View ValuationDunelm Group 将来の成長Future 基準チェック /26Dunelm Group利益と収益がそれぞれ年間5%と3.4%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128.5% 4.8%なると予測されています。主要情報5.0%収益成長率4.76%EPS成長率Specialty Retail 収益成長13.8%収益成長率3.4%将来の株主資本利益率128.52%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT is expected is £210m, with a range of £207 million to £21 million.お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.すべての更新を表示Recent updatesナラティブの更新 • May 01DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re RatingAnalysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.お知らせ • Apr 22Dunelm Group plc to Report First Half, 2027 Results on Feb 10, 2027Dunelm Group plc announced that they will report first half, 2027 results on Feb 10, 2027お知らせ • Apr 21Dunelm Group plc to Report Fiscal Year 2027 Results on Sep 08, 2027Dunelm Group plc announced that they will report fiscal year 2027 results on Sep 08, 2027ナラティブの更新 • Apr 12DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re RatingAnalysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.ナラティブの更新 • Mar 29DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re RatingAnalysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.ナラティブの更新 • Mar 14DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re RatingAnalysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.Upcoming Dividend • Mar 05Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of British dividend payers (5.5%). Higher than average of industry peers (3.5%).Buy Or Sell Opportunity • Mar 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.47. The fair value is estimated to be UK£12.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.ナラティブの更新 • Feb 28DNLM: Share Buybacks And Steady Margins Will Support Multiple Re RatingAnalysts have inched their average Dunelm Group price target slightly lower to about £11.93, reflecting minor tweaks to assumptions on discount rate, margin profile and future P/E after a mix of recent upgrades and a downgrade in Street research. Analyst Commentary Recent Street research on Dunelm Group has been mixed, with two upgrades offset by a downgrade, which helps explain why the average price target has shifted only slightly.お知らせ • Feb 18Dunelm Group plc (LSE:DNLM) commences an Equity Buyback for 20,000,000 shares, representing 9.92% of its issued share capital, under the authorization approved on November 19, 2025.Dunelm Group plc (LSE:DNLM) commences share repurchases on February 17, 2026, under the program mandated by the shareholders in the Annual General Meeting held on November 19, 2025. As per the mandate, the company is authorized to repurchase up to 20,000,000 shares, representing 9.92% of its issued share capital. The minimum price which may be paid for each ordinary share is £0.01 pence and the maximum price which may be paid for each ordinary share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share, as derived from the London Stock Exchange Daily Official List, for the five business days immediately preceding the day on which the ordinary share is purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The Company may either retain any of its own ordinary shares which it has purchased as treasury shares with a possible re-issue at a future date, or cancel them. The authority shall expire at the earliest of the conclusion of the next Annual General Meeting, or on December 31, 2026, whichever is earlier. As of November 19, 2025, the company had 203,426,835 ordinary shares in issue, with 1,882,614 ordinary shares in treasury. On February 16, 2026, the company initiated a Market Repurchase. Under the program,the company has entered into an arrangement with Barclays Bank PLC to purchase up to 1,600,000 ordinary shares in the Company (the "Shares") during open periods of the Company arising from the date of this announcement for the period up to and including the last trading day before the Company holds its 2026 Annual General Meeting. The aggregate purchase price of all shares acquired under the Program will be no greater than £17 million. The purpose of the Program is to satisfy employee share-based award obligations.ナラティブの更新 • Feb 14DNLM: Firmer Margins And Reaffirmed FY26 Guidance Will Support Multiple Re RatingNarrative Update Dunelm Group's analyst price target has edged up to £11.95, with analysts citing slightly firmer revenue growth and profit margin assumptions, alongside a modestly lower discount rate and a marginally reduced future P/E multiple. Analyst Commentary Recent research has produced a mix of optimistic and cautious views on Dunelm Group, with upgrades from JPMorgan and another major broker, alongside a downgrade from a more cautious house.Declared Dividend • Feb 12First half dividend of UK£0.42 announcedShareholders will receive a dividend of UK£0.42. Ex-date: 12th March 2026 Payment date: 8th April 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 11First half 2026 earnings released: EPS: UK£0.42 (vs UK£0.45 in 1H 2025)First half 2026 results: EPS: UK£0.42 (down from UK£0.45 in 1H 2025). Revenue: UK£926.3m (up 3.6% from 1H 2025). Net income: UK£84.8m (down 7.4% from 1H 2025). Profit margin: 9.2% (down from 10% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend for the First Half of Fiscal Year 2026Dunelm Group plc announced the board has declared an Interim ordinary dividend per share of 17.0 pence (FY25 H1: 16.5 pence), an increase of 3.0% for the first half of Fiscal year 2026.新しいナラティブ • Feb 01Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term OutcomeCatalysts About Dunelm Group Dunelm Group is a U.K. based homewares and furniture retailer with both physical stores and a growing digital offering. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 30DNLM: Reaffirmed FY26 Profit Guidance Will Support Multiple Re Rating PotentialAnalysts have trimmed their fair value estimate for Dunelm Group from £12.21 to £11.94 per share, reflecting slightly softer assumptions on revenue growth and profit margins, even as recent research points to improved margin outlook, solid trading, and the potential for faster growth ahead. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed FY26 profit before tax guidance as a sign that management execution is broadly tracking internal plans, which can support confidence in the current valuation framework.分析記事 • Jan 30Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£13.42 Current share...ナラティブの更新 • Jan 16DNLM: Margin Outlook And FY26 Guidance Will Support Re Rating PotentialOur updated analyst price target for Dunelm Group moves slightly lower to £12.21 from £12.87 per share, reflecting analysts' more cautious assumptions on discount rate, revenue growth and profit margins, even as recent Street research highlights mixed sentiment with both target raises and a downgrade. Analyst Commentary Recent Street research on Dunelm Group shows a mix of optimism and caution, with several price target changes and at least one rating downgrade.Buy Or Sell Opportunity • Jan 15Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.42. The fair value is estimated to be UK£13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.分析記事 • Jan 08Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E RatioThere wouldn't be many who think Dunelm Group plc's ( LON:DNLM ) price-to-earnings (or "P/E") ratio of 14.9x is worth a...