Taylor Wimpey（TWW）株式概要テーラー・ウィンペイplcは、英国およびスペインで住宅建設会社として事業を展開している。 詳細TWW ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績0/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より65%で取引されている 収益は年間20.67%増加すると予測されています リスク分析9.58%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 利益率(2.6%)は昨年より低い(6.5%) 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るTWW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.9319.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue UK£4.6bEarnings UK£121.2mAdvancedSet Fair ValueView all narrativesTaylor Wimpey plc 競合他社Hugo BossSymbol: XTRA:BOSSMarket cap: €2.7bEinhell GermanySymbol: XTRA:EINMarket cap: €800.6mtoniesSymbol: DB:TNIEMarket cap: €1.4bKB HomeSymbol: NYSE:KBHMarket cap: US$3.4b価格と性能株価の高値、安値、推移の概要Taylor Wimpey過去の株価現在の株価UK£0.9352週高値UK£1.4352週安値UK£0.86ベータ1.311ヶ月の変化5.18%3ヶ月変化-11.39%1年変化-34.94%3年間の変化-26.45%5年間の変化-51.81%IPOからの変化-37.97%最新ニュースお知らせ • Jun 09Taylor Wimpey PLC Announces Clodagh Moriarty's Intention to Step Down from the BoardTaylor Wimpey PLC announced that Clodagh Moriarty, independent Non Executive Director, had notified the Company of her intention to step down from the Board to focus on her role as Chief Executive of Dunelm Group PLC. Clodagh's leaving date will be announced in due course. A search process for Clodagh's replacement was underway to ensure that the Board continued to hold the most appropriate balance of skills and expertise.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027お知らせ • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).お知らせ • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdomお知らせ • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.最新情報をもっと見るRecent updatesお知らせ • Jun 09Taylor Wimpey PLC Announces Clodagh Moriarty's Intention to Step Down from the BoardTaylor Wimpey PLC announced that Clodagh Moriarty, independent Non Executive Director, had notified the Company of her intention to step down from the Board to focus on her role as Chief Executive of Dunelm Group PLC. Clodagh's leaving date will be announced in due course. A search process for Clodagh's replacement was underway to ensure that the Board continued to hold the most appropriate balance of skills and expertise.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027お知らせ • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).お知らせ • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdomお知らせ • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.お知らせ • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Indexお知らせ • Jul 31+ 1 more updateTaylor Wimpey plc Revises Earnings Guidance for the Year 2025Taylor Wimpey plc revised earnings guidance for the year 2025. The company revised full year group operating profit guidance from GBP 444 million to approximately GBP 424 million, and this reflects the one-off nature of the charge.お知らせ • May 02Taylor Wimpey plc Reiterates Earnings Guidance for the Year 2025Taylor Wimpey plc reiterated earnings guidance for the year 2025. The company continues to expect 2025 Group operating profit to be in line with previous guidance. The company expects to deliver approximately 45% of full year volume in the first half, as previously guided.お知らせ • Mar 12+ 1 more updateTaylor Wimpey plc to Report Fiscal Year 2025 Results on Mar 04, 2026Taylor Wimpey plc announced that they will report fiscal year 2025 results on Mar 04, 2026お知らせ • Mar 02Taylor Wimpey plc Proposes Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on 9 May 2025Taylor Wimpey plc proposed final ordinary dividend for the year ended December 31, 2024. Subject to shareholder approval at the AGM scheduled for 30 April 2025, the 2024 final ordinary dividend of 4.66 pence per share will be paid on 9 May 2025 to shareholders on the register at the close of business on 28 March 2025 (2023 final dividend: 4.79 pence per share). In combination with the 2024 interim dividend of 4.80 pence per share this gives total ordinary dividends for the year of 9.46 pence per share (2023 ordinary dividend: 9.58 pence per share). The dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.お知らせ • Nov 22Taylor Wimpey plc Announces Board and Committee ChangesTaylor Wimpey plc announced that, after just over nine years as an independent Non Executive Director, Humphrey Singer will stand down from the Board with effect from 31 December 2024 at the end of his nine year term as a Non Executive Director. Prior to this, he will step down as the Company's Senior Independent Director and as a member of the Audit Committee on 1 December 2024. Lord Jitesh Gadhia, independent Non Executive Director, will succeed Humphrey as the Senior Independent Director. Following his appointment to the Board in March 2021, Jitesh has chaired the Board's Remuneration Committee since 26 April 2022 and also led the Company's search process for a new Chair in 2022. The Company is delighted to announce that Martyn Coffey will join the Board as an independent Non Executive Director with effect from 1 December 2024. Martyn will become a member of the Audit and Nomination and Governance Committees on appointment. Martyn brings a wealth of experience in the area of manufacturing for the building industry and of supply chains, having previously been the CEO of Marshalls Plc for over ten years and a Non Executive Director of Eurocell Plc for eight years. There are no other disclosures to be made under Listing Rule 6.4.8(1).Upcoming Dividend • Oct 03Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 15 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).Declared Dividend • Aug 02First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 10th October 2024 Payment date: 15th November 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 30% 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 53% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.021 (vs UK£0.05 in 1H 2023)First half 2024 results: EPS: UK£0.021 (down from UK£0.05 in 1H 2023). Revenue: UK£1.52b (down 7.3% from 1H 2023). Net income: UK£73.0m (down 59% from 1H 2023). Profit margin: 4.8% (down from 11% in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jul 31+ 2 more updatesTaylor Wimpey plc Declares Interim Dividend for the First Half Ended June 30, 2024, Payable on 15 November 2024The board of directors of Taylor Wimpey plc has declared that a 2024 interim dividend of 4.80 pence per share for the first half ended June 30, 2024 (first half 2023: 4.79 pence per share) is to be paid on 15 November 2024 to shareholders on the register at the close of business on 11 October 2024.