Johnson Matthey（JMAT）株式概要
ジョンソン・マッセイPlcは、英国、ドイツ、その他の欧州、米国、その他の北米、中国、その他のアジア、および国際的なクリーンエア、触媒、水素技術、白金族金属（PGM）サービス事業に従事している。 詳細
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Analyst Price Targets
Johnson Matthey Plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£21.30 |
| 52週高値 | UK£24.34 |
| 52週安値 | UK£16.60 |
| ベータ | 0.91 |
| 1ヶ月の変化 | 3.40% |
| 3ヶ月変化 | -7.55% |
| 1年変化 | 17.36% |
| 3年間の変化 | 18.27% |
| 5年間の変化 | -29.89% |
| IPOからの変化 | 490.84% |
最新ニュース
ナラティブの更新 • May 15
JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return
Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.ナラティブの更新 • Apr 30
JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return
Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.ナラティブの更新 • Apr 16
JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets
Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
ナラティブの更新 • Apr 02
JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan
Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.ナラティブの更新 • Mar 19
JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations
Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
ナラティブの更新 • Mar 04
JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside
The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.Recent updates
ナラティブの更新 • May 15
JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return
Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.ナラティブの更新 • Apr 30
JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return
Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.ナラティブの更新 • Apr 16
JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets
Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.ナラティブの更新 • Apr 02
JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan
Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.ナラティブの更新 • Mar 19
JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations
Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.ナラティブの更新 • Mar 04
JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside
The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.ナラティブの更新 • Feb 18
JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing
Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.ナラティブの更新 • Feb 04
JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook
Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.分析記事 • Jan 27
We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...ナラティブの更新 • Jan 21
JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook
Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.ナラティブの更新 • Jan 06
JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares
Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.ナラティブの更新 • Dec 23
JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing
The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.分析記事 • Dec 14
Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...ナラティブの更新 • Dec 09
JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins
Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.ナラティブの更新 • Nov 25
JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings
Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.分析記事 • Nov 14
What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?
While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...ナラティブの更新 • Nov 07
JMAT: Cautious Optimism Will Persist After Price Target Increases
Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.ナラティブの更新 • Oct 24
Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year
Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.分析記事 • Oct 12
Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...ナラティブの更新 • Oct 10
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.分析記事 • Sep 24
Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Aug 12
Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?
Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Jul 28
Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?
While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...分析記事 • Jun 29
Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 13
Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market
The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...分析記事 • May 25
Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55
The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...
新しいナラティブ • Dec 27
Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies
Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.株主還元
| JMAT | GB Chemicals | GB 市場 | |
|---|---|---|---|
| 7D | -1.1% | 1.3% | 0.3% |
| 1Y | 17.4% | 3.1% | 18.8% |
業界別リターン: JMAT過去 1 年間で3.1 % の収益を上げたUK Chemicals業界を上回りました。
リターン対市場: JMATは、過去 1 年間で18.8 % のリターンをもたらしたUKマーケットと一致しました。
価格変動
| JMAT volatility | |
|---|---|
| JMAT Average Weekly Movement | 6.1% |
| Chemicals Industry Average Movement | 8.0% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 11.9% |
| 10% least volatile stocks in GB Market | 3.1% |
安定した株価: JMAT 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: JMATの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1817 | 10,644 | Liam Condon | matthey.com |
ジョンソン・マッセイ社は、英国、ドイツ、その他の欧州地域、米国、その他の北米地域、中国、その他のアジア地域、および国際的なクリーンエア、触媒、水素テクノロジー、白金族金属（PGM）サービス事業に従事している。クリーンエア部門、PGMサービス部門、触媒技術部門、水素技術部門を通じて事業を展開している。クリーン・エア部門は、自動車、その他の小型車、トラック、バス、内燃機関を動力源とする非道路用機器からの有害な排出ガスを削減する排出ガス制御後処理システム用の触媒を提供している。PGMサービス部門は、エネルギー転換を可能にするものであり、重要な材料の需要に応じた循環型ソリューションを提供する。このセグメントはまた、PGM精製・リサイクルサービス、PGM取引活動、その他の貴金属製品、PGM化学品、工業製品、触媒を提供している。触媒技術部門は、化学・燃料バリューチェーンの脱炭素化、プロセス技術のライセンス供与、化学・エネルギー分野への触媒供給を行っている。また、特殊触媒や添加剤、エンジニアリング設計サービスも提供している。水素テクノロジー部門は、触媒コーティング膜や膜電極アセンブリーなど、燃料電池や電解槽のバリューチェーン全体にわたるコンポーネントを提供している。同社はかつてジョンソン・アンド・コックとして知られ、1851年にジョンソン・マッセイPlcに社名を変更した。ジョンソン・マッセイ社は1817年に設立され、英国ロンドンに本社を置いている。
Johnson Matthey Plc 基礎のまとめ
| JMAT 基礎統計学 | |
|---|---|
| 時価総額 | UK£3.57b |
| 収益（TTM） | -UK£91.00m |
| 売上高(TTM) | UK£11.72b |
0.3x
P/Sレシオ-39.3x
PER（株価収益率JMAT は割高か？
公正価値と評価分析を参照収益と収入
| JMAT 損益計算書（TTM） | |
|---|---|
| 収益 | UK£11.72b |
| 売上原価 | UK£10.81b |
| 売上総利益 | UK£912.00m |
| その他の費用 | UK£1.00b |
| 収益 | -UK£91.00m |
直近の収益報告
Sep 30, 2025
次回決算日
May 28, 2026
| 一株当たり利益（EPS） | -0.54 |
| グロス・マージン | 7.78% |
| 純利益率 | -0.78% |
| 有利子負債／自己資本比率 | 70.3% |
JMAT の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.6%
現在の配当利回り-143%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 07:24 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2025/09/30 |
| 年間収益 | 2025/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Johnson Matthey 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。34
| アナリスト | 機関 |
|---|---|
| Sebastian Bray | Berenberg |
| Gunther Zechmann | Bernstein |
| Laurent Favre | BNP Paribas |