Latest news with #StadioHoldings
IOL News
2 days ago
- Business
- IOL News
Stadio Holdings predicts significant growth in half year earnings per share
JSE-listed higher education provider, STADIO Holdings has set itself a target of attracting up to 50 000 tertiary students by 2023, from just over 50 000 at the end of the 2024 financial year. Image: Supplied Stadio Holdings, the JSE-listed private higher education company, continued a 12-month rise in its share price on Friday after it predicted that core headline earnings per share (HEPS) will increase between 22.8% and 32.7% for the six months to June 30. In a trading statement, the company forecast core HEPS to be between 19.9 cents and 21.5 cents, compared with 16.2 cents for the same period a year before. The group utilises core headline earnings, which is headline earnings adjusted for certain non-recurring items, to measure and benchmark the underlying performance of its business. Earnings per share (EPS) were expected to be between 20 cents and 21.6 cents, being between 22.7% and 32.5% higher than the 16.3 cents EPS reported for the six-month period in 2024. HEPS will be between 19.9 cents and 21.5 cents, or between 22.8% and 32.7% higher than at the same time last year. On Friday afternoon, the share price was trading 1.37% higher at R8.87 per share, bringing the steady upward trend in the price over the past 12 months to 56.7%. The interim results are expected to be published on August 28, 2025. Anchor Stockbrokers analyst Sven Thordsen said in a research note on the company released this month that demand for tertiary education in South Africa remains incredibly strong given lower unemployment rates for graduates. Video Player is loading. Play Video Play Unmute Current Time 0:00 / Duration -:- Loaded : 0% Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Background Color Black White Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Transparent Window Color Black White Red Green Blue Yellow Magenta Cyan Transparency Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Dropshadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Advertisement Video Player is loading. Play Video Play Unmute Current Time 0:00 / Duration -:- Loaded : 0% Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Background Color Black White Red Green Blue Yellow Magenta Cyan Transparency Opaque Semi-Transparent Transparent Window Color Black White Red Green Blue Yellow Magenta Cyan Transparency Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Dropshadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Next Stay Close ✕ With a young population, South Africa delivered over 600 000 matriculants with university access in 2024, but only 200 000 can be accommodated by public universities, resulting in a significant shortfall that grows annually. 'Affordability is the challenge to fulfil this demand, with Stadio well positioned given that distance learning is considerably cheaper than contact learning, and its scale allows it to challenge increased competition,' said Thordsen. 'We see the target of 80 000 students by FY30E, through organic growth, being achieved. We also see scope for these targets to be exceeded through acquisitions, expansion into other territories, most likely Africa, and increased international collaborations. The balance sheet is ungeared with access to R200 million of facilities should opportunities arise,' he wrote. Stadio had just over 50 000 students at the end of its last financial year and has set itself a target of 56 000 for its 2026 financial year and 80 000 students by 2030. Visit:
Yahoo
13-04-2025
- Business
- Yahoo
Stadio Holdings' (JSE:SDO) Upcoming Dividend Will Be Larger Than Last Year's
The board of Stadio Holdings Limited (JSE:SDO) has announced that it will be paying its dividend of ZAR0.151 on the 29th of April, an increased payment from last year's comparable dividend. Even though the dividend went up, the yield is still quite low at only 1.9%. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. While yield is important, another factor to consider about a company's dividend is whether the current payout levels are feasible. Based on the last payment, Stadio Holdings was quite comfortably earning enough to cover the dividend. This indicates that quite a large proportion of earnings is being invested back into the business. Looking forward, earnings per share could rise by 29.3% over the next year if the trend from the last few years continues. If the dividend continues along recent trends, we estimate the payout ratio will be 38%, which is in the range that makes us comfortable with the sustainability of the dividend. Check out our latest analysis for Stadio Holdings The dividend hasn't seen any major cuts in the past, but the company has only been paying a dividend for 3 years, which isn't that long in the grand scheme of things. The annual payment during the last 3 years was ZAR0.047 in 2022, and the most recent fiscal year payment was ZAR0.151. This works out to be a compound annual growth rate (CAGR) of approximately 48% a year over that time. Stadio Holdings has been growing its dividend quite rapidly, which is exciting. However, the short payment history makes us question whether this performance will persist across a full market cycle. Some investors will be chomping at the bit to buy some of the company's stock based on its dividend history. Stadio Holdings has impressed us by growing EPS at 29% per year over the past five years. The company doesn't have any problems growing, despite returning a lot of capital to shareholders, which is a very nice combination for a dividend stock to have. Overall, we think this could be an attractive income stock, and it is only getting better by paying a higher dividend this year. Earnings are easily covering distributions, and the company is generating plenty of cash. All in all, this checks a lot of the boxes we look for when choosing an income stock. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. Now, if you want to look closer, it would be worth checking out our free research on Stadio Holdings management tenure, salary, and performance. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
13-04-2025
- Business
- Yahoo
Stadio Holdings' (JSE:SDO) Upcoming Dividend Will Be Larger Than Last Year's
