Ninety One Group（3XH）株式概要ナインティワン・グループは、独立系グローバル・アセット・マネージャーとして世界各地で事業を展開している。 詳細3XH ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より3.3%で取引されている 収益は年間7.06%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、3XH 、リスクは検出されなかった。すべてのリスクチェックを見る3XH Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW468,992 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA468,992 investors already sharing narrativesYour Fair Value€Current Price€2.4459.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0875m2016201920222025202620282031Revenue UK£874.8mEarnings UK£206.5mAdvancedSet Fair ValueView all narrativesNinety One Group 競合他社MLPSymbol: XTRA:MLPMarket cap: €983.0mDWS Group GmbH KGaASymbol: XTRA:DWSMarket cap: €14.8bOVB HoldingSymbol: XTRA:O4BMarket cap: €276.5mErnst RussSymbol: XTRA:ERAGMarket cap: €268.2m価格と性能株価の高値、安値、推移の概要Ninety One Group過去の株価現在の株価UK£2.4452週高値UK£2.9252週安値UK£2.00ベータ0.751ヶ月の変化2.52%3ヶ月変化-3.94%1年変化16.19%3年間の変化29.79%5年間の変化-13.48%IPOからの変化-5.13%最新ニュースお知らせ • Jul 22Ninety One plc and Ninety One Limited Announce Committee ChangesNinety One plc and Ninety One Limited held their Annual General Meetings on July 22, 2026. Khumo Shuenyane, Gareth Penny, and Hendrik du Toit were elected as members of the Sustainability, Social and Ethics Committee. The company also announced election of Victoria Cochrane, Khumo Shuenyane and Charles Harman as member of Audit and Risk Committee.Upcoming Dividend • Jul 09Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 16 July 2026. Payment date: 06 August 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 78% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).Declared Dividend • Jun 06Final dividend of UK£0.074 announcedShareholders will receive a dividend of UK£0.074. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 5.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 05Ninety One Group to Report Fiscal Year 2027 Results on Jun 03, 2027Ninety One Group announced that they will report fiscal year 2027 results on Jun 03, 2027Reported Earnings • Jun 04Full year 2026 earnings released: EPS: UK£0.17 (vs UK£0.17 in FY 2025)Full year 2026 results: EPS: UK£0.17 (up from UK£0.17 in FY 2025). Revenue: UK£650.2m (up 9.4% from FY 2025). Net income: UK£153.5m (up 2.3% from FY 2025). Profit margin: 24% (down from 25% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Capital Markets industry in Germany.お知らせ • Jun 04+ 1 more updateNinety One Group Recommends Final Dividend for the Financial Year Ended March 31, 2026, Payable on August 6, 2026Ninety One Group announced that a gross final dividend of 7.4 pence per ordinary share has been recommended by the Board from income reserves in respect of the financial year ended 31 March 2026. The final dividend will be paid on 6 August 2026 to shareholders recorded in the shareholders' registers of the company on close of business 17 July 2026. Last day to trade cum-dividend: On the Johannesburg Stock Exchange ("JSE"): 14 July 2026; On the London Stock Exchange ("LSE"): 15 July 2026. Shares commence trading ex-dividend: On the JSE: 15 July 2026; On the LSE: 16 July 2026; Record date(on the JSE and LSE): 17 July 2026; Payment date(on the JSE and LSE): 6 August 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 22Ninety One plc and Ninety One Limited Announce Committee ChangesNinety One plc and Ninety One Limited held their Annual General Meetings on July 22, 2026. Khumo Shuenyane, Gareth Penny, and Hendrik du Toit were elected as members of the Sustainability, Social and Ethics Committee. The company also announced election of Victoria Cochrane, Khumo Shuenyane and Charles Harman as member of Audit and Risk Committee.Upcoming Dividend • Jul 09Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 16 July 2026. Payment date: 06 August 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 78% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).Declared Dividend • Jun 06Final dividend of UK£0.074 announcedShareholders will receive a dividend of UK£0.074. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 5.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 05Ninety One Group to Report Fiscal Year 2027 Results on Jun 03, 2027Ninety One Group announced that they will report fiscal year 2027 results on Jun 03, 2027Reported Earnings • Jun 04Full year 2026 earnings released: EPS: UK£0.17 (vs UK£0.17 in FY 2025)Full year 2026 results: EPS: UK£0.17 (up from UK£0.17 in FY 2025). Revenue: UK£650.2m (up 9.4% from FY 2025). Net income: UK£153.5m (up 2.3% from FY 2025). Profit margin: 24% (down from 25% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Capital Markets industry in Germany.お知らせ • Jun 04+ 1 more updateNinety One Group Recommends Final Dividend for the Financial Year Ended March 31, 2026, Payable on August 6, 2026Ninety One Group announced that a gross final dividend of 7.4 pence per ordinary share has been recommended by the Board from income reserves in respect of the financial year ended 31 March 2026. The final dividend will be paid on 6 August 2026 to shareholders recorded in the shareholders' registers of the company on close of business 17 July 2026. Last day to trade cum-dividend: On the Johannesburg Stock Exchange ("JSE"): 14 July 2026; On the London Stock Exchange ("LSE"): 15 July 2026. Shares commence trading ex-dividend: On the JSE: 15 July 2026; On the LSE: 16 July 2026; Record date(on the JSE and LSE): 17 July 2026; Payment date(on the JSE and LSE): 6 August 2026.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. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Charles Harman was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 16Ninety One Group to Report Q4, 2026 Results on Apr 16, 2026Ninety One Group announced that they will report Q4, 2026 results on Apr 16, 2026お知らせ • Nov 18Ninety One Group Declares an Interim Dividend for the Six Months Ended September 30, 2025, Payable on December 19, 2025Ninety One Group announced that the Board has declared an interim dividend of 6.0 pence per share for the six months ended 30 September 2025, an estimated £53.8 million in total, (Six months to 30 September 2024: 5.4 pence per share). The interim dividend will be paid on 19 December 2025 to shareholders recorded on the UK and South African share registers on 5 December 2025.