お知らせ • May 29Persimmon Reportedly Eyes CalaPersimmon Plc (LSE:PSN) is considering making a GBP-1-billion (USD 1.28 billion/EUR 1.18 billion) takeover offer for local rival Cala Group (CALA Group (Holdings) Limited), which is owned by insurance and financial services provider Legal & General Group Plc (LON:LGEN), Sky News reported citing sources. The deadline for submitting bids is allegedly this week. According to insiders, cited by the media, Persimmon stands a big chance of winning the auction for Cala, whose homes have a considerably higher average sale price compared to those of Persimmon. Other potential bidders include local homebuilders Taylor Wimpey plc (LSE:TW.) and Avant Homes, according to analysts quoted by the media.お知らせ • Apr 28+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 30, 2025Taylor Wimpey plc, Annual General Meeting, Apr 30, 2025.お知らせ • Apr 24Taylor Wimpey plc Announces Final Dividend, Payable on May 10, 2024Taylor Wimpey plc announced final dividend of 4.79p per share will be paid to shareholders on May 10, 2024 (2022 final dividend: 4.78 pence per share), meaning that will have returned a total 9.58p per share or GBP 339 million to shareholders via the 2023 dividend.Upcoming Dividend • Mar 21Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).Declared Dividend • Mar 01Final dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 28th March 2024 Payment date: 10th May 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (276% cash payout ratio). The dividend has increased by an average of 31% 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 7.7% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 29Taylor Wimpey plc Recommends Final Dividend for the Year Ended 31 December 2023, Payable on 10 May 2024The directors of Taylor Wimpey plc recommend a final dividend for the year ended 31 December 2023 of 4.79 pence per share (2022: 4.78 pence per share) subject to shareholder approval at the Annual General Meeting, with an equivalent final dividend charge of c.£169 million based on the number of shares in issue at the end of the year (2022: £168.8 million). The final dividend will be paid on 10 May 2024 to all shareholders registered at the close of business on 2 April 2024.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: UK£0.099 (vs UK£0.18 in FY 2022)Full year 2023 results: EPS: UK£0.099 (down from UK£0.18 in FY 2022). Revenue: UK£3.51b (down 21% from FY 2022). Net income: UK£349.0m (down 46% from FY 2022). Profit margin: 9.9% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% 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 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Taylor Wimpey plc Revises Group Earnings Guidance for the Year Ended 31 December 2023Taylor Wimpey plc revised group earnings guidance for the year ended 31 December 2023. The company continue to expect full year group operating profit to be at the top end of its guidance range of £440 million to £470 million.お知らせ • Nov 09Taylor Wimpey plc Provides Earnings Guidance for the Year 2023Taylor Wimpey plc provided earnings guidance for the year 2023. The company continue to expect to deliver full-year 2023 UK volumes in the range of 10,000 to 10,500 homes, and due to focus on optimising price and sharp cost discipline, the company now expect Group operating profit to be at the top end of guidance range of £440 million to £470 million.Upcoming Dividend • Oct 05Upcoming dividend of UK£0.048 per share at 8.5% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.4%).お知らせ • Aug 04Taylor Wimpey plc Declares Interim Dividend for the Year 2023, Payable on November 17, 2023Taylor Wimpey plc's Board has declared that a 2023 interim dividend of 4.79 pence per share is to be paid on 17 November 2023 to shareholders on the register at the close of business on 13 October 2023.Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.05 (vs UK£0.072 in 1H 2022)First half 2023 results: EPS: UK£0.05 (down from UK£0.072 in 1H 2022). Revenue: UK£1.64b (down 21% from 1H 2022). Net income: UK£175.7m (down 33% from 1H 2022). Profit margin: 11% (down from 13% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024.お知らせ • Jun 30+ 1 more updateTaylor Wimpey plc to Report First Half, 2024 Results on Jul 31, 2024Taylor Wimpey plc announced that they will report first half, 2024 results on Jul 31, 2024Upcoming Dividend • Mar 23Upcoming dividend of UK£0.048 per share at 8.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.1%).Recent Insider Transactions • Mar 06Senior Independent Director recently bought €284k worth of stockOn the 2nd of March, Robert Noel bought around 216k shares on-market at roughly €1.32 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €342k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.18 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.18 (up from UK£0.15 in FY 2021). Revenue: UK£4.42b (up 3.2% from FY 2021). Net income: UK£643.6m (up 16% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Jan 13Taylor Wimpey plc Provides Earnings Guidance for Third Quarter 2022, 2022 and 2023Taylor Wimpey plc provided earnings guidance for third quarter 2022, 2022, 2023. For the period, sales remain significantly below levels seen prior to the rise in mortgage rates in Third Quarter 2022.Company expect to report 2022 full year operating profit in line with expectations.For 2023 with a lower private order book than in recent years and company expect overall volumes to reduce in 2023.