Johnson Matthey PLC (GB00BZ4BQC70)
 

19,08 GBX

Stand (close): 22.08.25

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19.08.25 15:40:02 Sollten Value-Investoren jetzt JMPLY oder APD kaufen?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here’s a summary of the text in approximately 400 words, followed by a German translation: **Summary (English)** This article analyzes Johnson Matthey PLC (JMPLY) and Air Products and Chemicals (APD) from a value investor’s perspective. The core argument is that JMPLY presents a more compelling value proposition based on current financial metrics and a Zacks Investment Research strategy. The analysis utilizes a combined approach of Zacks Ranks (which prioritize earnings estimates and revisions) and Style Scores, focusing on identifying stocks with specific value characteristics. Currently, JMPLY has a “Buy” (Zacks Rank #2), while APD is a “Hold” (#3). Crucially, JMPLY’s earnings outlook appears to have improved more recently than APD's. Value investors traditionally rely on several key ratios to assess undervaluation. The article highlights the following: * **Price-to-Earnings (P/E) Ratio:** JMPLY’s P/E of 12.60 is considerably lower than APD’s 23.98, suggesting JMPLY is less expensive relative to its earnings. * **PEG Ratio:** The PEG ratio, which considers expected earnings growth, is also a key factor. JMPLY’s PEG of 3.10 is lower than APD’s 6.43, indicating JMPLY's growth potential is better aligned with its valuation. * **Price-to-Book (P/B) Ratio:** JMPLY’s P/B ratio of 1.43 is much lower than APD’s 3.61, further indicating that JMPLY’s market value is more closely aligned with its assets and liabilities. Based on these metrics – and a broader assessment of fundamental factors – JMPLY is assigned a "Value" grade of "A," while APD receives a “D” grade. The conclusion is that JMPLY offers a superior value opportunity for value investors at this time. **German Translation** **Zusammenfassung** Dieser Artikel analysiert Johnson Matthey PLC (JMPLY) und Air Products and Chemicals, Inc. (APD) aus der Perspektive eines Value-Investors. Der Kern der Argumentation ist, dass JMPLY eine überzeugendere Value-Möglichkeit bietet, basierend auf aktuellen Finanzkennzahlen und einer Strategie der Zacks Investment Research. Die Analyse nutzt einen kombinierten Ansatz aus Zacks Ranks (die Prioritäten bei Gewinnprognosen und Revisionen legen) und Style Scores, um Aktien mit spezifischen Value-Eigenschaften zu identifizieren. Derzeit hat JMPLY eine “Buy”-Bewertung (Zacks Rank #2), während APD eine “Hold”-Bewertung (#3) hat. Entscheidend ist, dass sich die Gewinnprognose für JMPLY neuerdings stärker verbessert hat als für APD. Value-Investoren verlassen sich traditionell auf mehrere Schlüsselkennzahlen, um eine Unterbewertung zu beurteilen. Der Artikel hebt die folgenden Punkte hervor: * **Kurs-Gewinn-Verhältnis (KGV):** Das KGV von JMPLY bei 12,60 ist deutlich niedriger als das von APD bei 23,98, was darauf hindeutet, dass JMPLY im Verhältnis zu seinen Gewinnen weniger teuer ist. * **PEG-Verhältnis:** Das PEG-Verhältnis, das die erwartete Gewinnwachstumsrate berücksichtigt, ist ebenfalls ein wichtiger Faktor. Das PEG-Verhältnis von JMPLY bei 3,10 ist niedriger als das von APD bei 6,43, was darauf hindeutet, dass das Wachstumspotenzial von JMPLY besser mit seiner Bewertung übereinstimmt. * **Kurs-Buchwert-Verhältnis (KBV):** Das KBV von JMPLY bei 1,43 ist viel niedriger als das von APD bei 3,61, was ebenfalls darauf hindeutet, dass der Marktpreis von JMPLY besser mit seinen Vermögenswerten und Schulden übereinstimmt. Auf der Grundlage dieser Kennzahlen und einer umfassenderen Bewertung der fundamentalen Faktoren wird JMPLY mit der Note "A" im Bereich "Value" bewertet, während APD die Note "D" erhält. Der Schluss ist, dass JMPLY für Value-Investoren zu diesem Zeitpunkt eine überlegene Value-Chance bietet. --- Do you need any modifications to this translation, or would you like me to focus on a particular aspect (e.g., making it more formal, simplifying the language)?
