View Financial HealthAedifica/SA 配当と自社株買い配当金 基準チェック /46Aedifica/SA配当を支払う会社であり、現在の利回りは5.91%で、収益によって十分にカバーされています。主要情報5.9%配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り6.2%配当成長6.5%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58%最近の配当と自社株買いの更新Upcoming Dividend • May 08Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Trailing yield: 5.5%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (6.3%).Declared Dividend • Mar 27Dividend of €2.80 announcedShareholders will receive a dividend of €2.80. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 4.1%, which is lower than the industry average of 5.2%.お知らせ • Feb 13Aedifica Nv/Sa Proposes DividendThe Aedifica NV/SA proposed dividend of €4.00 per share (gross), to be distributed in May 2026, is confirmed.Upcoming Dividend • May 08Upcoming dividend of €2.73 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 20 May 2025. Trailing yield: 5.7%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (6.3%).Declared Dividend • Apr 10Dividend of €2.73 announcedShareholders will receive a dividend of €2.73. Ex-date: 15th May 2025 Payment date: 20th May 2025 Dividend yield will be 4.5%, which is lower than the industry average of 5.2%.Upcoming Dividend • May 10Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 22 May 2024. Trailing yield: 6.2%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (7.3%).すべての更新を表示Recent updatesReported Earnings • 2hFirst quarter 2026 earnings released: EPS: €7.68 (vs €1.32 in 1Q 2025)First quarter 2026 results: EPS: €7.68 (up from €1.32 in 1Q 2025). Revenue: €117.8m (up 23% from 1Q 2025). Net income: €432.3m (up €369.5m from 1Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.ライブニュース • May 19Aedifica Secures 80% of Cofinimmo Shares and Sets July Date for Full MergerAedifica has secured control of Cofinimmo, obtaining 80% of its shares through an exchange offer completed on 10 March 2026. The company plans a merger by absorption of Cofinimmo, with the legal merger expected to be effective on 1 July 2026. A new Board of Directors and a restructured Executive Committee have been appointed, taking effect from the date of the legal merger, and extraordinary general meetings for both companies are scheduled for June 2026 to approve the transaction. This planned merger points to a significant reshaping of Aedifica’s corporate structure and asset base, with integration decisions now shifting to the newly appointed board and executive team. Investors may want to watch the June 2026 extraordinary general meetings for any changes to the proposed merger terms, as well as details on post-merger governance and integration costs.Upcoming Dividend • May 08Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Trailing yield: 5.5%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (6.3%).Board Change • Apr 24High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Director Xavier de Walque was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 27Dividend of €2.80 announcedShareholders will receive a dividend of €2.80. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 4.1%, which is lower than the industry average of 5.2%.Reported Earnings • Mar 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €5.14 (up from €4.31 in FY 2024). Revenue: €368.9m (up 6.5% from FY 2024). Net income: €244.4m (up 19% from FY 2024). Profit margin: 66% (up from 59% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 76% This is considered a major 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (76% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (115% cash payout ratio).お知らせ • Mar 05Aedifica NV/SA, Annual General Meeting, May 12, 2026Aedifica NV/SA, Annual General Meeting, May 12, 2026.Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €5.14 (up from €4.31 in FY 2024). Revenue: €369.6m (up 6.6% from FY 2024). Net income: €244.4m (up 19% from FY 2024). Profit margin: 66% (up from 59% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Feb 13Aedifica Nv/Sa Proposes DividendThe Aedifica NV/SA proposed dividend of €4.00 per share (gross), to be distributed in May 2026, is confirmed.お知らせ • Oct 30+ 3 more updatesAedifica NV/SA Revises Earnings Guidance for the Year 2025Aedifica NV/SA revised earnings guidance for the year 2025. For the year, the company expected EPRA Earnings for 2025 are increased to approx. €5.10/share (previously €5.01/share), excluding the transaction costs related to the exchange offer.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: €1.70 (vs €0.61 in 3Q 2024)Third quarter 2025 results: EPS: €1.70 (up from €0.61 in 3Q 2024). Revenue: €93.8m (up 6.2% from 3Q 2024). Net income: €81.0m (up 181% from 3Q 2024). Profit margin: 86% (up from 33% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Global Health Care REITs industry. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Oct 14Aedifica NV/SA to Report Fiscal Year 2025 Results on Feb 13, 2026Aedifica NV/SA announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 13, 2026Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €1.06 (vs €1.40 in 2Q 2024)Second quarter 2025 results: EPS: €1.06 (down from €1.40 in 2Q 2024). Revenue: €90.2m (up 3.9% from 2Q 2024). Net income: €50.3m (down 24% from 2Q 2024). Profit margin: 56% (down from 77% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Health Care REITs industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Kari Pitkin was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 08Upcoming dividend of €2.73 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 20 May 2025. Trailing yield: 5.7%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (6.3%).Buy Or Sell Opportunity • May 02Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €68.60. The fair value is estimated to be €87.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 60%. Revenue is forecast to grow by 4.3% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €1.32 (vs €1.59 in 1Q 2024)First quarter 2025 results: EPS: €1.32 (down from €1.59 in 1Q 2024). Revenue: €95.8m (up 14% from 1Q 2024). Net income: €62.8m (down 17% from 1Q 2024). Profit margin: 66% (down from 90% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, while revenues in the Health Care REITs industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Declared Dividend • Apr 10Dividend of €2.73 announcedShareholders will receive a dividend of €2.73. Ex-date: 15th May 2025 Payment date: 20th May 2025 Dividend yield will be 4.5%, which is lower than the industry average of 5.2%.Reported Earnings • Mar 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.31 (up from €0.56 in FY 2023). Revenue: €346.5m (up 7.9% from FY 2023). Net income: €204.8m (up €180.3m from FY 2023). Profit margin: 59% (up from 7.6% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Feb 27Aedifica NV/SA to Report Nine Months, 2025 Results on Oct 28, 2025Aedifica NV/SA announced that they will report nine months, 2025 results on Oct 28, 2025Reported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.31 (up from €0.56 in FY 2023). Revenue: €347.1m (up 8.1% from FY 2023). Net income: €204.8m (up €180.3m from FY 2023). Profit margin: 59% (up from 7.6% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% 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.