View ValuationRobert Walters 将来の成長Future 基準チェック /36Robert Walters利益と収益がそれぞれ年間80.5%と0.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.8% 80.5%なると予測されています。主要情報80.5%収益成長率80.46%EPS成長率Professional Services 収益成長11.4%収益成長率0.6%将来の株主資本利益率5.75%アナリストカバレッジLow最終更新日15 Apr 2026今後の成長に関する最新情報お知らせ • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.すべての更新を表示Recent updatesお知らせ • May 02Robert Walters plc Announces Board and Committee AppointmentsRobert Walters plc announced that Matt Ashley has been appointed as Senior Independent Director, Michaela Tod as Remuneration Committee Chair, and Jane Hesmondhalgh as Non-Executive Director with specific responsibility for workforce engagement. Each will continue to serve on the Audit & Risk, Nominations and Remuneration Committees to which Andrew Rashbass has now also been appointed as a member.お知らせ • Mar 30+ 1 more updateRobert Walters plc Announces CFO Changes, Effective March 30, 2026Robert Walters PLC announced that David Bower, its Chief Financial Officer, has decided to retire and step down from the Board. Following this decision, the company has appointed Jonathan Solesbury as its interim CFO. These changes will take place with immediate effect from March 30, 2026, although David Bower will remain available to the business through a period of transition. A search for a permanent CFO will commence in due course. Jonathan Solesbury is a Board-level senior finance executive with extensive experience across Europe, the Americas, Asia and Africa. After 22 years of senior international roles at SABMiller plc, Jonathan was instrumental in the turnaround of C&C Group plc as its CFO, of Aryzta AG as its interim CFO, and of Greencore Group plc as its interim CFO. Jonathan brings to the company extensive experience of transformational change programmes, and will work closely with Chief Executive, Toby Fowlston, and the rest of the management team in this non-Board role as the company continues its key initiatives to strengthen the business.お知らせ • Mar 11Robert Walters plc, Annual General Meeting, Apr 30, 2026Robert Walters plc, Annual General Meeting, Apr 30, 2026. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdomお知らせ • Nov 26Robert Walters plc to Report Fiscal Year 2025 Results on Mar 11, 2026Robert Walters plc announced that they will report fiscal year 2025 results on Mar 11, 2026お知らせ • Jul 15Robert Walters plc to Report First Half, 2025 Results on Jul 31, 2025Robert Walters plc announced that they will report first half, 2025 results on Jul 31, 2025お知らせ • Apr 29Robert Walters plc Approves Final DividendRobert Walters plc at its AGM held on April 29, 2025 declared a final dividend of 17.0p per ordinary Share.お知らせ • Mar 06+ 1 more updateRobert Walters plc, Annual General Meeting, Apr 29, 2025Robert Walters plc, Annual General Meeting, Apr 29, 2025. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdomお知らせ • Dec 12Robert Walters plc to Report Fiscal Year 2024 Results on Mar 06, 2025Robert Walters plc announced that they will report fiscal year 2024 results on Mar 06, 2025Recent Insider Transactions • Oct 27CFO & Director recently bought €89k worth of stockOn the 23rd of October, David Bower bought around 20k shares on-market at roughly €4.47 per share. This transaction increased David's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €111k. This was David's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.78, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.35 per share.Upcoming Dividend • Aug 22Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).Recent Insider Transactions • Aug 05Independent Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of August, Philippe Van de Walle bought around 25k shares on-market at roughly €4.44 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Philippe has been a buyer over the last 12 months, purchasing a net total of €162k worth in shares.Declared Dividend • Aug 04First half dividend of UK£0.065 announcedShareholders will receive a dividend of UK£0.065. Ex-date: 29th August 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (269% earnings payout ratio). However, it is covered by cash flows (79% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 199% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 02Robert Walters plc Declares Interim Dividend, Payable on 27 September 2024Robert Walters plc announced that Board has declared an interim dividend of 6.5 pence per share (H1 2023: 6.5 pence per share), which will be paid on 27 September 2024 to shareholders on the register on 30 August 2024.お知らせ • Jun 08Robert Walters plc to Report First Half, 2024 Results on Aug 01, 2024Robert Walters plc announced that they will report first half, 2024 results on Aug 01, 2024New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).Upcoming Dividend • Apr 25Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).Declared Dividend • Mar 10Final dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 30th April 2024 Payment date: 31st May 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 136% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 09Robert Walters plc Proposes Final Dividend for the Year 2023, Payable on 31 May 2024Robert Walters plc Proposed final dividend of 17.0 pence per share for the year 2023, taking the total dividend for the year to 23.5 pence per share for 2023 (2022: 23.5 pence), The proposed final dividend of £11.2 million is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability in these financial statements. The final dividend, if approved, will be paid on 31 May 2024 to those shareholders on the register as at 1 May 2024.