分析記事 • Nov 18Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Oct 18Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The EyeDunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Reported Earnings • Oct 14Full year 2025 earnings released: EPS: UK£0.77 (vs UK£0.75 in FY 2024)Full year 2025 results: EPS: UK£0.77 (up from UK£0.75 in FY 2024). Revenue: UK£1.77b (up 3.8% from FY 2024). Net income: UK£156.3m (up 3.4% from FY 2024). Profit margin: 8.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.分析記事 • Oct 10Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...お知らせ • Oct 09Dunelm Group plc, Annual General Meeting, Nov 19, 2025Dunelm Group plc, Annual General Meeting, Nov 19, 2025. Location: watermead business park, syston, leicester, leicestershire, le7 1ad, United Kingdom分析記事 • Oct 06We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to UK£10.59. The fair value is estimated to be UK£13.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.分析記事 • Sep 12Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...Declared Dividend • Sep 11Final dividend increased to UK£0.28Dividend of UK£0.28 is 1.8% higher than last year. Ex-date: 30th October 2025 Payment date: 25th November 2025 Dividend yield will be 7.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Sep 11Estimating The Fair Value Of Dunelm Group plc (LON:DNLM)Key Insights Dunelm Group's estimated fair value is UK£13.33 based on 2 Stage Free Cash Flow to Equity With UK£10.81...New Risk • Sep 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 84% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (84% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Sep 10Full year 2025 earnings released: EPS: UK£0.77 (vs UK£0.75 in FY 2024)Full year 2025 results: EPS: UK£0.77 (up from UK£0.75 in FY 2024). Revenue: UK£1.77b (up 3.8% from FY 2024). Net income: UK£156.3m (up 3.4% from FY 2024). Profit margin: 8.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT is expected is £210m, with a range of £207 million to £21 million.お知らせ • Jul 07Dunelm Group plc Appoints Clodagh Moriarty as Chief Executive Officer, with Effect from 1 October 2025Dunelm Group plc announced the appointment of Clodagh ("Clo") Moriarty as Chief Executive Officer, with effect from 1 October 2025. Clo will succeed Nick Wilkinson who, as announced in February, had informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. To ensure a smooth transition, Nick will continue in his role until Clo's appointment and will step down from the Board at the end of September, before leaving the business in early October. The appointment follows a thorough recruitment process, considering both internal and external candidates and supported by an independent executive search firm. Clo is an established retail leader and is currently the Chief Retail and Technology Officer at J Sainsbury plc ("Sainsbury's"). As a member of the Operating Board, she holds responsibility for all stores and their operations, alongside Sainsbury's digital offer and strategy, customer experience and end to end technology platforms. She has been with the business for 15 years, holding a variety of leadership roles, having previously worked for nine years at Bain & Company.Recent Insider Transactions Derivative • Jun 19CFO & Director exercised options and sold UK£286k worth of stockOn the 16th of June, Karen Witts exercised options to acquire 24k shares at no cost and sold these for an average price of UK£11.78 per share. This trade did not impact their existing holding. Since September 2024, Karen's direct individual holding has increased from 33.45k shares to 41.82k. Company insiders have collectively sold UK£394k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 17Is Now An Opportune Moment To Examine Dunelm Group plc (LON:DNLM)?While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a significant share price...Board Change • Jun 01High number of new directorsNon-Executive Director Katharine Poulter was the last director to join the board, commencing their role in 2025.お知らせ • May 24+ 1 more updateDunelm Group plc to Report Fiscal Year 2026 Results on Sep 08, 2026Dunelm Group plc announced that they will report fiscal year 2026 results on Sep 08, 2026お知らせ • May 07Dunelm Group plc Appoints Katharine Poulter as Non-Executive Director and Member of the Audit and Risk, Remuneration and Nomination CommitteesDunelm announced the appointment of Katharine Poulter as Non-Executive Director with immediate effect. Katharine will be a member of the Audit and Risk, Remuneration and Nomination committees. Katharine has a strong retail background and a broad, transferable skillset, developed through significant experience in large and entrepreneurial consumer-facing businesses. She is currently the Chief Commercial Officer at McCarthy Stone, the developer and manager of retirement communities, where she is responsible for driving the company's commercial strategy. Prior to this, she was the Chief Commercial Officer at Indigo Books & Music Inc., Canada's largest book retailer. Katharine started her career in retail at Marks and Spencer Group Plc and has held senior roles at Laura Ashley, Hobbycraft, Wilko and Dobbies Garden Centre, amongst others.分析記事 • May 02What Dunelm Group plc's (LON:DNLM) 27% Share Price Gain Is Not Telling YouDunelm Group plc ( LON:DNLM ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£10.74, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£8.74 per share.Buy Or Sell Opportunity • Apr 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to UK£10.74. The fair value is estimated to be UK£8.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.Upcoming Dividend • Mar 06Upcoming dividend of UK£0.52 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 08 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.2%).分析記事 • Feb 28Dunelm Group's (LON:DNLM) Upcoming Dividend Will Be Larger Than Last Year'sDunelm Group plc ( LON:DNLM ) will increase its dividend on the 8th of April to £0.515, which is 1.0% higher than last...新しいナラティブ • Feb 17Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector. 分析記事 • Feb 14Dunelm Group (LON:DNLM) Will Pay A Larger Dividend Than Last Year At £0.515The board of Dunelm Group plc ( LON:DNLM ) has announced that it will be increasing its dividend by 1.0% on the 8th of...Declared Dividend • Feb 13First half dividend increased to UK£0.52Dividend of UK£0.52 is 1.0% higher than last year. Ex-date: 13th March 2025 Payment date: 8th April 2025 Dividend yield will be 7.9%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Nick Wilkinson to Retire as Chief Executive Officer of Dunelm Group plcDunelm Group plc announced that Nick Wilkinson, Chief Executive Officer of Dunelm, has informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. The Board will commence a formal and thorough recruitment process for Nick's successor, considering both internal and external candidates, and will provide an update in due course. Nick will remain in role until a successor is appointed, continuing to drive business performance and ensuring a smooth and orderly transition, supported by his Executive team.Reported Earnings • Feb 12First half 2025 earnings released: EPS: UK£0.45 (vs UK£0.45 in 1H 2024)First half 2025 results: EPS: UK£0.45 (up from UK£0.45 in 1H 2024). Revenue: UK£893.7m (up 2.4% from 1H 2024). Net income: UK£91.6m (up 1.0% from 1H 2024). Profit margin: 10% (in line with 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares A Special Dividend for the Period Ending 28 June 2025, Payable on 8 April 2025Dunelm Group plc announced the board has declared a special dividend of 35 pence per Ordinary Share for the period ending 28 June 2025 which equates to £70.8 million . These dividends will be paid on 8 April 2025 to shareholders on the register at the close of business on 14 March 2025.分析記事 • Jan 19Dunelm Group plc's (LON:DNLM) Low P/E No Reason For ExcitementWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...分析記事 • Dec 14Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 28% Undervaluation?Key Insights The projected fair value for Dunelm Group is UK£15.49 based on 2 Stage Free Cash Flow to Equity Dunelm...お知らせ • Nov 20Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited.Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited on November 20, 2024. Dunelm Group plc (LSE:DNLM) completed the acquisition of Homefocus Group Limited on November 20, 2024.分析記事 • Nov 15Shareholders May Be A Bit More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For NowKey Insights Dunelm Group's Annual General Meeting to take place on 21st of November CEO Nick Wilkinson's total...Recent Insider Transactions Derivative • Nov 04CEO & Executive Director exercised options and sold UK£328k worth of stockOn the 29th of October, Nicholas Wilkinson exercised options to acquire 28k shares at no cost and sold these for an average price of UK£11.61 per share. This trade did not impact their existing holding. For the year to June 2018, Nicholas' total compensation was 37% salary and 63% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Nicholas' direct individual holding has increased from 428.94k shares to 438.88k. Company insiders have collectively sold UK£343k more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Oct 24Upcoming dividend of UK£0.28 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 26 November 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.1%).Reported Earnings • Oct 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.分析記事 • Oct 11Dunelm Group (LON:DNLM) Is Due To Pay A Dividend Of £0.275The board of Dunelm Group plc ( LON:DNLM ) has announced that it will pay a dividend of £0.275 per share on the 26th of...お知らせ • Oct 11+ 1 more updateDunelm Group plc to Report Q2, 2025 Results on Feb 11, 2025Dunelm Group plc announced that they will report Q2, 2025 results on Feb 11, 2025Buy Or Sell Opportunity • Sep 20Now 22% undervaluedOver the last 90 days, the stock has risen 13% to UK£12.12. The fair value is estimated to be UK£15.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.分析記事 • Sep 20Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Dunelm Group plc ( LON:DNLM ) despite the...分析記事 • Sep 14Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.275Dunelm Group plc ( LON:DNLM ) will pay a dividend of £0.275 on the 26th of November. This takes the dividend yield to...Reported Earnings • Sep 13Full year 2024 earnings released: EPS: UK£0.75 (vs UK£0.75 in FY 2023)Full year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Aug 13At UK£11.78, Is Dunelm Group plc (LON:DNLM) Worth Looking At Closely?Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw a decent share price growth of 17% on the LSE...お知らせ • Jul 12Dunelm Group plc Announces Board and Committee ChangesDunelm Group plc announced resignation of William Reeve, Senior Independent Director of the Company and Chair of the Remuneration Committee and following changes to the Board's Committees have been approved by the Board. Ian Bull will succeed William Reeve as Senior Independent Director while retaining from his role as Chair of the Audit and Risk Committee and Ajay Kavan will succeed William Reeve as Chair of the Remuneration Committee, in each case with effect from the end of the 2024 AGM, so as to enable a smooth transition and handover.お知らせ • Jun 08Dunelm Group plc Announces Resignation of Arja Taaveniku as Independent Non-Executive DirectorDunelm Group plc announced that Arja Taaveniku, an independent Non-Executive Director of the Company, has informed the Board of her decision to step down as a Director at the end of 2024. This follows her acceptance of a full-time position as CEO of Home Centre, a home furnishings company in the Middle East.分析記事 • Jun 08Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 24% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£14.20 Dunelm Group's...分析記事 • Apr 19Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • Apr 16Dunelm Group plc Appoints Marion Sears as Non-Executive Director, with Effect from 24 April 2024Dunelm Group plc announced that Marion Sears, non-executive director of the Company, has been appointed as a non-executive director and a member of the audit and risk, management engagement and nomination committees of Schroder Asia Total Return Investment Trust plc, with effect from 24 April 2024.Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ajay Kavan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Mar 29We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Mar 12Dunelm Group plc Announces Directorate ChangesDunelm Group plc announced that Kelly Devine will be stepping down from her role as a Non-Executive Director of the Company on 5 July 2024. This follows her acceptance of a full-time position with the Company as Customer Director. Kelly will join Dunelm's Executive Team, reporting directly to Nick Wilkinson, CEO. Since 2020 Kelly has been President, UK & Ireland, for Mastercard. In this role she has led substantial growth across the network, with a particular focus on evolving and broadening the customer offer, expanding customer relationships and building the brand. Kelly will be considered non-independent with immediate effect and has stepped down as a member of the Company's audit and risk, nominations and remuneration committees.Upcoming Dividend • Mar 07Upcoming dividend of UK£0.51 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of British dividend payers (6.3%). Higher than average of industry peers (3.6%).分析記事 • Feb 22We Like Dunelm Group's (LON:DNLM) Earnings For More Than Just Statutory ProfitDunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...Declared Dividend • Feb 16First half dividend of UK£0.51 announcedShareholders will receive a dividend of UK£0.51. Ex-date: 14th March 2024 Payment date: 9th April 2024 Dividend yield will be 7.2%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares Special Dividend for the Period Ending 29 June 2024, Payable on 9 April 2024Dunelm Group plc announced the board has declared a £70.7 million special dividend of 35 pence per share for the period ending 29 June 2024. The special dividend will be paid on 9 April 2024 to shareholders on the register at the close of business on 14 March 2024.Reported Earnings • Feb 15First half 2024 earnings released: EPS: UK£0.45 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.45 (down from UK£0.46 in 1H 2023). Revenue: UK£872.5m (up 4.5% from 1H 2023). Net income: UK£90.7m (down 2.5% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% 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 08Dunelm Group plc Announces Directorate Appointments, Effective 1 March 2024Dunelm announced the appointment of Ajay Kavan and Daniel Taylor as Non-Executive Directors with effect from 1 March 2024. Both Ajay and Dan will be members