05.08.25 14:00:00 Johnson Matthey setzt Geschwindigkeit EHS Industrial Ergonomics, Reducing Recordable Workplace Injuries über Global Sit
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** VelocityEHS CHICAGO, Aug. 05, 2025 (GLOBE NEWSWIRE) -- VelocityEHS®, der weltweit führende Anbieter von EHS-Lösungen und Pionier bei der Anwendung praktischer KI auf die Sicherheit am Arbeitsplatz, gibt bekannt, dass Johnson Matthey (JM), ein weltweit führender Anbieter von nachhaltigen Technologien und chemischer Fertigung, zwischen 2018 und 2025 eine Reduzierung der rekordbaren Verletzungen erreicht hat. Der Erfolg umfasst 35 globale Büros und über 5.000 Mitarbeiter und ist das Ergebnis der langjährigen Partnerschaft von JM mit VelocityEHS. „Ich freue mich, dass die Schritte, die wir unternommen haben, zu einer signifikanten Verringerung der rekordbaren Verletzungen im Zusammenhang mit der schlechten Ergonomie geführt haben“, sagt Alex Wilson, Group Head of Health bei Johnson Matthey und Past President der British Occupational Hygiene Society (BOSH). Der ursprüngliche Ergonomieprozess des Unternehmens führte zu inkonsistenten Risikobewertungen, geringem Mitarbeiterengagement und zu Schwierigkeiten, globale Standorte zu vereinen. Durch den Übergang zur VelocityEHS Industrial Ergonomics haben sie ihren ergonomischen Ansatz modernisiert und das Wohlbefinden ihrer Mitarbeiter deutlich verbessert. Fahren Sie kontinuierlich Verbesserung über globale Websites Die verbesserte Fähigkeit von JM, Standortteams schnell einzusetzen und die Muskel-Skelett-Erkrankung (MSD) genau zu identifizieren und zu reduzieren, spielt jetzt eine zentrale Rolle bei vierteljährlichen Bewertungen und kontinuierlichen Verbesserungsinitiativen, die eine robuste, datengesteuerte Entscheidungsfindung im Maßstab ermöglichen. Wie sie es tun JM beschäftigt drei Schlüsselstrategien, um diese Ergebnisse zu erhalten und zu erweitern: Advanced 3D Motion Capture for Precise Risk Assessments Intuitive und actionable Dashboards Umfassende Expertenausbildung „Die Ergebnisse von Johnson Matthey sind ein leistungsfähiges Beispiel dafür, was möglich ist, wenn Organisationen intelligente Technologien mit einem starken Engagement für die Arbeitssicherheit kombinieren“, sagt Matt Airhart, CEO von VelocityEHS. „Ihre Fähigkeit, Engagement zu skalieren und Risikoreduktion auf globalen Standorten zu standardisieren, stellt ein starkes Beispiel dafür dar“, fügte Airhart hinzu. Um mehr darüber zu erfahren, wie sie messbare Verbesserungen erreicht haben, lesen Sie die komplette Fallstudie. Über VelocityEHS VelocityEHS ist weltweit führend in der echten SaaS Enterprise EHS & ESG-Technologie. The VelocityEHS Accelerator® Plattform ist der endgültige Goldstandard und bietet erstklassige Softwarelösungen für die Verwaltung von Sicherheits-, Ergonomie-, Chemikalienmanagement- und Betriebsrisiken. Darüber hinaus bietet Velocity hochkarätige Anwendungen für Auftragnehmersicherheit & Permit an Arbeit, Umweltverträglichkeit und ESG. Das VelocityEHS-Team umfasst ein beispielloses Branchen-Know-how, mit mehr zertifizierten Experten für Gesundheit, Sicherheit, Arbeitshygiene, Ergonomie, Nachhaltigkeit, Umwelt, KI und maschinelles Lernen als jeder andere EHS-Softwareanbieter. VelocityEHS ist anerkannt von den besten unabhängigen Analysten der EHS-Branche als Leader in der Verdantix 2025 Green Quadrant Analysis, engagiert sich für die branchenführende Führung und beschleunigt das Tempo der Innovation durch seine Softwarelösungen und Vision. Seine Datenschutz- und Sicherheitsprotokolle, darunter die SOC2 Type II Attestation, gehören zu den strengsten in der Branche. Geschichte geht weiter VelocityEHS ist mit Sitz in Chicago, Illinois, mit Standorten in Ann Arbor, Michigan; Tampa, Florida; Oakville, Ontario; London, England; Perth, Western Australia; und Cork, Irland. Weitere Informationen finden Sie unter www.EHS.com. Weitere Informationen finden Sie unter www.EHS.com. Medienkontakt Jennifer Sinkwitts Pressemitteilungen Kommentare anzeigen
01.08.25 14:32:54 Johnson Matthey Plc's (LON:JMAT) institutional investors lost 4.3% over the past week but have profited from longer-term gains
