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Segro signs new data centre pre-let at Slough and wins planning approval for west London facility
proactiveinvestors.co.uk

Segro signs new data centre pre-let at Slough and wins planning approval for west London facility

SEGRO PLC (LSE:SGRO), the FTSE 100 property company, has signed a pre-let agreement for a new powered shell data centre at its Slough Trading Estate and received planning approval for a fully fitted facility in west London. The Slough deal, agreed with an existing customer, will deliver 30,000 square metres of data centre space across three floors of data halls and a roof-level plant deck.

SEGRO: A Solid Compounder, Now With AI Data Center Optionality
seekingalpha.com

SEGRO: A Solid Compounder, Now With AI Data Center Optionality

SEGRO Plc's core warehouse portfolio remains resilient, with healthy rental growth, solid occupancy, and NAV beginning to recover after pressure from higher interest rates. Shares remain attractively priced, trading below NAV, with visible rent growth potential and a robust development pipeline, particularly in major European cities. SEGXF delivered solid 2025 results: 6% earnings and dividend growth, NAV per share trending higher, while offering an attractive 3.7% dividend yield.

JP Morgan raises Segro target price and backs shares to recover from recent sell-off
proactiveinvestors.co.uk

JP Morgan raises Segro target price and backs shares to recover from recent sell-off

JP Morgan has lifted its target price for SEGRO PLC (LSE:SGRO), the FTSE 100 warehouse and logistics property group, from 885p to 915p while reiterating an overweight recommendation, arguing the shares remain one of the best-placed names in European property despite recent market turbulence. The new target implies upside of around 15% from current levels, with the bank citing a more optimistic blue-sky scenario that could deliver 35%.

SEGRO reports record leasing and 6% earnings growth in 2025
proactiveinvestors.co.uk

SEGRO reports record leasing and 6% earnings growth in 2025

SEGRO PLC (LSE:SGRO), the FTSE 100-listed warehouse and industrial property group, has reported a record year of leasing activity and 6% growth in earnings and dividends. For 2025, the company secured £99 million of new contracted rent during the year, surpassing its previous record of £91 million in 2024, with demand picking up markedly in the second half as structural drivers, including e-commerce and data centre expansion, reasserted themselves.

Comparing BXP (NYSE:BXP) and SEGRO (OTCMKTS:SEGXF)
defenseworld.net

Comparing BXP (NYSE:BXP) and SEGRO (OTCMKTS:SEGXF)

SEGRO (OTCMKTS:SEGXF - Get Free Report) and BXP (NYSE: BXP - Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, dividends, profitability, earnings and risk. Analyst Ratings This is a breakdown of current recommendations and

Why I Am Picking Segro Over Prologis For The AI Boom
seekingalpha.com

Why I Am Picking Segro Over Prologis For The AI Boom

Segro Plc is a UK-based industrial REIT, with strong European presence, A- credit rating. PLD is an A-rated leading global industrial REIT. Both have data center growth opportunities. SEGXF boasts 8% EPS CAGR since 2016, 10% YoY net rental income growth, and 7.8% like-for-like rental growth. PLD has a 10% EPS CAGR, but lower recent growth. SEGXF's data center pipeline is 2.3GW, offering proportionally greater growth potential than Prologis. Landbank upside, and rent reversion estimates for SEGXF are also stronger.

Only 3 REITs For The Next 10 Years
seekingalpha.com

Only 3 REITs For The Next 10 Years

Quality and growth dictate long-term returns. Industrial, data centers, self-storage, and co-working are great property sectors for long-term-oriented investors. If I had to pick just 3 REITs for the next 10 years, it would be these.

SEGRO (OTCMKTS:SEGXF) versus Apple Hospitality REIT (NYSE:APLE) Financial Review
defenseworld.net

SEGRO (OTCMKTS:SEGXF) versus Apple Hospitality REIT (NYSE:APLE) Financial Review

Apple Hospitality REIT (NYSE: APLE - Get Free Report) and SEGRO (OTCMKTS:SEGXF - Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, profitability, risk, dividends, earnings and valuation. Institutional and Insider Ownership 89.7% of Apple Hospitality

Segro reports strong quarter for rents and pre-lets
proactiveinvestors.co.uk

Segro reports strong quarter for rents and pre-lets

Shares in Segro PLC (LSE:SGRO) led the FTSE 100 oin Tuesday morning after the industrial property developer reported an uptick of rent in the third quarter, supported by improving occupier sentiment and increased pre-letting activity. The real estate investment trust signed £22 million of new headline rent during the quarter, lifting the total for 2025 to date to £53 million.

