Board Change • May 20
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. 2 highly experienced directors. Independent Non-Executive Director Paul Harrison was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • May 10
PageGroup plc Announces Appointment of Florence Mélique as Independent Non-Executive Director and as Member of the Audit, Nomination and Remuneration Committees, Effective June 1, 2026 PageGroup plc announced the appointment of Florence Mélique who will join the Board as an independent Non-Executive Director with effect from June 1, 2026. Florence will be a member of the Audit, Nomination and Remuneration Committees. Florence is Senior Vice President & Regional Managing Director of Visa Europe FBL (a subsidiary of Visa Inc.). She has over 25 years' international executive experience having previously been Chief Executive Officer of Willis Towers Watson, France & Luxembourg and Chief Executive Officer of Zurich Insurance in France. She is currently a Non-Executive Director of Savills plc. Annuncio • Apr 14
PageGroup plc to Report Q2, 2026 Results on Jul 13, 2026 PageGroup plc announced that they will report Q2, 2026 results at 6:00 AM, Coordinated Universal Time on Jul 13, 2026 Annuncio • Mar 06
PageGroup plc Proposes Final Dividend for the Year Ended December 31, 2025, Payable on June 17, 2026 PageGroup plc announced that the Board believes it is prudent to declare a final dividend for 2025 of 3.21 pence (2024: 11.75 pence) per ordinary share. When taken together with the interim dividend of 5.36 pence (2024: 5.36 pence) per ordinary share, this represents a total dividend for the year of 8.57 pence per ordinary share. The proposed final dividend, which amounts to £10.0 million, will be paid on 17 June 2026 to shareholders on the register as at 15 May 2026, subject to shareholder approval at the Annual General Meeting on 28 May 2026. Annuncio • Nov 12
PageGroup plc to Report Fiscal Year 2025 Results on Mar 05, 2026 PageGroup plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 05, 2026 Annuncio • Jul 10
PageGroup plc Provides Earnings Guidance for the Year 2025 PageGroup plc provided earnings guidance for the year 2025. For the year, the Board currently expects 2025 Operating Profit to be broadly in line with current market consensus of c. £22 million. Annuncio • Jun 11
Pagegroup plc Announces Appointment of Paul Harrison as an Independent Non-Executive Director, Effective July 1, 2025 PageGroup plc announced the appointment of Paul Harrison as an independent Non-Executive Director, effective July 1, 2025. Paul will be a member of the Audit, Nomination, and Remuneration Committees. He is currently the Chief Financial Officer of AutoStore Holdings Ltd, a technology business listed on the Oslo Stock Exchange. Over the past 25 years, Paul has held several Chief Financial Officer and Chief Operating Officer roles in listed international technology and data-driven companies, including serving as Chief Operating Officer of Ascential plc and as Chief Financial Officer of Just Eat plc. He was also a Non-Executive Director of Darktrace plc from April 2021 to October 2024. Annuncio • Apr 09
PageGroup plc to Report Q2, 2025 Results on Jul 11, 2025 PageGroup plc announced that they will report Q2, 2025 results on Jul 11, 2025 Annuncio • Mar 26
Sylvia Metayer to Step Down as Non-Executive Director of Pagegroup Plc, Effective on 3 June 2025 PageGroup plc has been notified that Sylvia Metayer, Non-Executive Director of PageGroup plc, will be appointed as Chair of Clariane SE effective from the date of its next Annual General Meeting on 14 May 2025. Given her additional responsibilities at Clariane SE, Sylvia Metayer will stand down from her role as Non-Executive Director of PageGroup with effect from the forthcoming Annual General Meeting to be held on 3 June 2025. Annuncio • Jan 13
PageGroup plc Provides Earnings Guidance for the Year 2024 PageGroup plc provided earnings guidance for the year 2024. The company expects 2024 full year operating profit, after one-off costs of approximately £5 million relating to the closure of Shared Service Centres in the UK and Singapore, to be towards the lower end of the current market consensus range of £49 million - £58.5 million. Annuncio • Oct 17
PageGroup plc to Report Fiscal Year 2024 Results on Mar 06, 2025 PageGroup plc announced that they will report fiscal year 2024 results on Mar 06, 2025 Reported Earnings • Aug 11
First half 2024 earnings released: EPS: UK£0.053 (vs UK£0.14 in 1H 2023) First half 2024 results: EPS: UK£0.053 (down from UK£0.14 in 1H 2023). Revenue: UK£898.0m (down 13% from 1H 2023). Net income: UK£16.8m (down 61% from 1H 2023). Profit margin: 1.9% (down from 4.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 12% per year. Upcoming Dividend • May 10
Upcoming dividend of UK£0.11 per share Eligible shareholders must have bought the stock before 16 May 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.3%). Annuncio • Apr 24
