View ValuationMears Group 향후 성장Future 기준 점검 0/6Mears Group 의 수익과 수익은 각각 연간 4.8% 및 11.9% 감소할 것으로 예상됩니다. EPS는 연간 12.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.4% 로 예상됩니다.핵심 정보-11.9%이익 성장률-12.52%EPS 성장률Commercial Services 이익 성장17.3%매출 성장률-4.8%향후 자기자본이익률12.45%애널리스트 커버리지Good마지막 업데이트30 Jun 2026최근 향후 성장 업데이트공고 • Jun 30Mears Group plc Provides Earnings Guidance for the Financial Year 2026Mears Group plc provided earnings guidance for the financial year 2026. For the period, the company expects revenue to be £1,038 million.Major Estimate Revision • Nov 03Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.10b to UK£1.13b. EPS estimate increased from UK£0.416 to UK£0.463 per share. Net income forecast to shrink 7.2% next year vs 30% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 5.2% to UK£3.54 over the past week.공고 • Nov 02Mears Group plc Updates Earnings Guidance for the Financial Year Ending 31 December 2024Mears Group plc updated earnings guidance for the financial year ending 31 December 2024. The board now anticipates that the group's full year results for financial year 2024 will be materially ahead of previous expectations, with revenues of approximately £1,125 million.Major Estimate Revision • Aug 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.05b to UK£1.10b. EPS estimate increased from UK£0.37 to UK£0.417 per share. Net income forecast to shrink 16% next year vs 29% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 7.5% to UK£3.66 over the past week.공고 • Aug 09+ 1 more updateMears Group plc Provides Earnings Guidance for the Full Year 2024Mears Group plc provided earnings guidance for the full year 2024. For the year, the Board now anticipates revenue of approximately £1.1 billion.Major Estimate Revision • Apr 18Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£968.5m to UK£1.00b. EPS estimate increased from UK£0.285 to UK£0.344 per share. Net income forecast to shrink 1.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£4.08 to UK£4.27. Share price fell 3.2% to UK£3.61 over the past week.모든 업데이트 보기Recent updates공고 • Jul 01Mears Group plc to Report First Half, 2026 Results on Aug 06, 2026Mears Group plc announced that they will report first half, 2026 results on Aug 06, 2026공고 • Jun 30Mears Group plc Provides Earnings Guidance for the Financial Year 2026Mears Group plc provided earnings guidance for the financial year 2026. For the period, the company expects revenue to be £1,038 million.Upcoming Dividend • Jun 11Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 09 July 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.2%).Recent Insider Transactions Derivative • May 13CFO & Executive Director exercised options and sold UK£434k worth of stockOn the 8th of May, Andrew C. Smith exercised options to acquire 108k shares at no cost and sold these for an average price of UK£4.00 per share. This trade did not impact their existing holding. Since September 2025, Andrew C. has owned 500.04k shares directly. Company insiders have collectively sold UK£618k more than they bought, via options and on-market transactions in the last 12 months.공고 • Apr 21Mears Group plc, Annual General Meeting, Jun 03, 2026Mears Group plc, Annual General Meeting, Jun 03, 2026. Location: the offices of panmure liberum, level 12 ropemaker place, 25 ropemaker street, ec2y 9ly, london United Kingdom분석 기사 • Apr 08We Think Mears Group's (LON:MER) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from Mears Group plc ( LON:MER ) despite the...Board Change • Apr 02Less than half of directors are independentFollowing Non-Executive Director Oriana Tickell's arrival on 01 April 2026, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nick Wharton was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Declared Dividend • Mar 30Final dividend increased to UK£0.12Dividend of UK£0.12 is 5.8% higher than last year. Ex-date: 18th June 2026 Payment date: 9th July 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 33% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 29Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: UK£0.56. Revenue: UK£1.14b (flat on FY 2024). Net income: UK£46.2m (flat on FY 2024). Profit margin: 4.1% (in line with FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.4%.공고 • Mar 28Mears Group plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 9 July 2026Mears Group PLC announced the board has proposed a final dividend in respect of Fiscal Year 2025 of 11.90 pence per share, bringing the total for the full year to 17.50 pence, an increase of 9% (Fiscal Year 2024: 16.00 pence). The final dividend, which is subject to shareholders' approval at the AGM to be held on 3 June 2026, will be paid on 9 July 2026 to shareholders who are on the register of members at the close of business on 19 June 2026. The ex-dividend date is 18 June 2026.공고 • Feb 25Mears Group PLC Announces Appointment of Dame Oriana Clare Tickell as Non-Executive Director, Effective April 1, 2026Mears Group PLC announces the appointment of Dame Oriana Clare Tickell as a Non-Executive Director with effect from April 1, 2026. Clare is a seasoned non-executive leader with over three decades of experience spanning housing, public service delivery, and corporate governance. Clare's combination of National Audit Office oversight, John Lewis Partnership governance, and housing-sector leadership positions her well to contribute to Mears' continued growth as a trusted and values-driven partner to the public sector. Clare is Interim Chair of Trustees at the John Lewis Partnership Foundation.Buy Or Sell Opportunity • Jan 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to UK£3.72. The fair value is estimated to be UK£3.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to decline by 8.7% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.공고 • Jan 22Mears Group plc to Report Fiscal Year 2025 Results on Mar 26, 2026Mears Group plc announced that they will report fiscal year 2025 results on Mar 26, 2026공고 • Jan 05Mears Group plc Announces Board Changes, Effective 2 January 2026Mears Group plc announced that Hema Nar, Employee Director (non-statutory), having reached the end of her term in office, has stepped down from the board. The board also announced the appointment of Kiren Sampla as the new Employee Director (non-statutory). Kiren has been employed by the Group since 2015, working within the HR function. Both Board changes will take effect from 2 January 2026. Kiren Sampla has a beneficial interest over 4,481 Ordinary shares in the Company, together with 5,000 share options granted under the Long-Term Incentive Plan, with an exercise price of 1 pence and which are not subject to performance conditions.공고 • Sep 16Mears Group plc (LSE:MER) acquired Pennington Choices Group Limited from Mark Seaborn for £9.5 million.Mears Group plc (LSE:MER) acquired Pennington Choices Group Limited from Mark Seaborn for £9.5 million on September 15, 2025. A cash consideration of £9.5 million will be paid by Mears Group plc. on a debt and cash free basis. The transaction will be financed from existing cash resources. Mark Seaborn will remain with the business following completion to ensure a smooth transition and integration into the wider Group. Julian Cater and Kevin Cruickshank of Numis Securities Limited acted as financial advisor for Mears Group plc. Tom Scrivens and James Sinclair-Ford of Panmure Gordon & Co Limited acted as financial advisor for Mears Group plc. Mears Group plc (LSE:MER) completed the acquisition of Pennington Choices Group Limited from Mark Seaborn on September 15, 2025.Upcoming Dividend • Sep 04Upcoming dividend of UK£0.056 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.5%).Reported Earnings • Aug 12First half 2025 earnings released: EPS: UK£0.29 (vs UK£0.24 in 1H 2024)First half 2025 results: EPS: UK£0.29 (up from UK£0.24 in 1H 2024). Revenue: UK£559.4m (down 3.6% from 1H 2024). Net income: UK£23.8m (up 4.5% from 1H 2024). Profit margin: 4.2% (up from 3.9% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 6.1% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 10Mears Group's (LON:MER) Dividend Will Be £0.056Mears Group plc's ( LON:MER ) investors are due to receive a payment of £0.056 per share on 2nd of October. This takes...Declared Dividend • Aug 10First half dividend increased to UK£0.056Dividend of UK£0.056 is 18% higher than last year. Ex-date: 11th September 2025 Payment date: 2nd October 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.