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Titel |
Bewertung |
| 21.08.25 11:25:58 |
Die Bilanzen von Bunzl könnten sich als positiv entwickeln, da der Aktienkurs letzte Woche um 3,7 % gestiegen ist. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Okay, here’s a German translation of the provided text, aiming for approximately 400 words and maintaining the original’s tone and information:
**Zusammenfassung: Bunzl plc – Ein Blick auf die Aktie**
Passives Investieren in einen Indexfonds ist eine gute Möglichkeit, um Renditen zu erzielen, die dem Gesamtmarkt entsprechen. Wenn Sie einzelne Aktien kaufen, können Sie höhere Gewinne erzielen, tragen aber auch ein höheres Risiko des Underperformings. Die Bunzl plc (LON:BNZL) Aktie ist in den letzten zwölf Monaten um 26% gefallen, deutlich unter dem Marktwachstum von 20%. Auch für Anleger, die früher eingestiegen sind, ist die Entwicklung enttäuschend: Die Aktie ist in den letzten drei Jahren um 25% gefallen.
Obwohl die letzten Tage für die Aktionäre etwas beruhigend waren, befinden sie sich weiterhin im Minus, weshalb wir untersuchen müssen, ob die zugrunde liegende Geschäftsentwicklung für den Rückgang verantwortlich ist.
Wir haben 21 US-Aktien gefunden, die eine Dividendenrendite von über 6 % im nächsten Jahr prognostiziert werden. Eine vollständige Liste finden Sie kostenfrei.
Märkte sind ein leistungsstarkes Preisierungsmechanismus, aber Aktienkurse spiegeln die Anlegerstimmung wider, nicht nur die zugrunde liegende Unternehmensleistung. Durch den Vergleich von Gewinn pro Aktie (EPS) und Aktienkursänderungen im Zeitverlauf können wir erkennen, wie sich die Anlegerstimmung im Laufe der Zeit verändert hat.
Leider musste Bunzl einen Rückgang des EPS um 4,7 % im letzten Jahr melden. Der Aktienkursrückgang von 26 % ist sogar höher als der EPS-Rückgang. Es ist verständlich, dass die mangelnde EPS-Wachstumsentwicklung zu einer vorsichtigeren Haltung des Markes geführt hat.
Wie sich der EPS im Laufe der Zeit verändert hat, sehen Sie in der unten stehenden Grafik (klicken Sie auf den Chart, um die genauen Werte zu sehen). LSE:BNZL Gewinn pro Aktie Wachstum August 21st 2025
Es ist erwähnenswert, dass wir in den letzten Quartalen erhebliche Käufe durch interne Beteiligte festgestellt haben, was wir als positiv betrachten. Dennoch sind die Trends bei Gewinn- und Umsatzzahlen wichtiger. Es lohnt sich, einen Blick auf unseren kostenlosen Bericht über Bunzl’s Erträge, Umsatzzahlen und Cashflow zu werfen.
**Was ist mit den Dividenden?**
Es ist wichtig, die Gesamtrendite für Aktionäre (Total Shareholder Return, TSR) zu berücksichtigen, sowie den Aktienkurs-Return. Der TSR beinhaltet den Wert von Dividenden (unter der Annahme, dass Dividenden reinvestiert werden) und den Wert von diskontierten Kapitalerhöhungen und Spin-offs. In Bunzl's Fall beträgt der TSR für das letzte Jahr -24 %. Dies übersteigt den bisher genannten Aktienkurs-Return, und man kann Vermutungen anstellen, dass die Dividenden das erklären.
**Ein anderer Blickwinkel**
Investoren von Bunzl hatten ein schwieriges Jahr mit einem Total Loss von 24 % (inklusive Dividenden) gegenüber einem Marktgewinn von ca. 20 %. Dennoch sollten Anleger daran denken, dass auch die besten Aktien gelegentlich unter dem Markt zurückfallen können. Auf der positiven Seite haben langfristige Aktionäre Geld gemacht, mit einer Rendite von 1,4 % pro Jahr über ein halbes Jahrzehnt. Wenn die fundamentalen Daten weiterhin langfristiges, nachhaltiges Wachstum zeigen, könnte die aktuelle Verkaufsbewegung eine Gelegenheit zum Überlegen sein. Es ist immer interessant, Aktienkursperformance über den längeren Zeitraum zu verfolgen. Um Bunzl besser zu verstehen, müssen wir viele andere Faktoren berücksichtigen. Trotzdem sollten Sie sich der 2 Warnhinweise in unserer Anlageanalyse für Bunzl bewusst sein...
Es gibt viele andere Unternehmen, in denen Insider Aktien kaufen. Sie sollten diese kostenlose Liste der unterbewerteter Small-Cap-Unternehmen, die Insider kaufen, nicht verpassen.
Bitte beachten Sie, dass die in diesem Artikel genannten Marktrenditen die markengewichteten Durchschnittsrenditen von Aktien darstellen, die derzeit an britischen Börsen gehandelt werden.
Haben Sie Feedback zu diesem Artikel? Besorgt über den Inhalt? Bitte kontaktieren Sie uns direkt. Alternativ können Sie uns per E-Mail an editorial-team (at) simplywallst.com kontaktieren.
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**Notes on translation choices:**
* I aimed for clear and concise language suitable for a financial audience.
* I tried to preserve the tone and factual nature of the original text.
* I included some explanatory phrases to ensure the translation is understandable to a German-speaking audience unfamiliar with some financial terms.
Would you like me to make any adjustments to this translation? |
| 08.08.25 15:40:03 |
BZLFY vs. MDLZ: Which Stock Is the Better Value Option? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Bunzl PLC (BZLFY) and Mondelez (MDLZ). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.
Right now, Bunzl PLC is sporting a Zacks Rank of #2 (Buy), while Mondelez has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that BZLFY is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
BZLFY currently has a forward P/E ratio of 12.78, while MDLZ has a forward P/E of 20.59. We also note that BZLFY has a PEG ratio of 1.18. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. MDLZ currently has a PEG ratio of 4.72.
Another notable valuation metric for BZLFY is its P/B ratio of 2.83. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, MDLZ has a P/B of 3.08.
These are just a few of the metrics contributing to BZLFY's Value grade of A and MDLZ's Value grade of C.
BZLFY has seen stronger estimate revision activity and sports more attractive valuation metrics than MDLZ, so it seems like value investors will conclude that BZLFY is the superior option right now.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Bunzl PLC (BZLFY) : Free Stock Analysis Report
Mondelez International, Inc. (MDLZ) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
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| 07.08.25 07:26:19 |
Bunzl plc (LON:BNZL) is largely controlled by institutional shareholders who own 86% of the company |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Explore Bunzl's Fair Values from the Community and select yours
Key Insights
Institutions' substantial holdings in Bunzl implies that they have significant influence over the company's share price 51% of the business is held by the top 18 shareholders Recent purchases by insiders
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
A look at the shareholders of Bunzl plc (LON:BNZL) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 86% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. As a result, a sizeable amount of institutional money invested in a firm is generally viewed as a positive attribute.
In the chart below, we zoom in on the different ownership groups of Bunzl.
See our latest analysis for Bunzl LSE:BNZL Ownership Breakdown August 7th 2025
What Does The Institutional Ownership Tell Us About Bunzl?
Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.
Bunzl already has institutions on the share registry. Indeed, they own a respectable stake in the company. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Bunzl, (below). Of course, keep in mind that there are other factors to consider, too.LSE:BNZL Earnings and Revenue Growth August 7th 2025
Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. We note that hedge funds don't have a meaningful investment in Bunzl. Looking at our data, we can see that the largest shareholder is BlackRock, Inc. with 8.2% of shares outstanding. For context, the second largest shareholder holds about 5.5% of the shares outstanding, followed by an ownership of 4.4% by the third-largest shareholder.
After doing some more digging, we found that the top 18 have the combined ownership of 51% in the company, suggesting that no single shareholder has significant control over the company.
While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
Story Continues
Insider Ownership Of Bunzl
While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
Our data suggests that insiders own under 1% of Bunzl plc in their own names. It is a very large company, so it would be surprising to see insiders own a large proportion of the company. Though their holding amounts to less than 1%, we can see that board members collectively own UK£14m worth of shares (at current prices). It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.
General Public Ownership
With a 12% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Bunzl. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
Next Steps:
It's always worth thinking about the different groups who own shares in a company. But to understand Bunzl better, we need to consider many other factors. Consider risks, for instance. Every company has them, and we've spotted 2 warning signs for Bunzl you should know about.
If you would prefer discover what analysts are predicting in terms of future growth, do not miss this freereport on analyst forecasts.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 24.07.25 06:31:37 |
Top UK Dividendenbestände im Juli 2025 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Market Volatilität und Dividendenbestände* *
Inmitten einer herausfordernden Wirtschaftslandschaft untersuchen Investoren ihre Portfolios für Stabilität. Inmitten der Marktschwankungen können Dividendenbestände einen zuverlässigen Ertragsstrom und eine potenzielle Widerstandsfähigkeit bieten, was sie zu einer attraktiven Berücksichtigung für die navigierenden Unsicherheitszeiten macht. **Die Dividendenvorräte liefern eine entscheidende Einkommensquelle, die dazu beiträgt, die Auswirkungen der Marktvolatilität zu mindern*.
