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Johnson Matthey PlcLSE:JMAT Aktienübersicht

Marktkapitalisierung UK£3.5b
Aktienkurs
UK£20.94
UK£24.2
13.5% unterbewertet intrinsischer Abschlag
1Y50.8%
7D-2.4%
Wert des Portfolios
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Johnson Matthey Plc

LSE:JMAT Lagerbericht

Marktkapitalisierung: UK£3.5b

Johnson Matthey (JMAT) Aktienübersicht

Johnson Matthey Plc ist in den Bereichen Luftreinhaltung, Katalysator- und Wasserstofftechnologie sowie Platingruppenmetalle (PGM) im Vereinigten Königreich, in Deutschland, im übrigen Europa, in den Vereinigten Staaten, im übrigen Nordamerika, in China, im übrigen Asien und international tätig. Mehr Details

JMAT grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung4/6
Künftiges Wachstum3/6
Vergangene Leistung0/6
Finanzielle Gesundheit4/6
Dividenden3/6

JMAT Community Fair Values

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See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

Johnson Matthey Plc Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Johnson Matthey
Historische Aktienkurse
Aktueller AktienkursUK£20.94
52-Wochen-HochUK£24.34
52-Wochen-TiefUK£13.68
Beta0.91
1 Monat Veränderung1.75%
3 Monate Veränderung-9.19%
1 Jahr Veränderung50.76%
3 Jahre Veränderung12.52%
5 Jahre Veränderung-33.52%
Veränderung seit IPO480.86%

Aktuelle Nachrichten und Updates

Narrativ-Update May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Narrativ-Update Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Narrativ-Update Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Narrativ-Update Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Narrativ-Update Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Narrativ-Update Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.

Recent updates

Narrativ-Update May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Narrativ-Update Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Narrativ-Update Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Narrativ-Update Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Narrativ-Update Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Narrativ-Update Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.
Narrativ-Update Feb 18

JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing

Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.
Narrativ-Update Feb 04

JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook

Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.
Analyseartikel Jan 27

We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narrativ-Update Jan 21

JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook

Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.
Narrativ-Update Jan 06

JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares

Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.
Narrativ-Update Dec 23

JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing

The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.
Analyseartikel Dec 14

Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...
Narrativ-Update Dec 09

JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins

Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.
Narrativ-Update Nov 25

JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings

Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.
Analyseartikel Nov 14

What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...
Narrativ-Update Nov 07

JMAT: Cautious Optimism Will Persist After Price Target Increases

Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.
Narrativ-Update Oct 24

Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year

Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.
Analyseartikel Oct 12

Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Narrativ-Update Oct 10

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.
Analyseartikel Sep 24

Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Aug 12

Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?

Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Jul 28

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...
Analyseartikel Jun 29

Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 13

Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market

The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...
Analyseartikel May 25

Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55

The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...
Analyseartikel Mar 31

Is There An Opportunity With Johnson Matthey Plc's (LON:JMAT) 50% Undervaluation?

Key Insights The projected fair value for Johnson Matthey is UK£27.21 based on 2 Stage Free Cash Flow to Equity Johnson...
Analyseartikel Mar 13

Is Now An Opportune Moment To Examine Johnson Matthey Plc (LON:JMAT)?

Johnson Matthey Plc ( LON:JMAT ), is not the largest company out there, but it saw a decent share price growth of 11...
Analyseartikel Feb 21

Johnson Matthey Plc's (LON:JMAT) Shares Lagging The Market But So Is The Business

With a price-to-earnings (or "P/E") ratio of 4.6x Johnson Matthey Plc ( LON:JMAT ) may be sending very bullish signals...
User avatar
Neues Narrativ Dec 27

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.
Analyseartikel Nov 29

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Analyseartikel Nov 08

Getting In Cheap On Johnson Matthey Plc (LON:JMAT) Might Be Difficult

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analyseartikel Oct 15

Estimating The Intrinsic Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights Johnson Matthey's estimated fair value is UK£16.48 based on 2 Stage Free Cash Flow to Equity Johnson...
Analyseartikel Aug 05

Johnson Matthey Plc's (LON:JMAT) Popularity With Investors Is Clear

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analyseartikel Jul 18

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£16.95?

