View ValuationWeir 향후 성장Future 기준 점검 3/6Weir (는) 각각 연간 13.7% 및 5.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.2% 로 예상됩니다.핵심 정보13.7%이익 성장률13.82%EPS 성장률Machinery 이익 성장13.7%매출 성장률5.7%향후 자기자본이익률16.16%애널리스트 커버리지Good마지막 업데이트06 Aug 2026최근 향후 성장 업데이트공고 • May 02The Weir Group PLC Reiterates Earnings Guidance for Fiscal Year 2026The Weir Group PLC reiterated earnings guidance for fiscal year 2026. For the period, the company reiterated full year guidance for growth in operating profit and operating margin.공고 • Jul 31+ 1 more updateThe Weir Group PLC Reiterates Earnings Guidance for the Fiscal Year 2025The Weir Group PLC reiterated earnings guidance for the fiscal year 2025. Fiscal Year Outlook: Constant currency revenue guidance reiterated, operating profit margin upgraded. The continued favourable backdrop in mining, combined with execution of Performance Excellence and contributions from Micromine underpin confidence in upgrading 2025 operating margin guidance to c.20%. This includes an additional £10 million underlying improvement in profitability offset by translational FX headwinds expected through the second half of the year.공고 • Nov 05The Weir Group plc Reiterates Earnings Guidance for the Full Year 2024The Weir Group PLC reiterated earnings guidance for the full year 2024. for the year, the company reiterate its guidance for growth in constant currency revenue and operating profit.공고 • Apr 27+ 1 more updatethe Weir Group plc Provides Earnings Guidance for the Year 2024The Weir Group PLC provided earnings guidance for the year 2024. For the period, the company expects that Robust demand for AM spares and brownfield OE solutions give confidence in full year trading in line with expectations for growth in constant currency revenue, profit and operating margin. Phasing of operating profit in 2024 is expected to be in line with typical seasonal patterns and operating margins are expected to increase year on year and sequentially through the year in line with historical norms and as further Performance Excellence benefits are realized.모든 업데이트 보기Recent updates분석 기사 • Aug 09Why Weir Group's (LON:WEIR) Shaky Earnings Are Just The Beginning Of Its ProblemsThe Weir Group PLC's ( LON:WEIR ) stock showed strength, with investors undeterred by its weak earnings report. While...Declared Dividend • Jul 31First half dividend increased to UK£0.20Dividend of UK£0.20 is 2.0% higher than last year. Ex-date: 1st October 2026 Payment date: 3rd November 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 30First half 2026 earnings released: EPS: UK£0.50 (vs UK£0.43 in 1H 2025)First half 2026 results: EPS: UK£0.50 (up from UK£0.43 in 1H 2025). Revenue: UK£1.27b (up 6.2% from 1H 2025). Net income: UK£128.6m (up 16% from 1H 2025). Profit margin: 10% (in line with 1H 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jul 29The Weir Group PLC Approves an Interim Dividend, Payable on November 3, 2026The Weir Group PLC approved an interim dividend of 20.0 pence per share (2025: 19.6 pence), representing a 2% increase on the prior year and reflecting confidence in achieving good growth in underlying EPS over the full year. The interim dividend will be paid on 3 November 2026 to Shareholders on the register on 2 October 2026. Ex-dividend date for interim dividend is 1 October 2026.내러티브 업데이트 • Jul 06WEIR: Mixed Broker Views And CEO Transition Will Shape Future Risk ProfileAnalysts have trimmed the fair value estimate for Weir Group from £25.90 to £25.00, reflecting slightly lower revenue growth assumptions, a modestly softer profit margin outlook and a higher discount rate, even as Street price targets have broadly moved higher in recent weeks. Analyst Commentary Recent Street research on Weir Group presents a mixed picture, with some higher price targets sitting alongside more cautious revisions.내러티브 업데이트 • Jun 22WEIR: Execution And Margins Will Support Higher Future P/E Under New LeadershipThe Weir Group analyst price target has been nudged slightly higher, with the fair value estimate increasing by about £0.09 to £32.55 as analysts factor in updated assumptions on discount rate, modestly adjusted growth and margin inputs, and a future P/E of roughly 27.5x. This is supported by recent research that includes one upgrade to Buy and several trimmed but still positive targets.공고 • Jun 11The Weir Group PLC to Report First Half, 2026 Results on Jul 29, 2026The Weir Group PLC announced that they will report first half, 2026 results on Jul 29, 2026내러티브 업데이트 • Jun 05WEIR: Execution And Margin Expansion Will Support Higher Future P/ENarrative Update on Weir Group The updated analyst price target for Weir Group has been reduced from about £33.55 to about £32.46. This reflects a series of lower Street targets in recent months as analysts factor in slightly higher discount rates and modestly adjusted growth expectations.새로운 내러티브 • May 24Digital Mining Expansion And Efficiency Gains Will Transform Long Term Earnings QualityCatalysts About Weir Group Weir Group is a focused technology partner to the mining industry, supplying mission critical engineered equipment and mining software solutions. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • May 03WEIR: M&A Execution And Margin Expansion Will Support Higher Future P/EThe analyst price target for Weir Group has been trimmed slightly to £33.55 from £34.09, reflecting recent mixed target revisions, where some banks raised their targets into the £3,200 to £3,800 range while others issued modest cuts. Analysts now factor in marginally lower revenue growth and profit margin assumptions, alongside a slightly higher future P/E multiple.공고 • May 02The Weir Group PLC Reiterates Earnings Guidance for Fiscal Year 2026The Weir Group PLC reiterated earnings guidance for fiscal year 2026. For the period, the company reiterated full year guidance for growth in operating profit and operating margin.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ravi Shankar Gopinath was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Apr 27CEO & Director exercised options and sold UK£793k worth of stockOn the 20th of April, Jonathan Stanton exercised options to acquire 26k shares at no cost and sold these for an average price of UK£30.98 per share. This trade did not impact their existing holding. For the year to December 2019, Jonathan's total compensation was 20% salary and 80% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Jonathan's direct individual holding has increased from 279.50k shares to 295.00k. Company insiders have collectively sold UK£4.0m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Apr 23Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.0%).내러티브 업데이트 • Apr 19WEIR: M&A Execution And Margin Expansion Are Expected To Support Future P/EAnalysts have trimmed their average price target on Weir Group by £0.04, reflecting recent mixed target revisions from banks such as Citi, JPMorgan, Deutsche Bank and Morgan Stanley, while fair value assumptions, discount rate and growth inputs remain broadly unchanged. Analyst Commentary Recent research shows a mix of optimism and caution on Weir Group, with several banks adjusting price targets while broadly maintaining existing ratings.내러티브 업데이트 • Apr 04WEIR: Future Execution And M&A Pipeline Are Expected To Support Higher P/EThe analyst price target for Weir Group has been trimmed slightly to £34.05 from £34.19, as analysts factor in a mix of recent target increases and reductions from major banks while keeping core assumptions on growth, margins and P/E broadly stable. Analyst Commentary Recent research on Weir Group reflects a mix of higher and lower price targets, with most adjustments clustering in the £32.00 to £38.00 range.공고 • Apr 02The Weir Group PLC Announces Board and Committee Changes, Effective April 30, 2026The Weir Group PLC announced that Ravi Gopinath is appointed to the Board as an independent Non-Executive Director with effect from the conclusion of the AGM on April 30, 2026. Ravi will join the Audit, and Safety, Sustainability and Technology Committees upon appointment. Ravi has held several senior leadership roles in industrial software and technology businesses. Most recently, he was Chief Product and Strategy Officer at AVEVA, the UK-listed industrial software company, having previously served as Chief Operating Officer. Ravi was also Executive Vice President of Software at Schneider Electric. Earlier in his career, Ravi held senior executive positions at Invensys, including President of the Software Business, and was previously Chief Executive Officer of Geometric Limited. Ravi has also held a number of non-executive director roles, including at the former FTSE 100 company Spectris plc. He is currently a non-executive director of Thermax Limited and Neuland Laboratories, both of which are listed in India. The Weir Group PLC also announced that Tracey Kerr will become a member of the Nomination Committee and Andy Agg will step down from the Nomination Committee, with effect from the conclusion of the AGM on April 30, 2026. Following Ravi's appointment, the Board Committee membership from the conclusion of the AGM on April 30, 2026 will be as follows: Audit Committee: Andy Agg (Committee Chair), Nick Anderson, Penny Freer, Tracey Kerr, Ravi Gopinath; Nomination Committee: Barbara Jeremiah (Board Chair and Committee Chair), Tracey Kerr, Nick Anderson, Dame Nicola Brewer; Remuneration Committee: Penny Freer (Committee Chair), Nick Anderson, Dame Nicola Brewer, Ben Magara; Safety, Sustainability & Technology Committee: Tracey Kerr (Committee Chair), Andy Agg, Dame Nicola Brewer, Ben Magara, Ravi Gopinath.공고 • Mar 24The Weir Group PLC, Annual General Meeting, Apr 30, 2026The Weir Group PLC, Annual General Meeting, Apr 30, 2026. Location: the companys head office, 1 west regent street, g2 1rw, glasgow United Kingdom내러티브 업데이트 • Mar 21WEIR: Higher P/E Assumptions Will Reflect Rising Execution ConfidenceAnalysts have nudged the fair value estimate for Weir Group higher to £34.19 from £33.89. This reflects a series of recent price target adjustments across the Street that collectively point to slightly stronger assumptions on growth and profitability.내러티브 업데이트 • Mar 06WEIR: Higher Assumed P/E Multiple Will Shape Future Upside PotentialThe updated analyst price target for Weir Group moves to £3,388 from £3,296, with analysts pointing to recent target increases from several banks and a modestly higher assumed future P/E multiple as key drivers. Analyst Commentary Bullish Takeaways Bullish analysts have lifted price targets into a £3,700 to £3,800 range, which sits above the updated blended target of £3,388, signaling that some see additional upside potential embedded in current assumptions.Declared Dividend • Mar 06Final dividend of UK£0.22 announcedDividend of UK£0.22 is the same as last year. Ex-date: 30th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.96 (down from UK£1.22 in FY 2024). Revenue: UK£2.56b (up 2.4% from FY 2024). Net income: UK£246.9m (down 22% from FY 2024). Profit margin: 9.6% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.새로운 내러티브 • Mar 05Aftermarket Dependence And Slowing Digital Adoption Will Pressure Margins Over TimeCatalysts About Weir Group Weir Group supplies engineered hardware and software solutions to the global mining industry, with a focus on mission critical equipment, aftermarket services and mining technology. What are the underlying business or industry changes driving this perspective?공고 • Mar 05+ 1 more updateThe Weir Group PLC Recommends Final Dividend for the Year Ended December 31, 2025, Payable on May 29, 2026The Weir Group PLC recommended a final dividend of 22.1 pence per share for the year ended December 31, 2025, payable on May 29, 2026. This equates to a total full year dividend of 41.7 pence per share, in line with the policy to pay out 33% of adjusted earnings per share (EPS) and represents an increase of 4% on the prior year. The final dividend will be paid on 29 May 2026 to shareholders on the register on 1 May 2026.내러티브 업데이트 • Feb 20WEIR: Minerals Aftermarket, Saudi JV And M&A Will Shape Future ExecutionNarrative Update: Weir Group The analyst price target for Weir Group has been revised higher to £3,296 from £3,221, reflecting updated assumptions on fair value and future P/E after several banks lifted their targets in recent research. Analyst Commentary Recent price target moves for Weir Group have clustered around the £3,280 to £3,296 range, with several bullish analysts lifting their fair value assumptions in quick succession.내러티브 업데이트 • Feb 06WEIR: Minerals Aftermarket Delivery And M&A Will Shape Balanced Future ExecutionThe analyst price target for Weir Group edges higher to £32.21 from £31.78, with analysts pointing to recent target increases from several banks and updated P/E and margin assumptions to support the revised view. Analyst Commentary Recent Street research has clustered around higher price targets for Weir Group, with several bullish analysts recalibrating their models to reflect revised P/E and margin assumptions.내러티브 업데이트 • Jan 23WEIR: Minerals Aftermarket Delivery And M&A Execution Will Drive Balanced Future ReturnsThe updated analyst price target for Weir Group has moved slightly higher to £31.78 from £31.23. This change reflects recent target increases reported by several banks and analyst expectations for higher revenue growth and a modestly higher future P/E, partly offset by slightly lower profit margin assumptions.공고 • Jan 22The Weir Group PLC to Report Fiscal Year 2025 Results on Mar 04, 2026The Weir Group PLC announced that they will report fiscal year 2025 results on Mar 04, 2026분석 기사 • Jan 17At UK£30.88, Is It Time To Put The Weir Group PLC (LON:WEIR) On Your Watch List?Let's talk about the popular The Weir Group PLC ( LON:WEIR ). The company's shares saw a double-digit share price rise...내러티브 업데이트 • Jan 06WEIR: Minerals Aftermarket Execution And M&A Plans Will Shape Balanced Future UpsideOur analyst price target for Weir Group is unchanged. This reflects a balance between a higher Street target from £29.50 to £33.00 and a £29.00 target paired with a downgrade to Neutral, with analysts pointing to limited near term upside given recent order patterns and the higher bar for Q4 Minerals Aftermarket performance.분석 기사 • Dec 30Here's Why We Think Weir Group (LON:WEIR) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Dec 15WEIR: Margin Discipline And Mining Demand Will Support Balanced Future UpsideAnalysts have nudged their price target for Weir Group slightly higher, reflecting a modest uplift in fair value to about £31.23 as they balance JPMorgan's increased optimism with Goldman's more cautious stance amid slowing Minerals Aftermarket orders and fewer large Q3 contracts. Analyst Commentary Street research on Weir Group presents a mixed but generally constructive picture, with bullish analysts pointing to improved earnings power and cautious voices highlighting execution risk in the near term.