Buy Or Sell Opportunity • May 15
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.1% to €1.41. The fair value is estimated to be €1.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 3.0% in a year. Earnings are forecast to grow by 5.6% in the next year. Upcoming Dividend • Apr 30
Upcoming dividend of UK£0.029 per share Eligible shareholders must have bought the stock before 07 May 2026. Payment date: 05 June 2026. Payout ratio and cash payout ratio are on the higher end at 98% and 81% respectively. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.7%). Valuation Update With 7 Day Price Move • Apr 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €1.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Building industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €1.80 per share. Reported Earnings • Apr 03
First half 2026 earnings released: EPS: UK£0.044 (vs UK£0.05 in 1H 2025) First half 2026 results: EPS: UK£0.044 (down from UK£0.05 in 1H 2025). Revenue: UK£127.2m (down 2.2% from 1H 2025). Net income: UK£18.2m (down 13% from 1H 2025). Profit margin: 14% (down from 16% in 1H 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Building industry in Europe. Annuncio • Apr 03
James Halstead plc Declares Interim Dividend, Payable on 5 June 2026 James Halstead plc decided to declare an interim dividend of 2.85 pence per share (2024: 2.75 pence), an increase of 3.6%. This dividend will be payable on 5 June 2026 to those shareholders on the register as of 8 May 2026. Declared Dividend • Apr 02
First half dividend of UK£0.029 announced Shareholders will receive a dividend of UK£0.029. Ex-date: 7th May 2026 Payment date: 5th June 2026 Dividend yield will be 7.0%, which is higher than the industry average of 5.0%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 6.9% to bring the payout ratio under control. EPS is expected to grow by 3.8% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio. New Risk • Mar 31
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.01% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Mar 16
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to €1.28. The fair value is estimated to be €1.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.4% in 2 years. Earnings are forecast to grow by 7.4% in the next 2 years. Annuncio • Oct 18
James Halstead plc, Annual General Meeting, Dec 05, 2025 James Halstead plc, Annual General Meeting, Dec 05, 2025. Location: the platinum suite, toughsheet community stadium, burnden way, bolton bl6 6jw, United Kingdom Annuncio • Sep 08
James Halstead plc to Report Fiscal Year 2025 Results on Oct 01, 2025 James Halstead plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Oct 01, 2025 Annuncio • Jul 31
James Halstead plc Provides Earnings Guidance for the Year Ended 30 June 2025 James Halstead plc provided earnings guidance for the year ended 30 June 2025. In summary, the company anticipates that sales will be marginally below the 2024 comparative with profit slightly below last year's record levels; although remaining within the range of market expectations. Cash generation alongside reserves continue to underpin an ungeared balance sheet, which remains strong. Annuncio • Mar 27
James Halstead plc Declares an Interim Dividend, Payable on 6 June 2025 James Halstead plc declared an interim dividend of 2.75 pence per share (2023: 2.50 pence), an increase of 10%. This dividend will be payable on 6 June 2025 to those shareholders on the register as of 9 May 2025. Annuncio • Mar 06
James Halstead plc to Report First Half, 2025 Results on Mar 27, 2025 James Halstead plc announced that they will report first half, 2025 results on Mar 27, 2025 Annuncio • Dec 09
James Halstead plc Announces Anthony Wild Stood Down as Director James Halstead plc announced In addition, and further to the Company's announcement on 1 October 2024, the Board confirms that Mr. Anthony Wild stood down as the Chairman and as a director following the conclusion of the AGM. Annuncio • Oct 01
James Halstead plc, Annual General Meeting, Dec 06, 2024 James Halstead plc, Annual General Meeting, Dec 06, 2024. Annuncio • Jul 31
James Halstead plc to Report Fiscal Year 2024 Results on Oct 01, 2024 James Halstead plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Oct 01, 2024 Declared Dividend • Mar 29
First half dividend of UK£0.025 announced Shareholders will receive a dividend of UK£0.025. Ex-date: 16th May 2024 Payment date: 14th June 2024 Dividend yield will be 4.2%, which is lower than the industry average of 5.0%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 6.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 3.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annuncio • Mar 29
James Halstead plc Declares an Interim Dividend, Payable on 14 June 2024 James Halstead plc declared an interim dividend of 2.50 pence per share (2022: 2.25 pence), an increase of 11.1%. This dividend will be payable on 14 June 2024 to those shareholders on the register as at 17 May 2024. Reported Earnings • Mar 28
First half 2024 earnings released: EPS: UK£0.048 (vs UK£0.043 in 1H 2023) First half 2024 results: EPS: UK£0.048 (up from UK£0.043 in 1H 2023). Revenue: UK£136.5m (down 8.8% from 1H 2023). Net income: UK£20.1m (up 11% from 1H 2023). Profit margin: 15% (up from 12% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Building industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Annuncio • Mar 05
James Halstead plc Announces Board Changes James Halstead plc announced that Stephen Hall, who served as the Senior Independent Director and Chair of the Audit and Remuneration Committees, retired from the Board of James Halstead plc on 1 March 2024. Following his departure, the following changes have been made to the Board's sub-committees: Mr. Russell Whiting, who has served as a non-executive director since December 2017, is appointed as the Senior Independent Director. Mr. Whiting will continue to serve as a member of the Audit, Remuneration and Nominations Committees. Mr. Anthony Wild, the non-executive chairman, is appointed as the Nomination Committee Chair. Mr. Wild will continue to serve as a member of the Audit and Remuneration Committees. Mrs. Deborah Harrison, a non-executive director, is appointed as the Audit Committee Chair and as a member of the Remuneration and Nominations Committee. Mr. Michael Halstead, a non-executive director, is appointed as the Remuneration Committee Chair. Mr. Halstead will continue to serve as a member of the Audit and Nominations Committees. Annuncio • Jan 06
James Halstead plc Announces Board Changes James Halstead plc announced the following appointments to the Board, with effect from 8thJanuary 2024: David Drillingcourt will join the Board in an executive director role as Corporate Development Director. David, a Chartered Accountant, joined the Company in 1996 and during his time with the Company has held many senior group roles, including the Finance Director of Polyflor Limited and Group Company Secretary. Recently, in the role of Corporate Development, he has been responsible for developing and supporting the growth of the business across the globe. Deborah Harrison will join the Board as an independent non-executive director. Deborah is a Chartered Accountant and has over thirty years of experience working for a top tier accounting firm, providing auditing and accounting services to a wide range of organizations and sectors. Deborah will also sit as a member of the audit committee and remuneration committee. The Company also announced that, having served on the Board for over ten years, non-executive director Stephen Hall will be stepping down with effect from 1stMarch 2024. Upcoming Dividend • Nov 09
Upcoming dividend of UK£0.058 per share at 3.8% yield Eligible shareholders must have bought the stock before 16 November 2023. Payment date: 15 December 2023. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.9%). Annuncio • Oct 14
James Halstead plc, Annual General Meeting, Dec 01, 2023 James Halstead plc, Annual General Meeting, Dec 01, 2023, at 12:00 Coordinated Universal Time. Location: Platinum Suite, Toughsheet Community Stadium, Burnden Way Bolton United Kingdom Upcoming Dividend • Nov 10
Upcoming dividend of UK£0.055 per share Eligible shareholders must have bought the stock before 17 November 2022. Payment date: 16 December 2022. Payout ratio is on the higher end at 80%, and the cash payout ratio is above 100%. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.4%). Board Change • Oct 21
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 1 highly experienced director. Honorary President Geoffrey Halstead was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.