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Hammerson PlcLSE:HMSO 株式レポート

時価総額 UK£1.9b
株価
n/a
1Y22.8%
7D-1.7%
1D0.3%
ポートフォリオ価値
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Hammerson Plc

LSE:HMSO 株式レポート

時価総額:UK£1.9b

Hammerson(HMSO)株式概要

ハマーソン・ピーエルシーは、英国、フランス、アイルランドの一等地の商業・レジャー施設を所有・運営する英国最大の上場企業である。 詳細

HMSO ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長0/6
過去の実績2/6
財務の健全性2/6
配当金2/6

HMSO Community Fair Values

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Hammerson Plc 競合他社

価格と性能

株価の高値、安値、推移の概要Hammerson
過去の株価
現在の株価UK£3.67
52週高値UK£3.77
52週安値UK£2.63
ベータ1.79
1ヶ月の変化-0.54%
3ヶ月変化9.17%
1年変化22.77%
3年間の変化40.46%
5年間の変化-0.95%
IPOからの変化-98.57%

最新ニュース

ナラティブ更新 Jul 14

HMSO: Share Buyback And Margin Outlook Will Support Stronger Future Repricing

Hammerson’s analyst price target has shifted higher to £4.48 from £4.05, with analysts citing updated assumptions around discount rates, profit margins, and future P/E expectations as the key drivers of the change. What’s in the News for Hammerson Hammerson plc commenced a share repurchase program on June 29, 2026, following a mandate approved at the April 30, 2026 Annual General Meeting.
ナラティブ更新 Jun 30

HMSO: Higher P/E Expectations Will Likely Outrun Fundamentals

Analysts have nudged their fair value estimate for Hammerson higher from £2.45 to £2.80, pointing to updated assumptions around discount rates, profit margins and future P/E multiples reflected in recent Street research, including a £0.39 price target increase. What’s in the News for Hammerson Hammerson PLC announced that Chief Financial Officer Himanshu Raja plans to retire after the publication of the company’s half year results for the period ended June 30, 2026, with his final day as CFO set for August 12, 2026.
ナラティブ更新 Jun 16

HMSO: Price Uplifts And CFO Succession Will Shape Balanced Share Repricing

Analysts have lifted their price target for Hammerson shares by £0.39 from the prior level, citing recent research that reflects updated views on discount rates, revenue assumptions and P/E expectations. Analyst Commentary on Hammerson shares Recent Street research on Hammerson shares highlights a shift in analyst pricing frameworks, with updated targets reflecting revised discount rates, revenue assumptions and P/E expectations.
ナラティブ更新 Jun 02

HMSO: Rating Upgrades And CFO Transition Will Shape Balanced Repricing Prospects

Narrative Update on Hammerson The analyst price target for Hammerson has been raised to £3.61 from £3.60. This reflects recent target increases from several banks and a broadly more constructive stance from analysts on European property stocks, even as they flag that the sector may still be sensitive in a stagflation scenario.

Recent updates

ナラティブ更新 Jul 14

HMSO: Share Buyback And Margin Outlook Will Support Stronger Future Repricing

Hammerson’s analyst price target has shifted higher to £4.48 from £4.05, with analysts citing updated assumptions around discount rates, profit margins, and future P/E expectations as the key drivers of the change. What’s in the News for Hammerson Hammerson plc commenced a share repurchase program on June 29, 2026, following a mandate approved at the April 30, 2026 Annual General Meeting.
ナラティブ更新 Jun 30

HMSO: Higher P/E Expectations Will Likely Outrun Fundamentals

Analysts have nudged their fair value estimate for Hammerson higher from £2.45 to £2.80, pointing to updated assumptions around discount rates, profit margins and future P/E multiples reflected in recent Street research, including a £0.39 price target increase. What’s in the News for Hammerson Hammerson PLC announced that Chief Financial Officer Himanshu Raja plans to retire after the publication of the company’s half year results for the period ended June 30, 2026, with his final day as CFO set for August 12, 2026.
ナラティブ更新 Jun 16

HMSO: Price Uplifts And CFO Succession Will Shape Balanced Share Repricing

Analysts have lifted their price target for Hammerson shares by £0.39 from the prior level, citing recent research that reflects updated views on discount rates, revenue assumptions and P/E expectations. Analyst Commentary on Hammerson shares Recent Street research on Hammerson shares highlights a shift in analyst pricing frameworks, with updated targets reflecting revised discount rates, revenue assumptions and P/E expectations.
ナラティブ更新 Jun 02

HMSO: Rating Upgrades And CFO Transition Will Shape Balanced Repricing Prospects

Narrative Update on Hammerson The analyst price target for Hammerson has been raised to £3.61 from £3.60. This reflects recent target increases from several banks and a broadly more constructive stance from analysts on European property stocks, even as they flag that the sector may still be sensitive in a stagflation scenario.
ナラティブ更新 May 10