내러티브 업데이트 • Nov 29WEIR: Margin Expansion Will Drive Long-Term Upside Despite Near-Term Order RisksWeir Group’s analyst price target has increased modestly from £30.99 to £31.15. Analysts highlight a higher profit margin forecast, but also note tempered revenue growth expectations and limited near-term upside due to order trends.분석 기사 • Nov 27Returns Are Gaining Momentum At Weir Group (LON:WEIR)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...내러티브 업데이트 • Nov 15WEIR: Margin Expansion Will Offset Recent Order Uncertainties Going ForwardAnalysts have increased their price target for Weir Group to approximately £31 from £29, reflecting improved profit margin outlooks even though revenue growth expectations are more moderate. Analyst Commentary Recent analyst reports highlight both optimism and caution regarding Weir Group's financial prospects and share performance.분석 기사 • Nov 14Getting In Cheap On The Weir Group PLC (LON:WEIR) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 23.4x The Weir Group PLC ( LON:WEIR ) may be sending bearish signals at...내러티브 업데이트 • Oct 31WEIR: Confidence In Core Market Momentum Will Offset Macro Uncertainties AheadAnalysts have raised Weir Group's price target from £29.15 to £29.32, reflecting increased confidence in the company's performance after positive revisions to its fair value and outlook metrics. Analyst Commentary Analyst updates have underlined key themes shaping sentiment on Weir Group, with a recent notable move in the price target by JPMorgan signaling shifting perspectives.분석 기사 • Oct 29Weir Group (LON:WEIR) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to UK£28.74. The fair value is estimated to be UK£23.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.내러티브 업데이트 • Oct 17Energy Transition And Policies Will Unlock New Mining OpportunitiesNarrative Update: Weir Group Analyst Price Target Increased Analysts have raised their price target for Weir Group from £29.00 to £33.00, citing improved revenue growth expectations and a stable outlook, even though there is a slight reduction in profit margin forecasts. Analyst Commentary Bullish Takeaways Bullish analysts have lifted their price targets in response to Weir Group's recent revenue momentum, suggesting increased confidence in the company's growth trajectory.내러티브 업데이트 • Oct 03Energy Transition And Policies Will Unlock New Mining OpportunitiesWeir Group's analyst price target was slightly reduced from £25.70 to £25.50. Analysts cite minor adjustments to growth forecasts and profitability assumptions in their updated models.분석 기사 • Sep 28Is The Weir Group PLC (LON:WEIR) Potentially Undervalued?The Weir Group PLC ( LON:WEIR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...Upcoming Dividend • Sep 25Upcoming dividend of UK£0.20 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (2.2%).분석 기사 • Sep 14Calculating The Fair Value Of The Weir Group PLC (LON:WEIR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Weir Group fair value estimate is UK£23.99 With UK£26.06 share...분석 기사 • Aug 18Weir Group's (LON:WEIR) Returns On Capital Are Heading HigherLSE:WEIR 1 Year Share Price vs Fair Value Explore Weir Group's Fair Values from the Community and select yours To find...Declared Dividend • Aug 04First half dividend increased to UK£0.20Dividend of UK£0.20 is 9.5% higher than last year. Ex-date: 2nd October 2025 Payment date: 4th November 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01First half 2025 earnings: EPS and revenues miss analyst expectationsFirst half 2025 results: EPS: UK£0.44 (down from UK£0.46 in 1H 2024). Revenue: UK£1.19b (down 1.0% from 1H 2024). Net income: UK£112.5m (down 4.5% from 1H 2024). Profit margin: 9.4% (in line with 1H 2024). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.공고 • Jul 31+ 1 more updateThe Weir Group PLC Reiterates Earnings Guidance for the Fiscal Year 2025The Weir Group PLC reiterated earnings guidance for the fiscal year 2025. Fiscal Year Outlook: Constant currency revenue guidance reiterated, operating profit margin upgraded. The continued favourable backdrop in mining, combined with execution of Performance Excellence and contributions from Micromine underpin confidence in upgrading 2025 operating margin guidance to c.20%. This includes an additional £10 million underlying improvement in profitability offset by translational FX headwinds expected through the second half of the year.공고 • May 02The Weir Group plc Announces Executive ChangesThe Weir Group PLC has completed the acquisition of Mining Software Holdings Pty Ltd. ("Micromine"), effective 30 April 2025. The business will be led by Kristen Walsh, previously Regional Managing Director of Minerals APAC, who is appointed Division President, Digital Solutions and joins the Group Executive reporting to Jon Stanton. Andrew Birch, the current CEO of Micromine, will remain with Weir for up to 12 months supporting Kristen in an advisory capacity.공고 • Apr 30The Weir Group PLC (LSE:WEIR) completed the acquisition of Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others.The Weir Group PLC (LSE:WEIR) agreed to acquire Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others for an enterprise value of AUD 1.3 billion on February 28, 2025. The deal is expected to close in Q2 2025. The EPS is expected to be accretive in the first full year of ownership. The deal will be financed with existing cash and new acquisition debt. The transaction is subject to clearance by the Foreign Investment Review Board of Australia. As of April 24, 2025, The Weir Group anticipate the acquisition to close the week commencing April 28, 2025. J.P. Morgan Securities plc acted as a financial adviser to The Weir Group PLC. The Weir Group PLC (LSE:WEIR) completed the acquisition of Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others on April 30, 2025. Rebecca Maslen-Stannage, Mia Harrison-Kelf, Mike Flockhart, Gabrielle Wong, Kristen Roberts, Patrick Lowden, Stephanie Panayi, Kyriakos Fountoukakos, Tess Mierendorff, Peter Jones, and Michael Gonski, Ying Yi Soh, Rommo Pandit, Camille Puech-Baron and Stacey Pang of Herbert Smith Freehills LLP acted as legal advisor to The Weir Group PLC. Andrew Williams, Keith Robinson, Adeline Brosnan, Ruveni Kelleher, David Beckett and David Li of Johnson Winter & Slattery acted as legal advisor to Potentia Capital Pty. Ltd.Upcoming Dividend • Apr 10Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 17 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (2.7%).Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to UK£20.52. The fair value is estimated to be UK£26.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.Declared Dividend • Mar 03Final dividend increased to UK£0.22Dividend of UK£0.22 is 6.3% higher than last year. Ex-date: 17th April 2025 Payment date: 30th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.새로운 내러티브 • Mar 02Micromine Acquisition Will Transform Company's Role In Mining Industry With Digital Optimization The acquisition of Micromine is set to transform Weir Group into a leading digital optimization platform, driving significant revenue and sustainability benefits. 