Taylor Wimpey (TWW) 주식 개요Taylor Wimpey plc는 영국과 스페인에서 주택 건설 회사로 운영되고 있습니다. 자세히 보기TWW 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장3/6과거 실적0/6재무 건전성6/6배당3/6강점공정 가치 추정치보다 낮은 61.9% 에서 거래수익은 매년 21.42% 증가할 것으로 예상됩니다.위험 분석9.35%의 배당금은 수익이나 자유현금흐름으로 잘 충당되지 않습니다.이익 마진 (2.6%)이 지난해 (6.5%)보다 낮습니다.재무 결과에 영향을 미치는 대규모 일회성 항목모든 위험 점검 보기TWW Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.9112.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue UK£4.7bEarnings UK£123.7mAdvancedSet Fair ValueView all narrativesTaylor Wimpey plc 경쟁사Hugo BossSymbol: XTRA:BOSSMarket cap: €2.5bEinhell GermanySymbol: XTRA:EINMarket cap: €815.3mIida Group HoldingsSymbol: TSE:3291Market cap: JP¥581.5bMeritage HomesSymbol: NYSE:MTHMarket cap: US$4.3b가격 이력 및 성과Taylor Wimpey 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가UK£0.9152주 최고가UK£1.4652주 최저가UK£0.88베타1.31개월 변동-5.31%3개월 변동-31.84%1년 변동-35.22%3년 변동-31.58%5년 변동-54.98%IPO 이후 변동-39.11%최근 뉴스 및 업데이트Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027공시 • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).공시 • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom공시 • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.공시 • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Index더 많은 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027공시 • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).공시 • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom공시 • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.공시 • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Index공시 • Jul 31+ 1 more updateTaylor Wimpey plc Revises Earnings Guidance for the Year 2025Taylor Wimpey plc revised earnings guidance for the year 2025. The company revised full year group operating profit guidance from GBP 444 million to approximately GBP 424 million, and this reflects the one-off nature of the charge.공시 • May 02Taylor Wimpey plc Reiterates Earnings Guidance for the Year 2025Taylor Wimpey plc reiterated earnings guidance for the year 2025. The company continues to expect 2025 Group operating profit to be in line with previous guidance. The company expects to deliver approximately 45% of full year volume in the first half, as previously guided.공시 • Mar 12+ 1 more updateTaylor Wimpey plc to Report Fiscal Year 2025 Results on Mar 04, 2026Taylor Wimpey plc announced that they will report fiscal year 2025 results on Mar 04, 2026공시 • Mar 02Taylor Wimpey plc Proposes Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on 9 May 2025Taylor Wimpey plc proposed final ordinary dividend for the year ended December 31, 2024. Subject to shareholder approval at the AGM scheduled for 30 April 2025, the 2024 final ordinary dividend of 4.66 pence per share will be paid on 9 May 2025 to shareholders on the register at the close of business on 28 March 2025 (2023 final dividend: 4.79 pence per share). In combination with the 2024 interim dividend of 4.80 pence per share this gives total ordinary dividends for the year of 9.46 pence per share (2023 ordinary dividend: 9.58 pence per share). The dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.공시 • Nov 22Taylor Wimpey plc Announces Board and Committee ChangesTaylor Wimpey plc announced that, after just over nine years as an independent Non Executive Director, Humphrey Singer will stand down from the Board with effect from 31 December 2024 at the end of his nine year term as a Non Executive Director. Prior to this, he will step down as the Company's Senior Independent Director and as a member of the Audit Committee on 1 December 2024. Lord Jitesh Gadhia, independent Non Executive Director, will succeed Humphrey as the Senior Independent Director. Following his appointment to the Board in March 2021, Jitesh has chaired the Board's Remuneration Committee since 26 April 2022 and also led the Company's search process for a new Chair in 2022. The Company is delighted to announce that Martyn Coffey will join the Board as an independent Non Executive Director with effect from 1 December 2024. Martyn will become a member of the Audit and Nomination and Governance Committees on appointment. Martyn brings a wealth of experience in the area of manufacturing for the building industry and of supply chains, having previously been the CEO of Marshalls Plc for over ten years and a Non Executive Director of Eurocell Plc for eight years. There are no other disclosures to be made under Listing Rule 6.4.8(1).Upcoming Dividend • Oct 03Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 15 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).Declared Dividend • Aug 02First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 10th October 2024 Payment date: 15th November 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.021 (vs UK£0.05 in 1H 2023)First half 2024 results: EPS: UK£0.021 (down from UK£0.05 in 1H 2023). Revenue: UK£1.52b (down 7.3% from 1H 2023). Net income: UK£73.0m (down 59% from 1H 2023). Profit margin: 4.8% (down from 11% in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.공시 • Jul 31+ 2 more updatesTaylor Wimpey plc Declares Interim Dividend for the First Half Ended June 30, 2024, Payable on 15 November 2024The board of directors of Taylor Wimpey plc has declared that a 2024 interim dividend of 4.80 pence per share for the first half ended June 30, 2024 (first half 2023: 4.79 pence per share) is to be paid on 15 November 2024 to shareholders on the register at the close of business on 11 October 2024.공시 • May 29Persimmon Reportedly Eyes CalaPersimmon Plc (LSE:PSN) is considering making a GBP-1-billion (USD 1.28 billion/EUR 1.18 billion) takeover offer for local rival Cala Group (CALA Group (Holdings) Limited), which is owned by insurance and financial services provider Legal & General Group Plc (LON:LGEN), Sky News reported citing sources. The deadline for submitting bids is allegedly this week. According to insiders, cited by the media, Persimmon stands a big chance of winning the auction for Cala, whose homes have a considerably higher average sale price compared to those of Persimmon. Other potential bidders include local homebuilders Taylor Wimpey plc (LSE:TW.) and Avant Homes, according to analysts quoted by the media.