Buy Or Sell Opportunity • Aug 07
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 1.4% to €7.20. The fair value is estimated to be €5.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 3.2%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are forecast to decline by 0.2% per annum over the same time period. Board Change • Jul 17
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Heather Rabbatts was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Jul 16
Upcoming dividend of UK£0.12 per share Eligible shareholders must have bought the stock before 23 July 2026. Payment date: 21 August 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (10%). Annuncio • Jul 16
Bloomsbury Publishing plc Approves Final Dividend Bloomsbury Publishing PLC held its Annual General Meeting on July 15, 2026 approved a final dividend of 12.12 pence per Ordinary share. Reported Earnings • Jun 25
Full year 2026 earnings released: EPS: UK£0.33 (vs UK£0.31 in FY 2025) Full year 2026 results: EPS: UK£0.33 (up from UK£0.31 in FY 2025). Revenue: UK£325.9m (down 9.7% from FY 2025). Net income: UK£27.0m (up 6.3% from FY 2025). Profit margin: 8.3% (up from 7.0% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • May 22
Final dividend of UK£0.12 announced Shareholders will receive a dividend of UK£0.12. Ex-date: 23rd July 2026 Payment date: 21st August 2026 Dividend yield will be 2.4%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 2.8% over the next 2 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range. New Risk • May 21
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.6% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Annuncio • May 21
Bloomsbury Publishing Plc, Annual General Meeting, Jul 15, 2026 Bloomsbury Publishing Plc, Annual General Meeting, Jul 15, 2026. Reported Earnings • May 21
Full year 2026 earnings released: EPS: UK£0.33 (vs UK£0.31 in FY 2025) Full year 2026 results: EPS: UK£0.33 (up from UK£0.31 in FY 2025). Revenue: UK£325.9m (down 9.7% from FY 2025). Net income: UK£27.0m (up 6.3% from FY 2025). Profit margin: 8.3% (up from 7.0% in FY 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Apr 16
Bloomsbury Publishing plc Appoints Jenny Ridout as Executive Director Bloomsbury Publishing PLC announced the appointment of Jenny Ridout, currently Managing Director of the Academic & Professional Division, as an Executive Director on the Board of Directors of Bloomsbury. Jenny Ridout has also been the leader in Artificial Intelligence and was instrumental in both the AI training deal announced in July and the partnership with Google announced in December. She recently studied for a Post Graduate Diploma in Artificial Intelligence for Business from the Sa?d Business School in Oxford. Bloomsbury is streamlining its operating structure, restructuring to three vertical business units, with each business unit operating with its own editorial, sales, marketing and publicity, rights and audio functions reporting directly into the managing director of each. The new structure positions the company for greater agility, clearer accountability and continued expansion: Bloomsbury Global Academic & Professional led by Jenny Ridout; Bloomsbury USA led by Sabrina McCarthy, who continues to lead US Consumer and now also assumes responsibility for US A&P sales and marketing, rights and audio activity; and Bloomsbury Consumer UK led by Kathleen Farrar, who becomes Managing Director of Consumer UK. Ian Hudson is retiring from his full time role and will remain with the company as a consultant to contribute to longer term strategic planning. Bloomsbury has consolidated central functions under Chief Finance & Operations Officer, Keith Underwood. These responsibilities will include Finance, Investor Relations, Commercial & Metadata, Operations, Royalties, Technology, Website and a central Project/Change Management office. Annuncio • Mar 06
Bloomsbury Publishing Plc Announces Earning Guidance for the Year Ended February 28, 2026 and for the Year Ending February 28, 2027 Bloomsbury Publishing Plc Announced earning guidance for the year ended February 28, 2026 and for the year ending February 28, 2027. For the year ended February 28, 2026, Bloomsbury expects group profit to be in-line with market consensus expectations. This reflects the benefits of Bloomsbury's portfolio of portfolios strategy and includes a strong performance from the Academic division.
For the year ended February 28, 2027, Bloomsbury expects group profit to be materially ahead of market consensus expectations. Annuncio • Mar 05
Bloomsbury Publishing Plc to Report Fiscal Year 2026 Results on May 20, 2026 Bloomsbury Publishing Plc announced that they will report fiscal year 2026 results at 8:00 AM, GMT Standard Time on May 20, 2026 Annuncio • Oct 24
Bloomsbury Publishing Plc Announces Interim Dividend, Payable on November 28, 2025 Bloomsbury Publishing Plc announced that the interim dividend will increase by 5% to 4.08 pence per share (H1 2024/25:3.89 pence). Bloomsbury reiterates its intention to increase the dividend for the full year in-line with market expectations.2The interim dividend will be paid on 28 November 2025 to Shareholders on the register on the record date of 31 October 2025. Annuncio • May 15
Bloomsbury Publishing Plc to Report Fiscal Year 2025 Results on May 22, 2025 Bloomsbury Publishing Plc announced that they will report fiscal year 2025 results on May 22, 2025 Annuncio • Mar 20
Bloomsbury Appoints Dame Heather Rabbatts as A Non-Executive Director, Effective from 14 April 2025 Bloomsbury announced the appointment of Dame Heather Rabbatts to its Board as a Non-Executive Director with effect from 14 April 2025 and who will become a member of the Audit, Remuneration and Nomination Committees. She is the Senior Independent Director at Associated British Foods plc and M&C Saatchi Group PLC and was formerly a Non-Executive Director at Kier Group plc. Annuncio • Jan 24
Bloomsbury Publishing Plc Provides Earnings Guidance for the Year Ending February 28, 2025 Bloomsbury Publishing Plc provided earnings guidance for the year ending February 28, 2025. For the year, the Board considered current consensus market expectation to be revenue of £334 Million and profit before taxation and highlighted items of £39.6 Million. Declared Dividend • Oct 27
First half dividend of UK£0.039 announced Shareholders will receive a dividend of UK£0.039. Ex-date: 31st October 2024 Payment date: 29th November 2024 Dividend yield will be 1.9%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 14% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Oct 25
First half 2025 earnings released: EPS: UK£0.20 (vs UK£0.14 in 1H 2024) First half 2025 results: EPS: UK£0.20 (up from UK£0.14 in 1H 2024). Revenue: UK£179.8m (up 32% from 1H 2024). Net income: UK£16.6m (up 48% from 1H 2024). Profit margin: 9.2% (up from 8.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Media industry in Germany are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 26% per year. Annuncio • Oct 24
Bloomsbury Publishing plc Declares Interim Dividend, Payable on 29 November 2024 Bloomsbury Publishing Plc announced interim dividend will increase by 5% to 3.89 pence per share (H1 2023/24 3.70 pence). Bloomsbury has a progressive dividend policy and reiterates its intention to increase the dividend for the full year in-line with the Board's expectations. The interim dividend will be paid on 29 November 2024 to Shareholders on the register on the record date of 1 November 2024. Annuncio • Sep 30
Bloomsbury Publishing Plc to Report First Half, 2025 Results on Oct 24, 2024 Bloomsbury Publishing Plc announced that they will report first half, 2025 results on Oct 24, 2024 Recent Insider Transactions • Aug 30
Founder recently sold €493k worth of stock On the 27th of August, John Newton sold around 58k shares on-market at roughly €8.45 per share. This transaction amounted to 3.5% 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 John's only on-market trade for the last 12 months. Upcoming Dividend • Jul 18
Upcoming dividend of UK£0.11 per share Eligible shareholders must have bought the stock before 25 July 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.5%). Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €8.75, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.96 per share. Annuncio • Jul 17
Bloomsbury Publishing plc Declares a Final Dividend Bloomsbury Publishing Plc at its Annual General Meeting held on 16 July 2024 declared a final dividend of 10.99 pence per Ordinary share. Reported Earnings • Jun 19
