View Financial HealthAckerstein Group 배당 및 자사주 매입배당 기준 점검 2/6Ackerstein Group 수익으로 충분히 충당되는 현재 수익률 1.96% 보유한 배당금 지급 회사입니다.핵심 정보2.0%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률19.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향54%최근 배당 및 자사주 매입 업데이트Declared Dividend • Mar 18Dividend reduced to ₪0.17Dividend of ₪0.17 is 0.1% lower than last year. Ex-date: 23rd March 2026 Payment date: 6th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.공시 • Mar 17Ackerstein Group Ltd announces Annual dividend, payable on April 06, 2026Ackerstein Group Ltd announced Annual dividend of ILS 0.1733 per share payable on April 06, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.Declared Dividend • Mar 15Dividend of ₪0.17 announcedShareholders will receive a dividend of ₪0.17. Ex-date: 20th March 2025 Payment date: 2nd April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Mar 13Ackerstein Group Ltd announces Annual dividend, payable on April 02, 2025Ackerstein Group Ltd announced Annual dividend of ILS 0.1736 per share payable on April 02, 2025, ex-date on March 20, 2025 and record date on March 20, 2025.모든 업데이트 보기Recent updatesReported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.061 (vs ₪0.075 in 1Q 2025)First quarter 2026 results: EPS: ₪0.061 (down from ₪0.075 in 1Q 2025). Revenue: ₪209.7m (down 9.0% from 1Q 2025). Net income: ₪17.5m (down 19% from 1Q 2025). Profit margin: 8.3% (down from 9.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • Apr 21Ackerstein Group Ltd, Annual General Meeting, May 25, 2026Ackerstein Group Ltd, Annual General Meeting, May 25, 2026. Location: co. offices, IsraelNew Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).New Risk • Mar 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.1% net profit margin).Declared Dividend • Mar 18Dividend reduced to ₪0.17Dividend of ₪0.17 is 0.1% lower than last year. Ex-date: 23rd March 2026 Payment date: 6th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.공시 • Mar 17Ackerstein Group Ltd announces Annual dividend, payable on April 06, 2026Ackerstein Group Ltd announced Annual dividend of ILS 0.1733 per share payable on April 06, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪8.30, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 15x in the Basic Materials industry in Asia. Total returns to shareholders of 161% over the past three years.공시 • Feb 17Ackerstein Group Ltd to Report Q4, 2025 Results on Mar 16, 2026Ackerstein Group Ltd announced that they will report Q4, 2025 results on Mar 16, 2026분석 기사 • Jan 28Does Ackerstein Group (TLV:ACKR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: ₪0.063 (vs ₪0.20 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.063 (down from ₪0.20 in 3Q 2024). Revenue: ₪238.3m (down 5.7% from 3Q 2024). Net income: ₪18.1m (down 69% from 3Q 2024). Profit margin: 7.6% (down from 23% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 28Ackerstein Group Ltd to Report Q3, 2025 Results on Nov 25, 2025Ackerstein Group Ltd announced that they will report Q3, 2025 results on Nov 25, 2025분석 기사 • Sep 17Does Ackerstein Group (TLV:ACKR) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Aug 26Ackerstein Group's (TLV:ACKR) Earnings Are Weaker Than They SeemAckerstein Group Ltd ( TLV:ACKR ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...공시 • Aug 22Ackerstein Group Ltd, Annual General Meeting, Sep 25, 2025Ackerstein Group Ltd, Annual General Meeting, Sep 25, 2025. Location: company offices, IsraelReported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.057 (vs ₪0.05 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.057 (up from ₪0.05 in 2Q 2024). Revenue: ₪223.6m (up 4.3% from 2Q 2024). Net income: ₪16.4m (up 14% from 2Q 2024). Profit margin: 7.3% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.