お知らせ • Aug 08Ninety One Group to Report First Half, 2027 Results on Nov 17, 2026Ninety One Group announced that they will report first half, 2027 results on Nov 17, 2026お知らせ • Jul 25Ninety One Group Approves Election of Khumo Shuenyane as Sustainability, Social and Ethics Committee MemberNinety One Group approved election of Khumo Shuenyane as Sustainability, Social and Ethics Committee Member.お知らせ • Jul 02Ninety One Announces Management ChangesNinety One has appointed David Knee as its new head of multi-asset. Knee, who will assume the role toward the end of 2025, brings with him more than 30 years of experience managing multi-asset and fixed income portfolios across South Africa and the UK. He joins from M&G Investments in London, where he most recently served as co-deputy chief investment officer for fixed income. Prior to that, he held the position of chief investment officer at M&G Investments Southern Africa from 2016. In his new role, Knee will oversee the firm’s global multi-asset teams and also act as co-portfolio manager on strategies and play a central role in advancing Ninety One’s macro research process. Alongside Knee’s appointment, Ninety One also announced the promotion of Rehana Khan to co-head of South Africa equity and multi-asset, a role she will share with Hannes van den Berg. Khan will also join the global strategic managed portfolio management team, contributing her expertise in specialist equities. She previously worked with Knee at M&G Investments Southern Africa before joining Ninety One in 2020.お知らせ • Jun 04+ 3 more updatesNinety One Group, Annual General Meeting, Jul 23, 2025Ninety One Group, Annual General Meeting, Jul 23, 2025.お知らせ • Jan 28Ninety One Appoints Steven Woolley as Head of Research for its Value TeamNinety One has appointed Steven Woolley as head of research for its value team. As a result of the move, Woolley steps off the management of Ninety One’s €530 million UK Special Situations, €110 million Global Special Situations, €42.5 million Discovery Global Value Equity Feeder and €57 million Global Value Equity funds. Steve has been appointed head of research for the value team and will lead on all analytical and investment research and data.お知らせ • Jan 17Ninety One Group to Report Q4, 2025 Results on Apr 17, 2025Ninety One Group announced that they will report Q4, 2025 results on Apr 17, 2025お知らせ • Jan 06Ninety One Appoints Project Finance Expert as Alternative Credit ChiefNinety One has appointed Alper Kilic as head of alternative credit as the asset manager seeks to further build out its emerging markets-focused alternative offering. The fund house said Kilic, who will be based in London, will lead a 40-strong team covering private credit and infrastructure capabilities. He brings nearly 30 years of industry experience, having most recently been global head of project and export finance at Standard Chartered Bank. He joined Standard Chartered in 2008 and held several key roles, including regional head of corporate finance for Europe. Kilic began his career at Citibank, where he worked in both the Istanbul and London offices specialising in corporate finance and structured trade finance. Kilic’s appointment comes shortly after Ninety One announced the first close of its Africa Credit Opportunities Fund 3, which raised $260m.お知らせ • Nov 20+ 1 more updateNinety One Group (LSE:N91) entered into a binding framework agreement to acquire Sanlam Investment Management (Pty) Ltd. from Sanlam Investment Holdings Limited.Ninety One Group (LSE:N91) entered into a binding framework agreement to acquire Sanlam Investment Management (Pty) Ltd. from Sanlam Investment Holdings Limited on November 20, 2024. The purchase consideration for the transaction will be settled by the issue of a fixed number of Ninety One shares, this equates to approximately a 12.3% shareholding in Ninety One, with Sanlam Group holding an effective shareholding of approximately 9.2% in Ninety One. The longstop date for the finalization and execution of the Operative Agreements is March 31, 2025. The effective date of the Proposed Transaction will be dependent on the fulfilment of the suspensive conditions to the Operative Agreements. The Operative Agreements will provide for customary warranties, indemnities, interim period undertakings and termination mechanisms that are normal for a transaction of this nature, including the obtaining of the necessary approvals from shareholders and the regulatory authorities in South Africa, the United Kingdom and any other applicable jurisdiction. Prior to implementing the sale of Sanlam Investment Management (SIM), Sanlam Investment Holdings (SIH) will be responsible for a reorganization of SIM to transfer out all business activities and associated costs not forming part of the active asset management business. Only investment professionals responsible for the management of assets will be retained in SIM and all other costs relating to the business will be transferred to other entities within the Sanlam Investments cluster. N M Rothschild & Sons Limited acted as financial advisor to Ninety One Group. Edward Nathan Sonnenbergs Inc. acted as legal advisor to Ninety One Group. Linklaters LLP acted as legal advisor to Ninety One Group. Webber Wentzel acted as legal advisor to Sanlam. Allen Overy Shearman Sterling LLP acted as legal advisor to Sanlam.Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to €2.08. The fair value is estimated to be €2.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 4.0% to €2.08. The fair value is estimated to be €2.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.Upcoming Dividend • Jul 11Upcoming dividend of UK£0.064 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).お知らせ • Jun 10+ 1 more updateNinety One Group to Report Fiscal Year 2025 Results on Jun 04, 2025Ninety One Group announced that they will report fiscal year 2025 results on Jun 04, 2025お知らせ • Jun 08Ninety One Group, Annual General Meeting, Jul 25, 2024Ninety One Group, Annual General Meeting, Jul 25, 2024. Location: 55 gresham street, ec2v 7el, london United KingdomDeclared Dividend • Jun 07Final dividend of UK£0.064 announcedShareholders will receive a dividend of UK£0.064. Ex-date: 18th July 2024 Payment date: 8th August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 3.3% over the next 3 years. However, it would need to fall by 26% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jun 06Full year 2024 earnings releasedFull year 2024 results: Revenue: UK£588.5m (down 6.2% from FY 2023). Net income: UK£163.9m (flat on FY 2023). Profit margin: 28% (up from 26% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Capital Markets industry in Germany.