View ValuationLand Securities Group 향후 성장Future 기준 점검 2/6Land Securities Group 의 수익은 연간 4.9% 감소할 것으로 예상되는 반면, 연간 수익은 16.9% 로 증가할 것으로 예상됩니다. EPS는 연간 16.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보16.9%이익 성장률16.45%EPS 성장률REITs 이익 성장12.0%매출 성장률-4.9%향후 자기자본이익률5.75%애널리스트 커버리지Good마지막 업데이트20 May 2026최근 향후 성장 업데이트공시 • May 15+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Financial Year 2027, 2028 and 2030Land Securities Group Plc provided earnings guidance for the financial year 2027, 2028 and 2030. For the year 2027, the company expects EPRA EPS expected to be stable vs financial year 2026, in line with previous guidance, as growth in underlying earnings is offset by -4% EPS impact from full-year effect of sale of QAM finance lease. For the year 2028, the company expects EPRA EPS expected to see high single digit percentage growth, based on current positive momentum in development leasing and like-for-like income growth. For the year 2030, the company sees the potential for EPRA EPS to grow to c. 62 pence.공시 • May 16+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Year to Date Ending March 2024 and 2025Land Securities Group plc provided earnings guidance for the year to date ending March 2024 and 2025. For the year to March 2024, the company expects EPRA EPS to be broadly stable vs last year's underlying level of 50.1 pence, as the company expects the positive impact from continued strong operational performance and like-for-like rental growth to be more or less offset by the fact that the company has been - and in the near term will likely remain - a net seller of assets. The company expects EPRA EPS to return to growth for the year to March 2025.모든 업데이트 보기Recent updates공시 • May 15+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Financial Year 2027, 2028 and 2030Land Securities Group Plc provided earnings guidance for the financial year 2027, 2028 and 2030. For the year 2027, the company expects EPRA EPS expected to be stable vs financial year 2026, in line with previous guidance, as growth in underlying earnings is offset by -4% EPS impact from full-year effect of sale of QAM finance lease. For the year 2028, the company expects EPRA EPS expected to see high single digit percentage growth, based on current positive momentum in development leasing and like-for-like income growth. For the year 2030, the company sees the potential for EPRA EPS to grow to c. 62 pence.공시 • Apr 10Land Securities Group Plc to Report Fiscal Year 2026 Results on May 14, 2026Land Securities Group Plc announced that they will report fiscal year 2026 results on May 14, 2026공시 • Jan 29Land Securities Group plc Announces Board and Committee ChangesLand Securities Group Plc announced that Manjiry Tamhane has informed the Board of her intention to step down from the Board on 31 March 2026, after five years of service on the Board and Remuneration Committee. Louise Casey will join the Remuneration Committee on 1 April 2026.공시 • Jan 14Land Securities Group Plc (LSE:LAND) agreed to acquire an unknown majority stake in Silverburn Shopping Centre in Glasgow from Henderson Park Capital Management and Eurofund Group for £200 million.Land Securities Group Plc (LSE:LAND) proposed to acquire an unknown majority stake in Silverburn Shopping Centre in Glasgow from Henderson Park Capital Management and Eurofund Group for £200 million on January 13, 2026. A cash consideration of £200 million will be paid by Land Securities Group Plc. As part of consideration, £200 million is paid towards common equity of Silverburn Shopping Centre in Glasgow. Cushman & Wakefield is advising on the sale of Silverburn, while CBRE is acting for Landsec.공시 • Oct 09An undisclosed buyer acquired Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) for £70 million.An undisclosed buyer acquired Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) for £70 million on October 7, 2025. A consideration of £70 million will be paid by the buyer. As part of consideration, £70 million is paid towards assets of Bexhill Retail Park. An undisclosed buyer completed the acquisition of Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) on October 7, 2025.공시 • Oct 06Land Securities Group Plc to Report First Half, 2026 Results on Nov 14, 2025Land Securities Group Plc announced that they will report first half, 2026 results on Nov 14, 2025공시 • Aug 18Arora Holdings Limited agreed to acquire Queen Annes Mansions SW1 office block from Land Securities Group Plc (LSE:LAND) for approximately £250 million.Arora Holdings Limited agreed to acquire Queen Annes Mansions SW1 office block from Land Securities Group Plc (LSE:LAND) for approximately £250 million on August 18, 2025. The overall amount of cash generated for Landsec is essentially the same, but this will impact EPRA earnings for FY26 by £7m and for FY27 by £15m, as a broadly equivalent sum will now be received upfront in cash as part of the sale proceeds. The unconditional sale is expected to complete in early December 2025.공시 • Jul 10Land Securities Group plc Approves Final DividendLand Securities Group Plc at its AGM held on July 10, 2025 approved final dividend of 12.3p per ordinary share.