Announcement • Jun 03
J Sainsbury plc, Annual General Meeting, Jul 02, 2026 J Sainsbury plc, Annual General Meeting, Jul 02, 2026. Location: the leonardo royal hotel london st pauls, 10 godliman street, ec4v 5aj, london United Kingdom Declared Dividend • May 21
Final dividend of UK£0.096 announced Shareholders will receive a dividend of UK£0.096. Ex-date: 4th June 2026 Payment date: 10th July 2026 Dividend yield will be 7.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 25
J Sainsbury plc (LSE:SBRY) announces an Equity Buyback for £300 million worth of its shares. J Sainsbury plc (LSE:SBRY) announces a share repurchase program. Under the program, the company will repurchase up to £300 million worth of its shares. The program will be valid till February 27, 2027. Announcement • Apr 23
J Sainsbury plc to Report First Half, 2027 Results on Oct 22, 2026 J Sainsbury plc announced that they will report first half, 2027 results on Oct 22, 2026 Announcement • Sep 16
Sainsbury’s Ends Talks to Sell Argos to China’s JD.com J Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”. Announcement • Sep 15
J Sainsbury in Talks to Sell Retail Arm to JD.Com J Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed. Announcement • Aug 11
J Sainsbury plc to Report Fiscal Year 2026 Results on Apr 23, 2026 J Sainsbury plc announced that they will report fiscal year 2026 results on Apr 23, 2026 Announcement • Jul 04
J Sainsbury plc Approves Final Dividend for the 52 Weeks Ended 1 March 2025 J Sainsbury plc at its AGM held on July 3, 2025 approved to declare a final dividend of 9.7 pence per ordinary share in respect of the 52 weeks to 1 March 2025. Announcement • Nov 23
J Sainsbury plc to Report Fiscal Year 2025 Results on Apr 17, 2025 J Sainsbury plc announced that they will report fiscal year 2025 results on Apr 17, 2025 Declared Dividend • Nov 10
Final dividend of UK£0.039 announced Shareholders will receive a dividend of UK£0.039. Ex-date: 14th November 2024 Payment date: 20th December 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is not covered by earnings (223% earnings payout ratio). However, it is covered by cash flows (75% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 148% to bring the payout ratio under control. EPS is expected to grow by 80% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Announcement • Nov 07
J Sainsbury plc Recommends Interim Dividend, Payable on 20 December 2024 J Sainsbury plc announced that Board has recommended an interim dividend of 3.9 pence per share (HY 2023/24: 3.9 pence). This will be paid on 20 December 2024 to shareholders on the Register of Members at the close of business on 15 November 2024. Announcement • Oct 14
Qatar Investment Authority Reportedly Seeks to Sell Stake in J Sainsbury Qatar Investment Authority is selling a £306 million stake in J Sainsbury plc (LSE:SBRY) a week after the supermarket's chief executive warned that Budget uncertainty was hitting sales. The Qatar Investment Authority (QIA), an investment fund backed by the Qatari royal family, is offering nearly 110 million shares for 280p each in a process overseen by investment bank Goldman Sachs, according to Reuters. Qatar is Sainsbury's biggest shareholder, with a stake of 14.2%, and the share sale would reduce its holding by about 5%. News of the sale, which was not accompanied by any statement on the rationale, spooked investors. The sale comes as expectations mount of a tax raid in the Budget to help plug what Rachel Reeves has claimed is a £22 billion black hole in the public finances. Reported Earnings • Jun 06
Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023) Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Like-for-like sales growth: 7.5% vs FY 2023 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Jun 06
J Sainsbury plc, Annual General Meeting, Jul 04, 2024 J Sainsbury plc, Annual General Meeting, Jul 04, 2024. Location: 33 holborn, ec1n 2ht, london United Kingdom New Risk • Jun 02
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €894k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 223% Cash payout ratio: 129% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Significant insider selling over the past 3 months (€894k sold). Upcoming Dividend • May 30
Upcoming dividend of UK£0.092 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. The company is paying out more than 100% of its profits and is paying out 75% of its cash flow. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (4.2%). Reported Earnings • Apr 26