お知らせ • Feb 21+ 1 more updateAedifica NV/SA Provides Earnings Guidance for the Year 2025Aedifica NV/SA provided earnings guidance for the year 2025. For the year, the company expected EPRA Earnings for 2025 are estimated at €238 million, or €5.01 per share.お知らせ • Nov 22Aedifica NV/SA to Report Q1, 2025 Results on Apr 29, 2025Aedifica NV/SA announced that they will report Q1, 2025 results at 5:40 PM, Central European Standard Time on Apr 29, 2025Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: €0.61 (vs €0.69 in 3Q 2023)Third quarter 2024 results: EPS: €0.61 (down from €0.69 in 3Q 2023). Revenue: €87.8m (up 7.9% from 3Q 2023). Net income: €28.8m (down 12% from 3Q 2023). Profit margin: 33% (down from 40% in 3Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Oct 30Aedifica NV/SA Increases Earnings Guidance for the Year 2024Aedifica NV/SA increased earnings guidance for the year 2024. For the year, the company Estimated EPRA Earnings per share for the full 2024 financial year are increased to at least €4.90/share (previously €4.85/share).お知らせ • Oct 23Aedifica NV/SA to Report Fiscal Year 2024 Results on Feb 19, 2025Aedifica NV/SA announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 19, 2025Buy Or Sell Opportunity • Sep 17Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €63.45. The fair value is estimated to be €79.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 162% in the next 2 years.お知らせ • Sep 10Aedifica NV/SA (ENXTBR:AED) acquired Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited.Aedifica NV/SA (ENXTBR:AED) acquired Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited on September 6, 2024. In a separate transaction, Aedifica NV/SA signed an agreement to acquire Somer Valley House in Midsomer Norton from Oyster Care Homes Limited. The transactions had a combined deal value of £61.5 million. Aedifica NV/SA (ENXTBR:AED) completed the acquisition of Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited on September 6, 2024.Buy Or Sell Opportunity • Aug 20Now 20% undervaluedOver the last 90 days, the stock has risen 2.2% to €61.10. The fair value is estimated to be €76.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 162% in the next 2 years.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 101%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €2.36 to €4.75. Revenue forecast steady at €333.3m. Net income forecast to grow 126% next year vs 22% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €66.41 unchanged from last update. Share price rose 2.3% to €60.15 over the past week.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €1.40 (vs €1.02 in 2Q 2023)Second quarter 2024 results: EPS: €1.40 (up from €1.02 in 2Q 2023). Revenue: €86.4m (up 8.3% from 2Q 2023). Net income: €66.5m (up 64% from 2Q 2023). Profit margin: 77% (up from 51% in 2Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.お知らせ • Jul 31Aedifica NV/SA Provides Earnings Guidance for the Year 2024Aedifica NV/SA provided earnings guidance for the year 2024. For the year, the company EPRA Earnings for 2024 are estimated at €231 million (previously €223 million). EPRA Earnings per share are estimated €4.85/share (previously €4.70/share).Buy Or Sell Opportunity • Jul 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.4% to €59.30. The fair value is estimated to be €74.36, 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 declined by 33%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.Buy Or Sell Opportunity • Jun 07Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to €58.00. The fair value is estimated to be €74.01, 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 declined by 33%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.Buy Or Sell Opportunity • May 16Now 22% undervaluedOver the last 90 days, the stock has risen 11% to €62.00. The fair value is estimated to be €79.08, 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 declined by 33%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.Major Estimate Revision • May 12Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €3.83 to €2.30 per share. Revenue forecast steady at €335.3m. Net income forecast to grow 53% next year vs 25% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €66.13 unchanged from last update. Share price was steady at €62.85 over the past week.Upcoming Dividend • May 10Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 22 May 2024. Trailing yield: 6.2%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (7.3%).お知らせ • May 03+ 2 more updatesAedifica NV/SA, Annual General Meeting, May 13, 2025Aedifica NV/SA, Annual General Meeting, May 13, 2025.Reported Earnings • May 03First quarter 2024 earnings released: EPS: €1.59 (vs €0.40 in 1Q 2023)First quarter 2024 results: EPS: €1.59 (up from €0.40 in 1Q 2023). Revenue: €84.2m (up 7.2% from 1Q 2023). Net income: €75.6m (up 369% from 1Q 2023). Profit margin: 90% (up from 21% in 1Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% 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.Reported Earnings • Apr 05Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €0.56 (down from €8.71 in FY 2022). Revenue: €321.1m (up 15% from FY 2022). Net income: €24.5m (down 93% from FY 2022). Profit margin: 7.6% (down from 119% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 62%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.Major Estimate Revision • Feb 28Consensus EPS estimates increase by 64%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €2.34 to €3.83. Revenue forecast steady at €336.0m. Net income forecast to grow 468% next year vs 35% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €67.18 unchanged from last update. Share price was steady at €54.80 over the past week.Declared Dividend • Feb 23Final dividend of €1.60 announcedShareholders will receive a dividend of €1.60. Ex-date: 16th May 2024 Payment date: 22nd May 2024 Dividend yield will be 5.8%, which is higher than the industry average of 5.2%.Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €0.56 (down from €8.71 in FY 2022). Revenue: €321.4m (up 15% from FY 2022). Net income: €24.5m (down 93% from FY 2022). Profit margin: 7.6% (down from 119% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 62%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.Buy Or Sell Opportunity • Feb 01Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €58.15. The fair value is estimated to be €74.