공시 • Jun 20Stanhope, Cheyne Reportedly Near Deal to Buy Landsec’s Prime London ProjectLand Securities Group Plc (LSE:LAND) is in discussions to sell Red Lion Court, a prime London commercial development, as part of its plan to dispose of £2 billion ($2.7 billion) worth of office assets and redeploy those funds into retail and housing instead. Alternative asset manager Cheyne Capital Management Limited and developer Stanhope PLC are expected to team up to buy the Southwark property overlooking the City of London, people familiar with the matter said, asking not to be identified discussing non-public information. The land value is around £45 million, the people said. LandSec secured planning permission in 2023 to redevelop Red Lion Court into a 230,000-square-feet office space with retail and open areas. The cost of that was estimated to be £335 million. The real estate firm is attempting to pivot its portfolio away from London in favor of retail and housing as it moves to shield itself against the cyclical risks seen in the office market. But the move also comes at a time when a shortage of new office developments in the pandemic’s aftermath is set to boost rents and values. Chief Executive Officer Mark Allan said last month that he expected to sell over the next two to five years, adding “we will be selling into a strengthening market of more investors.” In May, LandSec reported a 5% growth in rental income on a like-to-like basis in the year through March. A representative for LandSec declined to comment on an ongoing process, but pointed to the firm’s new strategic focus. “We are reviewing our portfolio and the market to determine the best opportunities to create capacity to grow our residential platform,” the spokesperson said. Representatives for Cheyne Capital and Stanhope declined to comment.공시 • Jun 03Land Securities Group Plc, Annual General Meeting, Jul 10, 2025Land Securities Group Plc, Annual General Meeting, Jul 10, 2025. Location: 80 victoria street, sw1e 5jl, london United Kingdom공시 • Apr 24Land Securities Group Plc to Report Fiscal Year 2025 Results on May 16, 2025Land Securities Group Plc announced that they will report fiscal year 2025 results on May 16, 2025공시 • Mar 21Land Securities Group plc Announces Board and Committee ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Michael Campbell and Anne Richards as Independent Non-executive Directors. Michael will join the Board and Audit Committee on 1 May 2025. Anne will join the Board and Audit Committee on 1 September 2025. Michael Campbell is a Senior Managing Director and Head of International Real Estate at Pretium Partners, an alternative investment manager specialising in residential real estate. Prior to Pretium, Michael spent almost nine years at Mubadala Investment Company, where he launched and led the Firm's international real estate investment activities. Earlier in his career, he founded Phene Capital, served as Managing Director at UBS Wealth Management, and as Principal at JP Morgan, acting in leadership roles across real estate investment and advisory functions. He began his career as a real estate consultant at Ernst & Young and Arthur Andersen. Michael earned a Bachelor of Arts from Princeton University and an MBA from The Wharton School, University of Pennsylvania. Anne Richards was appointed Vice Chair of Fidelity International in March 2024, having previously served as their Chief Executive Officer since 2018. She was previously Chief Executive Officer of M&G Investments andGlobal Chief Investment Officer at Aberdeen Asset Management.Anne has worked in the asset management industry since 1992, including over two decades as an analyst, portfolio manager and CIO, across a number of global investment firms including JP Morgan and Merrill Lynch Investment Managers. Anne's previous non-executive positions include Director of Esure Group Plc. She is currently Chair of TheCityUK and a member of the European Advisory Panel for Temasek. Anne graduated from the University of Edinburgh in Electronics and Electrical Engineering and has an MBA from INSEAD. Landsec also confirms that Madeleine Cosgrave will retire from the Board and Audit Committee at the AGM in July 2025. Madeleine, an established real estate leader, joined the Board in January 2019 and the Board has benefitted from her deep real estate expertise throughout her tenure of over six years.공시 • Jan 31Land Securities Group plc Declares Third Interim Dividend, Payable on 11 April 2025Land Securities Group Plc has declared a third interim dividend of 9.5 pence per ordinary share to be payable wholly as an ordinary dividend on 11 April 2025 to shareholders registered at the close of business on 21 February 2025.공시 • Dec 19Land Securities Group Plc (LSE:LAND) acquired 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority for £490 million.Land Securities Group Plc (LSE:LAND) acquired 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority for £490 million on December 17, 2024. A cash consideration of £455 million will be paid by Land Securities Group Plc and of this total consideration, a payment of £35m to ADIA is deferred for two years. The transaction includes certain performance-related overage provisions with ADIA. Land Securities Group Plc (LSE:LAND) completed the acquisition of 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority on December 17, 2024.공시 • Nov 15Land Securities Group plc Declares Second Interim Dividend, Payable on 8 January 2025Land Securities Group Plc has declared a second interim dividend of 9.4 pence per ordinary share to be payable wholly as an ordinary dividend (2023: 9.2 pence) on 8 January 2025 to shareholders registered at the close of business on 29 November 2024. A Dividend Reinvestment Plan (DRIP) has been available in respect of all dividends paid during the period. The last day for DRIP elections for the second interim dividend is close of business on 13 December 2024.공시 • Oct 15Land Securities Group Plc to Report First Half, 2025 Results on Nov 15, 2024Land Securities Group Plc announced that they will report first half, 2025 results on Nov 15, 2024공시 • Sep 30Land Securities Group plc Appoints Baroness Casey as Independent Non-Executive Director, Effective 1 January 2025Land Securities Group Plc announced appointment of Baroness Casey of Blackstock as an Independent Non-executive Director with effect from 1 January 2025. The Baroness Casey of Blackstock is an independent advisor for social issues, Chair of the Institute for Global Homelessness and Visiting Professor at King's College London. She became a Cross bench peer in the House of Lords in September 2021. A former British government official, she worked on issues relating to social welfare for five Prime Ministers over the last 23 years.공시 • Jul 12+ 1 more updateLand Securities Group Plc Confirms First Interim Dividend for the Financial Year Ending 31 March 2025, Payable on 4 October 2024Land Securities Group Plc confirms that the first interim dividend for the financial year ending 31 March 2025 will be 9.2 pence per Ordinary Share and will be paid on 4 October 2024 to shareholders on the register at the close of business on 23 August 2024. The dividend will be paid entirely as a Property Income Distribution. The last date for DRIP elections is 9 September 2024.공시 • Jun 26Land Securities Group Plc (LSE:LAND) acquired an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited for £120 million.Land Securities Group Plc (LSE:LAND) acquired an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited for £120 million on June 25, 2024. After completion of acquistion, Land Securities now holds 66.25% stake in Bluewater.Land Securities Group Plc (LSE:LAND) completed the acquisition of an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited on June 25, 2024.공시 • May 18+ 1 more updateLand Securities Group plc Recommends A Final Dividend for the Year Ended 31 March 2024, Payable on 26 July 2024Land Securities Group PLC announced that Board has recommended a final dividend for the year ended 31 March 2024 of 12.1 pence per ordinary share (2023: 12.0 pence) to be paid as a PID. This final dividend will result in a further estimated distribution of£90 million (2023: £90 million). Subject to shareholders' approval at the Annual General Meeting, the final dividend will be paid on 26 July 2024 to shareholders registered at the close of business on 14 June 2024.공시 • Mar 28Land Securities Group Plc, Annual General Meeting, Jul 11, 2024Land Securities Group Plc, Annual General Meeting, Jul 11, 2024.공시 • Mar 27Land Securities Group Plc to Report Fiscal Year 2024 Results on May 17, 2024Land Securities Group Plc announced that they will report fiscal year 2024 results on May 17, 2024공시 • Dec 11Land Securities Group plc Announces Board ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Moni Mannings as an Independent Non-executive Director and Senior Independent Director designate. Moni will join the Board as Non-executive Director and the Nomination and Remuneration Committees as a member from 11 December 2023. She will succeed Edward Bonham Carter as Senior Independent Director on 1 April 2024. Moni is currently an Independent Non-Executive Director of Hargreaves Lansdown plc, Non-Executive Director and Chair of the Remuneration Committee of easyJet plc andMember of the Takeover Panel. She also founded EPOC, a not-for-profit network that seeks to increase the number of people of colour on boards and is a member of the Parker Review Committee. From 2000 until 2016, Moni was a Partner and Head of the International Banking and Finance Division of Olswang LLP, before which she held senior positions in other leading law firms. Previous Non-Executive Director positions include Cazoo Group Ltd, Polypipe Group plc, Dairy Crest Group plc, Breedon Group plc and Investec Bank plc. Landsec also confirms that with a successor now in position, Edward Bonham Carter will retire from the Board at the AGM in July 2024. When he retires, Edward will have served on the Landsec Board for over 10 years including acting as Senior Independent Director from 2016. In addition, Nicholas Cadbury has informed the Board of his intention to step down from the Board on 31 December 2023, after seven years, chairing the Audit Committee for most of that time. Nicholas was already succeeded by James Bowling as Audit Committee Chair on 18 September 2023, and James will also join the Nomination Committee as a member from 11 December 2023.공시 • Aug 24Land Securities Group Plc to Report First Half, 2024 Results on Nov 14, 2023Land Securities Group Plc announced that they will report first half, 2024 results on Nov 14, 2023공시 • Jul 28Land Securities Group Plc Announces Executive ChangesLand Securities Group Plc announced that following a comprehensive selection process, it has appointed James Bowling as an Independent Non-executive Director and Audit Committee Chair Designate. James will join the Board as Non-executive Director on 7 September 2023 and will succeed Nicholas Cadbury as Chair of the Audit Committee at the end of its meeting on 18 September 2023. Nicholas will remain on the Board as a Non-executive Director and member of the Audit Committee. James, a chartered accountant, was Chief Financial Officer of Severn Trent Plc from 2015 until recently retiring from this role. Prior to that, James held senior financial roles at Shire plc. James does not hold any other listed non-executive directorships. Retirement of Senior Independent Director and recruitment of successor. Landsec also confirms that it is currently intended that Edward Bonham Carter (Senior Independent Director) who has been a Non-executive Director for over nine years, will retire from the Board in 2024, and that in light of this, a recruitment process has commenced, facilitated by an external recruitment agency, to look for a further Non-executive Director to join the Board. A further announcement will be made to confirm Edward's retirement plans and notify the appointment of his successor.공시 • Jul 08Land Securities Group plc Confirms First Interim Dividend for the Financial Year Ending 31 March 2024, Payable on September 15, 2023Land Securities Group Plc confirms that the first interim dividend for the financial year ending 31 March 2024 will be 9.0 pence per Ordinary Share and will be paid on 6 October 2023 to shareholders on the register at the close of business on 25 August 2023. The dividend will be paid entirely as a Property Income Distribution. The last date for DRIP elections is 15 September 2023.공시 • Jul 07Land Securities Group plc Approves to Declare Final DividendLand Securities Group Plc announced at the AGM held on July 6, 2023, approved to declare a final dividend of 12 pence per ordinary share.공시 • Jun 07Land Securities Group plc, Annual General Meeting, Jul 06, 2023Land Securities Group plc, Annual General Meeting, Jul 06, 2023, at 09:00 Coordinated Universal Time. Location: 80 Victoria Street London United Kingdom공시 • May 16+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Year to Date Ending March 2024 and 2025Land Securities Group plc provided earnings guidance for the year to date ending March 2024 and 2025. For the year to March 2024, the company expects EPRA EPS to be broadly stable vs last year's underlying level of 50.1 pence, as the company expects the positive impact from continued strong operational performance and like-for-like rental growth to be more or less offset by the fact that the company has been - and in the near term will likely remain - a net seller of assets. The company expects EPRA EPS to return to growth for the year to March 2025.공시 • Feb 03Land Securities Group plc Confirms Third Interim Dividend for the Financial Year Ending 31 March 2023, Payable on 6 April 2023Land Securities Group plc confirmed that the third interim dividend for the financial year ending 31 March 2023 will be 9.0 pence per ordinary share and will be paid on 6 April 2023 to shareholders on the register at the close of business on 24 February 2023. The dividend will be paid entirely as a Property Income Distribution.공시 • Jan 28Chinachem Group Co. Ltd acquired One New Street Square from Land Securities Group plc (LSE:LAND) for approximately £350 million.Chinachem Group Co. Ltd acquired One New Street Square from Land Securities Group plc (LSE:LAND) for approximately £350 million on January 27, 2023. Knight Frank acted as a real estate advisor to Land Securities Group. Savills plc acted as a real estate advisor to Chinachem Group.Chinachem Group Co. Ltd completed the acquisition of One New Street Square from Land Securities Group plc (LSE:LAND) on January 27, 2023.공시 • Jan 20Land Securities Group PLC Announces Board ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Sir Ian Cheshire as an Independent Non-Executive Director and Chair Designate. Sir Ian will join the Board as Non-Executive Director and Chair Designate on 23 March 2023 and will succeed Cressida Hogg on 16 May 2023, when Cressida will retire after almost five years as Chair and over nine years on the Board. Sir Ian is currently Chair of Channel 4, Spire Healthcare Group Plc, UK investment trust Menhaden Resource Efficiency Plc and serves as Non-Executive Director at BT Group Plc. He will step down from the Chair position (remaining as Non-Executive Director) at Menhaden Resource Efficiency Plc on 16 May 2023 and retire from BT Group Plc at their AGM in July 2023 to ensure he has sufficient capacity to act as Chair of Landsec. Sir Ian also Chairsthe Prince of Wales' Charitable Fund and the corporate climate change coalition it Mean Business. Sir Ian's executive career was spent in retail, customer-focused businesses in senior leadership and commercial roles, latterly as Group Chief Executive of Kingfisher Plc from 2008 to 2015. He previously held FTSE 100 Non-Executive Director roles at Barclays Plc (and as Chairman of Barclays Bank UK), and at Whitbread Plc, where he was Senior Independent Director. He was also lead non-executive director at the UK Cabinet Office and Department for Work and Pensions. Sir Ian will join the Nomination and Remuneration Committees from 23 March 2023, and assume the role of Chair of the Nomination Committee on 16 May 2023.이익 및 매출 성장 예측OTCPK:LSGO.F - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029777669N/A52143/31/202872259628652193/31/202767958726044953/31/2026892343214214N/A12/31/2025891296196196N/A9/30/2025890249178178N/A6/30/2025866323217217N/A3/31/2025842396256256N/A12/31/2024819251268268N/A9/30/2024795106279279N/A6/30/2024810-106309309N/A3/31/2024824-319338338N/A12/31/2023817-464335335N/A9/30/2023809-610332332N/A6/30/2023800-614337337N/A3/31/2023791-619342342N/A12/31/2022775-107371371N/A9/30/2022758404399399N/A6/30/2022719637390390N/A3/31/2022679869381381N/A12/31/2021651293344344N/A9/30/2021623-283307307N/A6/30/2021629-838270270N/A3/31/2021635-1,393233233N/A12/31/2020667-1,457267267N/A9/30/2020699-1,522301301N/A6/30/2020720-1,177351351N/A3/31/2020741-832401401N/A12/31/2019745-570N/A415N/A9/30/2019748-308N/A428N/A6/30/2019753-213N/A426N/A3/31/2019757-119N/A424N/A12/31/2018790-76N/A454N/A9/30/2018823-33N/A483N/A6/30/2018827-38N/A464N/A3/31/2018830-44N/A445N/A12/31/201781399N/A393N/A9/30/2017796242N/A341N/A6/30/2017792178N/A364N/A3/31/2017787113N/A386N/A12/31/2016867323N/A425N/A9/30/2016948534N/A464N/A6/30/2016945936N/A448N/A3/31/20169421,338N/A432N/A12/31/20158671,716N/A356N/A9/30/20157932,094N/A279N/A6/30/20157822,255N/A256N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LSGO.F 의 연간 예상 수익 증가율(16.9%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: LSGO.F 의 연간 수익(16.9%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: LSGO.F 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: LSGO.F 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -4.9%).