Latest news with #DunelmGroup
Yahoo
3 days ago
- Business
- Yahoo
Dunelm Group (LON:DNLM) shareholders have earned a 22% CAGR over the last three years
One simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with prowess, you can make superior returns. For example, the Dunelm Group plc (LON:DNLM) share price is up 46% in the last three years, clearly besting the market return of around 12% (not including dividends). On the other hand, the returns haven't been quite so good recently, with shareholders up just 21%, including dividends. With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. 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 imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. Dunelm Group was able to grow its EPS at 0.3% per year over three years, sending the share price higher. In comparison, the 14% per year gain in the share price outpaces the EPS growth. This suggests that, as the business progressed over the last few years, it gained the confidence of market participants. It's not unusual to see the market 're-rate' a stock, after a few years of growth. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Before buying or selling a stock, we always recommend a close examination of historic growth trends, available here.. 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. As it happens, Dunelm Group's TSR for the last 3 years was 84%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! It's nice to see that Dunelm Group shareholders have received a total shareholder return of 21% over the last year. That's including the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 6% per year), it would seem that the stock's performance has improved in recent times. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with Dunelm Group , and understanding them should be part of your investment process. There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of undervalued small cap 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) 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
09-06-2025
- Business
- Business Insider
Dunelm Group (DNLM) Receives a Hold from RBC Capital
In a report released today, Manjari Dhar from RBC Capital maintained a Hold rating on Dunelm Group (DNLM – Research Report), with a price target of p1,175.00. The company's shares closed last Friday at p1,193.00. Confident Investing Starts Here: Dhar covers the Consumer Cyclical sector, focusing on stocks such as Hugo Boss, Dufry AG, and Dunelm Group. According to TipRanks, Dhar has an average return of 0.1% and a 52.48% success rate on recommended stocks. The word on The Street in general, suggests a Strong Buy analyst consensus rating for Dunelm Group with a p1,256.00 average price target. The company has a one-year high of p1,279.00 and a one-year low of p836.61. Currently, Dunelm Group has an average volume of 384.9K. Based on the recent corporate insider activity of 10 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of DNLM in relation to earlier this year.
Yahoo
27-05-2025
- Business
- Yahoo
Top UK Dividend Stocks For May 2025
As the FTSE 100 index experiences turbulence due to weak trade data from China, investors in the UK are navigating a challenging market environment. In such times, dividend stocks can offer a measure of stability and income potential, making them an attractive option for those looking to weather market volatility while still seeking returns. Name Dividend Yield Dividend Rating WPP (LSE:WPP) 6.66% ★★★★★★ Man Group (LSE:EMG) 7.45% ★★★★★☆ 4imprint Group (LSE:FOUR) 5.17% ★★★★★☆ Keller Group (LSE:KLR) 3.16% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.67% ★★★★★☆ Treatt (LSE:TET) 3.00% ★★★★★☆ NWF Group (AIM:NWF) 4.97% ★★★★★☆ James Latham (AIM:LTHM) 7.31% ★★★★★☆ OSB Group (LSE:OSB) 6.97% ★★★★★☆ Grafton Group (LSE:GFTU) 3.71% ★★★★★☆ Click here to see the full list of 59 stocks from our Top UK Dividend Stocks screener. Here we highlight a subset of our preferred stocks from the screener. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Next 15 Group plc, along with its subsidiaries, offers communications services across the United Kingdom, Europe, Africa, the United States, and the Asia Pacific with a market cap of £269.97 million. Operations: Next 15 Group plc generates its revenue through four main segments: Customer Engage (£340.56 million), Customer Insight (£73.87 million), Customer Delivery (£171.19 million), and Business Transformation (£144.19 million). Dividend Yield: 5.7% Next 15 Group's dividend payments are well-covered by earnings and cash flows, with a payout ratio of 39% and a cash payout ratio of 22.7%. However, its dividend track record is unstable due to volatility over the past decade. Despite this, the company trades at good value compared to its peers and industry. Recent earnings showed slight revenue growth but declining net income, with new board appointments potentially influencing future strategies. Dive into the specifics of Next 15 Group here with our thorough dividend report. In light of our recent valuation report, it seems possible that Next 15 Group is trading behind its estimated value. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Vertu Motors plc is an automotive retailer based in the United Kingdom with a market cap of £201.07 million. Operations: Vertu Motors plc generates revenue of £4.76 billion from its operations as a gasoline and auto dealer in the United Kingdom. Dividend Yield: 3.2% Vertu Motors' dividend payments are well-covered by earnings (payout ratio: 37.4%) and cash flows (cash payout ratio: 16.4%), yet they have been volatile over the past decade, with a recent decrease to 2.05 pence per share for FY25 from FY24's 2.35 pence. The company trades below fair value and is seeking acquisitions despite sector uncertainties, aiming for profitability improvements through cost control and strategic capital allocation amidst declining net income of £18.1 million from £25.71 million last year. Get an in-depth perspective on Vertu Motors' performance by reading our dividend report here. Our valuation report here indicates Vertu Motors may be undervalued. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: City of London Investment Group PLC is a publicly owned investment manager with a market cap of £181.85 million. Operations: City of London Investment Group PLC generates revenue primarily from its asset management segment, amounting to $72.64 million. Dividend Yield: 8.3% City of London Investment Group offers an attractive dividend yield at 8.29%, ranking in the top 25% of UK dividend payers, but its sustainability is questionable given a high payout ratio (111.6%) not covered by earnings, though cash flows do cover dividends (cash payout ratio: 87.1%). Dividends have grown over the past decade but remain volatile and unreliable. Recent board addition of Ben Stocks may enhance governance with his extensive leadership experience. Take a closer look at City of London Investment Group's potential here in our dividend report. In light of our recent valuation report, it seems possible that City of London Investment Group is trading beyond its estimated value. Embark on your investment journey to our 59 Top UK Dividend Stocks selection here. Have a stake in these businesses? Integrate your holdings into Simply Wall St's portfolio for notifications and detailed stock reports. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. 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:NFG AIM:VTU and LSE:CLIG. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
26-05-2025
- Business
- Yahoo
Top UK Dividend Stocks To Watch In May 2025
Amidst the recent downturn in the FTSE 100, influenced by weak trade data from China and its ongoing economic challenges, investors are keeping a close eye on dividend stocks as a potential source of steady income. In such uncertain times, selecting dividend stocks with strong fundamentals and resilient business models can offer stability and regular returns, making them an attractive option for those looking to navigate the current market volatility. Name Dividend Yield Dividend Rating WPP (LSE:WPP) 6.66% ★★★★★★ Man Group (LSE:EMG) 7.47% ★★★★★☆ 4imprint Group (LSE:FOUR) 5.18% ★★★★★☆ Keller Group (LSE:KLR) 3.16% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.67% ★★★★★☆ Treatt (LSE:TET) 3.00% ★★★★★☆ NWF Group (AIM:NWF) 4.97% ★★★★★☆ James Latham (AIM:LTHM) 7.31% ★★★★★☆ OSB Group (LSE:OSB) 6.97% ★★★★★☆ Grafton Group (LSE:GFTU) 3.71% ★★★★★☆ Click here to see the full list of 59 stocks from our Top UK Dividend Stocks screener. Let's uncover some gems from our specialized screener. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Irish Continental Group plc is a maritime transport company serving Ireland, the United Kingdom, and Continental Europe, with a market cap of £709.03 million. Operations: Irish Continental Group's revenue is primarily derived from its Ferries segment, which generated €433.50 million, and its Container and Terminal segment, which contributed €203.50 million. Dividend Yield: 3% Irish Continental Group's dividend payments have been volatile over the past decade, yet they have shown growth. The company is trading at 46.8% below its estimated fair value, suggesting potential undervaluation. With a payout ratio of 42.8%, dividends are well covered by earnings and cash flows (25%). Despite a lower yield compared to top UK dividend payers, recent proposals include a final dividend of €17.2 million for 2024, highlighting ongoing commitment to shareholder returns. Click here and access our complete dividend analysis report to understand the dynamics of Irish Continental Group. Our expertly prepared valuation report Irish Continental Group implies its share price may be too high. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Kainos Group plc provides digital technology services across the United Kingdom, Ireland, North America, Central Europe, and internationally with a market capitalization of approximately £885.32 million. Operations: Kainos Group plc generates revenue from three main segments: Digital Services (£199.17 million), Workday Products (£68.08 million), and Workday Services (£102.51 million). Dividend Yield: 3.9% Kainos Group's dividend payments have been volatile and unreliable over the past decade, with a current payout ratio of 81.2% covered by earnings and a cash payout ratio of 61.5%. The company trades at 22.4% below its estimated fair value, indicating potential undervaluation. Despite a lower yield compared to top UK dividend payers, the board has proposed a final dividend of £23.6 million for 2025, reflecting ongoing shareholder return efforts amidst recent share buyback activities totaling £30 million. Delve into the full analysis dividend report here for a deeper understanding of Kainos Group. In light of our recent valuation report, it seems possible that Kainos Group is trading behind its estimated value. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Pollen Street Group, founded in 2015 and headquartered in London, operates as a financial services company with a market cap of approximately £471.65 million. Operations: Pollen Street Group generates revenue through its Asset Manager segment, contributing £66.80 million, and its Investment Company segment, which accounts for £60.38 million. Dividend Yield: 7.0% Pollen Street Group's dividend is well-covered with a payout ratio of 68.1% and a cash payout ratio of 38.9%, suggesting sustainability despite its volatile nine-year track record. The recent interim dividend was set at 27.1 pence per share, with guidance for no less than 55 pence in 2025, indicating commitment to shareholder returns. Trading at a P/E ratio of 9.5x, below the UK market average, it presents good value relative to peers amidst ongoing M&A discussions with KKR & Co. Click to explore a detailed breakdown of our findings in Pollen Street Group's dividend report. The analysis detailed in our Pollen Street Group valuation report hints at an deflated share price compared to its estimated value. Click through to start exploring the rest of the 56 Top UK Dividend Stocks now. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. 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:ICGC LSE:KNOS and LSE:POLN. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
UK Dividend Stocks To Consider For Your Portfolio
The UK market has recently faced challenges, with the FTSE 100 index declining due to weak trade data from China, highlighting concerns about global economic recovery. As investors navigate these uncertain times, dividend stocks can offer a measure of stability and income potential within a portfolio. Name Dividend Yield Dividend Rating WPP (LSE:WPP) 6.58% ★★★★★★ Man Group (LSE:EMG) 7.36% ★★★★★☆ 4imprint Group (LSE:FOUR) 4.96% ★★★★★☆ Keller Group (LSE:KLR) 3.13% ★★★★★☆ Dunelm Group (LSE:DNLM) 6.68% ★★★★★☆ Treatt (LSE:TET) 3.13% ★★★★★☆ NWF Group (AIM:NWF) 5.09% ★★★★★☆ James Latham (AIM:LTHM) 7.14% ★★★★★☆ OSB Group (LSE:OSB) 7.02% ★★★★★☆ Grafton Group (LSE:GFTU) 3.65% ★★★★★☆ Click here to see the full list of 59 stocks from our Top UK Dividend Stocks screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Dividend Rating: ★★★★★☆ Overview: Dunelm Group plc operates as a retailer of homewares in the United Kingdom with a market cap of £2.37 billion. Operations: Dunelm Group plc generates revenue of £1.73 billion from its homewares retail operations in the United Kingdom. Dividend Yield: 6.7% Dunelm Group offers an attractive dividend yield of 6.68%, placing it among the top 25% of UK dividend payers, with dividends covered by both earnings and cash flows. However, its dividend history is marked by volatility and unreliability over the past decade. Recent executive changes include Katharine Poulter joining as a Non-Executive Director, potentially strengthening governance. The company reported total sales of £1.36 billion for the year to date, aligning with earnings guidance expectations for 2025. Click here to discover the nuances of Dunelm Group with our detailed analytical dividend report. In light of our recent valuation report, it seems possible that Dunelm Group is trading beyond its estimated value. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Games Workshop Group PLC designs, manufactures, distributes, and sells fantasy miniature figures and games globally, with a market cap of £5.30 billion. Operations: Games Workshop Group PLC generates revenue primarily from its Core segment, contributing £528.50 million, and its Licensing segment, adding £49 million. Dividend Yield: 3.4% Games Workshop Group has a dividend yield of 3.36%, which is below the top tier of UK dividend payers. While dividends have grown steadily over the past decade, current payments are not well covered by cash flows, with a high cash payout ratio of 111.6%. Despite this, earnings growth has been strong at 25% over the past year, and dividends remain stable and reliable. Recent affirmations include a £1 per share dividend declared in March 2025. Unlock comprehensive insights into our analysis of Games Workshop Group stock in this dividend report. The analysis detailed in our Games Workshop Group valuation report hints at an inflated share price compared to its estimated value. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Wilmington plc, with a market cap of £321.11 million, offers data, information, training, and education solutions to professional markets across the United Kingdom, the United States, Europe, and internationally. Operations: Wilmington plc's revenue is primarily derived from its Finance segment (£69.85 million), followed by contributions from the Legal (£15.64 million) and Health, Safety and Environment (HSE) segments (£10.39 million). Dividend Yield: 3.1% Wilmington's dividend yield of 3.14% falls short of the top UK payers, with payments historically volatile and unreliable. However, dividends are covered by earnings (72.5% payout ratio) and cash flows (56.9%), indicating sustainability despite past instability. Trading below estimated fair value, recent buyback initiatives could enhance shareholder value. Leadership changes may impact future strategy as Gordon Hurst steps in as Chair on June 23, 2025, bringing extensive financial expertise to the boardroom. Get an in-depth perspective on Wilmington's performance by reading our dividend report here. The analysis detailed in our Wilmington valuation report hints at an deflated share price compared to its estimated value. Click through to start exploring the rest of the 56 Top UK Dividend Stocks now. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Enhance your investing ability with the Simply Wall St app and enjoy free access to essential market intelligence spanning every continent. 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:DNLM LSE:GAW and LSE:WIL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
