View ValuationSEGRO 将来の成長Future 基準チェック /46SEGRO利益と収益がそれぞれ年間29.1%と10.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4% 26.3%なると予測されています。主要情報29.1%収益成長率26.31%EPS成長率Industrial REITs 収益成長0%収益成長率10.1%将来の株主資本利益率4.02%アナリストカバレッジGood最終更新日30 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 30Segro plc Announces Interim Dividend 2026, Payable on 17 September 2026SEGRO Plc announced Interim dividend increased by 4.5% to 10.14 pence (H1 2025: 9.7 pence). 2026 interim dividend payment date is 17 September 2026. Ex-div date for 2026 interim dividend is 6 August 2026 and record date is 7 August 2026.お知らせ • Jun 24Prologis, Inc. (NYSE:PLD) cancelled the acquisition of SEGRO Plc (LSE:SGRO) for £12.6 billion.Prologis, Inc. (NYSE:PLD) proposed to acquire SEGRO Plc (LSE:SGRO) for £12.6 billion on June 16, 2026. The consideration consists of common equity of Prologis, Inc. at a ratio of 0.084 per common equity of SEGRO Plc. As part of consideration, £12.584 billion is paid towards common equity of SEGRO Plc. Following completion of the Combination, SEGRO shareholders would hold approximately 10.5 per cent of Prologis' issued share capital. Prologis believes that the Combination is a highly compelling opportunity for SEGRO shareholders. SEGRO shareholders would receive shares in the world's largest logistics REIT with a $140.9 billion market capitalization, unlocking, on closing, significant upside to the current share price. Prologis urges SEGRO shareholders to encourage the SEGRO Board to engage with Prologis to allow a binding offer to be put to SEGRO shareholders for their consideration. There can be no certainty that an offer for SEGRO will be made. A further announcement will be made as appropriate. Linklaters LLP acted as legal advisor for Prologis, Inc. Alex Midgen, Matthew Greenberger and Sam Green of N.M. Rothschild & Sons Limited acted as financial advisor for Prologis, Inc. James Robinson, Saravanan Nagappan and Thomas Grier of J.P. Morgan Securities plc acted as financial advisor for Prologis, Inc. Max von Hurter of Eastdil Secured, L.L.C. acted as financial advisor for Prologis, Inc. Simon Sporborg, Nina Coad, Stuart Hudson and Ed Brown of Brunswick Group, LLC. advised SEGRO Plc. Simon Warshaw and Kunal Ranpara of Evercore Partners International LLP acted as financial advisors for SEGRO Plc. Nick White, Anthony Zammit and Tom Perry of Morgan Stanley & Co. International plc acted as financial advisors for SEGRO Plc. Jonathan Retter and George Dracup of UBS AG, London Branch are acted as financial advisors for SEGRO Plc. Slaughter and May acted as exclusive legal advisor for SEGRO Plc. Richard Sunderland, Ed Bridges and Alex Le May of FTI Consulting advised SEGRO Plc. Prologis, Inc. (NYSE:PLD) cancelled the acquisition of SEGRO Plc (LSE:SGRO) on June 23, 2026. The Board of SEGRO unequivocally rejected the Combination proposal.Buy Or Sell Opportunity • Jun 09Now 21% overvaluedOver the last 90 days, the stock has fallen 3.6% to €8.15. The fair value is estimated to be €6.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jun 09Lauro Asset Management Urges Segro to Spin Off Data CentersOn June 8, 2026, Lauro Asset Management announced and urged Segro to spin off its data centre division, claiming the market undervalues it.Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 12% to €8.05. The fair value is estimated to be €6.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Apr 25SEGRO Plc Approves Declares Final DividendSEGRO Plc approved a declare a final dividend of 21.4 pence per ordinary share, at the AGM held on April 23, 2026.お知らせ • Mar 16SEGRO Plc, Annual General Meeting, Apr 23, 2026SEGRO Plc, Annual General Meeting, Apr 23, 2026. Location: rsa house, 8 john adam street, wc2n 6ez, london United Kingdomお知らせ • Feb 20SEGRO Plc Announces Dividend for Full Year of 2025, Payable on 8 May 2026SEGRO Plc announced that 2025 full year dividend increased 6.1% to 31.1 pence (2024: 29.3 pence). Final dividend increased by 5.9% to 21.4 pence (2024: 20.2 pence). 2025 final dividend ex-div date is on 26 March 2026 with 2025 final dividend record date on 27 March 2026. 2025 final dividend payment date is on 8 May 2026.お知らせ • Feb 11SEGRO plc Announces Appointment of Louisa Burdett as Independent Non-Executive Director, Effective May 1, 2026SEGRO plc announced the appointment of Louisa Burdett as an independent Non-Executive Director with effect from May 1, 2026. Louisa, a Chartered Accountant, is the Chief Financial Officer of Spirax Group plc and has worked in a number of senior financial roles in a broad range of sectors throughout her career including, most recently, as Chief Financial Officer of Croda International plc, Meggitt plc and Victrex plc. She was a Non-Executive Director of RS Group plc from 2017 until January 31, 2026 and served as Chair of its Audit Committee until July 2025.お知らせ • Jan 09SEGRO Plc to Report First Half, 2026 Results on Jul 30, 2026SEGRO Plc announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Jan 07Segro Public Limited Company Announces Termination of Director Appointment for Mr. Soumen Das Effective December 31, 2025Segro Public Limited Company announced the termination of the appointment of Mr. Soumen Das as director, effective December 31, 2025.お知らせ • Jul 31+ 1 more updateSEGRO Plc to Report Fiscal Year 2025 Results on Feb 20, 2026SEGRO Plc announced that they will report fiscal year 2025 results on Feb 20, 2026お知らせ • Jun 12+ 1 more updateSegro plc Announces Changes to Its Board, Effective December 1, 2025SEGRO PLC announced the appointment of Susanne Schroeter-Crossan an executive director of the board on December 1, 2025, succeeding Soumen Das, who will step down at the end of the year to ensure an orderly handover of responsibilities. Ms. Schroeter-Crossan is currently the Chief Financial Officer of sennder Technologies GmbH, a leading digital road freight and logistics business serving over 20 European markets. She is also a non-executive, supervisory board member of Zalando SE and held the same position at HelloFresh SE until stepping down at its AGM in June 2025. Prior to her role at sennder, she was the Chief Financial Officer of the German-listed residential real estate company LEG Immobilien from 2020 to 2023. She has held several senior capital markets roles with global investment banks Deutsche Bank, Morgan Stanley, and Standard Chartered in the UK, Germany, and Hong Kong.お知らせ • May 02+ 1 more updateSoumen Das Plans to Retire as Chief Financial Officer of Segro Plc, Effective End of 2025SEGRO plc announced that Soumen Das has informed the Board of his intention to retire from his role as Chief Financial Officer and Executive Director of the Company. A process has commenced to identify his successor, and a further announcement confirming board succession arrangements will be made in due course. Soumen will remain within the business until the end of the year, allowing for an orderly transition of his responsibilities. Soumen joined the business in January 2017 to lead the finance function, and his role has since expanded to include a number of other responsibilities. Soumen joined the business in January 2017 to lead the finance function and his role has since expanded to include a number of other responsibilities.お知らせ • Feb 15SEGRO Plc Increases Dividend for Full Year of 2024, Payable on 14 May 2025SEGRO Plc announced 2024 full year dividend increased 5.4% to 29.3 pence against 27.8 pence a year ago. Final dividend increased by 5.8% to 20.2 pence against 19.1 pence a year ago. 2024 final dividend ex-div date is 27 March 2025. 2024 final dividend record date is 28 March 2025. 2024 final dividend payment date is 14 May 2025.お知らせ • Feb 14+ 1 more updateSEGRO Plc, Annual General Meeting, Apr 30, 2025SEGRO Plc, Annual General Meeting, Apr 30, 2025.お知らせ • Sep 27SEGRO Plc to Report Fiscal Year 2024 Results on Feb 14, 2025SEGRO Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Feb 14, 2025Buy Or Sell Opportunity • Aug 09Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €10.30. The fair value is estimated to be €8.