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Key Insights Significantly high institutional ownership implies Johnson Matthey's stock price is sensitive to their trading actions A total of 13 investors have a majority stake in the company with 50% ownership Insiders have been buying lately Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. A look at the shareholders of Johnson Matthey Plc (LON:JMAT) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 87% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Institutional investors endured the highest losses after the company's market cap fell by UK£132m last week. However, the 16% one-year return to shareholders might have softened the blow. We would assume however, that they would be on the lookout for weakness in the future. Let's take a closer look to see what the different types of shareholders can tell us about Johnson Matthey. View our latest analysis for Johnson Matthey LSE:JMAT Ownership Breakdown August 1st 2025 What Does The Institutional Ownership Tell Us About Johnson Matthey? 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. Johnson Matthey already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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 Johnson Matthey's earnings history below. Of course, the future is what really matters.LSE:JMAT Earnings and Revenue Growth August 1st 2025 Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Johnson Matthey is not owned by hedge funds. The company's largest shareholder is RWC Partners Limited, with ownership of 8.5%. Schroder Investment Management Limited is the second largest shareholder owning 6.6% of common stock, and The Vanguard Group, Inc. holds about 5.6% of the company stock. After doing some more digging, we found that the top 13 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company. Story Continues 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 plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. Insider Ownership Of Johnson Matthey 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. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. Our data suggests that insiders own under 1% of Johnson Matthey Plc in their own names. It's a big company, so even a small proportional interest can create alignment between the board and shareholders. In this case insiders own UK£3.7m worth of shares. It is good to see board members owning shares, but it might be worth checking if those insiders have been buying. General Public Ownership The general public-- including retail investors -- own 10% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. Next Steps: While it is well worth considering the different groups that own a company, there are other factors that are even more important. Take risks for example - Johnson Matthey has 4 warning signs (and 1 which is significant) we think you should know about. 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. View Comments
18.07.25 13:11:20 Johnson Matthey Plc's (LON:JMAT) Stock Is Going Strong: Is the Market Following Fundamentals?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Johnson Matthey's (LON:JMAT) stock is up by a considerable 56% over the past three months. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instance. Specifically, we decided to study Johnson Matthey's ROE in this article. Return on Equity or ROE is a test of how effectively a company is growing its value and managing investors’ money. In simpler terms, it measures the profitability of a company in relation to shareholder's equity. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. How Is ROE Calculated? ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Johnson Matthey is: 16% = UK£373m ÷ UK£2.3b (Based on the trailing twelve months to March 2025). The 'return' is the profit over the last twelve months. That means that for every £1 worth of shareholders' equity, the company generated £0.16 in profit. See our latest analysis for Johnson Matthey What Has ROE Got To Do With Earnings Growth? So far, we've learned that ROE is a measure of a company's profitability. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. A Side By Side comparison of Johnson Matthey's Earnings Growth And 16% ROE To begin with, Johnson Matthey seems to have a respectable ROE. Especially when compared to the industry average of 6.6% the company's ROE looks pretty impressive. This probably laid the ground for Johnson Matthey's moderate 18% net income growth seen over the past five years. Given that the industry shrunk its earnings at a rate of 1.0% over the last few years, the net income growth of the company is quite impressive.LSE:JMAT Past Earnings Growth July 18th 2025 Earnings growth is a huge factor in stock valuation. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. This then helps them determine if the stock is placed for a bright or bleak future. Is JMAT fairly valued? This infographic on the company's intrinsic value has everything you need to know. Is Johnson Matthey Using Its Retained Earnings Effectively? While Johnson Matthey has a three-year median payout ratio of 53% (which means it retains 47% of profits), the company has still seen a fair bit of earnings growth in the past, meaning that its high payout ratio hasn't hampered its ability to grow. Story Continues Besides, Johnson Matthey has been paying dividends for at least ten years or more. This shows that the company is committed to sharing profits with its shareholders. Our latest analyst data shows that the future payout ratio of the company over the next three years is expected to be approximately 62%. However, Johnson Matthey's future ROE is expected to decline to 11% despite there being not much change anticipated in the company's payout ratio. Summary On the whole, we feel that Johnson Matthey's performance has been quite good. In particular, its high ROE is quite noteworthy and also the probable explanation behind its considerable earnings growth. Yet, the company is retaining a small portion of its profits. Which means that the company has been able to grow its earnings in spite of it, so that's not too bad. Having said that, on studying current analyst estimates, we were concerned to see that while the company has grown its earnings in the past, analysts expect its earnings to shrink in the future. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. 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
17.07.25 04:30:44 Ultra-Rare Metal Rides AI Boom as Commodities Star Performer
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** (Bloomberg) -- Thanks to the boom in artificial intelligence, an ultra-rare element you’ve probably never heard of is one of this year’s best-performing raw materials. Most Read from Bloomberg The Dutch Intersection Is Coming to Save Your Life Advocates Fear US Agents Are Using ‘Wellness Checks’ on Children as a Prelude to Arrests LA Homelessness Drops for Second Year Manhattan, Chicago Murder Rates Drop in 2025, Officials Say Ruthenium, a silvery gray mineral, has eclipsed the headline-grabbing rallies in other commodities like gold and silver by nearly doubling in price over the past year to $800 an ounce, according to metals refiner Johnson Matthey Plc. That matches its peak in 2021 and isn’t far off the all-time high of $870 hit 18 years ago. The platinum group metal is prized for its exceptional hardness, and versatility across electronics, energy storage, and chemicals manufacturing. But it’s the AI revolution — particularly in hard disks — that’s driven recent gains, according to SFA (Oxford) Ltd., a critical minerals consultancy. “As AI rolls out, as data storage requirements increase, you need a technology which is still cheap, cost-effective and can store large quantities of data,” said analyst Sandeep Kaler. Technology that leans on other elements is still very expensive, which means demand for ruthenium will keep rising unless cheaper alternatives can be found, she said. Ruthenium is also very hard to come by. Annual supply of the mineral, which is mostly derived as a byproduct of platinum, was just 30 tons last year, and is expected to fall due to a lack of investment after many lean years for prices, said Kaler. The market is likely to tip into a deficit next year, where demand outstrips supply, she said. But the amounts used are minuscule. In hard disk drives, ruthenium allows for greater density of data and appears as a film less than a nanometer thick. Growth in cloud computing is set to raise hard disk sales by 16% this year, according to figures from International Data Corp. cited by Bloomberg Intelligence, which will in turn fuel ruthenium consumption. Most Read from Bloomberg Businessweek How Starbucks’ CEO Plans to Tame the Rush-Hour Free-for-All Forget DOGE. Musk Is Suddenly All In on AI How Hims Became the King of Knockoff Weight-Loss Drugs The Quest for a Hangover-Free Buzz Thailand’s Changing Cannabis Rules Leave Farmers in a Tough Spot ©2025 Bloomberg L.P. View Comments
17.04.25 06:31:36 UK Dividend Stocks Spotlight With 3 Prime Picks
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** As the UK's FTSE 100 index experiences fluctuations influenced by global economic challenges, notably from China's sluggish recovery efforts, investors are increasingly looking to dividend stocks for stability and income. In such an uncertain market environment, a good dividend stock typically offers consistent payouts and resilience against broader economic pressures, making them appealing options for those seeking reliable returns amidst volatility. Top 10 Dividend Stocks In The United Kingdom Name Dividend Yield Dividend Rating WPP (LSE:WPP) 7.23% ★★★★★★ Man Group (LSE:EMG) 8.16% ★★★★★☆ Treatt (LSE:TET) 3.83% ★★★★★☆ Keller Group (LSE:KLR) 3.48% ★★★★★☆ 4imprint Group (LSE:FOUR) 5.95% ★★★★★☆ Big Yellow Group (LSE:BYG) 4.71% ★★★★★☆ Grafton Group (LSE:GFTU) 4.08% ★★★★★☆ OSB Group (LSE:OSB) 7.78% ★★★★★☆ NWF Group (AIM:NWF) 4.75% ★★★★★☆ James Latham (AIM:LTHM) 7.63% ★★★★★☆ Click here to see the full list of 65 stocks from our Top UK Dividend Stocks screener. Let's dive into some prime choices out of the screener. Brooks Macdonald Group Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Brooks Macdonald Group plc offers investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the UK and Channel Islands, with a market cap of £231.69 million. Operations: Brooks Macdonald Group plc generates revenue through its subsidiaries by providing a diverse array of financial services, including investment and wealth management, to various clients such as private individuals, pension funds, professional intermediaries, and trustees across the UK and Channel Islands. Dividend Yield: 5.3% Brooks Macdonald Group's recent earnings report shows improved net income, but profit margins have decreased significantly. Despite a history of reliable and stable dividend growth over the past decade, the current high payout ratio of 187.5% suggests dividends are not well covered by earnings, though cash flows provide some support with a 50% cash payout ratio. The company has initiated a share buyback program to potentially enhance earnings per share further. Take a closer look at Brooks Macdonald Group's potential here in our dividend report. According our valuation report, there's an indication that Brooks Macdonald Group's share price might be on the cheaper side.LSE:BRK Dividend History as at Apr 2025 Foresight Group Holdings Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Foresight Group Holdings Limited is an infrastructure and private equity manager operating in the United Kingdom, Italy, Luxembourg, Ireland, Spain, and Australia with a market cap of £385.22 million. Story Continues Operations: Foresight Group Holdings Limited generates revenue through its segments: Infrastructure (£87.79 million), Private Equity (£50.78 million), and Foresight Capital Management (£8.10 million). Dividend Yield: 6.7% Foresight Group Holdings offers an attractive dividend yield of 6.74%, placing it among the top UK dividend payers. While dividends have been stable and growing, they have only been paid for four years. The payout ratios—86.6% from earnings and 68.1% from cash flows—indicate sustainability, though one-off items affect earnings quality. Trading at a significant discount to estimated fair value, Foresight's recent expansion in its buyback plan could further support shareholder returns. Delve into the full analysis dividend report here for a deeper understanding of Foresight Group Holdings. Upon reviewing our latest valuation report, Foresight Group Holdings' share price might be too pessimistic.LSE:FSG Dividend History as at Apr 2025 Johnson Matthey Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Johnson Matthey Plc operates in clean air, catalyst and hydrogen technology, and platinum group metals services across various international markets with a market cap of £2.01 billion. Operations: Johnson Matthey Plc's revenue is derived from its Clean Air segment (£4.47 billion), PGM Services (£8.36 billion), Value Businesses (£224 million), Catalyst Technologies (£689 million), and Hydrogen Technologies (£65 million). Dividend Yield: 6.4% Johnson Matthey's dividend yield of 6.42% ranks among the top UK payers, yet its sustainability is questionable due to inadequate free cash flow coverage. Recent board changes, including Richard Pike as CFO Designate, aim to enhance financial leadership and cost efficiency. An Investment Committee was also established to optimize capital allocation and shareholder returns. Despite trading below estimated fair value and past earnings growth, dividends have been volatile over the last decade. Click to explore a detailed breakdown of our findings in Johnson Matthey's dividend report. Our valuation report unveils the possibility Johnson Matthey's shares may be trading at a discount.LSE:JMAT Dividend History as at Apr 2025 Summing It All Up Click through to start exploring the rest of the 62 Top UK Dividend Stocks now. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. 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. Seeking Other Investments? 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 LSE:BRK LSE:FSG and LSE:JMAT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
17.03.25 07:13:41 Investors in Johnson Matthey (LON:JMAT) have unfortunately lost 15% over the last three years