of the Audit and Risk, Remuneration and Nominations committees. Ajay is a senior advisor to the global investment firm, KKR, and a member of the advisory panel to Piper Private Equity. He serves in a non-executive capacity on the board of Rohlik Group, a European technology leader in e-grocery and an Index Ventures-backed unicorn, and he is Vice Chair at the Prince of Wales' charity, In Kind Direct. Ajay brings extensive retail experience having been CEO of Matches Fashion from 2020 to 2021 and an Amazon Vice President from 2011 to 2020, where he scaled multiple categories and held global roles including launching Amazon Fresh in Europe/Asia. Prior to this, he held executive roles at Kingfisher and Home Retail Group. Dan has very strong experience in digital, consumer-facing brands. He is currently the Chief Executive Officer - Flutter International, at global betting and gaming company Flutter Entertainment plc, where he is responsible for all of the Group's international brands, a role he has held since 2020. Prior to this, he was the Chief Executive Officer of PaddyPowerBetfair, where he has also held the roles of MD, UK & Ireland and MD, Retail. Dan has also held roles as Managing Director of Teletext Holidays and Director of Strategy and Commercial Development at DMG Media.分析記事 • Jan 29Is It Time To Consider Buying Dunelm Group plc (LON:DNLM)?While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a double-digit share price...お知らせ • Jan 11Dunelm Group plc Announces Resignation of Peter Ruis from His Role as A Non-Executive DirectorDunelm Group plc announced that on 10 January 2024 Peter Ruis resigned from his role as a Non-Executive Director of the Company with immediate effect. This follows his acceptance of a full-time executive position at another UK retailer.分析記事 • Jan 07A Look At The Fair Value Of Dunelm Group plc (LON:DNLM)Key Insights The projected fair value for Dunelm Group is UK£11.68 based on 2 Stage Free Cash Flow to Equity With...Recent Insider Transactions Derivative • Dec 08CEO & Executive Director exercised options and sold UK£438k worth of stockOn the 5th of December, Nicholas Wilkinson exercised options to acquire 42k shares at no cost and sold these for an average price of UK£10.49 per share. This trade did not impact their existing holding. For the year to June 2018, Nicholas' total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Nicholas' direct individual holding has increased from 371.33k shares to 382.17k. Company insiders have collectively sold UK£230k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 28We Like Dunelm Group's (LON:DNLM) Returns And Here's How They're TrendingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Buying Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£13.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.分析記事 • Nov 10Shareholders May Be More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For NowKey Insights Dunelm Group's Annual General Meeting to take place on 16th of November Total pay for CEO Nick Wilkinson...分析記事 • Oct 26Does Dunelm Group (LON:DNLM) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 20Dunelm Group plc, Annual General Meeting, Nov 16, 2023Dunelm Group plc, Annual General Meeting, Nov 16, 2023, at 11:30 Coordinated Universal Time. Location: Stoke 2 Distribution Centre White Rock Road, Prologis Park Stoke- On-Trent United KingdomUpcoming Dividend • Oct 19Upcoming dividend of UK£0.27 per share at 8.0% yieldEligible shareholders must have bought the stock before 26 October 2023. Payment date: 20 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of British dividend payers (6.6%). Higher than average of industry peers (3.4%).分析記事 • Oct 11Is Dunelm Group plc (LON:DNLM) Potentially Undervalued?Dunelm Group plc ( LON:DNLM ), is not the largest company out there, but it received a lot of attention from a...Buying Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be UK£12.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 5.1% per annum over the same time period.Reported Earnings • Sep 20Full year 2023 earnings released: EPS: UK£0.75 (vs UK£0.84 in FY 2022)Full year 2023 results: EPS: UK£0.75 (down from UK£0.84 in FY 2022). Revenue: UK£1.64b (up 3.6% from FY 2022). Net income: UK£151.9m (down 11% from FY 2022). Profit margin: 9.3% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% 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 • Sep 20Dunelm Group plc Proposes Final Ordinary Dividend, Payable on 20 November 2023The Board of Dunelm Group plc proposed a final ordinary dividend of 27 pence per share, recognising its strong performance in the year and its ongoing confidence in the business. This takes the full year ordinary dividend to 42 pence per share, 5% ahead of the 40 pence per share paid in fiscal year 2022, with dividend cover of 1.8×, which is within the range of its stated policy. The final dividend will be paid on 20 November 2023 to shareholders on the register on 27 October 2023, subject to it being approved by shareholders at the AGM.お知らせ • Sep 12Dunelm Group plc to Report First Half, 2024 Results on Feb 14, 2024Dunelm Group plc announced that they will report first half, 2024 results on Feb 14, 2024業績と収益の成長予測LSE:DNLM - 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6/30/20281,960170166264106/30/20271,890163154253126/30/20261,8251571492461212/27/20251,804150192244N/A9/27/20251,787153202250N/A6/28/20251,771156211256N/A3/28/20251,749154256293N/A12/28/20241,728152300329N/A9/28/20241,717152250281N/A6/29/20241,707151200232N/A3/29/20241,691150205236N/A12/30/20231,676150211240N/A9/30/20231,658151215240N/A7/1/20231,639152219241N/A4/1/20231,630151222244N/A12/31/20221,621151224247N/A9/30/20221,601161226249N/A7/2/20221,581171228252N/A4/2/20221,497162200223N/A12/25/20211,412152171195N/A9/25/20211,374141170189N/A6/26/20211,336129169184N/A3/26/20211,264120214229N/A12/26/20201,192110259274N/A9/26/20201,12599239259N/A6/27/20201,05888219244N/A3/27/20201,096100184210N/A12/28/20191,134113149175N/A9/28/20191,117107N/A175N/A6/29/20191,100101N/A174N/A3/29/20191,07893N/A160N/A12/29/20181,05784N/A146N/A9/29/20181,05379N/A122N/A6/30/20181,05073N/A99N/A3/31/20181,04574N/A92N/A12/30/20171,04174N/A86N/A9/30/201799874N/A83N/A7/1/201795673N/A80N/A4/1/201792480N/A92N/A12/31/201689387N/A104N/A9/30/201688795N/A126N/A7/2/2016881102N/A148N/A4/2/2016879102N/A152N/A1/2/2016878102N/A156N/A10/2/201585799N/A137N/A7/4/201583696N/A118N/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: DNLMの予測収益成長率 (年間5% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: DNLMの収益 ( 5% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: DNLM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: DNLMの収益 ( 3.4% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: DNLMの収益 ( 3.4% ) 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: DNLMの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 128.5 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 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2026/05/22 11:59終値2026/05/22 00:00収益2025/12/27年間収益2025/06/28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Dunelm Group plc 12 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Christodoulos ChaviarasBarclaysRichard TaylorBarclaysAnne CritchlowBerenberg23 その他のアナリストを表示
お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT is expected is £210m, with a range of £207 million to £21 million.