The board of Stadio Holdings Limited (JSE:SDO) has announced that it will be paying its dividend of ZAR0.151 on the 29th of April, an increased payment from last year's comparable dividend. Even though the dividend went up, the yield is still quite low at only 1.9%. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. While yield is important, another factor to consider about a company's dividend is whether the current payout levels are feasible. Based on the last payment, Stadio Holdings was quite comfortably earning enough to cover the dividend. This indicates that quite a large proportion of earnings is being invested back into the business. Looking forward, earnings per share could rise by 29.3% over the next year if the trend from the last few years continues. If the dividend continues along recent trends, we estimate the payout ratio will be 38%, which is in the range that makes us comfortable with the sustainability of the dividend. Check out our latest analysis for Stadio Holdings The dividend hasn't seen any major cuts in the past, but the company has only been paying a dividend for 3 years, which isn't that long in the grand scheme of things. The annual payment during the last 3 years was ZAR0.047 in 2022, and the most recent fiscal year payment was ZAR0.151. This works out to be a compound annual growth rate (CAGR) of approximately 48% a year over that time. Stadio Holdings has been growing its dividend quite rapidly, which is exciting. However, the short payment history makes us question whether this performance will persist across a full market cycle. Some investors will be chomping at the bit to buy some of the company's stock based on its dividend history. Stadio Holdings has impressed us by growing EPS at 29% per year over the past five years. The company doesn't have any problems growing, despite returning a lot of capital to shareholders, which is a very nice combination for a dividend stock to have. Overall, we think this could be an attractive income stock, and it is only getting better by paying a higher dividend this year. Earnings are easily covering distributions, and the company is generating plenty of cash. All in all, this checks a lot of the boxes we look for when choosing an income stock. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. Now, if you want to look closer, it would be worth checking out our free research on Stadio Holdings management tenure, salary, and performance. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
28-02-2025
- Business
- Yahoo
Stadio Holdings Limited (JSE:SDO) most popular amongst individual investors who own 45% of the shares, institutions hold 28%
The considerable ownership by individual investors in Stadio Holdings indicates that they collectively have a greater say in management and business strategy The top 8 shareholders own 50% of the company Institutions own 28% of Stadio Holdings If you want to know who really controls Stadio Holdings Limited (JSE:SDO), then you'll have to look at the makeup of its share registry. We can see that individual investors own the lion's share in the company with 45% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Meanwhile, institutions make up 28% of the company's shareholders. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. Let's take a closer look to see what the different types of shareholders can tell us about Stadio Holdings. View our latest analysis for Stadio Holdings Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. As you can see, institutional investors have a fair amount of stake in Stadio Holdings. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Stadio Holdings' historic earnings and revenue below, but keep in mind there's always more to the story. Hedge funds don't have many shares in Stadio Holdings. Coronation Fund Managers Limited is currently the largest shareholder, with 20% of shares outstanding. PSG Alpha is the second largest shareholder owning 17% of common stock, and Brimstone Investment Corporation Limited holds about 5.1% of the company stock. Furthermore, CEO Christian Phillipus Vorster is the owner of 2.0% of the company's shares. We did some more digging and found that 8 of the top shareholders account for roughly 50% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat. While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Our information suggests that there isn't any analyst coverage of the stock, so it is probably little known. The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. We can report that insiders do own shares in Stadio Holdings Limited. It has a market capitalization of just R6.5b, and insiders have R236m worth of shares, in their own names. Some would say this shows alignment of interests between shareholders and the board. But it might be worth checking if those insiders have been selling. The general public-- including retail investors -- own 45% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. We can see that Private Companies own 17%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research. Public companies currently own 5.1% of Stadio Holdings stock. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with Stadio Holdings , and understanding them should be part of your investment process. If you would prefer check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, backed by strong financial data. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
07-02-2025
- Business
- Yahoo
Those who invested in Stadio Holdings (JSE:SDO) five years ago are up 335%
We think all investors should try to buy and hold high quality multi-year winners. While not every stock performs well, when investors win, they can win big. Just think about the savvy investors who held Stadio Holdings Limited (JSE:SDO) shares for the last five years, while they gained 312%. If that doesn't get you thinking about long term investing, we don't know what will. It's down 1.9% in the last seven days. Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. See our latest analysis for Stadio Holdings There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. During five years of share price growth, Stadio Holdings achieved compound earnings per share (EPS) growth of 24% per year. This EPS growth is lower than the 33% average annual increase in the share price. So it's fair to assume the market has a higher opinion of the business than it did five years ago. That's not necessarily surprising considering the five-year track record of earnings growth. The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). Before buying or selling a stock, we always recommend a close examination of historic growth trends, available here. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of Stadio Holdings, it has a TSR of 335% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! It's good to see that Stadio Holdings has rewarded shareholders with a total shareholder return of 45% in the last twelve months. And that does include the dividend. That's better than the annualised return of 34% over half a decade, implying that the company is doing better recently. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Take risks, for example - Stadio Holdings has 1 warning sign we think you should be aware of. But note: Stadio Holdings may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on South African exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
