SEGXF Latest News | Stock Alarm Pro

SEGXFSEGXF

|||

Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Latest News

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.

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.

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

reuters.com

FTSE 100 edges higher on HSBC boost; Segro climbs after results

London's FTSE 100 rose for a second consecutive day on Tuesday, led by gains in warehousing group Segro and HSBC, as investors looked ahead to the domestic inflation report due later in the week.

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.

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.

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.

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%.

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.

proactiveinvestors.co.uk

Segro forms JV to build its first full fitted data centre in London

Warehouse developer Segro PLC (LSE:SGRO) shares rose 3.1% after it struck a deal to create its first fully fitted data centre. The FTSE 100-listed REIT said it expects to pre-lease the centre to a hyperscaler, ie Google's Cloud arm, Amazon's AWS, Microsoft, IBM or Oracle.

reuters.com

UK's Segro plans data centre strategy shift as AI booms

Segro , which has historically offered data centres equipped only with power connections, plans to develop full-fledged facilities to directly serve major cloud providers like Amazon, Microsoft , and Alphabet's Google in a bid to shore up rental income.

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.

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.

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.

seekingalpha.com

SEGRO: Silver Linings Amid The Latest Drawdown

SEGRO's cyclicality is working against it right now. But there are macro/micro silver linings on the horizon. With the stock back to a historically wide discount, SEGRO is worth a look.

proactiveinvestors.co.uk

SEGRO conceded Tritax Eurobox to Brookfield, but agrees purchase deal instead

SEGRO PLC (LSE:SGRO) confirmed this morning that it will not increase or enhance the terms of its current all-share offer for Tritax Eurobox PLC (LSE:EBOX), but has agreed a deal with rival suitor Brookfield Asset Management (TSX:BAM, NYSE:BAM) to buy some assets anyway. Under the terms of its existing all-share proposal, SEGRO would pay 0.0765 new shares for each existing Eurobox share, but following a fall in the SEGRO share price, the deal values Eurobox at 59.6p compared with the 69p in cash offered by Brookfield.

proactiveinvestors.co.uk

Brookfield to acquire Tritax EuroBox after besting Segro

FTSE 250-listed investment trust Tritax Eurobox PLC (LSE:EBOX) has agreed to be taken over by funds controlled by investment firm Brookfield through a 69p-per-share cash offer. The offer values Tritax EuroBox shares at approximately £557 million and represents a 28% premium over the company's 31 May valuation, when an offer period was triggered.

reuters.com

Tritax EuroBox agrees $1.44 bln deal with Brookfield, snubs Segro

Brookfield Asset Management has agreed to buy Tritax EuroBox for 1.1 billion pounds ($1.44 billion), including debt, kicking off a possible takeover battle for the European logistics real estate firm.

proactiveinvestors.co.uk

SEGRO and Tritax Euro tie-up looks good fit, say brokers

SEGRO PLC's (LSE:SGRO) proposed merger with Tritax Eurobox PLC (LSE:EBOX) looks like an attractive fit portfolio-wise, suggests Shore Capital, especially given the cost savings. FTSE100 member SEGRO also gets an increased scale in highly complementary European industrial & logistics assets plus low-cost acquired debt.

proactiveinvestors.co.uk

SEGRO and Tritax Eurobox to merge as property sector consolidation gathers pace

FTSE 100-listed warehouse property developer SEGRO PLC (LSE:SGRO) has agreed a takeover of Tritax Eurobox PLC (LSE:EBOX) in an all-share offer. The two boards announced a deal has been struck where shareholders in Tritax EuroBox will for each share they own get 0.0765 new SEGRO shares, plus will be entitled to receive a dividend of 1.25 euro cents per share (1.05p at the current exchange rate) for the quarter ending 30 September.

Loading news...

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance