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Macfarlane Group PLC

LSE:MACF Stock Report

Market Cap: UK£120.9m

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Macfarlane Group Dividends and Buybacks

Dividend criteria checks 3/6

Macfarlane Group is a dividend paying company with a current yield of 4.64%. Next payment date is on 8th October, 2026 with an ex-dividend date of 10th September, 2026.

Key information

4.6%

Dividend yield

2.4%

Buyback Yield

Total Shareholder Yield7.0%
Future Dividend Yield4.7%
Dividend Growth8.6%
Next dividend pay date08 Oct 26
Ex dividend date10 Sep 26
Dividend per sharen/a
Payout ratio94%

Recent dividend and buyback updates

Recent updates

User avatar
Narrative Update • Jun 24

MACF: Steady Assumptions Will Support Future Upside Potential

Analysts have kept their fair value estimate for Macfarlane Group unchanged at £0.91. The slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions reflect only minor model refinements rather than a shift in the overall price target view.
User avatar
Narrative Update • Jun 06

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have left their fair value estimate for Macfarlane Group unchanged at £0.91 per share, with only marginal tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E. This indicates a largely steady view of the stock's valuation drivers.
User avatar
Narrative Update • Apr 21

MACF: Steady Assumptions And Higher Required Return Will Support Future Upside

Analysts have kept their fair value estimate for Macfarlane Group steady at £0.91 per share. This reflects only small tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions in their refreshed models.
User avatar
Narrative Update • Apr 06

MACF: Stable Assumptions And Slightly Lower P/E Will Support Future Upside

Analysts have made only a modest adjustment to their valuation work on Macfarlane Group, with a slightly lower discount rate and future P/E assumption leading to a small fine tuning of their £ price target rather than a material shift in view. Valuation Changes Fair Value: Held steady at £0.91 per share, with no change between the prior and updated work.
User avatar
Narrative Update • Mar 23

MACF: Stable Assumptions And Slightly Higher P/E Will Support Future Upside

Macfarlane Group's analyst price target has been left broadly unchanged at around £0.91. Analysts point to only marginal tweaks to assumptions for discount rate, revenue growth, profit margin and forward P/E that do not materially alter their view of fair value.
User avatar
Narrative Update • Mar 09

MACF: Modest Fair Value Trim Will Still Support Future Upside

Analysts have revised their fair value estimate for Macfarlane Group from £0.98 to £0.91, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: revised from £0.98 to £0.91, a modest reduction in the central estimate.
User avatar
Narrative Update • Feb 22

MACF: Steady Assumptions And Higher Future P/E Will Support Upside

Analysts have kept their price target for Macfarlane Group broadly steady at around £0.98 per share, citing only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions in their updated models. Valuation Changes Fair Value: unchanged at £0.98 per share, with no revision to the central estimate.
User avatar
Narrative Update • Feb 08

MACF: Stable Growth Assumptions And Lower P/E Will Support Future Upside

Analysts have made a small adjustment to their price target on Macfarlane Group, reflecting a slightly lower discount rate and a marginally reduced assumed future P/E multiple, while keeping fair value per share broadly unchanged at £0.98. Valuation Changes Fair Value: Modelled fair value per share is unchanged at £0.98.
User avatar
Narrative Update • Jan 24

MACF: Higher Profitability Assumptions And Lower P/E Will Support Future Upside

Analysts have trimmed their price target on Macfarlane Group, reflecting updated assumptions for profit margins and a lower future P/E multiple, while keeping fair value estimates steady at £0.98. Valuation Changes Fair Value: Kept unchanged at £0.98 per share, indicating no adjustment to the central valuation estimate.
User avatar
Narrative Update • Jan 10

MACF: Stable Assumptions And Higher Required Return Will Support Undervalued Upside

Analysts have slightly adjusted their price target for Macfarlane Group, citing small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their fair value estimate broadly unchanged at £0.98. Valuation Changes Fair Value Estimate is unchanged at £0.98 per share, indicating no material revision to the central valuation outcome.
User avatar
Narrative Update • Dec 23

MACF: Improved Risk Profile Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target for Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, while maintaining a fair value estimate close to previous levels. Valuation Changes Fair Value: unchanged at 0.975x, indicating no material shift in the core valuation anchor.
User avatar
Narrative Update • Dec 09

MACF: Index Inclusion Will Support Liquidity And Undervalued Long-Term Upside

Analysts have nudged their price target on Macfarlane Group slightly higher to reflect a modest improvement in the company’s risk profile and forward earnings multiple, though the overall fair value estimate remains close to unchanged at approximately £0.98 per share. What's in the News Macfarlane Group PLC has been added to the S&P Global BMI Index, which may increase its visibility among global institutional investors (Index Constituent Adds).
User avatar
Narrative Update • Nov 24