お知らせ • Dec 16Taylor Wimpey plc Announces Board Changes, Effective 27 April 2023Taylor Wimpey plc announced that Irene Dorner will be stepping down from her role as Chair of the Board, for personal family reasons, at the conclusion of the 2023 Annual General Meeting (AGM) on 27 April 2023. Irene will stay on the Board as a Non Executive Director following the conclusion of the AGM. She will be succeeded as Chair by Robert Noel, currently the Company's Senior Independent Director. His appointment follows a thorough search process which considered both internal and external candidates. Rob joined the Board as an independent Non Executive Director in October 2019 and subsequently became the Senior Independent Director in April 2020. He has over 30 years' experience in the property sector, including eight years as the CEO of Land Securities Group PLC. Rob is also Chair of Hammerson plc.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 06Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 9.6%. Within top quartile of German dividend payers (5.4%). Higher than average of industry peers (4.3%).Reported Earnings • Aug 04First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£235.8m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Aug 04+ 1 more updateTaylor Wimpey plc Declares 2022 Interim Dividend, Payable on 18 November 2022The Board of Taylor Wimpey plc has declared that a 2022 interim dividend of 4.62 pence per share is to be paid on 18 November 2022 to shareholders on the register at the close of business on 14 October 2022. The 2022 interim dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 08+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 27, 2023Taylor Wimpey plc, Annual General Meeting, Apr 27, 2023.Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 26Taylor Wimpey plc Provides Earnings Guidance for the Year 2022Taylor Wimpey plc provided earnings guidance for the year 2022. For the period, the company expects operating profit margin of 21-22%.お知らせ • May 20Taylor Wimpey Appoints Mark Castle and Clodagh Moriarty as Independent Non Executive Directors with Effect from 1 June 2022Taylor Wimpey plc announced that Mark Castle and Clodagh Moriarty will be appointed as Independent Non Executive Directors with effect from 1 June 2022. On her appointment to the Board, Clodagh will also become a member of the Nomination and Governance Committee.お知らせ • Apr 26Taylor Wimpey plc Recommends Final Dividend for 2021Taylor Wimpey plc intends to pay a 2021 final ordinary dividend of 4.44 pence per share on 13 May 2022 (2020 final dividend: 4.14 pence per share), subject to shareholder approval at AGM, and a 2022 interim dividend of c.4.44 pence per share in November, in line with Ordinary Dividend Policy to return c.7.5% of net assets annually, in two equal instalments.Upcoming Dividend • Mar 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.063 in FY 2020). Revenue: UK£4.28b (up 54% from FY 2020). Net income: UK£555.5m (up 156% from FY 2020). Profit margin: 13% (up from 7.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Feb 26Taylor Wimpey plc to Report First Half, 2022 Results on Aug 03, 2022Taylor Wimpey plc announced that they will report first half, 2022 results on Aug 03, 2022お知らせ • Feb 08Taylor Wimpey plc Appoints Jennie Daly as CEO, Effective 26 April 2022Following the announcement on 8 December 2021 that Pete Redfern will be stepping down as CEO of the company after more than 14 years of outstanding service in the role, the Board is delighted to announced that Jennie Daly has been appointed as CEO, effective from the conclusion of the Annual General Meeting on 26 April 2022. The appointment follows a thorough recruitment and selection process, led by the Nomination and Governance Committee of the Board, that considered a long list of industry and non-industry candidates, along with extensive consultation with shareholders. Jennie Daly is currently Group Operations Director of Taylor Wimpey and a member of the Board of Directors. In her current role, Jennie oversees Taylor Wimpey's land, planning, design, technical, sustainability, production and supply chain functions, as well as managing the Taylor Wimpey Logistics business. She has almost 30 years of experience in the housebuilding and land and planning industries, with excellent relationships across all stakeholders. Jennie joined Taylor Wimpey in 2014 from Redrow Plc where she was Managing Director of its Harrow Estates business and, prior to that, was Group Land Manager at Westbury Plc. Her early career was in local authority and council planning roles in Macclesfield and Blackpool. Jennie is also a Non Executive Director of the Peabody Trust and of the New Homes Quality Board Limited.お知らせ • Jan 31Taylor Wimpey plc Announces Executive ChangesTaylor Wimpey announces that Angela Knight and Gwyn Burr will be retiring from the Board of Directors on 26 April 2022 in light of upcoming changes to their commitments on other Boards. The Board also confirmed that Lord Jitesh Gadhia, who has been an Independent Non Executive Director since March 2021, will assume the role of Chair of the Remuneration Committee and Robert Noel, Senior Independent Director, will join the Remuneration Committee and take on the role of the Board's Employee Champion, following the conclusion of the AGM. Jitesh has extensive remuneration committee experience and serves as Chair of the Remuneration Committee of Compare The Market Limited.お知らせ • Dec 13Elliott Management Provides Information to the ShareholdersOn December 12, 2021, Elliott Management Corporation called for an external chief executive to be appointed to remedy its long-term underperformance and regain credibility with investors. Elliott said an experienced operator was now required to lead the company. Elliott’s interest in the Company has sparked a wave of speculation at senior levels in the housebuilding sector that Fairburn - who famously accepted a £75‰million bonus in 2018 and was later ousted over the fiasco - could be parachuted in to run the firm or take another board role. Such a move by Fairburn - dubbed Moneybags and condemned by shareholders - would, without doubt, be highly controversial. Elliott also called for 2 new independent directors with industry experience to be appointed. City sources speculated that Elliott's ultimate goal could be to force Taylor Wimpey s board to sell off parts of its lucrative land bank.お知らせ • Dec 12+ 1 more updateElliott Advisors Sends a Letter to Taylor WimpeyOn December 10, 2021, Elliott Advisors announced that the purpose of its letter is to share its perspectives on the opportunity at Taylor Wimpey. Elliott Advisors stated that it is making these perspectives public in light of news reports regarding its views on the Company, which have left current and prospective the Company shareholders with incomplete information. Elliott Advisors hopes that to foster a broad-based dialogue with market participants to form a consensus on the best path forward for the Company and its shareholders given the transition underway in the Company's executive leadership. In addition, to give the next CEO the best chances of success, it believes the Company's Board should be enhanced with the addition of at least 2 new independent directors and the formation of a new committee of the Board to advise on operations. Taylor Wimpey's Board currently lacks homebuilding experience - a critical deficit given that homebuilding is a specialized industry. Further, given that the Company's historical challenges and future opportunities are primarily operational in nature, it believes that the formation of an operations committee of the Board would help oversee management's initiatives to drive operational efficiencies.Upcoming Dividend • Sep 30Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.065 (vs UK£0.01 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.20b (up 191% from 1H 2020). Net income: UK£235.8m (up UK£267.3m from 1H 2020). Profit margin: 11% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS UK£0.063 (vs UK£0.21 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 26Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 14 May 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.2%).Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 46%, compared to a 8.2% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Feb 16New 90-day high: €1.95The company is up 7.0% from its price of €1.82 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.36 per share.お知らせ • Dec 20Taylor Wimpey plc Announces Executive Appointment, Effective March 1, 2021Taylor Wimpey plc announced that Scilla Grimble and Lord Jitesh Gadhia will be appointed as Independent Non Executive Directors with effect from 1 March 2021. Scilla has over 15 years' executive experience in the corporate finance and retail sectors, having held senior roles at UBS, Tesco plc, Marks and Spencer plc and is currently the Chief Financial Officer at Moneysupermarket.com Group plc. Along with her significant financial and risk-related experience, Scilla also has experience of technology in a customer-facing environment and has broad property experience from her time at both Tesco and Marks & Spencer. Upon her appointment to the Board, Scilla will also become a member of the Nomination and Governance Committee and the Audit Committee. Lord Gadhia has over 20 years' executive experience, principally in the banking and private equity sector, having previously held senior roles at Blackstone Group International LLP, Barclays Capital (UK) and ABN AMRO Corporate Finance Ltd. Jitesh is currently an Independent Non Executive Director of Calisen plc, where he is also the Senior Independent Director. He is a Non Executive Director of BGL (Holdings) Limited, where he chairs the Remuneration Committee, a director of Accord Healthcare Limited and is appointed by HM Treasury to the Board of UK Government Investments Limited. Previously, Jitesh supported Sir Oliver Letwin MP in the review of the build out rate of residential homes in the UK and was an Independent Non Executive Director at UK Financial Investments Ltd. Upon his appointment to the Board, Jitesh will also become a member of the Nomination and Governance Committee and the Remuneration Committee.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.94, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 25x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 6.3%.Is New 90 Day High Low • Nov 09New 90-day high: €1.62The company is up 21% from its price of €1.34 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to UK£1.39, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total return to shareholders over the past three years is a loss of 24%.Is New 90 Day High Low • Sep 25New 90-day low: €1.10The company is down 31% from its price of €1.59 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 €2.12 per share.お知らせ • Jun 19Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million.Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 355,000,000 Price\Range: £1.45 Transaction Features: Regulation S株主還元TWWDE Consumer DurablesDE 市場7D2.4%-0.7%0.1%1Y-34.9%-11.3%4.5%株主還元を見る業界別リターン: TWW過去 1 年間で-11.3 % の収益を上げたGerman Consumer Durables業界を下回りました。