View ValuationBerkeley Group Holdings 将来の成長Future 基準チェック /06Berkeley Group Holdingsの収益と利益は、それぞれ年間6.7%と8.8%減少すると予測されています。EPS は年間2.5%で 減少すると予想されています。自己資本利益率は 3 年後に6.7%になると予測されています。主要情報-8.8%収益成長率-2.48%EPS成長率Consumer Durables 収益成長19.7%収益成長率-6.7%将来の株主資本利益率6.69%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Dec 11The Berkeley Group Holdings plc Provides Earnings Guidance for the Year Ending April 30, 2023The Berkeley Group Holdings plc provided earnings guidance for the year ending April 30, 2023. The company is on target to deliver approximately GBP 600 million of pretax profits for the year ending April 30, 2023. This is unchanged since the start of the year 2022. The company is targeting pretax profits of at least GBP 1.05 billion for the following 2 years as it match delivery to the prevailing market conditions.すべての更新を表示Recent updatesお知らせ • May 16+ 1 more updateThe Berkeley Group Holdings plc to Report First Half, 2027 Results on Dec 09, 2026The Berkeley Group Holdings plc announced that they will report first half, 2027 results on Dec 09, 2026お知らせ • Mar 17The Berkeley Group Holdings plc to Report Fiscal Year 2026 Results on Jun 24, 2026The Berkeley Group Holdings plc announced that they will report fiscal year 2026 results on Jun 24, 2026お知らせ • Jul 07+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2025 Final Results on Aug 01, 2025The Berkeley Group Holdings plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Aug 01, 2025お知らせ • Jun 21The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025.お知らせ • Jun 20The Berkeley Group Holdings plc Announces Stepping Down of Michael Dobson and William JacksonThe Berkeley Group Holdings plc announced that having overseen the foundations of the next phase of the Company's strategy, Michael Dobson, Berkeley's Chairman, will step down from the Board at the conclusion of the Company's Annual General Meeting ("AGM") on 5 September 2025. William Jackson has announced his intention not to seek re-election at the September AGM.お知らせ • Mar 01The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2025The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on the Company's ordinary shares of 5.6110477936 pence each (ISIN GB00BP0RGD03) ('Shares') on 28 March 2025 to shareholders on the Company's register of members at the close of business on 7 March 2025. The ex-dividend date is 6 March 2025.Recent Insider Transactions • Nov 04Independent Non-Executive Director recently bought €573k worth of stockOn the 31st of October, William Jackson bought around 11k shares on-market at roughly €51.81 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €14m more in shares than they bought in the last 12 months.Recent Insider Transactions • Oct 04CFO & Executive Director recently sold €2.4m worth of stockOn the 30th of September, Richard Stearn sold around 42k shares on-market at roughly €57.06 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. This was Richard's only on-market trade for the last 12 months.Upcoming Dividend • Sep 02Upcoming dividend of UK£1.74 per shareEligible shareholders must have bought the stock before 09 September 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).Recent Insider Transactions • Aug 21CEO & Executive Director recently sold €12m worth of stockOn the 16th of August, Rob Perrins sold around 200k shares on-market at roughly €61.58 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months.お知らせ • Aug 05The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024. Location: the offices of herbert smith freehills llp, exchange house, primrose street, ec2a 2eg, london United KingdomReported Earnings • Aug 04Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023)Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Jul 18+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2025 Results on Jun 25, 2025The Berkeley Group Holdings plc announced that they will report fiscal year 2025 results on Jun 25, 2025Buy Or Sell Opportunity • Jul 01Now 8.6% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to €54.15. The fair value is estimated to be €59.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 0.03% per annum. Earnings are forecast to decline by 4.4% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €55.55. The fair value is estimated to be €70.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 0.9% per annum over the same time period.Reported Earnings • Jun 20Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023)Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.お知らせ • Jun 19the Berkeley Group Holdings plc Announces Interim Dividend, Payable on July 26, 2024The Berkeley Group Holdings plc announced an interim dividend of 33.00 pence per share (£34.9 million) to be paid on 26 July 2024. The Company announces a correction to the ex-dividend date to June 27, 2024 against previously announced: June 28, 202 and the record date to June 28, 2024.Declared Dividend • Mar 03First half dividend of UK£0.33 announcedShareholders will receive a dividend of UK£0.33. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.8% over the next 3 years. However, it would need to fall by 85% to increase the payout ratio to a potentially unsustainable range.お知らせ • Mar 01The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2024The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on 28 March 2024 to shareholders on the Company's register of members at close of business on 8 March 2024. The ex-dividend date is 7 March 2024.Reported Earnings • Dec 09First half 2024 earnings released: EPS: UK£1.98 (vs UK£2.01 in 1H 2023)First half 2024 results: EPS: UK£1.98 (down from UK£2.01 in 1H 2023). Revenue: UK£1.19b (flat on 1H 2023). Net income: UK£211.5m (down 4.6% from 1H 2023). Profit margin: 18% (in line with 1H 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.お知らせ • Aug 10The Berkeley Group Holdings plc Declares an Interim Dividend, Payable on 8 September 2023The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 59.30 pence per share will be paid on 8 September 2023 to shareholders on the Company's register of members at close of business on 18 August 2023. The ex-dividend date is 17 August 2023.お知らせ • Jun 30+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2024 Results on Jun 26, 2024The Berkeley Group Holdings plc announced that they will report fiscal year 2024 results on Jun 26, 2024New Risk • Jun 23New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jun 21Full year 2023 earnings released: EPS: UK£4.27 (vs UK£4.18 in FY 2022)Full year 2023 results: EPS: UK£4.27. Revenue: UK£2.55b (up 8.6% from FY 2022). Net income: UK£465.7m (down 3.5% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.7%.お知らせ • Jun 21the Berkeley Group Holdings plc Announces Board ChangesBerkeley announces that Sir John Armitt, Diana Brightmore-Armour and Andy Myers will step down from the Board and retire as Non-executive Directors of the Company at the conclusion of the Company's 2023 Annual General Meeting on 8 September 2023 ("2023 AGM"), each having passed nine years' service on the Board, in line with best corporate governance practice. The Company has decided to take this opportunity to streamline the Board by reducing its size and so will not be replacing the departing Non-executive Directors. In addition, three Executive Directors, Justin Tibaldi, Paul Vallone and Karl Whiteman will also step down from the Board of The Berkeley Group Holdings plc at the end of the 2023 AGM, ensuring compliance with all aspects of Board composition under the UK Corporate Governance Code and Listing Rule 9.8.6R(9)(a). They will remain in their current operational roles and members of the Board of the Company's immediate subsidiary, The Berkeley Group plc, with Rob Perrins and Richard Stearn, the Group's CEO and CFO. The retirements of the Non-executive Directors will result in the following changes to Board and Committee composition, to take effect from the conclusion of the 2023 AGM: Rachel Downey will replace Diana Brightmore-Armour as Senior Independent Director; Andy Kemp will replace Andy Myers as Chairman of the Audit Committee; Natasha Adams will replace Andy Kemp as Chair of the Remuneration Committee; William Jackson will join the Remuneration Committee; and Natasha Adams and Andy Kemp will join the Nomination Committee. Following these changes, the Board will comprise an independent Non-executive Chairman, two Executive Directors and six Non-executive Directors. The Board size will therefore be reduced from fifteen to nine.Recent Insider Transactions • Jan 13Insider recently bought €90k worth of stockOn the 10th of January, Natasha Adams bought around 2k shares on-market at roughly €46.29 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.0m more in shares than they have sold in the last 12 months.お知らせ • Dec 11The Berkeley Group Holdings plc Provides Earnings Guidance for the Year Ending April 30, 2023The Berkeley Group Holdings plc provided earnings guidance for the year ending April 30, 2023. The company is on target to deliver approximately GBP 600 million of pretax profits for the year ending April 30, 2023. This is unchanged since the start of the year 2022. The company is targeting pretax profits of at least GBP 1.05 billion for the following 2 years as it match delivery to the prevailing market conditions.Reported Earnings • Dec 10First half 2023 earnings released: EPS: UK£2.01 (vs UK£2.02 in 1H 2022)First half 2023 results: EPS: UK£2.01 (down from UK£2.02 in 1H 2022). Revenue: UK£1.20b (down 1.6% from 1H 2022). Net income: UK£221.7m (down 7.5% from 1H 2022). Profit margin: 19% (down from 20% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Dec 07+ 1 more updateThe Berkeley Group Holdings plc, Annual General Meeting, Sep 08, 2023The Berkeley Group Holdings plc, Annual General Meeting, Sep 08, 2023.お知らせ • Nov 17The Berkeley Group Holdings plc Announces Executive ChangesThe Berkeley Group Holdings plc announced the following changes in Board Committee composition have been made: Sarah Sands, Non-executive Director, has been appointed as a member of the Audit Committee; Rachel Downey, Non-executive Director, has been appointed as a member of the Nomination Committee; Sir John Armitt, Non-executive Director, has stepped down as a member of the Nomination Committee. All the above changes are effective immediately.Buying Opportunity • Nov 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €49.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.2%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is forecast to decline by 5.9% per annum over the same time period.お知らせ • Sep 07The Berkeley Group Holdings plc Announces Board and Committee ChangesThe Berkeley Group Holdings plc advised that Glyn Barker stepping down as Non-executive Director and Chairman of the Board, Chairman and member of the Nomination Committee and a member of the Remuneration Committee at the conclusion of the Company's Annual General Meeting earlier September 6, 2022, Michael Dobson has been appointed as Chairman of the Company and of the Nomination Committee and as a member of the Remuneration Committee. Additionally, Natasha Adams has been appointed as a member of the Remuneration Committee. The changes are effective immediately.お知らせ • Aug 11The Berkeley Group Holdings plc Declares Interim Dividend, Payable on September 9, 2022The Berkeley Group Holdings plc announced that an interim dividend of 21.25 pence per share will be paid on 9 September 2022 to shareholders on the Company's register of members at close of business on 19 August 2022. The ex-dividend date is 18 August 2022.Recent Insider Transactions • Jun 25Independent Non-Executive Chairman recently bought €84k worth of stockOn the 22nd of June, Glyn Barker bought around 2k shares on-market at roughly €43.28 per share. This was the largest purchase by an insider in the last 3 months. Glyn has been a buyer over the last 12 months, purchasing a net total of €214k worth in shares.Reported Earnings • Jun 23Full year 2022 earnings released: EPS: UK£4.18 (vs UK£3.67 in FY 2021)Full year 2022 results: EPS: UK£4.18 (up from UK£3.67 in FY 2021). Revenue: UK£2.35b (up 6.6% from FY 2021). Net income: UK£482.4m (up 14% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.7%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jun 08The Berkeley Group Holdings plc Appoints Michael Dobson as Non-Executive Chairman and Chairman of the Nomination CommitteeThe Board of Berkeley announced that Michael Dobson will be appointed as the next Chairman of the Company. Michael joins the Board and the Nomination Committee as an Independent Non-Executive Director. He will assume the role of Non-Executive Chairman of the Company and Chairman of the Nomination Committee following the Company's Annual General Meeting on 6 September 2022 when, as anticipated, Glyn Barker, the current Chairman, will step down from the Board. Glyn was appointed Chairman in July 2020 for a period of two years to oversee the transition of the Board on the passing of the Company's founder and previous Chairman, Tony Pidgley.Michael Dobson has extensive leadership, corporate and financial experience. He recently stepped down as Chairman of Schroders plc after six years, following a distinguished and successful executive career in the City spanning over 40 years, during which he held leadership positions at Deutsche Bank and Morgan Grenfell, as well as Schroders.お知らせ • May 31The Berkeley Group Holdings plc Announces Change of DirectorThe Berkeley Group Holdings plc announced that Glyn, Non-Executive Chairman will step down at or before the 2022 Annual General Meeting of the Company.Glyn Barker, Non-Executive Chairman of The Berkeley Group Holdings plc, has been appointed a Non-Executive Director of Quilter plc with effect from 1 June 2022 and will become Chair, subject to regulatory approval, effective from 7 September 2022.Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£57.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% per annum over the last 3 years. Earnings per share has declined by 16% per annum over the last 3 years.お知らせ • Feb 01The Berkeley Group Holdings plc Appoints Natasha Adams as Non-Executive DirectorBerkeley announced the appointment of Natasha Adams as a Non-Executive Director of the Company. Natasha, who joins the Board on 1 February 2022, is currently Group Chief People Officer of Tesco PLC, a position she has held since 2018, and is a member of the Executive Committee. Natasha is a Trustee of the Tesco Pension Scheme and of the Institute of Grocery & Distribution and a Steering Committee Member of Movement to Work. She additionally sits on Tesco's Cybersecurity Committee and its Privacy & Data Committee. Natasha is a Chartered Companion of CIPD and advises both the Tesco Board and the Remuneration and Nominations & Governance Committees on remuneration, succession planning and recruitment.Reported Earnings • Dec 09First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£2.02 (up from UK£1.62 in 1H 2021). Revenue: UK£1.22b (up 36% from 1H 2021). Net income: UK£239.8m (up 28% from 1H 2021). Profit margin: 20% (down from 21% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 14% compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Executive Departure • Sep 08Independent Non-Executive Director Alison Nimmo has left the companyOn the 3rd of September, Alison Nimmo's tenure as Independent Non-Executive Director ended after 10.0 years in the role. As of June 2021, Alison still personally held 1.85k shares (€108k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.Executive Departure • Sep 08Independent Non-Executive Director Man-Kiu Li has left the companyOn the 3rd of September, Man-Kiu Li's tenure as Independent Non-Executive Director ended after 8.0 years in the role. As of June 2021, Man-Kiu still personally held 18.47k shares (€1.1m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.Executive Departure • Sep 07Independent Non-Executive Director Peter Vernon has left the companyOn the 3rd of September, Peter Vernon's tenure as Independent Non-Executive Director ended after 4.0 years in the role. As of June 2021, Peter still personally held 2.00k shares (€117k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.お知らせ • Sep 02Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG).Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG) on August 31, 2021. The acquisition is conditional on receipt of planning consent. Allsop LLP acted as broker to Land Securities Group plc. Cushman & Wakefield acted as broker to The Berkeley Group Holdings plc.Upcoming Dividend • Aug 30Upcoming dividend of UK£3.71 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 17 September 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 02Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jul 18CEO & Executive Director recently bought €1.7m worth of stockOn the 16th of July, Rob Perrins bought around 31k shares on-market at roughly €53.96 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rob has been a net seller over the last 12 months, reducing personal holdings by €11m.Reported Earnings • Jun 25Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Mar 02The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021.Recent Insider Transactions • Feb 19Executive Director recently sold €344k worth of stockOn the 17th of February, Sean Ellis sold around 7k shares on-market at roughly €49.67 per share. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Executive Departure • Feb 03Independent Non-Executive Director has left the companyOn the 31st of January, Veronica Wadley's tenure as Independent Non-Executive Director ended after 9.1 years in the role. As of September 2020, Veronica personally held 2.00k shares (€92k worth at the time). Veronica is the only executive to leave the company over the last 12 months.Recent Insider Transactions • Jan 09CEO & Executive Director recently sold €12m worth of stockOn the 8th of January, Rob Perrins sold around 229k shares on-market at roughly €52.56 per share. This was the largest sale by an insider in the last 3 months. Rob has been a seller over the last 12 months, reducing personal holdings by €13m.お知らせ • Jan 06Berkeley Group Announces Management ChangesBerkeley Group has appointed three new non-executive directors following the retirement of two board members. The upmarket housebuilder told investors Baroness Fleet, Veronica Wadley, would be retiring from the board following the previously announced departure of Adrian Li. The three new appointments are William Jackson, Elizabeth Adekunle and Andy Kemp. William Jackson, who will join the board 5 January 2021, is managing partner of private equity giant Bridgepoint, and has served on a wide range of UK and international boards. He recently announced his departure as senior independent director of British Land and leaves its board on 31 March. He will join the nomination committee on his appointment.Adekunle, who also joins the board 5 January 2021, is Archdeacon of Hackney for the Diocese of London. She currently sits on various bodies within the Metropolitan Police and regional police forces advising on ethical and diversity matters and chairs the monuments and plaques committee of St Paul’s Cathedral. Kemp is a senior partner at PwC in London and will join the board on 1 July following his retirement from the advisory firm. He currently chairs PwC’s non-executive director advisory programme and was previously a member of the audit and risk assurance executive board. He will join Berkeley’s audit committee on his appointment.お知らせ • Jan 05William Jackson Joins the Board of the Berkeley Group Holdings plcThe British Land Company PLC announced that William Jackson has joined the Board of the Berkeley Group Holdings plc.Reported Earnings • Dec 05First half 2021 earnings released: EPS UK£1.50The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£895.9m (down 3.8% from 1H 2020). Net income: UK£187.7m (down 16% from 1H 2020). Profit margin: 21% (down from 24% in 1H 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Recent Insider Transactions • Oct 15CEO & Executive Director recently sold €792k worth of stockOn the 12th of October, Rob Perrins sold around 16k shares on-market at roughly €49.37 per share. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months.Is New 90 Day High Low • Sep 25New 90-day low: €44.16The company is down 7.0% from its price of €47.65 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.52 per share.業績と収益の成長予測DB:42B0 - 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4/30/20291,80625517214344/30/20281,939248205187144/30/20272,145279216184174/30/20262,2883221801821710/31/20252,387365113113N/A7/31/20252,437374152153N/A4/30/20252,487382192193N/A1/31/20252,519382266267N/A10/31/20242,551382340342N/A7/31/20242,508390286288N/A4/30/20242,464398232233N/A1/31/20242,503427249250N/A10/31/20232,541456265267N/A7/31/20232,546461299301N/A4/30/20232,550466334336N/A1/31/20232,4394655659N/A10/31/20222,328464-221-218N/A7/31/20222,338473-176-174N/A4/30/20222,348482-131-129N/A1/31/20222,438479217219N/A10/31/20212,527475566568N/A7/31/20212,365449444446N/A4/30/20212,202423322324N/A1/31/20212,044398259263N/A10/31/20201,885374196203N/A7/31/20201,903392248256N/A4/30/20201,920410299309N/A1/31/20202,078468278292N/A10/31/20192,235526257275N/A7/31/20192,596577N/A444N/A4/30/20192,957627N/A612N/A1/31/20192,894655N/A620N/A10/31/20182,830682N/A628N/A7/31/20182,835739N/A672N/A4/30/20182,841796N/A717N/A1/31/20182,908784N/A718N/A10/31/20172,975773N/A720N/A7/31/20172,849709N/A570N/A4/30/20172,724645N/A421N/A1/31/20172,523566N/A317N/A10/31/20162,322487N/A213N/A7/31/20162,185445N/A103N/A4/30/20162,048404N/A-6N/A1/31/20162,142407N/A201N/A10/31/20152,237410N/A408N/A7/31/20152,178417N/A459N/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: 42B0の収益は今後 3 年間で減少すると予測されています (年間-8.8% )。収益対市場: 42B0の収益は今後 3 年間で減少すると予測されています (年間-8.8% )。高成長収益: 42B0の収益は今後 3 年間で減少すると予測されています。収益対市場: 42B0の収益は今後 3 年間で減少すると予想されています (年間-6.7% )。高い収益成長: 42B0の収益は今後 3 年間で減少すると予測されています (年間-6.7% )。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: 42B0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 ( 6.7 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/20 19:13終値2026/05/20 00:00収益2025/10/31年間収益2025/04/30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The Berkeley Group Holdings plc 17 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。34 アナリスト機関Jonathan BellBarclaysEmily BiddulphBarclaysRajesh PatkiBarclays31 その他のアナリストを表示
お知らせ • Dec 11The Berkeley Group Holdings plc Provides Earnings Guidance for the Year Ending April 30, 2023The Berkeley Group Holdings plc provided earnings guidance for the year ending April 30, 2023. The company is on target to deliver approximately GBP 600 million of pretax profits for the year ending April 30, 2023. This is unchanged since the start of the year 2022. The company is targeting pretax profits of at least GBP 1.05 billion for the following 2 years as it match delivery to the prevailing market conditions.
お知らせ • May 16+ 1 more updateThe Berkeley Group Holdings plc to Report First Half, 2027 Results on Dec 09, 2026The Berkeley Group Holdings plc announced that they will report first half, 2027 results on Dec 09, 2026
お知らせ • Mar 17The Berkeley Group Holdings plc to Report Fiscal Year 2026 Results on Jun 24, 2026The Berkeley Group Holdings plc announced that they will report fiscal year 2026 results on Jun 24, 2026
お知らせ • Jul 07+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2025 Final Results on Aug 01, 2025The Berkeley Group Holdings plc announced that they will report fiscal year 2025 final results at 8:00 AM, GMT Standard Time on Aug 01, 2025
お知らせ • Jun 21The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025.
お知らせ • Jun 20The Berkeley Group Holdings plc Announces Stepping Down of Michael Dobson and William JacksonThe Berkeley Group Holdings plc announced that having overseen the foundations of the next phase of the Company's strategy, Michael Dobson, Berkeley's Chairman, will step down from the Board at the conclusion of the Company's Annual General Meeting ("AGM") on 5 September 2025. William Jackson has announced his intention not to seek re-election at the September AGM.
お知らせ • Mar 01The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2025The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on the Company's ordinary shares of 5.6110477936 pence each (ISIN GB00BP0RGD03) ('Shares') on 28 March 2025 to shareholders on the Company's register of members at the close of business on 7 March 2025. The ex-dividend date is 6 March 2025.
Recent Insider Transactions • Nov 04Independent Non-Executive Director recently bought €573k worth of stockOn the 31st of October, William Jackson bought around 11k shares on-market at roughly €51.81 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €14m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Oct 04CFO & Executive Director recently sold €2.4m worth of stockOn the 30th of September, Richard Stearn sold around 42k shares on-market at roughly €57.06 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. This was Richard's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 02Upcoming dividend of UK£1.74 per shareEligible shareholders must have bought the stock before 09 September 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%).
Recent Insider Transactions • Aug 21CEO & Executive Director recently sold €12m worth of stockOn the 16th of August, Rob Perrins sold around 200k shares on-market at roughly €61.58 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months.
お知らせ • Aug 05The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024. Location: the offices of herbert smith freehills llp, exchange house, primrose street, ec2a 2eg, london United Kingdom
Reported Earnings • Aug 04Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023)Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Jul 18+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2025 Results on Jun 25, 2025The Berkeley Group Holdings plc announced that they will report fiscal year 2025 results on Jun 25, 2025
Buy Or Sell Opportunity • Jul 01Now 8.6% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to €54.15. The fair value is estimated to be €59.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 0.03% per annum. Earnings are forecast to decline by 4.4% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €55.55. The fair value is estimated to be €70.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 0.9% per annum over the same time period.
Reported Earnings • Jun 20Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023)Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat.
お知らせ • Jun 19the Berkeley Group Holdings plc Announces Interim Dividend, Payable on July 26, 2024The Berkeley Group Holdings plc announced an interim dividend of 33.00 pence per share (£34.9 million) to be paid on 26 July 2024. The Company announces a correction to the ex-dividend date to June 27, 2024 against previously announced: June 28, 202 and the record date to June 28, 2024.
Declared Dividend • Mar 03First half dividend of UK£0.33 announcedShareholders will receive a dividend of UK£0.33. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.8% over the next 3 years. However, it would need to fall by 85% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Mar 01The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2024The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on 28 March 2024 to shareholders on the Company's register of members at close of business on 8 March 2024. The ex-dividend date is 7 March 2024.
Reported Earnings • Dec 09First half 2024 earnings released: EPS: UK£1.98 (vs UK£2.01 in 1H 2023)First half 2024 results: EPS: UK£1.98 (down from UK£2.01 in 1H 2023). Revenue: UK£1.19b (flat on 1H 2023). Net income: UK£211.5m (down 4.6% from 1H 2023). Profit margin: 18% (in line with 1H 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
お知らせ • Aug 10The Berkeley Group Holdings plc Declares an Interim Dividend, Payable on 8 September 2023The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 59.30 pence per share will be paid on 8 September 2023 to shareholders on the Company's register of members at close of business on 18 August 2023. The ex-dividend date is 17 August 2023.
お知らせ • Jun 30+ 1 more updateThe Berkeley Group Holdings plc to Report Fiscal Year 2024 Results on Jun 26, 2024The Berkeley Group Holdings plc announced that they will report fiscal year 2024 results on Jun 26, 2024
New Risk • Jun 23New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jun 21Full year 2023 earnings released: EPS: UK£4.27 (vs UK£4.18 in FY 2022)Full year 2023 results: EPS: UK£4.27. Revenue: UK£2.55b (up 8.6% from FY 2022). Net income: UK£465.7m (down 3.5% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.7%.
お知らせ • Jun 21the Berkeley Group Holdings plc Announces Board ChangesBerkeley announces that Sir John Armitt, Diana Brightmore-Armour and Andy Myers will step down from the Board and retire as Non-executive Directors of the Company at the conclusion of the Company's 2023 Annual General Meeting on 8 September 2023 ("2023 AGM"), each having passed nine years' service on the Board, in line with best corporate governance practice. The Company has decided to take this opportunity to streamline the Board by reducing its size and so will not be replacing the departing Non-executive Directors. In addition, three Executive Directors, Justin Tibaldi, Paul Vallone and Karl Whiteman will also step down from the Board of The Berkeley Group Holdings plc at the end of the 2023 AGM, ensuring compliance with all aspects of Board composition under the UK Corporate Governance Code and Listing Rule 9.8.6R(9)(a). They will remain in their current operational roles and members of the Board of the Company's immediate subsidiary, The Berkeley Group plc, with Rob Perrins and Richard Stearn, the Group's CEO and CFO. The retirements of the Non-executive Directors will result in the following changes to Board and Committee composition, to take effect from the conclusion of the 2023 AGM: Rachel Downey will replace Diana Brightmore-Armour as Senior Independent Director; Andy Kemp will replace Andy Myers as Chairman of the Audit Committee; Natasha Adams will replace Andy Kemp as Chair of the Remuneration Committee; William Jackson will join the Remuneration Committee; and Natasha Adams and Andy Kemp will join the Nomination Committee. Following these changes, the Board will comprise an independent Non-executive Chairman, two Executive Directors and six Non-executive Directors. The Board size will therefore be reduced from fifteen to nine.
Recent Insider Transactions • Jan 13Insider recently bought €90k worth of stockOn the 10th of January, Natasha Adams bought around 2k shares on-market at roughly €46.29 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.0m more in shares than they have sold in the last 12 months.
お知らせ • Dec 11The Berkeley Group Holdings plc Provides Earnings Guidance for the Year Ending April 30, 2023The Berkeley Group Holdings plc provided earnings guidance for the year ending April 30, 2023. The company is on target to deliver approximately GBP 600 million of pretax profits for the year ending April 30, 2023. This is unchanged since the start of the year 2022. The company is targeting pretax profits of at least GBP 1.05 billion for the following 2 years as it match delivery to the prevailing market conditions.
Reported Earnings • Dec 10First half 2023 earnings released: EPS: UK£2.01 (vs UK£2.02 in 1H 2022)First half 2023 results: EPS: UK£2.01 (down from UK£2.02 in 1H 2022). Revenue: UK£1.20b (down 1.6% from 1H 2022). Net income: UK£221.7m (down 7.5% from 1H 2022). Profit margin: 19% (down from 20% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Dec 07+ 1 more updateThe Berkeley Group Holdings plc, Annual General Meeting, Sep 08, 2023The Berkeley Group Holdings plc, Annual General Meeting, Sep 08, 2023.
