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Johnson Matthey PlcLSE:JMAT Aktierapport

Marknadsvärde UK£3.7b
Aktiekurs
UK£21.90
UK£21.13
3.7% övervärderad intrinsisk rabatt
1Y26.6%
7D3.9%
1D
Portföljens värde
Utsikt

Johnson Matthey Plc

LSE:JMAT Aktierapport

Börsvärde: UK£3.7b

Johnson Matthey (JMAT) Aktievy

Johnson Matthey Plc är verksamt inom ren luft, katalysator- och vätgasteknik samt platinagruppsmetaller (PGM) i Storbritannien, Tyskland, övriga Europa, USA, övriga Nordamerika, Kina, övriga Asien och internationellt. Mer information

JMAT fundamental analys
Snöflinga Score
Värdering4/6
Framtida tillväxt3/6
Tidigare resultat0/6
Finansiell hälsa4/6
Utdelningar3/6

JMAT Community Fair Values

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Johnson Matthey Plc Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Johnson Matthey
Historiska aktiekurser
Aktuell aktiekursUK£21.90
52 veckors högstaUK£24.34
52 veckors lägstaUK£16.60
Beta0.91
1 månads förändring5.59%
3 månaders förändring-4.95%
1 års förändring26.59%
3 års förändring22.31%
5 års förändring-28.10%
Förändring sedan börsintroduktionen507.49%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Uppdatering av berättelse Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Uppdatering av berättelse Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Uppdatering av berättelse Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Uppdatering av berättelse Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Uppdatering av berättelse Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.

Recent updates

Uppdatering av berättelse May 15

JMAT: Future Returns Will Reflect Reset Expectations And Large £1b Shareholder Cash Return

Johnson Matthey’s analyst price targets have been reduced by up to £550 per share to around £2,000 to £2,250, as analysts reflect a more balanced risk and reward profile and adjust assumptions on discount rates and future P/E multiples. Analyst Commentary Recent research updates on Johnson Matthey cluster around price targets in the £2,000 to £2,250 range, with several firms revising their assumptions and one major bank changing its stance on the stock.
Uppdatering av berättelse Apr 30

JMAT: Future Returns Will Stay Measured As Reset Expectations Meet Large Cash Return

Analysts have lowered Johnson Matthey price targets to a range of £2,000 to £2,250, reflecting slightly softer margin assumptions and a modestly higher future P/E, while still seeing balanced risk and reward at current levels. Analyst Commentary Recent research points to a tighter valuation range for Johnson Matthey, with price targets now clustered between £2,000 and £2,250 and a mix of rating changes that highlight both upside potential and execution risks.
Uppdatering av berättelse Apr 16

JMAT: Future Returns Will Stay Measured As Payouts Offset Rating Resets

Analysts have trimmed the Johnson Matthey fair value estimate from £22.42 to £21.13, reflecting a series of recent price target cuts and rating changes that suggest a more balanced risk and reward profile for the shares. Analyst Commentary Recent Street research on Johnson Matthey shows a cluster of price target cuts and a key rating downgrade, pointing to a more mixed setup where upside potential is more closely balanced against execution and valuation risks.
Uppdatering av berättelse Apr 02

JMAT: Future Returns Will Reflect Cautious Ratings And Large Capital Return Plan

Analysts have trimmed their Johnson Matthey price targets, with recent adjustments such as Berenberg moving to £22.50 from £25.50 and Deutsche Bank to £21.20 from £24.00. These changes reflect reassessments of growth and margin assumptions, alongside a shift to Neutral ratings at some firms around the £20.00 level.
Uppdatering av berättelse Mar 19

JMAT: Future Returns Will Balance Cautious Outlook With Higher Margin Expectations

Johnson Matthey's analyst fair value estimate has been raised from £13.95 to £19.00, even as price targets across the Street have been reset lower into a tighter £2,000 to £2,250 range. This reflects analysts' view that improved margin assumptions and a slightly lower future P/E balance a more cautious revenue outlook.
Uppdatering av berättelse Mar 04

JMAT: Firmer Margins And Balanced Risk Profile Will Support Future Upside

The updated analyst price target for Johnson Matthey edges lower to around £21.20 to £22.50 per share, from previous levels closer to £22.50 to £25.50, as analysts factor in softer revenue expectations, a higher discount rate and adjusted P/E assumptions, partly offset by a firmer profit margin view. Analyst Commentary Recent street research shows a mixed but generally constructive stance on Johnson Matthey, with several bullish analysts reaffirming supportive views on the share price even as they adjust their models.
Uppdatering av berättelse Feb 18

