Mirvac Group（MJB）株式概要1972年に設立されたMirvacは、オーストラリア証券取引所（ASX）のトップ50に入る企業で、統合された資産創造とキュレーション能力を備えている。 詳細MJB ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績1/6財務の健全性2/6配当金4/6報酬当社が推定した公正価値より52.7%で取引されている 収益は年間10.22%増加すると予測されています 今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 不安定な配当実績 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るMJB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€1.042.6k% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-603m3b2016201920222025202620282031Revenue AU$135.9mEarnings AU$17.9mAdvancedSet Fair ValueView all narrativesMirvac Group 競合他社Nomura Real Estate Master FundSymbol: TSE:3462Market cap: JP¥711.4bFibra UNOSymbol: BMV:FUNO 11Market cap: Mex$113.0bKLCC Property Holdings BerhadSymbol: KLSE:KLCCMarket cap: RM 16.1bBroadstone Net LeaseSymbol: NYSE:BNLMarket cap: US$4.2b価格と性能株価の高値、安値、推移の概要Mirvac Group過去の株価現在の株価AU$1.0452週高値AU$1.3452週安値AU$0.95ベータ0.901ヶ月の変化2.99%3ヶ月変化0.98%1年変化-12.29%3年間の変化-23.77%5年間の変化-43.04%IPOからの変化-63.56%最新ニュースDeclared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.お知らせ • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.お知らせ • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026お知らせ • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.お知らせ • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.お知らせ • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.最新情報をもっと見るRecent updatesDeclared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.お知らせ • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.お知らせ • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026お知らせ • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.お知らせ • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.お知らせ • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.お知らせ • Mar 01Mirvac Group Appoints Rosemary Hartnett to Audit, Risk and Compliance Committee and the Human Resources Committee, Effective 1 March 2025Mirvac Group announced that following the appointment of Rosemary Hartnett to the Mirvac Board on 2 December 2024, she will also join the Audit, Risk and Compliance Committee and the Human Resources Committee with effect from 1 March 2025.お知らせ • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.お知らせ • Feb 14Mirvac Group to Report First Half, 2025 Results on Feb 14, 2025Mirvac Group announced that they will report first half, 2025 results on Feb 14, 2025お知らせ • Dec 18Buyout or Equity Raising Reportedly Likely for Lifestyle CommunitiesLifestyle Communities Limited (ASX:LIC) remains on watch for a buyout or an emergency equity raising. Some observers have suggested that the group, with $320 million of net debt, may have to tap the market to boost its balance sheet. Yet Lifestyle Communities says it has no plans to raise equity, and there are analysts that agree. Others believe it's more likely that a rival capitalises on its weakness and launches a bid for the company. The deal that makes the most sense, observers say, is a purchase of Lifestyle Communities by the $1.9 billion listed rival Ingenia Communities Group (ASX:INA), which could use its own shares to pay for the business. David Di Pilla's HMC Capital owns major stakes in both stocks. Ingenia's $1 billion holiday parks business could be sold to fund a deal to buy its rival. Sources say it's equally possible that Mirvac Group (ASX:MGR) buys the business. There's also chatter that Macquarie Group Limited (ASX:MQG) is interested in the space, so it could also be a contender.お知らせ • Oct 09Mirvac Group Appoints Rosemary Hartnett as Non-Executive Director, Effective December 2, 2024Mirvac Group announces the appointment of Rosemary Hartnett as a non-executive director to the Mirvac board, effective December 2,2024. Rosemary has over 30 years' experience in the Australian property sector and extensive senior management experience in property finance. Her former executive roles include senior property finance executive and fund manager roles for trading and investment banks, including Macquarie Bank, ANZ and NAB. Rosemary was also Chief Executive Officer of Housing Choices Australia, one of the country's leading registered housing associations. Rosemary is currently an independent director for ASX listed Arena REIT and was previously Chair and an independent director of ISPT Pty Ltd. and a director of an ISPT joint venture, International Property Funds Management Pty Ltd. Her former board roles include independent directorships of Fanplayr Inc., Aconex, and Wallara Australia. Rosemary holds a Bachelor of Business in Property (Valuations) and is a member of the Australian Institute of Company Directors.