お知らせ • Nov 17The Berkeley Group Holdings plc Announces Executive ChangesThe Berkeley Group Holdings plc announced the following changes in Board Committee composition have been made: Sarah Sands, Non-executive Director, has been appointed as a member of the Audit Committee; Rachel Downey, Non-executive Director, has been appointed as a member of the Nomination Committee; Sir John Armitt, Non-executive Director, has stepped down as a member of the Nomination Committee. All the above changes are effective immediately.
Buying Opportunity • Nov 02Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €49.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.2%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is forecast to decline by 5.9% per annum over the same time period.
お知らせ • Sep 07The Berkeley Group Holdings plc Announces Board and Committee ChangesThe Berkeley Group Holdings plc advised that Glyn Barker stepping down as Non-executive Director and Chairman of the Board, Chairman and member of the Nomination Committee and a member of the Remuneration Committee at the conclusion of the Company's Annual General Meeting earlier September 6, 2022, Michael Dobson has been appointed as Chairman of the Company and of the Nomination Committee and as a member of the Remuneration Committee. Additionally, Natasha Adams has been appointed as a member of the Remuneration Committee. The changes are effective immediately.
お知らせ • Aug 11The Berkeley Group Holdings plc Declares Interim Dividend, Payable on September 9, 2022The Berkeley Group Holdings plc announced that an interim dividend of 21.25 pence per share will be paid on 9 September 2022 to shareholders on the Company's register of members at close of business on 19 August 2022. The ex-dividend date is 18 August 2022.
Recent Insider Transactions • Jun 25Independent Non-Executive Chairman recently bought €84k worth of stockOn the 22nd of June, Glyn Barker bought around 2k shares on-market at roughly €43.28 per share. This was the largest purchase by an insider in the last 3 months. Glyn has been a buyer over the last 12 months, purchasing a net total of €214k worth in shares.
Reported Earnings • Jun 23Full year 2022 earnings released: EPS: UK£4.18 (vs UK£3.67 in FY 2021)Full year 2022 results: EPS: UK£4.18 (up from UK£3.67 in FY 2021). Revenue: UK£2.35b (up 6.6% from FY 2021). Net income: UK£482.4m (up 14% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.7%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jun 08The Berkeley Group Holdings plc Appoints Michael Dobson as Non-Executive Chairman and Chairman of the Nomination CommitteeThe Board of Berkeley announced that Michael Dobson will be appointed as the next Chairman of the Company. Michael joins the Board and the Nomination Committee as an Independent Non-Executive Director. He will assume the role of Non-Executive Chairman of the Company and Chairman of the Nomination Committee following the Company's Annual General Meeting on 6 September 2022 when, as anticipated, Glyn Barker, the current Chairman, will step down from the Board. Glyn was appointed Chairman in July 2020 for a period of two years to oversee the transition of the Board on the passing of the Company's founder and previous Chairman, Tony Pidgley.Michael Dobson has extensive leadership, corporate and financial experience. He recently stepped down as Chairman of Schroders plc after six years, following a distinguished and successful executive career in the City spanning over 40 years, during which he held leadership positions at Deutsche Bank and Morgan Grenfell, as well as Schroders.
お知らせ • May 31The Berkeley Group Holdings plc Announces Change of DirectorThe Berkeley Group Holdings plc announced that Glyn, Non-Executive Chairman will step down at or before the 2022 Annual General Meeting of the Company.Glyn Barker, Non-Executive Chairman of The Berkeley Group Holdings plc, has been appointed a Non-Executive Director of Quilter plc with effect from 1 June 2022 and will become Chair, subject to regulatory approval, effective from 7 September 2022.
Buying Opportunity • Feb 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£57.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% per annum over the last 3 years. Earnings per share has declined by 16% per annum over the last 3 years.
お知らせ • Feb 01The Berkeley Group Holdings plc Appoints Natasha Adams as Non-Executive DirectorBerkeley announced the appointment of Natasha Adams as a Non-Executive Director of the Company. Natasha, who joins the Board on 1 February 2022, is currently Group Chief People Officer of Tesco PLC, a position she has held since 2018, and is a member of the Executive Committee. Natasha is a Trustee of the Tesco Pension Scheme and of the Institute of Grocery & Distribution and a Steering Committee Member of Movement to Work. She additionally sits on Tesco's Cybersecurity Committee and its Privacy & Data Committee. Natasha is a Chartered Companion of CIPD and advises both the Tesco Board and the Remuneration and Nominations & Governance Committees on remuneration, succession planning and recruitment.
