View Financial HealthJensen-Group 配当と自社株買い配当金 基準チェック /36Jensen-Group配当を支払う会社であり、現在の利回りは1.79%で、収益によって十分にカバーされています。主要情報1.8%配当利回り2.0%バイバック利回り総株主利回り3.8%将来の配当利回り1.8%配当成長7.6%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向24%最近の配当と自社株買いの更新Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.5%).Declared Dividend • Mar 12Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.分析記事 • May 24Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.70 on 28th...Declared Dividend • May 23Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.すべての更新を表示Recent updatesBoard Change • Jun 01Insufficient new directorsNo 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. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.4% 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. This is currently the only risk that has been identified for the company.Price Target Changed • May 19Price target increased by 9.6% to €74.00Up from €67.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €72.00. Stock is up 42% over the past year. The company is forecast to post earnings per share of €6.85 for next year compared to €6.27 last year.Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.5%).New Risk • May 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.Declared Dividend • Mar 12Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €6.27 (vs €4.33 in FY 2024)Full year 2025 results: EPS: €6.27 (up from €4.33 in FY 2024). Revenue: €540.8m (up 19% from FY 2024). Net income: €58.8m (up 42% from FY 2024). Profit margin: 11% (up from 9.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 30% per year.New Risk • Feb 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 13First half 2025 earnings released: EPS: €3.44 (vs €2.26 in 1H 2024)First half 2025 results: EPS: €3.44 (up from €2.26 in 1H 2024). Revenue: €263.1m (up 16% from 1H 2024). Net income: €32.5m (up 50% from 1H 2024). Profit margin: 12% (up from 9.5% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Price Target Changed • Aug 08Price target increased by 20% to €62.00Up from €51.50, the current price target is provided by 1 analyst. New target price is 8.4% above last closing price of €57.20. Stock is up 36% over the past year. The company posted earnings per share of €4.33 last year.分析記事 • May 29Subdued Growth No Barrier To Jensen-Group NV (EBR:JEN) With Shares Advancing 25%Jensen-Group NV ( EBR:JEN ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • May 24Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.70 on 28th...Declared Dividend • May 23Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €52.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Machinery industry in Europe. Total returns to shareholders of 64% over the past three years.お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.Price Target Changed • May 20Price target increased by 7.0% to €53.50Up from €50.00, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of €50.60. Stock is up 30% over the past year. The company is forecast to post earnings per share of €5.11 for next year compared to €4.33 last year.お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 20, 2025Jensen-Group NV, Annual General Meeting, May 20, 2025, at 10:00 Romance Standard Time. Location: gent BelgiumReported Earnings • Apr 02Full year 2024 earnings released: EPS: €4.33 (vs €3.41 in FY 2023)Full year 2024 results: EPS: €4.33 (up from €3.41 in FY 2023). Revenue: €453.2m (up 13% from FY 2023). Net income: €41.3m (up 33% from FY 2023). Profit margin: 9.1% (up from 7.8% in FY 2023). 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 4.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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. This is currently the only risk that has been identified for the company.お知らせ • Feb 19+ 1 more updateJensen-Group NV to Report First Half, 2025 Results on Aug 07, 2025Jensen-Group NV announced that they will report first half, 2025 results on Aug 07, 2025Reported Earnings • Aug 12First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: €2.26 (up from €1.93 in 1H 2023). Revenue: €227.3m (up 10.0% from 1H 2023). Net income: €21.7m (up 29% from 1H 2023). Profit margin: 9.5% (up from 8.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million.Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million on July 23, 2024. Following a phased acquisition approach, JENSEN-GROUP will acquire the remaining 15% stake in MAXI-PRESS, presently owned by the founding CEO and shareholder, Zaiser, in the course of the next three years, substantially applying similar valuation principles, and acquiring the shares in three annual tranches of 5% in order to achieve full ownership of MAXI-PRESS by the end of June 2027.The financial structure of the transaction is facilitated through direct cash payments complemented by a roll-over loan amounting to €24 million. For the period ending December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total revenue of €21.45 million and EBITDA of €5.64 million. As of December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total assets of €13.14 million. The transaction is set to take effect retroactively from January 1, 2024. Under the agreement, MAXI-PRESS will continue to operate under the well-established MAXIPRESS brand, while Zaiser has agreed to continue to serve as managing director of MAXI-PRESS, at least for the next three years, in order to further develop and gradually integrate MAXI-PRESS as part of JENSEN-GROUP and will report directly to the JENSEN-GROUP Executive Management Team. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG on July 23, 2024.分析記事 • May 22Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.525 on 30th...Upcoming Dividend • May 21Upcoming dividend of €0.53 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Belgian dividend payers (6.6%). Lower than average of industry peers (2.7%).分析記事 • Apr 29Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV ( EBR:JEN ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Apr 15Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV ( EBR:JEN ) will increase its dividend from last year's comparable payment on the 30th of May to...Board Change • Apr 10Less than half of directors are independentFollowing 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 Director Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 01Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV ( EBR:JEN ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Mar 16Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearThe board of Jensen-Group NV ( EBR:JEN ) has announced that it will be paying its dividend of €0.525 on the 30th of...Declared Dividend • Mar 15Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 12% 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 2 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.分析記事 • Mar 15Jensen-Group (EBR:JEN) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJensen-Group NV's ( EBR:JEN ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • Mar 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (24% increase in shares outstanding).Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €3.41 (vs €2.11 in FY 2022)Full year 2023 results: EPS: €3.41 (up from €2.11 in FY 2022). Revenue: €400.1m (up 17% from FY 2022). Net income: €31.2m (up 89% from FY 2022). Profit margin: 7.8% (up from 4.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06+ 1 more updateJensen-Group NV, Annual General Meeting, May 21, 2024Jensen-Group NV, Annual General Meeting, May 21, 2024.New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (24% increase in shares outstanding).Reported Earnings • Aug 13First half 2023 earnings released: EPS: €1.93 (vs €1.16 in 1H 2022)First half 2023 results: EPS: €1.93 (up from €1.16 in 1H 2022). Revenue: €206.7m (up 21% from 1H 2022). Net income: €16.8m (up 86% from 1H 2022). Profit margin: 8.1% (up from 5.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.6% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risk Shareholders have been diluted in the past year (22% increase in shares outstanding).Upcoming Dividend • May 17Upcoming dividend of €0.35 per share at 1.6% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Belgian dividend payers (6.8%). Lower than average of industry peers (2.7%).Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Rudy Provoost was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 16+ 3 more updatesJensen-Group NV to Report First Half, 2023 Results on Aug 10, 2023Jensen-Group NV announced that they will report first half, 2023 results on Aug 10, 2023Reported Earnings • Aug 16First half 2022 earnings released: EPS: €1.16 (vs €0.90 in 1H 2021)First half 2022 results: EPS: €1.16 (up from €0.90 in 1H 2021). Revenue: €171.2m (up 38% from 1H 2021). Net income: €9.02m (up 29% from 1H 2021). Profit margin: 5.3% (down from 5.6% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.3%, compared to a 13% growth forecast for the Machinery industry in Belgium. 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 2% per year.Upcoming Dividend • May 16Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Belgian dividend payers (5.9%). Lower than average of industry peers (2.9%).Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.87 (vs €0.98 in FY 2020)Full year 2021 results: EPS: €1.87 (up from €0.98 in FY 2020). Revenue: €259.7m (up 5.9% from FY 2020). Net income: €14.6m (up 91% from FY 2020). Profit margin: 5.6% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 15% growth forecast for the industry in Belgium. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Mar 24Jensen-Group's (EBR:JEN) Shareholders Will Receive A Bigger Dividend Than Last YearJensen-Group NV ( EBR:JEN ) will increase its dividend on the 25th of May to €0.35. Despite this raise, the dividend...Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 20% share price gain to €29.20, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 15x in the Machinery industry in Europe. Total loss to shareholders of 12% over the past three years.分析記事 • Feb 23Should You Investigate Jensen-Group NV (EBR:JEN) At €26.90?Jensen-Group NV ( EBR:JEN ), might not be a large cap stock, but it received a lot of attention from a substantial...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €31.10, the stock trades at a trailing P/E ratio of 18.5x. Average forward P/E is 20x in the Machinery industry in Europe. Total loss to shareholders of 11% over the past three years.分析記事 • Jan 06Jensen-Group (EBR:JEN) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Reported Earnings • Aug 12First half 2021 earnings released: EPS €0.90 (vs €0.20 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €124.3m (down 4.5% from 1H 2020). Net income: €7.01m (up 355% from 1H 2020). Profit margin: 5.6% (up from 1.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Price Target Changed • Aug 12Price target increased to €33.00Up from €28.50, the current price target is provided by 1 analyst. New target price is 8.2% above last closing price of €30.50. Stock is up 37% over the past year.分析記事 • Jun 07Jensen-Group (EBR:JEN) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • May 21Here's Why Jensen-Group (EBR:JEN) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • May 20Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 28 May 2021. Trailing yield: 0.9%. Lower than top quartile of Belgian dividend payers (4.4%). Lower than average of industry peers (1.8%).Reported Earnings • Mar 29Full year 2020 earnings released: EPS €0.98 (vs €2.03 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €245.2m (down 26% from FY 2019). Net income: €7.66m (down 52% from FY 2019). Profit margin: 3.1% (down from 4.8% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.分析記事 • Mar 09When Should You Buy Jensen-Group NV (EBR:JEN)?Jensen-Group NV ( EBR:JEN ), might not be a large cap stock, but it saw a decent share price growth in the teens level...Reported Earnings • Mar 07Full year 2020 earnings released: EPS €0.98 (vs €2.03 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €245.2m (down 26% from FY 2019). Net income: €7.70m (down 51% from FY 2019). Profit margin: 3.1% (down from 4.8% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 15New 90-day high: €26.00The company is up 10.0% from its price of €23.70 on 17 November 2020. The Belgian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 11% over the same period.分析記事 • Jan 18A Look At Jensen-Group's (EBR:JEN) Share Price ReturnsWhile not a mind-blowing move, it is good to see that the Jensen-Group NV ( EBR:JEN ) share price has gained 24% in the...分析記事 • Dec 28The Returns At Jensen-Group (EBR:JEN) Provide Us With Signs Of What's To ComeIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...分析記事 • Dec 14Are Institutions Heavily Invested In Jensen-Group NV's (EBR:JEN) Shares?Every investor in Jensen-Group NV ( EBR:JEN ) should be aware of the most powerful shareholder groups. Insiders often...分析記事 • Nov 29Jensen-Group NV's (EBR:JEN) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Jensen-Group (EBR:JEN) has had a great run on the share market with its stock up by a significant 23% over the last...Is New 90 Day High Low • Nov 16New 90-day high: €23.80The company is up 4.0% from its price of €22.80 on 18 August 2020. The Belgian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to €22.70, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.3x. This compares to an average P/E of 22x in the Machinery industry in Europe. Total return to shareholders over the past three years is a loss of 46%.Is New 90 Day High Low • Oct 15New 90-day low: €19.45The company is down 8.0% from its price of €21.20 on 17 July 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.お知らせ • Sep 25Jensen-Group NV (ENXTBR:JEN) acquired sykom from it's fpounder Uwe Eilers.Jensen-Group NV (ENXTBR:JEN) acquired sykom from it's fpounder Uwe Eilers on February 1, 2017. BDO legal germany acted as legal advisor to sykom in the transaction. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of sykom from it's fpounder Uwe Eilers on February 1, 2017.