AEW UK REIT PLC (GB:AEWU)
LSE:AEWU
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AEW UK REIT
(LSE:AEWU)
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Rating:71Outperform
Price Target:
118.00 p
▲(10.28% Upside)
Action:UpgradedDate:12/30/25
The score is driven primarily by improved financial strength (notably the move to zero reported debt) and a strong latest-year earnings rebound, supported by an attractive income valuation (high dividend yield with a reasonable P/E). These positives are tempered by weaker 2025 cash flow versus profits and historically choppy results, while technical signals are neutral rather than strongly bullish.
Positive Factors
Cash Flow Strength
Strong cash flow growth indicates effective cash management, supporting sustainable operations and potential for reinvestment.
Negative Factors
Historical Income Fluctuations
Past revenue volatility can signal potential instability, affecting long-term investor confidence and planning.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Flow Strength
Strong cash flow growth indicates effective cash management, supporting sustainable operations and potential for reinvestment.
Read all positive factors
AEW UK REIT (AEWU) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£157.72M
Dividend Yield7.43%
Average Volume (3M)356.47K
Price to Earnings (P/E)9.2
Beta (1Y)0.59
Revenue Growth-10.95%
EPS Growth-30.09%
CountryUK
EmployeesN/A
SectorReal Estate
Sector Strength53
IndustryREIT - Diversified
Share Statistics
EPS (TTM)N/A
Shares Outstanding158,674,740
10 Day Avg. Volume288,377
30 Day Avg. Volume356,474
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)0.92
Price to Sales (P/S)5.13
P/FCF Ratio18.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.08
Revenue Forecast (FY)£18.90M
AEW UK REIT Business Overview & Revenue Model
Company Description
AEW UK REIT plc (LSE: AEWU) aims to deliver an attractive total return to shareholders by investing predominantly in smaller commercial properties (typically less than £15 million), on shorter occupational leases in strong commercial locations acr...
How the Company Makes Money
AEW UK REIT generates revenue primarily through the rental income derived from its portfolio of commercial properties. The company leases these properties to various tenants across different sectors, ensuring a steady and diversified income stream...
AEW UK REIT Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
61
Positive
| Breakdown | TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.30M | 31.30M | 24.34M | 20.72M | 19.91M | 17.49M |
| Gross Profit | 15.98M | 31.30M | 17.48M | 12.27M | 12.62M | 12.51M |
| EBITDA | 6.96M | 0.00 | 13.35M | -29.12M | 12.52M | 10.72M |
| Net Income | 12.73M | 24.34M | 9.05M | -11.32M | 46.70M | 22.17M |
Balance Sheet | ||||||
| Total Assets | 240.64M | 241.45M | 232.41M | 233.77M | 252.31M | 200.83M |
| Cash, Cash Equivalents and Short-Term Investments | 13.20M | 25.99M | 11.40M | 14.31M | 6.77M | 17.45M |
| Total Debt | 60.19M | 0.00 | 59.85M | 59.74M | 53.94M | 39.81M |
| Total Liabilities | 67.82M | 67.01M | 69.66M | 66.67M | 61.21M | 43.75M |
| Stockholders Equity | 172.82M | 174.44M | 162.75M | 167.10M | 191.10M | 157.08M |
Cash Flow | ||||||
| Free Cash Flow | 7.69M | 8.65M | 11.73M | 9.82M | 12.32M | 10.46M |
| Operating Cash Flow | 7.69M | 8.65M | 11.73M | 9.82M | 12.32M | 10.46M |
| Investing Cash Flow | 3.39M | 21.23M | -430.00K | 6.94M | -24.99M | 23.07M |
| Financing Cash Flow | -13.73M | -15.28M | -14.21M | -9.21M | 1.99M | -25.95M |
AEW UK REIT Technical Analysis
Negative
107.00
Price Trends
105.84
Negative
105.30
Negative
103.70
Negative
Market Momentum
-2.07
Positive
35.23
Neutral
27.06
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:AEWU, the sentiment is Negative. The current price of 107 is above the 20-day moving average (MA) of 103.10, above the 50-day MA of 105.84, and above the 200-day MA of 103.70, indicating a bearish trend. The MACD of -2.07 indicates Positive momentum. The RSI at 35.23 is Neutral, neither overbought nor oversold. The STOCH value of 27.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:AEWU.