**Top 10 Dividendenbestände im Vereinigten Königreich* *
Die höchsten 10 Dividendenbestände im Vereinigten Königreich sind:
1. **WPP (LSE:WPP)* *
* Dividendenertrag: 9,16%
* Dividendenbewertung: **★★★★★★★★★★★*
* Markt Cap: £4,64 Milliarden
2. **Somero Enterprises (LSE:SOM)* *
* Dividendenertrag: 6,9%
* Dividendenbewertung: ** ★★★★★★★★★★★★★★☆**
* Markt Cap: £122.75 Millionen
3. **Bunzl (LSE:BNZL)**
* Dividendenertrag: 3,2%
* Dividendenbewertung: ** ★★★★★★★★ ☆☆ **
* Markt Cap: £7,52 Milliarden
4. **WPP (LSE:WPP)* *
* Dividendenertrag: 9,16%
* Dividendenbewertung: **★★★★★★★★★★★*
* Markt Cap: £4,64 Milliarden
5. **Monatgruppe (LSE:MONY)* *
* Dividendenrendite: 6.00%
* Dividendenbewertung: **★★★★★*****
* Market Cap: £2.54 Milliarden
6. **OSB Group (LSE:OSB)*
* Dividendenertrag: 5,98%
* Dividendenbewertung: **★★★★★*****
* Market Cap: 4.08 Milliarden Pfund
7. **NWF-Gruppe (AIM:NWF)* *
* Dividendenertrag: 4,78%
* Dividendenbewertung: **★★★★★*****
* Market Cap: 1,38 Milliarden Pfund
8. **Monatgruppe (LSE:MONY)* *
* Dividendenrendite: 6.00%
* Dividendenbewertung: **★★★★★**
* Market Cap: £2.54 Milliarden
ANHANG **Man Group (LSE:EMG)* *
* Dividendenrendite: 6,90%
* Dividendenbewertung: **★★★★★**
* Market Cap: £2.55 Milliarden
10. **Grafton Group (LSE:GFTU)* *
* Dividendenertrag: 4.08%
* Dividendenbewertung: **★★★★★*****
* Market Cap: 1,39 Milliarden Pfund
**Key Takeaways**
* Dividendenbestände bieten einen zuverlässigen Einkommensstrom und potenzielle Widerstandsfähigkeit in unsicheren Wirtschaftszeiten.
* Top UK Dividendenempfänger, wie WPP und Bunzl, bieten eine überzeugende Ausbeute und decken hohe Auszahlungsquoten.
* Unternehmen mit einem starken Track Record, wie zum Beispiel Somero Enterprises, zeigen trotz eines volatilen Track Records Stabilitätspotenziale.
* Investoren sollten die Dividendengeschichte, die Auszahlungsquoten und die Marktkapitalisierung jedes Unternehmens sorgfältig bewerten, bevor eine Entscheidung getroffen wird.
**Empfehlung* *
Auf der Grundlage der Analyse können die Anleger überlegen, dass sie diese oberen britischen Dividendenbestände in ihr Portfolio einfügen, um eine stabile Einkommensquelle zu bieten und die Auswirkungen der Marktvolatilität zu mindern. Es ist jedoch wichtig, gründliche Forschung zu betreiben und die Finanzen und Industrie jedes Unternehmens zu bewerten, bevor Investitionsentscheidungen getroffen werden. |
| 23.07.25 15:40:03 |
BZLFY vs. CELH: Welches Aktien sollte Wert Investors jetzt kaufen? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Stock Auswahl im Lebensmittel - Verschiedene Sektoren**
Investoren, die auf der Suche nach Mehrwertmöglichkeiten im Bereich Food - Miscellaneous sind, können Bunzl PLC (BZLFY) oder Celsius Holdings Inc. (CELH) berücksichtigen. Welchen Wert bietet man jedoch für Investoren?
**Key Statistik**
**Bunzl PLC (BZLFY)* *
+ Zacks Rang: #2 (Buy)
+ Werteklasse: A
**Celsius Holdings Inc. (CELH)* *
+ Zacks Rang: #3 (Hold)
+ Werteklasse: D
**Value Investing Strategies* *
Wertinvestoren betrachten typischerweise traditionelle, bewährte Zahlen, um unterschätzte Aktien zu finden. Sie analysieren Metriken wie:
** Preis-Leistungs-Verhältnis (P/E)**
** Preis-zu-Preis (P/P) Verhältnis**
* **Preis-zu-Buch (P/B) Verhältnis**
** Ergebniserträge**
**Cashflow pro Aktie* *
**Vergleich von BZLFY und CELH**
**P/E-Verhältnis:** BZLFY (12.96) vs. CELH (53.97)
**PEG-Verhältnis:** BZLFY (1.20) vs. CELH (1.57)
**P/B-Verhältnis:** BZLFY (2.87) vs. CELH (25.79)
**Ausschluss* *
Basierend auf der Analyse empfehlen wir **Bunzl PLC (BZLFY)** als überlegene Wertoption im Bereich Food - Miscellaneous. Die Verbesserung der Ergebnisaussichten und der starken Bewertungsmetriken machen es zu einer überzeugenden Wahl für Wertinvestoren. Es ist jedoch wichtig zu beachten, dass Wertinvestitionen eine langfristige Strategie sind, und Investoren sollten geduldig sein und keine Investitionsentscheidungen treffen.