공고 • Aug 08Mears Group plc Announces Interim Dividend, Payable on October 2, 2025Mears Group plc announced interim dividend of 5.60 pence (2024: 4.75p), an increase of 18%, will be payable on October 2, 2025 to shareholders on the register of members at the close of business on September 12, 2025. The shares will go ex-dividend on September 11, 2025.New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공고 • Jun 24+ 1 more updateMears Group plc to Report First Half, 2025 Results on Aug 07, 2025Mears Group plc announced that they will report first half, 2025 results on Aug 07, 2025Upcoming Dividend • Jun 12Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.6%).Buy Or Sell Opportunity • Jun 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to UK£4.13. The fair value is estimated to be UK£3.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.공고 • Jun 04Mears Group plc Approves Final Dividend for the Year Ended December 31, 2024, Payable on July 10, 2025Mears Group plc Annual General Meeting held on June 4, 2025, approved a final dividend of 11.25 pence per ordinary share for the year ended December 31, 2024 be declared payable on July 10, 2025 to all members whose names appear on the Company's register of members as at June 20, 2025.Buy Or Sell Opportunity • May 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to UK£3.98. The fair value is estimated to be UK£3.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.분석 기사 • May 05Statutory Profit Doesn't Reflect How Good Mears Group's (LON:MER) Earnings AreMears Group plc ( LON:MER ) just reported healthy earnings but the stock price didn't move much. Investors are probably...Buy Or Sell Opportunity • May 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to UK£4.06. The fair value is estimated to be UK£3.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.Declared Dividend • Apr 17Final dividend increased to UK£0.11Dividend of UK£0.11 is 21% higher than last year. Ex-date: 19th June 2025 Payment date: 10th July 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 34% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.공고 • Apr 15Mears Group plc, Annual General Meeting, Jun 04, 2025Mears Group plc, Annual General Meeting, Jun 04, 2025.Reported Earnings • Apr 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.50 (up from UK£0.33 in FY 2023). Revenue: UK£1.13b (up 4.0% from FY 2023). Net income: UK£46.5m (up 32% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.공고 • Apr 10+ 1 more updateMears Group plc Proposes Final Dividend for the Year Ended 31 December 2024Mears Group plc proposed final dividend of 11.25 pence per share, bringing the total for the year to 16.00 pence per share, an increase of 23% (2023: 13.00p).공고 • Jan 02Mears Group plc Announces Directorate ChangeMears announced that as signalled previously, Dame Julia Unwin has stepped down as a Non-Executive Director of the Company on January 2, 2025, retiring after nine years' service. Following Julia's retirement, Angela Lockwood will now assume the role of Senior Independent Director. The Board intends to recruit an additional Non-Executive Director during 2025.Recent Insider Transactions • Nov 10CFO & Executive Director recently bought UK£91k worth of stockOn the 6th of November, Andrew C. Smith bought around 25k shares on-market at roughly UK£3.64 per share. This transaction amounted to 6.5% 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 buy, Andrew C. has been a net seller over the last 12 months, reducing personal holdings by UK£156k.Major Estimate Revision • Nov 03Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.10b to UK£1.13b. EPS estimate increased from UK£0.416 to UK£0.463 per share. Net income forecast to shrink 7.2% next year vs 30% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 5.2% to UK£3.54 over the past week.공고 • Nov 02Mears Group plc Updates Earnings Guidance for the Financial Year Ending 31 December 2024Mears Group plc updated earnings guidance for the financial year ending 31 December 2024. The board now anticipates that the group's full year results for financial year 2024 will be materially ahead of previous expectations, with revenues of approximately £1,125 million.Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£3.24, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Commercial Services industry in the United Kingdom. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.53 per share.Upcoming Dividend • Sep 05Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (2.1%).Major Estimate Revision • Aug 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.05b to UK£1.10b. EPS estimate increased from UK£0.37 to UK£0.417 per share. Net income forecast to shrink 16% next year vs 29% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 7.5% to UK£3.66 over the past week.Reported Earnings • Aug 13First half 2024 earnings released: EPS: UK£0.24 (vs UK£0.14 in 1H 2023)First half 2024 results: EPS: UK£0.24 (up from UK£0.14 in 1H 2023). Revenue: UK£580.0m (up 10% from 1H 2023). Net income: UK£22.7m (up 42% from 1H 2023). Profit margin: 3.9% (up from 3.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공고 • Aug 09+ 1 more updateMears Group plc Provides Earnings Guidance for the Full Year 2024Mears Group plc provided earnings guidance for the full year 2024. For the year, the Board now anticipates revenue of approximately £1.1 billion.공고 • Jun 27Mears Group plc to Report First Half, 2024 Results on Aug 08, 2024Mears Group plc announced that they will report first half, 2024 results on Aug 08, 2024Recent Insider Transactions • Jun 23Insider recently sold UK£540k worth of stockOn the 20th of June, David Miles sold around 150k shares on-market at roughly UK£3.61 per share. This transaction amounted to 25% 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 UK£792k more than they bought in the last 12 months.공고 • Jun 14Mears Group plc Approves Final Dividend for the Year Ended 31 December 2023, Payable on 16 July 2024Mears Group plc approved a final dividend of 9.30 pence per ordinary share for the year ended 31 December 2023 be declared payable on 16 July 2024 to all members whose names appear on the Company's register of members as at 28 June 2024.분석 기사 • May 03Shareholders Will Be Pleased With The Quality of Mears Group's (LON:MER) EarningsEven though Mears Group plc's ( LON:MER ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: UK£0.33 (up from UK£0.25 in FY 2022). Revenue: UK£1.09b (up 14% from FY 2022). Net income: UK£35.2m (up 27% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 6.7% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 28Final dividend increased to UK£0.093Dividend of UK£0.093 is 28% higher than last year. Ex-date: 27th June 2024 Payment date: 16th July 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 14% over the next 3 years. However, it would need to fall by 56% to increase the payout ratio to a potentially unsustainable range.Major Estimate Revision • Apr 18Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£968.5m to UK£1.00b. EPS estimate increased from UK£0.285 to UK£0.344 per share. Net income forecast to shrink 1.