View Future GrowthITV 過去の業績過去 基準チェック /06ITVの収益は年間平均-7.1%の割合で減少していますが、 Media業界の収益は年間 増加しています。収益は年間6% 2.5%割合で 増加しています。 ITVの自己資本利益率は12.3%であり、純利益率は6.3%です。主要情報-7.12%収益成長率-6.33%EPS成長率Media 業界の成長-2.36%収益成長率2.45%株主資本利益率12.34%ネット・マージン6.27%次回の業績アップデート28 Jul 2026最近の業績更新お知らせ • Jul 25+ 1 more updateITV plc to Report First Half, 2025 Results on Jul 24, 2025ITV plc announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Aug 20ITV plc to Report Fiscal Year 2024 Results on Mar 06, 2025ITV plc announced that they will report fiscal year 2024 results on Mar 06, 2025Reported Earnings • Jul 26First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.01 in 1H 2023)First half 2024 results: EPS: UK£0.066 (up from UK£0.01 in 1H 2023). Revenue: UK£1.60b (down 2.4% from 1H 2023). Net income: UK£266.0m (up UK£224.0m from 1H 2023). Profit margin: 17% (up from 2.6% in 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Jul 26ITV plc to Report First Half, 2024 Results on Jul 25, 2024ITV plc announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.052 (vs UK£0.11 in FY 2022)Full year 2023 results: EPS: UK£0.052 (down from UK£0.11 in FY 2022). Revenue: UK£3.62b (down 2.8% from FY 2022). Net income: UK£210.0m (down 51% from FY 2022). Profit margin: 5.8% (down from 12% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 09ITV plc to Report Fiscal Year 2023 Results on Mar 07, 2024ITV plc announced that they will report fiscal year 2023 results on Mar 07, 2024すべての更新を表示Recent updatesお知らせ • Mar 06ITV plc, Annual General Meeting, May 07, 2026ITV plc, Annual General Meeting, May 07, 2026.お知らせ • Jan 22ITV plc Announces Chair of the Audit & Risk Committee Changes, Effective March 5, 2026ITV plc announces that Non-Executive Director Margaret Ewing will step down as Chair of the Audit and Risk Committee (the Committee) on 5 March 2026. She will continue as a member of the Committee and in her other Board roles. Dawn Allen will succeed Margaret as Chair of the Committee on 5 March 2026. Dawn joined the Board on 2 October 2023 as a Non-Executive Director and has been a member of the Committee since her appointment. Dawn is a chartered accountant with over 30 years of financial experience and is currently chief financial officer of Haleon plc.お知らせ • Nov 08ITV plc's Response to Recent SpeculationITV plc (LSE:ITV) noted the recent press speculation and confirmed that it is in preliminary discussions regarding a possible sale of its M&E business to Sky Limited for an enterprise value of £1.6 billion. There can be no certainty as to the terms upon which any potential sale may be agreed or whether any transaction will take place. A further announcement will be made in due course if appropriate.お知らせ • Nov 07Comcast Reportedly in Talks to Acquire ITV's Broadcasting UnitComcast Corporation (NasdaqGS:CMCSA) is in talks with ITV plc (LSE:ITV) about buying its television business, in a deal that could result in it being combined with the US media giant’s Sky subsidiary to create a leading broadcast and streaming group in the UK. The talks between ITV and Comcast focus on the UK public service broadcaster’s media and entertainment arm, which comprises its terrestrial channels as well as its streaming service ITVX, according to people familiar with the situation. Any transaction would not involve ITV Studios, the broadcaster’s production arm. The talks between Comcast and ITV are at an early stage and there is no certainty of a deal being struck, one of the people close to the discussions said. Comcast, which bought media and telecoms business Sky in 2018, is one of several companies to have expressed a potential interest in ITV’s operations. ITV, which is listed on the London Stock Exchange, has a market capitalisation of £2.5 billion. Comcast and ITV declined to comment. Bloomberg first reported the talks between the two companies.お知らせ • Jul 25+ 1 more updateITV plc to Report First Half, 2025 Results on Jul 24, 2025ITV plc announced that they will report first half, 2025 results on Jul 24, 2025お知らせ • Jun 24Keir Starmer Offers BBC's Commercial Rivals the Chance to Join ForcesKeir Starmer has opened the door to mergers between the BBC's commercial rivals as they come under mounting pressure from streaming. The Government on 23 June 2025 set out plans to remove barriers to allow broadcasters such as ITV plc (LSE:ITV), Channel 4 and Channel 5 to join forces as part of its new industrial strategy. Ministers said they would examine "possible consolidation between broadcasters, which may benefit their financial sustainability and audiences", as well as "closer strategic partnerships". The Competition and Markets Authority and Ofcom will be asked to review their defnitions of the television and advertising markets to include, for instance, YouTube and Netfix. Such moves would reduce the market share of broadcasters, making it much more likely that regulators could approve a merger of their advertising sales operations, or even an ITV takeover of Channel 5 and Channel 4. Investors and television industry leaders are increasingly arguing for such consolidation to cut costs as audiences and advertisers migrate to streamers. Less radical steps are already being taken in that direction. ITV, Channel 4 and Sky last week struck a deal to pool their online advertising spots to mount a stronger challenge to the colossal scale of YouTube. The three broadcasters each operate their own television advertising sales house. Bringing them together would be an obvious next step, but would require regulators to agree that streaming competition means it would not be too powerful a player. The Government pointed to broadcasters in other countries pursuing mergers to "increase economies of scale". It added: "We must take active steps to ensure our domestic broadcasters can adapt to this changing market, and continue their support for independent producers of all sizes so that intellectual property remains in the UK. "The financial sustainability of our public service broadcasters is under pressure as they compete for content and advertising revenues with global media and technology companies." It comes as ITV is locked in discussions over a deal that could result in either a sale of the broadcaster or a deal to spin off its lucrative production business. Banijay, the French production powerhouse behind Big Brother and Peaky Blinders, has reportedly held discussions with ITV over a potential bid. All3Media, the UAE-owned group behind shows including The Traitors and Race Across the World, has also been linked to a possible deal.お知らせ • Apr 14ITV plc Appoints Helen Ashton as Independent Non-Executive Director with Effect from 13 May 2025Entain plc announced that Helen Ashton, a Non-Executive Director of the Company, has been appointed an independent Non-Executive Director of ITV plc with effect from 13 May 2025.お知らせ • Mar 06ITV plc, Annual General Meeting, May 13, 2025ITV plc, Annual General Meeting, May 13, 2025.お知らせ • Feb 26ITV plc Announces Stepping Down of Salman Amin as Non-Executive DirectorITV plc announced that Salman Amin has stepped down as a Non-Executive Director with effect from 25 February 2025.お知らせ • Oct 31ITV plc (LSE:ITV) acquired an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures.ITV plc (LSE:ITV) acquired an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures on October 30, 2024. Tom Manwaring of Helion Partners LLP acted as financial advisor for Channel 4 Ventures. ITV plc (LSE:ITV) completed the acquisition of an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures on October 30, 2024.Upcoming Dividend • Oct 10Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 26 November 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 84%. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (5.8%).お知らせ • Sep 19ITV plc Appoints Ade Rawcliffe as Chief People OfficerITV announced the appointment of Ade Rawcliffe as ITV Chief People Officer with effect from January 2025. She is currently ITV's Group Director of Diversity and Inclusion, and has been a member of the management board since 2020.お知らせ • Aug 20ITV plc to Report Fiscal Year 2024 Results on Mar 06, 2025ITV plc announced that they will report fiscal year 2024 results on Mar 06, 2025Declared Dividend • Jul 28First half dividend of UK£0.017 announcedShareholders will receive a dividend of UK£0.017. Ex-date: 17th October 2024 Payment date: 26th November 2024 Dividend yield will be 5.9%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Jul 26First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.01 in 1H 2023)First half 2024 results: EPS: UK£0.066 (up from UK£0.01 in 1H 2023). Revenue: UK£1.60b (down 2.4% from 1H 2023). Net income: UK£266.0m (up UK£224.0m from 1H 2023). Profit margin: 17% (up from 2.6% in 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.お知らせ • Jul 26ITV plc to Report First Half, 2024 Results on Jul 25, 2024ITV plc announced that they will report first half, 2024 results on Jul 25, 2024Upcoming Dividend • Apr 04Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 23 May 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.6%).お知らせ • Mar 18ITV plc(LSE:ITV) dropped from FTSE All-World Index (USD)ITV plc(LSE:ITV) dropped from FTSE All-World Index (USD)Declared Dividend • Mar 11Final dividend of UK£0.033 announcedShareholders will receive a dividend of UK£0.033. Ex-date: 11th April 2024 Payment date: 23rd May 2024 Dividend yield will be 6.9%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 5.6% 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 6.4% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Mar 08ITV plc Declares Final Dividend, Payable on 23 May 2024The Board of ITV plc recognises the importance of the ordinary dividend to ITV shareholders. Reflecting its confidence in the business and its strategy, as well as the continued strong cash generation, in line with ITV's dividend policy, the Board has declared a final dividend of 3.3 pence (2022: 3.3 pence), giving an ordinary dividend of 5.0 pence per share for the full year 2023 (2022: 5.0 pence), a total payout of £201 million. The Board remains committed to paying a total dividend of at least 5.0 pence in 2024, which it expects to grow over the medium term, whilst balancing further investment to support strategy and commitment to investment grade metrics over the medium term. Ex-dividend date is 11 April 2024. Record date is 12 April 2024. Dividend paid is 23 May 2024.Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.052 (vs UK£0.11 in FY 2022)Full year 2023 results: EPS: UK£0.052 (down from UK£0.11 in FY 2022). Revenue: UK£3.62b (down 2.8% from FY 2022). Net income: UK£210.0m (down 51% from FY 2022). Profit margin: 5.8% (down from 12% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 07ITV plc, Annual General Meeting, May 02, 2024ITV plc, Annual General Meeting, May 02, 2024.お知らせ • Mar 01BBC Studios Distribution Limited acquired remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) for approximately £260 million.BBC Studios Distribution Limited acquired remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) for approximately £260 million on March 1, 2024. BBC Studios is taking full ownership of BritBox International. As part of the transaction, BBC Studios has extended its licensing agreements with ITV ensuring that programming for BritBox International will continue to represent a wide range of British content. BBC Studios Distribution Limited completed the acquisition of remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) on March 1, 2024.お知らせ • Jan 09ITV plc to Report Fiscal Year 2023 Results on Mar 07, 2024ITV plc announced that they will report fiscal year 2023 results on Mar 07, 2024New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (7.5% net profit margin).お知らせ • Nov 17ITV plc Announces Directorate ChangeITV plc announces that Duncan Painter will be stepping down as a Non-Executive Director of the company with effect from 30 November 2023.