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But the risk of stock picking is that you will likely buy under-performing companies. Unfortunately, that's been the case for longer term Johnson Matthey Plc (LON:JMAT) shareholders, since the share price is down 25% in the last three years, falling well short of the market return of around 18%. Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns. View our latest analysis for Johnson Matthey In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. 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. Although the share price is down over three years, Johnson Matthey actually managed to grow EPS by 61% per year in that time. Given the share price reaction, one might suspect that EPS is not a good guide to the business performance during the period (perhaps due to a one-off loss or gain). Or else the company was over-hyped in the past, and so its growth has disappointed. It's worth taking a look at other metrics, because the EPS growth doesn't seem to match with the falling share price. Given the healthiness of the dividend payments, we doubt that they've concerned the market. On the other hand, the uninspired reduction in revenue, at 11% each year, may have shareholders ditching the stock. This could have some investors worried about the longer term growth potential (or lack thereof). The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers).LSE:JMAT Earnings and Revenue Growth March 17th 2025 We consider it positive that insiders have made significant purchases in the last year. Even so, future earnings will be far more important to whether current shareholders make money. So it makes a lot of sense to check out what analysts think Johnson Matthey will earn in the future (free profit forecasts). 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. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. As it happens, Johnson Matthey's TSR for the last 3 years was -15%, 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 Johnson Matthey had a tough year, with a total loss of 13% (including dividends), against a market gain of about 13%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 1.7% over the last half decade. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. 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. Even so, be aware that Johnson Matthey is showing 3 warning signs in our investment analysis, and 1 of those is a bit unpleasant... If you like to buy stocks alongside management, then you might just love this freelist of companies. (Hint: most of them are flying under the radar). 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
06.02.25 06:19:25 Johnson Matthey Plc (LON:JMAT) is a favorite amongst institutional investors who own 86%
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Key Insights Given the large stake in the stock by institutions, Johnson Matthey's stock price might be vulnerable to their trading decisions A total of 12 investors have a majority stake in the company with 52% ownership Insiders have bought recently To get a sense of who is truly in control of Johnson Matthey Plc (LON:JMAT), it is important to understand the ownership structure of the business. The group holding the most number of shares in the company, around 86% to be precise, is institutions. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). 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. In the chart below, we zoom in on the different ownership groups of Johnson Matthey. View our latest analysis for Johnson Matthey LSE:JMAT Ownership Breakdown February 6th 2025 What Does The Institutional Ownership Tell Us About Johnson Matthey? 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. We can see that Johnson Matthey does have institutional investors; and they hold a good portion of the company's stock. 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. 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 Johnson Matthey's historic earnings and revenue below, but keep in mind there's always more to the story.LSE:JMAT Earnings and Revenue Growth February 6th 2025 Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Hedge funds don't have many shares in Johnson Matthey. BlackRock, Inc. is currently the company's largest shareholder with 10% of shares outstanding. For context, the second largest shareholder holds about 8.8% of the shares outstanding, followed by an ownership of 5.9% by the third-largest shareholder. After doing some more digging, we found that the top 12 have the combined ownership of 52% in the company, suggesting that no single shareholder has significant control over the company. Story Continues While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. Insider Ownership Of Johnson Matthey The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. 