Real Estate Investment and Services

Land Securities Group PLC

Barclays Maintains Buy Rating on Land Securities Group plc REIT

JPMorgan Reiterates 'Neutral' Rating and Target Price for Land Securities Group

Land Securities Executives Receive Large Stock Options

Land Securities Begins Major Revamp in Gunwharf Quays

Land Securities Reports Strong FY25 Results and Outlines Future Outlook

Change in Voting Rights Structure of Land Securities Group PLC, BlackRock's Stake Decreases to 10.27%

Morgan Stanley Downgrades Land Securities Group Rating to Hold, Target Price Reduced to £6.70

LAND

Land Securities Group PLC announced a correction to the record date for its interim dividend for the year ending 31 March 2026. The correct date is 28 November 2025, not 27 November 2025 as previously stated. The dividend of 19.0p per share will be paid partly as a Property Income Distribution of 13.6p and partly as an ordinary dividend of 5.4p. All other details remain unchanged.

London Stock Exchange

REG - Land Sec. Group PLC - Interim Dividend - Record Date Correction

London stock prices fell on Friday, with the FTSE 100 down 1.1% due to UK fiscal concerns and a global sell-off. The FTSE 250 and AIM All-Share also declined. Investor sentiment weakened amid reports that the UK chancellor may abandon plans to raise income tax. European markets also fell, with Germany's budget and insolvency data in focus. Land Securities dropped 3.4% after reporting lower pretax profit, while Melrose Industries gained 0.8% on strong performance. PPHE Hotel Group rose 11% as major shareholders explored financial options.

marketscreener

Melrose Industries PLC

FTSE drops as UK fiscal worries hit sentiment

UK's FTSE 100 index is expected to open lower. Melrose Industries reported a 14% revenue rise. Land Securities raised profit expectations. DFS Furniture anticipates strong profit growth. Man Group plans job cuts in London. UK government abandoned income tax rate hike plans. Labour market shows slight improvement. Oil prices rose due to supply fears; copper prices fell on weak China data; gold prices edged higher amid a weaker dollar.

Reuters

UK Stocks-Factors to watch on Nov 14

Land Securities Group reported a decline in first half pretax profit to £98 million from £243 million last year. Earnings per share fell to 13.0 pence from 32.7 pence. However, EPRA pretax profit rose to £192 million from £186 million, and EPRA EPS increased to 25.8 pence from 25.0 pence. Revenue grew to £431 million from £383 million, with net rental income rising to £284 million from £269 million. The Group expects EPRA EPS growth to be at the top end of initial guidance.

rttnews

Land Securities H1 EPRA Pretax Profit Rises

Land Securities Group PLC expects a 4-5% growth in like-for-like net rental income for the fiscal year. The company anticipates EPS growth to reach the top end of its 2-4% guidance. H1 EPRA net per share is 863p, with overhead costs projected to decrease to the low £60 million's by FY27. The potential for FY30 EPRA EPS has been raised from 60 pence to 62 pence. H1 IFRS profit before tax is £98 million, and FY26 net rental income is expected to grow by 4-5%.

Land Securities Expects About 4-5% FY Like-For-Like Net Rental Income Growth

FTSE 100 Live 14 November: Stock markets under pressure, Land Securities lifts guidance -

FTSE 100 Live: Stock markets under pressure, Landsec lifts guidance

British commercial landlord Land Securities raised its annual profit and rental income expectations on Friday, supported by robust growth across its retail and office portfolios.

UK's Land Securities lifts annual profit and rental income forecasts

The Singapore government will release land for over 4,500 new private homes in the first half of 2026, maintaining a high supply level. This is part of a broader strategy to support homeownership, with plans to launch 55,000 BTO flats from 2025 to 2027. New regulations will require developers to provide detailed project information to buyers. The Urban Redevelopment Authority's Master Plan 2025 will be finalized in December, focusing on inclusive and accessible housing. Measures to streamline showflat site processes will also be introduced.

Government to release land for about 4,500 new private homes in first half of 2026

Singapore's National Development Minister Chee Hong Tat announced regulatory changes to protect private homebuyers, including extending the defects liability period and requiring developers to provide more detailed project information. These changes aim to enhance transparency and industry standards. Additionally, the Government Land Sales program will increase private housing supply, with over 58,000 units planned by 2026. The government will also maintain high public and private housing supply to meet demand, while monitoring housing price growth amid changing interest rates.

- National Development Minister Chee Hong Tat announced regulatory changes to enhance transparency for private residential homebuyers during a speech at the Real Estate Developers’ Association of Singapore's anniversary dinner.  
- The Government Land Sales programme will introduce approximately 4,500 new private housing units in the first half of 2026, increasing the overall supply to over 58,000 units.  
- Changes include improved sales documentation for developers and an adjustment to the defects liability period, aimed at supporting informed buyer decisions and maintaining industry standards.

Yahoo Finance

Stronger protection for private homebuyers, defects liability period to be adjusted: Chee Hong Tat

Land Securities Group plc has achieved full occupancy in its Victoria office portfolio, totaling 88,000 sq ft in recent lettings and expansions. Notable transactions include Ashmore Group plc pre-letting 18,500 sq ft for its new UK headquarters. To address rising demand, Landsec is developing Thirty High, a 300,000 sq ft office scheme set to complete in 2026, featuring panoramic views, a rooftop restaurant, and flexible event spaces.

Landsec Launches Thirty High to Add 300,000 sq ft of Prime Victoria Office Space

Vietnam's property sector demonstrates resilience amid U.S. trade tensions, with a strong manufacturing base and significant foreign direct investment. Despite a slowdown in leasing large industrial land, demand for ready-built factories remains robust. The economy grew by 8.2% annually, driven by diverse economic activities and infrastructure investments. The office market is thriving, particularly in tech, while residential prices soar due to supply constraints. Vietnam's tourism is also booming, surpassing pre-pandemic visitor levels. Government reforms and infrastructure projects are set to further enhance the real estate sector and economy.

南华早报

Vietnam’s property sector a prime example of Asia’s tariff resilience

Insider Vanessa Simms purchased 24 shares of Land Securities Group (LON:LAND) at GBX 617 each on November 4th, totaling £148.08. This follows her previous acquisitions of 26 shares at GBX 593 and 27 shares at GBX 540. The stock opened at GBX 638, with a market cap of £4.75 billion and a PE ratio of 12.04. Analysts have mixed ratings, with a "buy" from Peel Hunt and a "neutral" from JPMorgan, averaging a target of GBX 693.25.

Market Beat

Insider Buying: Land Securities Group (LON:LAND) Insider Purchases 24 Shares of Stock

Land Securities Group PLC announced share transactions involving its Chief Executive Officer, Mark Allan, and Chief Financial Officer, Vanessa Simms. Both executives participated in the Company's Share Incentive Plan, purchasing partnership shares at £6.1725 and £6.1724 respectively on November 4, 2025. Additionally, they were awarded matching shares with no cost. These transactions were conducted on the London Stock Exchange.