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Dawn Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 12Upcoming dividend of UK£0.017 per share at 7.4% yieldEligible shareholders must have bought the stock before 19 October 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.5%).お知らせ • Oct 05Itv plc Appoints Dawn Allen as Independent Non-Executive Director and A Member of the Audit and Risk CommitteeITV plc announce that Dawn Allen has been appointed to the ITV plc Board as an independent Non-executive Director and a member of the Audit and Risk Committee with effect from this date. Dawn is a commercial and highly strategic Chief Financial Officer who has held global roles in large scale businesses across consumer-related sectors. She was appointed Chief Financial Officer of Tate & Lyle PLC in May 2022, where she has been heavily involved in developing the global strategy, digital capabilities and processes. Prior to this she was Global CFO & VP, Global Transformation at Mars where, during a 25-year career, she held a number of key senior financial roles in Europe and the US including Global Divisional CFO, Food, Drinks and Multi Sales and Regional CFO Wrigley Americas.Recent Insider Transactions • Aug 14MD of Streaming recently sold €544k worth of stockOn the 9th of August, Rufus Radcliffe sold around 627k shares on-market at roughly €0.87 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €541k more than they bought in the last 12 months.お知らせ • Aug 01ITV plc Appoints Marjorie Kaplan as an Independent Non-Executive Director, Effective 1 September 2023ITV plc announced that Marjorie Kaplan will be appointed to the ITV plc Board as an independent Non-executive Director with effect from 1 September 2023. Marjorie spent 20 years as a senior executive in the global media industry at Discovery where she oversaw dramatic growth at multiple major networks in the US, building new franchises and unlocking revenue opportunities across platforms, and then was responsible for strategy, coordination and execution of the International Division's global content activities across the portfolio worldwide. Marjorie is American and has substantial experience in both the US and Europe with a track record as a change agent, transforming and growing global brands and businesses, and building vibrant organisations. She is currently a professional mentor and Head of Faculty at Merryck & Co. She is also a non-executive director of ProSiebenSat.1 Media SE in Germany and ARTDAI.New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.5% net profit margin).Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.01 (vs UK£0.048 in 1H 2022)First half 2023 results: EPS: UK£0.01 (down from UK£0.048 in 1H 2022). Revenue: UK£1.64b (down 2.4% from 1H 2022). Net income: UK£42.0m (down 78% from 1H 2022). Profit margin: 2.6% (down from 12% in 1H 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 17ITV Considers Possible Deal to Buy All3MediaBritain's ITV (LSE:ITV) is "actively exploring the possible acquisition" of production company All3Media Limited, it said on June 16, 2023 after Reuters reported the broadcaster's interest. All3Media could be valued at more than £1 billion ($1.3 billion), sources said in May when Reuters reported that the company's owners were exploring options for the maker of popular shows "Fleabag", "Midsomer Murders" and "The Traitors". Sources told Reuters in a story released on June 15, 2023 that Warner Brothers could sell its All3Media holding while Liberty Global could retain a stake in a merged entity, which would comprise ITV Studios and All3Media. Another option is that ITV buys out both parties entirely, one source added. "ITV Plc notes the recent media speculation and confirms that it is actively exploring the possible acquisition of All3Media," the broadcaster said in a statement to the stock exchange. "There can be no certainty as to whether any transaction will take place, nor as to the terms of any such transaction".お知らせ • May 22ITV plc Announces Resignation of Anna Manz as Non-Executive Director, Effective August 31, 2023ITV plc announced that Anna Manz will be stepping down as a Non-Executive Director with effect from 31 August 2023.Upcoming Dividend • Apr 06Upcoming dividend of UK£0.033 per share at 6.2% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 47% and the cash payout ratio is 89%. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.1%).Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.11 (vs UK£0.094 in FY 2021)Full year 2022 results: EPS: UK£0.11 (up from UK£0.094 in FY 2021). Revenue: UK£3.73b (up 8.0% from FY 2021). Net income: UK£428.0m (up 13% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% 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 • Feb 08ITV plc to Report First Half, 2023 Results on Jul 27, 2023ITV plc announced that they will report first half, 2023 results on Jul 27, 2023お知らせ • Dec 10ITV plc to Report Fiscal Year 2022 Results on Mar 02, 2023ITV plc announced that they will report fiscal year 2022 results on Mar 02, 2023Upcoming Dividend • Oct 13Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 5.5%. Within top quartile of German dividend payers (5.4%). Lower than average of industry peers (9.7%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£98.0m from profit in 1H 2021). Profit margin: (down from 6.3% in 1H 2021). Over the next year, revenue is forecast to grow 1.5%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 11ITV plc to Report First Half, 2022 Results on Jul 28, 2022ITV plc announced that they will report first half, 2022 results on Jul 28, 2022Upcoming Dividend • Apr 07Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (6.0%).Recent Insider Transactions • Mar 05Chairman recently bought €120k worth of stockOn the 3rd of March, Peter Bazalgette bought around 110k shares on-market at roughly €1.09 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.094 (up from UK£0.071 in FY 2020). Revenue: UK£3.45b (up 24% from FY 2020). Net income: UK£378.0m (up 33% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% 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 • Mar 04+ 1 more updateITV plc, Annual General Meeting, Apr 28, 2022ITV plc, Annual General Meeting, Apr 28, 2022.