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£4.08 to UK£4.27. Share price fell 3.2% to UK£3.61 over the past week.분석 기사 • Apr 14Mears Group plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearMears Group plc ( LON:MER ) just released its latest full-year results and things are looking bullish. It was overall a...Reported Earnings • Apr 12Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: UK£0.33 (up from UK£0.25 in FY 2022). Revenue: UK£1.09b (up 14% from FY 2022). Net income: UK£35.2m (up 27% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공고 • Apr 11Mears Group plc Recommends Final Dividend for the Year Ended 31 December 2023The board of Mears Group plc is recommending a final dividend of 9.30 pence, bringing the full year dividend for the year ended 31 December 2023 to 13.00 pence (fiscal year 2022: 10.50 pence) reflecting continued strong cash performance and the board's confidence in the group's prospects.Buy Or Sell Opportunity • Apr 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to UK£3.61. The fair value is estimated to be UK£3.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.Buy Or Sell Opportunity • Mar 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to UK£3.56. The fair value is estimated to be UK£2.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.Buy Or Sell Opportunity • Feb 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to UK£3.53. The fair value is estimated to be UK£2.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.Price Target Changed • Jan 11Price target increased by 35% to UK£4.08Up from UK£3.03, the current price target is an average from 4 analysts. New target price is 19% above last closing price of UK£3.43. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.29 for next year compared to UK£0.25 last year.공고 • Dec 14+ 1 more updateMears Group plc Announces CEO ChangesMears Group plc announced that the transition of the CEO role from David Miles to Lucas Critchley is complete and David intends to relinquish that position and step down from the PLC Board on 31 December 2023. This has been well communicated to the company's stakeholders previously and the Board is pleased with this smooth transition. David will remain a key member of the senior management team and has committed to continue to provide support to the business over the medium term with particular focus on key client engagement, operational support and driving commercial performance. The completion of the Board transition, which commenced in May 2022 when the Group announced David Miles' intention to retire as CEO. Evidencing the strength of the company's succession planning, Lucas Critchley will take the position of CEO in January 2024.공고 • Oct 05Mears Group plc (LSE:MER) commences an Equity Buyback Plan for 11,103,647 shares, representing 10.08% of its issued share capital, under the authorization approved on June 23, 2023.Mears Group plc (LSE:MER) commences share repurchases on October 3, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 23, 2023. As per the mandate, the company is authorized to repurchase up to 11,103,647 shares, representing 10.08% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 5% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company or September 22, 2024, whichever is earlier. As of June 23, 2023, the company had 110,185,009 ordinary shares in issue.Upcoming Dividend • Sep 28Upcoming dividend of UK£0.037 per share at 4.0% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (1.7%).분석 기사 • Sep 22Mears Group (LON:MER) Is Increasing Its Dividend To £0.037Mears Group plc ( LON:MER ) has announced that it will be increasing its periodic dividend on the 27th of October to...Recent Insider Transactions • Sep 14Interim Independent Chairman recently bought UK£83k worth of stockOn the 11th of September, Jim Clarke bought around 30k shares on-market at roughly UK£2.76 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Jim's only on-market trade for the last 12 months.공고 • Sep 12Mears Group plc Appoints Jim Clarke as Permanent ChairmanMears Group plc announce that Mr. Jim Clarke has been appointed as permanent Chairman, having been delivering the role on an interim basis since 28 June 2023. Jim has spent the last 30 years serving on a number of PLC Boards across a variety of sectors in both an Executive and Non-Executive capacity and will provide experience and continuity. Jim joined the Mears' Board in 2019 and served most recently as Chair of Audit and Compliance Committee. The Board has commenced a process for the recruitment of an additional Non-Executive Director possessing the requisite financial experience and skills to Chair the A&CC. In the interim period, Jim will continue as a member of that Committee given his expertise in that area. In line with good practice, Dame Julia Unwin, Senior Independent Director, has been appointed as Interim Chair of the A&CC.분석 기사 • Sep 08Mears Group (LON:MER) Has Announced That It Will Be Increasing Its Dividend To £0.037The board of Mears Group plc ( LON:MER ) has announced that the dividend on 27th of October will be increased to...분석 기사 • Aug 25Mears Group's (LON:MER) Dividend Will Be Increased To £0.037Mears Group plc's ( LON:MER ) periodic dividend will be increasing on the 27th of October to £0.037, with investors...분석 기사 • Aug 06Mears Group's (LON:MER) Dividend Will Be Increased To £0.037The board of Mears Group plc ( LON:MER ) has announced that the dividend on 27th of October will be increased to...공고 • Aug 04+ 1 more updateMears Group plc Anticipates Revenues for the Full Year of 2023The Board of Mears Group plc anticipates revenues of at least £1 billion for the full year of 2023.Price Target Changed • Aug 03Price target increased by 13% to UK£3.23Up from UK£2.86, the current price target is an average from 4 analysts. New target price is 15% above last closing price of UK£2.81. Stock is up 41% over the past year. The company is forecast to post earnings per share of UK£0.26 for next year compared to UK£0.25 last year.Board Change • Jun 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Angela Lockwood was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Jun 29Mears Group plc Announces Board ChangesMears Group plc announced that Mr. Jim Clarke has been appointed as Interim Chairman following Kieran Murphy (Chairman) and Chris Loughlin (Chair-designate) stepping down from the Board, as notified on 23 June 2023. Jim joined the Board in 2019. Jim has spent the last 30 years serving on a number of PLC Boards in both an Executive and Non-Executive capacity and will provide experience and continuity until the appointment of a new Chairperson. Dame Julia Unwin will take on the role of Senior Independent Director and Angela Lockwood is appointed as Chair of the Remuneration Committee.Upcoming Dividend • Jun 29Upcoming dividend of UK£0.072 per share at 3.6% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.6%).공고 • Jun 23Mears Announces Board ChangesMears announced that it has received notice from Chris Loughlin, non-executive director of the company and Chair-designate, of his resignation from the board with effect from 23 June 2023. Accordingly, he will not seek re-election at the Annual General Meeting to be held on the same date. Chris had previously offered himself for re-election. Notwithstanding that proxy votes received suggest that this resolution would have passed with a majority in favour, there are a significant number of proxy votes against the resolution. As such, Chris has decided not to stand for re-election. The Board would like to thank Chris for his significant contribution during his time as a director. As the company's Notice of Meeting has already been issued, the company confirms that the resolution to reappoint Chris Loughlin as a non-executive director of the company (resolution number 7) is now withdrawn. Following receipt of notice of Chris Loughlin's resignation, a review of the membership of the board, the chairman position and board committees will be undertaken and communicated in due course.