View ValuationGoodman Group 향후 성장Future 기준 점검 3/6Goodman Group (는) 각각 연간 18.9% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.9% 로 예상됩니다.핵심 정보18.9%이익 성장률19.08%EPS 성장률Industrial REITs 이익 성장0%매출 성장률12.2%향후 자기자본이익률10.95%애널리스트 커버리지Good마지막 업데이트16 Jul 2026최근 향후 성장 업데이트공고 • May 13Goodman Group Provides Earnings Guidance for the Year 2023Goodman Group provided earnings guidance for the year 2023. The company is positioned well for fiscal 2023, delivering a strong operational performance at the third quarter. As a result, guidance for fiscal 2023 Operating Earnings Per Security growth has increased to 15%.모든 업데이트 보기Recent updatesDeclared Dividend • Jun 25First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 29th June 2026 Payment date: 26th August 2026 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%.공고 • Jun 17Goodman Group Announces Estimated Dividend for the Six Months Ended June 30, 2026, Payable on August 26, 2026Goodman Group announced estimated dividend of AUD 0.15000000 for the six months ended June 30, 2026. Ex Date: June 29, 2026. Record Date: June 30, 2026. Payment Date: August 26, 2026.Recent Insider Transactions • Jun 04Group CEO & Director recently sold €4.8m worth of stockOn the 1st of June, Gregory Goodman sold around 246k shares on-market at roughly €19.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.공고 • Mar 13Barings and Goodman Group Reportedly in Talks for Moorabbin Airport DealThe Australian arm of international funds manager Barings and a consortium of four major investment funds are in talks to buy Melbourne's Moorabbin Airport (Moorabbin Airport Corporation Pty Ltd.) from industrial property company Goodman Group (ASX:GMG) and its funds for more than $1,500 million. The transaction has been quietly negotiated by Barings and Goodman with the superannuation funds, including Aware Super and Rest Super, alongside two undisclosed funds, brought in amid strong demand for airports among institutional investors. The deal, which is pending approvals, would also be a coup for Barings, which has been stepping up its presence in Australian property and has about $9,000 million worth of local assets, including experience in airports. Barings, which sports a near $700,000 million global investment network, is looking to pick up the airport at a time when Goodman is selling assets. It is selling partly in order to fund the rollout of its new data centres around the world, although the bulk of the Moorabbin precinct is held in its flagship unlisted fund. The parties declined to comment with the transaction expected to require multiple approvals.공고 • Dec 14Goodman Group Announces Ordinary Distribution for the Six Months Ended December 31, 2025, Payable on February 25, 2026Goodman Group announced ordinary distribution of AUD 0.15000000 for the six months ended December 31, 2025. Dividend payable on February 25, 2026, with record date of December 31, 2025 and ex-date of December 30, 2025.공고 • Nov 24+ 1 more updateGoodman Group to Report Fiscal Year 2026 Results on Aug 20, 2026Goodman Group announced that they will report fiscal year 2026 results on Aug 20, 2026공고 • Sep 11Goodman Group, Annual General Meeting, Nov 11, 2025Goodman Group, Annual General Meeting, Nov 11, 2025. Location: at the intercontinental sydney, 16 phillip st, nsw, sydney Australia공고 • Aug 28GIC Reportedly in Talks to Invest in Goodman’s Data CentresSingapore's GIC (GIC Private Limited) is considering a proposal to invest in data centre assets owned by Australian property firm Goodman Group (ASX:GMG), the Australian Financial Review reported. Dealmakers at GIC have discussed options in recent weeks with Goodman's internal team over a potential investment in part of its data centre portfolio. The talks are at an early stage and no agreement has been reached, said the report. A spokesperson for GIC declined to comment, the AFR said, while a Goodman representative did not reply to its requests for comment.공고 • Aug 21+ 1 more updateGoodman Group Proposes Final Dividend for the Year Ended 30 June 2025, Payable on 26 August 2025Goodman Group proposed final dividend of 15.0 cents per GMG security for the year ended 30 June 2025. Record date for determining entitlements to the final dividend and distribution is 30 June 2025. Date final dividend and distribution are payable on 26 August 2025.공고 • Jun 26Goodman Group Announces Estimated Unfranked Ordinary Dividend for the Six Months Ending June 30, 2025, Payable on August 26, 2025Goodman Group announced estimated unfranked ordinary dividend of AUD 0.15 for the six months ending June 30, 2025. Record Date: June 30, 2025; Ex Date: June 27, 2025 and Payment Date: August 26, 2025.공고 • Feb 21Goodman Group has completed a Follow-on Equity Offering in the amount of AUD 4 billion.Goodman Group has completed a Follow-on Equity Offering in the amount of AUD 4 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 119,402,986 Price\Range: AUD 33.5 Discount Per Security: AUD 0.5025 Transaction Features: Subsequent Direct Listing공고 • Feb 20Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 4 billion.Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 4 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 119,402,986 Price\Range: AUD 33.5 Discount Per Security: AUD 0.5025 Transaction Features: Subsequent Direct Listing공고 • Feb 19Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 399.999983 million.Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 399.999983 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 11,940,298 Price\Range: AUD 33.5 Transaction Features: Regulation S공고 • Nov 28+ 1 more updateGoodman Group to Report Fiscal Year 2025 Results on Aug 21, 2025Goodman Group announced that they will report fiscal year 2025 results on Aug 21, 2025Recent Insider Transactions • Oct 06Deputy Group CEO recently sold €2.8m worth of stockOn the 1st of October, Anthony Rozic sold around 394k shares on-market at roughly €7.07 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €33m. Insiders have been net sellers, collectively disposing of €65m more than they bought in the last 12 months.Recent Insider Transactions • Sep 23Group CEO & Director recently sold €33m worth of stockOn the 20th of September, Gregory Goodman sold around 2m shares on-market at roughly €21.95 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €54m.공고 • Sep 02Chinese Test Investor Reportedly Appetite for Their $5 Billion Goodman StakeGoodman Group (ASX:GMG) is back in the spotlight, with suggestions state-owned investor China Investment Corporation could be testing the market to sell down its $5 billion-plus interest in the $62 billion Australian industrial property powerhouse. CIC owns about 8.9% of Goodman shares and also co-invests in its industrial property funds which own sheds, warehouses, data centres and distribution centres around the world. It is understood institutional investors have received approaches from brokers, testing their interest in acquiring CIC shares in Goodman and fuelling suggestions they could soon be on the block. It comes at a time when China's economy is slowing and it faces high tariffs in the US if Donald Trump is elected president in November. The Wall Street Journal recently reported that low consumption has become a headwind to China's growth because property investment, once a major component of demand, has collapsed. Goodman has historically been close to investment bank Macquarie Capital, but the last time CIC embarked on a block trade out of Goodman it called on the services of Goldman Sachs. At the time, CIC's policy was to obtain bids from three separate brokers over the price. Other global banks with strong relationships in Asia could be in the frame, including Morgan Stanley, JPMorgan and Citi.Buy Or Sell Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to €19.10. The fair value is estimated to be €24.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 37% over the last 3 years. Meanwhile, the company became loss making.공고 • Aug 17+ 2 more updatesGoodman Group Provides Dividend Guidance for the Fiscal Year 2025Goodman Group provided dividend guidance of annual distribution maintained at 30 cents per security for the Fiscal Year 2025.Reported Earnings • Aug 15Full year 2024 earnings released: AU$0.052 loss per share (vs AU$0.83 profit in FY 2023)Full year 2024 results: AU$0.052 loss per share (down from AU$0.83 profit in FY 2023). Revenue: AU$1.98b (down 34% from FY 2023). Net loss: AU$98.9m (down 106% from profit in FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 3.4% to €20.30. The fair value is estimated to be €25.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Declared Dividend • Jun 21First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 27th June 2024 Payment date: 26th August 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.8%.Recent Insider Transactions • May 21Group CEO & Director recently sold €20m worth of stockOn the 15th of May, Gregory Goodman sold around 1m shares on-market at roughly €20.50 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €32m.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 33% to €19.20. The fair value is estimated to be €24.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.Reported Earnings • Feb 16First half 2024 earnings released: AU$0.12 loss per share (vs AU$0.58 profit in 1H 2023)First half 2024 results: AU$0.12 loss per share (down from AU$0.58 profit in 1H 2023). Revenue: AU$236.7m (down 87% from 1H 2023). Net loss: AU$220.1m (down 120% from profit in 1H 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.15 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 23 February 2024. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.8%).공고 • Dec 14Goodman Group Announces Distribution for the Six Month Period Ended December 31, 2023, Payable on February 23, 2024Goodman Group announced the distribution of AUD 0.15000000 per unit for the six months period ending December 31, 2023, payable on February 23, 2024. Record date is on December 29, 2023 with Ex date is on December 28, 2023.Recent Insider Transactions • Nov 23Deputy Group CEO recently sold €1.9m worth of stockOn the 16th of November, Anthony Rozic sold around 139k shares on-market at roughly €14.02 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €54m more than they bought in the last 12 months.공고 • Nov 17+ 2 more updatesGoodman Group to Report First Half, 2024 Results on Feb 15, 2024Goodman Group announced that they will report first half, 2024 results on Feb 15, 2024Recent Insider Transactions • Sep 19Group CEO & Director recently sold €12m worth of stockOn the 15th of September, Gregory Goodman sold around 839k shares on-market at roughly €13.80 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €44m.Recent Insider Transactions • Aug 25Deputy Group CEO recently sold €7.2m worth of stockOn the 24th of August, Anthony Rozic sold around 533k shares on-market at roughly €13.46 per share. This transaction amounted to 36% 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 €40m more than they bought in the last 12 months.New Risk • Aug 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 79% Last year net profit margin: 163% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공고 • Aug 17+ 1 more updateGoodman Group Provides Distribution Guidance for the Fiscal Year 2024Goodman Group provides distribution guidance for the fiscal year 2024. The forecast distribution for fiscal year 2024 remains at 30.0 cents per security given the Group's activity levels and the current desire to remain in the lower half of financial risk management policy range for gearing.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.83 (vs AU$1.83 in FY 2022)Full year 2023 results: EPS: AU$0.83 (down from AU$1.83 in FY 2022). Revenue: AU$1.97b (down 59% from FY 2022). Net income: AU$1.56b (down 54% from FY 2022). Profit margin: 79% (up from 71% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공고 • Jul 30Goodman Group to Report Fiscal Year 2023 Final Results on Sep 28, 2023Goodman Group announced that they will report fiscal year 2023 final results on Sep 28, 2023Upcoming Dividend • Jun 22Upcoming dividend of AU$0.15 per share at 1.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 25 August 2023. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).공고 • Jun 16Goodman Group Announces Fully Paid Ordinary/Units Stapled Securities Dividend for the Six Months Ended June 30, 2023, Payment Date of August 29, 2023Goodman Group announced Fully Paid Ordinary/Units Stapled Securities dividend of AUD 0.15000000 for the six months ended June 30, 2023. record date of June 30, 2023, Ex date of June 29, 2023 and payment date of August 29, 2023.Recent Insider Transactions • May 28Board Member recently sold €12m worth of stockOn the 25th of May, Daniel Cornelius Peeters sold around 1m shares on-market at roughly €12.25 per share. This transaction amounted to 37% 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 €45m more than they bought in the last 12 months.Recent Insider Transactions • May 17Insider recently sold €248k worth of stockOn the 15th of May, Andrew Eakin sold around 20k shares on-market at roughly €12.39 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €16m. Insiders have been net sellers, collectively disposing of €33m more than they bought in the last 12 months.공고 • May 13Goodman Group Provides Earnings Guidance for the Year 2023Goodman Group provided earnings guidance for the year 2023. The company is positioned well for fiscal 2023, delivering a strong operational performance at the third quarter. As a result, guidance for fiscal 2023 Operating Earnings Per Security growth has increased to 15%.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director George Zoghbi was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €14.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 4.5% per annum over the same time period.Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 4.0%. The fair value is estimated to be €14.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.Recent Insider Transactions • Mar 18Independent Non-Executive Director recently bought €64k worth of stockOn the 15th of March, Hilary Spann bought around 5k shares on-market at roughly €12.10 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €33m more in shares than they bought in the last 12 months.Recent Insider Transactions • Mar 01Group CEO & Director recently sold €16m worth of stockOn the 24th of February, Gregory Goodman sold around 1m shares on-market at roughly €12.69 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.58 (vs AU$1.08 in 1H 2022)First half 2023 results: EPS: AU$0.58 (down from AU$1.08 in 1H 2022). Revenue: AU$1.02b (down 64% from 1H 2022). Net income: AU$1.10b (down 45% from 1H 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).공고 • Nov 23+ 2 more updatesGoodman Group to Report Fiscal Year 2023 Results on Aug 17, 2023Goodman Group announced that they will report fiscal year 2023 results on Aug 17, 2023Recent Insider Transactions • Sep 29Independent Non-Executive Director recently bought €53k worth of stockOn the 23rd of September, Hilary Spann bought around 4k shares on-market at roughly €11.75 per share. This transaction increased Hilary's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.Recent Insider Transactions • Sep 15Insider recently sold €219k worth of stockOn the 12th of September, James Spence sold around 17k shares on-market at roughly €13.09 per share. This transaction amounted to 30% 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 €39m more than they bought in the last 12 months.Reported Earnings • Aug 17Full year 2022 earnings releasedFull year 2022 results: Net income: AU$3.41b (up 48% from FY 2021).Board Change • Jun 01Insufficient 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. 2 experienced directors. 5 highly experienced directors. Independent Director Mark Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 21Independent Director recently bought €63k worth of stockOn the 18th of May, Mark Johnson bought around 5k shares on-market at roughly €12.52 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €43m more in shares than they bought in the last 12 months.Board Change • May 02Insufficient 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. 2 experienced directors. 5 highly experienced directors. Independent Director Mark Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$1.08 (up from AU$0.57 in 1H 2021). Revenue: AU$2.83b (up 51% from 1H 2021). Net income: AU$2.00b (up 92% from 1H 2021). Profit margin: 71% (up from 56% in 1H 2021). Revenue exceeded analyst estimates by 21%. Over the next year, revenue is forecast to decline by -54% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 24 February 2022. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Dec 21Deputy Group CEO recently sold €4.2m worth of stockOn the 14th of December, Anthony Rozic sold around 258k shares on-market at roughly €16.40 per share. In the last 3 months, they made an even bigger sale worth €5.8m. Insiders have been net sellers, collectively disposing of €43m more than they bought in the last 12 months.Recent Insider Transactions • Nov 10Deputy Group CEO recently sold €5.8m worth of stockOn the 5th of November, Anthony Rozic sold around 375k shares on-market at roughly €15.34 per share. In the last 3 months, there was an even bigger sale from another insider worth €21m. Insiders have been net sellers, collectively disposing of €32m more than they bought in the last 12 months.Recent Insider Transactions • Sep 22Group CEO & Director recently sold €2.6m worth of stockOn the 16th of September, Gregory Goodman sold around 1m shares on-market at roughly €1.78 per share. This was the largest sale by an insider in the last 3 months. Gregory has been a seller over the last 12 months, reducing personal holdings by €21m.Recent Insider Transactions • Sep 11Deputy Group CEO recently bought €3.8m worth of stockOn the 6th of September, Anthony Rozic bought around 258k shares on-market at roughly €14.56 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €22m more in shares than they bought in the last 12 months.Reported Earnings • Aug 13Full year 2021 earnings released: EPS AU$1.25 (vs AU$0.82 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$3.70b (up 46% from FY 2020). Net income: AU$2.31b (up 54% from FY 2020). Profit margin: 63% (up from 59% in FY 2020). The increase in margin was driven by higher revenue. Net asset value (NAV) per share: €4.45 (up 13% from FY 2020). The current share price is 217% higher than NAV per share. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 26 August 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.4%).Recent Insider Transactions • May 28Group CEO & Director recently sold €7.3m worth of stockOn the 24th of May, Gregory Goodman sold around 600k shares on-market at roughly €12.12 per share. This was the largest sale by an insider in the last 3 months. Gregory has been a seller over the last 12 months, reducing personal holdings by €19m.Is New 90 Day High Low • Feb 25New 90-day low: €10.65The company is down 4.0% from its price of €11.13 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.26 per share.공고 • Nov 27+ 2 more updatesGoodman Group to Report First Half, 2021 Results on Feb 19, 2021Goodman Group announced that they will report first half, 2021 results on Feb 19, 2021Recent Insider Transactions • Nov 13Deputy Group CEO recently sold €1.4m worth of stockOn the 5th of November, Anthony Rozic sold around 116k shares on-market at roughly €12.04 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Insiders have been net sellers, collectively disposing of €53m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 03New 90-day high: €11.55The company is up 11% from its price of €10.37 on 05 August 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.29 per share.Recent Insider Transactions • Oct 27Independent Director recently bought €55k worth of stockOn the 22nd of October, Stephen Johns bought around 5k shares on-market at roughly €11.07 per share. In the last 3 months, they made an even bigger purchase worth €113k. Despite this recent purchase, insiders have collectively sold €51m more in shares than they bought in the last 12 months.Recent Insider Transactions • Oct 14Group CEO & Director recently sold €11m worth of stockOn the 8th of October, Gregory Goodman sold around 1m shares on-market at roughly €11.29 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Gregory has been a seller over the last 12 months, reducing personal holdings by €29m.Recent Insider Transactions • Oct 06Insider recently bought €55k worth of stockOn the 1st of October, Peter Simmonds bought around 5k shares on-market at roughly €11.02 per share. In the last 3 months, they made an even bigger purchase worth €83k. Despite this recent purchase, insiders have collectively sold €40m more in shares than they bought in the last 12 months.공고 • Oct 01Goodman Group to Report Q1, 2021 Results on Nov 05, 2020Goodman Group announced that they will report Q1, 2021 results at 10:25 PM, GMT Standard Time on Nov 05, 2020Recent Insider Transactions • Sep 24Deputy Group CEO recently sold €5.7m worth of stockOn the 17th of September, Anthony Rozic sold around 500k shares on-market at roughly €11.43 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Insiders have been net sellers, collectively disposing of €40m more than they bought in the last 12 months.Is New 90 Day High Low • Sep 19New 90-day high: €11.48The company is up 26% from its price of €9.14 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.60 per share.이익 및 매출 성장 예측DB:MY4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20284,1383,6891,2603,32856/30/20273,5943,2861,8582,90866/30/20263,1522,456-1,2312,199612/31/20253,1011,6911,2121,212N/A9/30/20253,2551,6791,0861,086N/A6/30/20253,4101,666960960N/A3/31/20253,1561,2941,0751,075N/A12/31/20242,9019211,1911,191N/A9/30/20242,0444111,1901,190N/A6/30/20241,187-991,1891,189N/A3/31/20241,289721,1471,147N/A12/31/20231,3912431,1061,106N/A9/30/20232,1919011,1951,195N/A6/30/20232,9911,5601,2841,284N/A3/31/20233,4062,0341,1831,181N/A12/31/20223,8202,5081,0821,078N/A9/30/20224,3152,961962959N/A6/30/20224,8103,414841841N/A3/31/20224,7313,344673678N/A12/31/20214,6513,273505515N/A9/30/20214,1742,793806815N/A6/30/20213,6972,3121,1081,115N/A3/31/20213,3742,0231,3221,327N/A12/31/20203,0511,7351,5371,540N/A9/30/20202,7921,6201,3461,348N/A6/30/20202,5331,5041,1541,157N/A3/31/20202,5771,5071,0381,040N/A12/31/20192,6201,509923924N/A9/30/20192,7361,569N/A876N/A6/30/20192,8511,628N/A828N/A3/31/20192,8831,556N/A872N/A12/31/20182,9151,485N/A916N/A9/30/20182,7041,291N/A1,038N/A6/30/20182,4941,098N/A1,161N/A3/31/20182,259931N/A993N/A12/31/20172,024764N/A825N/A9/30/20171,998771N/A705N/A6/30/20171,972778N/A586N/A3/31/20172,046845N/A689N/A12/31/20162,120912N/A792N/A9/30/20162,1081,093N/A811N/A6/30/20162,0961,275N/A830N/A3/31/20161,9801,445N/A801N/A12/31/20151,8631,615N/A772N/A9/30/20151,7201,411N/A713N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MY4 의 연간 예상 수익 증가율(18.9%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: MY4 의 연간 수익(18.9%)이 German 시장(16.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: MY4 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MY4 의 수익(연간 12.2%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MY4 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MY4의 자본 수익률은 3년 후 10.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/20 09:33종가2026/07/17 00:00수익2025/12/31연간 수익2025/06/30데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Goodman Group는 22명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedAndrew MacFarlaneBell Potter19명의 분석가 더 보기
공고 • May 13Goodman Group Provides Earnings Guidance for the Year 2023Goodman Group provided earnings guidance for the year 2023. The company is positioned well for fiscal 2023, delivering a strong operational performance at the third quarter. As a result, guidance for fiscal 2023 Operating Earnings Per Security growth has increased to 15%.
Declared Dividend • Jun 25First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 29th June 2026 Payment date: 26th August 2026 Dividend yield will be 1.2%, which is lower than the industry average of 3.8%.
공고 • Jun 17Goodman Group Announces Estimated Dividend for the Six Months Ended June 30, 2026, Payable on August 26, 2026Goodman Group announced estimated dividend of AUD 0.15000000 for the six months ended June 30, 2026. Ex Date: June 29, 2026. Record Date: June 30, 2026. Payment Date: August 26, 2026.
Recent Insider Transactions • Jun 04Group CEO & Director recently sold €4.8m worth of stockOn the 1st of June, Gregory Goodman sold around 246k shares on-market at roughly €19.39 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.
공고 • Mar 13Barings and Goodman Group Reportedly in Talks for Moorabbin Airport DealThe Australian arm of international funds manager Barings and a consortium of four major investment funds are in talks to buy Melbourne's Moorabbin Airport (Moorabbin Airport Corporation Pty Ltd.) from industrial property company Goodman Group (ASX:GMG) and its funds for more than $1,500 million. The transaction has been quietly negotiated by Barings and Goodman with the superannuation funds, including Aware Super and Rest Super, alongside two undisclosed funds, brought in amid strong demand for airports among institutional investors. The deal, which is pending approvals, would also be a coup for Barings, which has been stepping up its presence in Australian property and has about $9,000 million worth of local assets, including experience in airports. Barings, which sports a near $700,000 million global investment network, is looking to pick up the airport at a time when Goodman is selling assets. It is selling partly in order to fund the rollout of its new data centres around the world, although the bulk of the Moorabbin precinct is held in its flagship unlisted fund. The parties declined to comment with the transaction expected to require multiple approvals.
공고 • Dec 14Goodman Group Announces Ordinary Distribution for the Six Months Ended December 31, 2025, Payable on February 25, 2026Goodman Group announced ordinary distribution of AUD 0.15000000 for the six months ended December 31, 2025. Dividend payable on February 25, 2026, with record date of December 31, 2025 and ex-date of December 30, 2025.
공고 • Nov 24+ 1 more updateGoodman Group to Report Fiscal Year 2026 Results on Aug 20, 2026Goodman Group announced that they will report fiscal year 2026 results on Aug 20, 2026
공고 • Sep 11Goodman Group, Annual General Meeting, Nov 11, 2025Goodman Group, Annual General Meeting, Nov 11, 2025. Location: at the intercontinental sydney, 16 phillip st, nsw, sydney Australia
공고 • Aug 28GIC Reportedly in Talks to Invest in Goodman’s Data CentresSingapore's GIC (GIC Private Limited) is considering a proposal to invest in data centre assets owned by Australian property firm Goodman Group (ASX:GMG), the Australian Financial Review reported. Dealmakers at GIC have discussed options in recent weeks with Goodman's internal team over a potential investment in part of its data centre portfolio. The talks are at an early stage and no agreement has been reached, said the report. A spokesperson for GIC declined to comment, the AFR said, while a Goodman representative did not reply to its requests for comment.
공고 • Aug 21+ 1 more updateGoodman Group Proposes Final Dividend for the Year Ended 30 June 2025, Payable on 26 August 2025Goodman Group proposed final dividend of 15.0 cents per GMG security for the year ended 30 June 2025. Record date for determining entitlements to the final dividend and distribution is 30 June 2025. Date final dividend and distribution are payable on 26 August 2025.
공고 • Jun 26Goodman Group Announces Estimated Unfranked Ordinary Dividend for the Six Months Ending June 30, 2025, Payable on August 26, 2025Goodman Group announced estimated unfranked ordinary dividend of AUD 0.15 for the six months ending June 30, 2025. Record Date: June 30, 2025; Ex Date: June 27, 2025 and Payment Date: August 26, 2025.
공고 • Feb 21Goodman Group has completed a Follow-on Equity Offering in the amount of AUD 4 billion.Goodman Group has completed a Follow-on Equity Offering in the amount of AUD 4 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 119,402,986 Price\Range: AUD 33.5 Discount Per Security: AUD 0.5025 Transaction Features: Subsequent Direct Listing
공고 • Feb 20Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 4 billion.Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 4 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 119,402,986 Price\Range: AUD 33.5 Discount Per Security: AUD 0.5025 Transaction Features: Subsequent Direct Listing
공고 • Feb 19Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 399.999983 million.Goodman Group has filed a Follow-on Equity Offering in the amount of AUD 399.999983 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 11,940,298 Price\Range: AUD 33.5 Transaction Features: Regulation S
공고 • Nov 28+ 1 more updateGoodman Group to Report Fiscal Year 2025 Results on Aug 21, 2025Goodman Group announced that they will report fiscal year 2025 results on Aug 21, 2025
Recent Insider Transactions • Oct 06Deputy Group CEO recently sold €2.8m worth of stockOn the 1st of October, Anthony Rozic sold around 394k shares on-market at roughly €7.07 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €33m. Insiders have been net sellers, collectively disposing of €65m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 23Group CEO & Director recently sold €33m worth of stockOn the 20th of September, Gregory Goodman sold around 2m shares on-market at roughly €21.95 per share. This transaction amounted to 4.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €54m.
공고 • Sep 02Chinese Test Investor Reportedly Appetite for Their $5 Billion Goodman StakeGoodman Group (ASX:GMG) is back in the spotlight, with suggestions state-owned investor China Investment Corporation could be testing the market to sell down its $5 billion-plus interest in the $62 billion Australian industrial property powerhouse. CIC owns about 8.9% of Goodman shares and also co-invests in its industrial property funds which own sheds, warehouses, data centres and distribution centres around the world. It is understood institutional investors have received approaches from brokers, testing their interest in acquiring CIC shares in Goodman and fuelling suggestions they could soon be on the block. It comes at a time when China's economy is slowing and it faces high tariffs in the US if Donald Trump is elected president in November. The Wall Street Journal recently reported that low consumption has become a headwind to China's growth because property investment, once a major component of demand, has collapsed. Goodman has historically been close to investment bank Macquarie Capital, but the last time CIC embarked on a block trade out of Goodman it called on the services of Goldman Sachs. At the time, CIC's policy was to obtain bids from three separate brokers over the price. Other global banks with strong relationships in Asia could be in the frame, including Morgan Stanley, JPMorgan and Citi.
Buy Or Sell Opportunity • Aug 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to €19.10. The fair value is estimated to be €24.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 37% over the last 3 years. Meanwhile, the company became loss making.
공고 • Aug 17+ 2 more updatesGoodman Group Provides Dividend Guidance for the Fiscal Year 2025Goodman Group provided dividend guidance of annual distribution maintained at 30 cents per security for the Fiscal Year 2025.
Reported Earnings • Aug 15Full year 2024 earnings released: AU$0.052 loss per share (vs AU$0.83 profit in FY 2023)Full year 2024 results: AU$0.052 loss per share (down from AU$0.83 profit in FY 2023). Revenue: AU$1.98b (down 34% from FY 2023). Net loss: AU$98.9m (down 106% from profit in FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Aug 02Now 21% undervaluedOver the last 90 days, the stock has risen 3.4% to €20.30. The fair value is estimated to be €25.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Declared Dividend • Jun 21First half dividend of AU$0.15 announcedShareholders will receive a dividend of AU$0.15. Ex-date: 27th June 2024 Payment date: 26th August 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.8%.
Recent Insider Transactions • May 21Group CEO & Director recently sold €20m worth of stockOn the 15th of May, Gregory Goodman sold around 1m shares on-market at roughly €20.50 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €32m.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 33% to €19.20. The fair value is estimated to be €24.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Earnings per share has declined by 22%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 26% per annum over the same time period.
Reported Earnings • Feb 16First half 2024 earnings released: AU$0.12 loss per share (vs AU$0.58 profit in 1H 2023)First half 2024 results: AU$0.12 loss per share (down from AU$0.58 profit in 1H 2023). Revenue: AU$236.7m (down 87% from 1H 2023). Net loss: AU$220.1m (down 120% from profit in 1H 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.15 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 23 February 2024. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.8%).
공고 • Dec 14Goodman Group Announces Distribution for the Six Month Period Ended December 31, 2023, Payable on February 23, 2024Goodman Group announced the distribution of AUD 0.15000000 per unit for the six months period ending December 31, 2023, payable on February 23, 2024. Record date is on December 29, 2023 with Ex date is on December 28, 2023.
Recent Insider Transactions • Nov 23Deputy Group CEO recently sold €1.9m worth of stockOn the 16th of November, Anthony Rozic sold around 139k shares on-market at roughly €14.02 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €54m more than they bought in the last 12 months.
공고 • Nov 17+ 2 more updatesGoodman Group to Report First Half, 2024 Results on Feb 15, 2024Goodman Group announced that they will report first half, 2024 results on Feb 15, 2024
Recent Insider Transactions • Sep 19Group CEO & Director recently sold €12m worth of stockOn the 15th of September, Gregory Goodman sold around 839k shares on-market at roughly €13.80 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Gregory has been a net seller over the last 12 months, reducing personal holdings by €44m.
Recent Insider Transactions • Aug 25Deputy Group CEO recently sold €7.2m worth of stockOn the 24th of August, Anthony Rozic sold around 533k shares on-market at roughly €13.46 per share. This transaction amounted to 36% 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 €40m more than they bought in the last 12 months.
New Risk • Aug 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 79% Last year net profit margin: 163% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공고 • Aug 17+ 1 more updateGoodman Group Provides Distribution Guidance for the Fiscal Year 2024Goodman Group provides distribution guidance for the fiscal year 2024. The forecast distribution for fiscal year 2024 remains at 30.0 cents per security given the Group's activity levels and the current desire to remain in the lower half of financial risk management policy range for gearing.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: AU$0.83 (vs AU$1.83 in FY 2022)Full year 2023 results: EPS: AU$0.83 (down from AU$1.83 in FY 2022). Revenue: AU$1.97b (down 59% from FY 2022). Net income: AU$1.56b (down 54% from FY 2022). Profit margin: 79% (up from 71% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Industrial REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공고 • Jul 30Goodman Group to Report Fiscal Year 2023 Final Results on Sep 28, 2023Goodman Group announced that they will report fiscal year 2023 final results on Sep 28, 2023
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.15 per share at 1.5% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 25 August 2023. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.3%).
공고 • Jun 16Goodman Group Announces Fully Paid Ordinary/Units Stapled Securities Dividend for the Six Months Ended June 30, 2023, Payment Date of August 29, 2023Goodman Group announced Fully Paid Ordinary/Units Stapled Securities dividend of AUD 0.15000000 for the six months ended June 30, 2023. record date of June 30, 2023, Ex date of June 29, 2023 and payment date of August 29, 2023.
Recent Insider Transactions • May 28Board Member recently sold €12m worth of stockOn the 25th of May, Daniel Cornelius Peeters sold around 1m shares on-market at roughly €12.25 per share. This transaction amounted to 37% 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 €45m more than they bought in the last 12 months.
Recent Insider Transactions • May 17Insider recently sold €248k worth of stockOn the 15th of May, Andrew Eakin sold around 20k shares on-market at roughly €12.39 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €16m. Insiders have been net sellers, collectively disposing of €33m more than they bought in the last 12 months.
공고 • May 13Goodman Group Provides Earnings Guidance for the Year 2023Goodman Group provided earnings guidance for the year 2023. The company is positioned well for fiscal 2023, delivering a strong operational performance at the third quarter. As a result, guidance for fiscal 2023 Operating Earnings Per Security growth has increased to 15%.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director George Zoghbi was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be €14.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 4.5% per annum over the same time period.
Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 4.0%. The fair value is estimated to be €14.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.
Recent Insider Transactions • Mar 18Independent Non-Executive Director recently bought €64k worth of stockOn the 15th of March, Hilary Spann bought around 5k shares on-market at roughly €12.10 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €33m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Mar 01Group CEO & Director recently sold €16m worth of stockOn the 24th of February, Gregory Goodman sold around 1m shares on-market at roughly €12.69 per share. This transaction amounted to 3.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gregory's only on-market trade for the last 12 months.
Reported Earnings • Feb 17First half 2023 earnings released: EPS: AU$0.58 (vs AU$1.08 in 1H 2022)First half 2023 results: EPS: AU$0.58 (down from AU$1.08 in 1H 2022). Revenue: AU$1.02b (down 64% from 1H 2022). Net income: AU$1.10b (down 45% from 1H 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%).
공고 • Nov 23+ 2 more updatesGoodman Group to Report Fiscal Year 2023 Results on Aug 17, 2023Goodman Group announced that they will report fiscal year 2023 results on Aug 17, 2023
Recent Insider Transactions • Sep 29Independent Non-Executive Director recently bought €53k worth of stockOn the 23rd of September, Hilary Spann bought around 4k shares on-market at roughly €11.75 per share. This transaction increased Hilary's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €16m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Sep 15Insider recently sold €219k worth of stockOn the 12th of September, James Spence sold around 17k shares on-market at roughly €13.09 per share. This transaction amounted to 30% 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 €39m more than they bought in the last 12 months.
Reported Earnings • Aug 17Full year 2022 earnings releasedFull year 2022 results: Net income: AU$3.41b (up 48% from FY 2021).