공시 • Jul 29Ackerstein Group Ltd to Report Q2, 2025 Results on Aug 18, 2025Ackerstein Group Ltd announced that they will report Q2, 2025 results on Aug 18, 2025분석 기사 • Jul 14Returns At Ackerstein Group (TLV:ACKR) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪8.59, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 16x in the Basic Materials industry in Asia. Total returns to shareholders of 110% over the past three years.분석 기사 • Jun 13Investors Aren't Entirely Convinced By Ackerstein Group Ltd's (TLV:ACKR) EarningsIt's not a stretch to say that Ackerstein Group Ltd's ( TLV:ACKR ) price-to-earnings (or "P/E") ratio of 15.5x right...Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪0.075 (vs ₪0.053 in 1Q 2024)First quarter 2025 results: EPS: ₪0.075 (up from ₪0.053 in 1Q 2024). Revenue: ₪230.5m (up 19% from 1Q 2024). Net income: ₪21.6m (up 42% from 1Q 2024). Profit margin: 9.4% (up from 7.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.공시 • May 11Ackerstein Group Ltd to Report Q1, 2025 Results on May 21, 2025Ackerstein Group Ltd announced that they will report Q1, 2025 results on May 21, 2025New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 108% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Large one-off items impacting financial results.Declared Dividend • Mar 15Dividend of ₪0.17 announcedShareholders will receive a dividend of ₪0.17. Ex-date: 20th March 2025 Payment date: 2nd April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₪0.43 (vs ₪0.33 in FY 2023)Full year 2024 results: EPS: ₪0.43 (up from ₪0.33 in FY 2023). Revenue: ₪902.4m (down 13% from FY 2023). Net income: ₪123.4m (up 32% from FY 2023). Profit margin: 14% (up from 9.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.공시 • Mar 13Ackerstein Group Ltd announces Annual dividend, payable on April 02, 2025Ackerstein Group Ltd announced Annual dividend of ILS 0.1736 per share payable on April 02, 2025, ex-date on March 20, 2025 and record date on March 20, 2025.공시 • Mar 03Ackerstein Group Ltd to Report Q4, 2024 Results on Mar 12, 2025Ackerstein Group Ltd announced that they will report Q4, 2024 results on Mar 12, 2025분석 기사 • Jan 02Ackerstein Group's (TLV:ACKR) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Dec 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.분석 기사 • Dec 03Optimistic Investors Push Ackerstein Group Ltd (TLV:ACKR) Shares Up 30% But Growth Is LackingAckerstein Group Ltd ( TLV:ACKR ) shares have continued their recent momentum with a 30% gain in the last month alone...Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₪8.10, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 17x in the Basic Materials industry in Asia. Total returns to shareholders of 137% over the past three years.분석 기사 • Dec 02These 4 Measures Indicate That Ackerstein Group (TLV:ACKR) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: ₪0.05 (vs ₪0.066 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.05 (down from ₪0.066 in 2Q 2023). Revenue: ₪214.4m (down 17% from 2Q 2023). Net income: ₪14.4m (down 24% from 2Q 2023). Profit margin: 6.7% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 12Ackerstein Group (TLV:ACKR) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Jul 10Ackerstein Group Ltd, Annual General Meeting, Aug 19, 2024Ackerstein Group Ltd, Annual General Meeting, Aug 19, 2024. Location: co. offices, Israel분석 기사 • Jun 05Ackerstein Group (TLV:ACKR) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: ₪0.053 (vs ₪0.075 in 1Q 2023)First quarter 2024 results: EPS: ₪0.053 (down from ₪0.075 in 1Q 2023). Revenue: ₪194.1m (down 24% from 1Q 2023). Net income: ₪15.2m (down 29% from 1Q 2023). Profit margin: 7.8% (down from 8.