JMAT: Future Outlook Will Stay Measured As New Leadership Supports Neutral Repricing

Analysts have lifted their fair value estimate for Johnson Matthey from £21.03 to £22.42, citing updated assumptions around profit margins and future P/E multiples, alongside recent Street research that raised the price target to £24.00. Analyst Commentary Bullish Takeaways Bullish analysts see the £24.00 price target as consistent with the updated fair value range, suggesting the market is willing to recognise higher earnings power if profit margins align with current assumptions.
Uppdatering av berättelse Feb 04

JMAT: Leaner Leadership And Stable Margins Will Support A Balanced Outlook

Analysts have lifted their price target for Johnson Matthey to £24.00, reflecting updated views on discount rates, expected revenue growth, profit margins and future P/E assumptions, which are now broadly in line with recent Street research. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning their £24.00 target with a 2,400 GBp level highlighted in Street work.
Analysartikel Jan 27

We Think Johnson Matthey (LON:JMAT) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Uppdatering av berättelse Jan 21

JMAT: Leaner Leadership And Higher Margins Will Support An Undervalued Outlook

Analysts have nudged their fair value estimate for Johnson Matthey slightly higher to £25.70 from £25.50, citing updated views on discount rates, revenue trends, profit margins and future P/E assumptions. What's in the News Johnson Matthey plans to appoint Alastair Judge as Chief Financial Officer from 1 January 2026, with current CFO Richard Pike moving to Chief Operating Officer while remaining an Executive Director.
Uppdatering av berättelse Jan 06

JMAT: Higher Profit Outlook And Leaner Leadership Will Shape Fairly Valued Shares

Johnson Matthey’s analyst price targets have moved higher to £21.00, supported by updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from £18.00 and £19.50 to £21.00 at major banks. Analyst Commentary Recent research points to a more constructive stance on Johnson Matthey, with bullish analysts aligning around a £21.00 fair value view.
Uppdatering av berättelse Dec 23

JMAT: Future Outlook Will Remain Measured As Profit Initiatives Support Neutral Market Repricing

The analyst price target for Johnson Matthey has been lifted modestly, by about £0.10 per share, as analysts cite improved fair value estimates supported by slightly lower discount rates and marginally stronger long term profit expectations. Analyst Commentary Recent research updates highlight a converging view around a fair value range near 2,100 GBp, with analysts modestly more constructive on the company’s earnings resilience and capital allocation, while still flagging execution risks and macro uncertainty.
Analysartikel Dec 14

Is Johnson Matthey Plc (LON:JMAT) Trading At A 37% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Johnson Matthey fair value estimate is UK£32.31 Johnson...
Uppdatering av berättelse Dec 09

JMAT: Fair Value Outlook Will Remain Measured As Profitability Initiatives Strengthen Margins

Analysts have nudged their price target for Johnson Matthey higher to £21.00 from £19.50, reflecting increased confidence in improving profitability even as revenue growth expectations edge slightly lower. Analyst Commentary Recent research updates point to a cautiously constructive stance on Johnson Matthey, with modestly higher price targets reflecting improving confidence in execution and earnings resilience.
Uppdatering av berättelse Nov 25

JMAT: Fair Value Outlook Will Remain Measured Amid Improving Margins And Earnings

Analysts have recently raised their price targets for Johnson Matthey, increasing the fair value estimate from £20.29 to £21.05. They cite improved profit margins and updated outlooks reflected in recent research commentary.
Analysartikel Nov 14

What Is Johnson Matthey Plc's (LON:JMAT) Share Price Doing?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it received a lot of attention...
Uppdatering av berättelse Nov 07

JMAT: Cautious Optimism Will Persist After Price Target Increases

Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.
Uppdatering av berättelse Oct 24

Resilient Margins Will Face Headwinds Despite Improved Market Confidence This Year

Analysts have raised their price target for Johnson Matthey from £19.54 to £20.29. This change reflects improved revenue trends and slightly lower discount rates.
Analysartikel Oct 12

Johnson Matthey Plc's (LON:JMAT) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Uppdatering av berättelse Oct 10

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Johnson Matthey’s analyst price target was raised from £19.09 to £19.54, as analysts cited modest improvements in profit margin expectations and adjusted future earnings estimates. Analyst Commentary Bullish Takeaways Bullish analysts have noted an upward revision in the price target, reflecting improved confidence in Johnson Matthey’s valuation prospects.
Analysartikel Sep 24

Here's Why Johnson Matthey (LON:JMAT) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysartikel Aug 12

Are Investors Undervaluing Johnson Matthey Plc (LON:JMAT) By 42%?