공고 • Jun 16+ 1 more updateMears Group plc to Report First Half, 2023 Results on Aug 03, 2023Mears Group plc announced that they will report first half, 2023 results on Aug 03, 2023Major Estimate Revision • May 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from UK£860.0m to UK£904.6m. EPS estimate increased from UK£0.206 to UK£0.234 per share. Net income forecast to shrink 5.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£2.74 to UK£2.86. Share price rose 4.3% to UK£2.31 over the past week.분석 기사 • May 02Mears Group plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Mears Group plc ( LON:MER ) had a good week, as its shares rose 6.5% to close at UK£2.22 following the...Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.25 (up from UK£0.12 in FY 2021). Revenue: UK£959.6m (up 9.2% from FY 2021). Net income: UK£27.8m (up 114% from FY 2021). Profit margin: 2.9% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 9.4%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Jan 10Insufficient 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. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Angela Lockwood was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Jan 04Mears Group plc Announces Executive ChangesMears Group plc confirmed that the following Board changes were completed on 1 January 2023. New appointments are Lucas Critchley as Executive Director and Hema Nar as Employee Director. Company also announced retirements of Alan Long as Executive Director and Claire Gibbard as Employee Director.Upcoming Dividend • Sep 29Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.5%).분석 기사 • Aug 21Mears Group (LON:MER) Has Announced That It Will Be Increasing Its Dividend To £0.0325Mears Group plc's ( LON:MER ) dividend will be increasing from last year's payment of the same period to £0.0325 on...분석 기사 • Aug 07Mears Group (LON:MER) Is Increasing Its Dividend To £0.0325Mears Group plc ( LON:MER ) will increase its dividend on the 28th of October to £0.0325, which is 30% higher than last...Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£4.67m from profit in 1H 2021). Profit margin: (down from 1.1% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 8.4% compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Jun 22Price target increased to UK£2.66Up from UK£2.47, the current price target is an average from 4 analysts. New target price is 37% above last closing price of UK£1.94. Stock is up 2.6% over the past year. The company is forecast to post earnings per share of UK£0.14 for next year compared to UK£0.12 last year.Price Target Changed • May 24Price target decreased to UK£2.47Down from UK£2.66, the current price target is an average from 4 analysts. New target price is 26% above last closing price of UK£1.96. Stock is up 4.0% over the past year. The company is forecast to post earnings per share of UK£0.14 for next year compared to UK£0.12 last year.Upcoming Dividend • May 19Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.0%).Recent Insider Transactions • Apr 27CFO & Executive Director recently bought UK£51k worth of stockOn the 22nd of April, Andrew C. Smith bought around 26k shares on-market at roughly UK£1.99 per share. This was the largest purchase by an insider in the last 3 months. Andrew C. has been a buyer over the last 12 months, purchasing a net total of UK£91k worth in shares.Buying Opportunity • Apr 05Now 20% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be UK£2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.7% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: UK£0.12 (vs UK£0.11 loss in FY 2020)Full year 2021 results: EPS: UK£0.12 (up from UK£0.11 loss in FY 2020). Revenue: UK£878.4m (up 9.0% from FY 2020). Net income: UK£13.0m (up UK£25.3m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.8% compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Jan 05Less than half of directors are independentFollowing Non-Executive Director Angela Lockwood's arrival on 01 January 2022, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-executive Director Chris Loughlin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 30Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 28 October 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.3%).분석 기사 • Aug 17Is Now An Opportune Moment To Examine Mears Group plc (LON:MER)?Mears Group plc ( LON:MER ), is not the largest company out there, but it saw a double-digit share price rise of over...Reported Earnings • Aug 14First half 2021 earnings released: EPS UK£0.042 (vs UK£0.11 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£443.7m (up 12% from 1H 2020). Net income: UK£4.67m (up UK£16.9m from 1H 2020). Profit margin: 1.1% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.분석 기사 • Jun 24Here's Why Shareholders Should Examine Mears Group plc's (LON:MER) CEO Compensation Package More CloselyThe results at Mears Group plc ( LON:MER ) have been quite disappointing recently and CEO David Miles bears some...Reported Earnings • May 13Full year 2020 earnings released: UK£0.11 loss per share (vs UK£0.19 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£805.8m (down 11% from FY 2019). Net loss: UK£12.3m (down 159% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Price Target Changed • Mar 22Price target increased to UK£2.23Up from UK£1.99, the current price target is an average from 4 analysts. New target price is 20% above last closing price of UK£1.86. Stock is up 28% over the past year.분석 기사 • Mar 05Is Mears Group plc (LON:MER) Worth UK£1.8 Based On Its Intrinsic Value?How far off is Mears Group plc ( LON:MER ) from its intrinsic value? Using the most recent financial data, we'll take a...이익 및 매출 성장 예측LSE:MER - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20289943343132512/31/20279783454119612/31/20261,0333756122512/31/20251,1354666113N/A9/30/20251,1244776119N/A6/30/20251,1124887125N/A3/31/20251,1224792127N/A12/31/20241,1334798129N/A9/30/20241,13844109142N/A6/30/20241,14442120155N/A3/31/20241,11739115146N/A12/31/20231,08935110136N/A9/30/20231,0453297118N/A6/30/20231,0002984101N/A3/31/20239802993106N/A12/31/202296028102111N/A9/30/20229402598108N/A6/30/20229202395104N/A3/31/2022899187180N/A12/31/2021878134857N/A9/30/202186697481N/A6/30/20218535100106N/A3/31/2021829-4100106N/A12/31/2020806-1299106N/A9/30/2020822-97784N/A6/30/2020839-55463N/A3/31/202086066676N/A12/31/2019881177888N/A6/30/201977622N/A41N/A3/31/201977422N/A21N/A12/31/201877223N/A1N/A6/30/201886522N/A16N/A3/31/201888221N/A16N/A12/31/201790021N/A16N/A6/30/201794521N/A25N/A3/31/201794221N/A26N/A12/31/201694022N/A26N/A6/30/201691719N/A31N/A3/31/201689920N/A32N/A12/31/201588121N/A34N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MER 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -11.9%).수익 vs 시장: MER 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -11.9%).고성장 수익: MER 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: MER 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.8%).고성장 매출: MER 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -4.8%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: MER의 자본 수익률은 3년 후 12.4%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/15 21:48종가2026/07/15 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 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 소스Mears Group plc는 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alex SmithBerenbergArabella BurwellCanaccord GenuityDavid BrocktonDeutsche Bank7명의 분석가 더 보기
공고 • Jun 30Mears Group plc Provides Earnings Guidance for the Financial Year 2026Mears Group plc provided earnings guidance for the financial year 2026. For the period, the company expects revenue to be £1,038 million.
Major Estimate Revision • Nov 03Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.10b to UK£1.13b. EPS estimate increased from UK£0.416 to UK£0.463 per share. Net income forecast to shrink 7.2% next year vs 30% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 5.2% to UK£3.54 over the past week.
공고 • Nov 02Mears Group plc Updates Earnings Guidance for the Financial Year Ending 31 December 2024Mears Group plc updated earnings guidance for the financial year ending 31 December 2024. The board now anticipates that the group's full year results for financial year 2024 will be materially ahead of previous expectations, with revenues of approximately £1,125 million.
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.05b to UK£1.10b. EPS estimate increased from UK£0.37 to UK£0.417 per share. Net income forecast to shrink 16% next year vs 29% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 7.5% to UK£3.66 over the past week.
공고 • Aug 09+ 1 more updateMears Group plc Provides Earnings Guidance for the Full Year 2024Mears Group plc provided earnings guidance for the full year 2024. For the year, the Board now anticipates revenue of approximately £1.1 billion.
Major Estimate Revision • Apr 18Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£968.5m to UK£1.00b. EPS estimate increased from UK£0.285 to UK£0.344 per share. Net income forecast to shrink 1.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£4.08 to UK£4.27. Share price fell 3.2% to UK£3.61 over the past week.
공고 • Jul 01Mears Group plc to Report First Half, 2026 Results on Aug 06, 2026Mears Group plc announced that they will report first half, 2026 results on Aug 06, 2026
공고 • Jun 30Mears Group plc Provides Earnings Guidance for the Financial Year 2026Mears Group plc provided earnings guidance for the financial year 2026. For the period, the company expects revenue to be £1,038 million.
Upcoming Dividend • Jun 11Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 09 July 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.2%).
Recent Insider Transactions Derivative • May 13CFO & Executive Director exercised options and sold UK£434k worth of stockOn the 8th of May, Andrew C. Smith exercised options to acquire 108k shares at no cost and sold these for an average price of UK£4.00 per share. This trade did not impact their existing holding. Since September 2025, Andrew C. has owned 500.04k shares directly. Company insiders have collectively sold UK£618k more than they bought, via options and on-market transactions in the last 12 months.
공고 • Apr 21Mears Group plc, Annual General Meeting, Jun 03, 2026Mears Group plc, Annual General Meeting, Jun 03, 2026. Location: the offices of panmure liberum, level 12 ropemaker place, 25 ropemaker street, ec2y 9ly, london United Kingdom
분석 기사 • Apr 08We Think Mears Group's (LON:MER) Solid Earnings Are UnderstatedThe market seemed underwhelmed by last week's earnings announcement from Mears Group plc ( LON:MER ) despite the...
Board Change • Apr 02Less than half of directors are independentFollowing Non-Executive Director Oriana Tickell's arrival on 01 April 2026, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Nick Wharton was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Declared Dividend • Mar 30Final dividend increased to UK£0.12Dividend of UK£0.12 is 5.8% higher than last year. Ex-date: 18th June 2026 Payment date: 9th July 2026 Dividend yield will be 5.2%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (23% cash payout ratio). The dividend has increased by an average of 5.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 33% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 29Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: UK£0.56. Revenue: UK£1.14b (flat on FY 2024). Net income: UK£46.2m (flat on FY 2024). Profit margin: 4.1% (in line with FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.4%.
공고 • Mar 28Mears Group plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 9 July 2026Mears Group PLC announced the board has proposed a final dividend in respect of Fiscal Year 2025 of 11.90 pence per share, bringing the total for the full year to 17.50 pence, an increase of 9% (Fiscal Year 2024: 16.00 pence). The final dividend, which is subject to shareholders' approval at the AGM to be held on 3 June 2026, will be paid on 9 July 2026 to shareholders who are on the register of members at the close of business on 19 June 2026. The ex-dividend date is 18 June 2026.
공고 • Feb 25Mears Group PLC Announces Appointment of Dame Oriana Clare Tickell as Non-Executive Director, Effective April 1, 2026Mears Group PLC announces the appointment of Dame Oriana Clare Tickell as a Non-Executive Director with effect from April 1, 2026. Clare is a seasoned non-executive leader with over three decades of experience spanning housing, public service delivery, and corporate governance. Clare's combination of National Audit Office oversight, John Lewis Partnership governance, and housing-sector leadership positions her well to contribute to Mears' continued growth as a trusted and values-driven partner to the public sector. Clare is Interim Chair of Trustees at the John Lewis Partnership Foundation.
Buy Or Sell Opportunity • Jan 28Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to UK£3.72. The fair value is estimated to be UK£3.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to decline by 8.7% in 2 years. Earnings are forecast to decline by 24% in the next 2 years.
공고 • Jan 22Mears Group plc to Report Fiscal Year 2025 Results on Mar 26, 2026Mears Group plc announced that they will report fiscal year 2025 results on Mar 26, 2026
공고 • Jan 05Mears Group plc Announces Board Changes, Effective 2 January 2026Mears Group plc announced that Hema Nar, Employee Director (non-statutory), having reached the end of her term in office, has stepped down from the board. The board also announced the appointment of Kiren Sampla as the new Employee Director (non-statutory). Kiren has been employed by the Group since 2015, working within the HR function. Both Board changes will take effect from 2 January 2026. Kiren Sampla has a beneficial interest over 4,481 Ordinary shares in the Company, together with 5,000 share options granted under the Long-Term Incentive Plan, with an exercise price of 1 pence and which are not subject to performance conditions.
공고 • Sep 16Mears Group plc (LSE:MER) acquired Pennington Choices Group Limited from Mark Seaborn for £9.5 million.Mears Group plc (LSE:MER) acquired Pennington Choices Group Limited from Mark Seaborn for £9.5 million on September 15, 2025. A cash consideration of £9.5 million will be paid by Mears Group plc. on a debt and cash free basis. The transaction will be financed from existing cash resources. Mark Seaborn will remain with the business following completion to ensure a smooth transition and integration into the wider Group. Julian Cater and Kevin Cruickshank of Numis Securities Limited acted as financial advisor for Mears Group plc. Tom Scrivens and James Sinclair-Ford of Panmure Gordon & Co Limited acted as financial advisor for Mears Group plc. Mears Group plc (LSE:MER) completed the acquisition of Pennington Choices Group Limited from Mark Seaborn on September 15, 2025.
Upcoming Dividend • Sep 04Upcoming dividend of UK£0.056 per shareEligible shareholders must have bought the stock before 11 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.5%).