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.20 (vs UK£0.56 in FY 2022)Full year 2023 results: EPS: UK£0.20 (down from UK£0.56 in FY 2022). Revenue: UK£1.06b (down 3.2% from FY 2022). Net income: UK£13.4m (down 66% from FY 2022). Profit margin: 1.3% (down from 3.6% in FY 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.お知らせ • Mar 07Robert Walters plc, Annual General Meeting, Apr 30, 2024Robert Walters plc, Annual General Meeting, Apr 30, 2024. Location: 11 Slingsby Place, St Martin's Courtyard London United Kingdom Agenda: To consider the final dividend of £11.2m.お知らせ • Jan 11Robert Walters plc to Report Fiscal Year 2023 Results on Mar 07, 2024Robert Walters plc announced that they will report fiscal year 2023 results on Mar 07, 2024Upcoming Dividend • Aug 24Upcoming dividend of UK£0.065 per share at 6.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.078 (vs UK£0.28 in 1H 2022)First half 2023 results: EPS: UK£0.078 (down from UK£0.28 in 1H 2022). Revenue: UK£548.3m (up 1.8% from 1H 2022). Net income: UK£5.30m (down 73% from 1H 2022). Profit margin: 1.0% (down from 3.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.お知らせ • Jul 27+ 1 more updateRobert Walters plc Announces Executive ChangesRobert Walters plc announced that David Bower will join the Group and the plc Board as Chief Financial Officer (CFO) on 4 September 2023. Current CFO, Alan Bannatyne, has decided to retire and will step down from the Board on 1 September 2023. David was previously CFO of Homeserve plc, a FTSE 100 services business, where he worked for 18 years and held a number of senior divisional and group finance roles before being appointed group CFO in 2017. Before joining Homeserve, David spent 12 years at Arthur Andersen (later Deloitte LLP), where he qualified as a Chartered Accountant.New Risk • Jul 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 07Robert Walters plc to Report First Half, 2023 Results on Aug 01, 2023Robert Walters plc announced that they will report first half, 2023 results on Aug 01, 2023Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michaela Tod was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.お知らせ • May 19Robert Walters plc Announces Directorate Changes, with Effect from 1 June 2023Robert Walters plc, announced the following Board changes. Steven Cooper, a Non-Executive Director of the Company since 2018, has notified that he will be stepping down from the Board with effect from 1 June 2023 due to upcoming regulatory requirements relating to his role as Chief Executive Officer of Aldermore Group. The Board is sorry to see Steven depart and records its appreciation for his invaluable contributions to the Company over the five years of his tenure. The Company also announced that Michaela Tod and Jane Hesmondhalgh have been appointed to the Board as independent Non-Executive Directors with effect from 1 June 2023. Michaela is an experienced Board member and is currently a Non-Executive Director ofpublicly quoted MYT Netherlands Parent B.V. andAUGA Group AB. Michaela's executive career spanned the consumer products industry including senior executive positions at Dyson where she spent 14 years and latterly served as President of Greater China and Director of Marketing and Direct to Consumer in Japan. More recently, Michaela served as Co-Chief Executive ofProSiebenSat.1Entertainment.Prior to Dyson, Michaela held senior positions at Grey Group and FCB Global. Jane is an experienced senior executive with wide ranging and international experience across the technology sector. Jane is currently Corporate Vice President within Microsoft's Global Commercial business and has held other senior finance positions across Microsoft including Chief Financial Officer, Microsoft International and Chief Financial Officer, Microsoft Global Consumer Business. Prior to joining Microsoft, Jane held senior finance positions at Palm Inc., 3Com, and Boeing.Upcoming Dividend • Apr 21Upcoming dividend of UK£0.17 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.56 (vs UK£0.46 in FY 2021)Full year 2022 results: EPS: UK£0.56 (up from UK£0.46 in FY 2021). Revenue: UK£1.10b (up 13% from FY 2021). Net income: UK£39.1m (up 17% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.