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.Major Estimate Revision • Jan 19Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €2.47 to €1.60 per share. Revenue forecast steady at €313.4m. Net income forecast to grow 296% next year vs 42% growth forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €68.73. Share price fell 6.2% to €58.75 over the past week.Major Estimate Revision • Jan 11Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €2.12 to €2.47. Revenue forecast steady at €313.7m. Net income forecast to grow 333% next year vs 43% growth forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €68.95. Share price fell 2.2% to €61.50 over the past week.お知らせ • Nov 01+ 1 more updateAedifica NV/SA to Report Nine Months, 2024 Results on Oct 30, 2024Aedifica NV/SA announced that they will report nine months, 2024 results on Oct 30, 2024Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: €0.69 (vs €3.49 in 3Q 2022)Third quarter 2023 results: EPS: €0.69 (down from €3.49 in 3Q 2022). Revenue: €81.4m (up 15% from 3Q 2022). Net income: €32.8m (down 76% from 3Q 2022). Profit margin: 40% (down from 196% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Price Target Changed • Oct 13Price target decreased by 9.2% to €69.25Down from €76.25, the current price target is an average from 10 analysts. New target price is 39% above last closing price of €49.86. Stock is down 33% over the past year. The company is forecast to post earnings per share of €2.63 for next year compared to €8.71 last year.Major Estimate Revision • Oct 05Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €4.05 to €3.03 per share. Revenue forecast steady at €313.5m. Net income forecast to grow 40% next year vs 28% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €76.25 unchanged from last update. Share price fell 2.5% to €51.30 over the past week.お知らせ • Sep 26+ 3 more updatesAedifica NV/SA to Report Fiscal Year 2023 Results on Feb 21, 2024Aedifica NV/SA announced that they will report fiscal year 2023 results on Feb 21, 2024お知らせ • Aug 04Aedifica NV/SA Revises Earnings Guidance for the Year 2023Aedifica NV/SA revised earnings guidance for the year 2023. Estimated EPRA Earnings for the 2023 financial year slightly increased to €212 million (previously €209 million) and EPRA Earnings per share are estimated at €4.85/share (previously €4.78/share).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.02 (vs €3.35 in 2Q 2022)Second quarter 2023 results: EPS: €1.02 (down from €3.35 in 2Q 2022). Revenue: €79.8m (up 16% from 2Q 2022). Net income: €40.6m (down 67% from 2Q 2022). Profit margin: 51% (down from 177% in 2Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Major Estimate Revision • Jul 10Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €4.62 to €3.89 per share. Revenue forecast steady at €312.4m. Net income forecast to shrink 45% next year vs 34% growth forecast for Health Care REITs industry in Belgium . Consensus price target down from €96.50 to €85.39. Share price was steady at €61.10 over the past week.Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €75.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.Price Target Changed • Jul 05Price target decreased by 8.5% to €85.39Down from €93.36, the current price target is an average from 9 analysts. New target price is 36% above last closing price of €62.90. Stock is down 32% over the past year. The company is forecast to post earnings per share of €4.58 for next year compared to €8.71 last year.Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €56.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Health Care REITs industry globally. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €73.59 per share.Buying Opportunity • Jun 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €73.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.お知らせ • Jun 02An unknown buyer entered into an agreement to acquire portfolio of 10 buildings in Finland from Aedifica NV/SA (ENXTBR:AED) for €25.6 million.An unknown buyer entered into an agreement to acquire portfolio of 10 buildings in Finland from Aedifica NV/SA (ENXTBR:AED) for €25.6 million on June 1, 2023.The transaction is expected to be completed by the end of June 2023.Major Estimate Revision • Jun 01Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.08 to €4.61. Revenue forecast steady at €313.6m. Net income forecast to shrink 49% next year vs 31% growth forecast for Health Care REITs industry in Belgium . Consensus price target broadly unchanged at €93.56. Share price fell 3.0% to €63.45 over the past week.Major Estimate Revision • May 17Consensus EPS estimates fall by 63%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.52 to €1.29 per share. Revenue forecast steady at €312.1m. Net income forecast to shrink 75% next year vs 10% decline forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €94.81. Share price fell 4.7% to €69.25 over the past week.Reported Earnings • May 10First quarter 2023 earnings released: EPS: €0.40 (vs €3.23 in 1Q 2022)First quarter 2023 results: EPS: €0.40 (down from €3.23 in 1Q 2022). Revenue: €78.6m (up 17% from 1Q 2022). Net income: €16.1m (down 86% from 1Q 2022). Profit margin: 21% (down from 174% in 1Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • May 05Upcoming dividend of €1.60 per share at 4.9% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. Trailing yield: 4.9%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (6.3%).Reported Earnings • Apr 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €8.71 (up from €8.10 in FY 2021). Revenue: €279.2m (up 15% from FY 2021). Net income: €331.8m (up 18% from FY 2021). Net asset value (NAV) per share: €82.37 (up 12% from FY 2021). The current share price is 10% lower than NAV per share. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Health Care REITs 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 fallen by 10% per year, which means it is significantly lagging earnings.Major Estimate Revision • Mar 24Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.81 to €4.87. Revenue forecast steady at €311.3m. Consensus price target broadly unchanged at €96.06. Share price fell 4.3% to €72.05 over the past week.Reported Earnings • Feb 17Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Net income: €331.8m (up 18% from FY 2021). Revenue missed analyst estimates by 1.2%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the REITs industry in Belgium.