Tesco PLC

LSE:TSCO 주식 리포트

시가총액: UK£28.7b

Tesco 배당 및 자사주 매입

배당 기준 점검 3/6

Tesco 수익으로 충분히 충당되는 현재 수익률 3.21% 보유한 배당금 지급 회사입니다. 다음 지급일은 26th June, 2026 이며 배당락일은 다음과 같습니다. 14th May, 2026.

핵심 정보

3.2%

배당 수익률

5.4%

자사주 매입 수익률

총 주주 수익률8.6%
미래 배당 수익률4.1%
배당 성장률14.1%
다음 배당 지급일26 Jun 26
배당락일14 May 26
주당 배당금n/a
배당 성향53%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 Jun 17

TSCO: Ecosystem Strength And Buyback Programme Will Support Future Share Price Upside

Tesco’s analyst price target is nudged higher to £5.16, with analysts pointing to a refined discount rate, steady revenue growth assumptions, and only marginal adjustments to profit margin and future P/E inputs. Analyst Commentary Recent commentary on Tesco gives you a mixed but generally constructive picture, with several firms refining their view on how the company competes in a UK grocery market that analysts describe as shifting toward an ecosystem model rather than a simple price fight.
내러티브 업데이트 Jun 01

TSCO: Ecosystem Advantage And £750m Buyback Will Drive Future Upside

Analysts have nudged Tesco’s fair value estimate slightly higher to £5.15 from £5.12, reflecting updated views on its role in the UK grocery "ecosystem war" and recent price target increases from several banks. Analyst Commentary Recent research points toward a generally constructive stance on Tesco, with several price targets adjusted higher and new coverage framed around its position in what some describe as an "ecosystem war" in UK grocery rather than a simple price battle.
내러티브 업데이트 May 13

TSCO: Future Upside Will Hinge On Margins And £750m Share Repurchases

Analysts have nudged Tesco's implied fair value higher to around £5.12 per share, reflecting slightly updated assumptions for discount rates, modest revenue growth and profit margins, along with recent upward moves in Street price targets from banks such as JPMorgan, Deutsche Bank and Citi. Analyst Commentary Recent research on Tesco points to a generally constructive stance, with several firms updating their models and price targets to reflect current assumptions on discount rates, margins and revenue trends.
내러티브 업데이트 Apr 23

TSCO: Future Returns Will Depend On Margins And Share Repurchase Discipline

Analysts have raised the Tesco price target to reflect a fair value estimate of £5.10, supported by slightly firmer profit margin assumptions, a marginally lower discount rate, and a small adjustment to future P/E expectations, even as projected revenue growth is set at a more modest level. Analyst Commentary Recent research on Tesco reflects a mix of confidence in the current setup and attention to execution risks, with several large banks revisiting their fair value assumptions and price targets.
분석 기사 Apr 19

The Tesco PLC (LON:TSCO) Full-Year Results Are Out And Analysts Have Published New Forecasts

The annual results for Tesco PLC ( LON:TSCO ) were released last week, making it a good time to revisit its...
내러티브 업데이트 Apr 08

TSCO: Future Returns Will Depend On Margins And Modest Multiple Expectations

Analysts have made a modest upward adjustment to Tesco's price target, reflecting slightly higher fair value estimates around £4.89, a small change to assumed discount rates and growth, and a marginally lower future P/E multiple. Analyst Commentary Recent research updates on Tesco highlight a mix of optimism around fair value and some caution on execution and near term risks.
내러티브 업데이트 Mar 25

TSCO: Execution On Margins And P E Assumptions Will Guide Future Returns

Tesco's analyst price target has been adjusted to £4.86 from £4.81. Analysts cite updated fair value estimates, a slightly higher assumed P/E multiple, and refined views on revenue growth and profit margin as drivers of the change.
내러티브 업데이트 Mar 10

TSCO: Store Partnerships And Execution Will Shape Fairly Valued Future Returns

Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly adjusted assumptions for fair value, discount rate, revenue, profit margin and future P/E multiples. Analyst Commentary Recent commentary around Tesco focuses on how the adjusted £4.80 price target lines up with expectations on valuation, execution and growth.
내러티브 업데이트 Feb 24

TSCO: Execution On Store Partnerships And Margins Will Shape Future Returns

Narrative Update Analysts have trimmed their Tesco price target to £4.80 from £5.00, reflecting slightly lower discount rate and future P/E assumptions while keeping their broader positive stance on the shares intact. Analyst Commentary Bullish and bearish analysts are reacting to the revised £4.80 price target with a focus on how Tesco can execute against its current valuation, rather than a wholesale change in view on the company.
내러티브 업데이트 Feb 10

TSCO: Higher Discount Rate Assumptions And Retail Execution Will Shape Future Returns

Analysts have trimmed their average price target on Tesco to £4.80 from £5.00, citing slightly higher discount rate assumptions and only marginal tweaks to growth and margin inputs in their models. Analyst Commentary Recent commentary around Tesco centres on how small model adjustments feed through to valuation, with the average price target easing to £4.80.
분석 기사 Feb 03

Risks To Shareholder Returns Are Elevated At These Prices For Tesco PLC (LON:TSCO)

There wouldn't be many who think Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 17.9x is worth a...
내러티브 업데이트 Jan 26

TSCO: Higher Risk Assumptions And Retail Execution Will Shape Future Upside

The latest analyst narrative on Tesco reflects a small reduction in the implied fair value, in line with JPMorgan trimming its price target to £4.80 from £5.00. Analysts are factoring in slightly softer revenue growth assumptions, a marginally higher discount rate, and a modestly lower future P/E multiple.
분석 기사 Jan 19