Full year 2024 earnings released: EPS: UK£0.059 (vs UK£0.09 in FY 2023) Full year 2024 results: EPS: UK£0.059 (down from UK£0.09 in FY 2023). Revenue: UK£32.7b (up 3.8% from FY 2023). Net income: UK£137.0m (down 34% from FY 2023). Profit margin: 0.4% (down from 0.7% in FY 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Reported Earnings • Nov 04
First half 2024 earnings released: EPS: UK£0.066 (vs UK£0.12 in 1H 2023) First half 2024 results: EPS: UK£0.066 (down from UK£0.12 in 1H 2023). Revenue: UK£17.0b (up 3.5% from 1H 2023). Net income: UK£155.0m (down 46% from 1H 2023). Profit margin: 0.9% (down from 1.7% in 1H 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Nov 03
J Sainsbury plc Recommends Interim Dividend, Payable on 15 December 2023 J Sainsbury plc recommended an interim dividend of 3.9 pence per share (HY 2022/23: 3.9 pence) reflecting 30% of the 2022/23 full year dividend per share. This will be paid on 15 December 2023 to shareholders on the Register of Members at the close of business on 10 November 2023. Sainsbury's has a Dividend Reinvestment Plan (DRIP), which allows shareholders to reinvest their cash dividends in shares. The last date that shareholders can elect for the DRIP is 24 November 2023. Announcement • Oct 24
J Sainsbury plc to Report Fiscal Year 2024 Results on Apr 25, 2024 J Sainsbury plc announced that they will report fiscal year 2024 results on Apr 25, 2024 Announcement • Jul 07
J Sainsbury plc Approves Final Dividend for the 52 Weeks to 4 March 2023 J Sainsbury plc at its AGM held on July 6, 2023 approved final dividend of 9.2 pence per ordinary share in respect of the 52 weeks to 4 March 2023. New Risk • Jun 13
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.7% Last year net profit margin: 2.3% 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 Dividend is not well covered by earnings (146% payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Reported Earnings • Jun 11
Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022) Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). Like-for-like sales growth: 2.6% vs FY 2022 Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jun 08
Now 23% undervalued Over the last 90 days, the stock is up 7.9%. The fair value is estimated to be €4.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 20% per annum over the same time period. Upcoming Dividend • Jun 01
Upcoming dividend of UK£0.092 per share at 4.8% yield Eligible shareholders must have bought the stock before 08 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.8%). In line with average of industry peers (4.6%). Buying Opportunity • May 15
Now 20% undervalued Over the last 90 days, the stock is up 12%. The fair value is estimated to be €4.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 65%. For the next 3 years, revenue is forecast to grow by 1.5% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Recent Insider Transactions • May 11
Company Secretary recently sold €321k worth of stock On the 3rd of May, Tim Fallowfield sold around 100k shares on-market at roughly €3.21 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €574k more than they bought in the last 12 months. Reported Earnings • Apr 28
Full year 2023 earnings released: EPS: UK£0.09 (vs UK£0.30 in FY 2022) Full year 2023 results: EPS: UK£0.09 (down from UK£0.30 in FY 2022). Revenue: UK£31.5b (up 5.3% from FY 2022). Net income: UK£207.0m (down 69% from FY 2022). Profit margin: 0.7% (down from 2.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Jan 28
Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY). Bestway Group Ltd. acquired a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023. Bestway Group Ltd. completed the acquisition of a 3.45% stake in J Sainsbury plc (LSE:SBRY) on January 27, 2023. Recent Insider Transactions • Jan 15
Company Secretary recently sold €272k worth of stock On the 11th of January, Tim Fallowfield sold around 100k shares on-market at roughly €2.72 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €794k more than they bought in the last 12 months. Announcement • Jan 11
J Sainsbury plc to Report Fiscal Year 2023 Results on Apr 27, 2023 J Sainsbury plc announced that they will report fiscal year 2023 results on Apr 27, 2023 Board Change • Nov 16
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Jo Bertram was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 05