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 data suggests that insiders own under 1% of Johnson Matthey Plc in their own names. It is a pretty big company, so it would be possible for board members to own a meaningful interest in the company, without owning much of a proportional interest. In this case, they own around UK£2.5m worth of shares (at current prices). 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 The general public, who are usually individual investors, hold a 11% stake in Johnson Matthey. 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 Johnson Matthey better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted 3 warning signs for Johnson Matthey (of which 1 is a bit unpleasant!) you should know about. 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. View Comments
16.01.25 08:52:01 Are Johnson Matthey Plc's (LON:JMAT) Fundamentals Good Enough to Warrant Buying Given The Stock's Recent Weakness?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Johnson Matthey (LON:JMAT) has had a rough three months with its share price down 11%. However, stock prices are usually driven by a company’s financials over the long term, which in this case look pretty respectable. Particularly, we will be paying attention to Johnson Matthey's ROE today. Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In short, ROE shows the profit each dollar generates with respect to its shareholder investments. See our latest analysis for Johnson Matthey How Do You Calculate Return On Equity? ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Johnson Matthey is: 22% = UK£529m ÷ UK£2.4b (Based on the trailing twelve months to September 2024). The 'return' refers to a company's earnings over the last year. That means that for every £1 worth of shareholders' equity, the company generated £0.22 in profit. What Has ROE Got To Do With Earnings Growth? Thus far, we have learned that ROE measures how efficiently a company is generating its profits. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. Johnson Matthey's Earnings Growth And 22% ROE At first glance, Johnson Matthey seems to have a decent ROE. On comparing with the average industry ROE of 7.9% the company's ROE looks pretty remarkable. Yet, Johnson Matthey has posted measly growth of 3.7% over the past five years. This is interesting as the high returns should mean that the company has the ability to generate high growth but for some reason, it hasn't been able to do so. Such a scenario is likely to take place when a company pays out a huge portion of its earnings as dividends, or is faced with competitive pressures. Next, on comparing Johnson Matthey's net income growth with the industry, we found that the company's reported growth is similar to the industry average growth rate of 3.7% over the last few years.LSE:JMAT Past Earnings Growth January 16th 2025 Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Is Johnson Matthey fairly valued compared to other companies? These 3 valuation measures might help you decide. Story Continues Is Johnson Matthey Using Its Retained Earnings Effectively? Johnson Matthey has a three-year median payout ratio of 68% (implying that it keeps only 32% of its profits), meaning that it pays out most of its profits to shareholders as dividends, and as a result, the company has seen low earnings growth. In addition, Johnson Matthey has been paying dividends over a period of at least ten years suggesting that keeping up dividend payments is way more important to the management even if it comes at the cost of business growth. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 41% over the next three years. However, Johnson Matthey's future ROE is expected to decline to 12% despite the expected decline in its payout ratio. We infer that there could be other factors that could be steering the foreseen decline in the company's ROE. Summary In total, it does look like Johnson Matthey has some positive aspects to its business. Its earnings growth is decent, and the high ROE does contribute to that growth. However, investors could have benefitted even more from the high ROE, had the company been reinvesting more of its earnings. That being so, according to the latest industry analyst forecasts, the company's earnings are expected to shrink in the future. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company. 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
20.12.24 08:03:57 Top UK Dividend Stocks To Watch In December 2024