Full year 2024 earnings released: EPS: UK£0.40 (vs UK£0.25 in FY 2023) Full year 2024 results: EPS: UK£0.40 (up from UK£0.25 in FY 2023). Revenue: UK£342.7m (up 30% from FY 2023). Net income: UK£32.3m (up 60% from FY 2023). Profit margin: 9.4% (up from 7.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 24% per year. Reported Earnings • Jun 18
Full year 2024 earnings released: EPS: UK£0.40 (vs UK£0.25 in FY 2023) Full year 2024 results: EPS: UK£0.40 (up from UK£0.25 in FY 2023). Revenue: UK£342.7m (up 30% from FY 2023). Net income: UK£32.3m (up 60% from FY 2023). Profit margin: 9.4% (up from 7.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €7.05, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 100% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.08 per share. Annuncio • May 30
Bloomsbury Publishing Plc (LSE:BMY) acquired Business of The Rowman & Littlefield Publishing Group, Inc. from The Rowman & Littlefield Publishing Group, Inc. for $83 million. Bloomsbury Publishing Plc (LSE:BMY) acquired Business of The Rowman & Littlefield Publishing Group, Inc. from The Rowman & Littlefield Publishing Group, Inc. for $83 million on May 29, 2024. The consideration is $83 million of which $76 million has been satisfied in cash on completion and up to $7 million in escrow, will be satisfied in cash post completion. Bloomsbury has financed this acquisition from its own cash resources and a new $38m (£30m) three year term loan with Lloyds Bank Plc. For the year ended December 31, 2023, Rowman & Littlefield'sacademic publishing business generated revenue of $36 million and profit before tax of approximately $6 million, with gross assets of approximately $6 million. The Transaction constitutes a class 2 transaction for the purposes of the UK Financial Authority's Listing Rules and, as such, does not require approval by the Company's shareholders.Bloomsbury Publishing Plc (LSE:BMY) completed the acquisition of Business of The Rowman & Littlefield Publishing Group, Inc. from The Rowman & Littlefield Publishing Group, Inc. on May 29, 2024. Declared Dividend • May 26
First half dividend of UK£0.11 announced Shareholders will receive a dividend of UK£0.11. Ex-date: 25th July 2024 Payment date: 23rd August 2024 Dividend yield will be 2.5%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (70% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend. Annuncio • May 25
Bloomsbury Publishing Plc Recommends Final Dividend for Year Ended 29 February 2024, Payable on 23 August 2024 Bloomsbury Publishing Plc is recommending a final dividend of 10.99 pence per share, totalling £9.0 million. Together with the interim dividend, this makes a total dividend for year ended 29 February 2024 of 14.69 pence per share, a 25.0% increase on the 11.75 pence value of the dividend for 2022/23 and a 36.8% increase versus 2021/22. Subject to Shareholder approval at AGM on 16 July 2024, the final dividend will be paid on 23 August 2024 to Shareholders on the register on the record date of 26 July 2024. Annuncio • May 23
Bloomsbury Publishing plc Announces Executive Changes Bloomsbury Publishing Plc announces that after seven years Sir Richard Lambert has given notice of his intention to retire as Chairman and step down as Director of the company with effect from the conclusion of the Annual General Meeting on 16 July 2024. John Bason, current Independent Non-Executive Director, will succeed Richard as Chairman, subject to re-election as a director. John Bason joined the Bloomsbury Board on 1 April 2022 and became Chair of the Remuneration Committee on 20 July 2022. He is a Chartered Accountant and brings a wealth of experience from his 40-year career in finance and international business. He was Finance Director at Associated British Foods plc from May 1999 until 28 April 2023. He was also formerly Non-Executive Director and Senior Independent Director at Compass Group PLC and a Trustee of Voluntary Service Overseas. He is an Independent Non-Executive Director and Chair of the Audit Committee at SSE plc, Chairman of the Primark Strategic Advisory Board and Chairman of the UK's leading food redistribution charity FareShare. New Risk • May 13
