-Q3
Point72 Asset Management, L.P.NEW605,999$13.6M2025-Q3
MORGAN STANLEYTRIM1,251,644577,424-53.9%$13.0M2025-Q3
BlackRock, Inc.ADD92,307166,280+80.1%$3.7M2025-Q3
CITADEL ADVISORS LLCTRIM231,025124,970-45.9%$2.8M2025-Q3
2 unique insiders with 4 transactions. Net insider value: $9.5M ($9.5M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Yang Yunyun (Alice)Vice PresidentBUY150,000$3.35$502.4K
Jun 1, 2026Ye GuofuChief Executive OfficerBUY150,000$3.35$502.4K
May 29, 2026Yang Yunyun (Alice)Vice PresidentBUY1,300,000$3.27$4.3M
May 29, 2026Ye GuofuChief Executive OfficerBUY1,300,000$3.27$4.3M
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 5.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 24 analysts: 10 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$20.76 mean target +57.8% upside Strong Buy (1.33)
$16.02 Low $23.84 High
MetricValue
Current Price$13.16
Target Low$16.02
Target Mean$20.76
Target Median$21.15
Target High$23.84
# Analysts14
RecommendationStrong Buy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.12 $2.07 $2.16 -5.5% -8.8% 0↑ 1↓ $5.8B 17.0% 2
Next Q
2026-09-30
$2.88 $2.83 $2.92 16.0% -0.7% 0↑ 1↓ $6.7B 15.9% 2
Current FY
2026-12-31
$10.12 $8.30 $12.91 8.1% -3.2% 3↑ 6↓ $25.4B 18.7% 12
Next FY
2027-12-31
$11.44 $10.65 $12.64 13.0% -5.2% 2↑ 6↓ $29.3B 15.2% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.117
7d ago$2.322-0.205
30d ago$2.322-0.205
60d ago$2.520-0.403
90d ago$2.520-0.403
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026101130088%
May 1, 2026101130088%
Apr 1, 202681130086%
Mar 1, 202681130086%
Feb 1, 202681130086%
Jan 1, 2026101230088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 20, 2026
short_interest
FTD: MNSO — 70,382 shares ($1.1M) failed to deliver
Settlement: 20260420, Price: $16.03, FTD Value: $1,128,223.46, MINISO GROUP HLDG LTD SPONSORE
Apr 17, 2026
short_interest
FTD: MNSO — 63,735 shares ($1.0M) failed to deliver
Settlement: 20260417, Price: $16.01, FTD Value: $1,020,397.35, MINISO GROUP HLDG LTD SPONSORE
Mar 5, 2026
short_interest
FTD: MNSO — 157,672 shares ($2.7M) failed to deliver
Settlement: 20260305, Price: $17.09, FTD Value: $2,694,614.48, MINISO GROUP HLDG LTD SPONSORE
Mar 4, 2026
short_interest
FTD: MNSO — 136,845 shares ($2.3M) failed to deliver
Settlement: 20260304, Price: $16.85, FTD Value: $2,305,838.25, MINISO GROUP HLDG LTD SPONSORE
Mar 3, 2026
short_interest
FTD: MNSO — 119,478 shares ($2.1M) failed to deliver
Settlement: 20260303, Price: $17.39, FTD Value: $2,077,722.42, MINISO GROUP HLDG LTD SPONSORE