Reported Earnings • Aug 12First half 2025 earnings released: EPS: UK£0.29 (vs UK£0.24 in 1H 2024)First half 2025 results: EPS: UK£0.29 (up from UK£0.24 in 1H 2024). Revenue: UK£559.4m (down 3.6% from 1H 2024). Net income: UK£23.8m (up 4.5% from 1H 2024). Profit margin: 4.2% (up from 3.9% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 6.1% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 3.8%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 10Mears Group's (LON:MER) Dividend Will Be £0.056Mears Group plc's ( LON:MER ) investors are due to receive a payment of £0.056 per share on 2nd of October. This takes...
Declared Dividend • Aug 10First half dividend increased to UK£0.056Dividend of UK£0.056 is 18% higher than last year. Ex-date: 11th September 2025 Payment date: 2nd October 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.
공고 • Aug 08Mears Group plc Announces Interim Dividend, Payable on October 2, 2025Mears Group plc announced interim dividend of 5.60 pence (2024: 4.75p), an increase of 18%, will be payable on October 2, 2025 to shareholders on the register of members at the close of business on September 12, 2025. The shares will go ex-dividend on September 11, 2025.
New Risk • Jun 25New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공고 • Jun 24+ 1 more updateMears Group plc to Report First Half, 2025 Results on Aug 07, 2025Mears Group plc announced that they will report first half, 2025 results on Aug 07, 2025
Upcoming Dividend • Jun 12Upcoming dividend of UK£0.11 per shareEligible shareholders must have bought the stock before 19 June 2025. Payment date: 10 July 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.6%). Higher than average of industry peers (2.6%).
Buy Or Sell Opportunity • Jun 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.3% to UK£4.13. The fair value is estimated to be UK£3.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.
공고 • Jun 04Mears Group plc Approves Final Dividend for the Year Ended December 31, 2024, Payable on July 10, 2025Mears Group plc Annual General Meeting held on June 4, 2025, approved a final dividend of 11.25 pence per ordinary share for the year ended December 31, 2024 be declared payable on July 10, 2025 to all members whose names appear on the Company's register of members as at June 20, 2025.
Buy Or Sell Opportunity • May 21Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to UK£3.98. The fair value is estimated to be UK£3.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.
분석 기사 • May 05Statutory Profit Doesn't Reflect How Good Mears Group's (LON:MER) Earnings AreMears Group plc ( LON:MER ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
Buy Or Sell Opportunity • May 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to UK£4.06. The fair value is estimated to be UK£3.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings are also forecast to decline by 14% per annum over the same time period.
Declared Dividend • Apr 17Final dividend increased to UK£0.11Dividend of UK£0.11 is 21% higher than last year. Ex-date: 19th June 2025 Payment date: 10th July 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 4.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 34% over the next 3 years. However, it would need to fall by 65% to increase the payout ratio to a potentially unsustainable range.
공고 • Apr 15Mears Group plc, Annual General Meeting, Jun 04, 2025Mears Group plc, Annual General Meeting, Jun 04, 2025.
Reported Earnings • Apr 11Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: UK£0.50 (up from UK£0.33 in FY 2023). Revenue: UK£1.13b (up 4.0% from FY 2023). Net income: UK£46.5m (up 32% from FY 2023). Profit margin: 4.1% (up from 3.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is expected to decline by 6.9% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
공고 • Apr 10+ 1 more updateMears Group plc Proposes Final Dividend for the Year Ended 31 December 2024Mears Group plc proposed final dividend of 11.25 pence per share, bringing the total for the year to 16.00 pence per share, an increase of 23% (2023: 13.00p).
공고 • Jan 02Mears Group plc Announces Directorate ChangeMears announced that as signalled previously, Dame Julia Unwin has stepped down as a Non-Executive Director of the Company on January 2, 2025, retiring after nine years' service. Following Julia's retirement, Angela Lockwood will now assume the role of Senior Independent Director. The Board intends to recruit an additional Non-Executive Director during 2025.
Recent Insider Transactions • Nov 10CFO & Executive Director recently bought UK£91k worth of stockOn the 6th of November, Andrew C. Smith bought around 25k shares on-market at roughly UK£3.64 per share. This transaction amounted to 6.5% 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 buy, Andrew C. has been a net seller over the last 12 months, reducing personal holdings by UK£156k.
Major Estimate Revision • Nov 03Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.10b to UK£1.13b. EPS estimate increased from UK£0.416 to UK£0.463 per share. Net income forecast to shrink 7.2% next year vs 30% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 5.2% to UK£3.54 over the past week.
공고 • Nov 02Mears Group plc Updates Earnings Guidance for the Financial Year Ending 31 December 2024Mears Group plc updated earnings guidance for the financial year ending 31 December 2024. The board now anticipates that the group's full year results for financial year 2024 will be materially ahead of previous expectations, with revenues of approximately £1,125 million.
Valuation Update With 7 Day Price Move • Oct 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to UK£3.24, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Commercial Services industry in the United Kingdom. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.53 per share.
Upcoming Dividend • Sep 05Upcoming dividend of UK£0.048 per shareEligible shareholders must have bought the stock before 12 September 2024. Payment date: 03 October 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (2.1%).
Major Estimate Revision • Aug 15Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£1.05b to UK£1.10b. EPS estimate increased from UK£0.37 to UK£0.417 per share. Net income forecast to shrink 16% next year vs 29% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target of UK£4.50 unchanged from last update. Share price rose 7.5% to UK£3.66 over the past week.
Reported Earnings • Aug 13First half 2024 earnings released: EPS: UK£0.24 (vs UK£0.14 in 1H 2023)First half 2024 results: EPS: UK£0.24 (up from UK£0.14 in 1H 2023). Revenue: UK£580.0m (up 10% from 1H 2023). Net income: UK£22.7m (up 42% from 1H 2023). Profit margin: 3.9% (up from 3.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.7%. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공고 • Aug 09+ 1 more updateMears Group plc Provides Earnings Guidance for the Full Year 2024Mears Group plc provided earnings guidance for the full year 2024. For the year, the Board now anticipates revenue of approximately £1.1 billion.
공고 • Jun 27Mears Group plc to Report First Half, 2024 Results on Aug 08, 2024Mears Group plc announced that they will report first half, 2024 results on Aug 08, 2024
Recent Insider Transactions • Jun 23Insider recently sold UK£540k worth of stockOn the 20th of June, David Miles sold around 150k shares on-market at roughly UK£3.61 per share. This transaction amounted to 25% 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 UK£792k more than they bought in the last 12 months.
공고 • Jun 14Mears Group plc Approves Final Dividend for the Year Ended 31 December 2023, Payable on 16 July 2024Mears Group plc approved a final dividend of 9.30 pence per ordinary share for the year ended 31 December 2023 be declared payable on 16 July 2024 to all members whose names appear on the Company's register of members as at 28 June 2024.