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.Reported Earnings • Mar 13Full year 2023 earnings released: EPS: ₪0.33 (vs ₪0.26 in FY 2022)Full year 2023 results: EPS: ₪0.33 (up from ₪0.26 in FY 2022). Revenue: ₪1.04b (up 33% from FY 2022). Net income: ₪93.5m (up 24% from FY 2022). Profit margin: 9.0% (in line with FY 2022).공시 • Mar 11Ackerstein Group Ltd to Report Q4, 2023 Results on Mar 12, 2024Ackerstein Group Ltd announced that they will report Q4, 2023 results on Mar 12, 2024Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.073 (vs ₪0.051 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.073 (up from ₪0.051 in 3Q 2022). Revenue: ₪271.2m (up 19% from 3Q 2022). Net income: ₪20.9m (up 43% from 3Q 2022). Profit margin: 7.7% (up from 6.4% in 3Q 2022).분석 기사 • Oct 15The Returns At Ackerstein Group (TLV:ACKR) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: ₪0.066 (vs ₪0.03 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.066 (up from ₪0.03 in 2Q 2022). Revenue: ₪259.6m (up 41% from 2Q 2022). Net income: ₪18.9m (up 116% from 2Q 2022). Profit margin: 7.3% (up from 4.7% in 2Q 2022).Reported Earnings • May 30First quarter 2023 earnings released: EPS: ₪0.075 (vs ₪0.034 in 1Q 2022)First quarter 2023 results: EPS: ₪0.075 (up from ₪0.034 in 1Q 2022). Revenue: ₪254.5m (up 50% from 1Q 2022). Net income: ₪21.5m (up 123% from 1Q 2022). Profit margin: 8.4% (up from 5.7% in 1Q 2022).Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₪0.26 (vs ₪0.22 in FY 2021)Full year 2022 results: EPS: ₪0.26 (up from ₪0.22 in FY 2021). Revenue: ₪782.3m (up 22% from FY 2021). Net income: ₪75.6m (up 25% from FY 2021). Profit margin: 9.7% (in line with FY 2021).분석 기사 • Mar 24Ackerstein Group Ltd's (TLV:ACKR) Share Price Not Quite Adding UpWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") below 8x, you may consider...Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.051 (vs ₪0.035 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.051 (up from ₪0.035 in 3Q 2021). Revenue: ₪228.3m (up 41% from 3Q 2021). Net income: ₪14.6m (up 45% from 3Q 2021). Profit margin: 6.4% (up from 6.2% in 3Q 2021).Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Karin Ackerstein was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪4.97, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 15x in the Basic Materials industry in Asia. Total returns to shareholders of 40% over the past year.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪5.14, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Basic Materials industry in Asia.분석 기사 • Dec 05Ackerstein Group's (TLV:ACKR) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Ackerstein Group Ltd's ( TLV:ACKR ) recent earnings didn't contain any...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 배당금 지급이 안정적인 반면, ACKR 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.배당금 증가: ACKR 의 배당금 지급이 증가했지만 회사는 4 년 동안만 배당금을 지급했습니다.배당 수익률 vs 시장Ackerstein Group 배당 수익률 vs 시장ACKR의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (ACKR)2.0%시장 하위 25% (IL)1.7%시장 상위 25% (IL)5.4%업계 평균 (Basic Materials)2.2%분석가 예측 (ACKR) (최대 3년)n/a주목할만한 배당금: ACKR 의 배당금( 1.96% )은 IL 시장에서 배당금 지급자의 하위 25%( 1.7% )보다 높습니다.고배당: ACKR 의 배당금( 1.96% )은 IL 시장에서 배당금 지급자의 상위 25%( 5.36% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 54.2% )을 통해 ACKR 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: ACKR 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIL 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 23:33종가2026/05/29 00:00수익2026/03/31연간 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Ackerstein Group Ltd는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Declared Dividend • Mar 18Dividend reduced to ₪0.17Dividend of ₪0.17 is 0.1% lower than last year. Ex-date: 23rd March 2026 Payment date: 6th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.
