Essentra plc

LSE:ESNT Stock Report

Market Cap: UK£237.4m

Essentra Dividends and Buybacks

Dividend criteria checks 2/6

Essentra is a dividend paying company with a current yield of 2.39%.

Key information

2.4%

Dividend yield

1.1%

Buyback Yield

Total Shareholder Yield3.5%
Future Dividend Yield3.5%
Dividend Growth-24.2%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio272%

Recent dividend and buyback updates

Analysis Article Aug 01

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...

Recent updates

Narrative Update Jun 24

ESNT: Discount Rate And P/E Reset Will Support Future Upside

Analysts have trimmed their Essentra price targets by £0.10 after recent research updates, citing modest adjustments to the discount rate and future P/E assumptions while leaving fair value and core operating expectations broadly unchanged. Analyst Commentary Recent research on Essentra highlights a mix of optimism and caution, with the latest price target trim of £0.10 framed more as a technical adjustment than a reset of the core thesis.
Narrative Update Jun 08

ESNT: Refreshed Dividend Policy And P/E Assumptions Will Support Future Upside

Essentra's analyst price target has been trimmed by £0.10, as analysts factor in recent rating changes and refreshed assumptions around discount rates, growth and P/E expectations. Analyst Commentary Recent research updates on Essentra focus on how refreshed assumptions for discount rates, growth and P/E are feeding into valuation, rather than any single company specific event.
Narrative Update May 25

ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.
Narrative Update Apr 25

ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating

Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.
Narrative Update Apr 11

ESNT: Dividend Policy And Margin Outlook Will Support Future Upside Potential

Analysts have trimmed their price target on Essentra from £1.83 to £1.76, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Essentra recommends a final ordinary dividend of 1.2 pence per share for 2025, with a total 2025 dividend of 2.0 pence per share, compared with a final 1.55 pence and total 2.8 pence for 2024 (Key Developments).
Analysis Article Apr 06

We Think You Can Look Beyond Essentra's (LON:ESNT) Lackluster Earnings

Shareholders appeared unconcerned with Essentra plc's ( LON:ESNT ) lackluster earnings report last week. We did some...
Narrative Update Mar 27

ESNT: FY25 Margin Outlook And Dividend Policy Will Support Re Rating View

Analysts have trimmed their price target on Essentra by £1.30. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher profit margin outlook and a reduced future P/E multiple.
Narrative Update Mar 13

ESNT: FY25 Guidance And Refined Assumptions Will Support A Re Rating View

Analysts have slightly reduced their price target for Essentra to reflect refreshed assumptions on discount rates, revenue growth, profit margins and future P/E, resulting in a modestly lower implied fair value in £ terms while keeping the overall thesis broadly unchanged. What's in the News Essentra issued earnings guidance for FY25, with group revenue expected to grow by 2.5% on a constant currency, like-for-like basis.
Narrative Update Feb 27

ESNT: FY25 Guidance And Revised Assumptions Will Support A Re Rating View

Analysts have adjusted their price target on Essentra to £1.30, with the change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. They see these assumptions as better aligning the valuation with current company fundamentals.
Narrative Update Feb 13

ESNT: Higher Future P/E Will Offset Softer Margins And Revenue Guidance

Analysts have modestly reduced their price target for Essentra to £1.83 from £1.89. This reflects updated views on slightly softer revenue growth, lower profit margin assumptions and a higher future P/E multiple.
Narrative Update Jan 30

ESNT: Guidance On FY25 Revenue Will Support A Rerating View

Analysts have trimmed their fair value estimate for Essentra from £1.70 to £1.30, citing a combination of slightly higher assumed revenue growth, a higher discount rate, a lower projected profit margin, and a marginally higher future P/E multiple. What's in the News Essentra issued earnings guidance for FY25, with Group revenue expected to grow by 2.5% on a constant currency, like for like basis, giving investors a reference point for management's current outlook (company guidance).
Narrative Update Jan 16

ESNT: Higher Future P/E Will Support Returns Despite Softer Margins

Analysts have trimmed their price targets for Essentra, reflecting updated assumptions for slightly lower revenue growth and profit margins. This has been partly offset by a higher assumed future P/E of 45.66x compared with the previous 35.36x.
Analysis Article Aug 08

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

LSE:ESNT 1 Year Share Price vs Fair Value Explore Essentra's Fair Values from the Community and select yours Essentra...
Analysis Article Aug 01

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...
Analysis Article Jun 27

These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Apr 05

Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155

The board of Essentra plc ( LON:ESNT ) has announced that it will pay a dividend on the 3rd of July, with investors...
User avatar
New Narrative Mar 23

Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention

Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.
Analysis Article Mar 22

Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155

Essentra plc ( LON:ESNT ) will pay a dividend of £0.0155 on the 3rd of July. However, the dividend yield of 2.7% still...
Analysis Article Sep 20

Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate

Key Insights Essentra's estimated fair value is UK£2.48 based on 2 Stage Free Cash Flow to Equity Essentra is estimated...
Analysis Article Mar 27

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

The recent earnings posted by Essentra plc ( LON:ESNT ) were solid, but the stock didn't move as much as we expected...
Analysis Article Aug 19

Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012

Essentra plc's ( LON:ESNT ) dividend is being reduced from last year's payment covering the same period to £0.012 on...
Analysis Article Feb 03

Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate

How far off is Essentra plc ( LON:ESNT ) from its intrinsic value? Using the most recent financial data, we'll take a...
Analysis Article Dec 24

Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet

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

Stability and Growth of Payments

Fetching dividends data

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

Growing Dividend: ESNT's dividend payments have fallen over the past 10 years.


Dividend Yield vs Market

Essentra Dividend Yield vs Market
How does ESNT dividend yield compare to the market?
SegmentDividend Yield
Company (ESNT)2.4%
Market Bottom 25% (GB)2.1%
Market Top 25% (GB)5.5%
Industry Average (Chemicals)3.9%
Analyst forecast (ESNT) (up to 3 years)3.5%

Notable Dividend: ESNT's dividend (2.39%) is higher than the bottom 25% of dividend payers in the UK market (2.11%).

High Dividend: ESNT's dividend (2.39%) is low compared to the top 25% of dividend payers in the UK market (5.54%).


Earnings Payout to Shareholders

Earnings Coverage: With its high payout ratio (272.1%), ESNT's dividend payments are not well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (39.4%), ESNT's dividend payments are well covered by cash flows.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/06 00:40
End of Day Share Price 2026/07/06 00:00
Earnings2025/12/31
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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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Learn about the world class team 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

Essentra plc is covered by 15 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James BaylissBerenberg
Calum BattersbyBerenberg
Michael O'BrienCanaccord Genuity