リターン対市場: TWWは、過去 1 年間で4.5 % のリターンを上げたGerman市場を下回りました。価格変動Is TWW's price volatile compared to industry and market?TWW volatilityTWW Average Weekly Movement6.5%Consumer Durables Industry Average Movement4.6%Market Average Movement5.8%10% most volatile stocks in DE Market13.7%10% least volatile stocks in DE Market2.8%安定した株価: TWW 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TWWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18804,400Jennie Dalywww.taylorwimpey.co.ukテーラー・ウィンペイ plc は、英国およびスペインで住宅建設会社として事業を展開している。同社は様々な住宅やコミュニティを建設、提供している。テーラーウィンペイplcは1880年に設立され、英国のハイウィコムに本社を置いている。もっと見るTaylor Wimpey plc 基礎のまとめTaylor Wimpey の収益と売上を時価総額と比較するとどうか。TWW 基礎統計学時価総額€3.20b収益（TTM）€116.05m売上高(TTM)€4.44b27.6xPER（株価収益率0.7xP/SレシオTWW は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TWW 損益計算書（TTM）収益UK£3.84b売上原価UK£3.19b売上総利益UK£658.40mその他の費用UK£558.00m収益UK£100.40m直近の収益報告Dec 31, 2025次回決算日Jul 31, 2026一株当たり利益（EPS）0.029グロス・マージン17.13%純利益率2.61%有利子負債／自己資本比率2.1%TWW の長期的なパフォーマンスは？過去の実績と比較を見る配当金9.6%現在の配当利回り269%配当性向View Valuation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2026/06/17 11:14終値2026/06/17 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Taylor Wimpey plc 19 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。35 アナリスト機関Jonathan BellBarclaysRajesh PatkiBarclaysEmily BiddulphBarclays32 その他のアナリストを表示
お知らせ • Jun 09Taylor Wimpey PLC Announces Clodagh Moriarty's Intention to Step Down from the BoardTaylor Wimpey PLC announced that Clodagh Moriarty, independent Non Executive Director, had notified the Company of her intention to step down from the Board to focus on her role as Chief Executive of Dunelm Group PLC. Clodagh's leaving date will be announced in due course. A search process for Clodagh's replacement was underway to ensure that the Board continued to hold the most appropriate balance of skills and expertise.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027
お知らせ • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).
お知らせ • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom
お知らせ • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.
お知らせ • Jun 09Taylor Wimpey PLC Announces Clodagh Moriarty's Intention to Step Down from the BoardTaylor Wimpey PLC announced that Clodagh Moriarty, independent Non Executive Director, had notified the Company of her intention to step down from the Board to focus on her role as Chief Executive of Dunelm Group PLC. Clodagh's leaving date will be announced in due course. A search process for Clodagh's replacement was underway to ensure that the Board continued to hold the most appropriate balance of skills and expertise.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027
お知らせ • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).
お知らせ • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom
お知らせ • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.
お知らせ • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Index
お知らせ • Jul 31+ 1 more updateTaylor Wimpey plc Revises Earnings Guidance for the Year 2025Taylor Wimpey plc revised earnings guidance for the year 2025. The company revised full year group operating profit guidance from GBP 444 million to approximately GBP 424 million, and this reflects the one-off nature of the charge.
お知らせ • May 02Taylor Wimpey plc Reiterates Earnings Guidance for the Year 2025Taylor Wimpey plc reiterated earnings guidance for the year 2025. The company continues to expect 2025 Group operating profit to be in line with previous guidance. The company expects to deliver approximately 45% of full year volume in the first half, as previously guided.
お知らせ • Mar 12+ 1 more updateTaylor Wimpey plc to Report Fiscal Year 2025 Results on Mar 04, 2026Taylor Wimpey plc announced that they will report fiscal year 2025 results on Mar 04, 2026
お知らせ • Mar 02Taylor Wimpey plc Proposes Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on 9 May 2025Taylor Wimpey plc proposed final ordinary dividend for the year ended December 31, 2024. Subject to shareholder approval at the AGM scheduled for 30 April 2025, the 2024 final ordinary dividend of 4.66 pence per share will be paid on 9 May 2025 to shareholders on the register at the close of business on 28 March 2025 (2023 final dividend: 4.79 pence per share). In combination with the 2024 interim dividend of 4.80 pence per share this gives total ordinary dividends for the year of 9.46 pence per share (2023 ordinary dividend: 9.58 pence per share). The dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.
お知らせ • Nov 22Taylor Wimpey plc Announces Board and Committee ChangesTaylor Wimpey plc announced that, after just over nine years as an independent Non Executive Director, Humphrey Singer will stand down from the Board with effect from 31 December 2024 at the end of his nine year term as a Non Executive Director. Prior to this, he will step down as the Company's Senior Independent Director and as a member of the Audit Committee on 1 December 2024. Lord Jitesh Gadhia, independent Non Executive Director, will succeed Humphrey as the Senior Independent Director. Following his appointment to the Board in March 2021, Jitesh has chaired the Board's Remuneration Committee since 26 April 2022 and also led the Company's search process for a new Chair in 2022. The Company is delighted to announce that Martyn Coffey will join the Board as an independent Non Executive Director with effect from 1 December 2024. Martyn will become a member of the Audit and Nomination and Governance Committees on appointment. Martyn brings a wealth of experience in the area of manufacturing for the building industry and of supply chains, having previously been the CEO of Marshalls Plc for over ten years and a Non Executive Director of Eurocell Plc for eight years. There are no other disclosures to be made under Listing Rule 6.4.8(1).