お知らせ • Feb 16+ 1 more updateAedifica SA Proposes Earnings Guidance for the Year 2023Aedifica SA proposed earnings guidance for the year 2023. EPRA Earnings for 2023 are estimated at €200 million, or €5.03/share.Price Target Changed • Jan 25Price target decreased by 11% to €105Down from €118, the current price target is an average from 8 analysts. New target price is 27% above last closing price of €83.00. Stock is down 21% over the past year. The company is forecast to post earnings per share of €9.77 for next year compared to €8.10 last year.Major Estimate Revision • Jan 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €12.29 to €11.00 per share. Revenue forecast steady at €277.2m. Net income forecast to shrink 30% next year vs 41% decline forecast for REITs industry in Belgium. Consensus price target down from €118 to €110. Share price rose 2.8% to €83.45 over the past week.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. COO & Executive Director Raoul Thomassen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €3.48 (vs €1.61 in 3Q 2021)Third quarter 2022 results: EPS: €3.48 (up from €1.61 in 3Q 2021). Revenue: €64.4m (up 7.6% from 3Q 2021). Net income: €138.9m (up 139% from 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the REITs industry in Belgium. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 09+ 2 more updatesAedifica SA to Report Q1, 2023 Results on May 10, 2023Aedifica SA announced that they will report Q1, 2023 results on May 10, 2023お知らせ • Oct 07Aedifica SA (ENXTBR:AED) acquired St Mary’s Riverside.Aedifica SA (ENXTBR:AED) acquired St Mary’s Riverside on October 5, 2022. Aedifica SA is also investing in the development of care home named St Mary’s Lincoln and the total consideration value is £27 million.Aedifica SA (ENXTBR:AED) completed the acquisition of St Mary’s Riverside on October 5, 2022.お知らせ • Oct 01+ 1 more updateAedifica SA to Report Fiscal Year 2022 Final Results on Mar 30, 2023Aedifica SA announced that they will report fiscal year 2022 final results on Mar 30, 2023お知らせ • Sep 27Aedifica SA (ENXTBR:AED) acquired Marston Moretaine Gee View.Aedifica SA (ENXTBR:AED) acquired Marston Moretaine Gee View on September 23, 2022. Aedifica SA is also investing in the development of two other care homes named Whitby Castle Road and Holt Health Farm, and the total consideration value is £45.5 million. Aedifica acquired ownership of the Marston Moretaine Gee View care home by taking control of 100% of the shares in a real estate company. Marston Moretaine Gee View is developed by the LNT Group and operated by Ideal Care Homes. Aedifica SA (ENXTBR:AED) completed the acquisition of Marston Moretaine Gee View on September 23, 2022.お知らせ • Aug 20Aedifica SA (ENXTBR:AED) acquired Four nursing homes in Dublin from bartra Healthcare for €161 million.Aedifica SA (ENXTBR:AED) acquired Four nursing homes in Dublin from bartra Healthcare for €161 million on August 19, 2022. Aedifica SA (ENXTBR:AED) completed the acquisition of Four nursing homes in Dublin from bartra Healthcare for €161 million on August 19, 2022.Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €9.56 to €11.57. Revenue forecast steady at €278.5m. Net income forecast to shrink 2.4% next year vs 18% decline forecast for REITs industry in Belgium. Consensus price target of €127 unchanged from last update. Share price rose 5.4% to €104 over the past week.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €3.34 (vs €2.03 in 2Q 2021)Second quarter 2022 results: EPS: €3.34 (up from €2.03 in 2Q 2021). Revenue: €67.3m (up 17% from 2Q 2021). Net income: €121.9m (up 79% from 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 1.6% growth forecast for the industry in Belgium. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 05Aedifica SA Reconfirms Dividend Guidance for the Financial Year 2022Aedifica SA reconfirmed the proposed gross dividend of €3.70 per share for the financial year 2022.お知らせ • Jul 21Aedifica SA (ENXTBR:AED) announced an agreement to acquire A Care Home In Isle Of Man for approx. £10 million.Aedifica SA (ENXTBR:AED) announced an agreement to acquire A Care Home In Isle Of Man for approx. £10 million on July 20, 2022. Upon completion of theconstruction works in 2024, Aedifica will pay the purchase price and acquire ownership of the site bytaking control of 100% of the shares in a real estate company. The contractual value will amount to approx. £10 million.お知らせ • Jul 08Aedifica SA (ENXTBR:AED) acquired Two Senior Housing Properties in Belgium for €50.2 million.Aedifica SA (ENXTBR:AED) acquired Two Senior Housing Properties in Belgium for €50.2 million on July 6, 2022. Aedifica SA (ENXTBR:AED) completed the acquisition of Two Senior Housing Properties in Belgium on July 6, 2022.お知らせ • Jun 22Aedifica SA (ENXTBR:AED) acquired Creggan Bahn Court in Ayr for £8.5 millionAedifica SA (ENXTBR:AED) acquired Creggan Bahn Court in Ayr for £8.5 million on June 20, 2022. The care home is to be operated from acquisition by the Maria Mallaband Care Group, an established private UK care operator Aedifica SA (ENXTBR:AED) completed the acquisition of Creggan Bahn Court in Ayr on June 20, 2022.Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. COO & Executive Director Raoul Thomassen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Henrike Waldburg was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.決済の安定と成長配当データの取得安定した配当: AEDの1株当たり配当金は過去10年間安定しています。増加する配当: AED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Aedifica/SA 配当利回り対市場AED 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 (AED)5.9%市場下位25% (BE)2.4%市場トップ25% (BE)6.5%業界平均 (Health Care REITs)6.4%アナリスト予想 (AED) (最長3年)6.2%注目すべき配当: AEDの配当金 ( 5.91% ) はBelgian市場の配当金支払者の下位 25% ( 2.35% ) よりも高くなっています。高配当: AEDの配当金 ( 5.91% ) はBelgian市場の配当金支払者の上位 25% ( 6.53% ) 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: AEDの配当金は、合理的な 配当性向 ( 58.4% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: AEDは高い 現金配当性向 ( 110.4% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。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2026/05/21 20:48終値2026/05/21 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Aedifica NV/SA 8 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。21 アナリスト機関Celine HuynhBarclaysCeline HuynhBarclaysKai KloseBerenberg18 その他のアナリストを表示
Upcoming Dividend • May 08Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Trailing yield: 5.5%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (6.3%).
Declared Dividend • Mar 27Dividend of €2.80 announcedShareholders will receive a dividend of €2.80. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 4.1%, which is lower than the industry average of 5.2%.
お知らせ • Feb 13Aedifica Nv/Sa Proposes DividendThe Aedifica NV/SA proposed dividend of €4.00 per share (gross), to be distributed in May 2026, is confirmed.