お知らせ • Aug 30Mirvac Group, Annual General Meeting, Nov 15, 2024Mirvac Group, Annual General Meeting, Nov 15, 2024.Reported Earnings • Aug 08Full year 2024 earnings released: AU$0.20 loss per share (vs AU$0.042 loss in FY 2023)Full year 2024 results: AU$0.20 loss per share (further deteriorated from AU$0.042 loss in FY 2023). Revenue: AU$3.04b (up 56% from FY 2023). Net loss: AU$805.0m (loss widened 388% from FY 2023). Revenue is expected to decline by 57% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Jun 28Mirvac Group to Report Fiscal Year 2024 Results on Aug 08, 2024Mirvac Group announced that they will report fiscal year 2024 results on Aug 08, 2024Declared Dividend • Jun 20First half dividend of AU$0.06 announcedShareholders will receive a dividend of AU$0.06. Ex-date: 27th June 2024 Payment date: 29th August 2024 Dividend yield will be 7.6%, which is higher than the industry average of 5.4%.お知らせ • May 11Keppel REIT (Australia) Sub-Trust 8 acquired 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR).Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for approximately AUD360 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. Purchase Consideration for Net Lettable Area 19,498.4sqm is AUD363.8 million. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy. Completion is expected to take place within the next two quarters of 2024. MinterEllison acted as legal advisor to Mirvac Wholesale Office Fund. Keppel REIT (Australia) Sub-Trust 8 completed the acquisition of 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) on May 9, 2024. As of May 9, 2024, The transaction received no objection notification from FIRB for the Acquisition.お知らせ • Apr 03+ 1 more updateKeppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million.Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy.Completion is expected to take place within the next two quarters of 2024.Buy Or Sell Opportunity • Mar 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.26. The fair value is estimated to be €1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 08First half 2024 earnings released: AU$0.051 loss per share (vs AU$0.055 profit in 1H 2023)First half 2024 results: AU$0.051 loss per share (down from AU$0.055 profit in 1H 2023). Revenue: AU$1.25b (up 51% from 1H 2023). Net loss: AU$201.0m (down 194% from profit in 1H 2023). Revenue is expected to fall by 31% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.045 per share at 5.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 February 2024. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.6%).お知らせ • Dec 19Mirvac Group to Report First Half, 2024 Results on Feb 08, 2024Mirvac Group announced that they will report first half, 2024 results on Feb 08, 2024Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €1.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.お知らせ • Dec 13+ 1 more updateMirvac Group Declares Dividend for the Six Months Ending December 31, 2023, Payable on February 29, 2024Mirvac Group announced fully paid ordinary distribution for the six months ending December 31, 2023 of AUD 0.04500000. Record date is December 29, 2023. Ex-date is December 28, 2023. Payment date is February 29, 2024. The distribution per Stapled Security of 4.5 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.お知らせ • Nov 17Mirvac Group Announces Management ChangesMirvac Group announced that as part of its Board succession program, James Cain will be appointed as a non-executive director, effective 1 December 2023. Mirvac also announced the retirement of James Millar AM from the Board, effective 31 December 2023. Following James Millar's retirement, Peter Nash, who has been on the Board since 2018, will be appointed as Chair of ARCC, effective 1 January 2024.お知らせ • Oct 19Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management.Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management on October 18, 2023. The acquisition is for an enterprise value of AUD 1 billion. The structure post acquisition will be a Joint Venture in which Mirvac and Pacific Equity Partners hold 47.5% ownership each, with the remaining minority interest of 5% to be held by Tasman, which is an existing co-owner in Serenitas. Mirvac will make a AUD 300 million initial investment with AUD 240 million funded on settlement and AUD 60 million deferred for 12 months. Final deferred consideration is subject to Tasman exercising its 12-month option to increase its combined investment in Serenitas to up to 19.99%. Mirvac will fund the transaction from existing liquidity sources, and recent asset disposals. As part of the transaction, the 100+ Serenitas team, led by Serenitas CEO, Rob Nichols, will continue to manage the 27 communities and provide sector leading expertise. Settlement is targeted for 3Q24. The transaction expected to be EPS accretive from FY25.New Risk • Aug 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • Aug 16Full year 2023 earnings released: AU$0.042 loss per share (vs AU$0.23 profit in FY 2022)Full year 2023 results: AU$0.042 loss per share (down from AU$0.23 profit in FY 2022). Revenue: AU$1.97b (down 18% from FY 2022). Net loss: AU$165.0m (down 118% from profit in FY 2022). Revenue is expected to decline by 40% p.a. on average during the next 2 years, while revenues in the REITs industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Aug 16Mirvac Group to Report Q1, 2024 Results on Oct 25, 2023Mirvac Group announced that they will report Q1, 2024 results on Oct 25, 2023Upcoming Dividend • Jun 22Upcoming dividend of AU$0.053 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 August 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).お知らせ • Jun 16Mirvac Group Announces Fully Paid Distribution for the Six Months Ended June 30, 2023, Payable on August 31, 2023Mirvac Group announced fully paid ordinary distribution for the six months ended June 30, 2023 of AUD 0.05300000. Record date is June 30, 2023. Ex-date is June 29, 2023. Payment date is August 31, 2023. The distribution per Stapled Security of 5.3 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.お知らせ • May 29Mirvac Group, Annual General Meeting, Nov 16, 2023Mirvac Group, Annual General Meeting, Nov 16, 2023.Reported Earnings • Feb 12First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.14 in 1H 2022)First half 2023 results: EPS: AU$0.055 (down from AU$0.14 in 1H 2022). Revenue: AU$829.0m (down 37% from 1H 2022). Net income: AU$215.0m (down 62% from 1H 2022). Profit margin: 26% (down from 43% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Buying Opportunity • Jan 04Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 33% per annum. Earnings is forecast to grow by 13% per annum over the same time period.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.052 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 February 2023. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).Recent Insider Transactions • Dec 11Independent Non-Executive Director recently bought €58k worth of stockOn the 6th of December, Jane Hewitt bought around 40k shares on-market at roughly €1.46 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €150k more in shares than they have sold in the last 12 months.Buying Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €1.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 30% per annum. Earnings is forecast to grow by 13% per annum over the same time period.Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.23 in FY 2021). Revenue: AU$2.42b (up 26% from FY 2021). Net income: AU$906.0m (flat on FY 2021). Profit margin: 38% (down from 47% in FY 2021). Over the next year, revenue is forecast to decline by 62% while the reits industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jun 22Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 31 August 2022. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (4.7%).Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 28 February 2022. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.8%).Recent Insider Transactions • Sep 09CEO, MD & Executive Director recently bought €120k worth of stockOn the 31st of August, Susan Lloyd-Hurwitz bought around 62k shares on-market at roughly €1.