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.Declared Dividend • Jul 29First half dividend of UK£0.091 announcedShareholders will receive a dividend of UK£0.091. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.8%.Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.17 (vs UK£0.019 loss in 1H 2023)First half 2024 results: EPS: UK£0.17 (up from UK£0.019 loss in 1H 2023). Revenue: UK£327.0m (down 4.4% from 1H 2023). Net income: UK£220.0m (up UK£243.0m from 1H 2023). Profit margin: 67% (up from net loss in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Industrial 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 75 percentage points per year, which is a significant difference in performance.お知らせ • Jul 26SEGRO Plc Announces Interim Dividend, Payable on 20 September 2024SEGRO Plc announced interim dividend of increased by 4.6% to 9.1 pence (2023: 8.7 pence). Interim dividend ex-div date is 8 August 2024. Interim dividend record date is 9 August 2024. Interim dividend payment date is 20 September 2024.New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).お知らせ • Apr 27SEGRO Plc Appoints Marcus Sperber as New Independent Non-Executive Director, Effective from 1 May 2024SEGRO Plc announced the appointment of Marcus Sperber, who is an independent Non-Executive Director of Savills plc, as a new independent Non-Executive Director of SEGRO Plc with effect from 1 May 2024.Upcoming Dividend • Mar 07Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 03 May 2024. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).お知らせ • Feb 29+ 1 more updateSEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 109,756,098 Price\Range: £8.2 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 829,268 Price\Range: £8.2 Transaction Features: Rights Offering; Subsequent Direct ListingDeclared Dividend • Feb 19Final dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 14th March 2024 Payment date: 3rd May 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.8%.Reported Earnings • Feb 18Full year 2023 earnings released: UK£0.21 loss per share (vs UK£1.60 loss in FY 2022)Full year 2023 results: UK£0.21 loss per share (improved from UK£1.60 loss in FY 2022). Revenue: UK£749.0m (up 12% from FY 2022). Net loss: UK£253.0m (loss narrowed 87% from FY 2022). Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Industrial REITs industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Feb 16+ 1 more updateSEGRO Plc Announces Final Dividend for 2023, Payable on 3 May 2024SEGRO Plc announced 2023 full year dividend increased 5.7% to 27.8 pence(2022: 26.3 pence). Final dividend increased by 4.9% to 19.1 pence (2022: 18.2 pence). 2023 final dividend ex-div date 14 March 2024. 2023 final dividend record date 15 March 2024. 2023 final dividend payment date 3 May 2024.お知らせ • Dec 14SEGRO Plc Announces Retirement of Martin Moore from the BoardSEGRO Plc announced that regarding the retirement of Non-Executive Director Martin Moore, the Company confirms that Martin will step down from the Board on 31 December 2023.お知らせ • Nov 21SEGRO Plc to Report Q2, 2024 Results on Jul 26, 2024SEGRO Plc announced that they will report Q2, 2024 results at 7:30 AM, Coordinated Universal Time on Jul 26, 2024お知らせ • Oct 05SEGRO Plc Appoints Philipp Oevermann as New European Head of InvestmentSEGRO Plc has appointed Philipp Oevermann to lead the company’s investment activities in continental Europe. Oevermann will manage the growth of SEGRO’s portfolio across European markets Oevermann has been with SEGRO for more than five years and was previously director of logistics in Germany. He has around 15 years’ experience in real estate investment and asset management. Oevermann’s new role will see him manage the growth of SEGRO’s portfolio across key European markets, including asset recycling and acquisition.Recent Insider Transactions • Aug 06Key Executive recently bought €928k worth of stockOn the 31st of July, Andrew Harrison bought around 105k shares on-market at roughly €8.88 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.7m worth in shares.Upcoming Dividend • Aug 03Upcoming dividend of UK£0.087 per share at 3.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 22 September 2023. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).お知らせ • Jul 30 P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO).P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. P3 was advised by Colliers on the transaction. DTRE and ACRE acted on behalf of SEGRO. P3 Logistic Parks completed the acquisition of two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023.お知らせ • Jul 28SEGRO Plc Declares Interim Dividend, Payable on 22 September 2023The Board of SEGRO Plc has declared an increase in the interim dividend of 0.6 pence per share to 8.7 pence (H1 2022: 8.1 pence), a rise of 7.4 per cent. This will be paid as a Property Income Distribution (PID) on 22 September 2023 to shareholders on the register at the close of business on 9 August 2023.Reported Earnings • Jul 28First half 2023 earnings released: UK£0.019 loss per share (vs UK£1.11 profit in 1H 2022)First half 2023 results: UK£0.019 loss per share (down from UK£1.11 profit in 1H 2022). Revenue: UK£342.0m (up 3.6% from 1H 2022). Net loss: UK£23.0m (down 102% from profit in 1H 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% 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 • Jul 28SEGRO Plc to Report Fiscal Year 2023 Results on Feb 16, 2024SEGRO Plc announced that they will report fiscal year 2023 results on Feb 16, 2024お知らせ • May 18SEGRO Plc Announces Management ChangesSEGRO plc confirmed that Andy will be retiring from the business and stepping down from the Board on 30 June 2023. SEGRO is appointing James Craddock, Paul Dunne, Andrew Pilsworth and Marco Simonetti to its Executive Committee, reporting to David Sleath, Chief Executive. The new roles, which will take effect from 1 July 2023, are detailed below and will fulfil a wide range of functions from leading the Group’s property operations, implementing its sustainability strategy, to incubating new propositions and driving growth. James Craddock has been promoted from his role as Managing Director of SEGRO’s Thames Valley business unit to Managing Director, UK. Marco Simonetti has been promoted from his role as Managing Director of SEGRO’s Southern Europe business unit to Managing Director, Continental Europe. Paul Dunne, currently Managing Director, Group Operations has been promoted to this role. The Chief of Staff will work closely with David Sleath and other Executive Committee members in developing and implementing strategic initiatives and leading on cross-border business propositions. Andrew Pilsworth, currently Managing Director of SEGRO’s National Logistics business unit, has been promoted to this role. As a result of these changes, James, Paul, Andrew and Marco will join the Executive Committee alongside existing members David Sleath, Soumen Das (Chief Financial Officer) and Margaret Murphy (Group HR Director).Recent Insider Transactions • Mar 09Key Executive recently bought €2.1m worth of stockOn the 6th of March, Andrew Harrison bought around 229k shares on-market at roughly €9.16 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.2m worth in shares.Upcoming Dividend • Mar 09Upcoming dividend of UK£0.18 per share at 3.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 04 May 2023. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.0%).Recent Insider Transactions • Feb 23Key Executive recently bought €1.1m worth of stockOn the 20th of February, Andrew Harrison bought around 115k shares on-market at roughly €9.70 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €2.1m worth in shares.