Loading...
HMSO logo

Hammerson PlcLSE:HMSO 주식 보고서

시가총액 UK£1.8b
주가
UK£3.52
UK£3.61
2.7% 저평가 내재 할인율
1Y20.0%
7D0.6%
1D
포트폴리오 가치
보기

Hammerson Plc

LSE:HMSO 주식 리포트

시가총액: UK£1.8b

Hammerson (HMSO) 주식 개요

해머슨은 영국, 프랑스, 아일랜드의 주요 리테일 및 레저 앵커 도시를 소유하고 관리하는 영국 최대 규모의 상장사이자 순수 민간 기업입니다. 자세히 보기

HMSO 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장0/6
과거 실적2/6
재무 건전성2/6
배당2/6

HMSO Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

Hammerson Plc 경쟁사

가격 이력 및 성과

Hammerson 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£3.52
52주 최고가UK£3.74
52주 최저가UK£2.63
베타1.8
1개월 변동5.08%
3개월 변동12.04%
1년 변동19.99%
3년 변동43.94%
5년 변동-7.66%
IPO 이후 변동-98.62%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 16

HMSO: Price Uplifts And CFO Succession Will Shape Balanced Share Repricing

Analysts have lifted their price target for Hammerson shares by £0.39 from the prior level, citing recent research that reflects updated views on discount rates, revenue assumptions and P/E expectations. Analyst Commentary on Hammerson shares Recent Street research on Hammerson shares highlights a shift in analyst pricing frameworks, with updated targets reflecting revised discount rates, revenue assumptions and P/E expectations.
내러티브 업데이트 Jun 02

HMSO: Rating Upgrades And CFO Transition Will Shape Balanced Repricing Prospects

Narrative Update on Hammerson The analyst price target for Hammerson has been raised to £3.61 from £3.60. This reflects recent target increases from several banks and a broadly more constructive stance from analysts on European property stocks, even as they flag that the sector may still be sensitive in a stagflation scenario.
내러티브 업데이트 May 10

HMSO: Rating Upgrade And Dividend Outlook Will Shape Fairly Balanced Repricing Prospects

Narrative update Hammerson's analyst price target has been nudged higher, with a modest fair value adjustment supported by recent target increases of £0.39 and £0.50 and an upgrade to Overweight from Equal Weight as analysts respond to what they see as improving sentiment toward European property stocks. Analyst Commentary Recent research points to a more constructive tone around Hammerson, with fresh price targets and a ratings upgrade reflecting shifting expectations for how the stock could trade relative to its peers.

Recent updates

내러티브 업데이트 Jun 16

HMSO: Price Uplifts And CFO Succession Will Shape Balanced Share Repricing

Analysts have lifted their price target for Hammerson shares by £0.39 from the prior level, citing recent research that reflects updated views on discount rates, revenue assumptions and P/E expectations. Analyst Commentary on Hammerson shares Recent Street research on Hammerson shares highlights a shift in analyst pricing frameworks, with updated targets reflecting revised discount rates, revenue assumptions and P/E expectations.
내러티브 업데이트 Jun 02

HMSO: Rating Upgrades And CFO Transition Will Shape Balanced Repricing Prospects

Narrative Update on Hammerson The analyst price target for Hammerson has been raised to £3.61 from £3.60. This reflects recent target increases from several banks and a broadly more constructive stance from analysts on European property stocks, even as they flag that the sector may still be sensitive in a stagflation scenario.
내러티브 업데이트 May 10

HMSO: Rating Upgrade And Dividend Outlook Will Shape Fairly Balanced Repricing Prospects

Narrative update Hammerson's analyst price target has been nudged higher, with a modest fair value adjustment supported by recent target increases of £0.39 and £0.50 and an upgrade to Overweight from Equal Weight as analysts respond to what they see as improving sentiment toward European property stocks. Analyst Commentary Recent research points to a more constructive tone around Hammerson, with fresh price targets and a ratings upgrade reflecting shifting expectations for how the stock could trade relative to its peers.
내러티브 업데이트 Apr 25

HMSO: Rating Upgrades And Dividend Outlook Will Shape Balanced Repricing Prospects

The updated analyst price target for Hammerson rises by £0.03, with analysts attributing the change to slightly higher revenue growth assumptions, a modestly lower discount rate, and a small adjustment to the future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets and rating upgrades for Hammerson, with analysts updating their models around revenue expectations, discount rates, and the future P/E multiple applied to the shares.
내러티브 업데이트 Apr 10