Upcoming Dividend • Oct 03Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 15 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).
Declared Dividend • Aug 02First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 10th October 2024 Payment date: 15th November 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 30% 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 53% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.021 (vs UK£0.05 in 1H 2023)First half 2024 results: EPS: UK£0.021 (down from UK£0.05 in 1H 2023). Revenue: UK£1.52b (down 7.3% from 1H 2023). Net income: UK£73.0m (down 59% from 1H 2023). Profit margin: 4.8% (down from 11% in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 31+ 2 more updatesTaylor Wimpey plc Declares Interim Dividend for the First Half Ended June 30, 2024, Payable on 15 November 2024The board of directors of Taylor Wimpey plc has declared that a 2024 interim dividend of 4.80 pence per share for the first half ended June 30, 2024 (first half 2023: 4.79 pence per share) is to be paid on 15 November 2024 to shareholders on the register at the close of business on 11 October 2024.
お知らせ • May 29Persimmon Reportedly Eyes CalaPersimmon Plc (LSE:PSN) is considering making a GBP-1-billion (USD 1.28 billion/EUR 1.18 billion) takeover offer for local rival Cala Group (CALA Group (Holdings) Limited), which is owned by insurance and financial services provider Legal & General Group Plc (LON:LGEN), Sky News reported citing sources. The deadline for submitting bids is allegedly this week. According to insiders, cited by the media, Persimmon stands a big chance of winning the auction for Cala, whose homes have a considerably higher average sale price compared to those of Persimmon. Other potential bidders include local homebuilders Taylor Wimpey plc (LSE:TW.) and Avant Homes, according to analysts quoted by the media.
お知らせ • Apr 28+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 30, 2025Taylor Wimpey plc, Annual General Meeting, Apr 30, 2025.
お知らせ • Apr 24Taylor Wimpey plc Announces Final Dividend, Payable on May 10, 2024Taylor Wimpey plc announced final dividend of 4.79p per share will be paid to shareholders on May 10, 2024 (2022 final dividend: 4.78 pence per share), meaning that will have returned a total 9.58p per share or GBP 339 million to shareholders via the 2023 dividend.
Upcoming Dividend • Mar 21Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).
Declared Dividend • Mar 01Final dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 28th March 2024 Payment date: 10th May 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (276% cash payout ratio). The dividend has increased by an average of 31% 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 7.7% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 29Taylor Wimpey plc Recommends Final Dividend for the Year Ended 31 December 2023, Payable on 10 May 2024The directors of Taylor Wimpey plc recommend a final dividend for the year ended 31 December 2023 of 4.79 pence per share (2022: 4.78 pence per share) subject to shareholder approval at the Annual General Meeting, with an equivalent final dividend charge of c.£169 million based on the number of shares in issue at the end of the year (2022: £168.8 million). The final dividend will be paid on 10 May 2024 to all shareholders registered at the close of business on 2 April 2024.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: UK£0.099 (vs UK£0.18 in FY 2022)Full year 2023 results: EPS: UK£0.099 (down from UK£0.18 in FY 2022). Revenue: UK£3.51b (down 21% from FY 2022). Net income: UK£349.0m (down 46% from FY 2022). Profit margin: 9.9% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% 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 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Taylor Wimpey plc Revises Group Earnings Guidance for the Year Ended 31 December 2023Taylor Wimpey plc revised group earnings guidance for the year ended 31 December 2023. The company continue to expect full year group operating profit to be at the top end of its guidance range of £440 million to £470 million.
お知らせ • Nov 09Taylor Wimpey plc Provides Earnings Guidance for the Year 2023Taylor Wimpey plc provided earnings guidance for the year 2023. The company continue to expect to deliver full-year 2023 UK volumes in the range of 10,000 to 10,500 homes, and due to focus on optimising price and sharp cost discipline, the company now expect Group operating profit to be at the top end of guidance range of £440 million to £470 million.
Upcoming Dividend • Oct 05Upcoming dividend of UK£0.048 per share at 8.5% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.4%).
お知らせ • Aug 04Taylor Wimpey plc Declares Interim Dividend for the Year 2023, Payable on November 17, 2023Taylor Wimpey plc's Board has declared that a 2023 interim dividend of 4.79 pence per share is to be paid on 17 November 2023 to shareholders on the register at the close of business on 13 October 2023.
Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.05 (vs UK£0.072 in 1H 2022)First half 2023 results: EPS: UK£0.05 (down from UK£0.072 in 1H 2022). Revenue: UK£1.64b (down 21% from 1H 2022). Net income: UK£175.7m (down 33% from 1H 2022). Profit margin: 11% (down from 13% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024.
お知らせ • Jun 30+ 1 more updateTaylor Wimpey plc to Report First Half, 2024 Results on Jul 31, 2024Taylor Wimpey plc announced that they will report first half, 2024 results on Jul 31, 2024
Upcoming Dividend • Mar 23Upcoming dividend of UK£0.048 per share at 8.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.1%).
Recent Insider Transactions • Mar 06Senior Independent Director recently bought €284k worth of stockOn the 2nd of March, Robert Noel bought around 216k shares on-market at roughly €1.32 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €342k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.18 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.18 (up from UK£0.15 in FY 2021). Revenue: UK£4.42b (up 3.2% from FY 2021). Net income: UK£643.6m (up 16% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Jan 13Taylor Wimpey plc Provides Earnings Guidance for Third Quarter 2022, 2022 and 2023Taylor Wimpey plc provided earnings guidance for third quarter 2022, 2022, 2023. For the period, sales remain significantly below levels seen prior to the rise in mortgage rates in Third Quarter 2022.Company expect to report 2022 full year operating profit in line with expectations.For 2023 with a lower private order book than in recent years and company expect overall volumes to reduce in 2023.
お知らせ • Dec 16Taylor Wimpey plc Announces Board Changes, Effective 27 April 2023Taylor Wimpey plc announced that Irene Dorner will be stepping down from her role as Chair of the Board, for personal family reasons, at the conclusion of the 2023 Annual General Meeting (AGM) on 27 April 2023. Irene will stay on the Board as a Non Executive Director following the conclusion of the AGM. She will be succeeded as Chair by Robert Noel, currently the Company's Senior Independent Director. His appointment follows a thorough search process which considered both internal and external candidates. Rob joined the Board as an independent Non Executive Director in October 2019 and subsequently became the Senior Independent Director in April 2020. He has over 30 years' experience in the property sector, including eight years as the CEO of Land Securities Group PLC. Rob is also Chair of Hammerson plc.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 06Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 9.6%. Within top quartile of German dividend payers (5.4%). Higher than average of industry peers (4.3%).
Reported Earnings • Aug 04First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£235.8m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 04+ 1 more updateTaylor Wimpey plc Declares 2022 Interim Dividend, Payable on 18 November 2022The Board of Taylor Wimpey plc has declared that a 2022 interim dividend of 4.62 pence per share is to be paid on 18 November 2022 to shareholders on the register at the close of business on 14 October 2022. The 2022 interim dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.
Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 08+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 27, 2023Taylor Wimpey plc, Annual General Meeting, Apr 27, 2023.
Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 26Taylor Wimpey plc Provides Earnings Guidance for the Year 2022Taylor Wimpey plc provided earnings guidance for the year 2022. For the period, the company expects operating profit margin of 21-22%.
お知らせ • May 20Taylor Wimpey Appoints Mark Castle and Clodagh Moriarty as Independent Non Executive Directors with Effect from 1 June 2022Taylor Wimpey plc announced that Mark Castle and Clodagh Moriarty will be appointed as Independent Non Executive Directors with effect from 1 June 2022. On her appointment to the Board, Clodagh will also become a member of the Nomination and Governance Committee.
お知らせ • Apr 26Taylor Wimpey plc Recommends Final Dividend for 2021Taylor Wimpey plc intends to pay a 2021 final ordinary dividend of 4.44 pence per share on 13 May 2022 (2020 final dividend: 4.14 pence per share), subject to shareholder approval at AGM, and a 2022 interim dividend of c.4.44 pence per share in November, in line with Ordinary Dividend Policy to return c.7.5% of net assets annually, in two equal instalments.
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.063 in FY 2020). Revenue: UK£4.28b (up 54% from FY 2020). Net income: UK£555.5m (up 156% from FY 2020). Profit margin: 13% (up from 7.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 26Taylor Wimpey plc to Report First Half, 2022 Results on Aug 03, 2022Taylor Wimpey plc announced that they will report first half, 2022 results on Aug 03, 2022
お知らせ • Feb 08Taylor Wimpey plc Appoints Jennie Daly as CEO, Effective 26 April 2022Following the announcement on 8 December 2021 that Pete Redfern will be stepping down as CEO of the company after more than 14 years of outstanding service in the role, the Board is delighted to announced that Jennie Daly has been appointed as CEO, effective from the conclusion of the Annual General Meeting on 26 April 2022. The appointment follows a thorough recruitment and selection process, led by the Nomination and Governance Committee of the Board, that considered a long list of industry and non-industry candidates, along with extensive consultation with shareholders. Jennie Daly is currently Group Operations Director of Taylor Wimpey and a member of the Board of Directors. In her current role, Jennie oversees Taylor Wimpey's land, planning, design, technical, sustainability, production and supply chain functions, as well as managing the Taylor Wimpey Logistics business. She has almost 30 years of experience in the housebuilding and land and planning industries, with excellent relationships across all stakeholders. Jennie joined Taylor Wimpey in 2014 from Redrow Plc where she was Managing Director of its Harrow Estates business and, prior to that, was Group Land Manager at Westbury Plc. Her early career was in local authority and council planning roles in Macclesfield and Blackpool. Jennie is also a Non Executive Director of the Peabody Trust and of the New Homes Quality Board Limited.