お知らせ • Sep 23+ 1 more updateAlliance Laundry Systems LLC has completed the acquisition of Commercial Laundry Division of Laundry System Group NV.Alliance Laundry Systems, LLC signed an agreement to acquire Commercial Laundry Division of Laundry Systems Group N.V. for a reported consideration of approximately €59 million on May 23, 2006. Under the reported terms of agreement, Alliance Laundry Systems, LLC will pay approximately €54 million in cash and will assume €5 million of liabilities. Completion of the transaction is subject to confirmatory due diligence and customary closing conditions. As reported, there is no certainty about the final price of the transaction. The Commercial Laundry Division realized revenue of €85.3 million in 2005 and an operating profit before group charges of €7.1 million. The transaction is expected to close in the third quarter of 2006. Margaret Davenport of Debevoise & Plimpton, LLP acted as the legal advisor to Alliance Laundry Systems LLC in the transaction. Alliance Laundry Systems LLC completed the acquisition of the Commercial Laundry Division of Laundry System Group NV on July 14, 2006.Is New 90 Day High Low • Sep 23New 90-day low: €20.80The company is down 8.0% from its price of €22.50 on 25 June 2020. The Belgian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 7.0% over the same period.分析記事 • Sep 21Our Take On The Returns On Capital At Jensen-Group (EBR:JEN)There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Sep 07Are Institutions Heavily Invested In Jensen-Group NV's (EBR:JEN) Shares?The big shareholder groups in Jensen-Group NV (EBR:JEN) have power over the company. Institutions often own shares in...分析記事 • Aug 24Jensen-Group NV's (EBR:JEN) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already know that Jensen-Group's (EBR:JEN) stock increased by 5.6% over the past three months...分析記事 • Aug 07Is It Too Late To Consider Buying Jensen-Group NV (EBR:JEN)?Jensen-Group NV (EBR:JEN), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • Jul 23Is Jensen-Group NV (EBR:JEN) A Smart Choice For Dividend Investors?Is Jensen-Group NV (EBR:JEN) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...分析記事 • Jul 08Jensen-Group NV's (EBR:JEN) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 10.8x Jensen-Group NV (EBR:JEN) may be sending bullish signals at the...分析記事 • Jun 21Did Changing Sentiment Drive Jensen-Group's (EBR:JEN) Share Price Down By 46%?In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...決済の安定と成長配当データの取得安定した配当: JENの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: JENの配当金は過去10年間にわたって増加しています。配当利回り対市場Jensen-Group 配当利回り対市場JEN 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (JEN)1.8%市場下位25% (BE)2.4%市場トップ25% (BE)6.7%業界平均 (Machinery)2.3%アナリスト予想 (JEN) (最長3年)1.8%注目すべき配当: JENの配当金 ( 1.79% ) はBelgian市場の配当金支払者の下位 25% ( 2.42% ) と比べると目立ったものではありません。高配当: JENの配当金 ( 1.79% ) はBelgian市場の配当金支払者の上位 25% ( 6.73% ) と比較すると低いです。株主への利益配当収益カバレッジ: JENは低い 配当性向 ( 23.9% ) であるため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: JENは低い 現金配当性向 ( 25% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YBE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 20:52終値2026/07/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Jensen-Group NV 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Guy SipsKBC Securities NV
Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.5%).
Declared Dividend • Mar 12Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
分析記事 • May 24Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.70 on 28th...
Declared Dividend • May 23Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
Board Change • Jun 01Insufficient new directorsNo 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. Non-Executive Director Daisuke Miyauchi was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Belgian stocks, typically moving 5.4% 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. This is currently the only risk that has been identified for the company.
Price Target Changed • May 19Price target increased by 9.6% to €74.00Up from €67.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €72.00. Stock is up 42% over the past year. The company is forecast to post earnings per share of €6.85 for next year compared to €6.27 last year.
Upcoming Dividend • May 19Upcoming dividend of €1.05 per shareEligible shareholders must have bought the stock before 26 May 2026. Payment date: 28 May 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (2.5%).
New Risk • May 18New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 19, 2026Jensen-Group NV, Annual General Meeting, May 19, 2026, at 10:00 Romance Standard Time.