Upcoming Dividend • May 08Upcoming dividend of €2.73 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 20 May 2025. Trailing yield: 5.7%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (6.3%).
Declared Dividend • Apr 10Dividend of €2.73 announcedShareholders will receive a dividend of €2.73. Ex-date: 15th May 2025 Payment date: 20th May 2025 Dividend yield will be 4.5%, which is lower than the industry average of 5.2%.
Upcoming Dividend • May 10Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 22 May 2024. Trailing yield: 6.2%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (7.3%).
Reported Earnings • 2hFirst quarter 2026 earnings released: EPS: €7.68 (vs €1.32 in 1Q 2025)First quarter 2026 results: EPS: €7.68 (up from €1.32 in 1Q 2025). Revenue: €117.8m (up 23% from 1Q 2025). Net income: €432.3m (up €369.5m from 1Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
ライブニュース • May 19Aedifica Secures 80% of Cofinimmo Shares and Sets July Date for Full MergerAedifica has secured control of Cofinimmo, obtaining 80% of its shares through an exchange offer completed on 10 March 2026. The company plans a merger by absorption of Cofinimmo, with the legal merger expected to be effective on 1 July 2026. A new Board of Directors and a restructured Executive Committee have been appointed, taking effect from the date of the legal merger, and extraordinary general meetings for both companies are scheduled for June 2026 to approve the transaction. This planned merger points to a significant reshaping of Aedifica’s corporate structure and asset base, with integration decisions now shifting to the newly appointed board and executive team. Investors may want to watch the June 2026 extraordinary general meetings for any changes to the proposed merger terms, as well as details on post-merger governance and integration costs.
Upcoming Dividend • May 08Upcoming dividend of €2.80 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Trailing yield: 5.5%. Lower than top quartile of Belgian dividend payers (6.3%). Lower than average of industry peers (6.3%).
Board Change • Apr 24High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Independent Director Xavier de Walque was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 27Dividend of €2.80 announcedShareholders will receive a dividend of €2.80. Ex-date: 14th May 2026 Payment date: 19th May 2026 Dividend yield will be 4.1%, which is lower than the industry average of 5.2%.
Reported Earnings • Mar 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €5.14 (up from €4.31 in FY 2024). Revenue: €368.9m (up 6.5% from FY 2024). Net income: €244.4m (up 19% from FY 2024). Profit margin: 66% (up from 59% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year.
New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 76% This is considered a major 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 Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (76% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (115% cash payout ratio).
お知らせ • Mar 05Aedifica NV/SA, Annual General Meeting, May 12, 2026Aedifica NV/SA, Annual General Meeting, May 12, 2026.
Reported Earnings • Feb 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €5.14 (up from €4.31 in FY 2024). Revenue: €369.6m (up 6.6% from FY 2024). Net income: €244.4m (up 19% from FY 2024). Profit margin: 66% (up from 59% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.6%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Feb 13Aedifica Nv/Sa Proposes DividendThe Aedifica NV/SA proposed dividend of €4.00 per share (gross), to be distributed in May 2026, is confirmed.
お知らせ • Oct 30+ 3 more updatesAedifica NV/SA Revises Earnings Guidance for the Year 2025Aedifica NV/SA revised earnings guidance for the year 2025. For the year, the company expected EPRA Earnings for 2025 are increased to approx. €5.10/share (previously €5.01/share), excluding the transaction costs related to the exchange offer.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: €1.70 (vs €0.61 in 3Q 2024)Third quarter 2025 results: EPS: €1.70 (up from €0.61 in 3Q 2024). Revenue: €93.8m (up 6.2% from 3Q 2024). Net income: €81.0m (up 181% from 3Q 2024). Profit margin: 86% (up from 33% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Global Health Care REITs industry. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 14Aedifica NV/SA to Report Fiscal Year 2025 Results on Feb 13, 2026Aedifica NV/SA announced that they will report fiscal year 2025 results at 7:30 AM, Central European Standard Time on Feb 13, 2026
Reported Earnings • Jul 31Second quarter 2025 earnings released: EPS: €1.06 (vs €1.40 in 2Q 2024)Second quarter 2025 results: EPS: €1.06 (down from €1.40 in 2Q 2024). Revenue: €90.2m (up 3.9% from 2Q 2024). Net income: €50.3m (down 24% from 2Q 2024). Profit margin: 56% (down from 77% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, while revenues in the Health Care REITs industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Kari Pitkin was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 08Upcoming dividend of €2.73 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 20 May 2025. Trailing yield: 5.7%. Lower than top quartile of Belgian dividend payers (6.8%). In line with average of industry peers (6.3%).
Buy Or Sell Opportunity • May 02Now 22% undervaluedOver the last 90 days, the stock has risen 18% to €68.60. The fair value is estimated to be €87.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 60%. Revenue is forecast to grow by 4.3% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €1.32 (vs €1.59 in 1Q 2024)First quarter 2025 results: EPS: €1.32 (down from €1.59 in 1Q 2024). Revenue: €95.8m (up 14% from 1Q 2024). Net income: €62.8m (down 17% from 1Q 2024). Profit margin: 66% (down from 90% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, while revenues in the Health Care REITs industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Declared Dividend • Apr 10Dividend of €2.73 announcedShareholders will receive a dividend of €2.73. Ex-date: 15th May 2025 Payment date: 20th May 2025 Dividend yield will be 4.5%, which is lower than the industry average of 5.2%.
Reported Earnings • Mar 28Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.31 (up from €0.56 in FY 2023). Revenue: €346.5m (up 7.9% from FY 2023). Net income: €204.8m (up €180.3m from FY 2023). Profit margin: 59% (up from 7.6% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 27Aedifica NV/SA to Report Nine Months, 2025 Results on Oct 28, 2025Aedifica NV/SA announced that they will report nine months, 2025 results on Oct 28, 2025
Reported Earnings • Feb 21Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €4.31 (up from €0.56 in FY 2023). Revenue: €347.1m (up 8.1% from FY 2023). Net income: €204.8m (up €180.3m from FY 2023). Profit margin: 59% (up from 7.6% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% 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.
