BYG.LBig Yellow Group Plc
The schedule
- Thu19Nov
The H1 2027 earnings release on 2026-11-19 will force investors to reassess the company's $502 million debt burden against its $10.9 million free cash flow. Delivering cost synergies and solid forward guidance could lift shares to $780.00, but sustained interest expense erosion could push the valuation to our $650.00 floor.
- Tue16Feb
Anticipated annual portfolio revaluations will serve as a key determinant of Big Yellow's Net Asset Value (NAV). Accretive valuation updates reflecting stabilized capitalization rates could trigger a relief rally toward $730.00, while a non-cash impairment or cap-rate expansion could suppress shares to $590.00.
- Tue20Apr
Big Yellow's pre-close trading update ahead of its fiscal year-end will offer a preliminary look into its full-year cash flow generation and dividend sustainability. Favorable leasing metrics and expense control could sustain upward momentum to $790.00, while operational misses might result in a retreat to $685.00.
Past
- Thu17Sep
The company's autumn trading update will provide critical insight into peak summer self-storage occupancy rates and pricing power. Robust tenant retention and rate hikes could yield a recovery target of $825.00, whereas softening demand or rising churn could drag the stock to a fallback of $715.00.
- Thu18Jun
Actual outcome: Bull · $887.50 at outcome
Big Yellow Group reported EPS of 0.26, perfectly matching analyst estimates. This in-line result reassured the market regarding the REIT's dividend coverage and signaled a favorable stabilization despite previous net income contractions, driving shares higher toward the bull target.
Big Yellow Group is scheduled to report its H2 2026 earnings on 2026-06-18, where the market will strictly evaluate the REIT's dividend coverage amid a 57.88% year-over-year net income contraction. A favorable stabilization could drive shares up to $890.00, while continued margin pressure and elevated interest expenses could force a re-rating down to $770.00.