공고 • Mar 01The Weir Group PLC, Annual General Meeting, Apr 24, 2025The Weir Group PLC, Annual General Meeting, Apr 24, 2025.Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.46 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.46 (down from UK£0.49 in 1H 2023). Revenue: UK£1.21b (down 7.1% from 1H 2023). Net income: UK£117.8m (down 6.8% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 4 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.Buy Or Sell Opportunity • Feb 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to UK£24.30. The fair value is estimated to be UK£19.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.공고 • Jan 27The Weir Group PLC to Report Fiscal Year 2024 Results on Mar 04, 2025The Weir Group PLC announced that they will report fiscal year 2024 results on Mar 04, 2025Buy Or Sell Opportunity • Jan 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to UK£24.16. The fair value is estimated to be UK£20.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.공고 • Nov 05The Weir Group plc Reiterates Earnings Guidance for the Full Year 2024The Weir Group PLC reiterated earnings guidance for the full year 2024. for the year, the company reiterate its guidance for growth in constant currency revenue and operating profit.Upcoming Dividend • Sep 26Upcoming dividend of UK£0.18 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (2.3%).Declared Dividend • Aug 02First half dividend increased to UK£0.18Dividend of UK£0.18 is 0.6% higher than last year. Ex-date: 3rd October 2024 Payment date: 1st November 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.46 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.46 (down from UK£0.49 in 1H 2023). Revenue: UK£1.21b (down 7.1% from 1H 2023). Net income: UK£117.8m (down 6.8% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공고 • Jul 30The Weir Group plc Approves Interim Dividend, Payable on 1 November 2024The Board The Weir Group PLC has approved an interim dividend of 17.9 pence per share (2023: 17.8 pence). This is in line with policy of distributing one third of adjusted EPS and represents a 1% increase on the prior year. The interim dividend will be paid on 1 November 2024 to Shareholders on the register on 4 October 2024.Buy Or Sell Opportunity • Jul 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to UK£19.67. The fair value is estimated to be UK£24.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공고 • Jul 04The Weir Group PLC to Report First Half, 2024 Results on Jul 30, 2024The Weir Group PLC announced that they will report first half, 2024 results on Jul 30, 2024Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to UK£19.58. The fair value is estimated to be UK£24.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Nick Anderson was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • May 16The Weir Group plc Announces Board ChangesThe Weir Group PLC announced that Nick Anderson has been appointed to the Board as an independent Non-Executive Director with effect from 15 May 2024. Nick will join the Audit, Nomination and Remuneration Committees upon appointment. Nick retired from Spirax-Sarco Engineering plc in January this year after 10 years as Group Chief Executive of the FTSE 100 industrial engineering company. Nick joined Spirax-Sarco in 2011 as Director EMEA for the Group's Steam Specialities business. He was appointed to the Board in March 2012, became Chief Operating Officer in August 2013 and Group Chief Executive in January 2014. Prior to Spirax-Sarco, Nick worked for Smiths Group plc as Vice-President of John Crane Asia Pacific based in Singapore and President of John Crane Latin America, based in the US. Nick has also worked for Alcoa Aluminio in Brazil and Argentina and for the Foseco Minsep Group plc in Brazil. Weir also announces that independent Non-Executive Director, Stephen Young has informed the Board of his intention to retire for personal reasons with effect from 31 July 2024. Upon the retirement of Stephen, Andy Agg will succeed Stephen as Chair of the Audit Committee. At the date of this announcement, Nick is currently a non-executive director of BAE Systems plc and has been appointed as a non-executive director of Spectris plc with effect from 1 June 2024.공고 • Apr 27+ 1 more updatethe Weir Group plc Provides Earnings Guidance for the Year 2024The Weir Group PLC provided earnings guidance for the year 2024. For the period, the company expects that Robust demand for AM spares and brownfield OE solutions give confidence in full year trading in line with expectations for growth in constant currency revenue, profit and operating margin. Phasing of operating profit in 2024 is expected to be in line with typical seasonal patterns and operating margins are expected to increase year on year and sequentially through the year in line with historical norms and as further Performance Excellence benefits are realized.Upcoming Dividend • Apr 11Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (2.1%).이익 및 매출 성장 예측LSE:WEIR - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20283,0994054065101712/31/20272,9283643575081912/31/20262,757318281380196/30/20262,639264295369N/A3/31/20262,602256308377N/A12/31/20252,565247320385N/A9/30/20252,529277336406N/A6/30/20252,493309353427N/A3/31/20252,499312365438N/A12/31/20242,506315377450N/A6/30/20242,543221328408N/A3/31/20242,590225318401N/A12/31/20232,636229308394N/A6/30/20232,676247315394N/A3/31/20232,574229286357N/A12/31/20222,472212258321N/A6/30/20222,1291724998N/A3/31/20222,03116376127N/A12/31/20211,934155103156N/A9/30/20211,944151132186N/A6/30/20211,955147161216N/A3/31/20211,960140178241N/A12/31/20201,965133195266N/A9/30/20201,798131260345N/A6/30/20201,631128326424N/A3/31/20201,840136N/A344N/A12/31/20192,050144N/A264N/A9/30/20192,382105N/A186N/A6/30/20192,71467N/A109N/A3/31/20192,58260N/A164N/A12/31/20182,45053N/A218N/A9/30/20182,289120N/A198N/A6/30/20182,129188N/A177N/A3/31/20182,057186N/A153N/A12/31/20171,986185N/A128N/A9/30/20171,943133N/A142N/A6/30/20171,90181N/A156N/A3/31/20171,87362N/A186N/A12/31/20161,84543N/A216N/A9/30/20161,805-63N/A235N/A6/30/20161,765-170N/A254N/A3/31/20161,822-163N/A282N/A1/1/20161,880-156N/A310N/A10/1/20152,078-80N/A334N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: WEIR 의 연간 예상 수익 증가율(13.7%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: WEIR 의 연간 수익(13.7%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: WEIR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: WEIR 의 수익(연간 5.7%)이 UK 시장(연간 3.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: WEIR 의 수익(연간 5.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: WEIR의 자본 수익률은 3년 후 16.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/14 23:31종가2026/08/14 00:00수익2026/06/30연간 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 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 소스Weir PLC는 36명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jonathan HurnBarclaysNick WebsterBarclaysAndrew SimmsBerenberg33명의 분석가 더 보기
공고 • May 02The Weir Group PLC Reiterates Earnings Guidance for Fiscal Year 2026The Weir Group PLC reiterated earnings guidance for fiscal year 2026. For the period, the company reiterated full year guidance for growth in operating profit and operating margin.