** Haftungsausschluss* *
Dieser Artikel ist nur zu Informationszwecken und sollte nicht als Anlageberatung betrachtet werden. Konsultieren Sie immer mit einem Finanzberater, bevor Sie irgendwelche Investitionsentscheidungen treffen. |
| 24.06.25 08:16:32 |
Bunzl set for stronger revenues after acquisition deals |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Distribution giant Bunzl has said revenues are set to rise on the back of acquisitions, despite the “uncertain” economic backdrop.
The FTSE 100 company saw shares move higher on Tuesday morning as a result.
It came as Bunzl also announced its latest acquisition deal to buy Brazilian food packaging business Solupack.
The proposed takeover of Solupack, which generated £15 million of revenues last year, will “enhance our offering to customers”, the company said.
Bosses at Bunzl said it is “remaining active” regarding more potential acquisitions, following its third takeover deal this year.
On Tuesday, Bunzl said revenue for the first half of 2025 is expected to be around 4% higher than the previous year, driven by acquisitions.
It added that profit margins are set to be in line with previous guidance of 7%.
The update comes two months after the company cut its profit forecast for 2025 and paused its share buyback in the face of tariff pressures on its North American business.
Frank van Zanten, chief executive of Bunzl, said: “Alongside a macroeconomic backdrop that remains uncertain, the group is trading in-line with our expectations.
“Actions are under way to improve performance in the group, particularly in our largest business in North America and in Continental Europe, and we anticipate improvement in the second half of the year.
“The group’s compounding growth strategy and resilient business model underpin Bunzl’s long-term track record of delivery and the group continues to be well placed to navigate periods of macroeconomic uncertainty given our focus on essential products, the depth of our customer and supplier relationships and our sector and geographic diversification.”
Richard Hunter, head of markets at Interactive Investor, said: “The savage share price reaction to the profit warning in April left a sour taste in the mouth for investors.
“Indeed, the best that can be said for this update is that conditions do not appear to have worsened, with the shares edging higher accordingly.”
View Comments |
| 24.06.25 06:31:50 |
Top UK Dividend Stocks To Consider In June 2025 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Over the last seven days, the United Kingdom market has remained flat, but it is up 4.0% over the past year with earnings forecast to grow by 14% annually. In this context, identifying dividend stocks that offer consistent payouts and potential for growth can be a strategic approach for investors seeking income and stability in their portfolios.
Top 10 Dividend Stocks In The United Kingdom
Name Dividend Yield Dividend Rating WPP (LSE:WPP) 7.54% ★★★★★★ Treatt (LSE:TET) 3.28% ★★★★★☆ OSB Group (LSE:OSB) 6.74% ★★★★★☆ NWF Group (AIM:NWF) 4.79% ★★★★★☆ Man Group (LSE:EMG) 9.91% ★★★★★☆ Keller Group (LSE:KLR) 3.35% ★★★★★☆ James Latham (AIM:LTHM) 6.96% ★★★★★☆ Grafton Group (LSE:GFTU) 3.76% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.72% ★★★★★☆ 4imprint Group (LSE:FOUR) 4.97% ★★★★★☆
Click here to see the full list of 61 stocks from our Top UK Dividend Stocks screener.
Let's review some notable picks from our screened stocks.
Bioventix
Simply Wall St Dividend Rating: ★★★★☆☆
Overview: Bioventix PLC develops, produces, and distributes sheep monoclonal antibodies for global diagnostic use, with a market cap of £141.07 million.
Operations: Bioventix PLC generates revenue primarily from its biotechnology segment, amounting to £13.66 million.
Dividend Yield: 5.7%
Bioventix offers a dividend yield of 5.74%, placing it in the top 25% of UK dividend payers, but its high payout and cash payout ratios (104.5% and 107.8%, respectively) indicate unsustainable coverage by earnings or cash flows. Despite this, dividends have been reliable and stable over the past decade, with a recent 3% increase in interim dividends to £0.70 per share announced for April 2025, reflecting consistent growth despite declining earnings.
Delve into the full analysis dividend report here for a deeper understanding of Bioventix. The analysis detailed in our Bioventix valuation report hints at an deflated share price compared to its estimated value.AIM:BVXP Dividend History as at Jun 2025
Bunzl
Simply Wall St Dividend Rating: ★★★★☆☆
Overview: Bunzl plc is a distribution and services company operating in North America, Continental Europe, the United Kingdom, Ireland, and internationally with a market cap of approximately £7.56 billion.
Operations: Bunzl plc generates revenue primarily from its Packaging & Containers segment, which accounts for £11.78 billion.
Dividend Yield: 3.2%
Bunzl's dividend payments are well covered by both earnings and cash flows, with a payout ratio of 49.4% and a cash payout ratio of 28.1%. However, its dividend yield of 3.19% is below the top UK payers, and its past dividend track record has been volatile, experiencing significant annual drops. Despite trading at a good value relative to peers, Bunzl carries high debt levels. Recent guidance suggests moderate revenue growth for 2025 driven by acquisitions.
Story Continues
Click here to discover the nuances of Bunzl with our detailed analytical dividend report. Our expertly prepared valuation report Bunzl implies its share price may be lower than expected.LSE:BNZL Dividend History as at Jun 2025
Pollen Street Group
Simply Wall St Dividend Rating: ★★★★☆☆
Overview: Pollen Street Group, headquartered in London and founded in 2015, operates as a financial services company with a market cap of £469.47 million.
Operations: Pollen Street Group generates revenue through its Asset Manager segment, contributing £66.80 million, and its Investment Company segment, contributing £60.38 million.
Dividend Yield: 6.9%
Pollen Street Group's dividend yield of 6.95% ranks in the top 25% of UK payers, supported by a payout ratio of 68.1% and a cash payout ratio of 38.6%. However, its nine-year dividend history is marked by volatility and unreliability. Despite this, the company offers good value with a P/E ratio of 9.5x compared to the market average and recent earnings growth. Leadership changes may impact strategic direction amidst ongoing M&A discussions with KKR's Hipoges Iberia S.L.
Dive into the specifics of Pollen Street Group here with our thorough dividend report. In light of our recent valuation report, it seems possible that Pollen Street Group is trading behind its estimated value.LSE:POLN Dividend History as at Jun 2025
Next Steps
Delve into our full catalog of 61 Top UK Dividend Stocks here. Are these companies part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools. Streamline your investment strategy with Simply Wall St's app for free and benefit from extensive research on stocks across all corners of the world.
Want To Explore Some Alternatives?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AIM:BVXP LSE:BNZL and LSE:POLN.
This article was originally published by Simply Wall St.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments |
| 20.06.25 13:34:27 |
Stocks to watch next week: Nike, BlackBerry, Micron, Babcock and Bunzl |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
While market focus is likely to remain on geopolitical tensions and economic data in the coming week, investors will also be keeping an eye on earnings releases from companies across a range of sectors.
Investors will be looking at Nike's (NKE) latest results for any commentary on how tariff uncertainty is impacting the sportswear giant.
In the tech space, BlackBerry (BB) is due to report, with the company having warned of uncertainty going into the current financial year.
Chipmaker Micron (MU) is also set to release its latest earnings off the back of recently announcing increased investment in its US operations.
On the London market, the focus will be on Babcock International's (BAB.L) full-year results, with the company's shares having rallied this year on expectations of more government spending on defence.
Another FTSE 100 (^FTSE) stock in the spotlight will be distribution company Bunzl, which is due to update on trading, following a challenging start to its financial year.
Here's more on what to look out for:
Nike (NKE) – Releases fourth quarter earnings on Thursday 26 June
Shares in Nike (NKE) are down 21% year-to-date, with the stock coming under pressure amid uncertainty over US president Donald Trump's tariffs.
The stock fell sharply following Trump's unveiling of sweeping duties on "Liberation Day" on 2 April, which included a 46% tariff rate on Vietnam, where approximately half of Nike's footwear was manufactured last year.
While Trump later announced a 90-day pause on many of these higher tariff rates, the US and Vietnam are still negotiating over a deal, with the delay on imposing "reciprocal" duties set to end on 9 July.
There are concerns that companies making products in countries impacted by higher tariffs will be forced to pass on cost increases to the consumer by raising prices.
Read more: Why the UK's AIM is struggling 30 years on
In May, Nike announced plans to raise prices on selected products from 1 June, but did not make reference to tariffs as the reason for increases. “We regularly evaluate our business and make pricing adjustments as part of our seasonal planning,” Nike said in a statement.
The uncertainty over tariffs comes as the company seeks to improve performance, as it faces increased competition from newer rivals On (ONON) and Deckers' (DECK) Hoka.
Nike's revenue in the third quarter fell 9% year-to-year to $11.27bn (£8.34bn), though this was ahead of estimates of $11.03bn. Net income declined 32% to $794m and diluted earnings per share of $0.54 were down 30%.
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Elliott Hill, who took over as Nike CEO in October, said that the progress the company had made against its "Win Now" turnaround plan in its first 90 days had reinforced his confidence that it was "on the right path".
"What's encouraging is Nike made an impact this quarter leading with sport — through athlete storytelling, performance products and big sport moments," he said.
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BlackBerry (BB) – Releases first quarter earnings on Tuesday 24 June
Shares in BlackBerry tumbled after the release of its full-year results in early April, in which the Ontario-based technology company forecast a decline in revenue in the coming year.
BlackBerry said it expected total revenue for the 2026 fiscal year to be between $504m and $534m. That would be slightly weaker than the $534.9m in total revenue the company reported for the 2025 fiscal year.
“We see an uncertain backdrop within automotive, given the recent tariff changes, and particularly automotive tariffs,” BlackBerry chief financial officer Tim Foote told analysts on a post-earnings conference call.
Read more: UK borrowing rises in May, making tax hikes ‘increasingly likely’
“We are currently uncertain of the impact this could have on our business," he said. "While we don’t see that tariffs will directly impact our products and services, we do expect some indirect effects on BlackBerry due to impacts on our customers, including supply chains."
The company was once a major player in the smartphone market but transitioned to making software for vehicles and devices, and selling cybersecurity solutions to governments and corporate clients.
For the first quarter, BlackBerry guided to revenue of $107m to $115m, which would be down on the $144m the company reported for the same period last year.
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Micron (MU) – Releases third quarter earnings on Wednesday 25 June
Chipmaker Micron recently announced plans with the Trump administration to boost its investment in the US to $200bn, amid a broader drive of encouraging companies to onshore operations in America.
Of this amount, $150bn is set to be invested in domestic memory manufacturing, while $50bn will go towards research and development, which Micron said would create an estimated 90,000 jobs.
In the announcement, US secretary of commerce Howard Lutnick said: "President Trump has made it clear that the time to build in America is now."
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"Micron’s planned investment will ensure the US advances its lead across critical industries like AI, automotive, and aerospace & defense."
Micron CEO Sanjay Mehrotra said that the plans underscored the company's commitment to "driving innovation and strengthening the domestic semiconductor industry".
In terms of company performance, Micron (MU) beat expectations in the second quarter, with revenue of $8.05bn besting estimates of $7.91bn. Adjusted earnings of $1.56 per share also came in ahead of forecasts of $1.43.
For the third quarter, Micron has guided to revenue of $8.8bn, plus or minus $200m, while diluted earnings per share are expected to come in at $1.57, plus or minus $0.10.
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Babcock International (BAB.L) – Releases full year results on Wednesday 25 June
Shares in FTSE 100 (^FTSE) company Babcock International (BAB.L) have surged 114% so far this year, buoyed by European politicians' pledges to spend more on defence.
The engineering company provides equipment and systems to the defence and energy industries, and is the second-biggest supplier to the UK's ministry of defence behind BAE Systems (BA.L), as well as holding contracts with NATO and countries worldwide.
"Given the UK’s and NATO’s plans to increase defence spending, and greater emphasis in many countries on nuclear power — where Babcock’s Cavendish operation is a leader in support, maintenance and decommissioning — shareholders are latching on to the shares, which trade at a 10-year high," said AJ Bell's (AJB.L) investment experts Russ Mould, Danni Hewson and Dan Coatsworth.
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A trading update in April set the scene as to what to expect in the final full-year results, with Babcock having guided to revenue of £4.83bn ($6.51bn), which would be up 11% on an organic constant currency basis.
The company expects to report an underlying operating profit of £363m, which would be up 17% year-on-year.
In addition, Babcock said it had a contracted backlog of £10.1bn as of 31 March, up from $9.5bn at the half-year point.
"Babcock rejoined the dividend list last year, with a distribution of 5p a share, and analysts are looking for 7.2p this time around," said AJ Bell's investment experts.
For the coming year, they said that analysts expect 5% sales growth to £5bn, £383m in underlying operating profit for a 7.7% margin and broadly flat free cash flow, with an increase in the dividend to 9.1p a share.
Bunzl (BNZL.L) – Releases trading statement on Tuesday 24 June
Shares in Bunzl (BNZL.L) plunged in April after the distribution and services giant cut its guidance for the year, citing challenges in its North America business.
In a first quarter trading statement, Bunzl reported 2.6% revenue growth for the period but said adjusted operating profit was down "significantly" year-on-year.
The company, which distributes products to companies ranging from paper towels to personal protective equipment (PPE), said it was reducing its 2025 guidance "reflect the operational challenges faced by our largest business in North America, and the implications on the remainder of the year from a more challenging start for the group."
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Bunzl said it now expects moderate revenue growth for the year, "driven by announced acquisitions and broadly flat underlying revenue". The company's group operating margin for the year is expected to be moderately below 8%, compared to 8.3% in 2024.
Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: "Bunzl’s reputation as a steady ship is under some serious pressure after a disappointing first quarter that was as much self-inflicted as due to a weakening market."
"North America, Bunzl’s largest and most profitable market, is facing headwinds due to missteps in pricing strategy and broader market pressures," he said. "Markets are expecting to hear more in next week’s trading statement about how Bunzl has resolved some of the pricing issues and the ongoing impact of tariffs."
"Bunzl has historically been able to benefit in times of rising prices, and investors are still cautiously optimistic that some more positive commentary is around the corner," added Britzman.