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Susan has been a net seller over the last 12 months, reducing personal holdings by €462k.Recent Insider Transactions • Aug 28CEO, MD & Executive Director recently sold €582k worth of stockOn the 24th of August, Susan Lloyd-Hurwitz sold around 304k shares on-market at roughly €1.91 per share. This was the largest sale by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.99b (down 12% from FY 2020). Net income: AU$901.0m (up 62% from FY 2020). Profit margin: 45% (up from 25% in FY 2020).Reported Earnings • Feb 13First half 2021 earnings released: EPS AU$0.10 (vs AU$0.16 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.03b (down 23% from 1H 2020). Net income: AU$396.0m (down 35% from 1H 2020). Profit margin: 39% (down from 46% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 13New 90-day low: €1.45The company is down 7.0% from its price of €1.57 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the REITs industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.Is New 90 Day High Low • Dec 15New 90-day high: €1.66The company is up 34% from its price of €1.25 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.85 per share.株主還元MJBDE REITsDE 市場7D0%1.9%-1.7%1Y-12.3%5.4%-0.6%株主還元を見る業界別リターン: MJB過去 1 年間で5.4 % の収益を上げたGerman REITs業界を下回りました。リターン対市場: MJBは、過去 1 年間で-0.6 % のリターンを上げたGerman市場を下回りました。価格変動Is MJB's price volatile compared to industry and market?MJB volatilityMJB Average Weekly Movement4.0%REITs Industry Average Movement3.0%Market Average Movement5.7%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.8%安定した株価: MJB 、 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: MJB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19721,651Campbell Hananwww.mirvac.com1972年に設立されたMirvacは、総合的なアセット・クリエーションとキュレーション能力を持つオーストラリア証券取引所（ASX）トップ50企業です。50年以上にわたり、私たちは都市の特別な場所と体験を創造することに専念してきました。350億ドルを超える運用資産と120億ドルの商業・複合施設開発パイプライン、170億ドルの住宅開発パイプラインを有し、顧客に革新的で高品質な不動産を提供するとともに、株主には長期的な価値を提供している。もっと見るMirvac Group 基礎のまとめMirvac Group の収益と売上を時価総額と比較するとどうか。MJB 基礎統計学時価総額€4.26b収益（TTM）€233.63m売上高(TTM)€1.77b18.0xPER（株価収益率2.4xP/SレシオMJB 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MJB 損益計算書（TTM）収益AU$2.93b売上原価AU$1.93b売上総利益AU$1.01bその他の費用AU$619.00m収益AU$386.00m直近の収益報告Dec 31, 2025次回決算日Aug 19, 2026一株当たり利益（EPS）0.098グロス・マージン34.29%純利益率13.17%有利子負債／自己資本比率43.6%MJB 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5.1%現在の配当利回り55%配当性向MJB 配当は確実ですか？MJB 配当履歴とベンチマークを見るMJB 、いつまでに購入すれば配当金を受け取れますか？Mirvac Group 配当日配当落ち日Jun 29 2026配当支払日Aug 31 2026配当落ちまでの日数1 day配当支払日までの日数62 daysMJB 配当は確実ですか？MJB 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/29 12:22終値2026/06/26 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mirvac Group 10 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。27 アナリスト機関Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedSimon GaringBell Potter24 その他のアナリストを表示
Declared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.
お知らせ • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.
お知らせ • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026
お知らせ • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.
お知らせ • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.
お知らせ • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.
Declared Dividend • Jun 25First half dividend of AU$0.048 announcedShareholders will receive a dividend of AU$0.048. Ex-date: 29th June 2026 Payment date: 31st August 2026 Dividend yield will be 7.4%, which is higher than the industry average of 5.4%.
お知らせ • Jun 17Mirvac Group Announces Unfranked Estimated Interim Dividend for the Six Months Ended June 30, 2026, Payable on August 31, 2026Mirvac Group announced unfranked interim dividend of AUD 0.04800000 per share for the six months ended June 30, 2026, payable on August 31, 2026. Record date is June 30, 2026. Ex Date is June 29, 2026.
お知らせ • Mar 16Mirvac Group to Report Q3, 2026 Results on Apr 23, 2026Mirvac Group announced that they will report Q3, 2026 results on Apr 23, 2026
お知らせ • Oct 22+ 1 more updateMirvac Group Reaffirms Distribution Guidance for the Year 2026Mirvac Group reaffirmed distribution guidance for the year 2026. For the year, the company reaffirmed distribution per security of 9.5 cents, subject to key assumptions.
お知らせ • Aug 27Mirvac Group, Annual General Meeting, Nov 20, 2025Mirvac Group, Annual General Meeting, Nov 20, 2025.
お知らせ • Jun 20Mirvac Group Announces Distribution for the Six Months Ended June 30, 2025, Payable on August 28, 2025Mirvac Group announced distribution of AUD 0.04500000 per Stapled Security for the six months ended June 30, 2025. Record Date is June 30, 2025. Ex Date is June 27, 2025. Payment Date is August 28, 2025.
お知らせ • Mar 01Mirvac Group Appoints Rosemary Hartnett to Audit, Risk and Compliance Committee and the Human Resources Committee, Effective 1 March 2025Mirvac Group announced that following the appointment of Rosemary Hartnett to the Mirvac Board on 2 December 2024, she will also join the Audit, Risk and Compliance Committee and the Human Resources Committee with effect from 1 March 2025.