Key Insights The projected fair value for Johnson Matthey is UK£30.37 based on 2 Stage Free Cash Flow to Equity Current...
Analysartikel Jul 28

Should You Investigate Johnson Matthey Plc (LON:JMAT) At UK£18.38?

While Johnson Matthey Plc ( LON:JMAT ) might not have the largest market cap around , it led the LSE gainers with a...
Analysartikel Jun 29

Does Johnson Matthey (LON:JMAT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Jun 13

Johnson Matthey Plc's (LON:JMAT) Shares Bounce 27% But Its Business Still Trails The Market

The Johnson Matthey Plc ( LON:JMAT ) share price has done very well over the last month, posting an excellent gain of...
Analysartikel May 25

Johnson Matthey (LON:JMAT) Has Affirmed Its Dividend Of £0.55

The board of Johnson Matthey Plc ( LON:JMAT ) has announced that it will pay a dividend of £0.55 per share on the 5th...
User avatar
Ny berättelse Dec 27

Transformation Efforts Boost Margins, But Market Challenges Threaten Clean Air And Hydrogen Technologies

Transformation and cost-reduction efforts are set to improve net margins and boost overall earnings.

Aktieägarnas avkastning

JMATGB ChemicalsGB Marknad
7D3.9%5.8%2.5%
1Y26.6%8.7%19.4%

Avkastning vs industri: JMAT översteg UK Chemicals branschen som gav 8.7 % under det senaste året.

Avkastning vs Marknaden: JMAT översteg UK marknaden som gav 19.4 % under det senaste året.

Prisvolatilitet

Is JMAT's price volatile compared to industry and market?
JMAT volatility
JMAT Average Weekly Movement6.1%
Chemicals Industry Average Movement7.9%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

Stabil aktiekurs: JMAT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för UK.

Volatilitet över tid: JMAT s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
181710,644Liam Condonmatthey.com

Johnson Matthey Plc bedriver verksamhet inom ren luft, katalysator- och vätgasteknik samt platinagruppsmetaller (PGM) i Storbritannien, Tyskland, övriga Europa, USA, övriga Nordamerika, Kina, övriga Asien och internationellt. Verksamheten bedrivs genom segmenten Clean Air, PGM Services, Catalyst Technologies och Hydrogen Technologies. Segmentet Clean Air tillhandahåller katalysatorer för efterbehandlingssystem för utsläppskontroll för att minska skadliga utsläpp från bilar, andra lätta fordon, lastbilar, bussar och utrustning som inte är avsedd att användas på väg och som drivs av förbränningsmotorer.

Johnson Matthey Plc Sammanfattning av grunderna

Hur förhåller sig Johnson Matthey:s resultat och omsättning till dess börsvärde?
JMAT grundläggande statistik
BörsvärdeUK£3.67b
Vinst(TTM)-UK£91.00m
Intäkter(TTM)UK£11.72b
0.3x
P/S-förhållande
-40.4x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
JMAT resultaträkning (TTM)
IntäkterUK£11.72b
Kostnad för intäkterUK£10.81b
BruttovinstUK£912.00m
Övriga kostnaderUK£1.00b
Intäkter-UK£91.00m

Senast redovisade vinst

Sep 30, 2025

Nästa vinstdatum

May 28, 2026

Vinst per aktie (EPS)-0.54
Bruttomarginal7.78%
Nettovinstmarginal-0.78%
Skuld/egenkapitalförhållande70.3%

Hur har JMAT utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.5%
Aktuell utdelningsavkastning
-143%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 16:07
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/09/30
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Johnson Matthey Plc bevakas av 34 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Sebastian BrayBerenberg
Gunther ZechmannBernstein
Laurent FavreBNP Paribas