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Latest financial reports are more than 6 months old (reported August 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • May 11
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €6.95, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Media industry in Germany. Total returns to shareholders of 127% over the past three years. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €6.35, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Media industry in Germany. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.74 per share. Annuncio • Jan 15
Bloomsbury Publishing plc Appoints Tamsin Garrity as Head of Investor Relations Bloomsbury Publishing Plc announced the appointment of Tamsin Garrity as Head of Investor Relations, effective from 8 January 2024. In the newly created role, Tamsin will report to Chief Executive Nigel Newton and Group Finance Director Penny Scott-Bayfield. Tamsin forged her career over two decades as an Equity Research Analyst focusing on European Media, working at investment banks including Jefferies and UBS. Tamsin has extensive experience in analysing media companies, financial models, writing research, M&A and communicating with fund managers, analysts and equity sales forces. New Risk • Dec 07
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Annuncio • Dec 07
Bloomsbury Publishing Plc Provides Earnings Guidance for the Year Ending 29 February 2024 Bloomsbury Publishing Plc provided earnings guidance for the year ending 29 February 2024. For the year, the company expects revenue to be comfortably ahead and profit before taxation and highlighted items materially ahead of current market expectations of revenue of £274.2 million and profit before taxation and highlighted items of £32.9 million. New Risk • Nov 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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. Share price has been volatile over the past 3 months (6.3% average weekly change). Significant insider selling over the past 3 months (€1.2m sold). Reported Earnings • Oct 29
First half 2024 earnings released: EPS: UK£0.14 (vs UK£0.13 in 1H 2023) First half 2024 results: EPS: UK£0.14 (up from UK£0.13 in 1H 2023). Revenue: UK£136.7m (up 11% from 1H 2023). Net income: UK£11.2m (up 11% from 1H 2023). Profit margin: 8.2% (in line with 1H 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year. Annuncio • Oct 27
Bloomsbury Publishing plc Proposes Interim Dividend, Payable 1 December 2023 Bloomsbury Publishing Plc proposed interim dividend of 3.70 pence per ordinary share will be paid to the equity Shareholders on 1 December 2023 to Shareholders registered at close of business on 3 November 2023. Recent Insider Transactions • Sep 03
Founder recently sold €520k worth of stock On the 30th of August, John Newton sold around 110k shares on-market at roughly €4.72 per share. This transaction amounted to 6.6% 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 John's only on-market trade for the last 12 months. Annuncio • Jul 21
Bloomsbury Publishing plc Approves Final Dividend for the Year 2022 Bloomsbury Publishing Plc announced that at its AGM held on July 18, 2023, shareholders approved the final dividend of 10.34 pence per ordinary share. Upcoming Dividend • Jul 20
Upcoming dividend of UK£0.10 per share at 2.6% yield Eligible shareholders must have bought the stock before 27 July 2023. Payment date: 25 August 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.5%). Annuncio • Jul 18
Bloomsbury Publishing Plc to Report First Half, 2024 Results on Oct 26, 2023 Bloomsbury Publishing Plc announced that they will report first half, 2024 results on Oct 26, 2023 Recent Insider Transactions • Jun 06
Independent Non-Executive Director recently bought €50k worth of stock On the 1st of June, John Bason bought around 11k shares on-market at roughly €4.76 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €689k more in shares than they bought in the last 12 months. Reported Earnings • Jun 01