공시 • Apr 28+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 30, 2025Taylor Wimpey plc, Annual General Meeting, Apr 30, 2025.공시 • Apr 24Taylor Wimpey plc Announces Final Dividend, Payable on May 10, 2024Taylor Wimpey plc announced final dividend of 4.79p per share will be paid to shareholders on May 10, 2024 (2022 final dividend: 4.78 pence per share), meaning that will have returned a total 9.58p per share or GBP 339 million to shareholders via the 2023 dividend.Upcoming Dividend • Mar 21Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).Declared Dividend • Mar 01Final dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 28th March 2024 Payment date: 10th May 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (276% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Feb 29Taylor Wimpey plc Recommends Final Dividend for the Year Ended 31 December 2023, Payable on 10 May 2024The directors of Taylor Wimpey plc recommend a final dividend for the year ended 31 December 2023 of 4.79 pence per share (2022: 4.78 pence per share) subject to shareholder approval at the Annual General Meeting, with an equivalent final dividend charge of c.£169 million based on the number of shares in issue at the end of the year (2022: £168.8 million). The final dividend will be paid on 10 May 2024 to all shareholders registered at the close of business on 2 April 2024.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: UK£0.099 (vs UK£0.18 in FY 2022)Full year 2023 results: EPS: UK£0.099 (down from UK£0.18 in FY 2022). Revenue: UK£3.51b (down 21% from FY 2022). Net income: UK£349.0m (down 46% from FY 2022). Profit margin: 9.9% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jan 12Taylor Wimpey plc Revises Group Earnings Guidance for the Year Ended 31 December 2023Taylor Wimpey plc revised group earnings guidance for the year ended 31 December 2023. The company continue to expect full year group operating profit to be at the top end of its guidance range of £440 million to £470 million.공시 • Nov 09Taylor Wimpey plc Provides Earnings Guidance for the Year 2023Taylor Wimpey plc provided earnings guidance for the year 2023. The company continue to expect to deliver full-year 2023 UK volumes in the range of 10,000 to 10,500 homes, and due to focus on optimising price and sharp cost discipline, the company now expect Group operating profit to be at the top end of guidance range of £440 million to £470 million.Upcoming Dividend • Oct 05Upcoming dividend of UK£0.048 per share at 8.5% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.4%).공시 • Aug 04Taylor Wimpey plc Declares Interim Dividend for the Year 2023, Payable on November 17, 2023Taylor Wimpey plc's Board has declared that a 2023 interim dividend of 4.79 pence per share is to be paid on 17 November 2023 to shareholders on the register at the close of business on 13 October 2023.Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.05 (vs UK£0.072 in 1H 2022)First half 2023 results: EPS: UK£0.05 (down from UK£0.072 in 1H 2022). Revenue: UK£1.64b (down 21% from 1H 2022). Net income: UK£175.7m (down 33% from 1H 2022). Profit margin: 11% (down from 13% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Aug 03Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024.공시 • Jun 30+ 1 more updateTaylor Wimpey plc to Report First Half, 2024 Results on Jul 31, 2024Taylor Wimpey plc announced that they will report first half, 2024 results on Jul 31, 2024Upcoming Dividend • Mar 23Upcoming dividend of UK£0.048 per share at 8.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.1%).Recent Insider Transactions • Mar 06Senior Independent Director recently bought €284k worth of stockOn the 2nd of March, Robert Noel bought around 216k shares on-market at roughly €1.32 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €342k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.18 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.18 (up from UK£0.15 in FY 2021). Revenue: UK£4.42b (up 3.2% from FY 2021). Net income: UK£643.6m (up 16% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Jan 13Taylor Wimpey plc Provides Earnings Guidance for Third Quarter 2022, 2022 and 2023Taylor Wimpey plc provided earnings guidance for third quarter 2022, 2022, 2023. For the period, sales remain significantly below levels seen prior to the rise in mortgage rates in Third Quarter 2022.Company expect to report 2022 full year operating profit in line with expectations.For 2023 with a lower private order book than in recent years and company expect overall volumes to reduce in 2023.공시 • Dec 16Taylor Wimpey plc Announces Board Changes, Effective 27 April 2023Taylor Wimpey plc announced that Irene Dorner will be stepping down from her role as Chair of the Board, for personal family reasons, at the conclusion of the 2023 Annual General Meeting (AGM) on 27 April 2023. Irene will stay on the Board as a Non Executive Director following the conclusion of the AGM. She will be succeeded as Chair by Robert Noel, currently the Company's Senior Independent Director. His appointment follows a thorough search process which considered both internal and external candidates. Rob joined the Board as an independent Non Executive Director in October 2019 and subsequently became the Senior Independent Director in April 2020. He has over 30 years' experience in the property sector, including eight years as the CEO of Land Securities Group PLC. Rob is also Chair of Hammerson plc.