분석 기사 • May 03Shareholders Will Be Pleased With The Quality of Mears Group's (LON:MER) EarningsEven though Mears Group plc's ( LON:MER ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: UK£0.33 (up from UK£0.25 in FY 2022). Revenue: UK£1.09b (up 14% from FY 2022). Net income: UK£35.2m (up 27% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 6.7% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 28Final dividend increased to UK£0.093Dividend of UK£0.093 is 28% higher than last year. Ex-date: 27th June 2024 Payment date: 16th July 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 14% over the next 3 years. However, it would need to fall by 56% to increase the payout ratio to a potentially unsustainable range.
Major Estimate Revision • Apr 18Consensus EPS estimates increase by 21%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from UK£968.5m to UK£1.00b. EPS estimate increased from UK£0.285 to UK£0.344 per share. Net income forecast to shrink 1.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£4.08 to UK£4.27. Share price fell 3.2% to UK£3.61 over the past week.
분석 기사 • Apr 14Mears Group plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearMears Group plc ( LON:MER ) just released its latest full-year results and things are looking bullish. It was overall a...
Reported Earnings • Apr 12Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: UK£0.33 (up from UK£0.25 in FY 2022). Revenue: UK£1.09b (up 14% from FY 2022). Net income: UK£35.2m (up 27% from FY 2022). Profit margin: 3.2% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 5.4%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공고 • Apr 11Mears Group plc Recommends Final Dividend for the Year Ended 31 December 2023The board of Mears Group plc is recommending a final dividend of 9.30 pence, bringing the full year dividend for the year ended 31 December 2023 to 13.00 pence (fiscal year 2022: 10.50 pence) reflecting continued strong cash performance and the board's confidence in the group's prospects.
Buy Or Sell Opportunity • Apr 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 5.4% to UK£3.61. The fair value is estimated to be UK£3.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.
Buy Or Sell Opportunity • Mar 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to UK£3.56. The fair value is estimated to be UK£2.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.
Buy Or Sell Opportunity • Feb 09Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to UK£3.53. The fair value is estimated to be UK£2.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.4% in 2 years. Earnings are forecast to decline by 2.2% in the next 2 years.
Price Target Changed • Jan 11Price target increased by 35% to UK£4.08Up from UK£3.03, the current price target is an average from 4 analysts. New target price is 19% above last closing price of UK£3.43. Stock is up 65% over the past year. The company is forecast to post earnings per share of UK£0.29 for next year compared to UK£0.25 last year.
공고 • Dec 14+ 1 more updateMears Group plc Announces CEO ChangesMears Group plc announced that the transition of the CEO role from David Miles to Lucas Critchley is complete and David intends to relinquish that position and step down from the PLC Board on 31 December 2023. This has been well communicated to the company's stakeholders previously and the Board is pleased with this smooth transition. David will remain a key member of the senior management team and has committed to continue to provide support to the business over the medium term with particular focus on key client engagement, operational support and driving commercial performance. The completion of the Board transition, which commenced in May 2022 when the Group announced David Miles' intention to retire as CEO. Evidencing the strength of the company's succession planning, Lucas Critchley will take the position of CEO in January 2024.
공고 • Oct 05Mears Group plc (LSE:MER) commences an Equity Buyback Plan for 11,103,647 shares, representing 10.08% of its issued share capital, under the authorization approved on June 23, 2023.Mears Group plc (LSE:MER) commences share repurchases on October 3, 2023, under the program mandated by the shareholders in the Annual General Meeting held on June 23, 2023. As per the mandate, the company is authorized to repurchase up to 11,103,647 shares, representing 10.08% of its issued share capital. The minimum price (exclusive of expenses) which may be paid for each ordinary share is £0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 5% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The shares purchased may either be cancelled or held as treasury shares, which may then be cancelled, sold for cash, or used to meet the company’s obligations under its employee share schemes. The authority shall expire at the conclusion of the next Annual General Meeting of the company or September 22, 2024, whichever is earlier. As of June 23, 2023, the company had 110,185,009 ordinary shares in issue.
Upcoming Dividend • Sep 28Upcoming dividend of UK£0.037 per share at 4.0% yieldEligible shareholders must have bought the stock before 05 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (1.7%).
분석 기사 • Sep 22Mears Group (LON:MER) Is Increasing Its Dividend To £0.037Mears Group plc ( LON:MER ) has announced that it will be increasing its periodic dividend on the 27th of October to...
Recent Insider Transactions • Sep 14Interim Independent Chairman recently bought UK£83k worth of stockOn the 11th of September, Jim Clarke bought around 30k shares on-market at roughly UK£2.76 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Jim's only on-market trade for the last 12 months.
공고 • Sep 12Mears Group plc Appoints Jim Clarke as Permanent ChairmanMears Group plc announce that Mr. Jim Clarke has been appointed as permanent Chairman, having been delivering the role on an interim basis since 28 June 2023. Jim has spent the last 30 years serving on a number of PLC Boards across a variety of sectors in both an Executive and Non-Executive capacity and will provide experience and continuity. Jim joined the Mears' Board in 2019 and served most recently as Chair of Audit and Compliance Committee. The Board has commenced a process for the recruitment of an additional Non-Executive Director possessing the requisite financial experience and skills to Chair the A&CC. In the interim period, Jim will continue as a member of that Committee given his expertise in that area. In line with good practice, Dame Julia Unwin, Senior Independent Director, has been appointed as Interim Chair of the A&CC.
분석 기사 • Sep 08Mears Group (LON:MER) Has Announced That It Will Be Increasing Its Dividend To £0.037The board of Mears Group plc ( LON:MER ) has announced that the dividend on 27th of October will be increased to...
분석 기사 • Aug 25Mears Group's (LON:MER) Dividend Will Be Increased To £0.037Mears Group plc's ( LON:MER ) periodic dividend will be increasing on the 27th of October to £0.037, with investors...
분석 기사 • Aug 06Mears Group's (LON:MER) Dividend Will Be Increased To £0.037The board of Mears Group plc ( LON:MER ) has announced that the dividend on 27th of October will be increased to...
공고 • Aug 04+ 1 more updateMears Group plc Anticipates Revenues for the Full Year of 2023The Board of Mears Group plc anticipates revenues of at least £1 billion for the full year of 2023.
Price Target Changed • Aug 03Price target increased by 13% to UK£3.23Up from UK£2.86, the current price target is an average from 4 analysts. New target price is 15% above last closing price of UK£2.81. Stock is up 41% over the past year. The company is forecast to post earnings per share of UK£0.26 for next year compared to UK£0.25 last year.
Board Change • Jun 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Angela Lockwood was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Jun 29Mears Group plc Announces Board ChangesMears Group plc announced that Mr. Jim Clarke has been appointed as Interim Chairman following Kieran Murphy (Chairman) and Chris Loughlin (Chair-designate) stepping down from the Board, as notified on 23 June 2023. Jim joined the Board in 2019. Jim has spent the last 30 years serving on a number of PLC Boards in both an Executive and Non-Executive capacity and will provide experience and continuity until the appointment of a new Chairperson. Dame Julia Unwin will take on the role of Senior Independent Director and Angela Lockwood is appointed as Chair of the Remuneration Committee.
