| Land Securities Group PLC (GB00BYW0PQ60) | |||
6,01 GBXStand (close): 03.07.25 |
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| 17.03.25 05:22:09 | The past three years for Land Securities Group (LON:LAND) investors has not been profitable |  |
| Many investors define successful investing as beating the market average over the long term. But the risk of stock picking is that you will likely buy under-performing companies. Unfortunately, that's been the case for longer term Land Securities Group Plc (LON:LAND) shareholders, since the share price is down 27% in the last three years, falling well short of the market return of around 18%. It's worthwhile assessing if the company's economics have been moving in lockstep with these underwhelming shareholder returns, or if there is some disparity between the two. So let's do just that. See our latest analysis for Land Securities Group To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). Land Securities Group became profitable within the last five years. We would usually expect to see the share price rise as a result. So given the share price is down it's worth checking some other metrics too. Given the healthiness of the dividend payments, we doubt that they've concerned the market. We like that Land Securities Group has actually grown its revenue over the last three years. But it's not clear to us why the share price is down. It might be worth diving deeper into the fundamentals, lest an opportunity goes begging. The image below shows how earnings and revenue have tracked over time (if you click on the image you can see greater detail).LSE:LAND Earnings and Revenue Growth March 17th 2025 Land Securities Group is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. You can see what analysts are predicting for Land Securities Group in this interactivegraph of future profit estimates. What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. As it happens, Land Securities Group's TSR for the last 3 years was -12%, which exceeds the share price return mentioned earlier. The dividends paid by the company have thusly boosted the total shareholder return. Story Continues A Different Perspective Investors in Land Securities Group had a tough year, with a total loss of 3.9% (including dividends), against a market gain of about 13%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 5%, each year, over five years. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. It's always interesting to track share price performance over the longer term. But to understand Land Securities Group better, we need to consider many other factors. To that end, you should learn about the 3 warning signs we've spotted with Land Securities Group (including 2 which are a bit concerning) . Of course Land Securities Group may not be the best stock to buy. So you may wish to see this freecollection of growth stocks. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on British exchanges. 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. View Comments |
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| 23.12.24 05:00:00 | Beware the companies yielding too good to be true dividends | |
| Land Securities Questor is The Telegraph’s stockpicking column, helping you decode the markets and offering insights on where to invest. High-yielding stocks can prove to be a double-edged sword. While they offer the prospect of a very generous income return, in many cases, they have high yields for good reason. Their shares may have fallen heavily, thereby prompting an elevated yield, due to weak underlying financial performance, an uncertain outlook or because their dividends are not well covered by profits. Therefore, in Questor’s view, income investors should exercise a significant amount of caution when considering the purchase of a stock whose yield seems too good to be true. Of course, in some instances, high-yielding shares offer favourable long-term income investing outlooks. For example, real estate investment trust (Reit), Land Securities, has a dividend yield of 7.1pc and improving financial prospects after what has been a hugely difficult period. It has suffered greatly from the negative impact of higher interest rates on commercial property prices. Over the past two financial years, for instance, its net asset value per share has declined by 19pc as higher borrowing costs have weighed on demand across the sector. Furthermore, the evolution of working and shopping habits following the pandemic has exacerbated the overall feeling of uncertainty faced by the company. As a result, its share price has fallen by around 44pc since the start of the pandemic. It now trades on a price-to-book ratio of just 0.6, which suggests investors have priced in a sizable future decline in commercial property prices. But with the company reporting a return to modest growth in property values in its latest half-year results, its shares now appear to be severely undervalued. Moreover, the trust’s operating environment should improve over the medium term. Interest rate cuts, while now set to be slower paced than previously expected as a result of the Budget, are nevertheless likely to be implemented in the coming months. A looser monetary policy ought to have a positive impact on commercial property prices, while bolstering demand among prospective tenants that stand to benefit from an improving economic outlook. Separately, Land Securities is focusing on higher-quality assets that are more likely to enjoy stronger levels of rental growth and occupancy. Since 2020, the company has made £3.1bn of asset disposals, with its balance sheet being in a relatively strong position to both invest for future growth and overcome near-term economic challenges. Story Continues Its loan-to-value (LTV) ratio currently stands at a relatively modest 34.9pc, for instance, while the company’s latest half-year results showed