First half 2023 earnings released First half 2023 results: Revenue: UK£16.4b (up 4.4% from 1H 2022). Net income: UK£285.0m (down 27% from 1H 2022). Profit margin: 1.7% (down from 2.5% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Retailing industry in Europe. Upcoming Dividend • Jun 02
Upcoming dividend of UK£0.099 per share Eligible shareholders must have bought the stock before 09 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 44% and the cash payout ratio is 77%. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (4.5%). Recent Insider Transactions • May 18
Insider recently sold €541k worth of stock On the 11th of May, Angie Risley sold around 200k shares on-market at roughly €2.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €471k more than they bought in the last 12 months. Reported Earnings • May 01
Full year 2022 earnings released: EPS: UK£0.30 (vs UK£0.13 loss in FY 2021) Full year 2022 results: EPS: UK£0.30 (up from UK£0.13 loss in FY 2021). Revenue: UK£29.9b (up 2.9% from FY 2021). Net income: UK£677.0m (up UK£964.0m from FY 2021). Profit margin: 2.3% (up from net loss in FY 2021). Like-for-like sales growth: Down 2.3% vs FY 2021 Over the next year, revenue is forecast to grow 1.9%, compared to a 7.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Non-Executive Director Jo Harlow was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 08
First half 2022 earnings released: EPS UK£0.17 (vs UK£0.083 loss in 1H 2021) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£15.7b (up 5.3% from 1H 2021). Net income: UK£389.0m (up UK£572.0m from 1H 2021). Profit margin: 2.5% (up from net loss in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Recent Insider Transactions • Aug 21
Non-Executive Director recently bought €51k worth of stock On the 20th of August, Adrian Hennah bought around 15k shares on-market at roughly €3.38 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €642k more in shares than they bought in the last 12 months. Executive Departure • Jul 15
Independent Non-Executive Director David Keens has left the company On the 9th of July, David Keens' tenure as Independent Non-Executive Director ended after 6.2 years in the role. As of March 2021, David still personally held 100.00k shares (€291k worth at the time). David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model. Reported Earnings • Jun 10
Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020) The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Jun 03
Upcoming dividend of UK£0.074 per share Eligible shareholders must have bought the stock before 10 June 2021. Payment date: 16 July 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (4.0%). Recent Insider Transactions • May 11
Insider recently sold €712k worth of stock On the 6th of May, Angie Risley sold around 250k shares on-market at roughly €2.85 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Apr 30
Full year 2021 earnings released: UK£0.13 loss per share (vs UK£0.058 profit in FY 2020) The company reported a poor full year result with weaker earnings and control over costs, although revenues were flat. Full year 2021 results: Revenue: UK£29.0b (flat on FY 2020). Net loss: UK£287.0m (down 323% from profit in FY 2020). Like-for-like sales growth: 8.1% vs FY 2020 Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Jan 22
New 90-day high: €2.75 The company is up 21% from its price of €2.27 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share. Is New 90 Day High Low • Dec 29
New 90-day high: €2.65 The company is up 27% from its price of €2.09 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.99 per share. Is New 90 Day High Low • Dec 10
New 90-day high: €2.51 The company is up 24% from its price of €2.03 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.87 per share. Is New 90 Day High Low • Nov 19
New 90-day high: €2.36 The company is up 15% from its price of €2.06 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.97 per share. Reported Earnings • Nov 10
First half 2021 earnings released: UK£0.083 loss per share The company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: UK£14.9b (down 1.1% from 1H 2020). Net loss: UK£183.0m (loss widened 274% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 1.2%, compared to a 2.3% growth forecast for the Consumer Retailing industry in Germany. Is New 90 Day High Low • Oct 19
New 90-day high: €2.24 The company is up 6.0% from its price of €2.11 on 21 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.44 per share.