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** As the FTSE 100 index experiences fluctuations due to global economic pressures, particularly from China's sluggish recovery, investors are increasingly turning their attention to dividend stocks for potential stability and income. In such uncertain times, a strong dividend yield can be an attractive feature of a stock, offering regular income and potentially cushioning against market volatility. Top 10 Dividend Stocks In The United Kingdom Name Dividend Yield Dividend Rating Pets at Home Group (LSE:PETS) 6.14% ★★★★★★ Keller Group (LSE:KLR) 3.36% ★★★★★☆ 4imprint Group (LSE:FOUR) 3.47% ★★★★★☆ OSB Group (LSE:OSB) 8.27% ★★★★★☆ Man Group (LSE:EMG) 6.12% ★★★★★☆ Big Yellow Group (LSE:BYG) 4.79% ★★★★★☆ Dunelm Group (LSE:DNLM) 7.36% ★★★★★☆ Plus500 (LSE:PLUS) 5.95% ★★★★★☆ Grafton Group (LSE:GFTU) 3.82% ★★★★★☆ James Latham (AIM:LTHM) 6.69% ★★★★★☆ Click here to see the full list of 63 stocks from our Top UK Dividend Stocks screener. Let's dive into some prime choices out of the screener. James Latham Simply Wall St Dividend Rating: ★★★★★☆ Overview: James Latham plc, with a market cap of £235.54 million, imports and distributes timbers, panels, and decorative surfaces across the United Kingdom, Republic of Ireland, rest of Europe, and internationally. Operations: James Latham plc generates revenue of £362.22 million from its Timber Importing and Distribution segment. Dividend Yield: 6.7% James Latham's dividend yield is in the top 25% of UK payers, supported by a low payout ratio of 33.4%, indicating earnings coverage. However, a high cash payout ratio of 107% raises concerns about sustainability from free cash flows. Recent earnings show a decline with net income at £10.16 million for H1 2024, down from £12.37 million the previous year, potentially impacting future dividend reliability despite stable and growing payouts over the past decade. Unlock comprehensive insights into our analysis of James Latham stock in this dividend report. In light of our recent valuation report, it seems possible that James Latham is trading behind its estimated value.AIM:LTHM Dividend History as at Dec 2024 M.P. Evans Group Simply Wall St Dividend Rating: ★★★★☆☆ Overview: M.P. Evans Group PLC, with a market cap of £499.29 million, operates through its subsidiaries to own and develop oil palm plantations in Indonesia and Malaysia. Operations: M.P. Evans Group PLC generates its revenue primarily from its plantation operations in Indonesia, amounting to $336.59 million. Dividend Yield: 4.7% M.P. Evans Group's dividend payments have been volatile and unreliable over the past decade, despite recent growth. The dividends are well covered by both earnings and cash flows, with payout ratios of 48.9% and 33.3%, respectively, suggesting sustainability from these perspectives. However, significant insider selling in the last quarter raises caution about future prospects. Currently trading below estimated fair value by 70.1%, MPE offers good relative value compared to peers but yields lower than top UK payers at 4.66%. Story Continues Delve into the full analysis dividend report here for a deeper understanding of M.P. Evans Group. Our comprehensive valuation report raises the possibility that M.P. Evans Group is priced lower than what may be justified by its financials.AIM:MPE Dividend History as at Dec 2024 Johnson Matthey Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Johnson Matthey Plc operates in clean air, catalyst and hydrogen technology, and platinum group metals services across various international markets with a market cap of £2.23 billion. Operations: Johnson Matthey Plc's revenue segments include Clean Air (£4.47 billion), PGM Services (£8.36 billion), Value Businesses (£224 million), Catalyst Technologies (£689 million), and Hydrogen Technologies (£65 million). Dividend Yield: 5.8% Johnson Matthey's dividend payments have been inconsistent over the past decade, though they increased during this period. The current yield of 5.77% ranks among the top UK payers but isn't well-supported by free cash flows despite a low payout ratio of 26.6%. Recent earnings showed significant improvement, with net income rising to £484 million for H1 2024 from £63 million a year prior. However, forecasted earnings declines and executive changes may impact future stability. Take a closer look at Johnson Matthey's potential here in our dividend report. According our valuation report, there's an indication that Johnson Matthey's share price might be on the cheaper side.LSE:JMAT Dividend History as at Dec 2024 Taking Advantage Explore the 63 names from our Top UK Dividend Stocks screener here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Simply Wall St is a revolutionary app designed for long-term stock investors, it's free and covers every market in the world. Seeking Other Investments? 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:LTHM AIM:MPE and LSE:JMAT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments