View ValuationIrish Continental Group 将来の成長Future 基準チェック /06 Irish Continental Groupは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Shipping 収益成長0%収益成長率4.5%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日27 Jul 2026今後の成長に関する最新情報Price Target Changed • Dec 01Price target increased by 9.3% to €7.65Up from €7.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of €5.74. Stock is up 4.0% over the past year. The company posted earnings per share of €0.36 last year.Price Target Changed • Apr 27Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €3.65. Stock is down 22% over the past year. The company posted a net loss per share of €0.026 last year.Price Target Changed • Sep 15Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.Price Target Changed • Sep 14Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.Price Target Changed • Sep 12Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.64. Stock is up 40% over the past year.Price Target Changed • Sep 08Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.67. Stock is up 44% over the past year.すべての更新を表示Recent updatesNew Risk • Jul 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Irish stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks High level of debt (47% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €7.90, the stock trades at a trailing P/E ratio of 15.6x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 78% over the past three years.お知らせ • Jul 26Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman proposed to acquire 76.30% stake in Irish Continental Group plc (LSE:ICGC) in a management buyout transaction for approximately €900 million.Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman proposed to acquire 76.30% stake in Irish Continental Group plc (LSE:ICGC) in a management buyout transaction for approximately €900 million on July 24, 2026. As part of consideration €8 per share is being paid by the acquirers for cash consideration €906.24 million. The transaction will be financed through senior debt of €798 million provided by BNP Paribas SA and Banco Santander, S.A. and sub debt / mezzanine debt of €455 million. Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman hold in aggregate approximately 23.7% of ICG Shares as at the close of business on the Latest Practicable Date. The transaction is subject to subject to court approval, approval by regulatory board / committee and approval of offer by target shareholders. The Board of Directors of Irish Continental Group plc formed a special committee for the transaction. The expected completion of the transaction is October 1, 2026 to December 31, 2026. The Independent ICG Board unanimously recommends that ICG Shareholders vote in favour of the Scheme. Basil Geoghegan, Ronan Crotty and Henry Lebus of PJT Partners Limited acted as financial advisor and fairness opinion provider for Irish Continental Group plc. A&L Goodbody LLP acted as legal advisor for Irish Continental Group plc. Gerry O’Sullivan of Q4 Public Relations acted as Public Relations Adviser to Irish Continental Group plc. Finbarr Griffin, Stephen Kane, William Hall and Shane Connor of Goodbody Stockbrokers UC acted as financial advisor for Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Arthur Cox LLP is acting as legal adviser for Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as financing counsel to Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Latham & Watkins LLP is acting as legal adviser to the lending banks.New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.6% average weekly change).Upcoming Dividend • May 07Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Irish dividend payers (4.8%). Lower than average of industry peers (3.9%).お知らせ • Apr 08Irish Continental Group plc, Annual General Meeting, May 07, 2026Irish Continental Group plc, Annual General Meeting, May 07, 2026. Location: the gibson hotel, the point village, east wall road, d01 x2p2, dublin IrelandReported Earnings • Apr 07Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.Declared Dividend • Mar 08Final dividend increased to €0.11Dividend of €0.11 is 5.0% higher than last year. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.お知らせ • Mar 06Irish Continental Group plc Proposes Final Cash Dividend for the Year 2025, Payable on 05 June 2026The Directors of Irish Continental Group plc are proposing a final dividend in respect of 2025 of 10.95 cent per share subject to shareholder approval at the AGM on 07 May 2026, which will be paid on 05 June 2026 to shareholders on the register at close of business on 15 May 2026.Price Target Changed • Dec 01Price target increased by 9.3% to €7.65Up from €7.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of €5.74. Stock is up 4.0% over the past year. The company posted earnings per share of €0.36 last year.Recent Insider Transactions • Nov 28Group CFO & Executive Director recently sold €226k worth of stockOn the 21st of November, David Ledwidge sold around 40k shares on-market at roughly €5.70 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €259k.New Risk • Nov 27New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €46k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€46k sold).お知らせ • Nov 16Irish Continental Group plc Management Changes, Effective November 14, 2025Irish Continental Group plc announced the retirement of Thomas Corcoran as Company Secretary with effect from November 14, 2025. Thomas joined Irish Continental Group plc in 1989 and has served in a variety of financial roles and as Company Secretary since 2001. The Board of Irish Continental Group plc also announces the appointment of Mr. Brian Holland as Company Secretary effective from November 14, 2025. Brian’s previous position in the Group was Finance Director of Irish Continental Group plc’s Ferries Division having joined Irish Continental Group plc in 2019 from industry. Brian qualified as a Chartered Accountant with international professional services firm PWC.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Eimear Moloney was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Aug 31First half dividend increased to €0.054Dividend of €0.054 is 5.1% higher than last year. Ex-date: 11th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 28First half 2025 earnings released: EPS: €0.12 (vs €0.083 in 1H 2024)First half 2025 results: EPS: €0.12 (up from €0.083 in 1H 2024). Revenue: €309.9m (up 8.5% from 1H 2024). Net income: €19.3m (up 41% from 1H 2024). Profit margin: 6.2% (up from 4.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 28Irish Continental Group plc Declares an Interim Dividend, Payable on 3 October 2025Irish Continental Group plc have declared an interim dividend of 5.37 cent per share (2024: 5.11 cent) payable on 3 October 2025 to shareholders on the register on 12 September 2025. The estimated amount payable will be €8.7 million.Upcoming Dividend • May 08Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Irish dividend payers (5.2%). Lower than average of industry peers (7.8%).Reported Earnings • Apr 09Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.36. Revenue: €603.8m (up 5.6% from FY 2023). Net income: €59.9m (down 2.8% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.Declared Dividend • Mar 06Dividend increased to €0.10Dividend of €0.10 is 5.0% higher than last year. Ex-date: 15th May 2025 Payment date: 6th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 04Third quarter 2024 earnings released: EPS: €0.14 (vs €0.14 in 3Q 2023)Third quarter 2024 results: EPS: €0.14 (down from €0.14 in 3Q 2023). Revenue: €159.2m (up 3.3% from 3Q 2023). Net income: €23.1m (down 5.1% from 3Q 2023). Profit margin: 14% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Irish Continental Group plc, Annual General Meeting, May 08, 2025Irish Continental Group plc, Annual General Meeting, May 08, 2025.お知らせ • Mar 03Irish Continental Group plc Proposes A Final Dividend for the Year 2024The Board of Irish Continental Group plc is proposing a final dividend of 10.43 cent per ordinary share for the Year 2024, amounting to €17.2 million out of the distributable reserves of the Company.Buy Or Sell Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to €5.16. The fair value is estimated to be €6.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • Sep 02First half 2024 earnings released: EPS: €0.083 (vs €0.075 in 1H 2023)First half 2024 results: EPS: €0.083 (up from €0.075 in 1H 2023). Revenue: €285.5m (up 8.1% from 1H 2023). Net income: €13.7m (up 6.2% from 1H 2023). Profit margin: 4.8% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Declared Dividend • Sep 01Final dividend increased to €0.051Dividend of €0.051 is 4.9% higher than last year. Ex-date: 12th September 2024 Payment date: 4th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 29Irish Continental Group plc Declares Interim Dividend, Payable on 4 October 2024Irish Continental Group plc has declared an interim dividend of 5.11 cent per share (2023: 4.87 cent) payable on 4 October 2024 to shareholders on the register on 13 September 2024. The estimated amount payable will be €8.4 million.New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (3.8% average weekly change).Buy Or Sell Opportunity • Jul 10Now 21% undervaluedOver the last 90 days, the stock has risen 7.8% to €5.50. The fair value is estimated to be €7.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • May 09Upcoming dividend of €0.099 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Irish dividend payers (5.2%). Lower than average of industry peers (6.0%).Reported Earnings • Mar 10Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €572.0m (down 2.2% from FY 2022). Net income: €61.6m (up 3.0% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 10Final dividend of €0.099 announcedShareholders will receive a dividend of €0.099. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Mar 08Irish Continental Group plc Proposes Final DividendThe Board of Irish Continental Group plc is proposing a final dividend of 9.93 cent per ordinary share amounting to €16.4 million out of the distributable reserves of the company.Recent Insider Transactions • Nov 24Insider recently sold €113k worth of stockOn the 17th of November, Thomas Corcoran sold around 25k shares on-market at roughly €4.50 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €324k more than they bought in the last 12 months.Upcoming Dividend • Sep 07Upcoming dividend of €0.049 per share at 4.1% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Irish dividend payers (4.8%). Lower than average of industry peers (17%).Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.075 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.075 (down from €0.08 in 1H 2022). Revenue: €264.0m (flat on 1H 2022). Net income: €12.9m (down 11% from 1H 2022). Profit margin: 4.9% (down from 5.5% in 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 6.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 11Upcoming dividend of €0.095 per share at 4.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Irish dividend payers (4.4%). Lower than average of industry peers (17%).Reported Earnings • Mar 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €0.34 (up from €0.026 loss in FY 2021). Revenue: €584.9m (up 75% from FY 2021). Net income: €59.8m (up €64.7m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Dec 20Group CFO & Executive Director recently sold €114k worth of stockOn the 14th of December, David Ledwidge sold around 27k shares on-market at roughly €4.18 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €39k.Upcoming Dividend • Sep 08Upcoming dividend of €0.046 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 07 October 2022. Trailing yield: 2.3%. Lower than top quartile of Irish dividend payers (4.2%). Lower than average of industry peers (12%).Reported Earnings • Aug 25First half 2022 earnings released: EPS: €0 (vs €0.068 loss in 1H 2021)First half 2022 results: EPS: €0 (up from €0.068 loss in 1H 2021). Revenue: €263.1m (up 86% from 1H 2021). Net income: €14.5m (up €27.2m from 1H 2021). Profit margin: 5.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 14% while the Shipping industry in Ireland is not expected to grow.Upcoming Dividend • Jun 02Upcoming dividend of €0.09 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 07 July 2022. Trailing yield: 2.2%. Lower than top quartile of Irish dividend payers (3.8%). Lower than average of industry peers (8.9%).Price Target Changed • Apr 27Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €3.65. Stock is down 22% over the past year. The company posted a net loss per share of €0.026 last year.Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: €0.026 loss per share (up from €0.10 loss in FY 2020). Revenue: €334.5m (up 21% from FY 2020). Net loss: €4.90m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Over the next year, revenue is forecast to grow 32%, compared to a 18% growth forecast for the industry in Ireland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Feb 06Group CFO & Executive Director recently bought €75k worth of stockOn the 4th of February, David Ledwidge bought around 17k shares on-market at roughly €4.36 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Price Target Changed • Sep 15Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.Price Target Changed • Sep 14Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.Price Target Changed • Sep 12Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.64. Stock is up 40% over the past year.Price Target Changed • Sep 08Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.67. Stock is up 44% over the past year.Price Target Changed • Sep 07Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €4.70. Stock is up 45% over the past year.業績と収益の成長予測ISE:IR5B - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027729N/A119160212/31/2026705N/A40157212/31/20256677548150N/A9/30/20256477039141N/A6/30/20256286630132N/A3/31/20256166366132N/A12/31/202460460102132N/A9/30/20245996192126N/A6/30/20245946281121N/A3/31/20245836279125N/A12/31/20235726277129N/A9/30/20235796080128N/A6/30/20235865883127N/A3/31/20235855967126N/A12/31/20225856051126N/A9/30/20225204133119N/A6/30/20224562216112N/A3/31/20223959985N/A12/31/2021335-5358N/A9/30/2021311-121053N/A6/30/2021288-201848N/A3/31/2021283-201747N/A12/31/2020277-191646N/A9/30/202029931349N/A6/30/2020321241053N/A3/31/2020339422069N/A12/31/2019357603185N/A9/30/201934957N/A73N/A6/30/201934053N/A60N/A3/31/201933555N/A61N/A12/31/201833058N/A62N/A9/30/201833364N/A66N/A6/30/201833669N/A71N/A3/31/201833676N/A72N/A12/31/201733583N/A72N/A9/30/201733383N/A73N/A6/30/201733183N/A75N/A3/31/201732871N/A78N/A12/31/201632559N/A82N/A9/30/201632759N/A80N/A6/30/201632858N/A78N/A3/31/201632456N/A73N/A12/31/201532154N/A68N/A9/30/201531261N/A66N/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: IR5Bの予測収益成長が 貯蓄率 ( 2.3% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: IR5Bの収益がIrish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: IR5Bの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: IR5Bの収益 ( 4.5% ) Irish市場 ( 5.6% ) よりも低い成長が予測されています。高い収益成長: IR5Bの収益 ( 4.5% ) 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: IR5Bの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 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2026/08/05 14:59終値2026/08/05 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Irish Continental Group plc 2 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。3 アナリスト機関Stephen FurlongDavyDudley ShanleyGoodbody StockbrokersGerard MooreInvestec Bank plc (UK)
Price Target Changed • Dec 01Price target increased by 9.3% to €7.65Up from €7.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of €5.74. Stock is up 4.0% over the past year. The company posted earnings per share of €0.36 last year.