お知らせ • Feb 18SEGRO Plc Announces Board and Committee ChangesSEGRO plc announced that Martin Moore will step down as Senior Independent Director on completing 9 years’ valuable service on the Board on 1 July 2023. He will continue serving as a Non-Executive Director and member of the Audit, Nomination and Remuneration Committees until his retirement from the Board later in the year. Carol Fairweather will become Senior Independent Director with effect from 1 July 2023. She has served as a Non-Executive Director since 1 January 2018. She will continue to serve as the Chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Mary Barnard, Non-Executive Director, will step down from the Audit Committee with effect from 1 July 2023. She will remain a member of the Nomination and Remuneration Committees.Reported Earnings • Feb 18Full year 2022 earnings released: UK£1.60 loss per share (vs UK£3.39 profit in FY 2021)Full year 2022 results: UK£1.60 loss per share (down from UK£3.39 profit in FY 2021). Revenue: UK£669.0m (up 23% from FY 2021). Net loss: UK£1.93b (down 148% from profit in FY 2021). Net asset value (NAV) per share: €10.60 (down 16% from FY 2021). The current share price is 13% lower than NAV per share. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% 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 17+ 1 more updateSEGRO Plc to Report First Half, 2023 Results on Jul 27, 2023SEGRO Plc announced that they will report first half, 2023 results on Jul 27, 2023お知らせ • Jan 12SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management for approximately £120 million.SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management for approximately £120 million on January 11, 2023. CBRE and GunnerCooke advised Royal London. SEGRO was represented by Knight Frank and CMS.SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management on January 11, 2023.お知らせ • Sep 22Segro plc Announces Resignationf of Andy Gulliford as Chief Operating OfficerSEGRO plc announced that Andy Gulliford has informed the Board of his intention to retire from the business in 2023. A process will be undertaken to identify potential successors and a further announcement concerning the date of Andy’s retirement will be made in due course, allowing for an orderly transition of his responsibilities.Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the REITs industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.62 per share.Recent Insider Transactions • Sep 17Key Executive recently bought €230k worth of stockOn the 14th of September, Andrew Harrison bought around 22k shares on-market at roughly €10.32 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €693k worth in shares.Upcoming Dividend • Aug 04Upcoming dividend of UK£0.081 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 23 September 2022. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£1.32b from profit in 1H 2021). Profit margin: (down from 535% in 1H 2021). Over the next year, revenue is expected to shrink by 2.2% compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28+ 1 more updateSEGRO Plc to Report Fiscal Year 2022 Results on Feb 17, 2023SEGRO Plc announced that they will report fiscal year 2022 results on Feb 17, 2023お知らせ • Jul 27AXA IM Alts Completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO).AXA IM Alts agreed to acquire portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million on July 16, 2021. As of July 16, 2021, five of the sales have already completed and sixth one is expected to complete later this year following practical completion of additional works. AXA IM Alts Completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) on July 25, 2022. Stefano Roncoroni,Chiara Perego, Laura Sommaruga and Gianluigi Strambi of Gitti And Partners acted as legal advisor to AXA Investment Managers Alternatives. Davide Apollo and Alessandra Zuttioni of Apollo & Associati acted as legal advisor to SEGRO Plc.お知らせ • Jun 24SEGRO Plc announced that it expects to receive €225 million in fundingSEGRO Plc announced a private placement of €225,000,000 senior unsecured notes due 15 and 20 years on June 23, 2022. The transaction will consist of two tranches, consisting of €50,000,000 at a fixed coupon rate of 3.87 per cent due 2037 and €175,000,000 at a fixed coupon rate of 4.14 per cent due 2042, both of which will be drawn down in September 2022. The notes hold an average coupon rate of 4.08 per cent and a weighted average maturity of 18.9 years. The private placement will take place in United States and will include participation from group of institutional investors and existing investors. The notes will rank pari passu with company's existing unsecured bank, bond and US Private Placement debt.お知らせ • Apr 22SEGRO Plc Approves Final Dividend for 2021SEGRO Plc has approved a final dividend of 16.9 pence per ordinary share, at its AGM held on April 21, 2022.Upcoming Dividend • Mar 10Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 04 May 2022. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.5%). Higher than average of industry peers (1.6%).お知らせ • Mar 06SEGRO Plc, Annual General Meeting, Apr 21, 2022SEGRO Plc, Annual General Meeting, Apr 21, 2022, at 10:00 Coordinated Universal Time. Location: RSA House, 8 John Adam Street, WC2N 6EZ London United KingdomBuying Opportunity • Feb 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£18.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% per annum over the last 3 years. Earnings per share has grown by 50% per annum over the last 3 years.Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£3.39 (up from UK£1.24 in FY 2020). Revenue: UK£546.0m (up 27% from FY 2020). Net income: UK£4.06b (up 185% from FY 2020). Net asset value (NAV) per share: €13.40 (up 38% from FY 2020). The current share price is 16% higher than NAV per share. Revenue missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 1.6%, compared to a 1.3% growth forecast for the reits industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 19SEGRO Plc Recommends Final Dividend for the Year Ended 31 December 2021, Payable on 4 May 2022The Board of SEGRO Plc has concluded that it is appropriate to recommend an increase in the final dividend per share by 1.7 pence to 16.9 pence (2020: 15.2 pence) which will be paid as a PID. The Board’s recommendation is subject to approval by shareholders at the Annual General Meeting, in which event the final dividend will be paid on 4 May 2022 to shareholders on the register at the close of business on 19 March 2022. 2021 full year dividend ex-dividend date is 17 March 2022. 2021 full year dividend record date is 18 March 2022.お知らせ • Feb 18SEGRO Plc to Report First Half, 2022 Results on Jul 28, 2022SEGRO Plc announced that they will report first half, 2022 results on Jul 28, 2022お知らせ • Dec 25SEGRO Plc (LSE:SGRO) acquired a portfolio of offices on the Bath Road, Slough from clients of AEW for approximately £430 million.SEGRO Plc (LSE:SGRO) acquired a portfolio of offices on the Bath Road, Slough from clients of AEW for approximately £430 million on December 23, 2021. The acquisition will be funded from cash and bank facilities. SEGRO Plc (LSE:SGRO) completed the acquisition of a portfolio of offices on the Bath Road, Slough from clients of AEW on December 23, 2021.Recent Insider Transactions • Sep 26Independent Non-Executive Director recently bought €70k worth of stockOn the 24th of September, Linda Yueh bought around 5k shares on-market at roughly €14.83 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.1m more in shares than they bought in the last 12 months.Upcoming Dividend • Aug 06Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 24 September 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.1%).Reported Earnings • Jul 31First half 2021 earnings released: EPS UK£1.10 (vs UK£0.20 in 1H 2020)First half 2021 results: Revenue: UK£246.0m (up 24% from 1H 2020). Net income: UK£1.32b (up UK£1.10b from 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16AXA IM Alts acquired portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million.AXA IM Alts acquired portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million on July 16, 2021. AXA IM Alts completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) on July 16, 2021.Recent Insider Transactions • May 08CEO & Executive Director recently sold €1.2m worth of stockOn the 5th of May, David John Sleath sold around 104k shares on-market at roughly €11.61 per share. This was the largest sale by an insider in the last 3 months. This was David John's only on-market trade for the last 12 months.Reported Earnings • Mar 10Full year 2020 earnings released: EPS UK£1.24 (vs UK£0.79 in FY 2019)Full year 2020 results: Revenue: UK£431.7m (flat on FY 2019). Net income: UK£1.43b (up 66% from FY 2019). Net asset value (NAV) per share: €9.47 (up 16% from FY 2019). The current share price is 8.7% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 7.3%, compared to a 46% growth forecast for the REITs industry in Germany.