お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.
ナラティブの更新 • May 01DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re RatingAnalysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.
お知らせ • Apr 22Dunelm Group plc to Report First Half, 2027 Results on Feb 10, 2027Dunelm Group plc announced that they will report first half, 2027 results on Feb 10, 2027
お知らせ • Apr 21Dunelm Group plc to Report Fiscal Year 2027 Results on Sep 08, 2027Dunelm Group plc announced that they will report fiscal year 2027 results on Sep 08, 2027
ナラティブの更新 • Apr 12DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re RatingAnalysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.
ナラティブの更新 • Mar 29DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re RatingAnalysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.
ナラティブの更新 • Mar 14DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re RatingAnalysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.
Upcoming Dividend • Mar 05Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 12 March 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of British dividend payers (5.5%). Higher than average of industry peers (3.5%).
Buy Or Sell Opportunity • Mar 03Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.47. The fair value is estimated to be UK£12.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.7% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
ナラティブの更新 • Feb 28DNLM: Share Buybacks And Steady Margins Will Support Multiple Re RatingAnalysts have inched their average Dunelm Group price target slightly lower to about £11.93, reflecting minor tweaks to assumptions on discount rate, margin profile and future P/E after a mix of recent upgrades and a downgrade in Street research. Analyst Commentary Recent Street research on Dunelm Group has been mixed, with two upgrades offset by a downgrade, which helps explain why the average price target has shifted only slightly.
お知らせ • Feb 18Dunelm Group plc (LSE:DNLM) commences an Equity Buyback for 20,000,000 shares, representing 9.92% of its issued share capital, under the authorization approved on November 19, 2025.Dunelm Group plc (LSE:DNLM) commences share repurchases on February 17, 2026, under the program mandated by the shareholders in the Annual General Meeting held on November 19, 2025. As per the mandate, the company is authorized to repurchase up to 20,000,000 shares, representing 9.92% of its issued share capital. The minimum price which may be paid for each ordinary share is £0.01 pence and the maximum price which may be paid for each ordinary share is the higher of an amount equal to 105% of the average of the middle market quotations for an ordinary share, as derived from the London Stock Exchange Daily Official List, for the five business days immediately preceding the day on which the ordinary share is purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The Company may either retain any of its own ordinary shares which it has purchased as treasury shares with a possible re-issue at a future date, or cancel them. The authority shall expire at the earliest of the conclusion of the next Annual General Meeting, or on December 31, 2026, whichever is earlier. As of November 19, 2025, the company had 203,426,835 ordinary shares in issue, with 1,882,614 ordinary shares in treasury. On February 16, 2026, the company initiated a Market Repurchase. Under the program,the company has entered into an arrangement with Barclays Bank PLC to purchase up to 1,600,000 ordinary shares in the Company (the "Shares") during open periods of the Company arising from the date of this announcement for the period up to and including the last trading day before the Company holds its 2026 Annual General Meeting. The aggregate purchase price of all shares acquired under the Program will be no greater than £17 million. The purpose of the Program is to satisfy employee share-based award obligations.
ナラティブの更新 • Feb 14DNLM: Firmer Margins And Reaffirmed FY26 Guidance Will Support Multiple Re RatingNarrative Update Dunelm Group's analyst price target has edged up to £11.95, with analysts citing slightly firmer revenue growth and profit margin assumptions, alongside a modestly lower discount rate and a marginally reduced future P/E multiple. Analyst Commentary Recent research has produced a mix of optimistic and cautious views on Dunelm Group, with upgrades from JPMorgan and another major broker, alongside a downgrade from a more cautious house.
Declared Dividend • Feb 12First half dividend of UK£0.42 announcedShareholders will receive a dividend of UK£0.42. Ex-date: 12th March 2026 Payment date: 8th April 2026 Dividend yield will be 7.3%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 11First half 2026 earnings released: EPS: UK£0.42 (vs UK£0.45 in 1H 2025)First half 2026 results: EPS: UK£0.42 (down from UK£0.45 in 1H 2025). Revenue: UK£926.3m (up 3.6% from 1H 2025). Net income: UK£84.8m (down 7.4% from 1H 2025). Profit margin: 9.2% (down from 10% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares an Interim Ordinary Dividend for the First Half of Fiscal Year 2026Dunelm Group plc announced the board has declared an Interim ordinary dividend per share of 17.0 pence (FY25 H1: 16.5 pence), an increase of 3.0% for the first half of Fiscal year 2026.
新しいナラティブ • Feb 01Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term OutcomeCatalysts About Dunelm Group Dunelm Group is a U.K. based homewares and furniture retailer with both physical stores and a growing digital offering. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 30DNLM: Reaffirmed FY26 Profit Guidance Will Support Multiple Re Rating PotentialAnalysts have trimmed their fair value estimate for Dunelm Group from £12.21 to £11.94 per share, reflecting slightly softer assumptions on revenue growth and profit margins, even as recent research points to improved margin outlook, solid trading, and the potential for faster growth ahead. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed FY26 profit before tax guidance as a sign that management execution is broadly tracking internal plans, which can support confidence in the current valuation framework.
分析記事 • Jan 30Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share PriceKey Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£13.42 Current share...
ナラティブの更新 • Jan 16DNLM: Margin Outlook And FY26 Guidance Will Support Re Rating PotentialOur updated analyst price target for Dunelm Group moves slightly lower to £12.21 from £12.87 per share, reflecting analysts' more cautious assumptions on discount rate, revenue growth and profit margins, even as recent Street research highlights mixed sentiment with both target raises and a downgrade. Analyst Commentary Recent Street research on Dunelm Group shows a mix of optimism and caution, with several price target changes and at least one rating downgrade.
Buy Or Sell Opportunity • Jan 15Now 28% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.42. The fair value is estimated to be UK£13.05, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 4.9% per annum over the same time period.