HMSO: Rating Upgrade And Dividend Outlook Will Shape Fairly Balanced Repricing Prospects

Narrative update Hammerson's analyst price target has been nudged higher, with a modest fair value adjustment supported by recent target increases of £0.39 and £0.50 and an upgrade to Overweight from Equal Weight as analysts respond to what they see as improving sentiment toward European property stocks. Analyst Commentary Recent research points to a more constructive tone around Hammerson, with fresh price targets and a ratings upgrade reflecting shifting expectations for how the stock could trade relative to its peers.
ナラティブ更新 Apr 25

HMSO: Rating Upgrades And Dividend Outlook Will Shape Balanced Repricing Prospects

The updated analyst price target for Hammerson rises by £0.03, with analysts attributing the change to slightly higher revenue growth assumptions, a modestly lower discount rate, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets and rating upgrades for Hammerson, with analysts updating their models around revenue expectations, discount rates, and the future P/E multiple applied to the shares.
ナラティブ更新 Apr 10

HMSO: Positive Rating Upgrades And Dividend Outlook Will Drive Bullish Repricing

Hammerson's updated analyst price target has edged to around £3.58, with analysts pointing to refined fair value estimates and a slightly lower assumed future P/E multiple, supported by recent upgrades and price target increases from several banks. Analyst Commentary Recent research points to more constructive sentiment around Hammerson, with several banks revisiting their assumptions on fair value, sector positioning and risk scenarios.
ナラティブ更新 Mar 27

HMSO: Upgraded Ratings And Higher Future P/E Will Drive Bullish Repricing

Hammerson's analyst price target has edged higher to £3.59 from £3.47, as analysts factor in updated assumptions for slightly stronger revenue growth, a modestly higher discount rate, and a revised future P/E of about 14.45x, partly reflected in recent target lifts and upgrades from several banks. Analyst Commentary Recent research updates point to a cluster of upgraded ratings and higher price targets, as analysts refresh their models for Hammerson and the wider European property group.
ナラティブ更新 Mar 10

HMSO: Future P/E Assumptions And Execution Will Shape Balanced Risk Profile

Analysts have nudged their fair value estimate for Hammerson higher, with the updated price target rising from about £3.34 to roughly £3.47, citing revised assumptions around growth, margins and future P/E multiples following recent upgrades and target increases from the Street. Analyst Commentary Recent research updates point to a slightly more constructive tone around Hammerson, with the latest work fine tuning assumptions on growth, margins and future P/E multiples rather than ripping up the core investment case.
ナラティブ更新 Feb 24

HMSO: Revenue And Margin Execution Will Shape Fairly Balanced Risk Profile

Analysts have lifted their Hammerson price targets by £0.04, citing updated assumptions around revenue growth, profit margin, and a slightly lower discount rate in their models. Analyst Commentary Recent research points to a more constructive stance on Hammerson, with price targets adjusted to reflect updated revenue and margin assumptions, as well as changes in discount rates used in valuation models.
ナラティブ更新 Feb 08

HMSO: Rental Guidance And Earnings Path Will Frame Balanced Risk Profile

Analysts have nudged their fair value estimate for Hammerson higher to £3.34 from £3.31, citing recent price target increases and upgrades that reflect updated assumptions on the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates point to a more refined view of Hammerson, with analysts adjusting their work to reflect changes in assumptions around discount rates, revenue growth, profit margins and future P/E levels.
ナラティブ更新 Jan 23

HMSO: Medium Term Rental Guidance And EPRA Earnings Will Shape Risk Reward

Analysts have nudged their price target on Hammerson slightly higher to £3.31 from £3.30. This reflects small adjustments to assumptions around discount rate, fair value and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.
ナラティブ更新 Jan 08

HMSO: Medium Term Guidance And Rental Income Outlook Will Define Risk Reward

Analysts have nudged their fair value estimate for Hammerson slightly higher to £3.30 from about £3.27, citing small adjustments to discount rate assumptions and a modestly higher future P/E multiple in their models. What's in the News Hammerson issued financial guidance for 2026 and 2027, indicating that management expects the full effect of past repositionings and acquisitions to be reflected in these years.
ナラティブ更新 Dec 14

HMSO: Medium-Term Earnings Guidance Will Shape Future Risk-Reward Balance

Analysts have raised their price target on Hammerson by approximately £0.07, citing slightly faster expected revenue growth and a modestly higher future price to earnings multiple, which is partly offset by a marginally lower profit margin and discount rate. What's in the News Hammerson issued new financial guidance for 2026 and 2027, expecting further growth as benefits from recent repositionings and acquisitions feed through, supporting a medium term EPRA EPS compound annual growth rate target of 8 to 10% (Key Developments).
ナラティブ更新 Nov 29