お知らせ • Feb 21+ 1 more updateAedifica NV/SA Provides Earnings Guidance for the Year 2025Aedifica NV/SA provided earnings guidance for the year 2025. For the year, the company expected EPRA Earnings for 2025 are estimated at €238 million, or €5.01 per share.
お知らせ • Nov 22Aedifica NV/SA to Report Q1, 2025 Results on Apr 29, 2025Aedifica NV/SA announced that they will report Q1, 2025 results at 5:40 PM, Central European Standard Time on Apr 29, 2025
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: €0.61 (vs €0.69 in 3Q 2023)Third quarter 2024 results: EPS: €0.61 (down from €0.69 in 3Q 2023). Revenue: €87.8m (up 7.9% from 3Q 2023). Net income: €28.8m (down 12% from 3Q 2023). Profit margin: 33% (down from 40% in 3Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 30Aedifica NV/SA Increases Earnings Guidance for the Year 2024Aedifica NV/SA increased earnings guidance for the year 2024. For the year, the company Estimated EPRA Earnings per share for the full 2024 financial year are increased to at least €4.90/share (previously €4.85/share).
お知らせ • Oct 23Aedifica NV/SA to Report Fiscal Year 2024 Results on Feb 19, 2025Aedifica NV/SA announced that they will report fiscal year 2024 results at 7:30 AM, Central European Standard Time on Feb 19, 2025
Buy Or Sell Opportunity • Sep 17Now 20% undervaluedOver the last 90 days, the stock has risen 13% to €63.45. The fair value is estimated to be €79.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 7.5% in 2 years. Earnings are forecast to grow by 162% in the next 2 years.
お知らせ • Sep 10Aedifica NV/SA (ENXTBR:AED) acquired Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited.Aedifica NV/SA (ENXTBR:AED) acquired Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited on September 6, 2024. In a separate transaction, Aedifica NV/SA signed an agreement to acquire Somer Valley House in Midsomer Norton from Oyster Care Homes Limited. The transactions had a combined deal value of £61.5 million. Aedifica NV/SA (ENXTBR:AED) completed the acquisition of Furze Field Manor, Copperfield Court & Rownhams Manor Trading Care Homes in UK of Oyster Care Homes Limited on September 6, 2024.
Buy Or Sell Opportunity • Aug 20Now 20% undervaluedOver the last 90 days, the stock has risen 2.2% to €61.10. The fair value is estimated to be €76.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 46%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 162% in the next 2 years.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 101%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €2.36 to €4.75. Revenue forecast steady at €333.3m. Net income forecast to grow 126% next year vs 22% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €66.41 unchanged from last update. Share price rose 2.3% to €60.15 over the past week.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €1.40 (vs €1.02 in 2Q 2023)Second quarter 2024 results: EPS: €1.40 (up from €1.02 in 2Q 2023). Revenue: €86.4m (up 8.3% from 2Q 2023). Net income: €66.5m (up 64% from 2Q 2023). Profit margin: 77% (up from 51% in 2Q 2023). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 22% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 31Aedifica NV/SA Provides Earnings Guidance for the Year 2024Aedifica NV/SA provided earnings guidance for the year 2024. For the year, the company EPRA Earnings for 2024 are estimated at €231 million (previously €223 million). EPRA Earnings per share are estimated €4.85/share (previously €4.70/share).
Buy Or Sell Opportunity • Jul 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.4% to €59.30. The fair value is estimated to be €74.36, 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 declined by 33%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.
Buy Or Sell Opportunity • Jun 07Now 22% undervaluedOver the last 90 days, the stock has risen 9.3% to €58.00. The fair value is estimated to be €74.01, 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 declined by 33%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.
Buy Or Sell Opportunity • May 16Now 22% undervaluedOver the last 90 days, the stock has risen 11% to €62.00. The fair value is estimated to be €79.08, 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 declined by 33%. Revenue is forecast to grow by 9.1% in 2 years. Earnings are forecast to grow by 234% in the next 2 years.
Major Estimate Revision • May 12Consensus EPS estimates fall by 40%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €3.83 to €2.30 per share. Revenue forecast steady at €335.3m. Net income forecast to grow 53% next year vs 25% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €66.13 unchanged from last update. Share price was steady at €62.85 over the past week.
Upcoming Dividend • May 10Upcoming dividend of €1.60 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 22 May 2024. Trailing yield: 6.2%. Lower than top quartile of Belgian dividend payers (6.9%). Lower than average of industry peers (7.3%).
お知らせ • May 03+ 2 more updatesAedifica NV/SA, Annual General Meeting, May 13, 2025Aedifica NV/SA, Annual General Meeting, May 13, 2025.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: €1.59 (vs €0.40 in 1Q 2023)First quarter 2024 results: EPS: €1.59 (up from €0.40 in 1Q 2023). Revenue: €84.2m (up 7.2% from 1Q 2023). Net income: €75.6m (up 369% from 1Q 2023). Profit margin: 90% (up from 21% in 1Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 33% 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.
Reported Earnings • Apr 05Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €0.56 (down from €8.71 in FY 2022). Revenue: €321.1m (up 15% from FY 2022). Net income: €24.5m (down 93% from FY 2022). Profit margin: 7.6% (down from 119% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 62%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.
Major Estimate Revision • Feb 28Consensus EPS estimates increase by 64%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €2.34 to €3.83. Revenue forecast steady at €336.0m. Net income forecast to grow 468% next year vs 35% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €67.18 unchanged from last update. Share price was steady at €54.80 over the past week.
Declared Dividend • Feb 23Final dividend of €1.60 announcedShareholders will receive a dividend of €1.60. Ex-date: 16th May 2024 Payment date: 22nd May 2024 Dividend yield will be 5.8%, which is higher than the industry average of 5.2%.