Tesco (LON:TSCO) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
내러티브 업데이트 Jan 12

TSCO: Higher Risk Assumptions And Stable Margins Will Shape Future Upside

Analysts have trimmed their Tesco fair value estimate slightly to £4.80 from about £4.84. They cite a modest reset in discount rate assumptions alongside steady expectations for revenue growth, profit margins and future P/E levels.
내러티브 업데이트 Dec 15

TSCO: Modest Margin Inflection And Consumer Headwinds Will Shape Near-Term Performance

Analysts have modestly raised their Tesco price target, reflecting a slightly higher fair value estimate of approximately $4.84, up from about $4.70, supported by incremental improvements in revenue growth, profit margin and expected future valuation multiples. Analyst Commentary Analyst opinion on Tesco remains cautiously constructive, with recent price target adjustments reflecting incremental confidence in the group’s ability to execute on its strategy while navigating a still fragile consumer backdrop.
분석 기사 Dec 04

Is There An Opportunity With Tesco PLC's (LON:TSCO) 30% Undervaluation?

Key Insights The projected fair value for Tesco is UK£6.48 based on 2 Stage Free Cash Flow to Equity Tesco's UK£4.51...
내러티브 업데이트 Nov 29

TSCO: Earnings Outlook And Upcoming Report Will Define Near-Term Momentum

Tesco’s analyst price target was raised from 400 GBp to 450 GBp, as analysts cited improved earnings forecasts and the company’s placement on a positive catalyst watch in advance of its upcoming results. Analyst Commentary Analyst sentiment on Tesco has become increasingly positive following recent revisions to earnings estimates and a notable upgrade in the company's price target.
내러티브 업데이트 Nov 15

TSCO: Upgraded Outlook May Drive Momentum Ahead Of Earnings Update

Analysts have increased their price target for Tesco to £4.50 from £4.00, citing stronger than expected earnings estimates and an improved profit outlook. Analyst Commentary Bullish analysts have raised their price targets for Tesco, reflecting increased confidence in the company's outlook.
분석 기사 Nov 04

These 4 Measures Indicate That Tesco (LON:TSCO) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
내러티브 업데이트 Nov 01

TSCO: Upcoming Earnings And Dividend Will Shape Outlook Amid Mixed Sentiment

Tesco's analyst price target has increased from 400 GBp to 450 GBp. Analysts cite stronger earnings estimates and the company being placed on a "Positive Catalyst Watch" ahead of upcoming results. Analyst Commentary Bullish Takeaways Bullish analysts raised Tesco’s price target to 450 GBp, reflecting increased confidence in the company’s growth trajectory and financial performance.
분석 기사 Oct 20

Tesco PLC's (LON:TSCO) Popularity With Investors Is Under Threat From Overpricing

Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 18.7x might make it look like a sell right now compared...
내러티브 업데이트 Oct 17

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised, increasing from £4.56 to approximately £4.70 per share. Analysts cite stronger-than-expected earnings forecasts and improved profit margin expectations as their rationale for the update.
내러티브 업데이트 Oct 03

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco's price target has been raised from 400 GBp to 450 GBp as analysts cite improved earnings forecasts. Estimates are now set well above company guidance.
내러티브 업데이트 Sep 16

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.
내러티브 업데이트 Sep 01

Digital Investments And Clubcard Offers Will Transform Retail Experiences

Tesco’s fair value estimate was marginally revised upward to £4.29, primarily reflecting a modest increase in its future P/E multiple while revenue growth forecasts remained steady. What's in the News Tractor Supply is expanding its final-mile delivery network by hiring drivers and renting vehicles to serve rural customers more effectively, aiming to boost digital and B2B sales (WSJ).
분석 기사 Aug 26

Estimating The Fair Value Of Tesco PLC (LON:TSCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tesco fair value estimate is UK£4.72 Tesco's UK£4.26 share...
분석 기사 Aug 05

Does Tesco (LON:TSCO) Have A Healthy Balance Sheet?

LSE:TSCO 1 Year Share Price vs Fair Value Explore Tesco's Fair Values from the Community and select yours David Iben...
분석 기사 Jul 18

What Tesco PLC's (LON:TSCO) P/E Is Not Telling You

It's not a stretch to say that Tesco PLC's ( LON:TSCO ) price-to-earnings (or "P/E") ratio of 16.8x right now seems...
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새로운 내러티브 Nov 07

Unleashing Digital Innovation And Premium Products To Outperform In Competitive Markets

Tesco's digital investment and omnichannel expansion are set to drive revenue growth by enhancing convenience and product variety for customers.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: TSCO 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.

배당금 증가: TSCO 의 배당금 지급이 증가했지만 회사는 9 년 동안만 배당금을 지급했습니다.


배당 수익률 vs 시장

Tesco 배당 수익률 vs 시장
TSCO의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (TSCO)3.2%
시장 하위 25% (GB)2.2%
시장 상위 25% (GB)5.6%
업계 평균 (Consumer Retailing)3.6%
분석가 예측 (TSCO) (최대 3년)4.1%

주목할만한 배당금: TSCO 의 배당금( 3.21% )은 UK 시장에서 배당금 지급자의 하위 25%( 2.19% )보다 높습니다.

고배당: TSCO 의 배당금( 3.21% )은 UK 시장에서 배당금 지급자의 상위 25%( 5.64% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 52.8% )을 통해 TSCO 의 배당금 지급은 수익으로 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 40.7% )로 TSCO 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/18 19:51
종가2026/06/18 00:00
수익2026/02/28
연간 수익2026/02/28

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Tesco PLC는 29명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy AttenboroughBanco Santander
Matthew ClementsBarclays
James AnsteadBarclays