Declared Dividend • Mar 12Dividend of €1.05 announcedShareholders will receive a dividend of €1.05. Ex-date: 26th May 2026 Payment date: 28th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 46% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 11Jensen-Group NV announces Annual dividend, payable on May 28, 2026Jensen-Group NV announced Annual dividend of EUR 1.0500 per share payable on May 28, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
Reported Earnings • Mar 08Full year 2025 earnings released: EPS: €6.27 (vs €4.33 in FY 2024)Full year 2025 results: EPS: €6.27 (up from €4.33 in FY 2024). Revenue: €540.8m (up 19% from FY 2024). Net income: €58.8m (up 42% from FY 2024). Profit margin: 11% (up from 9.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 30% per year.
New Risk • Feb 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 13First half 2025 earnings released: EPS: €3.44 (vs €2.26 in 1H 2024)First half 2025 results: EPS: €3.44 (up from €2.26 in 1H 2024). Revenue: €263.1m (up 16% from 1H 2024). Net income: €32.5m (up 50% from 1H 2024). Profit margin: 12% (up from 9.5% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Aug 08Price target increased by 20% to €62.00Up from €51.50, the current price target is provided by 1 analyst. New target price is 8.4% above last closing price of €57.20. Stock is up 36% over the past year. The company posted earnings per share of €4.33 last year.
分析記事 • May 29Subdued Growth No Barrier To Jensen-Group NV (EBR:JEN) With Shares Advancing 25%Jensen-Group NV ( EBR:JEN ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • May 24Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.70 on 28th...
Declared Dividend • May 23Dividend of €0.70 announcedShareholders will receive a dividend of €0.70. Ex-date: 26th May 2025 Payment date: 28th May 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €52.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Machinery industry in Europe. Total returns to shareholders of 64% over the past three years.
お知らせ • May 22Jensen-Group NV announces Annual dividend, payable on May 28, 2025Jensen-Group NV announced Annual dividend of EUR 0.7000 per share payable on May 28, 2025, ex-date on May 26, 2025 and record date on May 27, 2025.
Price Target Changed • May 20Price target increased by 7.0% to €53.50Up from €50.00, the current price target is provided by 1 analyst. New target price is 5.7% above last closing price of €50.60. Stock is up 30% over the past year. The company is forecast to post earnings per share of €5.11 for next year compared to €4.33 last year.
お知らせ • Apr 21Jensen-Group NV, Annual General Meeting, May 20, 2025Jensen-Group NV, Annual General Meeting, May 20, 2025, at 10:00 Romance Standard Time. Location: gent Belgium
Reported Earnings • Apr 02Full year 2024 earnings released: EPS: €4.33 (vs €3.41 in FY 2023)Full year 2024 results: EPS: €4.33 (up from €3.41 in FY 2023). Revenue: €453.2m (up 13% from FY 2023). Net income: €41.3m (up 33% from FY 2023). Profit margin: 9.1% (up from 7.8% in FY 2023). 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 4.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. 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. This is currently the only risk that has been identified for the company.
お知らせ • Feb 19+ 1 more updateJensen-Group NV to Report First Half, 2025 Results on Aug 07, 2025Jensen-Group NV announced that they will report first half, 2025 results on Aug 07, 2025
Reported Earnings • Aug 12First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: €2.26 (up from €1.93 in 1H 2023). Revenue: €227.3m (up 10.0% from 1H 2023). Net income: €21.7m (up 29% from 1H 2023). Profit margin: 9.5% (up from 8.1% in 1H 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million.Jensen-Group NV (ENXTBR:JEN) acquired 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG for €34.3 million on July 23, 2024. Following a phased acquisition approach, JENSEN-GROUP will acquire the remaining 15% stake in MAXI-PRESS, presently owned by the founding CEO and shareholder, Zaiser, in the course of the next three years, substantially applying similar valuation principles, and acquiring the shares in three annual tranches of 5% in order to achieve full ownership of MAXI-PRESS by the end of June 2027.The financial structure of the transaction is facilitated through direct cash payments complemented by a roll-over loan amounting to €24 million. For the period ending December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total revenue of €21.45 million and EBITDA of €5.64 million. As of December 31, 2023, MAXI-PRESS Elastomertechnik GmbH reported total assets of €13.14 million. The transaction is set to take effect retroactively from January 1, 2024. Under the agreement, MAXI-PRESS will continue to operate under the well-established MAXIPRESS brand, while Zaiser has agreed to continue to serve as managing director of MAXI-PRESS, at least for the next three years, in order to further develop and gradually integrate MAXI-PRESS as part of JENSEN-GROUP and will report directly to the JENSEN-GROUP Executive Management Team. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of 85% stake in MAXI-PRESS Elastomertechnik GmbH from AUCTUS Capital Partners AG on July 23, 2024.