고성장 매출: LSGO.F 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -4.9%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: LSGO.F의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 19:44종가2026/05/05 00:00수익2026/03/31연간 수익2026/03/31데이터 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 소스Land Securities Group Plc는 30명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aaron GuyBarclaysPaul MayBarclaysPaul MayBarclays27명의 분석가 더 보기
공시 • May 15+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Financial Year 2027, 2028 and 2030Land Securities Group Plc provided earnings guidance for the financial year 2027, 2028 and 2030. For the year 2027, the company expects EPRA EPS expected to be stable vs financial year 2026, in line with previous guidance, as growth in underlying earnings is offset by -4% EPS impact from full-year effect of sale of QAM finance lease. For the year 2028, the company expects EPRA EPS expected to see high single digit percentage growth, based on current positive momentum in development leasing and like-for-like income growth. For the year 2030, the company sees the potential for EPRA EPS to grow to c. 62 pence.
공시 • May 16+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Year to Date Ending March 2024 and 2025Land Securities Group plc provided earnings guidance for the year to date ending March 2024 and 2025. For the year to March 2024, the company expects EPRA EPS to be broadly stable vs last year's underlying level of 50.1 pence, as the company expects the positive impact from continued strong operational performance and like-for-like rental growth to be more or less offset by the fact that the company has been - and in the near term will likely remain - a net seller of assets. The company expects EPRA EPS to return to growth for the year to March 2025.
공시 • May 15+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Financial Year 2027, 2028 and 2030Land Securities Group Plc provided earnings guidance for the financial year 2027, 2028 and 2030. For the year 2027, the company expects EPRA EPS expected to be stable vs financial year 2026, in line with previous guidance, as growth in underlying earnings is offset by -4% EPS impact from full-year effect of sale of QAM finance lease. For the year 2028, the company expects EPRA EPS expected to see high single digit percentage growth, based on current positive momentum in development leasing and like-for-like income growth. For the year 2030, the company sees the potential for EPRA EPS to grow to c. 62 pence.
공시 • Apr 10Land Securities Group Plc to Report Fiscal Year 2026 Results on May 14, 2026Land Securities Group Plc announced that they will report fiscal year 2026 results on May 14, 2026
공시 • Jan 29Land Securities Group plc Announces Board and Committee ChangesLand Securities Group Plc announced that Manjiry Tamhane has informed the Board of her intention to step down from the Board on 31 March 2026, after five years of service on the Board and Remuneration Committee. Louise Casey will join the Remuneration Committee on 1 April 2026.
공시 • Jan 14Land Securities Group Plc (LSE:LAND) agreed to acquire an unknown majority stake in Silverburn Shopping Centre in Glasgow from Henderson Park Capital Management and Eurofund Group for £200 million.Land Securities Group Plc (LSE:LAND) proposed to acquire an unknown majority stake in Silverburn Shopping Centre in Glasgow from Henderson Park Capital Management and Eurofund Group for £200 million on January 13, 2026. A cash consideration of £200 million will be paid by Land Securities Group Plc. As part of consideration, £200 million is paid towards common equity of Silverburn Shopping Centre in Glasgow. Cushman & Wakefield is advising on the sale of Silverburn, while CBRE is acting for Landsec.
공시 • Oct 09An undisclosed buyer acquired Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) for £70 million.An undisclosed buyer acquired Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) for £70 million on October 7, 2025. A consideration of £70 million will be paid by the buyer. As part of consideration, £70 million is paid towards assets of Bexhill Retail Park. An undisclosed buyer completed the acquisition of Bexhill Retail Park from Land Securities Group Plc (LSE:LAND) on October 7, 2025.
공시 • Oct 06Land Securities Group Plc to Report First Half, 2026 Results on Nov 14, 2025Land Securities Group Plc announced that they will report first half, 2026 results on Nov 14, 2025
공시 • Aug 18Arora Holdings Limited agreed to acquire Queen Annes Mansions SW1 office block from Land Securities Group Plc (LSE:LAND) for approximately £250 million.Arora Holdings Limited agreed to acquire Queen Annes Mansions SW1 office block from Land Securities Group Plc (LSE:LAND) for approximately £250 million on August 18, 2025. The overall amount of cash generated for Landsec is essentially the same, but this will impact EPRA earnings for FY26 by £7m and for FY27 by £15m, as a broadly equivalent sum will now be received upfront in cash as part of the sale proceeds. The unconditional sale is expected to complete in early December 2025.