分析記事 • Jan 08Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E RatioThere wouldn't be many who think Dunelm Group plc's ( LON:DNLM ) price-to-earnings (or "P/E") ratio of 14.9x is worth a...
分析記事 • Nov 18Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 • Oct 18Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The EyeDunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Reported Earnings • Oct 14Full year 2025 earnings released: EPS: UK£0.77 (vs UK£0.75 in FY 2024)Full year 2025 results: EPS: UK£0.77 (up from UK£0.75 in FY 2024). Revenue: UK£1.77b (up 3.8% from FY 2024). Net income: UK£156.3m (up 3.4% from FY 2024). Profit margin: 8.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
分析記事 • Oct 10Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
お知らせ • Oct 09Dunelm Group plc, Annual General Meeting, Nov 19, 2025Dunelm Group plc, Annual General Meeting, Nov 19, 2025. Location: watermead business park, syston, leicester, leicestershire, le7 1ad, United Kingdom
分析記事 • Oct 06We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Sep 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to UK£10.59. The fair value is estimated to be UK£13.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
分析記事 • Sep 12Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Declared Dividend • Sep 11Final dividend increased to UK£0.28Dividend of UK£0.28 is 1.8% higher than last year. Ex-date: 30th October 2025 Payment date: 25th November 2025 Dividend yield will be 7.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Sep 11Estimating The Fair Value Of Dunelm Group plc (LON:DNLM)Key Insights Dunelm Group's estimated fair value is UK£13.33 based on 2 Stage Free Cash Flow to Equity With UK£10.81...
New Risk • Sep 10New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 84% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (84% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Sep 10Full year 2025 earnings released: EPS: UK£0.77 (vs UK£0.75 in FY 2024)Full year 2025 results: EPS: UK£0.77 (up from UK£0.75 in FY 2024). Revenue: UK£1.77b (up 3.8% from FY 2024). Net income: UK£156.3m (up 3.4% from FY 2024). Profit margin: 8.8% (down from 8.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Jul 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT is expected is £210m, with a range of £207 million to £21 million.
お知らせ • Jul 07Dunelm Group plc Appoints Clodagh Moriarty as Chief Executive Officer, with Effect from 1 October 2025Dunelm Group plc announced the appointment of Clodagh ("Clo") Moriarty as Chief Executive Officer, with effect from 1 October 2025. Clo will succeed Nick Wilkinson who, as announced in February, had informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. To ensure a smooth transition, Nick will continue in his role until Clo's appointment and will step down from the Board at the end of September, before leaving the business in early October. The appointment follows a thorough recruitment process, considering both internal and external candidates and supported by an independent executive search firm. Clo is an established retail leader and is currently the Chief Retail and Technology Officer at J Sainsbury plc ("Sainsbury's"). As a member of the Operating Board, she holds responsibility for all stores and their operations, alongside Sainsbury's digital offer and strategy, customer experience and end to end technology platforms. She has been with the business for 15 years, holding a variety of leadership roles, having previously worked for nine years at Bain & Company.
Recent Insider Transactions Derivative • Jun 19CFO & Director exercised options and sold UK£286k worth of stockOn the 16th of June, Karen Witts exercised options to acquire 24k shares at no cost and sold these for an average price of UK£11.78 per share. This trade did not impact their existing holding. Since September 2024, Karen's direct individual holding has increased from 33.45k shares to 41.82k. Company insiders have collectively sold UK£394k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 17Is Now An Opportune Moment To Examine Dunelm Group plc (LON:DNLM)?While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a significant share price...
Board Change • Jun 01High number of new directorsNon-Executive Director Katharine Poulter was the last director to join the board, commencing their role in 2025.
お知らせ • May 24+ 1 more updateDunelm Group plc to Report Fiscal Year 2026 Results on Sep 08, 2026Dunelm Group plc announced that they will report fiscal year 2026 results on Sep 08, 2026
お知らせ • May 07Dunelm Group plc Appoints Katharine Poulter as Non-Executive Director and Member of the Audit and Risk, Remuneration and Nomination CommitteesDunelm announced the appointment of Katharine Poulter as Non-Executive Director with immediate effect. Katharine will be a member of the Audit and Risk, Remuneration and Nomination committees. Katharine has a strong retail background and a broad, transferable skillset, developed through significant experience in large and entrepreneurial consumer-facing businesses. She is currently the Chief Commercial Officer at McCarthy Stone, the developer and manager of retirement communities, where she is responsible for driving the company's commercial strategy. Prior to this, she was the Chief Commercial Officer at Indigo Books & Music Inc., Canada's largest book retailer. Katharine started her career in retail at Marks and Spencer Group Plc and has held senior roles at Laura Ashley, Hobbycraft, Wilko and Dobbies Garden Centre, amongst others.
分析記事 • May 02What Dunelm Group plc's (LON:DNLM) 27% Share Price Gain Is Not Telling YouDunelm Group plc ( LON:DNLM ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£10.74, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£8.74 per share.
Buy Or Sell Opportunity • Apr 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to UK£10.74. The fair value is estimated to be UK£8.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
お知らせ • Apr 17Dunelm Group plc Provides Earnings Guidance for the Full Year 2025Dunelm Group plc provided earnings guidance for the full year 2025. For the year, PBT expected to be in line with consensus.
Upcoming Dividend • Mar 06Upcoming dividend of UK£0.52 per shareEligible shareholders must have bought the stock before 13 March 2025. Payment date: 08 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of British dividend payers (5.9%). Higher than average of industry peers (4.2%).
分析記事 • Feb 28Dunelm Group's (LON:DNLM) Upcoming Dividend Will Be Larger Than Last Year'sDunelm Group plc ( LON:DNLM ) will increase its dividend on the 8th of April to £0.515, which is 1.0% higher than last...
新しいナラティブ • Feb 17Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector.
分析記事 • Feb 14Dunelm Group (LON:DNLM) Will Pay A Larger Dividend Than Last Year At £0.515The board of Dunelm Group plc ( LON:DNLM ) has announced that it will be increasing its dividend by 1.0% on the 8th of...