공시 • Mar 17Ackerstein Group Ltd announces Annual dividend, payable on April 06, 2026Ackerstein Group Ltd announced Annual dividend of ILS 0.1733 per share payable on April 06, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.
Declared Dividend • Mar 15Dividend of ₪0.17 announcedShareholders will receive a dividend of ₪0.17. Ex-date: 20th March 2025 Payment date: 2nd April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Mar 13Ackerstein Group Ltd announces Annual dividend, payable on April 02, 2025Ackerstein Group Ltd announced Annual dividend of ILS 0.1736 per share payable on April 02, 2025, ex-date on March 20, 2025 and record date on March 20, 2025.
Reported Earnings • May 24First quarter 2026 earnings released: EPS: ₪0.061 (vs ₪0.075 in 1Q 2025)First quarter 2026 results: EPS: ₪0.061 (down from ₪0.075 in 1Q 2025). Revenue: ₪209.7m (down 9.0% from 1Q 2025). Net income: ₪17.5m (down 19% from 1Q 2025). Profit margin: 8.3% (down from 9.4% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • Apr 21Ackerstein Group Ltd, Annual General Meeting, May 25, 2026Ackerstein Group Ltd, Annual General Meeting, May 25, 2026. Location: co. offices, Israel
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (7.1% net profit margin).
New Risk • Mar 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.1% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (7.1% net profit margin).
Declared Dividend • Mar 18Dividend reduced to ₪0.17Dividend of ₪0.17 is 0.1% lower than last year. Ex-date: 23rd March 2026 Payment date: 6th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (54% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 4 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 40% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.4% EPS decline seen over the last 5 years.
공시 • Mar 17Ackerstein Group Ltd announces Annual dividend, payable on April 06, 2026Ackerstein Group Ltd announced Annual dividend of ILS 0.1733 per share payable on April 06, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₪8.30, the stock trades at a trailing P/E ratio of 25.9x. Average trailing P/E is 15x in the Basic Materials industry in Asia. Total returns to shareholders of 161% over the past three years.
공시 • Feb 17Ackerstein Group Ltd to Report Q4, 2025 Results on Mar 16, 2026Ackerstein Group Ltd announced that they will report Q4, 2025 results on Mar 16, 2026
분석 기사 • Jan 28Does Ackerstein Group (TLV:ACKR) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 26Third quarter 2025 earnings released: EPS: ₪0.063 (vs ₪0.20 in 3Q 2024)Third quarter 2025 results: EPS: ₪0.063 (down from ₪0.20 in 3Q 2024). Revenue: ₪238.3m (down 5.7% from 3Q 2024). Net income: ₪18.1m (down 69% from 3Q 2024). Profit margin: 7.6% (down from 23% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 28Ackerstein Group Ltd to Report Q3, 2025 Results on Nov 25, 2025Ackerstein Group Ltd announced that they will report Q3, 2025 results on Nov 25, 2025
분석 기사 • Sep 17Does Ackerstein Group (TLV:ACKR) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Aug 26Ackerstein Group's (TLV:ACKR) Earnings Are Weaker Than They SeemAckerstein Group Ltd ( TLV:ACKR ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
공시 • Aug 22Ackerstein Group Ltd, Annual General Meeting, Sep 25, 2025Ackerstein Group Ltd, Annual General Meeting, Sep 25, 2025. Location: company offices, Israel
Reported Earnings • Aug 19Second quarter 2025 earnings released: EPS: ₪0.057 (vs ₪0.05 in 2Q 2024)Second quarter 2025 results: EPS: ₪0.057 (up from ₪0.05 in 2Q 2024). Revenue: ₪223.6m (up 4.3% from 2Q 2024). Net income: ₪16.4m (up 14% from 2Q 2024). Profit margin: 7.3% (up from 6.7% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
공시 • Jul 29Ackerstein Group Ltd to Report Q2, 2025 Results on Aug 18, 2025Ackerstein Group Ltd announced that they will report Q2, 2025 results on Aug 18, 2025
분석 기사 • Jul 14Returns At Ackerstein Group (TLV:ACKR) Appear To Be Weighed DownWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪8.59, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 16x in the Basic Materials industry in Asia. Total returns to shareholders of 110% over the past three years.
분석 기사 • Jun 13Investors Aren't Entirely Convinced By Ackerstein Group Ltd's (TLV:ACKR) EarningsIt's not a stretch to say that Ackerstein Group Ltd's ( TLV:ACKR ) price-to-earnings (or "P/E") ratio of 15.5x right...
Reported Earnings • May 22First quarter 2025 earnings released: EPS: ₪0.075 (vs ₪0.053 in 1Q 2024)First quarter 2025 results: EPS: ₪0.075 (up from ₪0.053 in 1Q 2024). Revenue: ₪230.5m (up 19% from 1Q 2024). Net income: ₪21.6m (up 42% from 1Q 2024). Profit margin: 9.4% (up from 7.8% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results.
공시 • May 11Ackerstein Group Ltd to Report Q1, 2025 Results on May 21, 2025Ackerstein Group Ltd announced that they will report Q1, 2025 results on May 21, 2025
New Risk • Mar 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 108% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Large one-off items impacting financial results.
Declared Dividend • Mar 15Dividend of ₪0.17 announcedShareholders will receive a dividend of ₪0.17. Ex-date: 20th March 2025 Payment date: 2nd April 2025 Dividend yield will be 2.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (38% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 17% per year over the past 3 years and payments have been stable during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Full year 2024 earnings released: EPS: ₪0.43 (vs ₪0.33 in FY 2023)Full year 2024 results: EPS: ₪0.43 (up from ₪0.33 in FY 2023). Revenue: ₪902.4m (down 13% from FY 2023). Net income: ₪123.4m (up 32% from FY 2023). Profit margin: 14% (up from 9.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.
공시 • Mar 13Ackerstein Group Ltd announces Annual dividend, payable on April 02, 2025Ackerstein Group Ltd announced Annual dividend of ILS 0.1736 per share payable on April 02, 2025, ex-date on March 20, 2025 and record date on March 20, 2025.
공시 • Mar 03Ackerstein Group Ltd to Report Q4, 2024 Results on Mar 12, 2025Ackerstein Group Ltd announced that they will report Q4, 2024 results on Mar 12, 2025
분석 기사 • Jan 02Ackerstein Group's (TLV:ACKR) Returns On Capital Are Heading HigherFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Dec 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 40% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
분석 기사 • Dec 03Optimistic Investors Push Ackerstein Group Ltd (TLV:ACKR) Shares Up 30% But Growth Is LackingAckerstein Group Ltd ( TLV:ACKR ) shares have continued their recent momentum with a 30% gain in the last month alone...
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₪8.10, the stock trades at a trailing P/E ratio of 28.1x. Average trailing P/E is 17x in the Basic Materials industry in Asia. Total returns to shareholders of 137% over the past three years.
분석 기사 • Dec 02These 4 Measures Indicate That Ackerstein Group (TLV:ACKR) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 28Second quarter 2024 earnings released: EPS: ₪0.05 (vs ₪0.066 in 2Q 2023)Second quarter 2024 results: EPS: ₪0.05 (down from ₪0.066 in 2Q 2023). Revenue: ₪214.4m (down 17% from 2Q 2023). Net income: ₪14.4m (down 24% from 2Q 2023). Profit margin: 6.7% (down from 7.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 12Ackerstein Group (TLV:ACKR) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Jul 10Ackerstein Group Ltd, Annual General Meeting, Aug 19, 2024Ackerstein Group Ltd, Annual General Meeting, Aug 19, 2024. Location: co. offices, Israel
분석 기사 • Jun 05Ackerstein Group (TLV:ACKR) Has Some Way To Go To Become A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Jun 04First quarter 2024 earnings released: EPS: ₪0.053 (vs ₪0.075 in 1Q 2023)First quarter 2024 results: EPS: ₪0.053 (down from ₪0.075 in 1Q 2023). Revenue: ₪194.1m (down 24% from 1Q 2023). Net income: ₪15.2m (down 29% from 1Q 2023). Profit margin: 7.8% (down from 8.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 7% per year.