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.23, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 8.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.39 per share.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Reported Earnings • Jul 29First half 2021 earnings released: EPS UK£0.024 (vs UK£0.005 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£1.55b (up 27% from 1H 2020). Net income: UK£98.0m (up 416% from 1H 2020). Profit margin: 6.3% (up from 1.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Jun 22+ 1 more updateITV plc(LSE:ITV) dropped from FTSE 250 IndexITV plc(LSE:ITV) dropped from FTSE 250 IndexAnalyst Estimate Surprise Post Earnings • Mar 11Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 12%, compared to a 4.0% growth forecast for the Media industry in Germany.Reported Earnings • Mar 11Full year 2020 earnings released: EPS UK£0.071 (vs UK£0.12 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.78b (down 16% from FY 2019). Net income: UK£285.0m (down 40% from FY 2019). Profit margin: 10% (down from 14% in FY 2019). 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 5% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 25New 90-day high: €1.30The company is up 23% from its price of €1.06 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.61 per share.Is New 90 Day High Low • Feb 08New 90-day high: €1.25The company is up 25% from its price of €1.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.59 per share.お知らせ • Jan 20ITV Announces Peter Bazalgette Prepares Stand Down in 2022ITV appointed executive search consultancy Stuart Spencer to help find its next chairman, Sky News has learnt. The moves comes as Sir Peter Bazalgette prepares stand down in 2022, having chaired the group since 2016.Is New 90 Day High Low • Dec 16New 90-day high: €1.16The company is up 63% from its price of €0.71 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.56 per share.お知らせ • Dec 05ITV plc Announces Board ChangesITV plc announces that Sharmila Nebhrajani has been appointed to the ITV plc Board as an independent Non-executive Director and member of the Remuneration Committee with effect from 10 December 2020. Sharmila will succeed Roger Faxon, who will be stepping down from the Board on 10 December 2020, having served for eight years. Sharmila Nebhrajani is currently a Non-executive Director of Severn Trent plc, Chairman of National Institute for Health and Care Excellence and Non-executive Director of National Savings & Investments.お知らせ • Nov 20ITV plc to Report Fiscal Year 2020 Results on Mar 03, 2021ITV plc announced that they will report fiscal year 2020 results on Mar 03, 2021Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 17% share price gain to UK£1.04, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 11x. This compares to an average P/E of 21x in the Media industry in Germany. Total return to shareholders over the past three years is a loss of 30%.Is New 90 Day High Low • Nov 07New 90-day high: €0.88The company is up 24% from its price of €0.71 on 07 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.32 per share.Is New 90 Day High Low • Oct 05New 90-day high: €0.77The company is up 1.0% from its price of €0.76 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media 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 €1.24 per share.お知らせ • Sep 21ITV plc(LSE:ITV) dropped from FTSE 100 IndexITV plc(LSE:ITV) dropped from FTSE 100 Indexお知らせ • Sep 13ITV plc Provides No Financial Guidance for the Third Quarter of Fiscal 2020ITV plc announced that it continue to monitor the risks associated with COVID-19 and a wide range of possible financial scenarios. The company announced that it is focused on tightly managing the costs and the cash. Given the continued level of uncertainty for both ITV Studios and Broadcast, it's not possible to provide financial guidance for the third quarter for the remainder of the year.お知らせ • Jun 28ITV plc to Report First Half, 2020 Results on Aug 06, 2020ITV plc announced that they will report first half, 2020 results on Aug 06, 2020収支内訳ITV の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:IJ7 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Dec 253,5112200030 Sep 253,4932030030 Jun 253,4741860031 Mar 253,4812970031 Dec 243,4884080030 Sep 243,5364210030 Jun 243,5844340031 Mar 243,6043220031 Dec 233,6242100030 Sep 233,6562440030 Jun 233,6882770031 Mar 233,7083530031 Dec 223,7284280030 Sep 223,6564510030 Jun 223,5844730031 Mar 223,5194260031 Dec 213,4533780030 Sep 213,2823713030 Jun 213,1113646031 Mar 212,9463256031 Dec 202,7812856030 Sep 202,9162933030 Jun 203,0503011031 Mar 203,1793871031 Dec 193,3084732030 Sep 193,2014592030 Jun 193,0944452031 Mar 193,1534562031 Dec 183,2114662030 Sep 183,23344210030 Jun 183,25441819031 Mar 183,19241421031 Dec 173,13040922030 Sep 173,08040823030 Jun 173,03040623031 Mar 173,04742822031 Dec 163,06444921030 Sep 163,09246710030 Jun 163,119484-1031 Mar 163,0464900031 Dec 152,9724952030 Sep 152,8475120030 Jun 152,721528-20質の高い収益: IJ7には£107.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: IJ7の現在の純利益率 (6.3%)は、昨年(11.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: IJ7の収益は過去 5 年間で年間7.1%減少しました。成長の加速: IJ7は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: IJ7は過去 1 年間で収益成長率がマイナス ( -46.1% ) となったため、 Media業界平均 ( -11.7% ) と比較することが困難です。株主資本利益率高いROE: IJ7の 自己資本利益率 ( 12.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 23:40終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ITV plc 6 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。23 アナリスト機関William Noel MilnerArete Research Services LLPJULIEN ROCHBarclaysSarah SimonBerenberg20 その他のアナリストを表示
お知らせ • Jul 25+ 1 more updateITV plc to Report First Half, 2025 Results on Jul 24, 2025ITV plc announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Aug 20ITV plc to Report Fiscal Year 2024 Results on Mar 06, 2025ITV plc announced that they will report fiscal year 2024 results on Mar 06, 2025
Reported Earnings • Jul 26First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.01 in 1H 2023)First half 2024 results: EPS: UK£0.066 (up from UK£0.01 in 1H 2023). Revenue: UK£1.60b (down 2.4% from 1H 2023). Net income: UK£266.0m (up UK£224.0m from 1H 2023). Profit margin: 17% (up from 2.6% in 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Jul 26ITV plc to Report First Half, 2024 Results on Jul 25, 2024ITV plc announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.052 (vs UK£0.11 in FY 2022)Full year 2023 results: EPS: UK£0.052 (down from UK£0.11 in FY 2022). Revenue: UK£3.62b (down 2.8% from FY 2022). Net income: UK£210.0m (down 51% from FY 2022). Profit margin: 5.8% (down from 12% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 09ITV plc to Report Fiscal Year 2023 Results on Mar 07, 2024ITV plc announced that they will report fiscal year 2023 results on Mar 07, 2024
お知らせ • Mar 06ITV plc, Annual General Meeting, May 07, 2026ITV plc, Annual General Meeting, May 07, 2026.
お知らせ • Jan 22ITV plc Announces Chair of the Audit & Risk Committee Changes, Effective March 5, 2026ITV plc announces that Non-Executive Director Margaret Ewing will step down as Chair of the Audit and Risk Committee (the Committee) on 5 March 2026. She will continue as a member of the Committee and in her other Board roles. Dawn Allen will succeed Margaret as Chair of the Committee on 5 March 2026. Dawn joined the Board on 2 October 2023 as a Non-Executive Director and has been a member of the Committee since her appointment. Dawn is a chartered accountant with over 30 years of financial experience and is currently chief financial officer of Haleon plc.
お知らせ • Nov 08ITV plc's Response to Recent SpeculationITV plc (LSE:ITV) noted the recent press speculation and confirmed that it is in preliminary discussions regarding a possible sale of its M&E business to Sky Limited for an enterprise value of £1.6 billion. There can be no certainty as to the terms upon which any potential sale may be agreed or whether any transaction will take place. A further announcement will be made in due course if appropriate.
お知らせ • Nov 07Comcast Reportedly in Talks to Acquire ITV's Broadcasting UnitComcast Corporation (NasdaqGS:CMCSA) is in talks with ITV plc (LSE:ITV) about buying its television business, in a deal that could result in it being combined with the US media giant’s Sky subsidiary to create a leading broadcast and streaming group in the UK. The talks between ITV and Comcast focus on the UK public service broadcaster’s media and entertainment arm, which comprises its terrestrial channels as well as its streaming service ITVX, according to people familiar with the situation. Any transaction would not involve ITV Studios, the broadcaster’s production arm. The talks between Comcast and ITV are at an early stage and there is no certainty of a deal being struck, one of the people close to the discussions said. Comcast, which bought media and telecoms business Sky in 2018, is one of several companies to have expressed a potential interest in ITV’s operations. ITV, which is listed on the London Stock Exchange, has a market capitalisation of £2.5 billion. Comcast and ITV declined to comment. Bloomberg first reported the talks between the two companies.
お知らせ • Jul 25+ 1 more updateITV plc to Report First Half, 2025 Results on Jul 24, 2025ITV plc announced that they will report first half, 2025 results on Jul 24, 2025
お知らせ • Jun 24Keir Starmer Offers BBC's Commercial Rivals the Chance to Join ForcesKeir Starmer has opened the door to mergers between the BBC's commercial rivals as they come under mounting pressure from streaming. The Government on 23 June 2025 set out plans to remove barriers to allow broadcasters such as ITV plc (LSE:ITV), Channel 4 and Channel 5 to join forces as part of its new industrial strategy. Ministers said they would examine "possible consolidation between broadcasters, which may benefit their financial sustainability and audiences", as well as "closer strategic partnerships". The Competition and Markets Authority and Ofcom will be asked to review their defnitions of the television and advertising markets to include, for instance, YouTube and Netfix. Such moves would reduce the market share of broadcasters, making it much more likely that regulators could approve a merger of their advertising sales operations, or even an ITV takeover of Channel 5 and Channel 4. Investors and television industry leaders are increasingly arguing for such consolidation to cut costs as audiences and advertisers migrate to streamers. Less radical steps are already being taken in that direction. ITV, Channel 4 and Sky last week struck a deal to pool their online advertising spots to mount a stronger challenge to the colossal scale of YouTube. The three broadcasters each operate their own television advertising sales house. Bringing them together would be an obvious next step, but would require regulators to agree that streaming competition means it would not be too powerful a player. The Government pointed to broadcasters in other countries pursuing mergers to "increase economies of scale". It added: "We must take active steps to ensure our domestic broadcasters can adapt to this changing market, and continue their support for independent producers of all sizes so that intellectual property remains in the UK. "The financial sustainability of our public service broadcasters is under pressure as they compete for content and advertising revenues with global media and technology companies." It comes as ITV is locked in discussions over a deal that could result in either a sale of the broadcaster or a deal to spin off its lucrative production business. Banijay, the French production powerhouse behind Big Brother and Peaky Blinders, has reportedly held discussions with ITV over a potential bid. All3Media, the UAE-owned group behind shows including The Traitors and Race Across the World, has also been linked to a possible deal.
お知らせ • Apr 14ITV plc Appoints Helen Ashton as Independent Non-Executive Director with Effect from 13 May 2025Entain plc announced that Helen Ashton, a Non-Executive Director of the Company, has been appointed an independent Non-Executive Director of ITV plc with effect from 13 May 2025.
お知らせ • Mar 06ITV plc, Annual General Meeting, May 13, 2025ITV plc, Annual General Meeting, May 13, 2025.
お知らせ • Feb 26ITV plc Announces Stepping Down of Salman Amin as Non-Executive DirectorITV plc announced that Salman Amin has stepped down as a Non-Executive Director with effect from 25 February 2025.
お知らせ • Oct 31ITV plc (LSE:ITV) acquired an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures.ITV plc (LSE:ITV) acquired an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures on October 30, 2024. Tom Manwaring of Helion Partners LLP acted as financial advisor for Channel 4 Ventures. ITV plc (LSE:ITV) completed the acquisition of an unknown majority stake in Eagle Eye Drama Limited from The Channel 4 Growth Fund managed by Channel Four Television Corp., Investment Arm and Channel 4 Ventures on October 30, 2024.
Upcoming Dividend • Oct 10Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 26 November 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 84%. Trailing yield: 6.5%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (5.8%).
お知らせ • Sep 19ITV plc Appoints Ade Rawcliffe as Chief People OfficerITV announced the appointment of Ade Rawcliffe as ITV Chief People Officer with effect from January 2025. She is currently ITV's Group Director of Diversity and Inclusion, and has been a member of the management board since 2020.
お知らせ • Aug 20ITV plc to Report Fiscal Year 2024 Results on Mar 06, 2025ITV plc announced that they will report fiscal year 2024 results on Mar 06, 2025
Declared Dividend • Jul 28First half dividend of UK£0.017 announcedShareholders will receive a dividend of UK£0.017. Ex-date: 17th October 2024 Payment date: 26th November 2024 Dividend yield will be 5.9%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (83% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 20% over the next 3 years. However, it would need to fall by 49% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Jul 26First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.01 in 1H 2023)First half 2024 results: EPS: UK£0.066 (up from UK£0.01 in 1H 2023). Revenue: UK£1.60b (down 2.4% from 1H 2023). Net income: UK£266.0m (up UK£224.0m from 1H 2023). Profit margin: 17% (up from 2.6% in 1H 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • Jul 26ITV plc to Report First Half, 2024 Results on Jul 25, 2024ITV plc announced that they will report first half, 2024 results on Jul 25, 2024
Upcoming Dividend • Apr 04Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 23 May 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (5.6%).
お知らせ • Mar 18ITV plc(LSE:ITV) dropped from FTSE All-World Index (USD)ITV plc(LSE:ITV) dropped from FTSE All-World Index (USD)
Declared Dividend • Mar 11Final dividend of UK£0.033 announcedShareholders will receive a dividend of UK£0.033. Ex-date: 11th April 2024 Payment date: 23rd May 2024 Dividend yield will be 6.9%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 5.6% 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 6.4% to bring the payout ratio under control. EPS is expected to grow by 110% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Mar 08ITV plc Declares Final Dividend, Payable on 23 May 2024The Board of ITV plc recognises the importance of the ordinary dividend to ITV shareholders. Reflecting its confidence in the business and its strategy, as well as the continued strong cash generation, in line with ITV's dividend policy, the Board has declared a final dividend of 3.3 pence (2022: 3.3 pence), giving an ordinary dividend of 5.0 pence per share for the full year 2023 (2022: 5.0 pence), a total payout of £201 million. The Board remains committed to paying a total dividend of at least 5.0 pence in 2024, which it expects to grow over the medium term, whilst balancing further investment to support strategy and commitment to investment grade metrics over the medium term. Ex-dividend date is 11 April 2024. Record date is 12 April 2024. Dividend paid is 23 May 2024.
Reported Earnings • Mar 08Full year 2023 earnings released: EPS: UK£0.052 (vs UK£0.11 in FY 2022)Full year 2023 results: EPS: UK£0.052 (down from UK£0.11 in FY 2022). Revenue: UK£3.62b (down 2.8% from FY 2022). Net income: UK£210.0m (down 51% from FY 2022). Profit margin: 5.8% (down from 12% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 07ITV plc, Annual General Meeting, May 02, 2024ITV plc, Annual General Meeting, May 02, 2024.