Board Change • Jun 01Insufficient 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. 2 experienced directors. 5 highly experienced directors. Independent Director Mark Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 21Independent Director recently bought €63k worth of stockOn the 18th of May, Mark Johnson bought around 5k shares on-market at roughly €12.52 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €43m more in shares than they bought in the last 12 months.
Board Change • May 02Insufficient 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. 2 experienced directors. 5 highly experienced directors. Independent Director Mark Johnson was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 18First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$1.08 (up from AU$0.57 in 1H 2021). Revenue: AU$2.83b (up 51% from 1H 2021). Net income: AU$2.00b (up 92% from 1H 2021). Profit margin: 71% (up from 56% in 1H 2021). Revenue exceeded analyst estimates by 21%. Over the next year, revenue is forecast to decline by -54% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 24 February 2022. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Dec 21Deputy Group CEO recently sold €4.2m worth of stockOn the 14th of December, Anthony Rozic sold around 258k shares on-market at roughly €16.40 per share. In the last 3 months, they made an even bigger sale worth €5.8m. Insiders have been net sellers, collectively disposing of €43m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 10Deputy Group CEO recently sold €5.8m worth of stockOn the 5th of November, Anthony Rozic sold around 375k shares on-market at roughly €15.34 per share. In the last 3 months, there was an even bigger sale from another insider worth €21m. Insiders have been net sellers, collectively disposing of €32m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 22Group CEO & Director recently sold €2.6m worth of stockOn the 16th of September, Gregory Goodman sold around 1m shares on-market at roughly €1.78 per share. This was the largest sale by an insider in the last 3 months. Gregory has been a seller over the last 12 months, reducing personal holdings by €21m.
Recent Insider Transactions • Sep 11Deputy Group CEO recently bought €3.8m worth of stockOn the 6th of September, Anthony Rozic bought around 258k shares on-market at roughly €14.56 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €22m more in shares than they bought in the last 12 months.
Reported Earnings • Aug 13Full year 2021 earnings released: EPS AU$1.25 (vs AU$0.82 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$3.70b (up 46% from FY 2020). Net income: AU$2.31b (up 54% from FY 2020). Profit margin: 63% (up from 59% in FY 2020). The increase in margin was driven by higher revenue. Net asset value (NAV) per share: €4.45 (up 13% from FY 2020). The current share price is 217% higher than NAV per share. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.15 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 26 August 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.4%).
Recent Insider Transactions • May 28Group CEO & Director recently sold €7.3m worth of stockOn the 24th of May, Gregory Goodman sold around 600k shares on-market at roughly €12.12 per share. This was the largest sale by an insider in the last 3 months. Gregory has been a seller over the last 12 months, reducing personal holdings by €19m.
Is New 90 Day High Low • Feb 25New 90-day low: €10.65The company is down 4.0% from its price of €11.13 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.26 per share.
공고 • Nov 27+ 2 more updatesGoodman Group to Report First Half, 2021 Results on Feb 19, 2021Goodman Group announced that they will report first half, 2021 results on Feb 19, 2021
Recent Insider Transactions • Nov 13Deputy Group CEO recently sold €1.4m worth of stockOn the 5th of November, Anthony Rozic sold around 116k shares on-market at roughly €12.04 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Insiders have been net sellers, collectively disposing of €53m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 03New 90-day high: €11.55The company is up 11% from its price of €10.37 on 05 August 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.29 per share.
Recent Insider Transactions • Oct 27Independent Director recently bought €55k worth of stockOn the 22nd of October, Stephen Johns bought around 5k shares on-market at roughly €11.07 per share. In the last 3 months, they made an even bigger purchase worth €113k. Despite this recent purchase, insiders have collectively sold €51m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Oct 14Group CEO & Director recently sold €11m worth of stockOn the 8th of October, Gregory Goodman sold around 1m shares on-market at roughly €11.29 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Gregory has been a seller over the last 12 months, reducing personal holdings by €29m.
Recent Insider Transactions • Oct 06Insider recently bought €55k worth of stockOn the 1st of October, Peter Simmonds bought around 5k shares on-market at roughly €11.02 per share. In the last 3 months, they made an even bigger purchase worth €83k. Despite this recent purchase, insiders have collectively sold €40m more in shares than they bought in the last 12 months.
공고 • Oct 01Goodman Group to Report Q1, 2021 Results on Nov 05, 2020Goodman Group announced that they will report Q1, 2021 results at 10:25 PM, GMT Standard Time on Nov 05, 2020
Recent Insider Transactions • Sep 24Deputy Group CEO recently sold €5.7m worth of stockOn the 17th of September, Anthony Rozic sold around 500k shares on-market at roughly €11.43 per share. In the last 3 months, there was an even bigger sale from another insider worth €11m. Insiders have been net sellers, collectively disposing of €40m more than they bought in the last 12 months.
Is New 90 Day High Low • Sep 19New 90-day high: €11.48The company is up 26% from its price of €9.14 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.60 per share.