HMSO: Revenue Momentum And Leadership Change Will Influence Medium-Term Prospects

Analysts have raised their price target for Hammerson slightly, increasing it from £3.19 to £3.20. This adjustment is based on stronger revenue growth projections, even though a modest decrease in expected profit margin has been noted.
ナラティブ更新 Nov 15

HMSO: Earnings Outlook And Lower Discount Rate Will Shape 2025 Performance

Analysts have raised their price target for Hammerson from £3.04 to £3.19, citing improved revenue growth projections and a slightly higher expected profit margin as key drivers for the increase. What's in the News Hammerson Plc updated its earnings guidance for fiscal year 2025 and now expects earnings to be around £101 million (Key Developments).
ナラティブ更新 Nov 01

HMSO: Share Buybacks And New Leadership Will Shape Asset Unlocking Path

Analysts have raised their price target for Hammerson slightly. The estimated fair value has increased from £3.03 to £3.04 per share, reflecting updated assessments of discount rates and future profitability metrics.
ナラティブ更新 Oct 17

Urban Redevelopment And Mixed-Use Repositioning Will Unlock Key Assets

Hammerson’s analyst price target was recently revised down from £4.21 to £3.85, as analysts cited shifting revenue growth expectations and updated fair value calculations in their rationale. Analyst Commentary Recent revisions to Hammerson’s price target have prompted discussion among market observers, with attention on the company’s valuation, growth prospects, and operational execution.
User avatar
新しいナラティブ Jul 31

Urban Redevelopment And Mixed-Use Repositioning Will Unlock Key Assets

Repositioning into mixed-use assets, experiential retail, and data-driven leasing is increasing occupancy, rental income, and diversifying revenue sources for resilient growth.
分析記事 Aug 12

Growth Investors: Industry Analysts Just Upgraded Their Hammerson plc (LON:HMSO) Revenue Forecasts By 24%

Celebrations may be in order for Hammerson plc ( LON:HMSO ) shareholders, with the analysts delivering a significant...
分析記事 Jul 29

The Hammerson plc (LON:HMSO) Analysts Have Been Trimming Their Sales Forecasts

The latest analyst coverage could presage a bad day for Hammerson plc ( LON:HMSO ), with the analysts making...

株主還元

HMSOGB Retail REITsGB 市場
7D-1.7%0.8%0.6%
1Y22.8%14.6%15.7%

業界別リターン: HMSO過去 1 年間で14.6 % の収益を上げたUK Retail REITs業界を上回りました。

リターン対市場: HMSO過去 1 年間で15.7 % の収益を上げたUK市場を上回りました。

価格変動

Is HMSO's price volatile compared to industry and market?
HMSO volatility
HMSO Average Weekly Movement3.5%
Retail REITs Industry Average Movement2.4%
Market Average Movement5.1%
10% most volatile stocks in GB Market10.5%
10% least volatile stocks in GB Market2.8%

安定した株価: HMSO 、 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: HMSOの 週次ボラティリティ ( 3% ) 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
1942124Rob Wilkinsonwww.hammerson.com

Hammerson Plc は、英国、フランス、アイルランドでプライムリテールおよびレジャー施設を展開する英国最大の上場企業です。当社は、小売、レジャー、コミュニティ・ハブを統合したランドマーク的な都市施設を所有、管理、投資し、進化する顧客と入居者のニーズに応えながら、ステークホルダーのために持続可能な長期的成長を実現しています。当社の10の都市拠点は、全小売施設の上位20位以内に位置し、小売支出集中地域の上位1%にもランクされています。人口4,000万人の集客網により、年間1億7,000万人が訪れ、当社のブランド・パートナーに30億ポンドの売上を生み出しています。ハマーソン・ピーエルシーは1942年に英国で設立された。

Hammerson Plc 基礎のまとめ

Hammerson の収益と売上を時価総額と比較するとどうか。
HMSO 基礎統計学
時価総額UK£1.94b
収益(TTM)UK£232.10m
売上高(TTM)UK£264.30m
8.4x
PER(株価収益率
7.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
HMSO 損益計算書(TTM)
収益UK£264.30m
売上原価UK£81.80m
売上総利益UK£182.50m
その他の費用-UK£49.60m
収益UK£232.10m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 30, 2026

一株当たり利益(EPS)0.44
グロス・マージン69.05%
純利益率87.82%
有利子負債/自己資本比率75.4%

HMSO 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

4.5%
現在の配当利回り
77%
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2026/07/24 00:12
終値2026/07/24 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Hammerson Plc 7 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
Kyle RollinsonArqaam Capital Research Offshore S.A.L.
Eleanor FrewBarclays
Paul MayBarclays