分析記事 • May 22Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV's ( EBR:JEN ) dividend will be increasing from last year's payment of the same period to €0.525 on 30th...
Upcoming Dividend • May 21Upcoming dividend of €0.53 per shareEligible shareholders must have bought the stock before 28 May 2024. Payment date: 30 May 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Belgian dividend payers (6.6%). Lower than average of industry peers (2.7%).
分析記事 • Apr 29Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV ( EBR:JEN ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Apr 15Jensen-Group (EBR:JEN) Is Increasing Its Dividend To €0.525Jensen-Group NV ( EBR:JEN ) will increase its dividend from last year's comparable payment on the 30th of May to...
Board Change • Apr 10Less than half of directors are independentFollowing 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 Director Els Verbraecken was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 01Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearJensen-Group NV ( EBR:JEN ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Mar 16Jensen-Group (EBR:JEN) Is Paying Out A Larger Dividend Than Last YearThe board of Jensen-Group NV ( EBR:JEN ) has announced that it will be paying its dividend of €0.525 on the 30th of...
Declared Dividend • Mar 15Dividend of €0.53 announcedShareholders will receive a dividend of €0.53. Ex-date: 28th May 2024 Payment date: 30th May 2024 Dividend yield will be 1.4%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 12% 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 2 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Mar 15Jensen-Group (EBR:JEN) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfJensen-Group NV's ( EBR:JEN ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • Mar 11New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.1% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (24% increase in shares outstanding).
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: €3.41 (vs €2.11 in FY 2022)Full year 2023 results: EPS: €3.41 (up from €2.11 in FY 2022). Revenue: €400.1m (up 17% from FY 2022). Net income: €31.2m (up 89% from FY 2022). Profit margin: 7.8% (up from 4.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06+ 1 more updateJensen-Group NV, Annual General Meeting, May 21, 2024Jensen-Group NV, Annual General Meeting, May 21, 2024.
New Risk • Feb 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 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: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (24% increase in shares outstanding).
Reported Earnings • Aug 13First half 2023 earnings released: EPS: €1.93 (vs €1.16 in 1H 2022)First half 2023 results: EPS: €1.93 (up from €1.16 in 1H 2022). Revenue: €206.7m (up 21% from 1H 2022). Net income: €16.8m (up 86% from 1H 2022). Profit margin: 8.1% (up from 5.3% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 23New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 9.6% per year over the past 5 years. High level of non-cash earnings (24% accrual ratio). Minor Risk Shareholders have been diluted in the past year (22% increase in shares outstanding).
Upcoming Dividend • May 17Upcoming dividend of €0.35 per share at 1.6% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Belgian dividend payers (6.8%). Lower than average of industry peers (2.7%).
Board Change • Dec 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Rudy Provoost was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 16+ 3 more updatesJensen-Group NV to Report First Half, 2023 Results on Aug 10, 2023Jensen-Group NV announced that they will report first half, 2023 results on Aug 10, 2023
Reported Earnings • Aug 16First half 2022 earnings released: EPS: €1.16 (vs €0.90 in 1H 2021)First half 2022 results: EPS: €1.16 (up from €0.90 in 1H 2021). Revenue: €171.2m (up 38% from 1H 2021). Net income: €9.02m (up 29% from 1H 2021). Profit margin: 5.3% (down from 5.6% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.3%, compared to a 13% growth forecast for the Machinery industry in Belgium. 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 2% per year.
