Dunelm Group plc

Informe acción LSE:DNLM

Capitalización de mercado: UK£1.8b

Dunelm Group Dividendos y recompras

Dividendo controles de criterios 5/6

Dunelm Group es una empresa que paga dividendos con una rentabilidad actual de 7.85% que está bien cubierta por los beneficios.

Información clave

7.8%

Rentabilidad por dividendo

0.8%

Rendimiento de la recompra

Rendimiento total para el accionista8.6%
Rendimiento futuro de los dividendos5.4%
Crecimiento de los dividendos8.1%
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pago61%

Últimas actualizaciones de dividendos y recompras

Artículo de análisis Oct 10

Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Artículo de análisis Sep 12

Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...

Recent updates

Actualización de narrativa Jul 23

DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience

The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
Actualización de narrativa Jul 09

DNLM: Softer Consumer Backdrop Will Shape A More Measured Outlook

The latest Narrative Update on Dunelm Group reflects a reduced analyst price target to £850 from £1,200, as analysts incorporate softer UK consumer confidence and slower recent retail spending into lower fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent analyst commentary around Dunelm Group points to a more cautious tone, with price targets reset and ratings trimmed as weaker UK consumer confidence and slower retail spending are factored into valuation models.
Actualización de narrativa Jun 25

DNLM: Softer UK Confidence Is Expected To Offer Longer Term Upside

The analyst price target for Dunelm Group has been revised lower to £850 from £1,200, as analysts point to softer UK consumer confidence and slower recent retail spending when reassessing the stock. Analyst Commentary Recent research updates on Dunelm Group reflect a mixed tone, with some analysts trimming price targets while still seeing upside, and others turning more cautious as UK consumer confidence and retail spending soften.
Actualización de narrativa Jun 10

DNLM: Softer Consumer Data Is Expected To Support Future Re Rating

Narrative Update: Dunelm Group Analyst Price Target Shift The analyst price target for Dunelm Group has been reduced, reflecting a slightly lower fair value estimate of £11.04 from £11.31, as analysts factor in softer UK consumer confidence and slower recent retail spending, along with modest adjustments to revenue growth, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent research on Dunelm Group highlights a mix of cautious and constructive views as analysts reassess valuation in light of softer UK consumer confidence and slower retail spending data.
Actualización de narrativa May 27

DNLM: Refined Discount Rate And Margins Are Expected To Support Re Rating

Narrative Update Dunelm Group's analyst price target has been trimmed by £18 to £1,332, as analysts factor in slightly lower fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research points to a modest trimming of Dunelm Group's assessed fair value, reflected in a series of price target adjustments from £1,350 to £1,332 per share.
Actualización de narrativa May 01

DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re Rating

Analysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.
Actualización de narrativa Apr 12

DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.
Actualización de narrativa Mar 29

DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.
Actualización de narrativa Mar 14

DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re Rating

Analysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.
Actualización de narrativa Feb 28

DNLM: Share Buybacks And Steady Margins Will Support Multiple Re Rating

Analysts have inched their average Dunelm Group price target slightly lower to about £11.93, reflecting minor tweaks to assumptions on discount rate, margin profile and future P/E after a mix of recent upgrades and a downgrade in Street research. Analyst Commentary Recent Street research on Dunelm Group has been mixed, with two upgrades offset by a downgrade, which helps explain why the average price target has shifted only slightly.
Actualización de narrativa Feb 14

DNLM: Firmer Margins And Reaffirmed FY26 Guidance Will Support Multiple Re Rating

Narrative Update Dunelm Group's analyst price target has edged up to £11.95, with analysts citing slightly firmer revenue growth and profit margin assumptions, alongside a modestly lower discount rate and a marginally reduced future P/E multiple. Analyst Commentary Recent research has produced a mix of optimistic and cautious views on Dunelm Group, with upgrades from JPMorgan and another major broker, alongside a downgrade from a more cautious house.
Nueva narrativa Feb 01

Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term Outcome

Catalysts About Dunelm Group Dunelm Group is a U.K. based homewares and furniture retailer with both physical stores and a growing digital offering. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 30

DNLM: Reaffirmed FY26 Profit Guidance Will Support Multiple Re Rating Potential

Analysts have trimmed their fair value estimate for Dunelm Group from £12.21 to £11.94 per share, reflecting slightly softer assumptions on revenue growth and profit margins, even as recent research points to improved margin outlook, solid trading, and the potential for faster growth ahead. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed FY26 profit before tax guidance as a sign that management execution is broadly tracking internal plans, which can support confidence in the current valuation framework.
Artículo de análisis Jan 30

Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£13.42 Current share...
Actualización de narrativa Jan 16

DNLM: Margin Outlook And FY26 Guidance Will Support Re Rating Potential

Our updated analyst price target for Dunelm Group moves slightly lower to £12.21 from £12.87 per share, reflecting analysts' more cautious assumptions on discount rate, revenue growth and profit margins, even as recent Street research highlights mixed sentiment with both target raises and a downgrade. Analyst Commentary Recent Street research on Dunelm Group shows a mix of optimism and caution, with several price target changes and at least one rating downgrade.
Artículo de análisis Jan 08

Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E Ratio

There wouldn't be many who think Dunelm Group plc's ( LON:DNLM ) price-to-earnings (or "P/E") ratio of 14.9x is worth a...
Artículo de análisis Nov 18

Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?

Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw significant share price movement during...
Artículo de análisis Oct 18

Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

Dunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Artículo de análisis Oct 10

Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Artículo de análisis Oct 06

We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Sep 12

Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Artículo de análisis Sep 11

Estimating The Fair Value Of Dunelm Group plc (LON:DNLM)

Key Insights Dunelm Group's estimated fair value is UK£13.33 based on 2 Stage Free Cash Flow to Equity With UK£10.81...
Artículo de análisis Jun 17

Is Now An Opportune Moment To Examine Dunelm Group plc (LON:DNLM)?

While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a significant share price...
Artículo de análisis May 02

What Dunelm Group plc's (LON:DNLM) 27% Share Price Gain Is Not Telling You

Dunelm Group plc ( LON:DNLM ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Artículo de análisis Feb 28

Dunelm Group's (LON:DNLM) Upcoming Dividend Will Be Larger Than Last Year's

Dunelm Group plc ( LON:DNLM ) will increase its dividend on the 8th of April to £0.515, which is 1.0% higher than last...
User avatar
Nueva narrativa Feb 17

Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture

Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector.
Artículo de análisis Feb 14

Dunelm Group (LON:DNLM) Will Pay A Larger Dividend Than Last Year At £0.515

The board of Dunelm Group plc ( LON:DNLM ) has announced that it will be increasing its dividend by 1.0% on the 8th of...
Artículo de análisis Jan 19

Dunelm Group plc's (LON:DNLM) Low P/E No Reason For Excitement

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...
Artículo de análisis Dec 14

Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 28% Undervaluation?

Key Insights The projected fair value for Dunelm Group is UK£15.49 based on 2 Stage Free Cash Flow to Equity Dunelm...
Artículo de análisis Nov 15

Shareholders May Be A Bit More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Key Insights Dunelm Group's Annual General Meeting to take place on 21st of November CEO Nick Wilkinson's total...
Artículo de análisis Oct 11

Dunelm Group (LON:DNLM) Is Due To Pay A Dividend Of £0.275

The board of Dunelm Group plc ( LON:DNLM ) has announced that it will pay a dividend of £0.275 per share on the 26th of...
Artículo de análisis Sep 20

Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

The market seemed underwhelmed by last week's earnings announcement from Dunelm Group plc ( LON:DNLM ) despite the...
Artículo de análisis Sep 14

Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.275

Dunelm Group plc ( LON:DNLM ) will pay a dividend of £0.275 on the 26th of November. This takes the dividend yield to...
Artículo de análisis Aug 13

At UK£11.78, Is Dunelm Group plc (LON:DNLM) Worth Looking At Closely?

Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw a decent share price growth of 17% on the LSE...
Artículo de análisis Jun 08

Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 24% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£14.20 Dunelm Group's...
Artículo de análisis Apr 19

Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Artículo de análisis Mar 29

We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Artículo de análisis Feb 22

We Like Dunelm Group's (LON:DNLM) Earnings For More Than Just Statutory Profit

Dunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Artículo de análisis Jan 29

Is It Time To Consider Buying Dunelm Group plc (LON:DNLM)?

While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a double-digit share price...
Artículo de análisis Jan 07

A Look At The Fair Value Of Dunelm Group plc (LON:DNLM)

Key Insights The projected fair value for Dunelm Group is UK£11.68 based on 2 Stage Free Cash Flow to Equity With...
Artículo de análisis Nov 28

We Like Dunelm Group's (LON:DNLM) Returns And Here's How They're Trending

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Artículo de análisis Nov 10

Shareholders May Be More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Key Insights Dunelm Group's Annual General Meeting to take place on 16th of November Total pay for CEO Nick Wilkinson...
Artículo de análisis Oct 26

Does Dunelm Group (LON:DNLM) Have A Healthy Balance Sheet?

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

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de DNLM ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de DNLM ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Dunelm Group vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de DNLM con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (DNLM)7.8%
Suelo de mercado 25% (GB)2.0%
Techo de mercado 25% (GB)5.3%
Media de la industria (Specialty Retail)3.3%
Analista de previsiones (DNLM) (hasta 3 años)5.4%

Dividendo destacado: El dividendo de DNLM(7.85%) es más alto que el 25% inferior de los pagadores de dividendos del mercado UK (2.04%).

Alto dividendo: DNLM(7.85%) se encuentra en el 25% superior de los pagadores de dividendos del mercado UK (5.29%)


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonable ratio de pago (60.8%), los pagos de dividendos de DNLM están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su razonable ratio de pago en efectivo (73.4%), los pagos de dividendos de DNLM están cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/10 14:11
Precio de las acciones al final del día2026/08/07 00:00
Beneficios2025/12/27
Ingresos anuales2025/06/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dunelm Group plc está cubierta por 26 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christodoulos ChaviarasBarclays
Richard TaylorBarclays
Adam TomlinsonBerenberg