お知らせ • Mar 04SEGRO Appoints Dan Holford as Director of Technical Development in Its Thames Valley TeamSEGRO has appointed Dan Holford as director of technical development in its Thames Valley team. Dan Holford joins from construction consultancy Feasibility, where he has worked for the last 14 years. He will lead the team responsible for the development projects across SEGRO’s Thames Valley portfolio. Holford will report to James Craddock, managing director for the Thames Valley and data centres.Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 54% growth forecast for the REITs industry in Germany.Reported Earnings • Feb 21Full year 2020 earnings released: EPS UK£1.24 (vs UK£0.79 in FY 2019)Full year 2020 results: Revenue: UK£431.7m (flat on FY 2019). Net income: UK£1.43b (up 66% from FY 2019). Net asset value (NAV) per share: €9.37 (up 16% from FY 2019). The current share price is 24% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 20New 90-day high: €11.60The company is up 15% from its price of €10.07 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.59 per share.お知らせ • Feb 19SEGRO Plc to Report First Half, 2021 Results on Jul 29, 2021SEGRO Plc announced that they will report first half, 2021 results on Jul 29, 2021Is New 90 Day High Low • Jan 16New 90-day high: €11.00The company is up 7.0% from its price of €10.30 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.79 per share.Is New 90 Day High Low • Dec 30New 90-day high: €10.61The company is up 3.0% from its price of €10.29 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.56 per share.お知らせ • Dec 20+ 1 more updateSEGRO Plc (LSE:SGRO) made an offer to acquire remaining 5.6% stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) for €13.4 million.SEGRO Plc (LSE:SGRO) made an offer to acquire remaining 5.6% stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) for €13.4 million on December 18, 2020. Under the terms, SEGRO will acquire the remaining shares of Sofibus Patrimoine not owned by it at a price of €313.71 per share. Following the Offer, SEGRO intends to implement a squeeze-out procedure on the Sofibus shares not tendered by the minority shareholders of Sofibus in the Offer.お知らせ • Dec 16SEGRO Plc (LSE:SGRO) agreed to acquire additional 74.9% majority stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) from a group of seller for approximately €180 million.SEGRO Plc (LSE:SGRO) agreed to acquire additional 74.9% majority stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) from a group of seller for approximately €180 million on December 15, 2020. Under the term, SEGRO will pay €313.71 per share in cash to the Hottinguer Concert Party which include Henri HOTTINGUER estates, Paul HOTTINGUER, Frédéric HOTTINGUER, Heriot NV, Hottinger Participations Françaises B.V., Financière Hottinguer SAS, Ocepro SAS and Soplacor SARL owning 56.3% stake in Sofibus Patrimoine, Véronique BOWDLER-RAYNAR owning 9.10% stake in Sofibus Patrimoine and other minority shareholders owning 9.5% stake in Sofibus Patrimoine. SEGRO will finance the acquisition from cash and its existing debt facilities. Post completion, SEGRO will own 94.4% stake in Sofibus Patrimoine. SEGRO will file a simplified mandatory tender offer for the Sofibus shares not owned by SEGRO, at the same price of €313.71 per share, and intends to implement a squeeze-out procedure in order to delist Sofibus Patrimoine from Euronext Paris. The transaction is expected to close on December 21, 2020. Lazard & Co., Limited acted as a financial advisor and Archers Law LLP acted as a legal advisor to SEGRO.お知らせ • Nov 18SEGRO Plc (LSE:SGRO) acquired Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd for £32.5 million.SEGRO Plc (LSE:SGRO) acquired Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd for £32.5 million on November 16, 2020. TT&G Partners and JLL acted as real estate advisors to SEGRO Plc and UBS respectively. SEGRO Plc (LSE:SGRO) completed the acquisition of Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd on November 16, 2020.Is New 90 Day High Low • Oct 29New 90-day low: €9.92The company is down 4.0% from its price of €10.38 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.47 per share.お知らせ • Jul 30SEGRO Plc (LSE:SGRO) acquired Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) for approximately £200 million.SEGRO Plc (LSE:SGRO) acquired Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) for approximately £200 million on June 8, 2020. Perivale Park in West London generates rent of £6.8 million. SEGRO Plc (LSE:SGRO) completed the acquisition of Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) on June 8, 2020.お知らせ • Jul 25SEGRO Plc announced that it expects to receive €450 million in fundingSEGRO Plc (LSE:SGRO) announced a private placement of €450,000,000 senior unsecured notes due 12, 15 and 20 years on July 24, 2020. The transaction will consist of tranches consisting of €150,000,000 notes at a fixed coupon of 1.35% due 2032, €50,000,000 notes at a fixed coupon of 1.45% due 2035 and €250,000,000 notes at a fixed coupon of 1.83% cent due 2040. The private placement will take place in United States and will include participation from group of institutional investors.お知らせ • Jun 17SEGRO Plc has completed a Follow-on Equity Offering in the amount of £672.903431 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £672.903431 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 82,061,394 Price\Range: £8.2 Transaction Features: Subsequent Direct Listing業績と収益の成長予測DB:S4VC - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288901,206-106597312/31/20278301,141-128556312/31/2026769633-15050936/30/2026745298423452N/A3/31/2026736425395424N/A12/31/2025726551367396N/A9/30/2025713586342368N/A6/30/2025699621317340N/A3/31/2025687608312335N/A12/31/2024675594306330N/A9/30/2024705292330357N/A6/30/2024734-10354384N/A3/31/2024742-131378408N/A12/31/2023749-253402431N/A9/30/2023715-1,768310331N/A6/30/2023681-3,283217231N/A3/31/2023675-2,605211222N/A12/31/2022669-1,927204213N/A9/30/20226501,075276283N/A6/30/20226304,076347352N/A3/31/20225884,068334340N/A12/31/20215464,060320327N/A9/30/20215133,294286294N/A6/30/20214802,528252260N/A3/31/20214561,978223230N/A12/31/20204321,427194199N/A9/30/20204151,053N/AN/AN/A6/30/2020397678179183N/A3/31/2020415768N/A197N/A12/31/2019433858N/A210N/A9/30/2019441880N/AN/AN/A6/30/2019449901N/A227N/A3/31/2019409982N/A213N/A12/31/20183691,063N/A200N/A9/30/20183381,093N/AN/AN/A6/30/20183071,124N/A-20N/A3/31/20183021,038N/A-22N/A12/31/2017297953N/A-24N/A9/30/2017283781N/A49N/A6/30/2017268609N/A122N/A3/31/2017256514N/A112N/A12/31/2016244418N/A101N/A9/30/2016242482N/A94N/A6/30/2016240547N/A86N/A3/31/2016234615N/A87N/A12/31/2015228683N/A88N/A9/30/2015225738N/A120N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: S4VCの予測収益成長率 (年間29.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: S4VCの収益 ( 29.1% ) はGerman市場 ( 15.5% ) よりも速いペースで成長すると予測されています。高成長収益: S4VCの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: S4VCの収益 ( 10.1% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: S4VCの収益 ( 10.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: S4VCの 自己資本利益率 は、3年後には低くなると予測されています ( 4 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 05:38終値2026/07/31 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SEGRO 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。30 アナリスト機関Paul MayBarclaysAaron GuyBarclaysThomas MussonBerenberg27 その他のアナリストを表示
お知らせ • Jul 30Segro plc Announces Interim Dividend 2026, Payable on 17 September 2026SEGRO Plc announced Interim dividend increased by 4.5% to 10.14 pence (H1 2025: 9.7 pence). 2026 interim dividend payment date is 17 September 2026. Ex-div date for 2026 interim dividend is 6 August 2026 and record date is 7 August 2026.