Upcoming Dividend • May 16Upcoming dividend of €0.35 per shareEligible shareholders must have bought the stock before 23 May 2022. Payment date: 25 May 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Belgian dividend payers (5.9%). Lower than average of industry peers (2.9%).
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: €1.87 (vs €0.98 in FY 2020)Full year 2021 results: EPS: €1.87 (up from €0.98 in FY 2020). Revenue: €259.7m (up 5.9% from FY 2020). Net income: €14.6m (up 91% from FY 2020). Profit margin: 5.6% (up from 3.1% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 15% growth forecast for the industry in Belgium. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 24Jensen-Group's (EBR:JEN) Shareholders Will Receive A Bigger Dividend Than Last YearJensen-Group NV ( EBR:JEN ) will increase its dividend on the 25th of May to €0.35. Despite this raise, the dividend...
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment improved over the past weekAfter last week's 20% share price gain to €29.20, the stock trades at a trailing P/E ratio of 17.4x. Average forward P/E is 15x in the Machinery industry in Europe. Total loss to shareholders of 12% over the past three years.
分析記事 • Feb 23Should You Investigate Jensen-Group NV (EBR:JEN) At €26.90?Jensen-Group NV ( EBR:JEN ), might not be a large cap stock, but it received a lot of attention from a substantial...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to €31.10, the stock trades at a trailing P/E ratio of 18.5x. Average forward P/E is 20x in the Machinery industry in Europe. Total loss to shareholders of 11% over the past three years.
分析記事 • Jan 06Jensen-Group (EBR:JEN) Could Be Struggling To Allocate CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Reported Earnings • Aug 12First half 2021 earnings released: EPS €0.90 (vs €0.20 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: €124.3m (down 4.5% from 1H 2020). Net income: €7.01m (up 355% from 1H 2020). Profit margin: 5.6% (up from 1.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Price Target Changed • Aug 12Price target increased to €33.00Up from €28.50, the current price target is provided by 1 analyst. New target price is 8.2% above last closing price of €30.50. Stock is up 37% over the past year.
分析記事 • Jun 07Jensen-Group (EBR:JEN) Might Be Having Difficulty Using Its Capital EffectivelyIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
分析記事 • May 21Here's Why Jensen-Group (EBR:JEN) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • May 20Upcoming dividend of €0.17 per shareEligible shareholders must have bought the stock before 26 May 2021. Payment date: 28 May 2021. Trailing yield: 0.9%. Lower than top quartile of Belgian dividend payers (4.4%). Lower than average of industry peers (1.8%).
Reported Earnings • Mar 29Full year 2020 earnings released: EPS €0.98 (vs €2.03 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €245.2m (down 26% from FY 2019). Net income: €7.66m (down 52% from FY 2019). Profit margin: 3.1% (down from 4.8% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 09When Should You Buy Jensen-Group NV (EBR:JEN)?Jensen-Group NV ( EBR:JEN ), might not be a large cap stock, but it saw a decent share price growth in the teens level...
Reported Earnings • Mar 07Full year 2020 earnings released: EPS €0.98 (vs €2.03 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €245.2m (down 26% from FY 2019). Net income: €7.70m (down 51% from FY 2019). Profit margin: 3.1% (down from 4.8% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 15New 90-day high: €26.00The company is up 10.0% from its price of €23.70 on 17 November 2020. The Belgian market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 11% over the same period.
分析記事 • Jan 18A Look At Jensen-Group's (EBR:JEN) Share Price ReturnsWhile not a mind-blowing move, it is good to see that the Jensen-Group NV ( EBR:JEN ) share price has gained 24% in the...