PageGroup plc to Report Q2, 2024 Results on Aug 08, 2024 PageGroup plc announced that they will report Q2, 2024 results on Aug 08, 2024 Annuncio • Mar 08
Pagegroup plc Proposes Final Dividend for the Year Ended December 31, 2023, Payable on 21 June 2024 The Board of PageGroup plc has proposed a final dividend of 11.24 pence (2022: 10.76 pence) per ordinary share, up 4.5% on the 2022 final dividend. When taken together with the interim dividend of 5.13 pence (2022: 4.91 pence) per ordinary share, this is an increase in the total dividend for the year of 4.5%. The proposed final dividend, which amounts to £35.4 million, will be paid on 21 June 2024 to shareholders on the register as at 17 May 2024, subject to shareholder approval at the Annual General Meeting on 3 June 2024. Reported Earnings • Mar 08
Full year 2023 earnings released: EPS: UK£0.24 (vs UK£0.44 in FY 2022) Full year 2023 results: EPS: UK£0.24 (down from UK£0.44 in FY 2022). Revenue: UK£2.01b (up 1.0% from FY 2022). Net income: UK£77.1m (down 45% from FY 2022). Profit margin: 3.8% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annuncio • Mar 07
PageGroup plc, Annual General Meeting, Jun 03, 2024 PageGroup plc, Annual General Meeting, Jun 03, 2024, at 08:30 Coordinated Universal Time. Location: 200 Dashwood Lang Road, Addlestone, KT15 2NX Surrey United Kingdom Annuncio • Jan 16
Pagegroup plc Provides Earnings Guidance for 2023 PageGroup plc provided earnings guidance for 2023. For the year the company announced that 2023 full year operating profit expected to be slightly below previous guidance of £120 million to £125 million. Annuncio • Jan 15
PageGroup plc to Report Fiscal Year 2023 Results on Mar 07, 2024 PageGroup plc announced that they will report fiscal year 2023 results on Mar 07, 2024 Annuncio • Oct 11
PageGroup plc Provides Earnings Guidance for the Year 2023 PageGroup plc provided earnings guidance for the year 2023. For the year, the board expects 2023 operating profit, excluding the previously announced one off cost of c. £5 million, to be between £125 million - £130 million. Upcoming Dividend • Aug 24
Upcoming dividend of UK£0.21 per share at 7.5% yield Eligible shareholders must have bought the stock before 31 August 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%). New Risk • Aug 08
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.9% Last year net profit margin: 8.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (4.9% net profit margin). Reported Earnings • Aug 08
First half 2023 earnings released: EPS: UK£0.14 (vs UK£0.26 in 1H 2022) First half 2023 results: EPS: UK£0.14 (down from UK£0.26 in 1H 2022). Revenue: UK£1.03b (up 5.8% from 1H 2022). Net income: UK£43.1m (down 47% from 1H 2022). Profit margin: 4.2% (down from 8.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 12
PageGroup plc Provides Earnings Guidance for the Year 2023 PageGroup plc provided earnings guidance for the year 2023. Full Year operating profit is expected to be in line with company compiled consensus of £137.6 million. Annuncio • Jun 21
PageGroup plc to Report First Half, 2023 Results on Aug 07, 2023 PageGroup plc announced that they will report first half, 2023 results on Aug 07, 2023 Upcoming Dividend • May 11
Upcoming dividend of UK£0.11 per share at 9.6% yield Eligible shareholders must have bought the stock before 18 May 2023. Payment date: 19 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 9.6%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%). Recent Insider Transactions • Mar 16
Key Executive recently sold €126k worth of stock On the 13th of March, Kelvin Stagg sold around 25k shares on-market at roughly €5.03 per share. This transaction amounted to 5.3% 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 Kelvin's only on-market trade for the last 12 months. Reported Earnings • Mar 10
Full year 2022 earnings released: EPS: UK£0.44 (vs UK£0.37 in FY 2021) Full year 2022 results: EPS: UK£0.44 (up from UK£0.37 in FY 2021). Revenue: UK£1.99b (up 21% from FY 2021). Net income: UK£139.0m (up 18% from FY 2021). Profit margin: 7.0% (down from 7.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annuncio • Dec 23
PageGroup plc Announces Board Changes PageGroup plc announced the appointment of Babak Fouladi who will join the Board as an independent Non-Executive Director with effect from 10 April 2023. The Company also announces that Patrick De Smedt, Senior Independent Director, does not intend to seek re-election to the Board at the Company's Annual General Meeting to be held in 2023, having served on the Board for seven years. The Company will announce in due course who will take over the role as Senior Independent Director when Patrick De Smedt steps down from the Board. Babak Fouladi will be a member of the Audit, Nomination and Remuneration Committees. Babak is currentlyChief Technology & Digital Officer and Member of the Board of Management atKoninklijke KPN NV. Prior to this he has held a number of senior technology positions in the telecoms sector including Chief Technology Officer at MTN Group plc and Chief Technology Officer (Romania and then Spain) at Vodafone Group plc. Annuncio • Dec 02