お知らせ • Jan 10+ 1 more updateRobert Walters plc to Report Fiscal Year 2022 Results on Mar 09, 2023Robert Walters plc announced that they will report fiscal year 2022 results on Mar 09, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 11Robert Walters plc Announces Board Changes, Effective 1 November 2022Robert Walters plc announced that after a comprehensive search and selection process, Leslie Van de Walle has been appointed as Non-Executive Chair and will join the Board on 1 November 2022. Leslie will succeed Interim Chair Tanith Dodge who will remain on the Board as Senior Independent Non-Executive Director. Leslie is a Non-Executive Director of HSBC UK Bank plc and will join the board of Greencore Group plc as Chair Designate in December 2022. He is also currently Chair of Euromoney Institutional Investor plc. Leslie has held various non-executive roles and was previously Chair of SIG plc, as well as Deputy Chair at Crest Nicholson Holdings and Senior Independent Director of DCC plc. He also served as Chair of the Robert Walters Group between 2012 and 2018. Leslie's executive career has included serving as Group Chief Executive Officer at Rexam plc and Chief Executive Officer at United Biscuits plc.Upcoming Dividend • Aug 25Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 97%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£15.1m from profit in 1H 2021). Profit margin: (down from 3.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 19%, compared to a 10.0% growth forecast for the industry in Germany.お知らせ • Jul 28+ 1 more updateRobert Walters plc (LSE:RWA) announces an Equity Buyback for £10 million worth of its shares.Robert Walters plc (LSE:RWA) announces a share repurchase program. Under the program, the company will repurchase up to £10 million worth of its shares. The repurchased shares will be cancelled.お知らせ • Jul 07+ 1 more updateRobert Walters plc to Report First Half, 2022 Results on Jul 28, 2022Robert Walters plc announced that they will report first half, 2022 results on Jul 28, 2022Board Change • Apr 27Less 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 Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.3%).お知らせ • Mar 10Robert Walters plc Proposes Final Dividend, Payable on May 20, 2022The Board of Robert Walters plc will be recommending a 36% increase in the final dividend to 15.0 pence per share, which combined with the interim dividend of 5.4 pence per share would result in a 32% increase in the total dividend to 20.4 pence per share (2020: 15.5 pence). The final dividend, if approved, will be paid on 20 May 2022 to those shareholders on the register as at 22 April 2022.Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.46 (up from UK£0.08 in FY 2020). Revenue: UK£970.7m (up 3.4% from FY 2020). Net income: UK£33.5m (up 488% from FY 2020). Profit margin: 3.5% (up from 0.6% in FY 2020). Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 31%, compared to a 9.3% growth forecast for the industry in Germany.Board Change • Dec 25Less 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 Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 06Founder recently sold €3.3m worth of stockOn the 3rd of August, Robert Walters sold around 425k shares on-market at roughly €7.74 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£0.21 (vs UK£0.039 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: UK£468.2m (down 5.7% from 1H 2020). Net income: UK£15.1m (up 439% from 1H 2020). Profit margin: 3.2% (up from 0.6% in 1H 2020). The increase in margin was driven by lower expenses.業績と収益の成長予測DB:RBW - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202878561016212/31/2027740-438212/31/2026705-21-12212/31/2025781-27410N/A9/30/2025808-211018N/A6/30/2025836-151726N/A3/31/2025864-101323N/A12/31/2024892-61020N/A9/30/202493401526N/A6/30/202497562032N/A3/31/20241,020102539N/A12/31/20231,064133046N/A9/30/20231,087193552N/A6/30/20231,109254058N/A3/31/20231,104323148N/A12/31/20221,100392238N/A9/30/20221,070381934N/A6/30/20221,041381530N/A3/31/20221,006361832N/A12/31/2021971342034N/A9/30/2021940263143N/A6/30/2021910184253N/A3/31/2021924126676N/A12/31/202093868999N/A9/30/20201,008148897N/A6/30/20201,078228795N/A3/31/20201,147287483N/A12/31/20191,216346070N/A9/30/20191,22935N/A72N/A6/30/20191,24236N/A74N/A3/31/20191,23836N/A68N/A12/31/20181,23336N/A63N/A9/30/20181,23134N/A42N/A6/30/20181,22933N/A22N/A3/31/20181,19731N/A27N/A12/31/20171,16629N/A32N/A9/30/20171,13826N/A34N/A6/30/20171,11023N/A37N/A3/31/20171,05422N/A33N/A12/31/201699920N/A29N/A9/30/201694318N/A22N/A6/30/201688717N/A15N/A3/31/201685016N/A15N/A12/31/201581315N/A16N/A9/30/201578015N/A15N/A6/30/201574714N/A15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RBWは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: RBW今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: RBW今後 3 年以内に収益を上げることが予想されます。収益対市場: RBWの収益 ( 0.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: RBWの収益 ( 0.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RBWの 自己資本利益率 は、3年後には低くなると予測されています ( 5.8 %)。成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance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2026/05/25 02:36終値2026/05/22 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Robert Walters plc 2 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。9 アナリスト機関Konrad ZomerBerenbergJames GilbertCanaccord GenuitySteven WoolfDeutsche Bank6 その他のアナリストを表示
お知らせ • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.