Declared Dividend • Feb 13First half dividend increased to UK£0.52Dividend of UK£0.52 is 1.0% higher than last year. Ex-date: 13th March 2025 Payment date: 8th April 2025 Dividend yield will be 7.9%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Nick Wilkinson to Retire as Chief Executive Officer of Dunelm Group plcDunelm Group plc announced that Nick Wilkinson, Chief Executive Officer of Dunelm, has informed the Board of his intention to retire from Dunelm and full-time executive life, following seven years in the role. The Board will commence a formal and thorough recruitment process for Nick's successor, considering both internal and external candidates, and will provide an update in due course. Nick will remain in role until a successor is appointed, continuing to drive business performance and ensuring a smooth and orderly transition, supported by his Executive team.
Reported Earnings • Feb 12First half 2025 earnings released: EPS: UK£0.45 (vs UK£0.45 in 1H 2024)First half 2025 results: EPS: UK£0.45 (up from UK£0.45 in 1H 2024). Revenue: UK£893.7m (up 2.4% from 1H 2024). Net income: UK£91.6m (up 1.0% from 1H 2024). Profit margin: 10% (in line with 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 11+ 1 more updateDunelm Group plc Declares A Special Dividend for the Period Ending 28 June 2025, Payable on 8 April 2025Dunelm Group plc announced the board has declared a special dividend of 35 pence per Ordinary Share for the period ending 28 June 2025 which equates to £70.8 million . These dividends will be paid on 8 April 2025 to shareholders on the register at the close of business on 14 March 2025.
分析記事 • Jan 19Dunelm Group plc's (LON:DNLM) Low P/E No Reason For ExcitementWhen close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...
分析記事 • Dec 14Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 28% Undervaluation?Key Insights The projected fair value for Dunelm Group is UK£15.49 based on 2 Stage Free Cash Flow to Equity Dunelm...
お知らせ • Nov 20Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited.Dunelm Group plc (LSE:DNLM) acquired Homefocus Group Limited on November 20, 2024. Dunelm Group plc (LSE:DNLM) completed the acquisition of Homefocus Group Limited on November 20, 2024.
分析記事 • Nov 15Shareholders May Be A Bit More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For NowKey Insights Dunelm Group's Annual General Meeting to take place on 21st of November CEO Nick Wilkinson's total...
Recent Insider Transactions Derivative • Nov 04CEO & Executive Director exercised options and sold UK£328k worth of stockOn the 29th of October, Nicholas Wilkinson exercised options to acquire 28k shares at no cost and sold these for an average price of UK£11.61 per share. This trade did not impact their existing holding. For the year to June 2018, Nicholas' total compensation was 37% salary and 63% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Nicholas' direct individual holding has increased from 428.94k shares to 438.88k. Company insiders have collectively sold UK£343k more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Oct 24Upcoming dividend of UK£0.28 per shareEligible shareholders must have bought the stock before 31 October 2024. Payment date: 26 November 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of British dividend payers (5.7%). Higher than average of industry peers (3.1%).
Reported Earnings • Oct 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year.
分析記事 • Oct 11Dunelm Group (LON:DNLM) Is Due To Pay A Dividend Of £0.275The board of Dunelm Group plc ( LON:DNLM ) has announced that it will pay a dividend of £0.275 per share on the 26th of...
お知らせ • Oct 11+ 1 more updateDunelm Group plc to Report Q2, 2025 Results on Feb 11, 2025Dunelm Group plc announced that they will report Q2, 2025 results on Feb 11, 2025
Buy Or Sell Opportunity • Sep 20Now 22% undervaluedOver the last 90 days, the stock has risen 13% to UK£12.12. The fair value is estimated to be UK£15.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
分析記事 • Sep 20Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Dunelm Group plc ( LON:DNLM ) despite the...
分析記事 • Sep 14Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.275Dunelm Group plc ( LON:DNLM ) will pay a dividend of £0.275 on the 26th of November. This takes the dividend yield to...
Reported Earnings • Sep 13Full year 2024 earnings released: EPS: UK£0.75 (vs UK£0.75 in FY 2023)Full year 2024 results: EPS: UK£0.75 (down from UK£0.75 in FY 2023). Revenue: UK£1.71b (up 4.1% from FY 2023). Net income: UK£151.2m (flat on FY 2023). Profit margin: 8.9% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Aug 13At UK£11.78, Is Dunelm Group plc (LON:DNLM) Worth Looking At Closely?Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw a decent share price growth of 17% on the LSE...
お知らせ • Jul 12Dunelm Group plc Announces Board and Committee ChangesDunelm Group plc announced resignation of William Reeve, Senior Independent Director of the Company and Chair of the Remuneration Committee and following changes to the Board's Committees have been approved by the Board. Ian Bull will succeed William Reeve as Senior Independent Director while retaining from his role as Chair of the Audit and Risk Committee and Ajay Kavan will succeed William Reeve as Chair of the Remuneration Committee, in each case with effect from the end of the 2024 AGM, so as to enable a smooth transition and handover.
お知らせ • Jun 08Dunelm Group plc Announces Resignation of Arja Taaveniku as Independent Non-Executive DirectorDunelm Group plc announced that Arja Taaveniku, an independent Non-Executive Director of the Company, has informed the Board of her decision to step down as a Director at the end of 2024. This follows her acceptance of a full-time position as CEO of Home Centre, a home furnishings company in the Middle East.
分析記事 • Jun 08Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 24% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£14.20 Dunelm Group's...
分析記事 • Apr 19Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • Apr 16Dunelm Group plc Appoints Marion Sears as Non-Executive Director, with Effect from 24 April 2024Dunelm Group plc announced that Marion Sears, non-executive director of the Company, has been appointed as a non-executive director and a member of the audit and risk, management engagement and nomination committees of Schroder Asia Total Return Investment Trust plc, with effect from 24 April 2024.
Board Change • Apr 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ajay Kavan was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Mar 29We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Mar 12Dunelm Group plc Announces Directorate ChangesDunelm Group plc announced that Kelly Devine will be stepping down from her role as a Non-Executive Director of the Company on 5 July 2024. This follows her acceptance of a full-time position with the Company as Customer Director. Kelly will join Dunelm's Executive Team, reporting directly to Nick Wilkinson, CEO. Since 2020 Kelly has been President, UK & Ireland, for Mastercard. In this role she has led substantial growth across the network, with a particular focus on evolving and broadening the customer offer, expanding customer relationships and building the brand. Kelly will be considered non-independent with immediate effect and has stepped down as a member of the Company's audit and risk, nominations and remuneration committees.