Reported Earnings • Feb 22Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: €0.56 (down from €8.71 in FY 2022). Revenue: €321.4m (up 15% from FY 2022). Net income: €24.5m (down 93% from FY 2022). Profit margin: 7.6% (down from 119% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 62%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 19% per year.
Buy Or Sell Opportunity • Feb 01Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €58.15. The fair value is estimated to be €74.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has declined by 5.3%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 41% per annum over the same time period.
Major Estimate Revision • Jan 19Consensus EPS estimates fall by 35%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €2.47 to €1.60 per share. Revenue forecast steady at €313.4m. Net income forecast to grow 296% next year vs 42% growth forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €68.73. Share price fell 6.2% to €58.75 over the past week.
Major Estimate Revision • Jan 11Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €2.12 to €2.47. Revenue forecast steady at €313.7m. Net income forecast to grow 333% next year vs 43% growth forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €68.95. Share price fell 2.2% to €61.50 over the past week.
お知らせ • Nov 01+ 1 more updateAedifica NV/SA to Report Nine Months, 2024 Results on Oct 30, 2024Aedifica NV/SA announced that they will report nine months, 2024 results on Oct 30, 2024
Reported Earnings • Nov 01Third quarter 2023 earnings released: EPS: €0.69 (vs €3.49 in 3Q 2022)Third quarter 2023 results: EPS: €0.69 (down from €3.49 in 3Q 2022). Revenue: €81.4m (up 15% from 3Q 2022). Net income: €32.8m (down 76% from 3Q 2022). Profit margin: 40% (down from 196% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Price Target Changed • Oct 13Price target decreased by 9.2% to €69.25Down from €76.25, the current price target is an average from 10 analysts. New target price is 39% above last closing price of €49.86. Stock is down 33% over the past year. The company is forecast to post earnings per share of €2.63 for next year compared to €8.71 last year.
Major Estimate Revision • Oct 05Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €4.05 to €3.03 per share. Revenue forecast steady at €313.5m. Net income forecast to grow 40% next year vs 28% growth forecast for Health Care REITs industry in Belgium. Consensus price target of €76.25 unchanged from last update. Share price fell 2.5% to €51.30 over the past week.
お知らせ • Sep 26+ 3 more updatesAedifica NV/SA to Report Fiscal Year 2023 Results on Feb 21, 2024Aedifica NV/SA announced that they will report fiscal year 2023 results on Feb 21, 2024
お知らせ • Aug 04Aedifica NV/SA Revises Earnings Guidance for the Year 2023Aedifica NV/SA revised earnings guidance for the year 2023. Estimated EPRA Earnings for the 2023 financial year slightly increased to €212 million (previously €209 million) and EPRA Earnings per share are estimated at €4.85/share (previously €4.78/share).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: €1.02 (vs €3.35 in 2Q 2022)Second quarter 2023 results: EPS: €1.02 (down from €3.35 in 2Q 2022). Revenue: €79.8m (up 16% from 2Q 2022). Net income: €40.6m (down 67% from 2Q 2022). Profit margin: 51% (down from 177% in 2Q 2022). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 10Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €4.62 to €3.89 per share. Revenue forecast steady at €312.4m. Net income forecast to shrink 45% next year vs 34% growth forecast for Health Care REITs industry in Belgium . Consensus price target down from €96.50 to €85.39. Share price was steady at €61.10 over the past week.
Buying Opportunity • Jul 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €75.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.2% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
Price Target Changed • Jul 05Price target decreased by 8.5% to €85.39Down from €93.36, the current price target is an average from 9 analysts. New target price is 36% above last closing price of €62.90. Stock is down 32% over the past year. The company is forecast to post earnings per share of €4.58 for next year compared to €8.71 last year.
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €56.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Health Care REITs industry globally. Total loss to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €73.59 per share.
Buying Opportunity • Jun 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be €73.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings is also forecast to grow by 22% per annum over the same time period.
お知らせ • Jun 02An unknown buyer entered into an agreement to acquire portfolio of 10 buildings in Finland from Aedifica NV/SA (ENXTBR:AED) for €25.6 million.An unknown buyer entered into an agreement to acquire portfolio of 10 buildings in Finland from Aedifica NV/SA (ENXTBR:AED) for €25.6 million on June 1, 2023.The transaction is expected to be completed by the end of June 2023.
Major Estimate Revision • Jun 01Consensus EPS estimates increase by 50%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.08 to €4.61. Revenue forecast steady at €313.6m. Net income forecast to shrink 49% next year vs 31% growth forecast for Health Care REITs industry in Belgium . Consensus price target broadly unchanged at €93.56. Share price fell 3.0% to €63.45 over the past week.
Major Estimate Revision • May 17Consensus EPS estimates fall by 63%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from €3.52 to €1.29 per share. Revenue forecast steady at €312.1m. Net income forecast to shrink 75% next year vs 10% decline forecast for Health Care REITs industry in Belgium. Consensus price target broadly unchanged at €94.81. Share price fell 4.7% to €69.25 over the past week.
Reported Earnings • May 10First quarter 2023 earnings released: EPS: €0.40 (vs €3.23 in 1Q 2022)First quarter 2023 results: EPS: €0.40 (down from €3.23 in 1Q 2022). Revenue: €78.6m (up 17% from 1Q 2022). Net income: €16.1m (down 86% from 1Q 2022). Profit margin: 21% (down from 174% in 1Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • May 05Upcoming dividend of €1.60 per share at 4.9% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 16 May 2023. Trailing yield: 4.9%. Lower than top quartile of Belgian dividend payers (6.5%). Lower than average of industry peers (6.3%).
Reported Earnings • Apr 10Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €8.71 (up from €8.10 in FY 2021). Revenue: €279.2m (up 15% from FY 2021). Net income: €331.8m (up 18% from FY 2021). Net asset value (NAV) per share: €82.37 (up 12% from FY 2021). The current share price is 10% lower than NAV per share. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) also missed analyst estimates by 4.5%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Health Care REITs 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 fallen by 10% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Mar 24Consensus EPS estimates increase by 28%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from €3.81 to €4.87. Revenue forecast steady at €311.3m. Consensus price target broadly unchanged at €96.06. Share price fell 4.3% to €72.05 over the past week.
Reported Earnings • Feb 17Full year 2022 earnings: Revenues miss analyst expectationsFull year 2022 results: Net income: €331.8m (up 18% from FY 2021). Revenue missed analyst estimates by 1.2%. Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the REITs industry in Belgium.
お知らせ • Feb 16+ 1 more updateAedifica SA Proposes Earnings Guidance for the Year 2023Aedifica SA proposed earnings guidance for the year 2023. EPRA Earnings for 2023 are estimated at €200 million, or €5.03/share.
Price Target Changed • Jan 25Price target decreased by 11% to €105Down from €118, the current price target is an average from 8 analysts. New target price is 27% above last closing price of €83.00. Stock is down 21% over the past year. The company is forecast to post earnings per share of €9.77 for next year compared to €8.10 last year.
Major Estimate Revision • Jan 18Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €12.29 to €11.00 per share. Revenue forecast steady at €277.2m. Net income forecast to shrink 30% next year vs 41% decline forecast for REITs industry in Belgium. Consensus price target down from €118 to €110. Share price rose 2.8% to €83.45 over the past week.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. COO & Executive Director Raoul Thomassen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: €3.48 (vs €1.61 in 3Q 2021)Third quarter 2022 results: EPS: €3.48 (up from €1.61 in 3Q 2021). Revenue: €64.4m (up 7.6% from 3Q 2021). Net income: €138.9m (up 139% from 3Q 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the REITs industry in Belgium. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09+ 2 more updatesAedifica SA to Report Q1, 2023 Results on May 10, 2023Aedifica SA announced that they will report Q1, 2023 results on May 10, 2023
お知らせ • Oct 07Aedifica SA (ENXTBR:AED) acquired St Mary’s Riverside.Aedifica SA (ENXTBR:AED) acquired St Mary’s Riverside on October 5, 2022. Aedifica SA is also investing in the development of care home named St Mary’s Lincoln and the total consideration value is £27 million.Aedifica SA (ENXTBR:AED) completed the acquisition of St Mary’s Riverside on October 5, 2022.
お知らせ • Oct 01+ 1 more updateAedifica SA to Report Fiscal Year 2022 Final Results on Mar 30, 2023Aedifica SA announced that they will report fiscal year 2022 final results on Mar 30, 2023
お知らせ • Sep 27Aedifica SA (ENXTBR:AED) acquired Marston Moretaine Gee View.Aedifica SA (ENXTBR:AED) acquired Marston Moretaine Gee View on September 23, 2022. Aedifica SA is also investing in the development of two other care homes named Whitby Castle Road and Holt Health Farm, and the total consideration value is £45.5 million. Aedifica acquired ownership of the Marston Moretaine Gee View care home by taking control of 100% of the shares in a real estate company. Marston Moretaine Gee View is developed by the LNT Group and operated by Ideal Care Homes. Aedifica SA (ENXTBR:AED) completed the acquisition of Marston Moretaine Gee View on September 23, 2022.
お知らせ • Aug 20Aedifica SA (ENXTBR:AED) acquired Four nursing homes in Dublin from bartra Healthcare for €161 million.Aedifica SA (ENXTBR:AED) acquired Four nursing homes in Dublin from bartra Healthcare for €161 million on August 19, 2022. Aedifica SA (ENXTBR:AED) completed the acquisition of Four nursing homes in Dublin from bartra Healthcare for €161 million on August 19, 2022.
Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from €9.56 to €11.57. Revenue forecast steady at €278.5m. Net income forecast to shrink 2.4% next year vs 18% decline forecast for REITs industry in Belgium. Consensus price target of €127 unchanged from last update. Share price rose 5.4% to €104 over the past week.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: €3.34 (vs €2.03 in 2Q 2021)Second quarter 2022 results: EPS: €3.34 (up from €2.03 in 2Q 2021). Revenue: €67.3m (up 17% from 2Q 2021). Net income: €121.9m (up 79% from 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 1.6% growth forecast for the industry in Belgium. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 05Aedifica SA Reconfirms Dividend Guidance for the Financial Year 2022Aedifica SA reconfirmed the proposed gross dividend of €3.70 per share for the financial year 2022.
お知らせ • Jul 21Aedifica SA (ENXTBR:AED) announced an agreement to acquire A Care Home In Isle Of Man for approx. £10 million.Aedifica SA (ENXTBR:AED) announced an agreement to acquire A Care Home In Isle Of Man for approx. £10 million on July 20, 2022. Upon completion of theconstruction works in 2024, Aedifica will pay the purchase price and acquire ownership of the site bytaking control of 100% of the shares in a real estate company. The contractual value will amount to approx. £10 million.
お知らせ • Jul 08Aedifica SA (ENXTBR:AED) acquired Two Senior Housing Properties in Belgium for €50.2 million.Aedifica SA (ENXTBR:AED) acquired Two Senior Housing Properties in Belgium for €50.2 million on July 6, 2022. Aedifica SA (ENXTBR:AED) completed the acquisition of Two Senior Housing Properties in Belgium on July 6, 2022.
お知らせ • Jun 22Aedifica SA (ENXTBR:AED) acquired Creggan Bahn Court in Ayr for £8.5 millionAedifica SA (ENXTBR:AED) acquired Creggan Bahn Court in Ayr for £8.5 million on June 20, 2022. The care home is to be operated from acquisition by the Maria Mallaband Care Group, an established private UK care operator Aedifica SA (ENXTBR:AED) completed the acquisition of Creggan Bahn Court in Ayr on June 20, 2022.
Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. COO & Executive Director Raoul Thomassen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Henrike Waldburg was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.