공시 • Jul 10Land Securities Group plc Approves Final DividendLand Securities Group Plc at its AGM held on July 10, 2025 approved final dividend of 12.3p per ordinary share.
공시 • Jun 20Stanhope, Cheyne Reportedly Near Deal to Buy Landsec’s Prime London ProjectLand Securities Group Plc (LSE:LAND) is in discussions to sell Red Lion Court, a prime London commercial development, as part of its plan to dispose of £2 billion ($2.7 billion) worth of office assets and redeploy those funds into retail and housing instead. Alternative asset manager Cheyne Capital Management Limited and developer Stanhope PLC are expected to team up to buy the Southwark property overlooking the City of London, people familiar with the matter said, asking not to be identified discussing non-public information. The land value is around £45 million, the people said. LandSec secured planning permission in 2023 to redevelop Red Lion Court into a 230,000-square-feet office space with retail and open areas. The cost of that was estimated to be £335 million. The real estate firm is attempting to pivot its portfolio away from London in favor of retail and housing as it moves to shield itself against the cyclical risks seen in the office market. But the move also comes at a time when a shortage of new office developments in the pandemic’s aftermath is set to boost rents and values. Chief Executive Officer Mark Allan said last month that he expected to sell over the next two to five years, adding “we will be selling into a strengthening market of more investors.” In May, LandSec reported a 5% growth in rental income on a like-to-like basis in the year through March. A representative for LandSec declined to comment on an ongoing process, but pointed to the firm’s new strategic focus. “We are reviewing our portfolio and the market to determine the best opportunities to create capacity to grow our residential platform,” the spokesperson said. Representatives for Cheyne Capital and Stanhope declined to comment.
공시 • Jun 03Land Securities Group Plc, Annual General Meeting, Jul 10, 2025Land Securities Group Plc, Annual General Meeting, Jul 10, 2025. Location: 80 victoria street, sw1e 5jl, london United Kingdom
공시 • Apr 24Land Securities Group Plc to Report Fiscal Year 2025 Results on May 16, 2025Land Securities Group Plc announced that they will report fiscal year 2025 results on May 16, 2025
공시 • Mar 21Land Securities Group plc Announces Board and Committee ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Michael Campbell and Anne Richards as Independent Non-executive Directors. Michael will join the Board and Audit Committee on 1 May 2025. Anne will join the Board and Audit Committee on 1 September 2025. Michael Campbell is a Senior Managing Director and Head of International Real Estate at Pretium Partners, an alternative investment manager specialising in residential real estate. Prior to Pretium, Michael spent almost nine years at Mubadala Investment Company, where he launched and led the Firm's international real estate investment activities. Earlier in his career, he founded Phene Capital, served as Managing Director at UBS Wealth Management, and as Principal at JP Morgan, acting in leadership roles across real estate investment and advisory functions. He began his career as a real estate consultant at Ernst & Young and Arthur Andersen. Michael earned a Bachelor of Arts from Princeton University and an MBA from The Wharton School, University of Pennsylvania. Anne Richards was appointed Vice Chair of Fidelity International in March 2024, having previously served as their Chief Executive Officer since 2018. She was previously Chief Executive Officer of M&G Investments andGlobal Chief Investment Officer at Aberdeen Asset Management.Anne has worked in the asset management industry since 1992, including over two decades as an analyst, portfolio manager and CIO, across a number of global investment firms including JP Morgan and Merrill Lynch Investment Managers. Anne's previous non-executive positions include Director of Esure Group Plc. She is currently Chair of TheCityUK and a member of the European Advisory Panel for Temasek. Anne graduated from the University of Edinburgh in Electronics and Electrical Engineering and has an MBA from INSEAD. Landsec also confirms that Madeleine Cosgrave will retire from the Board and Audit Committee at the AGM in July 2025. Madeleine, an established real estate leader, joined the Board in January 2019 and the Board has benefitted from her deep real estate expertise throughout her tenure of over six years.
공시 • Jan 31Land Securities Group plc Declares Third Interim Dividend, Payable on 11 April 2025Land Securities Group Plc has declared a third interim dividend of 9.5 pence per ordinary share to be payable wholly as an ordinary dividend on 11 April 2025 to shareholders registered at the close of business on 21 February 2025.
공시 • Dec 19Land Securities Group Plc (LSE:LAND) acquired 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority for £490 million.Land Securities Group Plc (LSE:LAND) acquired 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority for £490 million on December 17, 2024. A cash consideration of £455 million will be paid by Land Securities Group Plc and of this total consideration, a payment of £35m to ADIA is deferred for two years. The transaction includes certain performance-related overage provisions with ADIA. Land Securities Group Plc (LSE:LAND) completed the acquisition of 92% stake in Liverpool ONE shopping centre from Grosvenor Properties and Abu Dhabi Investment Authority on December 17, 2024.