PageGroup plc to Report Fiscal Year 2022 Results on Mar 09, 2023 PageGroup plc announced that they will report fiscal year 2022 results on Mar 09, 2023 Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment improved over the past week After last week's 16% share price gain to €4.82, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Professional Services industry in Europe. Total returns to shareholders of 11% over the past three years. Annuncio • Oct 18
Pagegroup plc Announces Executive Changes PageGroup plc announced that Nick Kirk has been appointed as Chief Executive Officer designate of the Company. This follows the Company's announcement in April 2022 that it had commenced a process to identify Steve Ingham's successor. The appointment of Nick Kirk follows a thorough and rigorous selection process, led by the Nomination Committee of the Board. Nick Kirk has been appointed as Chief Executive Officer designate with immediate effect and he will take over as Chief Executive Officer ("CEO") and join the Board on 1 January 2023. Steve Ingham will step down as CEO and from the Board with effect from 31 December 2022. Nick has exceptional experience of the Group and the sector. He joined as a consultant in 1995 in Michael Page Sales in the UK. He was promoted to lead that discipline in 2007. In 2009, he transferred across to Page Personnel with a brief to transform the operating model. Following his success in this role, he was promoted to Regional Managing Director in 2013 and took on the additional responsibility of Michael Page Finance. In 2018 he became UK Managing Director and delivered significant progress in the area of DE&I. In January 2021, in addition to running all UK operations, Nick became responsible for the Group's North American business. That year, he led the US - one of the Group's Large High Potential Markets - to a record annual performance. Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment deteriorated over the past week After last week's 19% share price decline to €4.24, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Professional Services industry in Europe. Total returns to shareholders of 6.5% over the past three years. Upcoming Dividend • Aug 25
Upcoming dividend of UK£0.32 per share Eligible shareholders must have bought the stock before 01 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 9.4%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%). Reported Earnings • Aug 09
First half 2022 earnings released: EPS: UK£0.26 (vs UK£0.12 in 1H 2021) First half 2022 results: EPS: UK£0.26 (up from UK£0.12 in 1H 2021). Revenue: UK£977.3m (up 28% from 1H 2021). Net income: UK£81.5m (up 111% from 1H 2021). Profit margin: 8.3% (up from 5.0% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 14
PageGroup plc Provides Earnings Guidance for the Full Year 2022 PageGroup plc provided earnings guidance for the full year 2022. For the year, The company expects 2022 full year operating profit to be in line with company compiled consensus of £205 million. Annuncio • May 14
PageGroup plc to Report Q2, 2022 Results on Aug 09, 2022 PageGroup plc announced that they will report Q2, 2022 results on Aug 09, 2022 Upcoming Dividend • May 12
Upcoming dividend of UK£0.10 per share Eligible shareholders must have bought the stock before 19 May 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.5%). Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment deteriorated over the past week After last week's 22% share price decline to €5.25, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Professional Services industry in Europe. Total returns to shareholders of 5.9% over the past three years. Reported Earnings • Mar 04
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: UK£0.37 (up from UK£0.018 loss in FY 2020). Revenue: UK£1.64b (up 26% from FY 2020). Net income: UK£118.4m (up UK£124.1m from FY 2020). Profit margin: 7.2% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 18%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Recent Insider Transactions • Dec 25
Key Executive recently sold €3.6m worth of stock On the 23rd of December, Stephen Ingham sold around 480k shares on-market at roughly €7.47 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €6.4m. Annuncio • Dec 08
PageGroup plc Provides Full Year Earnings Guidance PageGroup plc provided full year earnings guidance. The company now expects full year operating profit to be in the region of £165 million. Executive Departure • Sep 01
Independent Non-Executive Director Simon Boddie has left the company On the 1st of September, Simon Boddie's tenure as Independent Non-Executive Director ended after 8.9 years in the role. We don't have any record of a personal shareholding under Simon's name. Simon is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.83 years. Upcoming Dividend • Aug 26