お知らせ • Feb 15+ 1 more updateMirvac Group Reaffirms Earnings Guidance for the Year 2025Mirvac Group reaffirmed earnings guidance for the year 2025. Subject to no material change in the operating environment, the company have reaffirmed operating earnings of between 12.0 cents per share and 12.3 cents per share in year 2025.
お知らせ • Feb 14Mirvac Group to Report First Half, 2025 Results on Feb 14, 2025Mirvac Group announced that they will report first half, 2025 results on Feb 14, 2025
お知らせ • Dec 18Buyout or Equity Raising Reportedly Likely for Lifestyle CommunitiesLifestyle Communities Limited (ASX:LIC) remains on watch for a buyout or an emergency equity raising. Some observers have suggested that the group, with $320 million of net debt, may have to tap the market to boost its balance sheet. Yet Lifestyle Communities says it has no plans to raise equity, and there are analysts that agree. Others believe it's more likely that a rival capitalises on its weakness and launches a bid for the company. The deal that makes the most sense, observers say, is a purchase of Lifestyle Communities by the $1.9 billion listed rival Ingenia Communities Group (ASX:INA), which could use its own shares to pay for the business. David Di Pilla's HMC Capital owns major stakes in both stocks. Ingenia's $1 billion holiday parks business could be sold to fund a deal to buy its rival. Sources say it's equally possible that Mirvac Group (ASX:MGR) buys the business. There's also chatter that Macquarie Group Limited (ASX:MQG) is interested in the space, so it could also be a contender.
お知らせ • Oct 09Mirvac Group Appoints Rosemary Hartnett as Non-Executive Director, Effective December 2, 2024Mirvac Group announces the appointment of Rosemary Hartnett as a non-executive director to the Mirvac board, effective December 2,2024. Rosemary has over 30 years' experience in the Australian property sector and extensive senior management experience in property finance. Her former executive roles include senior property finance executive and fund manager roles for trading and investment banks, including Macquarie Bank, ANZ and NAB. Rosemary was also Chief Executive Officer of Housing Choices Australia, one of the country's leading registered housing associations. Rosemary is currently an independent director for ASX listed Arena REIT and was previously Chair and an independent director of ISPT Pty Ltd. and a director of an ISPT joint venture, International Property Funds Management Pty Ltd. Her former board roles include independent directorships of Fanplayr Inc., Aconex, and Wallara Australia. Rosemary holds a Bachelor of Business in Property (Valuations) and is a member of the Australian Institute of Company Directors.
お知らせ • Aug 30Mirvac Group, Annual General Meeting, Nov 15, 2024Mirvac Group, Annual General Meeting, Nov 15, 2024.
Reported Earnings • Aug 08Full year 2024 earnings released: AU$0.20 loss per share (vs AU$0.042 loss in FY 2023)Full year 2024 results: AU$0.20 loss per share (further deteriorated from AU$0.042 loss in FY 2023). Revenue: AU$3.04b (up 56% from FY 2023). Net loss: AU$805.0m (loss widened 388% from FY 2023). Revenue is expected to decline by 57% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 28Mirvac Group to Report Fiscal Year 2024 Results on Aug 08, 2024Mirvac Group announced that they will report fiscal year 2024 results on Aug 08, 2024
Declared Dividend • Jun 20First half dividend of AU$0.06 announcedShareholders will receive a dividend of AU$0.06. Ex-date: 27th June 2024 Payment date: 29th August 2024 Dividend yield will be 7.6%, which is higher than the industry average of 5.4%.
お知らせ • May 11Keppel REIT (Australia) Sub-Trust 8 acquired 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR).Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for approximately AUD360 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. Purchase Consideration for Net Lettable Area 19,498.4sqm is AUD363.8 million. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy. Completion is expected to take place within the next two quarters of 2024. MinterEllison acted as legal advisor to Mirvac Wholesale Office Fund. Keppel REIT (Australia) Sub-Trust 8 completed the acquisition of 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) on May 9, 2024. As of May 9, 2024, The transaction received no objection notification from FIRB for the Acquisition.