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 06Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 9.6%. Within top quartile of German dividend payers (5.4%). Higher than average of industry peers (4.3%).Reported Earnings • Aug 04First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£235.8m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Aug 04+ 1 more updateTaylor Wimpey plc Declares 2022 Interim Dividend, Payable on 18 November 2022The Board of Taylor Wimpey plc has declared that a 2022 interim dividend of 4.62 pence per share is to be paid on 18 November 2022 to shareholders on the register at the close of business on 14 October 2022. The 2022 interim dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jul 08+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 27, 2023Taylor Wimpey plc, Annual General Meeting, Apr 27, 2023.Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 26Taylor Wimpey plc Provides Earnings Guidance for the Year 2022Taylor Wimpey plc provided earnings guidance for the year 2022. For the period, the company expects operating profit margin of 21-22%.공시 • May 20Taylor Wimpey Appoints Mark Castle and Clodagh Moriarty as Independent Non Executive Directors with Effect from 1 June 2022Taylor Wimpey plc announced that Mark Castle and Clodagh Moriarty will be appointed as Independent Non Executive Directors with effect from 1 June 2022. On her appointment to the Board, Clodagh will also become a member of the Nomination and Governance Committee.공시 • Apr 26Taylor Wimpey plc Recommends Final Dividend for 2021Taylor Wimpey plc intends to pay a 2021 final ordinary dividend of 4.44 pence per share on 13 May 2022 (2020 final dividend: 4.14 pence per share), subject to shareholder approval at AGM, and a 2022 interim dividend of c.4.44 pence per share in November, in line with Ordinary Dividend Policy to return c.7.5% of net assets annually, in two equal instalments.Upcoming Dividend • Mar 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.063 in FY 2020). Revenue: UK£4.28b (up 54% from FY 2020). Net income: UK£555.5m (up 156% from FY 2020). Profit margin: 13% (up from 7.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Feb 26Taylor Wimpey plc to Report First Half, 2022 Results on Aug 03, 2022Taylor Wimpey plc announced that they will report first half, 2022 results on Aug 03, 2022공시 • Feb 08Taylor Wimpey plc Appoints Jennie Daly as CEO, Effective 26 April 2022Following the announcement on 8 December 2021 that Pete Redfern will be stepping down as CEO of the company after more than 14 years of outstanding service in the role, the Board is delighted to announced that Jennie Daly has been appointed as CEO, effective from the conclusion of the Annual General Meeting on 26 April 2022. The appointment follows a thorough recruitment and selection process, led by the Nomination and Governance Committee of the Board, that considered a long list of industry and non-industry candidates, along with extensive consultation with shareholders. Jennie Daly is currently Group Operations Director of Taylor Wimpey and a member of the Board of Directors. In her current role, Jennie oversees Taylor Wimpey's land, planning, design, technical, sustainability, production and supply chain functions, as well as managing the Taylor Wimpey Logistics business. She has almost 30 years of experience in the housebuilding and land and planning industries, with excellent relationships across all stakeholders. Jennie joined Taylor Wimpey in 2014 from Redrow Plc where she was Managing Director of its Harrow Estates business and, prior to that, was Group Land Manager at Westbury Plc. Her early career was in local authority and council planning roles in Macclesfield and Blackpool. Jennie is also a Non Executive Director of the Peabody Trust and of the New Homes Quality Board Limited.공시 • Jan 31Taylor Wimpey plc Announces Executive ChangesTaylor Wimpey announces that Angela Knight and Gwyn Burr will be retiring from the Board of Directors on 26 April 2022 in light of upcoming changes to their commitments on other Boards. The Board also confirmed that Lord Jitesh Gadhia, who has been an Independent Non Executive Director since March 2021, will assume the role of Chair of the Remuneration Committee and Robert Noel, Senior Independent Director, will join the Remuneration Committee and take on the role of the Board's Employee Champion, following the conclusion of the AGM. Jitesh has extensive remuneration committee experience and serves as Chair of the Remuneration Committee of Compare The Market Limited.공시 • Dec 13Elliott Management Provides Information to the ShareholdersOn December 12, 2021, Elliott Management Corporation called for an external chief executive to be appointed to remedy its long-term underperformance and regain credibility with investors. Elliott said an experienced operator was now required to lead the company. Elliott’s interest in the Company has sparked a wave of speculation at senior levels in the housebuilding sector that Fairburn - who famously accepted a £75‰million bonus in 2018 and was later ousted over the fiasco - could be parachuted in to run the firm or take another board role. Such a move by Fairburn - dubbed Moneybags and condemned by shareholders - would, without doubt, be highly controversial. Elliott also called for 2 new independent directors with industry experience to be appointed. City sources speculated that Elliott's ultimate goal could be to force Taylor Wimpey s board to sell off parts of its lucrative land bank.