Update shared on19 Sep 2025
Fair value Decreased 0.86%Land Securities Group’s consensus price target was revised slightly lower to £6.89, reflecting weaker sector confidence amid a softening UK real estate cycle, deteriorating office fundamentals, higher refinancing risk from impending debt maturities, and ongoing macroeconomic uncertainty.
Analyst Commentary
- Bearish analysts cite a flattening UK real estate cycle reducing growth prospects.
- Office sector performance is deteriorating, with weakening occupancy and rental trends.
- A substantial wave of upcoming debt maturities is pressuring sector outlook and refinancing risk.
- Downward revision to valuation metrics reflecting lower confidence in future earnings.
- Macroeconomic uncertainties further weigh on demand and investment in the sector.
What's in the News
- Final dividend of 12.3p per ordinary share approved at AGM.
- Hosted an Analyst/Investor Day.
Valuation Changes
Summary of Valuation Changes for Land Securities Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £6.95 to £6.89.
- The Future P/E for Land Securities Group remained effectively unchanged, moving only marginally from 9.86x to 9.76x.
- The Consensus Revenue Growth forecasts for Land Securities Group remained effectively unchanged, at -5.1% per annum.
Disclaimer
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