MACF: Recent Index Addition And Outlook Will Support Long-Term Confidence

Analysts have slightly raised their price target for Macfarlane Group to £0.98. They maintain a positive outlook based on updated discount rates and reaffirmed growth expectations.
User avatar
Narrative Update • Nov 09

MACF: Future Margins Will Recover Despite Recent Outlook Shift

Analysts have lowered their fair value estimate for Macfarlane Group from £1.13 to £0.98. They cite expectations of slower revenue growth, a higher discount rate, and a reduced profit margin outlook.
Analysis Article • Nov 04

Macfarlane Group PLC (LON:MACF) Looks Inexpensive After Falling 25% But Perhaps Not Attractive Enough

To the annoyance of some shareholders, Macfarlane Group PLC ( LON:MACF ) shares are down a considerable 25% in the last...
Analysis Article • Oct 28

These 4 Measures Indicate That Macfarlane Group (LON:MACF) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Narrative Update • Oct 26

Eco-Friendly Packaging And European Expansion Will Unlock New Opportunity

Analysts have revised their price target for Macfarlane Group downward from £1.25 to £1.13, citing reduced revenue growth and profit margin projections in their latest assessment. What's in the News Macfarlane Group PLC has been added as a constituent to the S&P Global BMI Index (Key Developments).
Analysis Article • May 06

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group to hold its Annual General Meeting on 13th of May Total pay for CEO Peter Atkinson...
Analysis Article • Mar 02

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 13th of June to £0.027, with investors...
User avatar
New Narrative • Feb 10

European Acquisitions And Competitive Website Will Expand Market Presence And Capture New Business

Strategic acquisitions and a new competitive website are expected to boost revenue growth and market presence.
Analysis Article • May 14

Is Macfarlane Group (LON:MACF) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • May 01

Here's Why Shareholders May Want To Be Cautious With Increasing Macfarlane Group PLC's (LON:MACF) CEO Pay Packet

Key Insights Macfarlane Group will host its Annual General Meeting on 7th of May Total pay for CEO Peter Atkinson...
Analysis Article • Apr 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0265

Macfarlane Group PLC's ( LON:MACF ) dividend will be increasing from last year's payment of the same period to £0.0265...
Analysis Article • Mar 03

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To £0.0265

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 30th of May to £0.0265, which is 5.2% higher than...
Analysis Article • Sep 10

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend by 4.4% on the...
Analysis Article • Aug 27

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0094

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 12th of October will be increased to...
Analysis Article • May 11

Macfarlane Group (LON:MACF) Is Paying Out A Larger Dividend Than Last Year

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its periodic dividend on the 1st of June to...
Analysis Article • Apr 05

Macfarlane Group's (LON:MACF) Dividend Will Be Increased To £0.0252

Macfarlane Group PLC's ( LON:MACF ) periodic dividend will be increasing on the 1st of June to £0.0252, with investors...
Analysis Article • Feb 26

Macfarlane Group (LON:MACF) Has Announced That It Will Be Increasing Its Dividend To £0.0252

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 1st of June to £0.0252, which is 8.2% higher than...
Analysis Article • Sep 04

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At £0.009

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend from last year's comparable...
Analysis Article • Apr 28

Macfarlane Group (LON:MACF) Is Increasing Its Dividend To UK£0.023

Macfarlane Group PLC ( LON:MACF ) has announced that it will be increasing its dividend on the 1st of June to UK£0.023...
Analysis Article • Feb 27

Macfarlane Group's (LON:MACF) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Macfarlane Group PLC ( LON:MACF ) has announced that the dividend on 1st of June will be increased to...
Analysis Article • Sep 13

Macfarlane Group (LON:MACF) Will Pay A Larger Dividend Than Last Year At UK£0.0087

Macfarlane Group PLC ( LON:MACF ) will increase its dividend on the 14th of October to UK£0.0087, which is 24% higher...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: MACF's dividend payments have been volatile in the past 10 years.

Growing Dividend: MACF's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

Macfarlane Group Dividend Yield vs Market
How does MACF dividend yield compare to the market?
SegmentDividend Yield
Company (MACF)4.6%
Market Bottom 25% (GB)2.1%
Market Top 25% (GB)5.5%
Industry Average (Trade Distributors)2.4%
Analyst forecast (MACF) (up to 3 years)4.7%

Notable Dividend: MACF's dividend (4.64%) is higher than the bottom 25% of dividend payers in the UK market (2.14%).

High Dividend: MACF's dividend (4.64%) is low compared to the top 25% of dividend payers in the UK market (5.52%).


Earnings Payout to Shareholders

Earnings Coverage: With its high payout ratio (94.4%), MACF's dividend payments are not well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (32.2%), MACF's dividend payments are well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 21:12
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Macfarlane Group PLC is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew SimmsBerenberg
James FletcherBerenberg
Calum BattersbyBerenberg

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