Full year 2023 earnings released: EPS: UK£0.25 (vs UK£0.21 in FY 2022) Full year 2023 results: EPS: UK£0.25 (up from UK£0.21 in FY 2022). Revenue: UK£264.1m (up 15% from FY 2022). Net income: UK£20.2m (up 20% from FY 2022). Profit margin: 7.7% (up from 7.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Annuncio • May 31
Bloomsbury Publishing Plc, Annual General Meeting, Jul 18, 2023 Bloomsbury Publishing Plc, Annual General Meeting, Jul 18, 2023. Buying Opportunity • Feb 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 9.2%. The fair value is estimated to be €5.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to decline by 0.01% in 2 years. Earnings is forecast to grow by 0.2% in the next 2 years. Buying Opportunity • Jan 26
Now 22% undervalued Over the last 90 days, the stock is up 3.5%. The fair value is estimated to be €6.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to decline by 0.01% in 2 years. Earnings is forecast to grow by 0.2% in the next 2 years. Reported Earnings • Oct 27
First half 2023 earnings released: EPS: UK£0.13 (vs UK£0.10 in 1H 2022) First half 2023 results: EPS: UK£0.13 (up from UK£0.10 in 1H 2022). Revenue: UK£122.9m (up 22% from 1H 2022). Net income: UK£10.1m (up 18% from 1H 2022). Profit margin: 8.2% (down from 8.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Germany. Upcoming Dividend • Jul 21
Upcoming dividend of UK£0.094 per share Eligible shareholders must have bought the stock before 28 July 2022. Payment date: 26 August 2022. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (8.1%). Reported Earnings • Jun 17
Full year 2022 earnings released: EPS: UK£0.21 (vs UK£0.17 in FY 2021) Full year 2022 results: EPS: UK£0.21 (up from UK£0.17 in FY 2021). Revenue: UK£230.1m (up 24% from FY 2021). Net income: UK£16.9m (up 23% from FY 2021). Profit margin: 7.3% (down from 7.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.6% growth forecast for the industry in Germany. Annuncio • May 24
Bloomsbury Publishing Plc to Report Fiscal Year 2022 Results on Jun 15, 2022 Bloomsbury Publishing Plc announced that they will report fiscal year 2022 results on Jun 15, 2022 Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improved over the past week After last week's 15% share price gain to €4.84, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Media industry in Germany. Total returns to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €7.78 per share. Annuncio • Mar 31
Bloomsbury Publishing Plc, Annual General Meeting, Jul 20, 2022 Bloomsbury Publishing Plc, Annual General Meeting, Jul 20, 2022. Agenda: To consider board changes. Buying Opportunity • Feb 04
Now 24% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be UK£5.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% per annum over the last 3 years. Earnings per share has grown by 24% per annum over the last 3 years. Annuncio • Dec 17
Bloomsbury Publishing Plc (LSE:BMY) acquired ABC-CLIO, LLC for a cash consideration of $22.9 million. Bloomsbury Publishing Plc (LSE:BMY) acquired ABC-CLIO, LLC for a cash consideration of $22.9 million on December 16, 2021. The consideration is $22.9 million, of which $22.3 million has been satisfied in cash on completion and up to $0.6 million will be satisfied in cash post completion. ABC-CLIO generated revenue of $14.7 million in the year ended 31 December 2020, and profit before tax of $1.2 million, with gross assets of approximately $12.5 million. The Transaction does not require approval by the Company's shareholders. The acquisition will be earnings enhancing in the current year.
Bloomsbury Publishing Plc (LSE:BMY) completed the acquisition of ABC-CLIO, LLC on December 16, 2021. Reported Earnings • Oct 29
First half 2022 earnings released: EPS UK£0.10 (vs UK£0.029 in 1H 2021) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£100.7m (up 29% from 1H 2021). Net income: UK£8.59m (up 270% from 1H 2021). Profit margin: 8.5% (up from 3.0% in 1H 2021). The increase in margin was driven by higher revenue. Annuncio • Sep 24
Bloomsbury Publishing Plc (LSE:BMY) acquired certain assets from Artfilms Digital. Bloomsbury Publishing Plc (LSE:BMY) acquired certain assets from Artfilms Digital on September 23, 2021.
