Update shared on 01 Dec 2025
Fair value Increased 7.69%Analysts have raised their price target for Wereldhave from €17.33 to €18.67, citing improved profit margins and a more optimistic outlook on revenue growth.
What's in the News
- Wereldhave has partnered with Ocean Outdoor Netherlands to install and operate over 150 new digital advertising screens across 11 shopping and Full Service Centers in the Netherlands. The initiative will launch in early 2026 and is expected to positively impact Direct Result Per Share by at least EUR 0.03 annually. (Key Developments)
- This new advertising network aims to enhance the customer experience and offer tenants and media agencies a high-impact platform to reach millions of consumers. (Key Developments)
- The partnership with Ocean Outdoor is part of Wereldhave's broader strategy to grow Mall Income. The strategy builds on 2025's growth through media partnerships, tenant promotions, and joint ventures such as the recently announced Zoetermeer project. (Key Developments)
- CFO Dennis de Vreede will step down after eight years, following the completion of his second term at the Annual General Meeting on 13 May 2026. The company will ensure a smooth transition to his successor. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen from €17.33 to €18.67, which reflects increased confidence in the company's future performance.
- Discount Rate has decreased slightly from 7.46% to 7.15%. This indicates a lower perceived risk associated with Wereldhave's future cash flows.
- Revenue Growth, while still negative, has improved from -5.43% to -1.40%. This suggests a more optimistic outlook for top-line trends.
- Net Profit Margin has increased significantly from 54.56% to 66.73%, highlighting enhanced profitability.
- Future P/E ratio has fallen from 12.36x to 9.53x, implying the stock is now valued more attractively relative to expected earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.