お知らせ • Apr 03+ 1 more updateKeppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million.Keppel REIT (Australia) Sub-Trust 8 agreed to acquire 50% stake in 255 George Street, a freehold Grade A office building in Sydney, Australia from Mirvac Wholesale Office Fund I which is managed by Mirvac Group (ASX:MGR) for AUD 363.8 million on March 28, 2024. The consideration consists of AUD 363.8 million in cash. As part of the consideration, AUD 363.8 million was paid towards assets. The deal will be funded through combination of SGD- and AUD-denominated bank loans and/or potential divestment proceeds that may be available for deployment as part of Keppel REIT’s ongoing portfolio optimisation strategy.Completion is expected to take place within the next two quarters of 2024.
Buy Or Sell Opportunity • Mar 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.26. The fair value is estimated to be €1.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 08First half 2024 earnings released: AU$0.051 loss per share (vs AU$0.055 profit in 1H 2023)First half 2024 results: AU$0.051 loss per share (down from AU$0.055 profit in 1H 2023). Revenue: AU$1.25b (up 51% from 1H 2023). Net loss: AU$201.0m (down 194% from profit in 1H 2023). Revenue is expected to fall by 31% p.a. on average during the next 3 years compared to a 2.3% decline forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 1.1%. The fair value is estimated to be €1.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.045 per share at 5.0% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 February 2024. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.6%).
お知らせ • Dec 19Mirvac Group to Report First Half, 2024 Results on Feb 08, 2024Mirvac Group announced that they will report first half, 2024 results on Feb 08, 2024
Buying Opportunity • Dec 14Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €1.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Dec 13+ 1 more updateMirvac Group Declares Dividend for the Six Months Ending December 31, 2023, Payable on February 29, 2024Mirvac Group announced fully paid ordinary distribution for the six months ending December 31, 2023 of AUD 0.04500000. Record date is December 29, 2023. Ex-date is December 28, 2023. Payment date is February 29, 2024. The distribution per Stapled Security of 4.5 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.
お知らせ • Nov 17Mirvac Group Announces Management ChangesMirvac Group announced that as part of its Board succession program, James Cain will be appointed as a non-executive director, effective 1 December 2023. Mirvac also announced the retirement of James Millar AM from the Board, effective 31 December 2023. Following James Millar's retirement, Peter Nash, who has been on the Board since 2018, will be appointed as Chair of ARCC, effective 1 January 2024.
お知らせ • Oct 19Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management.Mirvac Group (ASX:MGR) and Pacific Equity Partners Secure Assets Fund, L.P. managed by Pacific Equity Partners and Tasman Capital Partners entered into binding agreement to acquire Serenitas Management on October 18, 2023. The acquisition is for an enterprise value of AUD 1 billion. The structure post acquisition will be a Joint Venture in which Mirvac and Pacific Equity Partners hold 47.5% ownership each, with the remaining minority interest of 5% to be held by Tasman, which is an existing co-owner in Serenitas. Mirvac will make a AUD 300 million initial investment with AUD 240 million funded on settlement and AUD 60 million deferred for 12 months. Final deferred consideration is subject to Tasman exercising its 12-month option to increase its combined investment in Serenitas to up to 19.99%. Mirvac will fund the transaction from existing liquidity sources, and recent asset disposals. As part of the transaction, the 100+ Serenitas team, led by Serenitas CEO, Rob Nichols, will continue to manage the 27 communities and provide sector leading expertise. Settlement is targeted for 3Q24. The transaction expected to be EPS accretive from FY25.
New Risk • Aug 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 16Full year 2023 earnings released: AU$0.042 loss per share (vs AU$0.23 profit in FY 2022)Full year 2023 results: AU$0.042 loss per share (down from AU$0.23 profit in FY 2022). Revenue: AU$1.97b (down 18% from FY 2022). Net loss: AU$165.0m (down 118% from profit in FY 2022). Revenue is expected to decline by 40% p.a. on average during the next 2 years, while revenues in the REITs industry in Europe are expected to grow by 2.3%. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Aug 16Mirvac Group to Report Q1, 2024 Results on Oct 25, 2023Mirvac Group announced that they will report Q1, 2024 results on Oct 25, 2023
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.053 per share at 4.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 August 2023. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).