공시 • Dec 12+ 1 more updateElliott Advisors Sends a Letter to Taylor WimpeyOn December 10, 2021, Elliott Advisors announced that the purpose of its letter is to share its perspectives on the opportunity at Taylor Wimpey. Elliott Advisors stated that it is making these perspectives public in light of news reports regarding its views on the Company, which have left current and prospective the Company shareholders with incomplete information. Elliott Advisors hopes that to foster a broad-based dialogue with market participants to form a consensus on the best path forward for the Company and its shareholders given the transition underway in the Company's executive leadership. In addition, to give the next CEO the best chances of success, it believes the Company's Board should be enhanced with the addition of at least 2 new independent directors and the formation of a new committee of the Board to advise on operations. Taylor Wimpey's Board currently lacks homebuilding experience - a critical deficit given that homebuilding is a specialized industry. Further, given that the Company's historical challenges and future opportunities are primarily operational in nature, it believes that the formation of an operations committee of the Board would help oversee management's initiatives to drive operational efficiencies.Upcoming Dividend • Sep 30Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.065 (vs UK£0.01 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.20b (up 191% from 1H 2020). Net income: UK£235.8m (up UK£267.3m from 1H 2020). Profit margin: 11% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Mar 27Full year 2020 earnings released: EPS UK£0.063 (vs UK£0.21 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 26Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 14 May 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.2%).Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 46%, compared to a 8.2% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Feb 16New 90-day high: €1.95The company is up 7.0% from its price of €1.82 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.36 per share.공시 • Dec 20Taylor Wimpey plc Announces Executive Appointment, Effective March 1, 2021Taylor Wimpey plc announced that Scilla Grimble and Lord Jitesh Gadhia will be appointed as Independent Non Executive Directors with effect from 1 March 2021. Scilla has over 15 years' executive experience in the corporate finance and retail sectors, having held senior roles at UBS, Tesco plc, Marks and Spencer plc and is currently the Chief Financial Officer at Moneysupermarket.com Group plc. Along with her significant financial and risk-related experience, Scilla also has experience of technology in a customer-facing environment and has broad property experience from her time at both Tesco and Marks & Spencer. Upon her appointment to the Board, Scilla will also become a member of the Nomination and Governance Committee and the Audit Committee. Lord Gadhia has over 20 years' executive experience, principally in the banking and private equity sector, having previously held senior roles at Blackstone Group International LLP, Barclays Capital (UK) and ABN AMRO Corporate Finance Ltd. Jitesh is currently an Independent Non Executive Director of Calisen plc, where he is also the Senior Independent Director. He is a Non Executive Director of BGL (Holdings) Limited, where he chairs the Remuneration Committee, a director of Accord Healthcare Limited and is appointed by HM Treasury to the Board of UK Government Investments Limited. Previously, Jitesh supported Sir Oliver Letwin MP in the review of the build out rate of residential homes in the UK and was an Independent Non Executive Director at UK Financial Investments Ltd. Upon his appointment to the Board, Jitesh will also become a member of the Nomination and Governance Committee and the Remuneration Committee.Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.94, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 25x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 6.3%.Is New 90 Day High Low • Nov 09New 90-day high: €1.62The company is up 21% from its price of €1.34 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to UK£1.39, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total return to shareholders over the past three years is a loss of 24%.Is New 90 Day High Low • Sep 25New 90-day low: €1.10The company is down 31% from its price of €1.59 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.12 per share.공시 • Jun 19Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million.Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 355,000,000 Price\Range: £1.45 Transaction Features: Regulation S주주 수익률TWWDE Consumer DurablesDE 시장7D3.8%-2.5%1.6%1Y-35.2%-17.9%2.2%전체 주주 수익률 보기수익률 대 산업: TWW은 지난 1년 동안 -17.9%의 수익을 기록한 German Consumer Durables 산업보다 저조한 성과를 냈습니다.수익률 대 시장: TWW은 지난 1년 동안 2.2%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is TWW's price volatile compared to industry and market?TWW volatilityTWW Average Weekly Movement6.2%Consumer Durables Industry Average Movement5.3%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%안정적인 주가: TWW는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: TWW의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트18804,400Jennie Dalywww.taylorwimpey.co.ukTaylor Wimpey plc는 영국과 스페인에서 주택 건설 회사로 운영되고 있습니다. 이 회사는 다양한 주택과 커뮤니티를 건설하고 공급합니다. 1880년에 설립되었으며 영국 하이와이컴에 본사를 두고 있습니다.더 보기Taylor Wimpey plc 기초 지표 요약Taylor Wimpey의 순이익과 매출은 시가총액과 어떻게 비교됩니까?TWW 기초 통계시가총액€3.26b순이익 (TTM)€115.97m매출 (TTM)€4.44b28.1x주가수익비율(P/E)0.7x주가매출비율(P/S)TWW는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표TWW 손익계산서 (TTM)매출UK£3.84b매출원가UK£3.19b총이익UK£658.40m기타 비용UK£558.00m순이익UK£100.40m최근 보고된 실적Dec 31, 2025다음 실적 발표일Jul 31, 2026주당순이익(EPS)0.029총이익률17.13%순이익률2.61%부채/자본 비율2.1%TWW의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당9.3%현재 배당 수익률269%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 14:56종가2026/05/27 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Taylor Wimpey plc는 34명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan BellBarclaysRajesh PatkiBarclaysEmily BiddulphBarclays31명의 분석가 더 보기
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027
공시 • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).
공시 • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom
공시 • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.
공시 • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Index
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Martyn Coffey was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Mar 26+ 2 more updatesTaylor Wimpey plc to Report Q3, 2027 Results on Nov 10, 2027Taylor Wimpey plc announced that they will report Q3, 2027 results on Nov 10, 2027
공시 • Mar 06Taylor Wimpey plc Proposes Dividend for the Year Ended December 31, 2025, Payable on May 15, 2026Taylor Wimpey plc announced Subject to shareholder approval at the AGM scheduled for 28 April 2026, the 2025 final ordinary dividend of 2.95 pence per share will be paid on 15 May 2026 to shareholders on the register at the close of business on 7 April 2026 (2024 final dividend: 4.66 pence per share).
공시 • Mar 05Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026Taylor Wimpey plc, Annual General Meeting, Apr 28, 2026. Location: the garden suite, the crowne plaza gerrards cross, oxford road, beaconsfield, hp9 2xe, United Kingdom
공시 • Nov 12Taylor Wimpey plc Maintains Earnings Guidance for the Full Year 2025Taylor Wimpey plc maintained earnings guidance for the full year 2025. For the period, the company continue to expect to deliver UK completions and Group operating profit in line with previous guidance, and remain on track to close out the year operating from 210-215 outlets as previously guided.
공시 • Sep 22Taylor Wimpey plc(LSE:TW.) dropped from FTSE 100 IndexTaylor Wimpey plc(LSE:TW.) dropped from FTSE 100 Index
공시 • Jul 31+ 1 more updateTaylor Wimpey plc Revises Earnings Guidance for the Year 2025Taylor Wimpey plc revised earnings guidance for the year 2025. The company revised full year group operating profit guidance from GBP 444 million to approximately GBP 424 million, and this reflects the one-off nature of the charge.
공시 • May 02Taylor Wimpey plc Reiterates Earnings Guidance for the Year 2025Taylor Wimpey plc reiterated earnings guidance for the year 2025. The company continues to expect 2025 Group operating profit to be in line with previous guidance. The company expects to deliver approximately 45% of full year volume in the first half, as previously guided.
공시 • Mar 12+ 1 more updateTaylor Wimpey plc to Report Fiscal Year 2025 Results on Mar 04, 2026Taylor Wimpey plc announced that they will report fiscal year 2025 results on Mar 04, 2026
공시 • Mar 02Taylor Wimpey plc Proposes Final Ordinary Dividend for the Year Ended December 31, 2024, Payable on 9 May 2025Taylor Wimpey plc proposed final ordinary dividend for the year ended December 31, 2024. Subject to shareholder approval at the AGM scheduled for 30 April 2025, the 2024 final ordinary dividend of 4.66 pence per share will be paid on 9 May 2025 to shareholders on the register at the close of business on 28 March 2025 (2023 final dividend: 4.79 pence per share). In combination with the 2024 interim dividend of 4.80 pence per share this gives total ordinary dividends for the year of 9.46 pence per share (2023 ordinary dividend: 9.58 pence per share). The dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.
공시 • Nov 22Taylor Wimpey plc Announces Board and Committee ChangesTaylor Wimpey plc announced that, after just over nine years as an independent Non Executive Director, Humphrey Singer will stand down from the Board with effect from 31 December 2024 at the end of his nine year term as a Non Executive Director. Prior to this, he will step down as the Company's Senior Independent Director and as a member of the Audit Committee on 1 December 2024. Lord Jitesh Gadhia, independent Non Executive Director, will succeed Humphrey as the Senior Independent Director. Following his appointment to the Board in March 2021, Jitesh has chaired the Board's Remuneration Committee since 26 April 2022 and also led the Company's search process for a new Chair in 2022. The Company is delighted to announce that Martyn Coffey will join the Board as an independent Non Executive Director with effect from 1 December 2024. Martyn will become a member of the Audit and Nomination and Governance Committees on appointment. Martyn brings a wealth of experience in the area of manufacturing for the building industry and of supply chains, having previously been the CEO of Marshalls Plc for over ten years and a Non Executive Director of Eurocell Plc for eight years. There are no other disclosures to be made under Listing Rule 6.4.8(1).
Upcoming Dividend • Oct 03Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 15 November 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.9%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.7%).
Declared Dividend • Aug 02First half dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 10th October 2024 Payment date: 15th November 2024 Dividend yield will be 5.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (138% earnings payout ratio) nor is it covered by cash flows (167% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 53% to bring the payout ratio under control. EPS is expected to grow by 65% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.021 (vs UK£0.05 in 1H 2023)First half 2024 results: EPS: UK£0.021 (down from UK£0.05 in 1H 2023). Revenue: UK£1.52b (down 7.3% from 1H 2023). Net income: UK£73.0m (down 59% from 1H 2023). Profit margin: 4.8% (down from 11% in 1H 2023). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
공시 • Jul 31+ 2 more updatesTaylor Wimpey plc Declares Interim Dividend for the First Half Ended June 30, 2024, Payable on 15 November 2024The board of directors of Taylor Wimpey plc has declared that a 2024 interim dividend of 4.80 pence per share for the first half ended June 30, 2024 (first half 2023: 4.79 pence per share) is to be paid on 15 November 2024 to shareholders on the register at the close of business on 11 October 2024.
공시 • May 29Persimmon Reportedly Eyes CalaPersimmon Plc (LSE:PSN) is considering making a GBP-1-billion (USD 1.28 billion/EUR 1.18 billion) takeover offer for local rival Cala Group (CALA Group (Holdings) Limited), which is owned by insurance and financial services provider Legal & General Group Plc (LON:LGEN), Sky News reported citing sources. The deadline for submitting bids is allegedly this week. According to insiders, cited by the media, Persimmon stands a big chance of winning the auction for Cala, whose homes have a considerably higher average sale price compared to those of Persimmon. Other potential bidders include local homebuilders Taylor Wimpey plc (LSE:TW.) and Avant Homes, according to analysts quoted by the media.
공시 • Apr 28+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 30, 2025Taylor Wimpey plc, Annual General Meeting, Apr 30, 2025.
공시 • Apr 24Taylor Wimpey plc Announces Final Dividend, Payable on May 10, 2024Taylor Wimpey plc announced final dividend of 4.79p per share will be paid to shareholders on May 10, 2024 (2022 final dividend: 4.78 pence per share), meaning that will have returned a total 9.58p per share or GBP 339 million to shareholders via the 2023 dividend.
Upcoming Dividend • Mar 21Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 May 2024. Payout ratio is on the higher end at 97%, and the cash payout ratio is above 100%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.4%).
Declared Dividend • Mar 01Final dividend of UK£0.048 announcedShareholders will receive a dividend of UK£0.048. Ex-date: 28th March 2024 Payment date: 10th May 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (97% earnings payout ratio) nor is it covered by cash flows (276% cash payout ratio). The dividend has increased by an average of 31% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.7% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Feb 29Taylor Wimpey plc Recommends Final Dividend for the Year Ended 31 December 2023, Payable on 10 May 2024The directors of Taylor Wimpey plc recommend a final dividend for the year ended 31 December 2023 of 4.79 pence per share (2022: 4.78 pence per share) subject to shareholder approval at the Annual General Meeting, with an equivalent final dividend charge of c.£169 million based on the number of shares in issue at the end of the year (2022: £168.8 million). The final dividend will be paid on 10 May 2024 to all shareholders registered at the close of business on 2 April 2024.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: UK£0.099 (vs UK£0.18 in FY 2022)Full year 2023 results: EPS: UK£0.099 (down from UK£0.18 in FY 2022). Revenue: UK£3.51b (down 21% from FY 2022). Net income: UK£349.0m (down 46% from FY 2022). Profit margin: 9.9% (down from 15% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jan 12Taylor Wimpey plc Revises Group Earnings Guidance for the Year Ended 31 December 2023Taylor Wimpey plc revised group earnings guidance for the year ended 31 December 2023. The company continue to expect full year group operating profit to be at the top end of its guidance range of £440 million to £470 million.
공시 • Nov 09Taylor Wimpey plc Provides Earnings Guidance for the Year 2023Taylor Wimpey plc provided earnings guidance for the year 2023. The company continue to expect to deliver full-year 2023 UK volumes in the range of 10,000 to 10,500 homes, and due to focus on optimising price and sharp cost discipline, the company now expect Group operating profit to be at the top end of guidance range of £440 million to £470 million.
Upcoming Dividend • Oct 05Upcoming dividend of UK£0.048 per share at 8.5% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 17 November 2023. Payout ratio is a comfortable 60% but the company is paying out more than the cash it is generating. Trailing yield: 8.5%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (5.4%).
공시 • Aug 04Taylor Wimpey plc Declares Interim Dividend for the Year 2023, Payable on November 17, 2023Taylor Wimpey plc's Board has declared that a 2023 interim dividend of 4.79 pence per share is to be paid on 17 November 2023 to shareholders on the register at the close of business on 13 October 2023.
Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.05 (vs UK£0.072 in 1H 2022)First half 2023 results: EPS: UK£0.05 (down from UK£0.072 in 1H 2022). Revenue: UK£1.64b (down 21% from 1H 2022). Net income: UK£175.7m (down 33% from 1H 2022). Profit margin: 11% (down from 13% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Aug 03Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024Taylor Wimpey plc, Annual General Meeting, Apr 23, 2024.
공시 • Jun 30+ 1 more updateTaylor Wimpey plc to Report First Half, 2024 Results on Jul 31, 2024Taylor Wimpey plc announced that they will report first half, 2024 results on Jul 31, 2024
Upcoming Dividend • Mar 23Upcoming dividend of UK£0.048 per share at 8.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 8.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.1%).
Recent Insider Transactions • Mar 06Senior Independent Director recently bought €284k worth of stockOn the 2nd of March, Robert Noel bought around 216k shares on-market at roughly €1.32 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €342k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.18 (vs UK£0.15 in FY 2021)Full year 2022 results: EPS: UK£0.18 (up from UK£0.15 in FY 2021). Revenue: UK£4.42b (up 3.2% from FY 2021). Net income: UK£643.6m (up 16% from FY 2021). Profit margin: 15% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Jan 13Taylor Wimpey plc Provides Earnings Guidance for Third Quarter 2022, 2022 and 2023Taylor Wimpey plc provided earnings guidance for third quarter 2022, 2022, 2023. For the period, sales remain significantly below levels seen prior to the rise in mortgage rates in Third Quarter 2022.Company expect to report 2022 full year operating profit in line with expectations.For 2023 with a lower private order book than in recent years and company expect overall volumes to reduce in 2023.
공시 • Dec 16Taylor Wimpey plc Announces Board Changes, Effective 27 April 2023Taylor Wimpey plc announced that Irene Dorner will be stepping down from her role as Chair of the Board, for personal family reasons, at the conclusion of the 2023 Annual General Meeting (AGM) on 27 April 2023. Irene will stay on the Board as a Non Executive Director following the conclusion of the AGM. She will be succeeded as Chair by Robert Noel, currently the Company's Senior Independent Director. His appointment follows a thorough search process which considered both internal and external candidates. Rob joined the Board as an independent Non Executive Director in October 2019 and subsequently became the Senior Independent Director in April 2020. He has over 30 years' experience in the property sector, including eight years as the CEO of Land Securities Group PLC. Rob is also Chair of Hammerson plc.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 06Upcoming dividend of UK£0.046 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 18 November 2022. Payout ratio is a comfortable 57% but the company is paying out more than the cash it is generating. Trailing yield: 9.6%. Within top quartile of German dividend payers (5.4%). Higher than average of industry peers (4.3%).
Reported Earnings • Aug 04First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£235.8m from profit in 1H 2021). Profit margin: (down from 11% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 12%, compared to a 2.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Aug 04+ 1 more updateTaylor Wimpey plc Declares 2022 Interim Dividend, Payable on 18 November 2022The Board of Taylor Wimpey plc has declared that a 2022 interim dividend of 4.62 pence per share is to be paid on 18 November 2022 to shareholders on the register at the close of business on 14 October 2022. The 2022 interim dividend will be paid as a cash dividend, and shareholders have the option to reinvest all of their dividend under the Dividend Re-Investment Plan.
Board Change • Aug 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jul 08+ 2 more updatesTaylor Wimpey plc, Annual General Meeting, Apr 27, 2023Taylor Wimpey plc, Annual General Meeting, Apr 27, 2023.
Board Change • Jul 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Mark Castle was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 26Taylor Wimpey plc Provides Earnings Guidance for the Year 2022Taylor Wimpey plc provided earnings guidance for the year 2022. For the period, the company expects operating profit margin of 21-22%.
공시 • May 20Taylor Wimpey Appoints Mark Castle and Clodagh Moriarty as Independent Non Executive Directors with Effect from 1 June 2022Taylor Wimpey plc announced that Mark Castle and Clodagh Moriarty will be appointed as Independent Non Executive Directors with effect from 1 June 2022. On her appointment to the Board, Clodagh will also become a member of the Nomination and Governance Committee.
공시 • Apr 26Taylor Wimpey plc Recommends Final Dividend for 2021Taylor Wimpey plc intends to pay a 2021 final ordinary dividend of 4.44 pence per share on 13 May 2022 (2020 final dividend: 4.14 pence per share), subject to shareholder approval at AGM, and a 2022 interim dividend of c.4.44 pence per share in November, in line with Ordinary Dividend Policy to return c.7.5% of net assets annually, in two equal instalments.
Upcoming Dividend • Mar 24Upcoming dividend of UK£0.044 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Mar 04Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.15 (up from UK£0.063 in FY 2020). Revenue: UK£4.28b (up 54% from FY 2020). Net income: UK£555.5m (up 156% from FY 2020). Profit margin: 13% (up from 7.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.4%, compared to a 8.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Feb 26Taylor Wimpey plc to Report First Half, 2022 Results on Aug 03, 2022Taylor Wimpey plc announced that they will report first half, 2022 results on Aug 03, 2022
공시 • Feb 08Taylor Wimpey plc Appoints Jennie Daly as CEO, Effective 26 April 2022Following the announcement on 8 December 2021 that Pete Redfern will be stepping down as CEO of the company after more than 14 years of outstanding service in the role, the Board is delighted to announced that Jennie Daly has been appointed as CEO, effective from the conclusion of the Annual General Meeting on 26 April 2022. The appointment follows a thorough recruitment and selection process, led by the Nomination and Governance Committee of the Board, that considered a long list of industry and non-industry candidates, along with extensive consultation with shareholders. Jennie Daly is currently Group Operations Director of Taylor Wimpey and a member of the Board of Directors. In her current role, Jennie oversees Taylor Wimpey's land, planning, design, technical, sustainability, production and supply chain functions, as well as managing the Taylor Wimpey Logistics business. She has almost 30 years of experience in the housebuilding and land and planning industries, with excellent relationships across all stakeholders. Jennie joined Taylor Wimpey in 2014 from Redrow Plc where she was Managing Director of its Harrow Estates business and, prior to that, was Group Land Manager at Westbury Plc. Her early career was in local authority and council planning roles in Macclesfield and Blackpool. Jennie is also a Non Executive Director of the Peabody Trust and of the New Homes Quality Board Limited.
공시 • Jan 31Taylor Wimpey plc Announces Executive ChangesTaylor Wimpey announces that Angela Knight and Gwyn Burr will be retiring from the Board of Directors on 26 April 2022 in light of upcoming changes to their commitments on other Boards. The Board also confirmed that Lord Jitesh Gadhia, who has been an Independent Non Executive Director since March 2021, will assume the role of Chair of the Remuneration Committee and Robert Noel, Senior Independent Director, will join the Remuneration Committee and take on the role of the Board's Employee Champion, following the conclusion of the AGM. Jitesh has extensive remuneration committee experience and serves as Chair of the Remuneration Committee of Compare The Market Limited.