Price Target Changed • Apr 27Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €3.65. Stock is down 22% over the past year. The company posted a net loss per share of €0.026 last year.
Price Target Changed • Sep 15Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.
Price Target Changed • Sep 14Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.
Price Target Changed • Sep 12Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.64. Stock is up 40% over the past year.
Price Target Changed • Sep 08Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.67. Stock is up 44% over the past year.
New Risk • Jul 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Irish stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks High level of debt (47% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €7.90, the stock trades at a trailing P/E ratio of 15.6x. Average forward P/E is 9x in the Shipping industry in Europe. Total returns to shareholders of 78% over the past three years.
お知らせ • Jul 26Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman proposed to acquire 76.30% stake in Irish Continental Group plc (LSE:ICGC) in a management buyout transaction for approximately €900 million.Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman proposed to acquire 76.30% stake in Irish Continental Group plc (LSE:ICGC) in a management buyout transaction for approximately €900 million on July 24, 2026. As part of consideration €8 per share is being paid by the acquirers for cash consideration €906.24 million. The transaction will be financed through senior debt of €798 million provided by BNP Paribas SA and Banco Santander, S.A. and sub debt / mezzanine debt of €455 million. Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman hold in aggregate approximately 23.7% of ICG Shares as at the close of business on the Latest Practicable Date. The transaction is subject to subject to court approval, approval by regulatory board / committee and approval of offer by target shareholders. The Board of Directors of Irish Continental Group plc formed a special committee for the transaction. The expected completion of the transaction is October 1, 2026 to December 31, 2026. The Independent ICG Board unanimously recommends that ICG Shareholders vote in favour of the Scheme. Basil Geoghegan, Ronan Crotty and Henry Lebus of PJT Partners Limited acted as financial advisor and fairness opinion provider for Irish Continental Group plc. A&L Goodbody LLP acted as legal advisor for Irish Continental Group plc. Gerry O’Sullivan of Q4 Public Relations acted as Public Relations Adviser to Irish Continental Group plc. Finbarr Griffin, Stephen Kane, William Hall and Shane Connor of Goodbody Stockbrokers UC acted as financial advisor for Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Arthur Cox LLP is acting as legal adviser for Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Paul, Weiss, Rifkind, Wharton & Garrison LLP is acting as financing counsel to Eamonn Rothwell, David Ledwidge, Andrew Sheen and Declan Freeman. Latham & Watkins LLP is acting as legal adviser to the lending banks.
New Risk • Jun 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 4.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (4.6% average weekly change).
Upcoming Dividend • May 07Upcoming dividend of €0.11 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Irish dividend payers (4.8%). Lower than average of industry peers (3.9%).
お知らせ • Apr 08Irish Continental Group plc, Annual General Meeting, May 07, 2026Irish Continental Group plc, Annual General Meeting, May 07, 2026. Location: the gibson hotel, the point village, east wall road, d01 x2p2, dublin Ireland
Reported Earnings • Apr 07Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
Declared Dividend • Mar 08Final dividend increased to €0.11Dividend of €0.11 is 5.0% higher than last year. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Mar 06Irish Continental Group plc Proposes Final Cash Dividend for the Year 2025, Payable on 05 June 2026The Directors of Irish Continental Group plc are proposing a final dividend in respect of 2025 of 10.95 cent per share subject to shareholder approval at the AGM on 07 May 2026, which will be paid on 05 June 2026 to shareholders on the register at close of business on 15 May 2026.
Price Target Changed • Dec 01Price target increased by 9.3% to €7.65Up from €7.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of €5.74. Stock is up 4.0% over the past year. The company posted earnings per share of €0.36 last year.
Recent Insider Transactions • Nov 28Group CFO & Executive Director recently sold €226k worth of stockOn the 21st of November, David Ledwidge sold around 40k shares on-market at roughly €5.70 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €259k.
New Risk • Nov 27New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €46k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€46k sold).
お知らせ • Nov 16Irish Continental Group plc Management Changes, Effective November 14, 2025Irish Continental Group plc announced the retirement of Thomas Corcoran as Company Secretary with effect from November 14, 2025. Thomas joined Irish Continental Group plc in 1989 and has served in a variety of financial roles and as Company Secretary since 2001. The Board of Irish Continental Group plc also announces the appointment of Mr. Brian Holland as Company Secretary effective from November 14, 2025. Brian’s previous position in the Group was Finance Director of Irish Continental Group plc’s Ferries Division having joined Irish Continental Group plc in 2019 from industry. Brian qualified as a Chartered Accountant with international professional services firm PWC.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Eimear Moloney was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Aug 31First half dividend increased to €0.054Dividend of €0.054 is 5.1% higher than last year. Ex-date: 11th September 2025 Payment date: 3rd October 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 28First half 2025 earnings released: EPS: €0.12 (vs €0.083 in 1H 2024)First half 2025 results: EPS: €0.12 (up from €0.083 in 1H 2024). Revenue: €309.9m (up 8.5% from 1H 2024). Net income: €19.3m (up 41% from 1H 2024). Profit margin: 6.2% (up from 4.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 28Irish Continental Group plc Declares an Interim Dividend, Payable on 3 October 2025Irish Continental Group plc have declared an interim dividend of 5.37 cent per share (2024: 5.11 cent) payable on 3 October 2025 to shareholders on the register on 12 September 2025. The estimated amount payable will be €8.7 million.
Upcoming Dividend • May 08Upcoming dividend of €0.10 per shareEligible shareholders must have bought the stock before 15 May 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Irish dividend payers (5.2%). Lower than average of industry peers (7.8%).
Reported Earnings • Apr 09Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: €0.36. Revenue: €603.8m (up 5.6% from FY 2023). Net income: €59.9m (down 2.8% from FY 2023). Profit margin: 9.9% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat.
Declared Dividend • Mar 06Dividend increased to €0.10Dividend of €0.10 is 5.0% higher than last year. Ex-date: 15th May 2025 Payment date: 6th June 2025 Dividend yield will be 2.9%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 04Third quarter 2024 earnings released: EPS: €0.14 (vs €0.14 in 3Q 2023)Third quarter 2024 results: EPS: €0.14 (down from €0.14 in 3Q 2023). Revenue: €159.2m (up 3.3% from 3Q 2023). Net income: €23.1m (down 5.1% from 3Q 2023). Profit margin: 14% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Irish Continental Group plc, Annual General Meeting, May 08, 2025Irish Continental Group plc, Annual General Meeting, May 08, 2025.
お知らせ • Mar 03Irish Continental Group plc Proposes A Final Dividend for the Year 2024The Board of Irish Continental Group plc is proposing a final dividend of 10.43 cent per ordinary share for the Year 2024, amounting to €17.2 million out of the distributable reserves of the Company.
Buy Or Sell Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.4% to €5.16. The fair value is estimated to be €6.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • Sep 02First half 2024 earnings released: EPS: €0.083 (vs €0.075 in 1H 2023)First half 2024 results: EPS: €0.083 (up from €0.075 in 1H 2023). Revenue: €285.5m (up 8.1% from 1H 2023). Net income: €13.7m (up 6.2% from 1H 2023). Profit margin: 4.8% (down from 4.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Sep 01Final dividend increased to €0.051Dividend of €0.051 is 4.9% higher than last year. Ex-date: 12th September 2024 Payment date: 4th October 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 29Irish Continental Group plc Declares Interim Dividend, Payable on 4 October 2024Irish Continental Group plc has declared an interim dividend of 5.11 cent per share (2023: 4.87 cent) payable on 4 October 2024 to shareholders on the register on 13 September 2024. The estimated amount payable will be €8.4 million.
New Risk • Aug 11New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Irish stocks, typically moving 3.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (3.8% average weekly change).
Buy Or Sell Opportunity • Jul 10Now 21% undervaluedOver the last 90 days, the stock has risen 7.8% to €5.50. The fair value is estimated to be €7.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • May 09Upcoming dividend of €0.099 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Irish dividend payers (5.2%). Lower than average of industry peers (6.0%).
Reported Earnings • Mar 10Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.36 (up from €0.34 in FY 2022). Revenue: €572.0m (down 2.2% from FY 2022). Net income: €61.6m (up 3.0% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 2.3%. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 10Final dividend of €0.099 announcedShareholders will receive a dividend of €0.099. Ex-date: 16th May 2024 Payment date: 7th June 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 4.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 08Irish Continental Group plc Proposes Final DividendThe Board of Irish Continental Group plc is proposing a final dividend of 9.93 cent per ordinary share amounting to €16.4 million out of the distributable reserves of the company.
Recent Insider Transactions • Nov 24Insider recently sold €113k worth of stockOn the 17th of November, Thomas Corcoran sold around 25k shares on-market at roughly €4.50 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €324k more than they bought in the last 12 months.
Upcoming Dividend • Sep 07Upcoming dividend of €0.049 per share at 4.1% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Irish dividend payers (4.8%). Lower than average of industry peers (17%).
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €0.075 (vs €0.08 in 1H 2022)First half 2023 results: EPS: €0.075 (down from €0.08 in 1H 2022). Revenue: €264.0m (flat on 1H 2022). Net income: €12.9m (down 11% from 1H 2022). Profit margin: 4.9% (down from 5.5% in 1H 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 6.4% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 11Upcoming dividend of €0.095 per share at 4.1% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 09 June 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of Irish dividend payers (4.4%). Lower than average of industry peers (17%).
Reported Earnings • Mar 10Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: €0.34 (up from €0.026 loss in FY 2021). Revenue: €584.9m (up 75% from FY 2021). Net income: €59.8m (up €64.7m from FY 2021). Profit margin: 10% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 1.4%. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 11% decline forecast for the Shipping industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Dec 20Group CFO & Executive Director recently sold €114k worth of stockOn the 14th of December, David Ledwidge sold around 27k shares on-market at roughly €4.18 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €39k.
Upcoming Dividend • Sep 08Upcoming dividend of €0.046 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 07 October 2022. Trailing yield: 2.3%. Lower than top quartile of Irish dividend payers (4.2%). Lower than average of industry peers (12%).
Reported Earnings • Aug 25First half 2022 earnings released: EPS: €0 (vs €0.068 loss in 1H 2021)First half 2022 results: EPS: €0 (up from €0.068 loss in 1H 2021). Revenue: €263.1m (up 86% from 1H 2021). Net income: €14.5m (up €27.2m from 1H 2021). Profit margin: 5.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 14% while the Shipping industry in Ireland is not expected to grow.
Upcoming Dividend • Jun 02Upcoming dividend of €0.09 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 07 July 2022. Trailing yield: 2.2%. Lower than top quartile of Irish dividend payers (3.8%). Lower than average of industry peers (8.9%).
Price Target Changed • Apr 27Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 72% above last closing price of €3.65. Stock is down 22% over the past year. The company posted a net loss per share of €0.026 last year.
Reported Earnings • Mar 11Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: €0.026 loss per share (up from €0.10 loss in FY 2020). Revenue: €334.5m (up 21% from FY 2020). Net loss: €4.90m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.3%. Over the next year, revenue is forecast to grow 32%, compared to a 18% growth forecast for the industry in Ireland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Feb 06Group CFO & Executive Director recently bought €75k worth of stockOn the 4th of February, David Ledwidge bought around 17k shares on-market at roughly €4.36 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Price Target Changed • Sep 15Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.
Price Target Changed • Sep 14Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 38% above last closing price of €4.55. Stock is up 33% over the past year.
Price Target Changed • Sep 12Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.64. Stock is up 40% over the past year.
Price Target Changed • Sep 08Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 35% above last closing price of €4.67. Stock is up 44% over the past year.
Price Target Changed • Sep 07Price target increased to €6.28Up from €5.20, the current price target is an average from 2 analysts. New target price is 34% above last closing price of €4.70. Stock is up 45% over the past year.