お知らせ • Jun 16Mirvac Group Announces Fully Paid Distribution for the Six Months Ended June 30, 2023, Payable on August 31, 2023Mirvac Group announced fully paid ordinary distribution for the six months ended June 30, 2023 of AUD 0.05300000. Record date is June 30, 2023. Ex-date is June 29, 2023. Payment date is August 31, 2023. The distribution per Stapled Security of 5.3 cents is a distribution from Mirvac Property Trust only. No dividend is being paid from Mirvac Limited.
お知らせ • May 29Mirvac Group, Annual General Meeting, Nov 16, 2023Mirvac Group, Annual General Meeting, Nov 16, 2023.
Reported Earnings • Feb 12First half 2023 earnings released: EPS: AU$0.055 (vs AU$0.14 in 1H 2022)First half 2023 results: EPS: AU$0.055 (down from AU$0.14 in 1H 2022). Revenue: AU$829.0m (down 37% from 1H 2022). Net income: AU$215.0m (down 62% from 1H 2022). Profit margin: 26% (down from 43% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.0% p.a. on average during the next 3 years, while revenues in the REITs industry in Europe are expected to grow by 3.9%. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jan 04Now 20% undervaluedOver the last 90 days, the stock is up 1.4%. The fair value is estimated to be €1.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 33% per annum. Earnings is forecast to grow by 13% per annum over the same time period.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.052 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 28 February 2023. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).
Recent Insider Transactions • Dec 11Independent Non-Executive Director recently bought €58k worth of stockOn the 6th of December, Jane Hewitt bought around 40k shares on-market at roughly €1.46 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €150k more in shares than they have sold in the last 12 months.
Buying Opportunity • Dec 10Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 1.7%. The fair value is estimated to be €1.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to decline by 30% per annum. Earnings is forecast to grow by 13% per annum over the same time period.
Reported Earnings • Aug 13Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.23 in FY 2021)Full year 2022 results: EPS: AU$0.23 (up from AU$0.23 in FY 2021). Revenue: AU$2.42b (up 26% from FY 2021). Net income: AU$906.0m (flat on FY 2021). Profit margin: 38% (down from 47% in FY 2021). Over the next year, revenue is forecast to decline by 62% while the reits industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 31 August 2022. Trailing yield: 5.0%. Within top quartile of German dividend payers (4.4%). In line with average of industry peers (4.7%).
Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.
Reported Earnings • Feb 11First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.14 (up from AU$0.10 in 1H 2021). Revenue: AU$1.32b (up 29% from 1H 2021). Net income: AU$565.0m (up 44% from 1H 2021). Profit margin: 43% (up from 38% in 1H 2021). Revenue missed analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 58% compared to a 5.2% growth forecast for the industry in Germany.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.051 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 28 February 2022. Trailing yield: 3.5%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.8%).
Recent Insider Transactions • Sep 09CEO, MD & Executive Director recently bought €120k worth of stockOn the 31st of August, Susan Lloyd-Hurwitz bought around 62k shares on-market at roughly €1.92 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Susan has been a net seller over the last 12 months, reducing personal holdings by €462k.
Recent Insider Transactions • Aug 28CEO, MD & Executive Director recently sold €582k worth of stockOn the 24th of August, Susan Lloyd-Hurwitz sold around 304k shares on-market at roughly €1.91 per share. This was the largest sale by an insider in the last 3 months. This was Susan's only on-market trade for the last 12 months.
Reported Earnings • Aug 12Full year 2021 earnings released: EPS AU$0.23 (vs AU$0.14 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.99b (down 12% from FY 2020). Net income: AU$901.0m (up 62% from FY 2020). Profit margin: 45% (up from 25% in FY 2020).
Reported Earnings • Feb 13First half 2021 earnings released: EPS AU$0.10 (vs AU$0.16 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.03b (down 23% from 1H 2020). Net income: AU$396.0m (down 35% from 1H 2020). Profit margin: 39% (down from 46% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 13New 90-day low: €1.45The company is down 7.0% from its price of €1.57 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the REITs industry, which is also down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.08 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €1.66The company is up 34% from its price of €1.25 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.85 per share.
