View ValuationSEGRO 将来の成長Future 基準チェック /26SEGRO利益と収益がそれぞれ年間14.7%と4.2%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4.2% 13.8%なると予測されています。主要情報14.7%収益成長率13.76%EPS成長率Industrial REITs 収益成長11.3%収益成長率4.2%将来の株主資本利益率4.17%アナリストカバレッジGood最終更新日15 Jun 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 • Jun 10Lauro 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.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.Upcoming Dividend • Mar 19Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 08 May 2026. Trailing yield: 4.2%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (4.8%).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 KingdomNew Risk • Mar 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.8% 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 (7.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 115%Reported Earnings • Feb 23Full year 2025 earnings released: EPS: UK£0.41 (vs UK£0.45 in FY 2024)Full year 2025 results: EPS: UK£0.41 (down from UK£0.45 in FY 2024). Revenue: UK£726.0m (up 7.6% from FY 2024). Net income: UK£551.0m (down 7.2% from FY 2024). Profit margin: 76% (down from 88% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Industrial REITs industry in Europe.Declared Dividend • Feb 23Final dividend of UK£0.21 announcedShareholders will receive a dividend of UK£0.21. Ex-date: 26th March 2026 Payment date: 8th May 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.4%.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, 2025Declared 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 2.9%, which is lower than the industry average of 3.4%.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.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 French dividend payers (5.5%). 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 2.7%, which is lower than the industry average of 3.4%.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 78 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 French dividend payers (5.1%). 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.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業績と収益の成長予測ENXTPA:SGRO - 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12/31/20288181,285-106624312/31/20277881,19237547512/31/20267381,125-49507512/31/2025726551367396N/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/A3/31/2020415768193197N/A12/31/2019433858208210N/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/A6/30/2015222794N/A153N/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: SGROの予測収益成長率 (年間14.7% ) は 貯蓄率 ( 2.5% ) を上回っています。収益対市場: SGROの収益 ( 14.7% ) はFrench市場 ( 12.4% ) 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: SGROの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SGROの収益 ( 4.2% ) French市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: SGROの収益 ( 4.2% ) 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: SGRO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 ( 4.2 %)。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2026/06/16 13:34終値2026/06/16 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SEGRO Plc 11 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。26 アナリスト機関Aaron GuyBarclaysPaul MayBarclaysThomas MussonBerenberg23 その他のアナリストを表示
お知らせ • Jun 10Lauro 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.
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.
Upcoming Dividend • Mar 19Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 08 May 2026. Trailing yield: 4.2%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (4.8%).
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
New Risk • Mar 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.8% 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 (7.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 115%
Reported Earnings • Feb 23Full year 2025 earnings released: EPS: UK£0.41 (vs UK£0.45 in FY 2024)Full year 2025 results: EPS: UK£0.41 (down from UK£0.45 in FY 2024). Revenue: UK£726.0m (up 7.6% from FY 2024). Net income: UK£551.0m (down 7.2% from FY 2024). Profit margin: 76% (down from 88% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Industrial REITs industry in Europe.
Declared Dividend • Feb 23Final dividend of UK£0.21 announcedShareholders will receive a dividend of UK£0.21. Ex-date: 26th March 2026 Payment date: 8th May 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.4%.
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
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 2.9%, which is lower than the industry average of 3.4%.
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.
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 French dividend payers (5.5%). 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 2.7%, which is lower than the industry average of 3.4%.
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 78 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 French dividend payers (5.1%). 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.
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