HMSO: Positive Rating Upgrades And Dividend Outlook Will Drive Bullish Repricing

Hammerson's updated analyst price target has edged to around £3.58, with analysts pointing to refined fair value estimates and a slightly lower assumed future P/E multiple, supported by recent upgrades and price target increases from several banks. Analyst Commentary Recent research points to more constructive sentiment around Hammerson, with several banks revisiting their assumptions on fair value, sector positioning and risk scenarios.
내러티브 업데이트 Mar 27

HMSO: Upgraded Ratings And Higher Future P/E Will Drive Bullish Repricing

Hammerson's analyst price target has edged higher to £3.59 from £3.47, as analysts factor in updated assumptions for slightly stronger revenue growth, a modestly higher discount rate, and a revised future P/E of about 14.45x, partly reflected in recent target lifts and upgrades from several banks. Analyst Commentary Recent research updates point to a cluster of upgraded ratings and higher price targets, as analysts refresh their models for Hammerson and the wider European property group.
내러티브 업데이트 Mar 10

HMSO: Future P/E Assumptions And Execution Will Shape Balanced Risk Profile

Analysts have nudged their fair value estimate for Hammerson higher, with the updated price target rising from about £3.34 to roughly £3.47, citing revised assumptions around growth, margins and future P/E multiples following recent upgrades and target increases from the Street. Analyst Commentary Recent research updates point to a slightly more constructive tone around Hammerson, with the latest work fine tuning assumptions on growth, margins and future P/E multiples rather than ripping up the core investment case.
내러티브 업데이트 Feb 24

HMSO: Revenue And Margin Execution Will Shape Fairly Balanced Risk Profile

Analysts have lifted their Hammerson price targets by £0.04, citing updated assumptions around revenue growth, profit margin, and a slightly lower discount rate in their models. Analyst Commentary Recent research points to a more constructive stance on Hammerson, with price targets adjusted to reflect updated revenue and margin assumptions, as well as changes in discount rates used in valuation models.
내러티브 업데이트 Feb 08

HMSO: Rental Guidance And Earnings Path Will Frame Balanced Risk Profile

Analysts have nudged their fair value estimate for Hammerson higher to £3.34 from £3.31, citing recent price target increases and upgrades that reflect updated assumptions on the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates point to a more refined view of Hammerson, with analysts adjusting their work to reflect changes in assumptions around discount rates, revenue growth, profit margins and future P/E levels.
내러티브 업데이트 Jan 23

HMSO: Medium Term Rental Guidance And EPRA Earnings Will Shape Risk Reward

Analysts have nudged their price target on Hammerson slightly higher to £3.31 from £3.30. This reflects small adjustments to assumptions around discount rate, fair value and future P/E, while revenue growth and profit margin expectations remain broadly unchanged.
내러티브 업데이트 Jan 08

HMSO: Medium Term Guidance And Rental Income Outlook Will Define Risk Reward

Analysts have nudged their fair value estimate for Hammerson slightly higher to £3.30 from about £3.27, citing small adjustments to discount rate assumptions and a modestly higher future P/E multiple in their models. What's in the News Hammerson issued financial guidance for 2026 and 2027, indicating that management expects the full effect of past repositionings and acquisitions to be reflected in these years.
내러티브 업데이트 Dec 14

HMSO: Medium-Term Earnings Guidance Will Shape Future Risk-Reward Balance

Analysts have raised their price target on Hammerson by approximately £0.07, citing slightly faster expected revenue growth and a modestly higher future price to earnings multiple, which is partly offset by a marginally lower profit margin and discount rate. What's in the News Hammerson issued new financial guidance for 2026 and 2027, expecting further growth as benefits from recent repositionings and acquisitions feed through, supporting a medium term EPRA EPS compound annual growth rate target of 8 to 10% (Key Developments).
내러티브 업데이트 Nov 29

HMSO: Revenue Momentum And Leadership Change Will Influence Medium-Term Prospects

Analysts have raised their price target for Hammerson slightly, increasing it from £3.19 to £3.20. This adjustment is based on stronger revenue growth projections, even though a modest decrease in expected profit margin has been noted.
내러티브 업데이트 Nov 15