お知らせ • Jun 06Ninety One PLC Recommends Final Dividend for Year Ended March 31, 2024, Payable on August 8, 2024The board of Ninety One PLC has recommended gross final dividend of 6.4 pence per ordinary share from income reserves in respect of the financial year ended March 31, 2024. The final dividend will be paid on August 8, 2024 to shareholders recorded in the shareholders' registers of the company on close of business July 19, 2024. Ninety One plc shareholders registered on the United Kingdom share register, will receive their dividend payment by Ninety One plc of 6.4 pence per ordinary share. Ninety One plc shareholders registered on the South African branch register, will receive their dividend payment by Ninety One Limited, on the SA DAS share, equivalent to 6.4 pence per ordinary share.お知らせ • Apr 16Ninety One Group to Report Fiscal Year 2024 Results on Jun 05, 2024Ninety One Group announced that they will report fiscal year 2024 results on Jun 05, 2024お知らせ • Jan 16Ninety One Group to Report Q4, 2024 Results on Apr 16, 2024Ninety One Group announced that they will report Q4, 2024 results on Apr 16, 2024Upcoming Dividend • Nov 30Upcoming dividend of UK£0.059 per share at 7.1% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.9%).Reported Earnings • Nov 17First half 2024 earnings released: EPS: UK£0.089 (vs UK£0.094 in 1H 2023)First half 2024 results: EPS: UK£0.089 (down from UK£0.094 in 1H 2023). Revenue: UK£294.3m (down 9.1% from 1H 2023). Net income: UK£79.3m (down 6.4% from 1H 2023). Profit margin: 27% (in line with 1H 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Capital Markets industry in Germany.お知らせ • Sep 14Ninety One Group Announces Company Secretary ChangesNinety One Group announced the appointment of Ms. Amina Rasool as Company Secretary of Ninety One plc with effect from 13 September 2023, whereupon Mrs. Paula Watts will resign as Company Secretary. The Board would like to thank Mrs. Watts for her contribution to Ninety One and they look forward to working with Ms. Rasool. The registered Company Secretary of Ninety One Limited remains unchanged.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 19+ 2 more updatesNinety One Group, Annual General Meeting, Jul 26, 2023Ninety One Group, Annual General Meeting, Jul 26, 2023.お知らせ • May 06Ninety One Appoints Dr. Khalid Alsweilem as Chairman of New Saudi Arabian EntityNinety One has announced the appointment of Dr. Khalid Alsweilem to the position of Chief Global Sovereign Funds Advisor and Chairman of the firm's new Saudi Arabian entity, which is currently under formation and subject to approval from the Saudi Arabia Capital Market Authority. Dr. Alsweilem is a world-renowned expert on sovereign wealth funds and their connection to the real economy. He is one of the longest-serving and most successful sovereign fund practitioners, having previously served as Chief Counsellor and Director General of Investment at SAMA, the Central Bank of Saudi Arabia, where he held senior positions since 1991. He is a Visiting Scholar at the Stanford Centre of Sustainable Development and Global Competitiveness and at the Stanford Long-Term Investing Initiative, as well as a non-resident scholar at MIT Golub Center for Finance and Policy. Prior to that, he was a scholar at Stanford Global Projects Center and a fellow expert at Harvard Kennedy School, where he was the lead author on major sovereign funds research and publications. He is an engineer and holds a PhD in Economics and a Post-Doctoral Fellowship at Harvard University. Ninety One is an active, global investment manager listed in London and Johannesburg with more than $160 billion in assets under management (as at 31 March 2023). The firm's goal is to provide long-term investment returns for clients while making a positive difference to people and the planet. Established in South Africa in 1991 as Investec Asset Management, the firm has since expanded to 21 offices in 14 countries across five continents, with 258 investment professionals. In 2020, the firm demerged from the Investec Group to become Ninety One.お知らせ • Feb 18Ninety One Group Announces Audit & Risk Committee ChangesNinety One announced that Idoya Basterrechea Aranda will retire from the Audit and Risk Committee (the 'Committee') effective 31 March 2023. The Board expresses its thanks to Idoya for her contribution to the Committee's work over the past three and a half years. Ninety One announces further that Khumo Shuenyane will be appointed to the Committee effective 1 April 2023. Khumo is a member of the Institute of Chartered Accountants in England and Wales, with a background in corporate finance and investment. He has served as a non-executive director of Ninety One since 1 August 2021. Pursuant to the reduction in Investec's shareholding in Ninety One, Khumo is no longer a shareholder representative of Investec. In light of this, and after careful consideration, the Board now considers Khumo to be an independent non-executive director. He is therefore able to serve on, and bring his skills and experience to, the Committee.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to €2.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Capital Markets industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.31 per share.Upcoming Dividend • Nov 24Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).Board Change • Nov 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 15Ninety One Group Declares an Interim Dividend on 15 December 2022Ninety One Group announced that Board has considered the strength of the balance sheet and the outlook for the remainder of the year. In line with the stated dividend policy, the Board has declared an interim dividend of 6.5 pence per share. Of this, 4.6 pence per share represents 50% of profit after tax prior to the recognition of non-operating items and 1.9 pence per share represents after-tax earnings after ensuring Ninety One has sufficient capital to meet current or expected changes in regulatory capital requirements and investment needs, as well as a reasonable buffer to protect against fluctuations in those requirements. The interim dividend will be paid on 15 December 2022 to shareholders recorded on the UK and South African share registers on 2 December 2022.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.22, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Capital Markets industry in Germany. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.82 per share.お知らせ • Oct 18Ninety One Group to Report First Half, 2023 Results on Nov 15, 2022Ninety One Group announced that they will report first half, 2023 results on Nov 15, 2022Board Change • Oct 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 08Insider recently bought €312k worth of stockOn the 30th of September, David McGillveray bought around 150k shares on-market at roughly €2.08 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €725k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.Board Change • Jul 15High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Finance Director & Director Kim McFarland is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Jul 07Upcoming dividend of UK£0.077 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.2%).お知らせ • Jun 15Ninety One Group, Annual General Meeting, Jul 26, 2022Ninety One Group, Annual General Meeting, Jul 26, 2022, at 12:00 South Africa Standard Time.Reported Earnings • May 19Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£663.9m (up 6.2% from FY 2021). Net income: UK£205.3m (up 33% from FY 2021). Profit margin: 31% (up from 25% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 1.3% compared to a 8.1% decline forecast for the funds industry in Germany.お知らせ • May 19Ninety One Group Proposes Final Dividend for the Year 2022Ninety One Group's Board has proposed a final dividend of 7.7 pence per share (2021: 6.7 pence), taking the full dividend to 14.6 pence per share, while maintaining a strong balance sheet.Board Change • Apr 29High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Finance Director & Director Kim McFarland is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 14Ninety One Group to Report Fiscal Year 2022 Results on May 18, 2022Ninety One Group announced that they will report fiscal year 2022 results on May 18, 2022お知らせ • Apr 07Allan Gray Limited acquired an unknown stake in Ninety One Group (LSE:N91).Allan Gray Limited acquired an unknown stake in Ninety One Group (LSE:N91) on April 6, 2022. Allan Gray now holds 10.0613% stake. Allan Gray Limited completed the acquisition of an unknown stake in Ninety One Group (LSE:N91) on April 6, 2022.Executive Departure • Aug 09Non-Executive Director Fani Titi has left the companyOn the 4th of August, Fani Titi's tenure as Non-Executive Director ended after 1.7 years in the role. As of March 2021, Fani still personally held 30.83k shares (€84k worth at the time). Fani is the only executive to leave the company over the last 12 months.Reported Earnings • Jun 19Full year 2021 earnings released: EPS UK£0.17 (vs UK£0.17 in FY 2020)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: UK£625.1m (up 2.5% from FY 2020). Net income: UK£154.4m (flat on FY 2020). Profit margin: 25% (in line with FY 2020).Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.17 (vs UK£0.17 in FY 2020)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: UK£625.1m (up 2.5% from FY 2020). Net income: UK£154.4m (flat on FY 2020). Profit margin: 25% (in line with FY 2020). Funds under management (FUM) Beginning of period: UK£103.4b End of period: UK£130.9b Net inflows/outflows: UK£200.0m outflowお知らせ • May 19Ninety One Group Proposes Final Dividend for the Year Ended March 31, 2021, Payable on August 12, 2021Ninety One Group proposed final dividend for the year ended March 31, 2021 of 6.7 pence per ordinary share, an estimated £61.7 million in total. The dividend is expected to be paid on August 12, 2021 to ordinary shareholders on the registers at the close of business on July 23, 2021.株主還元3XHDE Capital MarketsDE 市場7D-0.8%-0.1%-0.3%1Y16.2%7.8%3.0%株主還元を見る業界別リターン: 3XH過去 1 年間で7.8 % の収益を上げたGerman Capital Markets業界を上回りました。リターン対市場: 3XH過去 1 年間で3 % の収益を上げたGerman市場を上回りました。価格変動Is 3XH's price volatile compared to industry and market?3XH volatility3XH Average Weekly Movement4.0%Capital Markets Industry Average Movement4.4%Market Average Movement5.2%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.6%安定した株価: 3XH 、 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: 3XHの 週次ボラティリティ ( 4% ) 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19911,346Hendrik du Toitninetyone.comナインティワン・グループは、独立系グローバル・アセット・マネージャーとして、世界各地で事業を展開している。民間および公的部門の年金基金、政府系ファンド、保険会社、企業、財団、中央銀行のほか、大手リテール金融グループ、ウェルス・マネージャー、公的およびプライベート・エクイティ、債券、プライベート・バンク、仲介業者にもサービスを提供している。ナインティ・ワン・グループは、コロナウィルスの蔓延による経済的打撃に苦しんでいる南アフリカの企業に投資しようとしている。ナインティ・ワン・グループは1991年に設立され、南アフリカのケープタウンに本社を置き、アフリカにもオフィスを構えている。もっと見るNinety One Group 基礎のまとめNinety One Group の収益と売上を時価総額と比較するとどうか。3XH 基礎統計学時価総額€2.39b収益（TTM）€179.38m売上高(TTM)€759.82m13.5xPER（株価収益率3.2xP/Sレシオ3XH 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3XH 損益計算書（TTM）収益UK£650.20m売上原価UK£302.90m売上総利益UK£347.30mその他の費用UK£193.80m収益UK£153.50m直近の収益報告Mar 31, 2026次回決算日Nov 16, 2026一株当たり利益（EPS）0.16グロス・マージン53.41%純利益率23.61%有利子負債／自己資本比率0%3XH 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6.2%現在の配当利回り77%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2026/08/24 18:10終値2026/08/21 00:00収益2026/03/31年間収益2026/03/31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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Ninety One Group 4 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。7 アナリスト機関Sabena OmarAvior Capital MarketsFrederik Conradie de BeerAvior Capital MarketsHarry BothaBofA Global Research4 その他のアナリストを表示
お知らせ • Jul 22Ninety One plc and Ninety One Limited Announce Committee ChangesNinety One plc and Ninety One Limited held their Annual General Meetings on July 22, 2026. Khumo Shuenyane, Gareth Penny, and Hendrik du Toit were elected as members of the Sustainability, Social and Ethics Committee. The company also announced election of Victoria Cochrane, Khumo Shuenyane and Charles Harman as member of Audit and Risk Committee.
Upcoming Dividend • Jul 09Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 16 July 2026. Payment date: 06 August 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 78% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
Declared Dividend • Jun 06Final dividend of UK£0.074 announcedShareholders will receive a dividend of UK£0.074. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 5.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 05Ninety One Group to Report Fiscal Year 2027 Results on Jun 03, 2027Ninety One Group announced that they will report fiscal year 2027 results on Jun 03, 2027
Reported Earnings • Jun 04Full year 2026 earnings released: EPS: UK£0.17 (vs UK£0.17 in FY 2025)Full year 2026 results: EPS: UK£0.17 (up from UK£0.17 in FY 2025). Revenue: UK£650.2m (up 9.4% from FY 2025). Net income: UK£153.5m (up 2.3% from FY 2025). Profit margin: 24% (down from 25% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Capital Markets industry in Germany.
お知らせ • Jun 04+ 1 more updateNinety One Group Recommends Final Dividend for the Financial Year Ended March 31, 2026, Payable on August 6, 2026Ninety One Group announced that a gross final dividend of 7.4 pence per ordinary share has been recommended by the Board from income reserves in respect of the financial year ended 31 March 2026. The final dividend will be paid on 6 August 2026 to shareholders recorded in the shareholders' registers of the company on close of business 17 July 2026. Last day to trade cum-dividend: On the Johannesburg Stock Exchange ("JSE"): 14 July 2026; On the London Stock Exchange ("LSE"): 15 July 2026. Shares commence trading ex-dividend: On the JSE: 15 July 2026; On the LSE: 16 July 2026; Record date(on the JSE and LSE): 17 July 2026; Payment date(on the JSE and LSE): 6 August 2026.
お知らせ • Jul 22Ninety One plc and Ninety One Limited Announce Committee ChangesNinety One plc and Ninety One Limited held their Annual General Meetings on July 22, 2026. Khumo Shuenyane, Gareth Penny, and Hendrik du Toit were elected as members of the Sustainability, Social and Ethics Committee. The company also announced election of Victoria Cochrane, Khumo Shuenyane and Charles Harman as member of Audit and Risk Committee.
Upcoming Dividend • Jul 09Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 16 July 2026. Payment date: 06 August 2026. Payout ratio and cash payout ratio are on the higher end at 77% and 78% respectively. Trailing yield: 6.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
Declared Dividend • Jun 06Final dividend of UK£0.074 announcedShareholders will receive a dividend of UK£0.074. Ex-date: 16th July 2026 Payment date: 6th August 2026 Dividend yield will be 5.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 2.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 05Ninety One Group to Report Fiscal Year 2027 Results on Jun 03, 2027Ninety One Group announced that they will report fiscal year 2027 results on Jun 03, 2027
Reported Earnings • Jun 04Full year 2026 earnings released: EPS: UK£0.17 (vs UK£0.17 in FY 2025)Full year 2026 results: EPS: UK£0.17 (up from UK£0.17 in FY 2025). Revenue: UK£650.2m (up 9.4% from FY 2025). Net income: UK£153.5m (up 2.3% from FY 2025). Profit margin: 24% (down from 25% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Capital Markets industry in Germany.
お知らせ • Jun 04+ 1 more updateNinety One Group Recommends Final Dividend for the Financial Year Ended March 31, 2026, Payable on August 6, 2026Ninety One Group announced that a gross final dividend of 7.4 pence per ordinary share has been recommended by the Board from income reserves in respect of the financial year ended 31 March 2026. The final dividend will be paid on 6 August 2026 to shareholders recorded in the shareholders' registers of the company on close of business 17 July 2026. Last day to trade cum-dividend: On the Johannesburg Stock Exchange ("JSE"): 14 July 2026; On the London Stock Exchange ("LSE"): 15 July 2026. Shares commence trading ex-dividend: On the JSE: 15 July 2026; On the LSE: 16 July 2026; Record date(on the JSE and LSE): 17 July 2026; Payment date(on the JSE and LSE): 6 August 2026.
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. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Charles Harman was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 16Ninety One Group to Report Q4, 2026 Results on Apr 16, 2026Ninety One Group announced that they will report Q4, 2026 results on Apr 16, 2026
お知らせ • Nov 18Ninety One Group Declares an Interim Dividend for the Six Months Ended September 30, 2025, Payable on December 19, 2025Ninety One Group announced that the Board has declared an interim dividend of 6.0 pence per share for the six months ended 30 September 2025, an estimated £53.8 million in total, (Six months to 30 September 2024: 5.4 pence per share). The interim dividend will be paid on 19 December 2025 to shareholders recorded on the UK and South African share registers on 5 December 2025.
お知らせ • Aug 08Ninety One Group to Report First Half, 2027 Results on Nov 17, 2026Ninety One Group announced that they will report first half, 2027 results on Nov 17, 2026
お知らせ • Jul 25Ninety One Group Approves Election of Khumo Shuenyane as Sustainability, Social and Ethics Committee MemberNinety One Group approved election of Khumo Shuenyane as Sustainability, Social and Ethics Committee Member.
お知らせ • Jul 02Ninety One Announces Management ChangesNinety One has appointed David Knee as its new head of multi-asset. Knee, who will assume the role toward the end of 2025, brings with him more than 30 years of experience managing multi-asset and fixed income portfolios across South Africa and the UK. He joins from M&G Investments in London, where he most recently served as co-deputy chief investment officer for fixed income. Prior to that, he held the position of chief investment officer at M&G Investments Southern Africa from 2016. In his new role, Knee will oversee the firm’s global multi-asset teams and also act as co-portfolio manager on strategies and play a central role in advancing Ninety One’s macro research process. Alongside Knee’s appointment, Ninety One also announced the promotion of Rehana Khan to co-head of South Africa equity and multi-asset, a role she will share with Hannes van den Berg. Khan will also join the global strategic managed portfolio management team, contributing her expertise in specialist equities. She previously worked with Knee at M&G Investments Southern Africa before joining Ninety One in 2020.
お知らせ • Jun 04+ 3 more updatesNinety One Group, Annual General Meeting, Jul 23, 2025Ninety One Group, Annual General Meeting, Jul 23, 2025.
お知らせ • Jan 28Ninety One Appoints Steven Woolley as Head of Research for its Value TeamNinety One has appointed Steven Woolley as head of research for its value team. As a result of the move, Woolley steps off the management of Ninety One’s €530 million UK Special Situations, €110 million Global Special Situations, €42.5 million Discovery Global Value Equity Feeder and €57 million Global Value Equity funds. Steve has been appointed head of research for the value team and will lead on all analytical and investment research and data.
お知らせ • Jan 17Ninety One Group to Report Q4, 2025 Results on Apr 17, 2025Ninety One Group announced that they will report Q4, 2025 results on Apr 17, 2025
お知らせ • Jan 06Ninety One Appoints Project Finance Expert as Alternative Credit ChiefNinety One has appointed Alper Kilic as head of alternative credit as the asset manager seeks to further build out its emerging markets-focused alternative offering. The fund house said Kilic, who will be based in London, will lead a 40-strong team covering private credit and infrastructure capabilities. He brings nearly 30 years of industry experience, having most recently been global head of project and export finance at Standard Chartered Bank. He joined Standard Chartered in 2008 and held several key roles, including regional head of corporate finance for Europe. Kilic began his career at Citibank, where he worked in both the Istanbul and London offices specialising in corporate finance and structured trade finance. Kilic’s appointment comes shortly after Ninety One announced the first close of its Africa Credit Opportunities Fund 3, which raised $260m.
お知らせ • Nov 20+ 1 more updateNinety One Group (LSE:N91) entered into a binding framework agreement to acquire Sanlam Investment Management (Pty) Ltd. from Sanlam Investment Holdings Limited.Ninety One Group (LSE:N91) entered into a binding framework agreement to acquire Sanlam Investment Management (Pty) Ltd. from Sanlam Investment Holdings Limited on November 20, 2024. The purchase consideration for the transaction will be settled by the issue of a fixed number of Ninety One shares, this equates to approximately a 12.3% shareholding in Ninety One, with Sanlam Group holding an effective shareholding of approximately 9.2% in Ninety One. The longstop date for the finalization and execution of the Operative Agreements is March 31, 2025. The effective date of the Proposed Transaction will be dependent on the fulfilment of the suspensive conditions to the Operative Agreements. The Operative Agreements will provide for customary warranties, indemnities, interim period undertakings and termination mechanisms that are normal for a transaction of this nature, including the obtaining of the necessary approvals from shareholders and the regulatory authorities in South Africa, the United Kingdom and any other applicable jurisdiction. Prior to implementing the sale of Sanlam Investment Management (SIM), Sanlam Investment Holdings (SIH) will be responsible for a reorganization of SIM to transfer out all business activities and associated costs not forming part of the active asset management business. Only investment professionals responsible for the management of assets will be retained in SIM and all other costs relating to the business will be transferred to other entities within the Sanlam Investments cluster. N M Rothschild & Sons Limited acted as financial advisor to Ninety One Group. Edward Nathan Sonnenbergs Inc. acted as legal advisor to Ninety One Group. Linklaters LLP acted as legal advisor to Ninety One Group. Webber Wentzel acted as legal advisor to Sanlam. Allen Overy Shearman Sterling LLP acted as legal advisor to Sanlam.
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 6.1% to €2.08. The fair value is estimated to be €2.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
Buy Or Sell Opportunity • Oct 02Now 21% undervaluedOver the last 90 days, the stock has risen 4.0% to €2.08. The fair value is estimated to be €2.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Earnings per share has declined by 2.8%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.
Upcoming Dividend • Jul 11Upcoming dividend of UK£0.064 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 08 August 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.8%).
お知らせ • Jun 10+ 1 more updateNinety One Group to Report Fiscal Year 2025 Results on Jun 04, 2025Ninety One Group announced that they will report fiscal year 2025 results on Jun 04, 2025
お知らせ • Jun 08Ninety One Group, Annual General Meeting, Jul 25, 2024Ninety One Group, Annual General Meeting, Jul 25, 2024. Location: 55 gresham street, ec2v 7el, london United Kingdom
Declared Dividend • Jun 07Final dividend of UK£0.064 announcedShareholders will receive a dividend of UK£0.064. Ex-date: 18th July 2024 Payment date: 8th August 2024 Dividend yield will be 7.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (67% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 1.0% per year over the past 4 years and payments have been stable during that time. EPS is expected to decline by 3.3% over the next 3 years. However, it would need to fall by 26% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jun 06Full year 2024 earnings releasedFull year 2024 results: Revenue: UK£588.5m (down 6.2% from FY 2023). Net income: UK£163.9m (flat on FY 2023). Profit margin: 28% (up from 26% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Capital Markets industry in Germany.
お知らせ • Jun 06Ninety One PLC Recommends Final Dividend for Year Ended March 31, 2024, Payable on August 8, 2024The board of Ninety One PLC has recommended gross final dividend of 6.4 pence per ordinary share from income reserves in respect of the financial year ended March 31, 2024. The final dividend will be paid on August 8, 2024 to shareholders recorded in the shareholders' registers of the company on close of business July 19, 2024. Ninety One plc shareholders registered on the United Kingdom share register, will receive their dividend payment by Ninety One plc of 6.4 pence per ordinary share. Ninety One plc shareholders registered on the South African branch register, will receive their dividend payment by Ninety One Limited, on the SA DAS share, equivalent to 6.4 pence per ordinary share.
お知らせ • Apr 16Ninety One Group to Report Fiscal Year 2024 Results on Jun 05, 2024Ninety One Group announced that they will report fiscal year 2024 results on Jun 05, 2024
お知らせ • Jan 16Ninety One Group to Report Q4, 2024 Results on Apr 16, 2024Ninety One Group announced that they will report Q4, 2024 results on Apr 16, 2024
Upcoming Dividend • Nov 30Upcoming dividend of UK£0.059 per share at 7.1% yieldEligible shareholders must have bought the stock before 07 December 2023. Payment date: 22 December 2023. Payout ratio is a comfortable 71% but the company is paying out more than the cash it is generating. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.9%).
Reported Earnings • Nov 17First half 2024 earnings released: EPS: UK£0.089 (vs UK£0.094 in 1H 2023)First half 2024 results: EPS: UK£0.089 (down from UK£0.094 in 1H 2023). Revenue: UK£294.3m (down 9.1% from 1H 2023). Net income: UK£79.3m (down 6.4% from 1H 2023). Profit margin: 27% (in line with 1H 2023). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Capital Markets industry in Germany.
お知らせ • Sep 14Ninety One Group Announces Company Secretary ChangesNinety One Group announced the appointment of Ms. Amina Rasool as Company Secretary of Ninety One plc with effect from 13 September 2023, whereupon Mrs. Paula Watts will resign as Company Secretary. The Board would like to thank Mrs. Watts for her contribution to Ninety One and they look forward to working with Ms. Rasool. The registered Company Secretary of Ninety One Limited remains unchanged.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 19+ 2 more updatesNinety One Group, Annual General Meeting, Jul 26, 2023Ninety One Group, Annual General Meeting, Jul 26, 2023.
お知らせ • May 06Ninety One Appoints Dr. Khalid Alsweilem as Chairman of New Saudi Arabian EntityNinety One has announced the appointment of Dr. Khalid Alsweilem to the position of Chief Global Sovereign Funds Advisor and Chairman of the firm's new Saudi Arabian entity, which is currently under formation and subject to approval from the Saudi Arabia Capital Market Authority. Dr. Alsweilem is a world-renowned expert on sovereign wealth funds and their connection to the real economy. He is one of the longest-serving and most successful sovereign fund practitioners, having previously served as Chief Counsellor and Director General of Investment at SAMA, the Central Bank of Saudi Arabia, where he held senior positions since 1991. He is a Visiting Scholar at the Stanford Centre of Sustainable Development and Global Competitiveness and at the Stanford Long-Term Investing Initiative, as well as a non-resident scholar at MIT Golub Center for Finance and Policy. Prior to that, he was a scholar at Stanford Global Projects Center and a fellow expert at Harvard Kennedy School, where he was the lead author on major sovereign funds research and publications. He is an engineer and holds a PhD in Economics and a Post-Doctoral Fellowship at Harvard University. Ninety One is an active, global investment manager listed in London and Johannesburg with more than $160 billion in assets under management (as at 31 March 2023). The firm's goal is to provide long-term investment returns for clients while making a positive difference to people and the planet. Established in South Africa in 1991 as Investec Asset Management, the firm has since expanded to 21 offices in 14 countries across five continents, with 258 investment professionals. In 2020, the firm demerged from the Investec Group to become Ninety One.