SEGRO Plc (SEGXF) Q2 2025 Earnings Call Transcript
seekingalpha.com

SEGRO Plc (SEGXF) Q2 2025 Earnings Call Transcript

SEGRO Plc (OTCPK:SEGXF) Q2 2025 Earnings Conference Call July 31, 2025 3:30 AM ET Company Participants Andrew Pilsworth - Managing Director of National Logistics Business Unit David John Rivers Sleath - CEO & Executive Director James Craddock - Managing Director of UK Marco Simonetti - Managing Director of Continental Europe Soumen Das - CFO & Executive Director Conference Call Participants Callum Marley - Kolytics Ltd Frederic Renard - Kepler Cheuvreux, Research Division Jonathan Sacha Kownator - Goldman Sachs Group, Inc., Research Division Marios Antonios Pastou - Sanford C. Bernstein & Co., LLC.

SEGRO: Line-Of-Sight To Significant Future Growth
seekingalpha.com

SEGRO: Line-Of-Sight To Significant Future Growth

SEGRO is a top-tier European REIT now trading at a significant discount to NAV, despite robust fundamentals and strong structural tailwinds. The company boasts stable occupancy, embedded rent growth potential, and a promising data center JV, supporting a long growth runway for future earnings and dividends. SEGRO's conservative balance sheet, low leverage, and attractive land bank provide resilience and flexibility to capitalize on growth opportunities.

SEGRO sees limited impact from Trump tariffs as growth momentum holds
proactiveinvestors.co.uk

SEGRO sees limited impact from Trump tariffs as growth momentum holds

SEGRO PLC (LSE:SGRO) said on Wednesday it expects to be largely shielded from the impact of President Donald Trump's new global tariffs, thanks to the domestic focus of its warehouse and data centre portfolio. The FTSE 100 landlord reported a strong start to the year, with £13 million in new headline rent signed during the first quarter, and high tenant retention at 92%.

Segro: Leaning Towards Data Centers For Growth
seekingalpha.com

Segro: Leaning Towards Data Centers For Growth

Segro's investment in converting a London warehouse into a 56 MW data center will be 10x the rental, leveraging existing assets for higher returns. The joint venture with Pure Data Centers minimizes construction costs and power supply constraints, enhancing Segro's asset yield and diversification. Segro's conservative leverage, strong tenant base, and continued EPS growth position it well despite market challenges, making it a solid investment.

Segro: Booming data centre demand underpins growth for warehouse giant
proactiveinvestors.co.uk

Segro: Booming data centre demand underpins growth for warehouse giant

SEGRO PLC (LSE:SGRO) said it expects continued strong growth in earnings and dividends, with major upside from its booming data centre pipeline. The FTSE 100 warehousing giant saw a 14.9% rise in adjusted profit before tax to £470 million in 2024, driven by soaring demand for logistics space and data centres.

Segro: Beating The Odds In A Struggling European Market
seekingalpha.com

Segro: Beating The Odds In A Struggling European Market

European equities have underperformed US equities, but Segro stands out with potential for future outperformance due to its low valuation and strong fundamentals. Segro is the UK's largest real estate company, focusing on industrial properties and expanding into data centers, with a diverse and high-quality tenant base. Despite recent challenges, Segro has shown solid growth, maintains a strong balance sheet, and offers an attractive 4% dividend yield, making it a compelling investment.

The More It Drops, The More I Buy
seekingalpha.com

The More It Drops, The More I Buy

The stock market just suffered a dip, and I am buying it. The long-term outlook has not changed and therefore, the more it drops, the more I will buy. I discuss why and highlight 3 quick picks I'm buying.