お知らせ • May 02Robert Walters plc Announces Board and Committee AppointmentsRobert Walters plc announced that Matt Ashley has been appointed as Senior Independent Director, Michaela Tod as Remuneration Committee Chair, and Jane Hesmondhalgh as Non-Executive Director with specific responsibility for workforce engagement. Each will continue to serve on the Audit & Risk, Nominations and Remuneration Committees to which Andrew Rashbass has now also been appointed as a member.
お知らせ • Mar 30+ 1 more updateRobert Walters plc Announces CFO Changes, Effective March 30, 2026Robert Walters PLC announced that David Bower, its Chief Financial Officer, has decided to retire and step down from the Board. Following this decision, the company has appointed Jonathan Solesbury as its interim CFO. These changes will take place with immediate effect from March 30, 2026, although David Bower will remain available to the business through a period of transition. A search for a permanent CFO will commence in due course. Jonathan Solesbury is a Board-level senior finance executive with extensive experience across Europe, the Americas, Asia and Africa. After 22 years of senior international roles at SABMiller plc, Jonathan was instrumental in the turnaround of C&C Group plc as its CFO, of Aryzta AG as its interim CFO, and of Greencore Group plc as its interim CFO. Jonathan brings to the company extensive experience of transformational change programmes, and will work closely with Chief Executive, Toby Fowlston, and the rest of the management team in this non-Board role as the company continues its key initiatives to strengthen the business.
お知らせ • Mar 11Robert Walters plc, Annual General Meeting, Apr 30, 2026Robert Walters plc, Annual General Meeting, Apr 30, 2026. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom
お知らせ • Nov 26Robert Walters plc to Report Fiscal Year 2025 Results on Mar 11, 2026Robert Walters plc announced that they will report fiscal year 2025 results on Mar 11, 2026
お知らせ • Jul 15Robert Walters plc to Report First Half, 2025 Results on Jul 31, 2025Robert Walters plc announced that they will report first half, 2025 results on Jul 31, 2025
お知らせ • Apr 29Robert Walters plc Approves Final DividendRobert Walters plc at its AGM held on April 29, 2025 declared a final dividend of 17.0p per ordinary Share.
お知らせ • Mar 06+ 1 more updateRobert Walters plc, Annual General Meeting, Apr 29, 2025Robert Walters plc, Annual General Meeting, Apr 29, 2025. Location: 11 slingsby place, st martins courtyard, wc2e 9ab, london United Kingdom
お知らせ • Dec 12Robert Walters plc to Report Fiscal Year 2024 Results on Mar 06, 2025Robert Walters plc announced that they will report fiscal year 2024 results on Mar 06, 2025
Recent Insider Transactions • Oct 27CFO & Director recently bought €89k worth of stockOn the 23rd of October, David Bower bought around 20k shares on-market at roughly €4.47 per share. This transaction increased David's direct individual holding by 2x at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €111k. This was David's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €4.78, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Professional Services industry in Europe. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.35 per share.
Upcoming Dividend • Aug 22Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 27 September 2024. The company is paying out more than 100% of its profits and is paying out 79% of its cash flow. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.3%).
Recent Insider Transactions • Aug 05Independent Non-Executive Chairman recently bought €111k worth of stockOn the 2nd of August, Philippe Van de Walle bought around 25k shares on-market at roughly €4.44 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Philippe has been a buyer over the last 12 months, purchasing a net total of €162k worth in shares.
Declared Dividend • Aug 04First half dividend of UK£0.065 announcedShareholders will receive a dividend of UK£0.065. Ex-date: 29th August 2024 Payment date: 27th September 2024 Dividend yield will be 6.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (269% earnings payout ratio). However, it is covered by cash flows (79% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 199% to bring the payout ratio under control. EPS is expected to grow by 329% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 02Robert Walters plc Declares Interim Dividend, Payable on 27 September 2024Robert Walters plc announced that Board has declared an interim dividend of 6.5 pence per share (H1 2023: 6.5 pence per share), which will be paid on 27 September 2024 to shareholders on the register on 30 August 2024.