お知らせ • Mar 01BBC Studios Distribution Limited acquired remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) for approximately £260 million.BBC Studios Distribution Limited acquired remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) for approximately £260 million on March 1, 2024. BBC Studios is taking full ownership of BritBox International. As part of the transaction, BBC Studios has extended its licensing agreements with ITV ensuring that programming for BritBox International will continue to represent a wide range of British content. BBC Studios Distribution Limited completed the acquisition of remaining 50% stake in BritBox International Limited from ITV plc (LSE:ITV) on March 1, 2024.
お知らせ • Jan 09ITV plc to Report Fiscal Year 2023 Results on Mar 07, 2024ITV plc announced that they will report fiscal year 2023 results on Mar 07, 2024
New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (7.5% net profit margin).
お知らせ • Nov 17ITV plc Announces Directorate ChangeITV plc announces that Duncan Painter will be stepping down as a Non-Executive Director of the company with effect from 30 November 2023.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-executive Director Dawn Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 12Upcoming dividend of UK£0.017 per share at 7.4% yieldEligible shareholders must have bought the stock before 19 October 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.5%).
お知らせ • Oct 05Itv plc Appoints Dawn Allen as Independent Non-Executive Director and A Member of the Audit and Risk CommitteeITV plc announce that Dawn Allen has been appointed to the ITV plc Board as an independent Non-executive Director and a member of the Audit and Risk Committee with effect from this date. Dawn is a commercial and highly strategic Chief Financial Officer who has held global roles in large scale businesses across consumer-related sectors. She was appointed Chief Financial Officer of Tate & Lyle PLC in May 2022, where she has been heavily involved in developing the global strategy, digital capabilities and processes. Prior to this she was Global CFO & VP, Global Transformation at Mars where, during a 25-year career, she held a number of key senior financial roles in Europe and the US including Global Divisional CFO, Food, Drinks and Multi Sales and Regional CFO Wrigley Americas.
Recent Insider Transactions • Aug 14MD of Streaming recently sold €544k worth of stockOn the 9th of August, Rufus Radcliffe sold around 627k shares on-market at roughly €0.87 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €541k more than they bought in the last 12 months.
お知らせ • Aug 01ITV plc Appoints Marjorie Kaplan as an Independent Non-Executive Director, Effective 1 September 2023ITV plc announced that Marjorie Kaplan will be appointed to the ITV plc Board as an independent Non-executive Director with effect from 1 September 2023. Marjorie spent 20 years as a senior executive in the global media industry at Discovery where she oversaw dramatic growth at multiple major networks in the US, building new franchises and unlocking revenue opportunities across platforms, and then was responsible for strategy, coordination and execution of the International Division's global content activities across the portfolio worldwide. Marjorie is American and has substantial experience in both the US and Europe with a track record as a change agent, transforming and growing global brands and businesses, and building vibrant organisations. She is currently a professional mentor and Head of Faculty at Merryck & Co. She is also a non-executive director of ProSiebenSat.1 Media SE in Germany and ARTDAI.
New Risk • Jul 28New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.5% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (7.5% net profit margin).
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.01 (vs UK£0.048 in 1H 2022)First half 2023 results: EPS: UK£0.01 (down from UK£0.048 in 1H 2022). Revenue: UK£1.64b (down 2.4% from 1H 2022). Net income: UK£42.0m (down 78% from 1H 2022). Profit margin: 2.6% (down from 12% in 1H 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 17ITV Considers Possible Deal to Buy All3MediaBritain's ITV (LSE:ITV) is "actively exploring the possible acquisition" of production company All3Media Limited, it said on June 16, 2023 after Reuters reported the broadcaster's interest. All3Media could be valued at more than £1 billion ($1.3 billion), sources said in May when Reuters reported that the company's owners were exploring options for the maker of popular shows "Fleabag", "Midsomer Murders" and "The Traitors". Sources told Reuters in a story released on June 15, 2023 that Warner Brothers could sell its All3Media holding while Liberty Global could retain a stake in a merged entity, which would comprise ITV Studios and All3Media. Another option is that ITV buys out both parties entirely, one source added. "ITV Plc notes the recent media speculation and confirms that it is actively exploring the possible acquisition of All3Media," the broadcaster said in a statement to the stock exchange. "There can be no certainty as to whether any transaction will take place, nor as to the terms of any such transaction".
お知らせ • May 22ITV plc Announces Resignation of Anna Manz as Non-Executive Director, Effective August 31, 2023ITV plc announced that Anna Manz will be stepping down as a Non-Executive Director with effect from 31 August 2023.
Upcoming Dividend • Apr 06Upcoming dividend of UK£0.033 per share at 6.2% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 25 May 2023. Payout ratio is a comfortable 47% and the cash payout ratio is 89%. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.1%).
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.11 (vs UK£0.094 in FY 2021)Full year 2022 results: EPS: UK£0.11 (up from UK£0.094 in FY 2021). Revenue: UK£3.73b (up 8.0% from FY 2021). Net income: UK£428.0m (up 13% from FY 2021). Profit margin: 12% (in line with FY 2021). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% 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 • Feb 08ITV plc to Report First Half, 2023 Results on Jul 27, 2023ITV plc announced that they will report first half, 2023 results on Jul 27, 2023
お知らせ • Dec 10ITV plc to Report Fiscal Year 2022 Results on Mar 02, 2023ITV plc announced that they will report fiscal year 2022 results on Mar 02, 2023
Upcoming Dividend • Oct 13Upcoming dividend of UK£0.017 per shareEligible shareholders must have bought the stock before 20 October 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 5.5%. Within top quartile of German dividend payers (5.4%). Lower than average of industry peers (9.7%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£98.0m from profit in 1H 2021). Profit margin: (down from 6.3% in 1H 2021). Over the next year, revenue is forecast to grow 1.5%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 11ITV plc to Report First Half, 2022 Results on Jul 28, 2022ITV plc announced that they will report first half, 2022 results on Jul 28, 2022
Upcoming Dividend • Apr 07Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 26 May 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.9%). Lower than average of industry peers (6.0%).
Recent Insider Transactions • Mar 05Chairman recently bought €120k worth of stockOn the 3rd of March, Peter Bazalgette bought around 110k shares on-market at roughly €1.09 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Reported Earnings • Mar 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.094 (up from UK£0.071 in FY 2020). Revenue: UK£3.45b (up 24% from FY 2020). Net income: UK£378.0m (up 33% from FY 2020). Profit margin: 11% (in line with FY 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 2.4%, compared to a 8.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% 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 • Mar 04+ 1 more updateITV plc, Annual General Meeting, Apr 28, 2022ITV plc, Annual General Meeting, Apr 28, 2022.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.23, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.45, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 8.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.39 per share.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Reported Earnings • Jul 29First half 2021 earnings released: EPS UK£0.024 (vs UK£0.005 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£1.55b (up 27% from 1H 2020). Net income: UK£98.0m (up 416% from 1H 2020). Profit margin: 6.3% (up from 1.6% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 22+ 1 more updateITV plc(LSE:ITV) dropped from FTSE 250 IndexITV plc(LSE:ITV) dropped from FTSE 250 Index
Analyst Estimate Surprise Post Earnings • Mar 11Revenue misses expectationsRevenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 12%, compared to a 4.0% growth forecast for the Media industry in Germany.
Reported Earnings • Mar 11Full year 2020 earnings released: EPS UK£0.071 (vs UK£0.12 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.78b (down 16% from FY 2019). Net income: UK£285.0m (down 40% from FY 2019). Profit margin: 10% (down from 14% in FY 2019). 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 5% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 25New 90-day high: €1.30The company is up 23% from its price of €1.06 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.61 per share.
Is New 90 Day High Low • Feb 08New 90-day high: €1.25The company is up 25% from its price of €1.00 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.59 per share.
お知らせ • Jan 20ITV Announces Peter Bazalgette Prepares Stand Down in 2022ITV appointed executive search consultancy Stuart Spencer to help find its next chairman, Sky News has learnt. The moves comes as Sir Peter Bazalgette prepares stand down in 2022, having chaired the group since 2016.
Is New 90 Day High Low • Dec 16New 90-day high: €1.16The company is up 63% from its price of €0.71 on 17 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.56 per share.
お知らせ • Dec 05ITV plc Announces Board ChangesITV plc announces that Sharmila Nebhrajani has been appointed to the ITV plc Board as an independent Non-executive Director and member of the Remuneration Committee with effect from 10 December 2020. Sharmila will succeed Roger Faxon, who will be stepping down from the Board on 10 December 2020, having served for eight years. Sharmila Nebhrajani is currently a Non-executive Director of Severn Trent plc, Chairman of National Institute for Health and Care Excellence and Non-executive Director of National Savings & Investments.
お知らせ • Nov 20ITV plc to Report Fiscal Year 2020 Results on Mar 03, 2021ITV plc announced that they will report fiscal year 2020 results on Mar 03, 2021
Valuation Update With 7 Day Price Move • Nov 16Market bids up stock over the past weekAfter last week's 17% share price gain to UK£1.04, the stock is trading at a trailing P/E ratio of 12.8x, up from the previous P/E ratio of 11x. This compares to an average P/E of 21x in the Media industry in Germany. Total return to shareholders over the past three years is a loss of 30%.
Is New 90 Day High Low • Nov 07New 90-day high: €0.88The company is up 24% from its price of €0.71 on 07 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 Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.32 per share.
Is New 90 Day High Low • Oct 05New 90-day high: €0.77The company is up 1.0% from its price of €0.76 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media 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 €1.24 per share.
お知らせ • Sep 21ITV plc(LSE:ITV) dropped from FTSE 100 IndexITV plc(LSE:ITV) dropped from FTSE 100 Index
お知らせ • Sep 13ITV plc Provides No Financial Guidance for the Third Quarter of Fiscal 2020ITV plc announced that it continue to monitor the risks associated with COVID-19 and a wide range of possible financial scenarios. The company announced that it is focused on tightly managing the costs and the cash. Given the continued level of uncertainty for both ITV Studios and Broadcast, it's not possible to provide financial guidance for the third quarter for the remainder of the year.
お知らせ • Jun 28ITV plc to Report First Half, 2020 Results on Aug 06, 2020ITV plc announced that they will report first half, 2020 results on Aug 06, 2020