分析記事 • Dec 28The Returns At Jensen-Group (EBR:JEN) Provide Us With Signs Of What's To ComeIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 • Dec 14Are Institutions Heavily Invested In Jensen-Group NV's (EBR:JEN) Shares?Every investor in Jensen-Group NV ( EBR:JEN ) should be aware of the most powerful shareholder groups. Insiders often...
分析記事 • Nov 29Jensen-Group NV's (EBR:JEN) Stock Is Rallying But Financials Look Ambiguous: Will The Momentum Continue?Jensen-Group (EBR:JEN) has had a great run on the share market with its stock up by a significant 23% over the last...
Is New 90 Day High Low • Nov 16New 90-day high: €23.80The company is up 4.0% from its price of €22.80 on 18 August 2020. The Belgian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 18% share price gain to €22.70, the stock is trading at a trailing P/E ratio of 32.1x, up from the previous P/E ratio of 27.3x. This compares to an average P/E of 22x in the Machinery industry in Europe. Total return to shareholders over the past three years is a loss of 46%.
Is New 90 Day High Low • Oct 15New 90-day low: €19.45The company is down 8.0% from its price of €21.20 on 17 July 2020. The Belgian market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 6.0% over the same period.
お知らせ • Sep 25Jensen-Group NV (ENXTBR:JEN) acquired sykom from it's fpounder Uwe Eilers.Jensen-Group NV (ENXTBR:JEN) acquired sykom from it's fpounder Uwe Eilers on February 1, 2017. BDO legal germany acted as legal advisor to sykom in the transaction. Jensen-Group NV (ENXTBR:JEN) completed the acquisition of sykom from it's fpounder Uwe Eilers on February 1, 2017.
お知らせ • Sep 23+ 1 more updateAlliance Laundry Systems LLC has completed the acquisition of Commercial Laundry Division of Laundry System Group NV.Alliance Laundry Systems, LLC signed an agreement to acquire Commercial Laundry Division of Laundry Systems Group N.V. for a reported consideration of approximately €59 million on May 23, 2006. Under the reported terms of agreement, Alliance Laundry Systems, LLC will pay approximately €54 million in cash and will assume €5 million of liabilities. Completion of the transaction is subject to confirmatory due diligence and customary closing conditions. As reported, there is no certainty about the final price of the transaction. The Commercial Laundry Division realized revenue of €85.3 million in 2005 and an operating profit before group charges of €7.1 million. The transaction is expected to close in the third quarter of 2006. Margaret Davenport of Debevoise & Plimpton, LLP acted as the legal advisor to Alliance Laundry Systems LLC in the transaction. Alliance Laundry Systems LLC completed the acquisition of the Commercial Laundry Division of Laundry System Group NV on July 14, 2006.
Is New 90 Day High Low • Sep 23New 90-day low: €20.80The company is down 8.0% from its price of €22.50 on 25 June 2020. The Belgian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 7.0% over the same period.
分析記事 • Sep 21Our Take On The Returns On Capital At Jensen-Group (EBR:JEN)There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Sep 07Are Institutions Heavily Invested In Jensen-Group NV's (EBR:JEN) Shares?The big shareholder groups in Jensen-Group NV (EBR:JEN) have power over the company. Institutions often own shares in...
分析記事 • Aug 24Jensen-Group NV's (EBR:JEN) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already know that Jensen-Group's (EBR:JEN) stock increased by 5.6% over the past three months...
分析記事 • Aug 07Is It Too Late To Consider Buying Jensen-Group NV (EBR:JEN)?Jensen-Group NV (EBR:JEN), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 • Jul 23Is Jensen-Group NV (EBR:JEN) A Smart Choice For Dividend Investors?Is Jensen-Group NV (EBR:JEN) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
分析記事 • Jul 08Jensen-Group NV's (EBR:JEN) Prospects Need A Boost To Lift SharesWith a price-to-earnings (or "P/E") ratio of 10.8x Jensen-Group NV (EBR:JEN) may be sending bullish signals at the...
分析記事 • Jun 21Did Changing Sentiment Drive Jensen-Group's (EBR:JEN) Share Price Down By 46%?In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...