Other companies reporting next week include:
Monday 23 June
CML Microsystems (CML.L)
Naspers (NPN.JO)
Prosus (PRX.AS)
Tuesday 24 June
Accsys Technologies (AXS.AS)
Telecom Plus (TEP.L)
Intercede (IGP.L)
SThree (STEM.L)
FedEx (FDX)
Carnival (CCL.L)
Wednesday 25 June
ProCook (PROC.L)
Alimentation Couche-Tard (ATD.TO)
General Mills (GIS)
Thursday 26 June
Volex (VLX.L)
CakeBox (CBOX.L)
James Latham (LTHM.L)
Serco (SRP.L)
Inchcape (INCH.L)
Moonpig (MOON.L)
Friday 27 June
Various Eateries (VARE.L)
You can read Yahoo Finance's full calendar here.
Read more:
Looming petrol price increase could hit fragile consumer confidence Bank of England holds interest rates at 4.25% amid inflation fears Eurozone inflation falls below ECB target to 1.9%
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| 29.05.25 23:07:23 |
David Herro's Strategic Moves: BNP Paribas Reduced by 1.5% |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Insights from the First Quarter of 2025 N-PORT Filing
David Herro (Trades, Portfolio) recently submitted the N-PORT filing for the first quarter of 2025, providing insights into his investment moves during this period. David Herro (Trades, Portfolio) has been a manager of the Oakmark International Fund (OAKIX) since 1992, the Oakmark International Small Cap Fund (OAKEX) since 1995, and the Oakmark Global Select Fund (OAKWX) since 2006. He is also the Chief Investment Officer for International Equities at Harris Associates, which he joined in 1992. His career honors include being named Morningstar's International Stock Fund Manager of the Year in 2006 and International Stock Fund Manager of the Decade for 2000-09. Mr. Herro has an M.A. in Economics from the University of Wisconsin-Milwaukee (1985) and a B.S. in Business/Economics from the University of Wisconsin-Platteville (1983). His investment philosophy focuses on buying businesses trading at a significant discount to intrinsic value, investing in companies expected to grow shareholder value, and partnering with management teams that act as owners.
Warning! GuruFocus has detected 6 Warning Sign with XPAR:BNP.David Herro's Strategic Moves: BNP Paribas Reduced by 1.5%
Summary of New Buy
David Herro (Trades, Portfolio) added a total of 5 stocks, among them:
The most significant addition was Flutter Entertainment PLC (NYSE:FLUT), with 390,700 shares, accounting for 0.67% of the portfolio and a total value of $86,559,590 million. The second largest addition to the portfolio was Asahi Group Holdings Ltd (TSE:2502), consisting of 3,475,700 shares, representing approximately 0.35% of the portfolio, with a total value of ?44,407,520. The third largest addition was Lvmh Moet Hennessy Louis Vuitton SE (XPAR:MC), with 23,600 shares, accounting for 0.11% of the portfolio and a total value of 14,614,960.
Key Position Increases
David Herro (Trades, Portfolio) also increased stakes in a total of 11 stocks, among them:
The most notable increase was KB Financial Group Inc (XKRX:105560), with an additional 2,751,300 shares, bringing the total to 3,153,700 shares. This adjustment represents a significant 683.72% increase in share count, a 1.16% impact on the current portfolio, with a total value of ?170,942,240. The second largest increase was Ashtead Group PLC (LSE:AHT), with an additional 2,377,787 shares, bringing the total to 3,803,900. This adjustment represents a significant 166.73% increase in share count, with a total value of 205,664,490.
Summary of Sold Out
David Herro (Trades, Portfolio) completely exited 4 holdings in the first quarter of 2025, as detailed below:
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Liberty Global Ltd (NASDAQ:LBTYA): David Herro (Trades, Portfolio) sold all 5,227,791 shares, resulting in a -0.45% impact on the portfolio. Bunzl PLC (LSE:BNZL): David Herro (Trades, Portfolio) liquidated all 411,500 shares, causing a -0.11% impact on the portfolio.
Key Position Reduces
David Herro (Trades, Portfolio) also reduced positions in 53 stocks. The most significant changes include:
Reduced BNP Paribas (XPAR:BNP) by 3,657,884 shares, resulting in a -38.33% decrease in shares and a -1.5% impact on the portfolio. The stock traded at an average price of 69.43 during the quarter and has returned 11.85% over the past 3 months and 37.62% year-to-date. Reduced CNH Industrial NV (NYSE:CNH) by 14,278,300 shares, resulting in a -31.24% reduction in shares and a -1.08% impact on the portfolio. The stock traded at an average price of $12.54 during the quarter and has returned 0.05% over the past 3 months and 13.74% year-to-date.