that overhead costs were cut by 10pc. It expects to make further efficiencies over the next two years that could, when combined with an improved operating environment, have a positive impact on the company’s dividend prospects after shareholder payouts were increased by 2.2pc in the first half of the year. Of course, investor sentiment towards Land Securities remains downbeat. Its shares have fallen by 40pc since they were first tipped by Questor in June 2018, thereby lagging the FTSE 100 index by 45 percentage points. Even when dividends are factored in, the stock’s total return is a thoroughly disappointing 14pc loss. In the short term, it would be unsurprising if investors remain cautious regarding the company’s outlook. After all, interest rate cuts will take time to have their desired effect on the economy’s growth rate and the performance of the commercial property sector due to the presence of time lags. Given the company’s favourable long-term outlook, however, it now becomes the latest addition to our income portfolio. To make room for it, Regional Reit and Residential Secure Income will both be removed having generated capital losses of 82pc and 34pc, respectively, since being added to the portfolio in October 2016 and April 2020. We will also slightly trim our position in Sirius Real Estate to both raise funds for the notional purchase and as we continue to manage the weightings of individual holdings in the portfolio. As an aside, we remain upbeat about Sirius Real Estate’s income potential. Clearly, Land Securities has experienced significant challenges over recent years that could yet persist in the short run. But its high yield, wide margin of safety and sound strategy mean it offers an attractive risk/reward opportunity that makes it a worthwhile income holding for the long term. Questor says: buy Ticker: LAND Share price at close: 566p Read the latest Questor column on telegraph.co.uk every Sunday, Monday, Tuesday, Wednesday and Thursday from 8pm. Read Questor’s rules of investment before you follow our tips. View Comments |
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| 07.08.24 05:42:34 | Land Securities Group (LON:LAND) shareholders have earned a 0.8% CAGR over the last five years | |
| The main aim of stock picking is to find the market-beating stocks. But even the best stock picker will only win with some selections. So we wouldn't blame long term Land Securities Group Plc (LON:LAND) shareholders for doubting their decision to hold, with the stock down 18% over a half decade. Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business. View our latest analysis for Land Securities Group Given that Land Securities Group didn't make a profit in the last twelve months, we'll focus on revenue growth to form a quick view of its business development. When a company doesn't make profits, we'd generally hope to see good revenue growth. Some companies are willing to postpone profitability to grow revenue faster, but in that case one would hope for good top-line growth to make up for the lack of earnings. In the last half decade, Land Securities Group saw its revenue increase by 2.3% per year. That's not a very high growth rate considering it doesn't make profits. Given this fairly low revenue growth (and lack of profits), it's not particularly surprising to see the stock down 3% (annualized) in the same time frame. Investors should consider how bad the losses are, and whether the company can make it to profitability with ease. It could be worth putting it on your watchlist and revisiting when it makes its maiden profit. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). earnings-and-revenue-growth Land Securities Group is a well known stock, with plenty of analyst coverage, suggesting some visibility into future growth. If you are thinking of buying or selling Land Securities Group stock, you should check out this freereport showing analyst consensus estimates for future profits. What About Dividends? When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Land Securities Group, it has a TSR of 4.3% for the last 5 years. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! Story continues A Different Perspective Land Securities Group shareholders gained a total return of 3.4% during the year. Unfortunately this falls short of the market return. The silver lining is that the gain was actually better than the average annual return of 0.8% per year over five year. This suggests the company might be improving over time. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For example, we've discovered 2 warning signs for Land Securities Group (1 makes us a bit uncomfortable!) that you should be aware of before investing here. If you like to buy stocks alongside management, then you might just love this freelist of companies. (Hint: many of them are unnoticed AND have attractive valuation). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on British exchanges. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View comments |
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| 27.06.24 05:04:54 | Land Securities Group Plc (LON:LAND) is largely controlled by institutional shareholders who own 87% of the company |  |
| Key Insights Given the large stake in the stock by institutions, Land Securities Group's stock price might be vulnerable to their trading decisions A total of 16 investors have a majority stake in the company with 50% ownership Insiders have been buying lately If you want to know who really controls Land Securities Group Plc (LON:LAND), then you'll have to look at the makeup of its share registry. The group holding the most number of shares in the company, around 87% to be precise, is institutions. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Since institutional have access to huge amounts of capital, their market moves tend to receive a lot of scrutiny by retail or individual investors. Hence, having a considerable amount of institutional money invested in a company is often regarded as a desirable trait. Let's take a closer look to see what the different types of shareholders can tell us about Land Securities Group. View our latest analysis for Land Securities Group ownership-breakdown What Does The Institutional Ownership Tell Us About Land Securities Group? Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. As you can see, institutional investors have a fair amount of stake in Land Securities Group. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Land Securities Group's historic earnings and revenue below, but keep in mind there's always more to the story. earnings-and-revenue-growth Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in Land Securities Group. Looking at our data, we can see that the largest shareholder is BlackRock, Inc. with 10% of shares outstanding. In comparison, the second and third largest shareholders hold about 5.0% and 4.8% of the stock. Story continues A closer look at our ownership figures suggests that the top 16 shareholders have a combined ownership of 50% implying that no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future. Insider Ownership Of Land Securities Group While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. Our information suggests that Land Securities Group Plc insiders own under 1% of the company. Keep in mind that it's a big company, and the insiders own UK£3.4m worth of shares. The absolute value might be more important than the proportional share. Arguably, recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling. General Public Ownership With a 12% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Land Securities Group. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. Next Steps: It's always worth thinking about the different groups who own shares in a company. But to understand Land Securities Group better, we need to consider many other factors. To that end, you should learn about the 2 warning signs we've spotted with Land Securities Group (including 1 which is potentially serious) . But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. 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. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View comments |
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| 20.05.24 16:00:09 | All You Need to Know About Land Securities Group (LSGOF) Rating Upgrade to Buy | |
| Investors might want to bet on Land Securities Group PLC (LSGOF), as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements. Therefore, the Zacks rating upgrade for Land Securities Group basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price. Most Powerful Force Impacting Stock Prices The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock. For Land Securities Group, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher. Harnessing the Power of Earnings Estimate Revisions As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions. The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>>. Story continues Earnings Estimate Revisions for Land Securities Group For the fiscal year ending March 2025, this company is expected to earn $0.64 per share, which is unchanged compared with the year-ago reported number. Analysts have been steadily raising their estimates for Land Securities Group. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.4%. Bottom Line Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of 'buy' and 'sell' ratings for its entire universe of more than 4000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a 'Strong Buy' rating and the next 15% get a 'Buy' rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term. You can learn more about the Zacks Rank here >>> The upgrade of Land Securities Group to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term. 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 Land Securities Group PLC (LSGOF) : Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research View comments |
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| 21.01.24 08:49:44 | Land Securities Group (LON:LAND investor five-year losses grow to 5.2% as the stock sheds UK£301m this past week | |
| While it may not be enough for some shareholders, we think it is good to see the Land Securities Group Plc (LON:LAND) share price up 12% in a single quarter. But that doesn't change the fact that the returns over the last five years have been less than pleasing. You would have done a lot better buying an index fund, since the stock has dropped 25% in that half decade. If the past week is anything to go by, investor sentiment for Land Securities Group isn't positive, so let's see if there's a mismatch between fundamentals and the share price. Check out our latest analysis for Land Securities Group To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. Land Securities Group became profitable within the last five years. However, it made a loss in the last twelve months, suggesting profit may be an unreliable metric at this stage. Other metrics may better explain the share price move. The most recent dividend was actually lower than it was in the past, so that may have sent the share price lower. The revenue decline of around 0.2% would not have helped the stock price. So the the weak dividend and revenue data could well help explain the soft share price. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). LSE:LAND Earnings and Revenue Growth January 21st 2024 If you are thinking of buying or selling Land Securities Group stock, you should check out this FREE detailed report on its balance sheet. What About Dividends? It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of Land Securities Group, it has a TSR of -5.2% for the last 5 years. That exceeds its share price return that we previously mentioned. And there's no prize for guessing that the dividend payments largely explain the divergence! Story continues A Different Perspective While it's never nice to take a loss, Land Securities Group shareholders can take comfort that , including dividends,their trailing twelve month loss of 2.3% wasn't as bad as the market loss of around 3.4%. Given the total loss of 1.0% per year over five years, it seems returns have deteriorated in the last twelve months. While some investors do well specializing in buying companies that are struggling (but nonetheless undervalued), don't forget that Buffett said that 'turnarounds seldom turn'. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. For instance, we've identified 2 warning signs for Land Securities Group (1 makes us a bit uncomfortable) that you should be aware of. If you are like me, then you will not want to miss this freelist of growing companies that insiders are buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on British exchanges. 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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| 23.11.23 10:08:37 | Land Securities Group PLC's Dividend Analysis | |
| An In-Depth Look at Upcoming and Historical Dividend Performance Land Securities Group PLC (LSGOF) recently announced a dividend of $0.09 per share, payable on 2024-01-02, with the ex-dividend date set for 2023-11-24. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using the data from GuruFocus, let's look into Land Securities Group PLC's dividend performance and assess its sustainability. What Does Land Securities Group PLC Do? Warning! GuruFocus has detected 7 Warning Signs with LSGOF. High Yield Dividend Stocks in Gurus' Portfolio This Powerful Chart Made Peter Lynch 29% A Year For 13 Years How to calculate the intrinsic value of a stock? Land Securities Group PLC is a real estate investment trust engaged in buying, selling, developing, and managing commercial property in the United Kingdom. The company's real estate portfolio is made up of office, retail, and leisure spaces in the London and Greater London regions. Office locations in London's West End, offices in the City of London, and shopping centers comprise the majority of the value of Land Securities' total assets. The company derives nearly all of its revenue in the form of rental income from medium- to long-term leases with tenants. Land Securities' overall net rental income is fairly evenly split between revenue from its London office properties and its retail properties in Greater London. Land Securities Group PLC's Dividend Analysis A Glimpse at Land Securities Group PLC's Dividend History Land Securities Group PLC has maintained a consistent dividend payment record since 2008. Dividends are currently distributed on a quarterly basis. Below is a chart showing annual Dividends Per Share for tracking historical trends. Land Securities Group PLC's Dividend Analysis Breaking Down Land Securities Group PLC's Dividend Yield and Growth As of today, Land Securities Group PLC currently has a 12-month trailing dividend yield of 5.98% and a 12-month forward dividend yield of 6.05%. This suggests an expectation of increased dividend payments over the next 12 months. Story continues Over the past three years, Land Securities Group PLC's annual dividend growth rate was 4.30%. Extended to a five-year horizon, this rate decreased to -6.10% per year. And over the past decade, Land Securities Group PLC's annual dividends per share growth rate stands at -0.40%. Based on Land Securities Group PLC's dividend yield and five-year growth rate, the 5-year yield on cost of Land Securities Group PLC stock as of today is approximately 4.37%. Land Securities Group PLC's Dividend Analysis The Sustainability Question: Payout Ratio and Profitability To assess the sustainability of the dividend, one needs to evaluate the company's payout ratio. The dividend payout ratio provides insights into the portion of earnings the company distributes as dividends. A lower ratio suggests that the company retains a significant part of its earnings, thereby ensuring the availability of funds for future growth and unexpected downturns. As of 2023-09-30, Land Securities Group PLC's dividend payout ratio is 0.00. Land Securities Group PLC's profitability rank, offers an understanding of the company's earnings prowess relative to its peers. GuruFocus ranks Land Securities Group PLC's profitability 5 out of 10 as of 2023-09-30, suggesting fair profitability. The company has reported net profit in 5 years out of the past 10 years. Growth Metrics: The Future Outlook To ensure the sustainability of dividends, a company must have robust growth metrics. Land Securities Group PLC's growth rank of 5 out of 10 suggests that the company has a fair growth outlook. Revenue is the lifeblood of any company, and Land Securities Group PLC's revenue per share, combined with the 3-year revenue growth rate, indicates a strong revenue model. Land Securities Group PLC's revenue has increased by approximately 2.10% per year on average, a rate that outperforms approximately 56.4% of global competitors. The company's 3-year EPS growth rate showcases its capability to grow its earnings, a critical component for sustaining dividends in the long run. During the past three years, Land Securities Group PLC's earnings increased by approximately -1.70% per year on average, a rate that outperforms approximately 42.37% of global competitors. Lastly, the company's 5-year EBITDA growth rate of -3.30%, which outperforms approximately 36.59% of global competitors. Next Steps Considering Land Securities Group PLC's stable dividend payments, moderate dividend growth rate, low payout ratio, and fair profitability and growth metrics, the company's dividend appears sustainable. However, investors should also weigh these factors against their investment strategy and market conditions. With the potential for increased dividends and a solid foundation in the real estate sector, Land Securities Group PLC presents an interesting opportunity for dividend-focused investors. Will the company continue its path of steady dividends, and how will it navigate the dynamic real estate market? These are questions investors might ponder as they consider adding Land Securities Group PLC to their portfolios. GuruFocus Premium users can screen for high-dividend yield stocks using the High Dividend Yield Screener. 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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| 14.11.23 10:29:29 | Landsec predicts buying opportunities in commercial property | |
| UK landlord expects property investment to pick up following challenging period marked by soaring borrowing costs Continue reading |
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| 01.11.23 07:39:15 | Land Securities Group Plc (LON:LAND) is a favorite amongst institutional investors who own 86% | |
| Key Insights Significantly high institutional ownership implies Land Securities Group's stock price is sensitive to their trading actions A total of 15 investors have a majority stake in the company with 51% ownership Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock To get a sense of who is truly in control of Land Securities Group Plc (LON:LAND), it is important to understand the ownership structure of the business. We can see that institutions own the lion's share in the company with 86% ownership. Put another way, the group faces the maximum upside potential (or downside risk). Since institutional have access to huge amounts of capital, their market moves tend to receive a lot of scrutiny by retail or individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's take a closer look to see what the different types of shareholders can tell us about Land Securities Group. See our latest analysis for Land Securities Group ownership-breakdown What Does The Institutional Ownership Tell Us About Land Securities Group? Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. As you can see, institutional investors have a fair amount of stake in Land Securities Group. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Land Securities Group's earnings history below. Of course, the future is what really matters. earnings-and-revenue-growth Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. We note that hedge funds don't have a meaningful investment in Land Securities Group. BlackRock, Inc. is currently the largest shareholder, with 12% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 4.9% and 4.8%, of the shares outstanding, respectively. Story continues A closer look at our ownership figures suggests that the top 15 shareholders have a combined ownership of 51% implying that no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future. Insider Ownership Of Land Securities Group The definition of an insider can differ slightly between different countries, but members of the board of directors always count. 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. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. Our most recent data indicates that insiders own less than 1% of Land Securities Group Plc. However, it's possible that insiders might have an indirect interest through a more complex structure. Keep in mind that it's a big company, and the insiders own UK£2.8m worth of shares. The absolute value might be more important than the proportional share. 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 Land Securities Group. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. Next Steps: It's always worth thinking about the different groups who own shares in a company. But to understand Land Securities Group better, we need to consider many other factors. Case in point: We've spotted 2 warning signs for Land Securities Group you should be aware of, and 1 of them makes us a bit uncomfortable. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. 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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| 11.08.23 20:05:00 | Cohen & Steers Announces Changes to Realty Indexes | |
| NEW YORK, Aug. 11, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) announced today pending changes to its Global Realty Majors Portfolio Index (GRM) and International Realty Majors Portfolio Index (IRP), effective as of the close of business on August 18, 2023. Cohen & Steers Global Realty Majors Portfolio Index (GRM) Added component (symbol) Removed component (symbol) Land Securities Group Plc (LAND.LN) British Land Company Plc (BLND.LN) Sumitomo Realty & Development Co. (8830.JP) Hang Lung Properties Ltd. (101.HK) Cohen & Steers International Realty Majors Portfolio Index (IRP) Added component (symbol) Removed component (symbol) Land Securities Group Plc (LAND.LN) British Land Co. Plc (BLND.LN) Sumitomo Realty & Development Co. (8830.JP) Hang Lung Properties Ltd. (101.HK) These free-float adjusted, modified market capitalization-weighted total return indexes of selected real estate equity securities are quoted intraday on a real-time basis by the Chicago Mercantile Exchange. The Indexes' modified capitalization-weighted approach and qualitative screening process emphasize companies that Cohen & Steers believes are leading the securitization of real estate globally. The Indexes can be used as indexing benchmarks, stock selection universes, underlying indexes for derivative instruments or performance benchmarks. All index weightings are independently calculated by Standard & Poor's. Website: https://www.cohenandsteers.com/ About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore. Cision View original content:https://www.prnewswire.com/news-releases/cohen--steers-announces-changes-to-realty-indexes-301899003.html SOURCE Cohen & Steers, Inc. |
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