공시 • Dec 13Elliott Management Provides Information to the ShareholdersOn December 12, 2021, Elliott Management Corporation called for an external chief executive to be appointed to remedy its long-term underperformance and regain credibility with investors. Elliott said an experienced operator was now required to lead the company. Elliott’s interest in the Company has sparked a wave of speculation at senior levels in the housebuilding sector that Fairburn - who famously accepted a £75‰million bonus in 2018 and was later ousted over the fiasco - could be parachuted in to run the firm or take another board role. Such a move by Fairburn - dubbed Moneybags and condemned by shareholders - would, without doubt, be highly controversial. Elliott also called for 2 new independent directors with industry experience to be appointed. City sources speculated that Elliott's ultimate goal could be to force Taylor Wimpey s board to sell off parts of its lucrative land bank.
공시 • Dec 12+ 1 more updateElliott Advisors Sends a Letter to Taylor WimpeyOn December 10, 2021, Elliott Advisors announced that the purpose of its letter is to share its perspectives on the opportunity at Taylor Wimpey. Elliott Advisors stated that it is making these perspectives public in light of news reports regarding its views on the Company, which have left current and prospective the Company shareholders with incomplete information. Elliott Advisors hopes that to foster a broad-based dialogue with market participants to form a consensus on the best path forward for the Company and its shareholders given the transition underway in the Company's executive leadership. In addition, to give the next CEO the best chances of success, it believes the Company's Board should be enhanced with the addition of at least 2 new independent directors and the formation of a new committee of the Board to advise on operations. Taylor Wimpey's Board currently lacks homebuilding experience - a critical deficit given that homebuilding is a specialized industry. Further, given that the Company's historical challenges and future opportunities are primarily operational in nature, it believes that the formation of an operations committee of the Board would help oversee management's initiatives to drive operational efficiencies.
Upcoming Dividend • Sep 30Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 12 November 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.065 (vs UK£0.01 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£2.20b (up 191% from 1H 2020). Net income: UK£235.8m (up UK£267.3m from 1H 2020). Profit margin: 11% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 27Full year 2020 earnings released: EPS UK£0.063 (vs UK£0.21 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 26Upcoming dividend of UK£0.041 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 14 May 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.2%).
Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£2.79b (down 36% from FY 2019). Net income: UK£217.0m (down 68% from FY 2019). Profit margin: 7.8% (down from 16% in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 46%, compared to a 8.2% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Feb 16New 90-day high: €1.95The company is up 7.0% from its price of €1.82 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.36 per share.
공시 • Dec 20Taylor Wimpey plc Announces Executive Appointment, Effective March 1, 2021Taylor Wimpey plc announced that Scilla Grimble and Lord Jitesh Gadhia will be appointed as Independent Non Executive Directors with effect from 1 March 2021. Scilla has over 15 years' executive experience in the corporate finance and retail sectors, having held senior roles at UBS, Tesco plc, Marks and Spencer plc and is currently the Chief Financial Officer at Moneysupermarket.com Group plc. Along with her significant financial and risk-related experience, Scilla also has experience of technology in a customer-facing environment and has broad property experience from her time at both Tesco and Marks & Spencer. Upon her appointment to the Board, Scilla will also become a member of the Nomination and Governance Committee and the Audit Committee. Lord Gadhia has over 20 years' executive experience, principally in the banking and private equity sector, having previously held senior roles at Blackstone Group International LLP, Barclays Capital (UK) and ABN AMRO Corporate Finance Ltd. Jitesh is currently an Independent Non Executive Director of Calisen plc, where he is also the Senior Independent Director. He is a Non Executive Director of BGL (Holdings) Limited, where he chairs the Remuneration Committee, a director of Accord Healthcare Limited and is appointed by HM Treasury to the Board of UK Government Investments Limited. Previously, Jitesh supported Sir Oliver Letwin MP in the review of the build out rate of residential homes in the UK and was an Independent Non Executive Director at UK Financial Investments Ltd. Upon his appointment to the Board, Jitesh will also become a member of the Nomination and Governance Committee and the Remuneration Committee.
Valuation Update With 7 Day Price Move • Nov 24Market bids up stock over the past weekAfter last week's 16% share price gain to UK£1.94, the stock is trading at a trailing P/E ratio of 13.7x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 25x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 6.3%.
Is New 90 Day High Low • Nov 09New 90-day high: €1.62The company is up 21% from its price of €1.34 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.25 per share.
Valuation Update With 7 Day Price Move • Nov 05Market bids up stock over the past weekAfter last week's 19% share price gain to UK£1.39, the stock is trading at a trailing P/E ratio of 9.8x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total return to shareholders over the past three years is a loss of 24%.
Is New 90 Day High Low • Sep 25New 90-day low: €1.10The company is down 31% from its price of €1.59 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.12 per share.
공시 • Jun 19Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million.Taylor Wimpey plc has completed a Follow-on Equity Offering in the amount of £514.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 355,000,000 Price\Range: £1.45 Transaction Features: Regulation S