お知らせ • Jun 08Robert Walters plc to Report First Half, 2024 Results on Aug 01, 2024Robert Walters plc announced that they will report first half, 2024 results on Aug 01, 2024
New Risk • May 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.4% 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. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (117% payout ratio). Share price has been volatile over the past 3 months (7.4% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.4%).
Declared Dividend • Mar 10Final dividend of UK£0.17 announcedShareholders will receive a dividend of UK£0.17. Ex-date: 30th April 2024 Payment date: 31st May 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 136% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 09Robert Walters plc Proposes Final Dividend for the Year 2023, Payable on 31 May 2024Robert Walters plc Proposed final dividend of 17.0 pence per share for the year 2023, taking the total dividend for the year to 23.5 pence per share for 2023 (2022: 23.5 pence), The proposed final dividend of £11.2 million is subject to approval by shareholders at the Annual General Meeting and has not been included as a liability in these financial statements. The final dividend, if approved, will be paid on 31 May 2024 to those shareholders on the register as at 1 May 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.20 (vs UK£0.56 in FY 2022)Full year 2023 results: EPS: UK£0.20 (down from UK£0.56 in FY 2022). Revenue: UK£1.06b (down 3.2% from FY 2022). Net income: UK£13.4m (down 66% from FY 2022). Profit margin: 1.3% (down from 3.6% in FY 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Professional Services industry in Europe.
お知らせ • Mar 07Robert Walters plc, Annual General Meeting, Apr 30, 2024Robert Walters plc, Annual General Meeting, Apr 30, 2024. Location: 11 Slingsby Place, St Martin's Courtyard London United Kingdom Agenda: To consider the final dividend of £11.2m.
お知らせ • Jan 11Robert Walters plc to Report Fiscal Year 2023 Results on Mar 07, 2024Robert Walters plc announced that they will report fiscal year 2023 results on Mar 07, 2024
Upcoming Dividend • Aug 24Upcoming dividend of UK£0.065 per share at 6.6% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.8%).
New Risk • Aug 03New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.3% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.3% net profit margin).
Reported Earnings • Aug 02First half 2023 earnings released: EPS: UK£0.078 (vs UK£0.28 in 1H 2022)First half 2023 results: EPS: UK£0.078 (down from UK£0.28 in 1H 2022). Revenue: UK£548.3m (up 1.8% from 1H 2022). Net income: UK£5.30m (down 73% from 1H 2022). Profit margin: 1.0% (down from 3.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.
お知らせ • Jul 27+ 1 more updateRobert Walters plc Announces Executive ChangesRobert Walters plc announced that David Bower will join the Group and the plc Board as Chief Financial Officer (CFO) on 4 September 2023. Current CFO, Alan Bannatyne, has decided to retire and will step down from the Board on 1 September 2023. David was previously CFO of Homeserve plc, a FTSE 100 services business, where he worked for 18 years and held a number of senior divisional and group finance roles before being appointed group CFO in 2017. Before joining Homeserve, David spent 12 years at Arthur Andersen (later Deloitte LLP), where he qualified as a Chartered Accountant.
New Risk • Jul 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. High level of non-cash earnings (25% accrual ratio). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 07Robert Walters plc to Report First Half, 2023 Results on Aug 01, 2023Robert Walters plc announced that they will report first half, 2023 results on Aug 01, 2023
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Michaela Tod was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 14Robert Walters plc Provides Earnings Guidance for the Year Ending 31 December 2023Robert Walters plc provided earnings guidance for the year ending 31 December 2023. The company considers that profit for the full year ending 31 December 2023 will be significantly lower than current market expectations.
お知らせ • May 19Robert Walters plc Announces Directorate Changes, with Effect from 1 June 2023Robert Walters plc, announced the following Board changes. Steven Cooper, a Non-Executive Director of the Company since 2018, has notified that he will be stepping down from the Board with effect from 1 June 2023 due to upcoming regulatory requirements relating to his role as Chief Executive Officer of Aldermore Group. The Board is sorry to see Steven depart and records its appreciation for his invaluable contributions to the Company over the five years of his tenure. The Company also announced that Michaela Tod and Jane Hesmondhalgh have been appointed to the Board as independent Non-Executive Directors with effect from 1 June 2023. Michaela is an experienced Board member and is currently a Non-Executive Director ofpublicly quoted MYT Netherlands Parent B.V. andAUGA Group AB. Michaela's executive career spanned the consumer products industry including senior executive positions at Dyson where she spent 14 years and latterly served as President of Greater China and Director of Marketing and Direct to Consumer in Japan. More recently, Michaela served as Co-Chief Executive ofProSiebenSat.1Entertainment.Prior to Dyson, Michaela held senior positions at Grey Group and FCB Global. Jane is an experienced senior executive with wide ranging and international experience across the technology sector. Jane is currently Corporate Vice President within Microsoft's Global Commercial business and has held other senior finance positions across Microsoft including Chief Financial Officer, Microsoft International and Chief Financial Officer, Microsoft Global Consumer Business. Prior to joining Microsoft, Jane held senior finance positions at Palm Inc., 3Com, and Boeing.