Reported Earnings • Dec 09First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: UK£2.02 (up from UK£1.62 in 1H 2021). Revenue: UK£1.22b (up 36% from 1H 2021). Net income: UK£239.8m (up 28% from 1H 2021). Profit margin: 20% (down from 21% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 14% compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Executive Departure • Sep 08Independent Non-Executive Director Alison Nimmo has left the companyOn the 3rd of September, Alison Nimmo's tenure as Independent Non-Executive Director ended after 10.0 years in the role. As of June 2021, Alison still personally held 1.85k shares (€108k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.
Executive Departure • Sep 08Independent Non-Executive Director Man-Kiu Li has left the companyOn the 3rd of September, Man-Kiu Li's tenure as Independent Non-Executive Director ended after 8.0 years in the role. As of June 2021, Man-Kiu still personally held 18.47k shares (€1.1m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.
Executive Departure • Sep 07Independent Non-Executive Director Peter Vernon has left the companyOn the 3rd of September, Peter Vernon's tenure as Independent Non-Executive Director ended after 4.0 years in the role. As of June 2021, Peter still personally held 2.00k shares (€117k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years.
お知らせ • Sep 02Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG).Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG) on August 31, 2021. The acquisition is conditional on receipt of planning consent. Allsop LLP acted as broker to Land Securities Group plc. Cushman & Wakefield acted as broker to The Berkeley Group Holdings plc.
Upcoming Dividend • Aug 30Upcoming dividend of UK£3.71 per shareEligible shareholders must have bought the stock before 06 September 2021. Payment date: 17 September 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 02Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jul 18CEO & Executive Director recently bought €1.7m worth of stockOn the 16th of July, Rob Perrins bought around 31k shares on-market at roughly €53.96 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rob has been a net seller over the last 12 months, reducing personal holdings by €11m.
Reported Earnings • Jun 25Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Mar 02The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021.
Recent Insider Transactions • Feb 19Executive Director recently sold €344k worth of stockOn the 17th of February, Sean Ellis sold around 7k shares on-market at roughly €49.67 per share. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Executive Departure • Feb 03Independent Non-Executive Director has left the companyOn the 31st of January, Veronica Wadley's tenure as Independent Non-Executive Director ended after 9.1 years in the role. As of September 2020, Veronica personally held 2.00k shares (€92k worth at the time). Veronica is the only executive to leave the company over the last 12 months.
Recent Insider Transactions • Jan 09CEO & Executive Director recently sold €12m worth of stockOn the 8th of January, Rob Perrins sold around 229k shares on-market at roughly €52.56 per share. This was the largest sale by an insider in the last 3 months. Rob has been a seller over the last 12 months, reducing personal holdings by €13m.
お知らせ • Jan 06Berkeley Group Announces Management ChangesBerkeley Group has appointed three new non-executive directors following the retirement of two board members. The upmarket housebuilder told investors Baroness Fleet, Veronica Wadley, would be retiring from the board following the previously announced departure of Adrian Li. The three new appointments are William Jackson, Elizabeth Adekunle and Andy Kemp. William Jackson, who will join the board 5 January 2021, is managing partner of private equity giant Bridgepoint, and has served on a wide range of UK and international boards. He recently announced his departure as senior independent director of British Land and leaves its board on 31 March. He will join the nomination committee on his appointment.Adekunle, who also joins the board 5 January 2021, is Archdeacon of Hackney for the Diocese of London. She currently sits on various bodies within the Metropolitan Police and regional police forces advising on ethical and diversity matters and chairs the monuments and plaques committee of St Paul’s Cathedral. Kemp is a senior partner at PwC in London and will join the board on 1 July following his retirement from the advisory firm. He currently chairs PwC’s non-executive director advisory programme and was previously a member of the audit and risk assurance executive board. He will join Berkeley’s audit committee on his appointment.
お知らせ • Jan 05William Jackson Joins the Board of the Berkeley Group Holdings plcThe British Land Company PLC announced that William Jackson has joined the Board of the Berkeley Group Holdings plc.
Reported Earnings • Dec 05First half 2021 earnings released: EPS UK£1.50The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£895.9m (down 3.8% from 1H 2020). Net income: UK£187.7m (down 16% from 1H 2020). Profit margin: 21% (down from 24% in 1H 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Oct 15CEO & Executive Director recently sold €792k worth of stockOn the 12th of October, Rob Perrins sold around 16k shares on-market at roughly €49.37 per share. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months.
Is New 90 Day High Low • Sep 25New 90-day low: €44.16The company is down 7.0% from its price of €47.65 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.52 per share.