Upcoming Dividend • Jun 29Upcoming dividend of UK£0.072 per share at 3.6% yieldEligible shareholders must have bought the stock before 06 July 2023. Payment date: 27 July 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (1.6%).
공고 • Jun 23Mears Announces Board ChangesMears announced that it has received notice from Chris Loughlin, non-executive director of the company and Chair-designate, of his resignation from the board with effect from 23 June 2023. Accordingly, he will not seek re-election at the Annual General Meeting to be held on the same date. Chris had previously offered himself for re-election. Notwithstanding that proxy votes received suggest that this resolution would have passed with a majority in favour, there are a significant number of proxy votes against the resolution. As such, Chris has decided not to stand for re-election. The Board would like to thank Chris for his significant contribution during his time as a director. As the company's Notice of Meeting has already been issued, the company confirms that the resolution to reappoint Chris Loughlin as a non-executive director of the company (resolution number 7) is now withdrawn. Following receipt of notice of Chris Loughlin's resignation, a review of the membership of the board, the chairman position and board committees will be undertaken and communicated in due course.
공고 • Jun 16+ 1 more updateMears Group plc to Report First Half, 2023 Results on Aug 03, 2023Mears Group plc announced that they will report first half, 2023 results on Aug 03, 2023
Major Estimate Revision • May 06Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from UK£860.0m to UK£904.6m. EPS estimate increased from UK£0.206 to UK£0.234 per share. Net income forecast to shrink 5.6% next year vs 15% growth forecast for Commercial Services industry in the United Kingdom . Consensus price target up from UK£2.74 to UK£2.86. Share price rose 4.3% to UK£2.31 over the past week.
분석 기사 • May 02Mears Group plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearInvestors in Mears Group plc ( LON:MER ) had a good week, as its shares rose 6.5% to close at UK£2.22 following the...
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: UK£0.25 (up from UK£0.12 in FY 2021). Revenue: UK£959.6m (up 9.2% from FY 2021). Net income: UK£27.8m (up 114% from FY 2021). Profit margin: 2.9% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Commercial Services industry in the United Kingdom are expected to grow by 9.4%. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Jan 10Insufficient 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. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Angela Lockwood was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Jan 04Mears Group plc Announces Executive ChangesMears Group plc confirmed that the following Board changes were completed on 1 January 2023. New appointments are Lucas Critchley as Executive Director and Hema Nar as Employee Director. Company also announced retirements of Alan Long as Executive Director and Claire Gibbard as Employee Director.
Upcoming Dividend • Sep 29Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 06 October 2022. Payment date: 28 October 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (1.5%).
분석 기사 • Aug 21Mears Group (LON:MER) Has Announced That It Will Be Increasing Its Dividend To £0.0325Mears Group plc's ( LON:MER ) dividend will be increasing from last year's payment of the same period to £0.0325 on...
분석 기사 • Aug 07Mears Group (LON:MER) Is Increasing Its Dividend To £0.0325Mears Group plc ( LON:MER ) will increase its dividend on the 28th of October to £0.0325, which is 30% higher than last...
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£4.67m from profit in 1H 2021). Profit margin: (down from 1.1% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 8.4% compared to a 13% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Jun 22Price target increased to UK£2.66Up from UK£2.47, the current price target is an average from 4 analysts. New target price is 37% above last closing price of UK£1.94. Stock is up 2.6% over the past year. The company is forecast to post earnings per share of UK£0.14 for next year compared to UK£0.12 last year.
Price Target Changed • May 24Price target decreased to UK£2.47Down from UK£2.66, the current price target is an average from 4 analysts. New target price is 26% above last closing price of UK£1.96. Stock is up 4.0% over the past year. The company is forecast to post earnings per share of UK£0.14 for next year compared to UK£0.12 last year.
Upcoming Dividend • May 19Upcoming dividend of UK£0.055 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 16 June 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.0%).
Recent Insider Transactions • Apr 27CFO & Executive Director recently bought UK£51k worth of stockOn the 22nd of April, Andrew C. Smith bought around 26k shares on-market at roughly UK£1.99 per share. This was the largest purchase by an insider in the last 3 months. Andrew C. has been a buyer over the last 12 months, purchasing a net total of UK£91k worth in shares.
Buying Opportunity • Apr 05Now 20% undervaluedOver the last 90 days, the stock is up 5.8%. The fair value is estimated to be UK£2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 5.7% in 2 years. Earnings is forecast to grow by 22% in the next 2 years.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: UK£0.12 (vs UK£0.11 loss in FY 2020)Full year 2021 results: EPS: UK£0.12 (up from UK£0.11 loss in FY 2020). Revenue: UK£878.4m (up 9.0% from FY 2020). Net income: UK£13.0m (up UK£25.3m from FY 2020). Profit margin: 1.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the next year, revenue is expected to shrink by 6.8% compared to a 9.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Jan 05Less than half of directors are independentFollowing Non-Executive Director Angela Lockwood's arrival on 01 January 2022, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-executive Director Chris Loughlin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 30Upcoming dividend of UK£0.025 per shareEligible shareholders must have bought the stock before 07 October 2021. Payment date: 28 October 2021. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.3%).
분석 기사 • Aug 17Is Now An Opportune Moment To Examine Mears Group plc (LON:MER)?Mears Group plc ( LON:MER ), is not the largest company out there, but it saw a double-digit share price rise of over...
Reported Earnings • Aug 14First half 2021 earnings released: EPS UK£0.042 (vs UK£0.11 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£443.7m (up 12% from 1H 2020). Net income: UK£4.67m (up UK£16.9m from 1H 2020). Profit margin: 1.1% (up from net loss in 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
분석 기사 • Jun 24Here's Why Shareholders Should Examine Mears Group plc's (LON:MER) CEO Compensation Package More CloselyThe results at Mears Group plc ( LON:MER ) have been quite disappointing recently and CEO David Miles bears some...
Reported Earnings • May 13Full year 2020 earnings released: UK£0.11 loss per share (vs UK£0.19 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£805.8m (down 11% from FY 2019). Net loss: UK£12.3m (down 159% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Price Target Changed • Mar 22Price target increased to UK£2.23Up from UK£1.99, the current price target is an average from 4 analysts. New target price is 20% above last closing price of UK£1.86. Stock is up 28% over the past year.
분석 기사 • Mar 05Is Mears Group plc (LON:MER) Worth UK£1.8 Based On Its Intrinsic Value?How far off is Mears Group plc ( LON:MER ) from its intrinsic value? Using the most recent financial data, we'll take a...