Upcoming dividend of UK£0.31 per share Eligible shareholders must have bought the stock before 02 September 2021. Payment date: 13 October 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (1.8%). Reported Earnings • Aug 10
First half 2021 earnings released: EPS UK£0.12 (vs UK£0.005 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£766.4m (up 17% from 1H 2020). Net income: UK£38.6m (up UK£40.2m from 1H 2020). Profit margin: 5.0% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Recent Insider Transactions • May 23
Key Executive recently sold €2.8m worth of stock On the 20th of May, Stephen Ingham sold around 400k shares on-market at roughly €6.96 per share. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months. Reported Earnings • Apr 24
Full year 2020 earnings released: UK£0.018 loss per share (vs UK£0.32 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£1.30b (down 21% from FY 2019). Net loss: UK£5.74m (down 106% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Annuncio • Apr 10
PageGroup plc Provides Earnings Guidance for the Full Year 2021 PageGroup plc provided earnings guidance for the full year 2021. For the period, the company expected operating profit to be within the range of £90 million to £100 million. Annuncio • Mar 03
PageGroup plc, Annual General Meeting, Jun 03, 2021 PageGroup plc, Annual General Meeting, Jun 03, 2021, at 08:30 Coordinated Universal Time. Location: Page House, The Bourne Business Park, 1 Dashwood Lang Road Weybridge Surrey United Kingdom Annuncio • Mar 02
PageGroup plc to Report Fiscal Year 2020 Results on Mar 03, 2021 PageGroup plc announced that they will report fiscal year 2020 results at 7:00 AM, Coordinated Universal Time on Mar 03, 2021 Annuncio • Jan 13
PageGroup plc Is Unable to Provide Financial Guidance for 2021 PageGroup plc announced that with COVID-19 continuing to impact the majority of markets around the world, particularly with rolling lockdowns now affecting many countries, it remains too uncertain to estimate the impact on the Group's operations and, as such, company is unable to provide financial guidance for 2021 and future years. The company will monitor the situation closely and will provide updates when appropriate, as well as Trading Updates quarterly. Is New 90 Day High Low • Dec 29
New 90-day high: €5.11 The company is up 28% from its price of €3.99 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share. Annuncio • Dec 26
PageGroup plc Announces Board Changes PageGroup plc announced the appointment of John Benedict ("Ben") Stevens who will join the Board as an independent Non-Executive Director with effect from 1 January 2021. The Company also announces that Simon Boddie, independent Non-Executive Director and Chair of the Audit Committee, will retire from the Board on 1 September 2021, having served on the Board for nine years. Ben Stevens will be a member of the Audit, Nomination and Remuneration Committees and Audit Committee Chair Designate. He will take over as Chair of the Audit Committee when Simon Boddie steps down from Board. Ben Stevens is currently a non-executive director and Chair of the Audit Committee of ISS A/S, a global facilities management company. Prior to this he was Group Finance Director and member of the Board of British American Tobacco plc, having spent 19 years with the company in a variety of finance and operational roles in the UK and overseas. Valuation Update With 7 Day Price Move • Nov 14
Market bids up stock over the past week After last week's 15% share price gain to UK£4.58, the stock is trading at a trailing P/E ratio of 28.4x, up from the previous P/E ratio of 24.6x. This compares to an average P/E of 30x in the Professional Services industry in Europe. Total returns to shareholders over the past three years were flat. Valuation Update With 7 Day Price Move • Nov 12
Market bids up stock over the past week After last week's 20% share price gain to UK£4.73, the stock is trading at a trailing P/E ratio of 28x, up from the previous P/E ratio of 23.4x. This compares to an average P/E of 28x in the Professional Services industry in Europe. Total returns to shareholders over the past three years are 4.2%. Is New 90 Day High Low • Nov 02
New 90-day low: €3.90 The company is down 1.0% from its price of €3.94 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.94 per share. Is New 90 Day High Low • Oct 12
New 90-day high: €4.42 The company is up 8.0% from its price of €4.09 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Professional Services industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.72 per share. Annuncio • Aug 06
Pagegroup plc Proposes No Interim Dividend for the Six Months Ended June 30, 2020 PageGroup plc proposed 0.00 pence per share interim dividend for the six months ended June 30, 2020 compared to 4.30 pence per share a year ago. Annuncio • Jul 09
PageGroup plc to Report First Half, 2020 Results on Aug 05, 2020 PageGroup plc announced that they will report first half, 2020 results on Aug 05, 2020