Portfolio Overview
At the first quarter of 2025, David Herro (Trades, Portfolio)'s portfolio included 70 stocks. The top holdings included 3.83% in BNP Paribas (XPAR:BNP), 3.67% in Bayer AG (XTER:BAYN), 3.17% in Kering SA (XPAR:KER), 3.01% in CNH Industrial NV (NYSE:CNH), and 2.98% in Continental AG (XTER:CON).David Herro's Strategic Moves: BNP Paribas Reduced by 1.5%
The holdings are mainly concentrated in 9 of the 11 industries: Industrials, Financial Services, Consumer Cyclical, Healthcare, Consumer Defensive, Technology, Basic Materials, Communication Services, and Real Estate.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
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| 23.05.25 06:31:33 |
3 UK Dividend Stocks To Enhance Your Portfolio |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The United Kingdom's FTSE 100 index has recently experienced downward pressure, influenced by weak trade data from China and global economic uncertainties. In such a volatile market environment, dividend stocks can offer investors a measure of stability and income, making them an attractive option for those looking to enhance their portfolios with reliable returns amidst fluctuating indices.
Top 10 Dividend Stocks In The United Kingdom
Name Dividend Yield Dividend Rating WPP (LSE:WPP) 6.65% ★★★★★★ Man Group (LSE:EMG) 7.39% ★★★★★☆ Keller Group (LSE:KLR) 3.16% ★★★★★☆ 4imprint Group (LSE:FOUR) 5.06% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.67% ★★★★★☆ Treatt (LSE:TET) 3.19% ★★★★★☆ NWF Group (AIM:NWF) 5.06% ★★★★★☆ James Latham (AIM:LTHM) 7.14% ★★★★★☆ OSB Group (LSE:OSB) 6.98% ★★★★★☆ Grafton Group (LSE:GFTU) 3.69% ★★★★★☆
Click here to see the full list of 57 stocks from our Top UK Dividend Stocks screener.
We'll examine a selection from our screener results.
Bunzl
Simply Wall St Dividend Rating: ★★★★☆☆
Overview: Bunzl plc is a distribution and services company operating in North America, Continental Europe, the United Kingdom, Ireland, and internationally with a market cap of £7.87 billion.
Operations: Bunzl plc generates revenue of £11.78 billion from its Packaging & Containers segment.
Dividend Yield: 3.1%
Bunzl's dividend payments have shown volatility over the past decade, with a recent increase of 8.2% in total dividends for 2024, marking its 32nd consecutive year of growth. Despite a low dividend yield compared to top UK payers, the payouts are well-covered by earnings and cash flows. However, Bunzl's high debt level and volatile share price may raise concerns about sustainability. The company expects moderate revenue growth in 2025 driven by acquisitions.
Take a closer look at Bunzl's potential here in our dividend report. According our valuation report, there's an indication that Bunzl's share price might be on the cheaper side.LSE:BNZL Dividend History as at May 2025
Man Group
Simply Wall St Dividend Rating: ★★★★★☆
Overview: Man Group Limited is a publicly owned investment manager with a market cap of approximately £1.98 billion.
Operations: Man Group Limited generates revenue of $1.43 billion from its Investment Management Business segment.
Dividend Yield: 7.4%
Man Group's dividend yield is among the top 25% in the UK market, supported by a payout ratio of 67% and a cash payout ratio of 32.3%, indicating sustainability. Despite past volatility, dividends have grown over the last decade. Recent earnings growth of 27.4% enhances its appeal, though potential acquisitions like Bardin Hill could impact future payouts. The stock trades at a significant discount to estimated fair value, offering good relative value for investors focused on dividends.
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Delve into the full analysis dividend report here for a deeper understanding of Man Group. Insights from our recent valuation report point to the potential undervaluation of Man Group shares in the market.LSE:EMG Dividend History as at May 2025
4imprint Group
Simply Wall St Dividend Rating: ★★★★★☆
Overview: 4imprint Group plc operates as a direct marketer of promotional products across North America, the United Kingdom, and Ireland, with a market cap of approximately £980.09 million.
Operations: In its revenue segments, 4imprint Group plc generated $1.34 billion from North America and $25.20 million from the UK and Ireland.
Dividend Yield: 5.1%
4imprint Group's dividend yield of 5.06% is stable and backed by a payout ratio of 57.7% and a cash payout ratio of 58.9%, ensuring sustainability. Dividends have grown consistently over the past decade, though they are slightly below the top tier in the UK market. Recent earnings growth supports its dividend capacity, with net income rising to US$117.2 million in 2024 from US$106.2 million in 2023, despite forecasted earnings decline ahead.
Click here and access our complete dividend analysis report to understand the dynamics of 4imprint Group. Our valuation report unveils the possibility 4imprint Group's shares may be trading at a discount.LSE:FOUR Dividend History as at May 2025
Seize The Opportunity
Reveal the 57 hidden gems among our Top UK Dividend Stocks screener with a single click here. Already own these companies? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. Invest smarter with the free Simply Wall St app providing detailed insights into every stock market around the globe.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include LSE:BNZL LSE:EMG and LSE:FOUR.
This article was originally published by Simply Wall St.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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