お知らせ • Jun 24Prologis, Inc. (NYSE:PLD) cancelled the acquisition of SEGRO Plc (LSE:SGRO) for £12.6 billion.Prologis, Inc. (NYSE:PLD) proposed to acquire SEGRO Plc (LSE:SGRO) for £12.6 billion on June 16, 2026. The consideration consists of common equity of Prologis, Inc. at a ratio of 0.084 per common equity of SEGRO Plc. As part of consideration, £12.584 billion is paid towards common equity of SEGRO Plc. Following completion of the Combination, SEGRO shareholders would hold approximately 10.5 per cent of Prologis' issued share capital. Prologis believes that the Combination is a highly compelling opportunity for SEGRO shareholders. SEGRO shareholders would receive shares in the world's largest logistics REIT with a $140.9 billion market capitalization, unlocking, on closing, significant upside to the current share price. Prologis urges SEGRO shareholders to encourage the SEGRO Board to engage with Prologis to allow a binding offer to be put to SEGRO shareholders for their consideration. There can be no certainty that an offer for SEGRO will be made. A further announcement will be made as appropriate. Linklaters LLP acted as legal advisor for Prologis, Inc. Alex Midgen, Matthew Greenberger and Sam Green of N.M. Rothschild & Sons Limited acted as financial advisor for Prologis, Inc. James Robinson, Saravanan Nagappan and Thomas Grier of J.P. Morgan Securities plc acted as financial advisor for Prologis, Inc. Max von Hurter of Eastdil Secured, L.L.C. acted as financial advisor for Prologis, Inc. Simon Sporborg, Nina Coad, Stuart Hudson and Ed Brown of Brunswick Group, LLC. advised SEGRO Plc. Simon Warshaw and Kunal Ranpara of Evercore Partners International LLP acted as financial advisors for SEGRO Plc. Nick White, Anthony Zammit and Tom Perry of Morgan Stanley & Co. International plc acted as financial advisors for SEGRO Plc. Jonathan Retter and George Dracup of UBS AG, London Branch are acted as financial advisors for SEGRO Plc. Slaughter and May acted as exclusive legal advisor for SEGRO Plc. Richard Sunderland, Ed Bridges and Alex Le May of FTI Consulting advised SEGRO Plc. Prologis, Inc. (NYSE:PLD) cancelled the acquisition of SEGRO Plc (LSE:SGRO) on June 23, 2026. The Board of SEGRO unequivocally rejected the Combination proposal.
Buy Or Sell Opportunity • Jun 09Now 21% overvaluedOver the last 90 days, the stock has fallen 3.6% to €8.15. The fair value is estimated to be €6.71, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jun 09Lauro Asset Management Urges Segro to Spin Off Data CentersOn June 8, 2026, Lauro Asset Management announced and urged Segro to spin off its data centre division, claiming the market undervalues it.
Buy Or Sell Opportunity • May 21Now 23% overvaluedOver the last 90 days, the stock has fallen 12% to €8.05. The fair value is estimated to be €6.55, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Apr 25SEGRO Plc Approves Declares Final DividendSEGRO Plc approved a declare a final dividend of 21.4 pence per ordinary share, at the AGM held on April 23, 2026.
お知らせ • Mar 16SEGRO Plc, Annual General Meeting, Apr 23, 2026SEGRO Plc, Annual General Meeting, Apr 23, 2026. Location: rsa house, 8 john adam street, wc2n 6ez, london United Kingdom
お知らせ • Feb 20SEGRO Plc Announces Dividend for Full Year of 2025, Payable on 8 May 2026SEGRO Plc announced that 2025 full year dividend increased 6.1% to 31.1 pence (2024: 29.3 pence). Final dividend increased by 5.9% to 21.4 pence (2024: 20.2 pence). 2025 final dividend ex-div date is on 26 March 2026 with 2025 final dividend record date on 27 March 2026. 2025 final dividend payment date is on 8 May 2026.
お知らせ • Feb 11SEGRO plc Announces Appointment of Louisa Burdett as Independent Non-Executive Director, Effective May 1, 2026SEGRO plc announced the appointment of Louisa Burdett as an independent Non-Executive Director with effect from May 1, 2026. Louisa, a Chartered Accountant, is the Chief Financial Officer of Spirax Group plc and has worked in a number of senior financial roles in a broad range of sectors throughout her career including, most recently, as Chief Financial Officer of Croda International plc, Meggitt plc and Victrex plc. She was a Non-Executive Director of RS Group plc from 2017 until January 31, 2026 and served as Chair of its Audit Committee until July 2025.
お知らせ • Jan 09SEGRO Plc to Report First Half, 2026 Results on Jul 30, 2026SEGRO Plc announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Jan 07Segro Public Limited Company Announces Termination of Director Appointment for Mr. Soumen Das Effective December 31, 2025Segro Public Limited Company announced the termination of the appointment of Mr. Soumen Das as director, effective December 31, 2025.
お知らせ • Jul 31+ 1 more updateSEGRO Plc to Report Fiscal Year 2025 Results on Feb 20, 2026SEGRO Plc announced that they will report fiscal year 2025 results on Feb 20, 2026
お知らせ • Jun 12+ 1 more updateSegro plc Announces Changes to Its Board, Effective December 1, 2025SEGRO PLC announced the appointment of Susanne Schroeter-Crossan an executive director of the board on December 1, 2025, succeeding Soumen Das, who will step down at the end of the year to ensure an orderly handover of responsibilities. Ms. Schroeter-Crossan is currently the Chief Financial Officer of sennder Technologies GmbH, a leading digital road freight and logistics business serving over 20 European markets. She is also a non-executive, supervisory board member of Zalando SE and held the same position at HelloFresh SE until stepping down at its AGM in June 2025. Prior to her role at sennder, she was the Chief Financial Officer of the German-listed residential real estate company LEG Immobilien from 2020 to 2023. She has held several senior capital markets roles with global investment banks Deutsche Bank, Morgan Stanley, and Standard Chartered in the UK, Germany, and Hong Kong.
お知らせ • May 02+ 1 more updateSoumen Das Plans to Retire as Chief Financial Officer of Segro Plc, Effective End of 2025SEGRO plc announced that Soumen Das has informed the Board of his intention to retire from his role as Chief Financial Officer and Executive Director of the Company. A process has commenced to identify his successor, and a further announcement confirming board succession arrangements will be made in due course. Soumen will remain within the business until the end of the year, allowing for an orderly transition of his responsibilities. Soumen joined the business in January 2017 to lead the finance function, and his role has since expanded to include a number of other responsibilities. Soumen joined the business in January 2017 to lead the finance function and his role has since expanded to include a number of other responsibilities.
お知らせ • Feb 15SEGRO Plc Increases Dividend for Full Year of 2024, Payable on 14 May 2025SEGRO Plc announced 2024 full year dividend increased 5.4% to 29.3 pence against 27.8 pence a year ago. Final dividend increased by 5.8% to 20.2 pence against 19.1 pence a year ago. 2024 final dividend ex-div date is 27 March 2025. 2024 final dividend record date is 28 March 2025. 2024 final dividend payment date is 14 May 2025.
お知らせ • Feb 14+ 1 more updateSEGRO Plc, Annual General Meeting, Apr 30, 2025SEGRO Plc, Annual General Meeting, Apr 30, 2025.
お知らせ • Sep 27SEGRO Plc to Report Fiscal Year 2024 Results on Feb 14, 2025SEGRO Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Feb 14, 2025
Buy Or Sell Opportunity • Aug 09Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €10.30. The fair value is estimated to be €8.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
Declared Dividend • Jul 29First half dividend of UK£0.091 announcedShareholders will receive a dividend of UK£0.091. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.8%.
Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.17 (vs UK£0.019 loss in 1H 2023)First half 2024 results: EPS: UK£0.17 (up from UK£0.019 loss in 1H 2023). Revenue: UK£327.0m (down 4.4% from 1H 2023). Net income: UK£220.0m (up UK£243.0m from 1H 2023). Profit margin: 67% (up from net loss in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Industrial 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 75 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 26SEGRO Plc Announces Interim Dividend, Payable on 20 September 2024SEGRO Plc announced interim dividend of increased by 4.6% to 9.1 pence (2023: 8.7 pence). Interim dividend ex-div date is 8 August 2024. Interim dividend record date is 9 August 2024. Interim dividend payment date is 20 September 2024.
New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
お知らせ • Apr 27SEGRO Plc Appoints Marcus Sperber as New Independent Non-Executive Director, Effective from 1 May 2024SEGRO Plc announced the appointment of Marcus Sperber, who is an independent Non-Executive Director of Savills plc, as a new independent Non-Executive Director of SEGRO Plc with effect from 1 May 2024.
Upcoming Dividend • Mar 07Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 03 May 2024. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).
お知らせ • Feb 29+ 1 more updateSEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 109,756,098 Price\Range: £8.2 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 829,268 Price\Range: £8.2 Transaction Features: Rights Offering; Subsequent Direct Listing
Declared Dividend • Feb 19Final dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 14th March 2024 Payment date: 3rd May 2024 Dividend yield will be 3.0%, which is lower than the industry average of 3.8%.
Reported Earnings • Feb 18Full year 2023 earnings released: UK£0.21 loss per share (vs UK£1.60 loss in FY 2022)Full year 2023 results: UK£0.21 loss per share (improved from UK£1.60 loss in FY 2022). Revenue: UK£749.0m (up 12% from FY 2022). Net loss: UK£253.0m (loss narrowed 87% from FY 2022). Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Industrial REITs industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 16+ 1 more updateSEGRO Plc Announces Final Dividend for 2023, Payable on 3 May 2024SEGRO Plc announced 2023 full year dividend increased 5.7% to 27.8 pence(2022: 26.3 pence). Final dividend increased by 4.9% to 19.1 pence (2022: 18.2 pence). 2023 final dividend ex-div date 14 March 2024. 2023 final dividend record date 15 March 2024. 2023 final dividend payment date 3 May 2024.
お知らせ • Dec 14SEGRO Plc Announces Retirement of Martin Moore from the BoardSEGRO Plc announced that regarding the retirement of Non-Executive Director Martin Moore, the Company confirms that Martin will step down from the Board on 31 December 2023.
お知らせ • Nov 21SEGRO Plc to Report Q2, 2024 Results on Jul 26, 2024SEGRO Plc announced that they will report Q2, 2024 results at 7:30 AM, Coordinated Universal Time on Jul 26, 2024
お知らせ • Oct 05SEGRO Plc Appoints Philipp Oevermann as New European Head of InvestmentSEGRO Plc has appointed Philipp Oevermann to lead the company’s investment activities in continental Europe. Oevermann will manage the growth of SEGRO’s portfolio across European markets Oevermann has been with SEGRO for more than five years and was previously director of logistics in Germany. He has around 15 years’ experience in real estate investment and asset management. Oevermann’s new role will see him manage the growth of SEGRO’s portfolio across key European markets, including asset recycling and acquisition.
Recent Insider Transactions • Aug 06Key Executive recently bought €928k worth of stockOn the 31st of July, Andrew Harrison bought around 105k shares on-market at roughly €8.88 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.7m worth in shares.
Upcoming Dividend • Aug 03Upcoming dividend of UK£0.087 per share at 3.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 22 September 2023. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).
お知らせ • Jul 30 P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO).P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. P3 was advised by Colliers on the transaction. DTRE and ACRE acted on behalf of SEGRO. P3 Logistic Parks completed the acquisition of two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023.
お知らせ • Jul 28SEGRO Plc Declares Interim Dividend, Payable on 22 September 2023The Board of SEGRO Plc has declared an increase in the interim dividend of 0.6 pence per share to 8.7 pence (H1 2022: 8.1 pence), a rise of 7.4 per cent. This will be paid as a Property Income Distribution (PID) on 22 September 2023 to shareholders on the register at the close of business on 9 August 2023.
Reported Earnings • Jul 28First half 2023 earnings released: UK£0.019 loss per share (vs UK£1.11 profit in 1H 2022)First half 2023 results: UK£0.019 loss per share (down from UK£1.11 profit in 1H 2022). Revenue: UK£342.0m (up 3.6% from 1H 2022). Net loss: UK£23.0m (down 102% from profit in 1H 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% 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 • Jul 28SEGRO Plc to Report Fiscal Year 2023 Results on Feb 16, 2024SEGRO Plc announced that they will report fiscal year 2023 results on Feb 16, 2024
お知らせ • May 18SEGRO Plc Announces Management ChangesSEGRO plc confirmed that Andy will be retiring from the business and stepping down from the Board on 30 June 2023. SEGRO is appointing James Craddock, Paul Dunne, Andrew Pilsworth and Marco Simonetti to its Executive Committee, reporting to David Sleath, Chief Executive. The new roles, which will take effect from 1 July 2023, are detailed below and will fulfil a wide range of functions from leading the Group’s property operations, implementing its sustainability strategy, to incubating new propositions and driving growth. James Craddock has been promoted from his role as Managing Director of SEGRO’s Thames Valley business unit to Managing Director, UK. Marco Simonetti has been promoted from his role as Managing Director of SEGRO’s Southern Europe business unit to Managing Director, Continental Europe. Paul Dunne, currently Managing Director, Group Operations has been promoted to this role. The Chief of Staff will work closely with David Sleath and other Executive Committee members in developing and implementing strategic initiatives and leading on cross-border business propositions. Andrew Pilsworth, currently Managing Director of SEGRO’s National Logistics business unit, has been promoted to this role. As a result of these changes, James, Paul, Andrew and Marco will join the Executive Committee alongside existing members David Sleath, Soumen Das (Chief Financial Officer) and Margaret Murphy (Group HR Director).