공고 • Jul 31+ 1 more updateThe Weir Group PLC Reiterates Earnings Guidance for the Fiscal Year 2025The Weir Group PLC reiterated earnings guidance for the fiscal year 2025. Fiscal Year Outlook: Constant currency revenue guidance reiterated, operating profit margin upgraded. The continued favourable backdrop in mining, combined with execution of Performance Excellence and contributions from Micromine underpin confidence in upgrading 2025 operating margin guidance to c.20%. This includes an additional £10 million underlying improvement in profitability offset by translational FX headwinds expected through the second half of the year.
공고 • Nov 05The Weir Group plc Reiterates Earnings Guidance for the Full Year 2024The Weir Group PLC reiterated earnings guidance for the full year 2024. for the year, the company reiterate its guidance for growth in constant currency revenue and operating profit.
공고 • Apr 27+ 1 more updatethe Weir Group plc Provides Earnings Guidance for the Year 2024The Weir Group PLC provided earnings guidance for the year 2024. For the period, the company expects that Robust demand for AM spares and brownfield OE solutions give confidence in full year trading in line with expectations for growth in constant currency revenue, profit and operating margin. Phasing of operating profit in 2024 is expected to be in line with typical seasonal patterns and operating margins are expected to increase year on year and sequentially through the year in line with historical norms and as further Performance Excellence benefits are realized.
분석 기사 • Aug 09Why Weir Group's (LON:WEIR) Shaky Earnings Are Just The Beginning Of Its ProblemsThe Weir Group PLC's ( LON:WEIR ) stock showed strength, with investors undeterred by its weak earnings report. While...
Declared Dividend • Jul 31First half dividend increased to UK£0.20Dividend of UK£0.20 is 2.0% higher than last year. Ex-date: 1st October 2026 Payment date: 3rd November 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 30First half 2026 earnings released: EPS: UK£0.50 (vs UK£0.43 in 1H 2025)First half 2026 results: EPS: UK£0.50 (up from UK£0.43 in 1H 2025). Revenue: UK£1.27b (up 6.2% from 1H 2025). Net income: UK£128.6m (up 16% from 1H 2025). Profit margin: 10% (in line with 1H 2025). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jul 29The Weir Group PLC Approves an Interim Dividend, Payable on November 3, 2026The Weir Group PLC approved an interim dividend of 20.0 pence per share (2025: 19.6 pence), representing a 2% increase on the prior year and reflecting confidence in achieving good growth in underlying EPS over the full year. The interim dividend will be paid on 3 November 2026 to Shareholders on the register on 2 October 2026. Ex-dividend date for interim dividend is 1 October 2026.
내러티브 업데이트 • Jul 06WEIR: Mixed Broker Views And CEO Transition Will Shape Future Risk ProfileAnalysts have trimmed the fair value estimate for Weir Group from £25.90 to £25.00, reflecting slightly lower revenue growth assumptions, a modestly softer profit margin outlook and a higher discount rate, even as Street price targets have broadly moved higher in recent weeks. Analyst Commentary Recent Street research on Weir Group presents a mixed picture, with some higher price targets sitting alongside more cautious revisions.
내러티브 업데이트 • Jun 22WEIR: Execution And Margins Will Support Higher Future P/E Under New LeadershipThe Weir Group analyst price target has been nudged slightly higher, with the fair value estimate increasing by about £0.09 to £32.55 as analysts factor in updated assumptions on discount rate, modestly adjusted growth and margin inputs, and a future P/E of roughly 27.5x. This is supported by recent research that includes one upgrade to Buy and several trimmed but still positive targets.
공고 • Jun 11The Weir Group PLC to Report First Half, 2026 Results on Jul 29, 2026The Weir Group PLC announced that they will report first half, 2026 results on Jul 29, 2026
내러티브 업데이트 • Jun 05WEIR: Execution And Margin Expansion Will Support Higher Future P/ENarrative Update on Weir Group The updated analyst price target for Weir Group has been reduced from about £33.55 to about £32.46. This reflects a series of lower Street targets in recent months as analysts factor in slightly higher discount rates and modestly adjusted growth expectations.
새로운 내러티브 • May 24Digital Mining Expansion And Efficiency Gains Will Transform Long Term Earnings QualityCatalysts About Weir Group Weir Group is a focused technology partner to the mining industry, supplying mission critical engineered equipment and mining software solutions. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • May 03WEIR: M&A Execution And Margin Expansion Will Support Higher Future P/EThe analyst price target for Weir Group has been trimmed slightly to £33.55 from £34.09, reflecting recent mixed target revisions, where some banks raised their targets into the £3,200 to £3,800 range while others issued modest cuts. Analysts now factor in marginally lower revenue growth and profit margin assumptions, alongside a slightly higher future P/E multiple.
공고 • May 02The Weir Group PLC Reiterates Earnings Guidance for Fiscal Year 2026The Weir Group PLC reiterated earnings guidance for fiscal year 2026. For the period, the company reiterated full year guidance for growth in operating profit and operating margin.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Ravi Shankar Gopinath was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Apr 27CEO & Director exercised options and sold UK£793k worth of stockOn the 20th of April, Jonathan Stanton exercised options to acquire 26k shares at no cost and sold these for an average price of UK£30.98 per share. This trade did not impact their existing holding. For the year to December 2019, Jonathan's total compensation was 20% salary and 80% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Jonathan's direct individual holding has increased from 279.50k shares to 295.00k. Company insiders have collectively sold UK£4.0m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Apr 23Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 30 April 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.0%).
내러티브 업데이트 • Apr 19WEIR: M&A Execution And Margin Expansion Are Expected To Support Future P/EAnalysts have trimmed their average price target on Weir Group by £0.04, reflecting recent mixed target revisions from banks such as Citi, JPMorgan, Deutsche Bank and Morgan Stanley, while fair value assumptions, discount rate and growth inputs remain broadly unchanged. Analyst Commentary Recent research shows a mix of optimism and caution on Weir Group, with several banks adjusting price targets while broadly maintaining existing ratings.
내러티브 업데이트 • Apr 04WEIR: Future Execution And M&A Pipeline Are Expected To Support Higher P/EThe analyst price target for Weir Group has been trimmed slightly to £34.05 from £34.19, as analysts factor in a mix of recent target increases and reductions from major banks while keeping core assumptions on growth, margins and P/E broadly stable. Analyst Commentary Recent research on Weir Group reflects a mix of higher and lower price targets, with most adjustments clustering in the £32.00 to £38.00 range.
공고 • Apr 02The Weir Group PLC Announces Board and Committee Changes, Effective April 30, 2026The Weir Group PLC announced that Ravi Gopinath is appointed to the Board as an independent Non-Executive Director with effect from the conclusion of the AGM on April 30, 2026. Ravi will join the Audit, and Safety, Sustainability and Technology Committees upon appointment. Ravi has held several senior leadership roles in industrial software and technology businesses. Most recently, he was Chief Product and Strategy Officer at AVEVA, the UK-listed industrial software company, having previously served as Chief Operating Officer. Ravi was also Executive Vice President of Software at Schneider Electric. Earlier in his career, Ravi held senior executive positions at Invensys, including President of the Software Business, and was previously Chief Executive Officer of Geometric Limited. Ravi has also held a number of non-executive director roles, including at the former FTSE 100 company Spectris plc. He is currently a non-executive director of Thermax Limited and Neuland Laboratories, both of which are listed in India. The Weir Group PLC also announced that Tracey Kerr will become a member of the Nomination Committee and Andy Agg will step down from the Nomination Committee, with effect from the conclusion of the AGM on April 30, 2026. Following Ravi's appointment, the Board Committee membership from the conclusion of the AGM on April 30, 2026 will be as follows: Audit Committee: Andy Agg (Committee Chair), Nick Anderson, Penny Freer, Tracey Kerr, Ravi Gopinath; Nomination Committee: Barbara Jeremiah (Board Chair and Committee Chair), Tracey Kerr, Nick Anderson, Dame Nicola Brewer; Remuneration Committee: Penny Freer (Committee Chair), Nick Anderson, Dame Nicola Brewer, Ben Magara; Safety, Sustainability & Technology Committee: Tracey Kerr (Committee Chair), Andy Agg, Dame Nicola Brewer, Ben Magara, Ravi Gopinath.
공고 • Mar 24The Weir Group PLC, Annual General Meeting, Apr 30, 2026The Weir Group PLC, Annual General Meeting, Apr 30, 2026. Location: the companys head office, 1 west regent street, g2 1rw, glasgow United Kingdom
내러티브 업데이트 • Mar 21WEIR: Higher P/E Assumptions Will Reflect Rising Execution ConfidenceAnalysts have nudged the fair value estimate for Weir Group higher to £34.19 from £33.89. This reflects a series of recent price target adjustments across the Street that collectively point to slightly stronger assumptions on growth and profitability.
내러티브 업데이트 • Mar 06WEIR: Higher Assumed P/E Multiple Will Shape Future Upside PotentialThe updated analyst price target for Weir Group moves to £3,388 from £3,296, with analysts pointing to recent target increases from several banks and a modestly higher assumed future P/E multiple as key drivers. Analyst Commentary Bullish Takeaways Bullish analysts have lifted price targets into a £3,700 to £3,800 range, which sits above the updated blended target of £3,388, signaling that some see additional upside potential embedded in current assumptions.
Declared Dividend • Mar 06Final dividend of UK£0.22 announcedDividend of UK£0.22 is the same as last year. Ex-date: 30th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.96 (down from UK£1.22 in FY 2024). Revenue: UK£2.56b (up 2.4% from FY 2024). Net income: UK£246.9m (down 22% from FY 2024). Profit margin: 9.6% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
새로운 내러티브 • Mar 05Aftermarket Dependence And Slowing Digital Adoption Will Pressure Margins Over TimeCatalysts About Weir Group Weir Group supplies engineered hardware and software solutions to the global mining industry, with a focus on mission critical equipment, aftermarket services and mining technology. What are the underlying business or industry changes driving this perspective?
공고 • Mar 05+ 1 more updateThe Weir Group PLC Recommends Final Dividend for the Year Ended December 31, 2025, Payable on May 29, 2026The Weir Group PLC recommended a final dividend of 22.1 pence per share for the year ended December 31, 2025, payable on May 29, 2026. This equates to a total full year dividend of 41.7 pence per share, in line with the policy to pay out 33% of adjusted earnings per share (EPS) and represents an increase of 4% on the prior year. The final dividend will be paid on 29 May 2026 to shareholders on the register on 1 May 2026.
내러티브 업데이트 • Feb 20WEIR: Minerals Aftermarket, Saudi JV And M&A Will Shape Future ExecutionNarrative Update: Weir Group The analyst price target for Weir Group has been revised higher to £3,296 from £3,221, reflecting updated assumptions on fair value and future P/E after several banks lifted their targets in recent research. Analyst Commentary Recent price target moves for Weir Group have clustered around the £3,280 to £3,296 range, with several bullish analysts lifting their fair value assumptions in quick succession.
내러티브 업데이트 • Feb 06WEIR: Minerals Aftermarket Delivery And M&A Will Shape Balanced Future ExecutionThe analyst price target for Weir Group edges higher to £32.21 from £31.78, with analysts pointing to recent target increases from several banks and updated P/E and margin assumptions to support the revised view. Analyst Commentary Recent Street research has clustered around higher price targets for Weir Group, with several bullish analysts recalibrating their models to reflect revised P/E and margin assumptions.
내러티브 업데이트 • Jan 23WEIR: Minerals Aftermarket Delivery And M&A Execution Will Drive Balanced Future ReturnsThe updated analyst price target for Weir Group has moved slightly higher to £31.78 from £31.23. This change reflects recent target increases reported by several banks and analyst expectations for higher revenue growth and a modestly higher future P/E, partly offset by slightly lower profit margin assumptions.
공고 • Jan 22The Weir Group PLC to Report Fiscal Year 2025 Results on Mar 04, 2026The Weir Group PLC announced that they will report fiscal year 2025 results on Mar 04, 2026
분석 기사 • Jan 17At UK£30.88, Is It Time To Put The Weir Group PLC (LON:WEIR) On Your Watch List?Let's talk about the popular The Weir Group PLC ( LON:WEIR ). The company's shares saw a double-digit share price rise...
내러티브 업데이트 • Jan 06WEIR: Minerals Aftermarket Execution And M&A Plans Will Shape Balanced Future UpsideOur analyst price target for Weir Group is unchanged. This reflects a balance between a higher Street target from £29.50 to £33.00 and a £29.00 target paired with a downgrade to Neutral, with analysts pointing to limited near term upside given recent order patterns and the higher bar for Q4 Minerals Aftermarket performance.
분석 기사 • Dec 30Here's Why We Think Weir Group (LON:WEIR) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 • Dec 15WEIR: Margin Discipline And Mining Demand Will Support Balanced Future UpsideAnalysts have nudged their price target for Weir Group slightly higher, reflecting a modest uplift in fair value to about £31.23 as they balance JPMorgan's increased optimism with Goldman's more cautious stance amid slowing Minerals Aftermarket orders and fewer large Q3 contracts. Analyst Commentary Street research on Weir Group presents a mixed but generally constructive picture, with bullish analysts pointing to improved earnings power and cautious voices highlighting execution risk in the near term.
내러티브 업데이트 • Nov 29WEIR: Margin Expansion Will Drive Long-Term Upside Despite Near-Term Order RisksWeir Group’s analyst price target has increased modestly from £30.99 to £31.15. Analysts highlight a higher profit margin forecast, but also note tempered revenue growth expectations and limited near-term upside due to order trends.
분석 기사 • Nov 27Returns Are Gaining Momentum At Weir Group (LON:WEIR)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
내러티브 업데이트 • Nov 15WEIR: Margin Expansion Will Offset Recent Order Uncertainties Going ForwardAnalysts have increased their price target for Weir Group to approximately £31 from £29, reflecting improved profit margin outlooks even though revenue growth expectations are more moderate. Analyst Commentary Recent analyst reports highlight both optimism and caution regarding Weir Group's financial prospects and share performance.
분석 기사 • Nov 14Getting In Cheap On The Weir Group PLC (LON:WEIR) Is UnlikelyWith a price-to-earnings (or "P/E") ratio of 23.4x The Weir Group PLC ( LON:WEIR ) may be sending bearish signals at...
내러티브 업데이트 • Oct 31WEIR: Confidence In Core Market Momentum Will Offset Macro Uncertainties AheadAnalysts have raised Weir Group's price target from £29.15 to £29.32, reflecting increased confidence in the company's performance after positive revisions to its fair value and outlook metrics. Analyst Commentary Analyst updates have underlined key themes shaping sentiment on Weir Group, with a recent notable move in the price target by JPMorgan signaling shifting perspectives.
분석 기사 • Oct 29Weir Group (LON:WEIR) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Oct 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to UK£28.74. The fair value is estimated to be UK£23.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
내러티브 업데이트 • Oct 17Energy Transition And Policies Will Unlock New Mining OpportunitiesNarrative Update: Weir Group Analyst Price Target Increased Analysts have raised their price target for Weir Group from £29.00 to £33.00, citing improved revenue growth expectations and a stable outlook, even though there is a slight reduction in profit margin forecasts. Analyst Commentary Bullish Takeaways Bullish analysts have lifted their price targets in response to Weir Group's recent revenue momentum, suggesting increased confidence in the company's growth trajectory.
내러티브 업데이트 • Oct 03Energy Transition And Policies Will Unlock New Mining OpportunitiesWeir Group's analyst price target was slightly reduced from £25.70 to £25.50. Analysts cite minor adjustments to growth forecasts and profitability assumptions in their updated models.
분석 기사 • Sep 28Is The Weir Group PLC (LON:WEIR) Potentially Undervalued?The Weir Group PLC ( LON:WEIR ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Upcoming Dividend • Sep 25Upcoming dividend of UK£0.20 per shareEligible shareholders must have bought the stock before 02 October 2025. Payment date: 04 November 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (2.2%).
분석 기사 • Sep 14Calculating The Fair Value Of The Weir Group PLC (LON:WEIR)Key Insights Using the 2 Stage Free Cash Flow to Equity, Weir Group fair value estimate is UK£23.99 With UK£26.06 share...
분석 기사 • Aug 18Weir Group's (LON:WEIR) Returns On Capital Are Heading HigherLSE:WEIR 1 Year Share Price vs Fair Value Explore Weir Group's Fair Values from the Community and select yours To find...
Declared Dividend • Aug 04First half dividend increased to UK£0.20Dividend of UK£0.20 is 9.5% higher than last year. Ex-date: 2nd October 2025 Payment date: 4th November 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01First half 2025 earnings: EPS and revenues miss analyst expectationsFirst half 2025 results: EPS: UK£0.44 (down from UK£0.46 in 1H 2024). Revenue: UK£1.19b (down 1.0% from 1H 2024). Net income: UK£112.5m (down 4.5% from 1H 2024). Profit margin: 9.4% (in line with 1H 2024). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.
공고 • Jul 31+ 1 more updateThe Weir Group PLC Reiterates Earnings Guidance for the Fiscal Year 2025The Weir Group PLC reiterated earnings guidance for the fiscal year 2025. Fiscal Year Outlook: Constant currency revenue guidance reiterated, operating profit margin upgraded. The continued favourable backdrop in mining, combined with execution of Performance Excellence and contributions from Micromine underpin confidence in upgrading 2025 operating margin guidance to c.20%. This includes an additional £10 million underlying improvement in profitability offset by translational FX headwinds expected through the second half of the year.
공고 • May 02The Weir Group plc Announces Executive ChangesThe Weir Group PLC has completed the acquisition of Mining Software Holdings Pty Ltd. ("Micromine"), effective 30 April 2025. The business will be led by Kristen Walsh, previously Regional Managing Director of Minerals APAC, who is appointed Division President, Digital Solutions and joins the Group Executive reporting to Jon Stanton. Andrew Birch, the current CEO of Micromine, will remain with Weir for up to 12 months supporting Kristen in an advisory capacity.
공고 • Apr 30The Weir Group PLC (LSE:WEIR) completed the acquisition of Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others.The Weir Group PLC (LSE:WEIR) agreed to acquire Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others for an enterprise value of AUD 1.3 billion on February 28, 2025. The deal is expected to close in Q2 2025. The EPS is expected to be accretive in the first full year of ownership. The deal will be financed with existing cash and new acquisition debt. The transaction is subject to clearance by the Foreign Investment Review Board of Australia. As of April 24, 2025, The Weir Group anticipate the acquisition to close the week commencing April 28, 2025. J.P. Morgan Securities plc acted as a financial adviser to The Weir Group PLC. The Weir Group PLC (LSE:WEIR) completed the acquisition of Micromine Pty Ltd. from Potentia Capital Pty. Ltd. and others on April 30, 2025. Rebecca Maslen-Stannage, Mia Harrison-Kelf, Mike Flockhart, Gabrielle Wong, Kristen Roberts, Patrick Lowden, Stephanie Panayi, Kyriakos Fountoukakos, Tess Mierendorff, Peter Jones, and Michael Gonski, Ying Yi Soh, Rommo Pandit, Camille Puech-Baron and Stacey Pang of Herbert Smith Freehills LLP acted as legal advisor to The Weir Group PLC. Andrew Williams, Keith Robinson, Adeline Brosnan, Ruveni Kelleher, David Beckett and David Li of Johnson Winter & Slattery acted as legal advisor to Potentia Capital Pty. Ltd.
Upcoming Dividend • Apr 10Upcoming dividend of UK£0.22 per shareEligible shareholders must have bought the stock before 17 April 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of British dividend payers (6.4%). Lower than average of industry peers (2.7%).
Buy Or Sell Opportunity • Apr 04Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.6% to UK£20.52. The fair value is estimated to be UK£26.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 10.0% per annum over the same time period.
Declared Dividend • Mar 03Final dividend increased to UK£0.22Dividend of UK£0.22 is 6.3% higher than last year. Ex-date: 17th April 2025 Payment date: 30th May 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
새로운 내러티브 • Mar 02Micromine Acquisition Will Transform Company's Role In Mining Industry With Digital Optimization The acquisition of Micromine is set to transform Weir Group into a leading digital optimization platform, driving significant revenue and sustainability benefits.
공고 • Mar 01The Weir Group PLC, Annual General Meeting, Apr 24, 2025The Weir Group PLC, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Feb 28First half 2024 earnings released: EPS: UK£0.46 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.46 (down from UK£0.49 in 1H 2023). Revenue: UK£1.21b (down 7.1% from 1H 2023). Net income: UK£117.8m (down 6.8% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 4 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
Buy Or Sell Opportunity • Feb 28Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to UK£24.30. The fair value is estimated to be UK£19.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
공고 • Jan 27The Weir Group PLC to Report Fiscal Year 2024 Results on Mar 04, 2025The Weir Group PLC announced that they will report fiscal year 2024 results on Mar 04, 2025
Buy Or Sell Opportunity • Jan 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to UK£24.16. The fair value is estimated to be UK£20.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
공고 • Nov 05The Weir Group plc Reiterates Earnings Guidance for the Full Year 2024The Weir Group PLC reiterated earnings guidance for the full year 2024. for the year, the company reiterate its guidance for growth in constant currency revenue and operating profit.
Upcoming Dividend • Sep 26Upcoming dividend of UK£0.18 per shareEligible shareholders must have bought the stock before 03 October 2024. Payment date: 01 November 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (5.4%). Lower than average of industry peers (2.3%).
Declared Dividend • Aug 02First half dividend increased to UK£0.18Dividend of UK£0.18 is 0.6% higher than last year. Ex-date: 3rd October 2024 Payment date: 1st November 2024 Dividend yield will be 2.0%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 31First half 2024 earnings released: EPS: UK£0.46 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.46 (down from UK£0.49 in 1H 2023). Revenue: UK£1.21b (down 7.1% from 1H 2023). Net income: UK£117.8m (down 6.8% from 1H 2023). Profit margin: 9.8% (in line with 1H 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공고 • Jul 30The Weir Group plc Approves Interim Dividend, Payable on 1 November 2024The Board The Weir Group PLC has approved an interim dividend of 17.9 pence per share (2023: 17.8 pence). This is in line with policy of distributing one third of adjusted EPS and represents a 1% increase on the prior year. The interim dividend will be paid on 1 November 2024 to Shareholders on the register on 4 October 2024.
Buy Or Sell Opportunity • Jul 15Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.0% to UK£19.67. The fair value is estimated to be UK£24.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공고 • Jul 04The Weir Group PLC to Report First Half, 2024 Results on Jul 30, 2024The Weir Group PLC announced that they will report first half, 2024 results on Jul 30, 2024
Buy Or Sell Opportunity • Jul 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to UK£19.58. The fair value is estimated to be UK£24.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Nick Anderson was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • May 16The Weir Group plc Announces Board ChangesThe Weir Group PLC announced that Nick Anderson has been appointed to the Board as an independent Non-Executive Director with effect from 15 May 2024. Nick will join the Audit, Nomination and Remuneration Committees upon appointment. Nick retired from Spirax-Sarco Engineering plc in January this year after 10 years as Group Chief Executive of the FTSE 100 industrial engineering company. Nick joined Spirax-Sarco in 2011 as Director EMEA for the Group's Steam Specialities business. He was appointed to the Board in March 2012, became Chief Operating Officer in August 2013 and Group Chief Executive in January 2014. Prior to Spirax-Sarco, Nick worked for Smiths Group plc as Vice-President of John Crane Asia Pacific based in Singapore and President of John Crane Latin America, based in the US. Nick has also worked for Alcoa Aluminio in Brazil and Argentina and for the Foseco Minsep Group plc in Brazil. Weir also announces that independent Non-Executive Director, Stephen Young has informed the Board of his intention to retire for personal reasons with effect from 31 July 2024. Upon the retirement of Stephen, Andy Agg will succeed Stephen as Chair of the Audit Committee. At the date of this announcement, Nick is currently a non-executive director of BAE Systems plc and has been appointed as a non-executive director of Spectris plc with effect from 1 June 2024.
공고 • Apr 27+ 1 more updatethe Weir Group plc Provides Earnings Guidance for the Year 2024The Weir Group PLC provided earnings guidance for the year 2024. For the period, the company expects that Robust demand for AM spares and brownfield OE solutions give confidence in full year trading in line with expectations for growth in constant currency revenue, profit and operating margin. Phasing of operating profit in 2024 is expected to be in line with typical seasonal patterns and operating margins are expected to increase year on year and sequentially through the year in line with historical norms and as further Performance Excellence benefits are realized.
Upcoming Dividend • Apr 11Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (2.1%).