Johnson Matthey Plc ( LON:JMAT ), might not be a large cap stock, but it saw significant share price movement during...
Analyseartikel Jul 02

Johnson Matthey Plc (LON:JMAT) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Johnson Matthey is UK£30.32 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Jun 15

Investors Can Find Comfort In Johnson Matthey's (LON:JMAT) Earnings Quality

The market for Johnson Matthey Plc's ( LON:JMAT ) shares didn't move much after it posted weak earnings recently. We...
Analyseartikel May 25

Here's Why Johnson Matthey (LON:JMAT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Apr 16

Market Participants Recognise Johnson Matthey Plc's (LON:JMAT) Earnings

With a price-to-earnings (or "P/E") ratio of 18.6x Johnson Matthey Plc ( LON:JMAT ) may be sending bearish signals at...
Analyseartikel Mar 01

A Look At The Fair Value Of Johnson Matthey Plc (LON:JMAT)

Key Insights The projected fair value for Johnson Matthey is UK£18.16 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Feb 18

Why Johnson Matthey Plc (LON:JMAT) Could Be Worth Watching

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it saw a decent share price...
Analyseartikel Jan 07

Be Wary Of Johnson Matthey (LON:JMAT) And Its Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Analyseartikel Dec 24

What You Can Learn From Johnson Matthey Plc's (LON:JMAT) P/E

Johnson Matthey Plc's ( LON:JMAT ) price-to-earnings (or "P/E") ratio of 17.5x might make it look like a sell right now...
Analyseartikel Nov 12

An Intrinsic Calculation For Johnson Matthey Plc (LON:JMAT) Suggests It's 30% Undervalued

Key Insights The projected fair value for Johnson Matthey is UK£21.89 based on 2 Stage Free Cash Flow to Equity Johnson...
Analyseartikel Oct 27

What Does Johnson Matthey Plc's (LON:JMAT) Share Price Indicate?

While Johnson Matthey Plc ( LON:JMAT ) might not be the most widely known stock at the moment, it saw significant share...

Aktionärsrenditen

JMATGB ChemicalsGB Markt
7D-2.4%0.3%0.5%
1Y50.8%9.7%18.0%

Rendite im Vergleich zur Industrie: JMAT übertraf die Branche UK Chemicals , die im vergangenen Jahr eine Rendite von 9.7 erzielte.

Rendite vs. Markt: JMAT übertraf den Markt UK, der im vergangenen Jahr eine Rendite von 18 erzielte.

Preisvolatilität

Is JMAT's price volatile compared to industry and market?
JMAT volatility
JMAT Average Weekly Movement6.1%
Chemicals Industry Average Movement8.0%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.1%

Stabiler Aktienkurs: JMAT hatte in den letzten 3 Monaten im Vergleich zum UK -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: JMATDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
181710,644Liam Condonmatthey.com

Johnson Matthey Plc ist in den Bereichen Luftreinhaltung, Katalysator- und Wasserstofftechnologie sowie Platingruppenmetalle (PGM) im Vereinigten Königreich, in Deutschland, im übrigen Europa, in den Vereinigten Staaten, im übrigen Nordamerika, in China, im übrigen Asien und international tätig. Das Unternehmen ist in den Segmenten Clean Air, PGM Services, Catalyst Technologies und Hydrogen Technologies tätig. Das Segment Clean Air bietet Katalysatoren für Abgasnachbehandlungssysteme zur Verringerung der Schadstoffemissionen von Pkw, anderen leichten Nutzfahrzeugen, Lkw, Bussen und nicht straßengebundenen Geräten, die von Verbrennungsmotoren angetrieben werden.

Johnson Matthey Plc's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Johnson Matthey im Vergleich zum Marktanteil des Unternehmens?
JMAT grundlegende Statistiken
MarktanteilUK£3.51b
Gewinn(TTM)-UK£91.00m
Umsatz(TTM)UK£11.72b
0.3x
Kurs-Umsatz-Verhältnis
-38.6x
Kurs-Gewinn-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
JMAT Gewinn- und Verlustrechnung (TTM)
EinnahmenUK£11.72b
Kosten der EinnahmenUK£10.81b
BruttogewinnUK£912.00m
Sonstige AusgabenUK£1.00b
Gewinn-UK£91.00m

Zuletzt gemeldete Gewinne

Sep 30, 2025

Datum des nächsten Gewinnberichts

May 28, 2026

Gewinn per Aktie (EPS)-0.54
Bruttomarge7.78%
Nettogewinnspanne-0.78%
Schulden/Eigenkapital-Verhältnis70.3%

Wie hat sich JMAT auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

3.7%
Aktuelle Dividendenrendite
-143%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 11:05
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2025/09/30
Jährliche Einnahmen2025/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Johnson Matthey Plc wird von 34 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Sebastian BrayBerenberg
Gunther ZechmannBernstein
Laurent FavreBNP Paribas