Bloomsbury Publishing Plc (LSE:BMY) completed the acquisition of certain assets from Artfilms Digital on September 23, 2021. Annuncio • Sep 14
Bloomsbury Publishing Ordinary Shares to Be Deleted from Other OTC Bloomsbury Publishing plc Ordinary Shares (United Kingdom) will be deleted from Other OTC effective from September 14, 2021, due to Inactive Security. Recent Insider Transactions • Aug 12
Founder recently sold €422k worth of stock On the 9th of August, John Newton sold around 105k shares on-market at roughly €4.04 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Executive Departure • Jul 28
Senior Independent Director John Warren has left the company On the 21st of July, John Warren's tenure as Senior Independent Director ended after 6.0 years in the role. As of March 2021, John still personally held only 10.00k shares (€33k worth at the time). John is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.13 years. Executive Departure • Jul 26
Senior Independent Director John Warren has left the company On the 21st of July, John Warren's tenure as Senior Independent Director ended after 6.0 years in the role. As of March 2021, John still personally held only 10.00k shares (€33k worth at the time). John is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.13 years. Upcoming Dividend • Jul 22
Upcoming dividend of UK£0.17 per share Eligible shareholders must have bought the stock before 29 July 2021. Payment date: 27 August 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.9%). Reported Earnings • Jun 23
Full year 2021 earnings released: EPS UK£0.17 The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£185.1m (up 14% from FY 2020). Net income: UK£13.7m (up 30% from FY 2020). Profit margin: 7.4% (up from 6.5% in FY 2020). The increase in margin was driven by higher revenue. Annuncio • Jun 04
Bloomsbury Publishing plc (LSE:BMY) acquired Head Of Zeus Limited for £8.45 million. Bloomsbury Publishing plc (LSE:BMY) acquired Head Of Zeus Limited for £8.45 million on June 2, 2021. The consideration, net of pre-existing loans, is £7.35 million, of which £5.5 million will be satisfied in cash at completion, with £1.1 million payable in cash post completion, subject to working capital and other considerations, and £0.75 million of deferred consideration payable in cash subject to achievement of revenue, profit and Netflix release targets. For the year ending December 31, 2020, Head Of Zeus Limited reported revenues of £8.6 million and had net assets of £4.6 million as of December 31, 2020. Paul Mudie, Dominic Robertson, Phil Linnard of Slaughter and May acted as legal advisor to the Bloomsbury Publishing plc (LSE:BMY).
Bloomsbury Publishing plc (LSE:BMY) completed the acquisition of Head Of Zeus Limited for £8.45 million on June 2, 2021. Reported Earnings • Jun 04
Full year 2021 earnings released: EPS UK£0.17 (vs UK£0.14 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£185.1m (up 14% from FY 2020). Net income: UK£13.7m (up 30% from FY 2020). Profit margin: 7.4% (up from 6.5% in FY 2020). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Jan 30
New 90-day high: €3.44 The company is up 24% from its price of €2.78 on 30 October 2020. The German market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.75 per share. Is New 90 Day High Low • Jan 09
New 90-day high: €3.29 The company is up 57% from its price of €2.10 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.52 per share. Is New 90 Day High Low • Dec 18
New 90-day high: €3.05 The company is up 39% from its price of €2.19 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.01 per share. Annuncio • Dec 15
Bloomsbury Publishing plc Announces Appointment of Lola Young as Non-Executive Director and Member of the Nomination Committee, Effective January 1, 2021 Bloomsbury Publishing plc announced that Baroness Lola Young of Hornsey will join the Board as a Non-Executive Director with effect from January 1, 2021. Baroness Young will also become a member of the Nomination Committee. Valuation Update With 7 Day Price Move • Nov 03
Market bids up stock over the past week After last week's 21% share price gain to UK£2.75, the stock is trading at a trailing P/E ratio of 17.5x, up from the previous P/E ratio of 14.5x. This compares to an average P/E of 21x in the Media industry in Germany.