HMSO: Earnings Outlook And Lower Discount Rate Will Shape 2025 Performance

Analysts have raised their price target for Hammerson from £3.04 to £3.19, citing improved revenue growth projections and a slightly higher expected profit margin as key drivers for the increase. What's in the News Hammerson Plc updated its earnings guidance for fiscal year 2025 and now expects earnings to be around £101 million (Key Developments).
내러티브 업데이트 Nov 01

HMSO: Share Buybacks And New Leadership Will Shape Asset Unlocking Path

Analysts have raised their price target for Hammerson slightly. The estimated fair value has increased from £3.03 to £3.04 per share, reflecting updated assessments of discount rates and future profitability metrics.
내러티브 업데이트 Oct 17

Urban Redevelopment And Mixed-Use Repositioning Will Unlock Key Assets

Hammerson’s analyst price target was recently revised down from £4.21 to £3.85, as analysts cited shifting revenue growth expectations and updated fair value calculations in their rationale. Analyst Commentary Recent revisions to Hammerson’s price target have prompted discussion among market observers, with attention on the company’s valuation, growth prospects, and operational execution.
User avatar
새로운 내러티브 Jul 31

Urban Redevelopment And Mixed-Use Repositioning Will Unlock Key Assets

Repositioning into mixed-use assets, experiential retail, and data-driven leasing is increasing occupancy, rental income, and diversifying revenue sources for resilient growth.
분석 기사 Aug 12

Growth Investors: Industry Analysts Just Upgraded Their Hammerson plc (LON:HMSO) Revenue Forecasts By 24%

Celebrations may be in order for Hammerson plc ( LON:HMSO ) shareholders, with the analysts delivering a significant...
분석 기사 Jul 29

The Hammerson plc (LON:HMSO) Analysts Have Been Trimming Their Sales Forecasts

The latest analyst coverage could presage a bad day for Hammerson plc ( LON:HMSO ), with the analysts making...

주주 수익률

HMSOGB Retail REITsGB 시장
7D0.6%-0.5%-0.4%
1Y20.0%12.7%18.3%

수익률 대 산업: HMSO은 지난 1년 동안 12.7%의 수익을 기록한 UK Retail REITs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: HMSO은 지난 1년 동안 18.3%를 기록한 UK 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is HMSO's price volatile compared to industry and market?
HMSO volatility
HMSO Average Weekly Movement4.2%
Retail REITs Industry Average Movement2.8%
Market Average Movement5.5%
10% most volatile stocks in GB Market11.1%
10% least volatile stocks in GB Market3.0%

안정적인 주가: HMSO는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: HMSO의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
1942124Rob Wilkinsonwww.hammerson.com

해머슨은 영국, 프랑스, 아일랜드 전역의 주요 리테일 및 레저 중심 도시를 소유하고 관리하는 영국 최대 규모의 상장사이자 순수 기업입니다. 당사는 리테일, 레저 및 커뮤니티 허브가 통합된 랜드마크 도시 목적지를 소유, 관리 및 투자하여 진화하는 고객과 거주자의 요구를 충족하는 동시에 이해관계자에게 지속 가능한 장기 성장을 제공하고 있습니다. 10개 도시 지점은 전 세계 모든 소매점 중 상위 20위 안에 들며, 소매 지출이 집중된 상위 1%에 속합니다.

Hammerson Plc 기초 지표 요약

Hammerson의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
HMSO 기초 통계
시가총액UK£1.82b
순이익 (TTM)UK£232.10m
매출 (TTM)UK£264.30m
8.0x
주가수익비율(P/E)
7.1x
주가매출비율(P/S)

HMSO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
HMSO 손익계산서 (TTM)
매출UK£264.30m
매출원가UK£81.80m
총이익UK£182.50m
기타 비용-UK£49.60m
순이익UK£232.10m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

Aug 12, 2026

주당순이익(EPS)0.44
총이익률69.05%
순이익률87.82%
부채/자본 비율75.4%

HMSO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.7%
현재 배당 수익률
77%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/22 13:26
종가2026/06/22 00:00
수익2025/12/31
연간 수익2025/12/31

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
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Hammerson Plc는 24명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kyle RollinsonArqaam Capital Research Offshore S.A.L.
Eleanor FrewBarclays
Paul MayBarclays