AEW UK REIT Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | £58.60M | 4.85 | 10.22% | 8.23% | 8.48% | 207.85% | |
71 Outperform | £157.72M | 9.16 | 7.33% | 7.43% | -10.95% | -30.09% | |
67 Neutral | £234.04M | 5.97 | 9.81% | 6.64% | ― | ― | |
66 Neutral | £37.42M | 54.66 | 4.33% | 7.14% | -41.22% | ― | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
51 Neutral | £50.88M | -11.90 | -0.96% | 5.02% | -9.28% | ― | |
46 Neutral | £50.51M | -9.68 | -2.97% | 3.94% | 16.08% | 56.94% |
* Real Estate Sector Average
GB:AEWU
AEW UK REIT
99.40
10.75
12.13%
GB:PCA
Palace Capital
185.00
-2.69
-1.43%
GB:RLE
Real Estate ate ate Investors
29.10
2.50
9.40%
GB:SREI
Schroder Real Estate ate ate Investment
47.85
6.98
17.08%
GB:TOWN
Town Centre Securities
120.00
-6.56
-5.18%
GB:AIRE
Alternative Income REIT Plc
72.80
9.50
15.01%
AEW UK REIT Corporate Events
Regulatory Filings and Compliance
AEW UK REIT Confirms Total Voting Rights at Year-End 2025
Neutral
Jan 2, 2026
AEW UK REIT plc has reported that, as at 31 December 2025, it had 158,674,746 ordinary shares in circulation, each carrying one voting right, resulting in a total of 158,674,746 voting rights, with an additional 100,000 shares held in treasury wit...
Regulatory Filings and Compliance
AEW UK REIT Sells Treasury Shares at Premium
Neutral
Dec 5, 2025
AEW UK REIT plc announced the sale of 100,000 ordinary shares from treasury at a price of 109.64 pence per share, a premium over the company’s latest net asset value per share. This transaction adjusts the company’s issued share capita...
Business Operations and StrategyFinancial Disclosures
AEW UK REIT Reports Strong Half-Year Returns Amid Challenging Market Conditions
Positive
Nov 21, 2025
AEW UK REIT reported an 11.44% shareholder total return for the first half of the financial year ending March 2026, showcasing resilience in a challenging property market. The company continues to outperform its peers, with a decade of uninterrupt...
Regulatory Filings and Compliance
AEW UK REIT Announces Total Voting Rights for October 2025
Neutral
Nov 3, 2025
AEW UK REIT plc announced its total voting rights as of October 31, 2025, in compliance with the FCA’s Disclosure Guidance and Transparency Rules. The company reported a total of 158,574,746 voting rights, which shareholders can use to deter...
Financial DisclosuresRegulatory Filings and Compliance
AEW UK REIT Enters Closed Period Ahead of Half-Year Results
Neutral
Oct 24, 2025
AEW UK REIT plc has entered a closed period as of 22 October 2025, in compliance with the UK Market Abuse Regulation, ahead of announcing its half-year results for the period ending 30 September 2025. The company has disclosed all relevant inside ...
Business Operations and StrategyDividendsFinancial Disclosures
AEW UK REIT Reports Strong Quarter with Consistent Dividend and Portfolio Growth
Positive
Oct 23, 2025
AEW UK REIT plc reported a strong quarter with a net asset value of £172.82 million, reflecting a 2.04% total return. The company declared an interim dividend of 2.00 pence per share, marking 40 consecutive quarters of dividend payments. The ...
Business Operations and Strategy
AEW UK REIT Announces Upcoming Capital Markets Event
Neutral
Oct 15, 2025
AEW UK REIT plc announced it will host a Capital Markets Event for analysts and institutional investors on November 12, 2025. The event will feature discussions on the company’s ten-year track record, investment strategy, and current market ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.