Upcoming Dividend • Apr 21Upcoming dividend of UK£0.17 per share at 5.7% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.7%).
Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.56 (vs UK£0.46 in FY 2021)Full year 2022 results: EPS: UK£0.56 (up from UK£0.46 in FY 2021). Revenue: UK£1.10b (up 13% from FY 2021). Net income: UK£39.1m (up 17% from FY 2021). Profit margin: 3.6% (in line with FY 2021). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.
お知らせ • Jan 10+ 1 more updateRobert Walters plc to Report Fiscal Year 2022 Results on Mar 09, 2023Robert Walters plc announced that they will report fiscal year 2022 results on Mar 09, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 11Robert Walters plc Announces Board Changes, Effective 1 November 2022Robert Walters plc announced that after a comprehensive search and selection process, Leslie Van de Walle has been appointed as Non-Executive Chair and will join the Board on 1 November 2022. Leslie will succeed Interim Chair Tanith Dodge who will remain on the Board as Senior Independent Non-Executive Director. Leslie is a Non-Executive Director of HSBC UK Bank plc and will join the board of Greencore Group plc as Chair Designate in December 2022. He is also currently Chair of Euromoney Institutional Investor plc. Leslie has held various non-executive roles and was previously Chair of SIG plc, as well as Deputy Chair at Crest Nicholson Holdings and Senior Independent Director of DCC plc. He also served as Chair of the Robert Walters Group between 2012 and 2018. Leslie's executive career has included serving as Group Chief Executive Officer at Rexam plc and Chief Executive Officer at United Biscuits plc.
Upcoming Dividend • Aug 25Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 September 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 97%. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£15.1m from profit in 1H 2021). Profit margin: (down from 3.2% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 19%, compared to a 10.0% growth forecast for the industry in Germany.
お知らせ • Jul 28+ 1 more updateRobert Walters plc (LSE:RWA) announces an Equity Buyback for £10 million worth of its shares.Robert Walters plc (LSE:RWA) announces a share repurchase program. Under the program, the company will repurchase up to £10 million worth of its shares. The repurchased shares will be cancelled.
お知らせ • Jul 07+ 1 more updateRobert Walters plc to Report First Half, 2022 Results on Jul 28, 2022Robert Walters plc announced that they will report first half, 2022 results on Jul 28, 2022
Board Change • Apr 27Less 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 Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 20 May 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.3%).
お知らせ • Mar 10Robert Walters plc Proposes Final Dividend, Payable on May 20, 2022The Board of Robert Walters plc will be recommending a 36% increase in the final dividend to 15.0 pence per share, which combined with the interim dividend of 5.4 pence per share would result in a 32% increase in the total dividend to 20.4 pence per share (2020: 15.5 pence). The final dividend, if approved, will be paid on 20 May 2022 to those shareholders on the register as at 22 April 2022.
Reported Earnings • Mar 09Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.46 (up from UK£0.08 in FY 2020). Revenue: UK£970.7m (up 3.4% from FY 2020). Net income: UK£33.5m (up 488% from FY 2020). Profit margin: 3.5% (up from 0.6% in FY 2020). Revenue missed analyst estimates by 6.8%. Over the next year, revenue is forecast to grow 31%, compared to a 9.3% growth forecast for the industry in Germany.
Board Change • Dec 25Less 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 Non-Executive Director Steven Cooper was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 06Founder recently sold €3.3m worth of stockOn the 3rd of August, Robert Walters sold around 425k shares on-market at roughly €7.74 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Jul 28First half 2021 earnings released: EPS UK£0.21 (vs UK£0.039 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: UK£468.2m (down 5.7% from 1H 2020). Net income: UK£15.1m (up 439% from 1H 2020). Profit margin: 3.2% (up from 0.6% in 1H 2020). The increase in margin was driven by lower expenses.