공시 • Nov 15Land Securities Group plc Declares Second Interim Dividend, Payable on 8 January 2025Land Securities Group Plc has declared a second interim dividend of 9.4 pence per ordinary share to be payable wholly as an ordinary dividend (2023: 9.2 pence) on 8 January 2025 to shareholders registered at the close of business on 29 November 2024. A Dividend Reinvestment Plan (DRIP) has been available in respect of all dividends paid during the period. The last day for DRIP elections for the second interim dividend is close of business on 13 December 2024.
공시 • Oct 15Land Securities Group Plc to Report First Half, 2025 Results on Nov 15, 2024Land Securities Group Plc announced that they will report first half, 2025 results on Nov 15, 2024
공시 • Sep 30Land Securities Group plc Appoints Baroness Casey as Independent Non-Executive Director, Effective 1 January 2025Land Securities Group Plc announced appointment of Baroness Casey of Blackstock as an Independent Non-executive Director with effect from 1 January 2025. The Baroness Casey of Blackstock is an independent advisor for social issues, Chair of the Institute for Global Homelessness and Visiting Professor at King's College London. She became a Cross bench peer in the House of Lords in September 2021. A former British government official, she worked on issues relating to social welfare for five Prime Ministers over the last 23 years.
공시 • Jul 12+ 1 more updateLand Securities Group Plc Confirms First Interim Dividend for the Financial Year Ending 31 March 2025, Payable on 4 October 2024Land Securities Group Plc confirms that the first interim dividend for the financial year ending 31 March 2025 will be 9.2 pence per Ordinary Share and will be paid on 4 October 2024 to shareholders on the register at the close of business on 23 August 2024. The dividend will be paid entirely as a Property Income Distribution. The last date for DRIP elections is 9 September 2024.
공시 • Jun 26Land Securities Group Plc (LSE:LAND) acquired an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited for £120 million.Land Securities Group Plc (LSE:LAND) acquired an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited for £120 million on June 25, 2024. After completion of acquistion, Land Securities now holds 66.25% stake in Bluewater.Land Securities Group Plc (LSE:LAND) completed the acquisition of an additional 17.50% stake in Bluewater Shopping Centre from GIC Private Limited on June 25, 2024.
공시 • May 18+ 1 more updateLand Securities Group plc Recommends A Final Dividend for the Year Ended 31 March 2024, Payable on 26 July 2024Land Securities Group PLC announced that Board has recommended a final dividend for the year ended 31 March 2024 of 12.1 pence per ordinary share (2023: 12.0 pence) to be paid as a PID. This final dividend will result in a further estimated distribution of£90 million (2023: £90 million). Subject to shareholders' approval at the Annual General Meeting, the final dividend will be paid on 26 July 2024 to shareholders registered at the close of business on 14 June 2024.
공시 • Mar 28Land Securities Group Plc, Annual General Meeting, Jul 11, 2024Land Securities Group Plc, Annual General Meeting, Jul 11, 2024.
공시 • Mar 27Land Securities Group Plc to Report Fiscal Year 2024 Results on May 17, 2024Land Securities Group Plc announced that they will report fiscal year 2024 results on May 17, 2024
공시 • Dec 11Land Securities Group plc Announces Board ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Moni Mannings as an Independent Non-executive Director and Senior Independent Director designate. Moni will join the Board as Non-executive Director and the Nomination and Remuneration Committees as a member from 11 December 2023. She will succeed Edward Bonham Carter as Senior Independent Director on 1 April 2024. Moni is currently an Independent Non-Executive Director of Hargreaves Lansdown plc, Non-Executive Director and Chair of the Remuneration Committee of easyJet plc andMember of the Takeover Panel. She also founded EPOC, a not-for-profit network that seeks to increase the number of people of colour on boards and is a member of the Parker Review Committee. From 2000 until 2016, Moni was a Partner and Head of the International Banking and Finance Division of Olswang LLP, before which she held senior positions in other leading law firms. Previous Non-Executive Director positions include Cazoo Group Ltd, Polypipe Group plc, Dairy Crest Group plc, Breedon Group plc and Investec Bank plc. Landsec also confirms that with a successor now in position, Edward Bonham Carter will retire from the Board at the AGM in July 2024. When he retires, Edward will have served on the Landsec Board for over 10 years including acting as Senior Independent Director from 2016. In addition, Nicholas Cadbury has informed the Board of his intention to step down from the Board on 31 December 2023, after seven years, chairing the Audit Committee for most of that time. Nicholas was already succeeded by James Bowling as Audit Committee Chair on 18 September 2023, and James will also join the Nomination Committee as a member from 11 December 2023.