Reported Earnings • Mar 13Full year 2023 earnings released: EPS: ₪0.33 (vs ₪0.26 in FY 2022)Full year 2023 results: EPS: ₪0.33 (up from ₪0.26 in FY 2022). Revenue: ₪1.04b (up 33% from FY 2022). Net income: ₪93.5m (up 24% from FY 2022). Profit margin: 9.0% (in line with FY 2022).
공시 • Mar 11Ackerstein Group Ltd to Report Q4, 2023 Results on Mar 12, 2024Ackerstein Group Ltd announced that they will report Q4, 2023 results on Mar 12, 2024
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: ₪0.073 (vs ₪0.051 in 3Q 2022)Third quarter 2023 results: EPS: ₪0.073 (up from ₪0.051 in 3Q 2022). Revenue: ₪271.2m (up 19% from 3Q 2022). Net income: ₪20.9m (up 43% from 3Q 2022). Profit margin: 7.7% (up from 6.4% in 3Q 2022).
분석 기사 • Oct 15The Returns At Ackerstein Group (TLV:ACKR) Aren't GrowingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Reported Earnings • Aug 30Second quarter 2023 earnings released: EPS: ₪0.066 (vs ₪0.03 in 2Q 2022)Second quarter 2023 results: EPS: ₪0.066 (up from ₪0.03 in 2Q 2022). Revenue: ₪259.6m (up 41% from 2Q 2022). Net income: ₪18.9m (up 116% from 2Q 2022). Profit margin: 7.3% (up from 4.7% in 2Q 2022).
Reported Earnings • May 30First quarter 2023 earnings released: EPS: ₪0.075 (vs ₪0.034 in 1Q 2022)First quarter 2023 results: EPS: ₪0.075 (up from ₪0.034 in 1Q 2022). Revenue: ₪254.5m (up 50% from 1Q 2022). Net income: ₪21.5m (up 123% from 1Q 2022). Profit margin: 8.4% (up from 5.7% in 1Q 2022).
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: ₪0.26 (vs ₪0.22 in FY 2021)Full year 2022 results: EPS: ₪0.26 (up from ₪0.22 in FY 2021). Revenue: ₪782.3m (up 22% from FY 2021). Net income: ₪75.6m (up 25% from FY 2021). Profit margin: 9.7% (in line with FY 2021).
분석 기사 • Mar 24Ackerstein Group Ltd's (TLV:ACKR) Share Price Not Quite Adding UpWhen close to half the companies in Israel have price-to-earnings ratios (or "P/E's") below 8x, you may consider...
Reported Earnings • Dec 01Third quarter 2022 earnings released: EPS: ₪0.051 (vs ₪0.035 in 3Q 2021)Third quarter 2022 results: EPS: ₪0.051 (up from ₪0.035 in 3Q 2021). Revenue: ₪228.3m (up 41% from 3Q 2021). Net income: ₪14.6m (up 45% from 3Q 2021). Profit margin: 6.4% (up from 6.2% in 3Q 2021).
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Karin Ackerstein was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₪4.97, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 15x in the Basic Materials industry in Asia. Total returns to shareholders of 40% over the past year.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₪5.14, the stock trades at a trailing P/E ratio of 24.5x. Average trailing P/E is 16x in the Basic Materials industry in Asia.
분석 기사 • Dec 05Ackerstein Group's (TLV:ACKR) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that Ackerstein Group Ltd's ( TLV:ACKR ) recent earnings didn't contain any...