Recent Insider Transactions • Mar 09Key Executive recently bought €2.1m worth of stockOn the 6th of March, Andrew Harrison bought around 229k shares on-market at roughly €9.16 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.2m worth in shares.
Upcoming Dividend • Mar 09Upcoming dividend of UK£0.18 per share at 3.3% yieldEligible shareholders must have bought the stock before 16 March 2023. Payment date: 04 May 2023. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.0%).
Recent Insider Transactions • Feb 23Key Executive recently bought €1.1m worth of stockOn the 20th of February, Andrew Harrison bought around 115k shares on-market at roughly €9.70 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €2.1m worth in shares.
お知らせ • Feb 18SEGRO Plc Announces Board and Committee ChangesSEGRO plc announced that Martin Moore will step down as Senior Independent Director on completing 9 years’ valuable service on the Board on 1 July 2023. He will continue serving as a Non-Executive Director and member of the Audit, Nomination and Remuneration Committees until his retirement from the Board later in the year. Carol Fairweather will become Senior Independent Director with effect from 1 July 2023. She has served as a Non-Executive Director since 1 January 2018. She will continue to serve as the Chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Mary Barnard, Non-Executive Director, will step down from the Audit Committee with effect from 1 July 2023. She will remain a member of the Nomination and Remuneration Committees.
Reported Earnings • Feb 18Full year 2022 earnings released: UK£1.60 loss per share (vs UK£3.39 profit in FY 2021)Full year 2022 results: UK£1.60 loss per share (down from UK£3.39 profit in FY 2021). Revenue: UK£669.0m (up 23% from FY 2021). Net loss: UK£1.93b (down 148% from profit in FY 2021). Net asset value (NAV) per share: €10.60 (down 16% from FY 2021). The current share price is 13% lower than NAV per share. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% 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 17+ 1 more updateSEGRO Plc to Report First Half, 2023 Results on Jul 27, 2023SEGRO Plc announced that they will report first half, 2023 results on Jul 27, 2023
お知らせ • Jan 12SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management for approximately £120 million.SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management for approximately £120 million on January 11, 2023. CBRE and GunnerCooke advised Royal London. SEGRO was represented by Knight Frank and CMS.SEGRO Plc (LSE:SGRO) acquired Bath Road Shopping Park in Slough, from Royal London Asset Management on January 11, 2023.
お知らせ • Sep 22Segro plc Announces Resignationf of Andy Gulliford as Chief Operating OfficerSEGRO plc announced that Andy Gulliford has informed the Board of his intention to retire from the business in 2023. A process will be undertaken to identify potential successors and a further announcement concerning the date of Andy’s retirement will be made in due course, allowing for an orderly transition of his responsibilities.
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €9.65, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the REITs industry in Europe. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.62 per share.
Recent Insider Transactions • Sep 17Key Executive recently bought €230k worth of stockOn the 14th of September, Andrew Harrison bought around 22k shares on-market at roughly €10.32 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €693k worth in shares.
Upcoming Dividend • Aug 04Upcoming dividend of UK£0.081 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 23 September 2022. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.8%).
Reported Earnings • Jul 29First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£1.32b from profit in 1H 2021). Profit margin: (down from 535% in 1H 2021). Over the next year, revenue is expected to shrink by 2.2% compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28+ 1 more updateSEGRO Plc to Report Fiscal Year 2022 Results on Feb 17, 2023SEGRO Plc announced that they will report fiscal year 2022 results on Feb 17, 2023
お知らせ • Jul 27AXA IM Alts Completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO).AXA IM Alts agreed to acquire portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million on July 16, 2021. As of July 16, 2021, five of the sales have already completed and sixth one is expected to complete later this year following practical completion of additional works. AXA IM Alts Completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) on July 25, 2022. Stefano Roncoroni,Chiara Perego, Laura Sommaruga and Gianluigi Strambi of Gitti And Partners acted as legal advisor to AXA Investment Managers Alternatives. Davide Apollo and Alessandra Zuttioni of Apollo & Associati acted as legal advisor to SEGRO Plc.
お知らせ • Jun 24SEGRO Plc announced that it expects to receive €225 million in fundingSEGRO Plc announced a private placement of €225,000,000 senior unsecured notes due 15 and 20 years on June 23, 2022. The transaction will consist of two tranches, consisting of €50,000,000 at a fixed coupon rate of 3.87 per cent due 2037 and €175,000,000 at a fixed coupon rate of 4.14 per cent due 2042, both of which will be drawn down in September 2022. The notes hold an average coupon rate of 4.08 per cent and a weighted average maturity of 18.9 years. The private placement will take place in United States and will include participation from group of institutional investors and existing investors. The notes will rank pari passu with company's existing unsecured bank, bond and US Private Placement debt.
お知らせ • Apr 22SEGRO Plc Approves Final Dividend for 2021SEGRO Plc has approved a final dividend of 16.9 pence per ordinary share, at its AGM held on April 21, 2022.
Upcoming Dividend • Mar 10Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 04 May 2022. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.5%). Higher than average of industry peers (1.6%).
お知らせ • Mar 06SEGRO Plc, Annual General Meeting, Apr 21, 2022SEGRO Plc, Annual General Meeting, Apr 21, 2022, at 10:00 Coordinated Universal Time. Location: RSA House, 8 John Adam Street, WC2N 6EZ London United Kingdom
Buying Opportunity • Feb 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be UK£18.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% per annum over the last 3 years. Earnings per share has grown by 50% per annum over the last 3 years.
Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£3.39 (up from UK£1.24 in FY 2020). Revenue: UK£546.0m (up 27% from FY 2020). Net income: UK£4.06b (up 185% from FY 2020). Net asset value (NAV) per share: €13.40 (up 38% from FY 2020). The current share price is 16% higher than NAV per share. Revenue missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 1.6%, compared to a 1.3% growth forecast for the reits industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 19SEGRO Plc Recommends Final Dividend for the Year Ended 31 December 2021, Payable on 4 May 2022The Board of SEGRO Plc has concluded that it is appropriate to recommend an increase in the final dividend per share by 1.7 pence to 16.9 pence (2020: 15.2 pence) which will be paid as a PID. The Board’s recommendation is subject to approval by shareholders at the Annual General Meeting, in which event the final dividend will be paid on 4 May 2022 to shareholders on the register at the close of business on 19 March 2022. 2021 full year dividend ex-dividend date is 17 March 2022. 2021 full year dividend record date is 18 March 2022.
お知らせ • Feb 18SEGRO Plc to Report First Half, 2022 Results on Jul 28, 2022SEGRO Plc announced that they will report first half, 2022 results on Jul 28, 2022
お知らせ • Dec 25SEGRO Plc (LSE:SGRO) acquired a portfolio of offices on the Bath Road, Slough from clients of AEW for approximately £430 million.SEGRO Plc (LSE:SGRO) acquired a portfolio of offices on the Bath Road, Slough from clients of AEW for approximately £430 million on December 23, 2021. The acquisition will be funded from cash and bank facilities. SEGRO Plc (LSE:SGRO) completed the acquisition of a portfolio of offices on the Bath Road, Slough from clients of AEW on December 23, 2021.