お知らせ • Jan 31Taylor Wimpey plc Announces Executive ChangesTaylor Wimpey announces that Angela Knight and Gwyn Burr will be retiring from the Board of Directors on 26 April 2022 in light of upcoming changes to their commitments on other Boards. The Board also confirmed that Lord Jitesh Gadhia, who has been an Independent Non Executive Director since March 2021, will assume the role of Chair of the Remuneration Committee and Robert Noel, Senior Independent Director, will join the Remuneration Committee and take on the role of the Board's Employee Champion, following the conclusion of the AGM. Jitesh has extensive remuneration committee experience and serves as Chair of the Remuneration Committee of Compare The Market Limited.
お知らせ • Dec 13Elliott Management Provides Information to the ShareholdersOn December 12, 2021, Elliott Management Corporation called for an external chief executive to be appointed to remedy its long-term underperformance and regain credibility with investors. Elliott said an experienced operator was now required to lead the company. Elliott’s interest in the Company has sparked a wave of speculation at senior levels in the housebuilding sector that Fairburn - who famously accepted a £75‰million bonus in 2018 and was later ousted over the fiasco - could be parachuted in to run the firm or take another board role. Such a move by Fairburn - dubbed Moneybags and condemned by shareholders - would, without doubt, be highly controversial. Elliott also called for 2 new independent directors with industry experience to be appointed. City sources speculated that Elliott's ultimate goal could be to force Taylor Wimpey s board to sell off parts of its lucrative land bank.
お知らせ • Dec 12+ 1 more updateElliott Advisors Sends a Letter to Taylor WimpeyOn December 10, 2021, Elliott Advisors announced that the purpose of its letter is to share its perspectives on the opportunity at Taylor Wimpey. Elliott Advisors stated that it is making these perspectives public in light of news reports regarding its views on the Company, which have left current and prospective the Company shareholders with incomplete information. Elliott Advisors hopes that to foster a broad-based dialogue with market participants to form a consensus on the best path forward for the Company and its shareholders given the transition underway in the Company's executive leadership. In addition, to give the next CEO the best chances of success, it believes the Company's Board should be enhanced with the addition of at least 2 new independent directors and the formation of a new committee of the Board to advise on operations. Taylor Wimpey's Board currently lacks homebuilding experience - a critical deficit given that homebuilding is a specialized industry. Further, given that the Company's historical challenges and future opportunities are primarily operational in nature, it believes that the formation of an operations committee of the Board would help oversee management's initiatives to drive operational efficiencies.
Upcoming Dividend • Sep 30Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.065 (vs UK£0.01 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.20b (up 191% from 1H 2020). Net income: UK£235.8m (up UK£267.3m from 1H 2020). Profit margin: 11% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS UK£0.063 (vs UK£0.21 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 26Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 14 May 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.2%).
Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 46%, compared to a 8.2% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Feb 16New 90-day high: €1.95The company is up 7.0% from its price of €1.82 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.36 per share.
お知らせ • Dec 20Taylor Wimpey plc Announces Executive Appointment, Effective March 1, 2021Taylor Wimpey plc announced that Scilla Grimble and Lord Jitesh Gadhia will be appointed as Independent Non Executive Directors with effect from 1 March 2021. Scilla has over 15 years' executive experience in the corporate finance and retail sectors, having held senior roles at UBS, Tesco plc, Marks and Spencer plc and is currently the Chief Financial Officer at Moneysupermarket.com Group plc. Along with her significant financial and risk-related experience, Scilla also has experience of technology in a customer-facing environment and has broad property experience from her time at both Tesco and Marks & Spencer. Upon her appointment to the Board, Scilla will also become a member of the Nomination and Governance Committee and the Audit Committee. Lord Gadhia has over 20 years' executive experience, principally in the banking and private equity sector, having previously held senior roles at Blackstone Group International LLP, Barclays Capital (UK) and ABN AMRO Corporate Finance Ltd. Jitesh is currently an Independent Non Executive Director of Calisen plc, where he is also the Senior Independent Director. He is a Non Executive Director of BGL (Holdings) Limited, where he chairs the Remuneration Committee, a director of Accord Healthcare Limited and is appointed by HM Treasury to the Board of UK Government Investments Limited. Previously, Jitesh supported Sir Oliver Letwin MP in the review of the build out rate of residential homes in the UK and was an Independent Non Executive Director at UK Financial Investments Ltd. Upon his appointment to the Board, Jitesh will also become a member of the Nomination and Governance Committee and the Remuneration Committee.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.94, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 25x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 6.3%.
Is New 90 Day High Low • Nov 09New 90-day high: €1.62The company is up 21% from its price of €1.34 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to UK£1.39, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total return to shareholders over the past three years is a loss of 24%.
Is New 90 Day High Low • Sep 25New 90-day low: €1.10The company is down 31% from its price of €1.59 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 €2.12 per share.
お知らせ • Jun 19Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million.Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 355,000,000 Price\Range: £1.45 Transaction Features: Regulation S