Upcoming Dividend • Mar 07Upcoming dividend of UK£0.51 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 09 April 2024. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 6.7%. Within top quartile of British dividend payers (6.3%). Higher than average of industry peers (3.6%).
分析記事 • Feb 22We Like Dunelm Group's (LON:DNLM) Earnings For More Than Just Statutory ProfitDunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Declared Dividend • Feb 16First half dividend of UK£0.51 announcedShareholders will receive a dividend of UK£0.51. Ex-date: 14th March 2024 Payment date: 9th April 2024 Dividend yield will be 7.2%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (58% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 15+ 1 more updateDunelm Group plc Declares Special Dividend for the Period Ending 29 June 2024, Payable on 9 April 2024Dunelm Group plc announced the board has declared a £70.7 million special dividend of 35 pence per share for the period ending 29 June 2024. The special dividend will be paid on 9 April 2024 to shareholders on the register at the close of business on 14 March 2024.
Reported Earnings • Feb 15First half 2024 earnings released: EPS: UK£0.45 (vs UK£0.46 in 1H 2023)First half 2024 results: EPS: UK£0.45 (down from UK£0.46 in 1H 2023). Revenue: UK£872.5m (up 4.5% from 1H 2023). Net income: UK£90.7m (down 2.5% from 1H 2023). Profit margin: 10% (in line with 1H 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% 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 08Dunelm Group plc Announces Directorate Appointments, Effective 1 March 2024Dunelm announced the appointment of Ajay Kavan and Daniel Taylor as Non-Executive Directors with effect from 1 March 2024. Both Ajay and Dan will be members of the Audit and Risk, Remuneration and Nominations committees. Ajay is a senior advisor to the global investment firm, KKR, and a member of the advisory panel to Piper Private Equity. He serves in a non-executive capacity on the board of Rohlik Group, a European technology leader in e-grocery and an Index Ventures-backed unicorn, and he is Vice Chair at the Prince of Wales' charity, In Kind Direct. Ajay brings extensive retail experience having been CEO of Matches Fashion from 2020 to 2021 and an Amazon Vice President from 2011 to 2020, where he scaled multiple categories and held global roles including launching Amazon Fresh in Europe/Asia. Prior to this, he held executive roles at Kingfisher and Home Retail Group. Dan has very strong experience in digital, consumer-facing brands. He is currently the Chief Executive Officer - Flutter International, at global betting and gaming company Flutter Entertainment plc, where he is responsible for all of the Group's international brands, a role he has held since 2020. Prior to this, he was the Chief Executive Officer of PaddyPowerBetfair, where he has also held the roles of MD, UK & Ireland and MD, Retail. Dan has also held roles as Managing Director of Teletext Holidays and Director of Strategy and Commercial Development at DMG Media.
分析記事 • Jan 29Is It Time To Consider Buying Dunelm Group plc (LON:DNLM)?While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a double-digit share price...
お知らせ • Jan 11Dunelm Group plc Announces Resignation of Peter Ruis from His Role as A Non-Executive DirectorDunelm Group plc announced that on 10 January 2024 Peter Ruis resigned from his role as a Non-Executive Director of the Company with immediate effect. This follows his acceptance of a full-time executive position at another UK retailer.
分析記事 • Jan 07A Look At The Fair Value Of Dunelm Group plc (LON:DNLM)Key Insights The projected fair value for Dunelm Group is UK£11.68 based on 2 Stage Free Cash Flow to Equity With...
Recent Insider Transactions Derivative • Dec 08CEO & Executive Director exercised options and sold UK£438k worth of stockOn the 5th of December, Nicholas Wilkinson exercised options to acquire 42k shares at no cost and sold these for an average price of UK£10.49 per share. This trade did not impact their existing holding. For the year to June 2018, Nicholas' total compensation was 29% salary and 71% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Nicholas' direct individual holding has increased from 371.33k shares to 382.17k. Company insiders have collectively sold UK£230k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 28We Like Dunelm Group's (LON:DNLM) Returns And Here's How They're TrendingTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Buying Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£13.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 11% in 2 years. Earnings is forecast to grow by 6.8% in the next 2 years.
分析記事 • Nov 10Shareholders May Be More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For NowKey Insights Dunelm Group's Annual General Meeting to take place on 16th of November Total pay for CEO Nick Wilkinson...
分析記事 • Oct 26Does Dunelm Group (LON:DNLM) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 20Dunelm Group plc, Annual General Meeting, Nov 16, 2023Dunelm Group plc, Annual General Meeting, Nov 16, 2023, at 11:30 Coordinated Universal Time. Location: Stoke 2 Distribution Centre White Rock Road, Prologis Park Stoke- On-Trent United Kingdom
Upcoming Dividend • Oct 19Upcoming dividend of UK£0.27 per share at 8.0% yieldEligible shareholders must have bought the stock before 26 October 2023. Payment date: 20 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of British dividend payers (6.6%). Higher than average of industry peers (3.4%).
分析記事 • Oct 11Is Dunelm Group plc (LON:DNLM) Potentially Undervalued?Dunelm Group plc ( LON:DNLM ), is not the largest company out there, but it received a lot of attention from a...
Buying Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.0%. The fair value is estimated to be UK£12.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is also forecast to grow by 5.1% per annum over the same time period.
Reported Earnings • Sep 20Full year 2023 earnings released: EPS: UK£0.75 (vs UK£0.84 in FY 2022)Full year 2023 results: EPS: UK£0.75 (down from UK£0.84 in FY 2022). Revenue: UK£1.64b (up 3.6% from FY 2022). Net income: UK£151.9m (down 11% from FY 2022). Profit margin: 9.3% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% 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 • Sep 20Dunelm Group plc Proposes Final Ordinary Dividend, Payable on 20 November 2023The Board of Dunelm Group plc proposed a final ordinary dividend of 27 pence per share, recognising its strong performance in the year and its ongoing confidence in the business. This takes the full year ordinary dividend to 42 pence per share, 5% ahead of the 40 pence per share paid in fiscal year 2022, with dividend cover of 1.8×, which is within the range of its stated policy. The final dividend will be paid on 20 November 2023 to shareholders on the register on 27 October 2023, subject to it being approved by shareholders at the AGM.
お知らせ • Sep 12Dunelm Group plc to Report First Half, 2024 Results on Feb 14, 2024Dunelm Group plc announced that they will report first half, 2024 results on Feb 14, 2024
