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Segro plc (REIT) ( (GB:SGRO) ) has provided an update.
SEGRO reported a strong 2025, delivering record new contracted rent of £99 million, 6.0 per cent like-for-like net rental income growth and 6.1 per cent increases in adjusted earnings and dividends per share, supported by robust leasing, high occupancy of 94.9 per cent and an 8.2 per cent yield on largely pre-let development completions. The group highlighted substantial embedded growth potential from rent reversion, letting vacant space and a significant data centre pipeline, underpinned by disciplined capital allocation, moderate leverage and rising occupier demand that it expects will drive further rental growth and compounding earnings and dividend expansion.
SEGRO plans to exploit £152 million of additional rent in its standing portfolio and up to £355 million of new rent from its industrial, logistics and powered shell data centre developments, with targeted development yields of 7–8 per cent. Management is increasing development capex in 2026, supported by a strengthened balance sheet and one of Europe’s largest powered land banks for data centres, aiming to consolidate its position in prime European industrial and digital infrastructure markets as structural demand trends intensify.
The most recent analyst rating on (GB:SGRO) stock is a Buy with a £857.00 price target. To see the full list of analyst forecasts on Segro plc (REIT) stock, see the GB:SGRO Stock Forecast page.
Spark’s Take on GB:SGRO Stock
According to Spark, TipRanks’ AI Analyst, GB:SGRO is a Outperform.
Segro plc’s overall stock score of 75 reflects a stable financial position, positive technical indicators, and attractive valuation. The company’s strong earnings call and recent corporate events further bolster its outlook. While there are some risks due to macroeconomic uncertainties, the company’s strategic initiatives and robust financial metrics position it well for future growth.
To see Spark’s full report on GB:SGRO stock, click here.
More about Segro plc (REIT)
SEGRO plc is a UK-listed real estate investment trust focused on modern, sustainable industrial, logistics and data centre properties across Europe, with a portfolio concentrated in supply-constrained urban locations and key logistics hubs. The company targets occupiers seeking prime, energy-efficient space to support e-commerce, supply-chain resilience and growing data infrastructure needs.
Average Trading Volume: 2,645,316
Technical Sentiment Signal: Buy
Current Market Cap: £10.73B
For an in-depth examination of SGRO stock, go to TipRanks’ Overview page.