Price Target Changed • May 03
Price target increased by 7.9% to UK£38.08 Up from UK£35.29, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.70. Stock is up 51% over the past year. The company is forecast to post earnings per share of UK£1.91 for next year compared to UK£1.47 last year. Recent Insider Transactions Derivative • Apr 30
CEO & Executive Director exercised options and sold UK£1.9m worth of stock On the 27th of April, Mike Norris exercised options to acquire 50k shares at no cost and sold these for an average price of UK£37.88 per share. This trade did not impact their existing holding. For the year to December 2019, Mike's total compensation was 42% salary and 58% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£5.2m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Apr 28
Price target increased by 8.1% to UK£37.44 Up from UK£34.65, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£37.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of UK£1.89 for next year compared to UK£1.47 last year. Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to UK£38.28, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£21.83 per share. Annonce • Apr 09
Computacenter plc to Report First Half, 2026 Results on Sep 08, 2026 Computacenter plc announced that they will report first half, 2026 results on Sep 08, 2026 Major Estimate Revision • Mar 19
Consensus revenue estimates increase by 10% The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from UK£8.97b to UK£9.90b. EPS estimate unchanged at UK£1.85. Net income forecast to grow 28% next year vs 50% growth forecast for IT industry in the United Kingdom. Consensus price target broadly unchanged at UK£34.59. Share price fell 3.5% to UK£29.36 over the past week. Declared Dividend • Mar 15
Final dividend increased to UK£0.51 Dividend of UK£0.51 is 7.6% higher than last year. Ex-date: 4th June 2026 Payment date: 3rd July 2026 Dividend yield will be 2.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 12
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: UK£1.47 (down from UK£1.54 in FY 2024). Revenue: UK£9.19b (up 32% from FY 2024). Net income: UK£153.7m (down 10.0% from FY 2024). Profit margin: 1.7% (down from 2.5% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Feb 25
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.9% to UK£30.20. The fair value is estimated to be UK£25.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Buy Or Sell Opportunity • Feb 10
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 9.5% to UK£31.02. The fair value is estimated to be UK£25.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Annonce • Jan 22
Computacenter plc to Report Fiscal Year 2025 Final Results on Mar 12, 2026 Computacenter plc announced that they will report fiscal year 2025 final results on Mar 12, 2026 Price Target Changed • Jan 12
Price target increased by 7.2% to UK£31.35 Up from UK£29.25, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of UK£31.68. Stock is up 57% over the past year. The company is forecast to post earnings per share of UK£1.56 for next year compared to UK£1.54 last year. Annonce • Jan 09
Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million. Computacenter plc (LSE:CCC) acquired AgreeYa Solutions, Inc. in a transaction with an enterprise value of $120 million on January 8, 2026. The transaction will be funded from existing cash resources. The acquisition includes the assets of the associated business, AgreeYa India.
The existing AgreeYa leadership will stay to run the business which will be fully integrated, over time, into Computacenter's US and India operations.
The transaction is expected to be immediately earnings accretive. The addition of AgreeYa to Computacenter North America is expected to increase Computacenter's annualised North American Professional Services revenue to over $350 million.
Computacenter plc (LSE:CCC) completed the acquisition of AgreeYa Solutions, Inc. on January 8, 2026. Buy Or Sell Opportunity • Jan 08
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 19% to UK£32.12. The fair value is estimated to be UK£26.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Declared Dividend • Sep 11
First half dividend of UK£0.24 announced Shareholders will receive a dividend of UK£0.24. Ex-date: 25th September 2025 Payment date: 24th October 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Sep 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 11% to UK£23.20. The fair value is estimated to be UK£29.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 3.1%. Revenue is forecast to grow by 4.0% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Buy Or Sell Opportunity • Aug 08
Now 24% overvalued Over the last 90 days, the stock has fallen 8.9% to UK£23.26. The fair value is estimated to be UK£18.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 5.5% per annum over the same time period. Buy Or Sell Opportunity • Jun 24
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at UK£25.26. The fair value is estimated to be UK£20.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period. Upcoming Dividend • May 29
Upcoming dividend of UK£0.47 per share Eligible shareholders must have bought the stock before 05 June 2025. Payment date: 04 July 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.1%). Buy Or Sell Opportunity • May 27
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to UK£25.56. The fair value is estimated to be UK£20.95, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period. Annonce • May 16
Computacenter plc Approves Final Dividend Computacenter plc approved a final dividend of 47.4 pence per ordinary share, at its AGM held on May 15, 2025. Recent Insider Transactions Derivative • May 09
CEO & Executive Director exercised options and sold UK£2.7m worth of stock On the 1st of May, Mike Norris exercised options to acquire 111k shares at no cost and sold these for an average price of UK£24.68 per share. This trade did not impact their existing holding. For the year to December 2018, Mike's total compensation was 73% salary and 27% non-salary. Since September 2024, Mike has owned 1.08m shares directly. Company insiders have collectively sold UK£21m more than they bought, via options and on-market transactions in the last 12 months. Buy Or Sell Opportunity • May 04
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to UK£25.00. The fair value is estimated to be UK£20.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 7.2% per annum over the same time period. Annonce • Apr 10
Computacenter plc to Report First Half, 2025 Results on Sep 09, 2025 Computacenter plc announced that they will report first half, 2025 results on Sep 09, 2025 Declared Dividend • Mar 20
Final dividend of UK£0.47 announced Dividend of UK£0.47 is the same as last year. Ex-date: 5th June 2025 Payment date: 4th July 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 18
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: EPS: UK£1.54 (down from UK£1.75 in FY 2023). Revenue: UK£6.96b (flat on FY 2023). Net income: UK£170.8m (down 14% from FY 2023). Profit margin: 2.5% (down from 2.9% in FY 2023). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 4% per year. Annonce • Jan 28
Computacenter plc to Report Fiscal Year 2024 Final Results on Mar 18, 2025 Computacenter plc announced that they will report fiscal year 2024 final results on Mar 18, 2025 Annonce • Jan 09
Computacenter plc Appoints Simon McNamara as an Independent Non-Executive Director Computacenter plc announced the appointment of Simon McNamara as an independent non-executive director of its board of directors, with immediate effect. Simon most recently served for ten years as Chief Administration Officer at Natwest Group, where he led the transformation of its technology and services proposition, and oversaw more than 30,000 employees across the UK, EMEA and India. Prior to joining Natwest Group, Simon was Chief Information Officer of Standard Chartered Bank Consumer Bank, based in Singapore, where he was responsible for developing and implementing the Group Technology and Operations strategy. Simon has also held a number of other senior Information Technology and Operations positions in the global financial services industry at Westpac Banking Corporation, Deutsche Bank, BNP Paribas, and Midland Bank. He was also a founding partner in a successful software start-up company, CATS INC, in Silicon Valley. Recent Insider Transactions • Nov 04
Co-Founder & Non-Executive Director recently sold UK£13m worth of stock On the 29th of October, Peter Ogden sold around 562k shares on-market at roughly UK£23.12 per share. This transaction amounted to 7.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Annonce • Sep 30
Computacenter plc Announces Appointment of Kelly Kuhn as an Independent Non-Executive Director and Member of the Nomination, Audit and Remuneration Committees Computacenter plc announced the appointment of Kelly Kuhn as an independent Non-Executive Director of its Board of Directors, and member of the Company's Nomination, Audit and Remuneration Committees, with immediate effect. Kelly is currently a Non-Executive Director, Remuneration Committee Chair, and member of the Nomination Committee at ISS A/S, and a Non-Executive Director and member of the Audit Committee at SSP Group Plc. She also serves as an advisor to WNS (Holdings) Ltd. and the McChrystal Group, and previously sat on the Board of LaSalle Hotel Properties. In addition to her non-executive and advisory positions, Kelly spent over 30 years in an Executive capacity at CWT. She held various senior management roles, leading CWT's US government business division, before joining its Executive Leadership team, and assuming responsibility for wider business performance in APAC and EMEA. Kelly's tenure at CWT culminated in her becoming the company's first Executive Vice-President and Chief Customer Officer. Declared Dividend • Sep 11
First half dividend increased to UK£0.23 Dividend of UK£0.23 is 3.1% higher than last year. Ex-date: 26th September 2024 Payment date: 25th October 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Sep 10
First half 2024 earnings: EPS exceeds analyst expectations while revenues lag behind First half 2024 results: EPS: UK£0.53 (down from UK£0.77 in 1H 2023). Revenue: UK£3.10b (down 13% from 1H 2023). Net income: UK£60.3m (down 31% from 1H 2023). Profit margin: 1.9% (down from 2.4% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Annonce • Sep 09
Computacenter plc Announces Interim Dividend, Payable on 25 October 2024 The Board of Computacenter plc announced a 3.1% increase in the interim dividend to 23.3 pence per share (H1 2023: 22.6 pence per share). The interim dividend will be paid on 25 October 2024. The dividend record date is set as 27 September 2024 and the shares will be marked ex-dividend on 26 September 2024. Board Change • Sep 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CFO & Executive Director Chris Jehle was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Aug 04
Co-Founder & Non-Executive Director recently sold UK£5.2m worth of stock On the 30th of July, Philip Hulme sold around 197k shares on-market at roughly UK£26.23 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Philip's only on-market trade for the last 12 months. Upcoming Dividend • May 30
Upcoming dividend of UK£0.47 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.3%). Annonce • May 15
Computacenter plc Approves Final Dividend Computacenter plc at its AGM held on May 14, 2024 approved a final dividend of 47.4 pence per ordinary share. Annonce • May 01
Computacenter plc to Report First Half, 2024 Results on Sep 09, 2024 Computacenter plc announced that they will report first half, 2024 results on Sep 09, 2024 Annonce • Apr 05
Computacenter plc Announces Directorate Change Computacenter plc announced that it has been formally notified by Dr Ros Rivaz of her intention to step down from the Board and her current position as Senior Independent Director by no later than the time of the Company's Annual General Meeting in 2025. By that time, she would have served as a Director on the Board for eight and a half years. Following this notification by Dr Rivaz, the Company will now commence a process to recruit a new independent Non-Executive Director. Dr Rivaz has, at the request of the Company, agreed that she will continue to serve on the Board for a period which will allow for that recruitment to be completed, and thereafter ensures an orderly succession takes place. The effective date on which she will retire from the Board is therefore not yet known, and the Company will confirm once it has been determined. Declared Dividend • Mar 22
Final dividend increased to UK£0.47 Dividend of UK£0.47 is 3.5% higher than last year. Ex-date: 6th June 2024 Payment date: 5th July 2024 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 8.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: UK£1.75 (vs UK£1.62 in FY 2022) Full year 2023 results: EPS: UK£1.75 (up from UK£1.62 in FY 2022). Revenue: UK£6.92b (up 7.0% from FY 2022). Net income: UK£197.6m (up 8.1% from FY 2022). Profit margin: 2.9% (up from 2.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year. Annonce • Jan 24
Computacenter plc to Report Fiscal Year 2023 Final Results on Mar 20, 2024 Computacenter plc announced that they will report fiscal year 2023 final results on Mar 20, 2024 Upcoming Dividend • Sep 21
Upcoming dividend of UK£0.23 per share at 2.7% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (6.2%). In line with average of industry peers (2.5%). Price Target Changed • Sep 19
Price target increased by 8.3% to UK£28.85 Up from UK£26.65, the current price target is an average from 8 analysts. New target price is 17% above last closing price of UK£24.76. Stock is up 22% over the past year. The company is forecast to post earnings per share of UK£1.66 for next year compared to UK£1.62 last year. Reported Earnings • Sep 11
First half 2023 earnings: EPS and revenues exceed analyst expectations First half 2023 results: EPS: UK£0.77 (up from UK£0.68 in 1H 2022). Revenue: UK£3.58b (up 27% from 1H 2022). Net income: UK£87.7m (up 14% from 1H 2022). Profit margin: 2.4% (down from 2.7% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Annonce • Sep 08
Computacenter plc Announces Interim Dividend in Respect of Year 2023, Payable on 27 October 2023 Computacenter plc announced an interim dividend of 22.6 pence per share (H1 2022: 22.1 pence per share). The interim dividend will be paid on Friday 27 October 2023. The dividend record date is set as Friday 29 September 2023 and the shares will be marked ex-dividend on Thursday 28 September 2023. Buying Opportunity • Aug 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be UK£26.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period. New Risk • Jun 08
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£1.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (UK£1.3m sold).