お知らせ • Feb 18Ninety One Group Announces Audit & Risk Committee ChangesNinety One announced that Idoya Basterrechea Aranda will retire from the Audit and Risk Committee (the 'Committee') effective 31 March 2023. The Board expresses its thanks to Idoya for her contribution to the Committee's work over the past three and a half years. Ninety One announces further that Khumo Shuenyane will be appointed to the Committee effective 1 April 2023. Khumo is a member of the Institute of Chartered Accountants in England and Wales, with a background in corporate finance and investment. He has served as a non-executive director of Ninety One since 1 August 2021. Pursuant to the reduction in Investec's shareholding in Ninety One, Khumo is no longer a shareholder representative of Investec. In light of this, and after careful consideration, the Board now considers Khumo to be an independent non-executive director. He is therefore able to serve on, and bring his skills and experience to, the Committee.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 19% share price gain to €2.60, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Capital Markets industry in Germany. Total loss to shareholders of 13% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.31 per share.
Upcoming Dividend • Nov 24Upcoming dividend of UK£0.065 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).
Board Change • Nov 23Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 15Ninety One Group Declares an Interim Dividend on 15 December 2022Ninety One Group announced that Board has considered the strength of the balance sheet and the outlook for the remainder of the year. In line with the stated dividend policy, the Board has declared an interim dividend of 6.5 pence per share. Of this, 4.6 pence per share represents 50% of profit after tax prior to the recognition of non-operating items and 1.9 pence per share represents after-tax earnings after ensuring Ninety One has sufficient capital to meet current or expected changes in regulatory capital requirements and investment needs, as well as a reasonable buffer to protect against fluctuations in those requirements. The interim dividend will be paid on 15 December 2022 to shareholders recorded on the UK and South African share registers on 2 December 2022.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.22, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Capital Markets industry in Germany. Total loss to shareholders of 21% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.82 per share.
お知らせ • Oct 18Ninety One Group to Report First Half, 2023 Results on Nov 15, 2022Ninety One Group announced that they will report first half, 2023 results on Nov 15, 2022
Board Change • Oct 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Khumo Shuenyane was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 08Insider recently bought €312k worth of stockOn the 30th of September, David McGillveray bought around 150k shares on-market at roughly €2.08 per share. This transaction amounted to 98% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €725k. Insiders have collectively bought €1.2m more in shares than they have sold in the last 12 months.
Board Change • Jul 15High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Finance Director & Director Kim McFarland is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Jul 07Upcoming dividend of UK£0.077 per shareEligible shareholders must have bought the stock before 14 July 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (3.2%).
お知らせ • Jun 15Ninety One Group, Annual General Meeting, Jul 26, 2022Ninety One Group, Annual General Meeting, Jul 26, 2022, at 12:00 South Africa Standard Time.
Reported Earnings • May 19Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£663.9m (up 6.2% from FY 2021). Net income: UK£205.3m (up 33% from FY 2021). Profit margin: 31% (up from 25% in FY 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 1.3% compared to a 8.1% decline forecast for the funds industry in Germany.
お知らせ • May 19Ninety One Group Proposes Final Dividend for the Year 2022Ninety One Group's Board has proposed a final dividend of 7.7 pence per share (2021: 6.7 pence), taking the full dividend to 14.6 pence per share, while maintaining a strong balance sheet.
Board Change • Apr 29High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Finance Director & Director Kim McFarland is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 14Ninety One Group to Report Fiscal Year 2022 Results on May 18, 2022Ninety One Group announced that they will report fiscal year 2022 results on May 18, 2022
お知らせ • Apr 07Allan Gray Limited acquired an unknown stake in Ninety One Group (LSE:N91).Allan Gray Limited acquired an unknown stake in Ninety One Group (LSE:N91) on April 6, 2022. Allan Gray now holds 10.0613% stake. Allan Gray Limited completed the acquisition of an unknown stake in Ninety One Group (LSE:N91) on April 6, 2022.
Executive Departure • Aug 09Non-Executive Director Fani Titi has left the companyOn the 4th of August, Fani Titi's tenure as Non-Executive Director ended after 1.7 years in the role. As of March 2021, Fani still personally held 30.83k shares (€84k worth at the time). Fani is the only executive to leave the company over the last 12 months.
Reported Earnings • Jun 19Full year 2021 earnings released: EPS UK£0.17 (vs UK£0.17 in FY 2020)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: UK£625.1m (up 2.5% from FY 2020). Net income: UK£154.4m (flat on FY 2020). Profit margin: 25% (in line with FY 2020).
Reported Earnings • May 21Full year 2021 earnings released: EPS UK£0.17 (vs UK£0.17 in FY 2020)The company reported a solid full year result with improved revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: UK£625.1m (up 2.5% from FY 2020). Net income: UK£154.4m (flat on FY 2020). Profit margin: 25% (in line with FY 2020). Funds under management (FUM) Beginning of period: UK£103.4b End of period: UK£130.9b Net inflows/outflows: UK£200.0m outflow
お知らせ • May 19Ninety One Group Proposes Final Dividend for the Year Ended March 31, 2021, Payable on August 12, 2021Ninety One Group proposed final dividend for the year ended March 31, 2021 of 6.7 pence per ordinary share, an estimated £61.7 million in total. The dividend is expected to be paid on August 12, 2021 to ordinary shareholders on the registers at the close of business on July 23, 2021.