공시 • Aug 24Land Securities Group Plc to Report First Half, 2024 Results on Nov 14, 2023Land Securities Group Plc announced that they will report first half, 2024 results on Nov 14, 2023
공시 • Jul 28Land Securities Group Plc Announces Executive ChangesLand Securities Group Plc announced that following a comprehensive selection process, it has appointed James Bowling as an Independent Non-executive Director and Audit Committee Chair Designate. James will join the Board as Non-executive Director on 7 September 2023 and will succeed Nicholas Cadbury as Chair of the Audit Committee at the end of its meeting on 18 September 2023. Nicholas will remain on the Board as a Non-executive Director and member of the Audit Committee. James, a chartered accountant, was Chief Financial Officer of Severn Trent Plc from 2015 until recently retiring from this role. Prior to that, James held senior financial roles at Shire plc. James does not hold any other listed non-executive directorships. Retirement of Senior Independent Director and recruitment of successor. Landsec also confirms that it is currently intended that Edward Bonham Carter (Senior Independent Director) who has been a Non-executive Director for over nine years, will retire from the Board in 2024, and that in light of this, a recruitment process has commenced, facilitated by an external recruitment agency, to look for a further Non-executive Director to join the Board. A further announcement will be made to confirm Edward's retirement plans and notify the appointment of his successor.
공시 • Jul 08Land Securities Group plc Confirms First Interim Dividend for the Financial Year Ending 31 March 2024, Payable on September 15, 2023Land Securities Group Plc confirms that the first interim dividend for the financial year ending 31 March 2024 will be 9.0 pence per Ordinary Share and will be paid on 6 October 2023 to shareholders on the register at the close of business on 25 August 2023. The dividend will be paid entirely as a Property Income Distribution. The last date for DRIP elections is 15 September 2023.
공시 • Jul 07Land Securities Group plc Approves to Declare Final DividendLand Securities Group Plc announced at the AGM held on July 6, 2023, approved to declare a final dividend of 12 pence per ordinary share.
공시 • Jun 07Land Securities Group plc, Annual General Meeting, Jul 06, 2023Land Securities Group plc, Annual General Meeting, Jul 06, 2023, at 09:00 Coordinated Universal Time. Location: 80 Victoria Street London United Kingdom
공시 • May 16+ 1 more updateLand Securities Group plc Provides Earnings Guidance for the Year to Date Ending March 2024 and 2025Land Securities Group plc provided earnings guidance for the year to date ending March 2024 and 2025. For the year to March 2024, the company expects EPRA EPS to be broadly stable vs last year's underlying level of 50.1 pence, as the company expects the positive impact from continued strong operational performance and like-for-like rental growth to be more or less offset by the fact that the company has been - and in the near term will likely remain - a net seller of assets. The company expects EPRA EPS to return to growth for the year to March 2025.
공시 • Feb 03Land Securities Group plc Confirms Third Interim Dividend for the Financial Year Ending 31 March 2023, Payable on 6 April 2023Land Securities Group plc confirmed that the third interim dividend for the financial year ending 31 March 2023 will be 9.0 pence per ordinary share and will be paid on 6 April 2023 to shareholders on the register at the close of business on 24 February 2023. The dividend will be paid entirely as a Property Income Distribution.
공시 • Jan 28Chinachem Group Co. Ltd acquired One New Street Square from Land Securities Group plc (LSE:LAND) for approximately £350 million.Chinachem Group Co. Ltd acquired One New Street Square from Land Securities Group plc (LSE:LAND) for approximately £350 million on January 27, 2023. Knight Frank acted as a real estate advisor to Land Securities Group. Savills plc acted as a real estate advisor to Chinachem Group.Chinachem Group Co. Ltd completed the acquisition of One New Street Square from Land Securities Group plc (LSE:LAND) on January 27, 2023.
공시 • Jan 20Land Securities Group PLC Announces Board ChangesLand Securities Group PLC announced that following a comprehensive selection process, it has appointed Sir Ian Cheshire as an Independent Non-Executive Director and Chair Designate. Sir Ian will join the Board as Non-Executive Director and Chair Designate on 23 March 2023 and will succeed Cressida Hogg on 16 May 2023, when Cressida will retire after almost five years as Chair and over nine years on the Board. Sir Ian is currently Chair of Channel 4, Spire Healthcare Group Plc, UK investment trust Menhaden Resource Efficiency Plc and serves as Non-Executive Director at BT Group Plc. He will step down from the Chair position (remaining as Non-Executive Director) at Menhaden Resource Efficiency Plc on 16 May 2023 and retire from BT Group Plc at their AGM in July 2023 to ensure he has sufficient capacity to act as Chair of Landsec. Sir Ian also Chairsthe Prince of Wales' Charitable Fund and the corporate climate change coalition it Mean Business. Sir Ian's executive career was spent in retail, customer-focused businesses in senior leadership and commercial roles, latterly as Group Chief Executive of Kingfisher Plc from 2008 to 2015. He previously held FTSE 100 Non-Executive Director roles at Barclays Plc (and as Chairman of Barclays Bank UK), and at Whitbread Plc, where he was Senior Independent Director. He was also lead non-executive director at the UK Cabinet Office and Department for Work and Pensions. Sir Ian will join the Nomination and Remuneration Committees from 23 March 2023, and assume the role of Chair of the Nomination Committee on 16 May 2023.