Recent Insider Transactions • Sep 26Independent Non-Executive Director recently bought €70k worth of stockOn the 24th of September, Linda Yueh bought around 5k shares on-market at roughly €14.83 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.1m more in shares than they bought in the last 12 months.
Upcoming Dividend • Aug 06Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 12 August 2021. Payment date: 24 September 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.1%).
Reported Earnings • Jul 31First half 2021 earnings released: EPS UK£1.10 (vs UK£0.20 in 1H 2020)First half 2021 results: Revenue: UK£246.0m (up 24% from 1H 2020). Net income: UK£1.32b (up UK£1.10b from 1H 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16AXA IM Alts acquired portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million.AXA IM Alts acquired portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) for €127.5 million on July 16, 2021. AXA IM Alts completed the acquisition of portfolio of six Italian urban warehouses from SEGRO Plc (LSE:SGRO) on July 16, 2021.
Recent Insider Transactions • May 08CEO & Executive Director recently sold €1.2m worth of stockOn the 5th of May, David John Sleath sold around 104k shares on-market at roughly €11.61 per share. This was the largest sale by an insider in the last 3 months. This was David John's only on-market trade for the last 12 months.
Reported Earnings • Mar 10Full year 2020 earnings released: EPS UK£1.24 (vs UK£0.79 in FY 2019)Full year 2020 results: Revenue: UK£431.7m (flat on FY 2019). Net income: UK£1.43b (up 66% from FY 2019). Net asset value (NAV) per share: €9.47 (up 16% from FY 2019). The current share price is 8.7% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 7.3%, compared to a 46% growth forecast for the REITs industry in Germany.
お知らせ • Mar 04SEGRO Appoints Dan Holford as Director of Technical Development in Its Thames Valley TeamSEGRO has appointed Dan Holford as director of technical development in its Thames Valley team. Dan Holford joins from construction consultancy Feasibility, where he has worked for the last 14 years. He will lead the team responsible for the development projects across SEGRO’s Thames Valley portfolio. Holford will report to James Craddock, managing director for the Thames Valley and data centres.
Analyst Estimate Surprise Post Earnings • Feb 21Revenue misses expectationsRevenue missed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 2.9%, compared to a 54% growth forecast for the REITs industry in Germany.
Reported Earnings • Feb 21Full year 2020 earnings released: EPS UK£1.24 (vs UK£0.79 in FY 2019)Full year 2020 results: Revenue: UK£431.7m (flat on FY 2019). Net income: UK£1.43b (up 66% from FY 2019). Net asset value (NAV) per share: €9.37 (up 16% from FY 2019). The current share price is 24% higher than NAV per share. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 20New 90-day high: €11.60The company is up 15% from its price of €10.07 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.59 per share.
お知らせ • Feb 19SEGRO Plc to Report First Half, 2021 Results on Jul 29, 2021SEGRO Plc announced that they will report first half, 2021 results on Jul 29, 2021
Is New 90 Day High Low • Jan 16New 90-day high: €11.00The company is up 7.0% from its price of €10.30 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.79 per share.
Is New 90 Day High Low • Dec 30New 90-day high: €10.61The company is up 3.0% from its price of €10.29 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.56 per share.
お知らせ • Dec 20+ 1 more updateSEGRO Plc (LSE:SGRO) made an offer to acquire remaining 5.6% stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) for €13.4 million.SEGRO Plc (LSE:SGRO) made an offer to acquire remaining 5.6% stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) for €13.4 million on December 18, 2020. Under the terms, SEGRO will acquire the remaining shares of Sofibus Patrimoine not owned by it at a price of €313.71 per share. Following the Offer, SEGRO intends to implement a squeeze-out procedure on the Sofibus shares not tendered by the minority shareholders of Sofibus in the Offer.
お知らせ • Dec 16SEGRO Plc (LSE:SGRO) agreed to acquire additional 74.9% majority stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) from a group of seller for approximately €180 million.SEGRO Plc (LSE:SGRO) agreed to acquire additional 74.9% majority stake in Sofibus Patrimoine S.A. (ENXTPA:SFBS) from a group of seller for approximately €180 million on December 15, 2020. Under the term, SEGRO will pay €313.71 per share in cash to the Hottinguer Concert Party which include Henri HOTTINGUER estates, Paul HOTTINGUER, Frédéric HOTTINGUER, Heriot NV, Hottinger Participations Françaises B.V., Financière Hottinguer SAS, Ocepro SAS and Soplacor SARL owning 56.3% stake in Sofibus Patrimoine, Véronique BOWDLER-RAYNAR owning 9.10% stake in Sofibus Patrimoine and other minority shareholders owning 9.5% stake in Sofibus Patrimoine. SEGRO will finance the acquisition from cash and its existing debt facilities. Post completion, SEGRO will own 94.4% stake in Sofibus Patrimoine. SEGRO will file a simplified mandatory tender offer for the Sofibus shares not owned by SEGRO, at the same price of €313.71 per share, and intends to implement a squeeze-out procedure in order to delist Sofibus Patrimoine from Euronext Paris. The transaction is expected to close on December 21, 2020. Lazard & Co., Limited acted as a financial advisor and Archers Law LLP acted as a legal advisor to SEGRO.
お知らせ • Nov 18SEGRO Plc (LSE:SGRO) acquired Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd for £32.5 million.SEGRO Plc (LSE:SGRO) acquired Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd for £32.5 million on November 16, 2020. TT&G Partners and JLL acted as real estate advisors to SEGRO Plc and UBS respectively. SEGRO Plc (LSE:SGRO) completed the acquisition of Perth Trading Estate in Slough from UBS Triton Property Fund managed by UBS Asset Management (UK) Ltd on November 16, 2020.
Is New 90 Day High Low • Oct 29New 90-day low: €9.92The company is down 4.0% from its price of €10.38 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.47 per share.
お知らせ • Jul 30SEGRO Plc (LSE:SGRO) acquired Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) for approximately £200 million.SEGRO Plc (LSE:SGRO) acquired Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) for approximately £200 million on June 8, 2020. Perivale Park in West London generates rent of £6.8 million. SEGRO Plc (LSE:SGRO) completed the acquisition of Perivale Park in West London from Federated Hermes, Inc. (NYSE:FHI) on June 8, 2020.
お知らせ • Jul 25SEGRO Plc announced that it expects to receive €450 million in fundingSEGRO Plc (LSE:SGRO) announced a private placement of €450,000,000 senior unsecured notes due 12, 15 and 20 years on July 24, 2020. The transaction will consist of tranches consisting of €150,000,000 notes at a fixed coupon of 1.35% due 2032, €50,000,000 notes at a fixed coupon of 1.45% due 2035 and €250,000,000 notes at a fixed coupon of 1.83% cent due 2040. The private placement will take place in United States and will include participation from group of institutional investors.
お知らせ • Jun 17SEGRO Plc has completed a Follow-on Equity Offering in the amount of £672.903431 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £672.903431 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 82,061,394 Price\Range: £8.2 Transaction Features: Subsequent Direct Listing