Paragon Group of Companies (The)

pearlsasinger 27 Jul 2015

IMS due IMS is due on Wednesday next.It will be interesting to see what comment is made concerningthe budget tax changes for buy-to-let -- which caused a significant drop in SP.(holder)

oldjoe1 22 May 2015

Re: PAG, Broker Buys.............. Paragon Group of Companies PLC’s Buy Rating Reaffirmed at Canaccord Genuity (PAG)May 19th, 2015 updated May 22nd, 2015 - 0 comments - Filed Under - by Jennifer LangleyCanaccord Genuity reissued their buy rating on shares of Paragon Group of Companies PLC (LONAG) in a research report released on Tuesday morning. Canaccord Genuity currently has a GBX 495 ($7.79) price objective on the stock.Canaccord Genuity has also taken action a number of other stocks recently. The firm reiterated its buy rating on shares of Canadian Solar Inc.. Also, Canaccord Genuity reiterated its buy rating on shares of Brookfield Asset Management Inc.. They have a $41.00 price target on that stock, down previously from $62.00. Finally, Canaccord Genuity reiterated its buy rating on shares of Cardiome Pharma Corp. They have a $16.00 price target on that stock.Paragon Group of Companies PLC (LONAG) traded down 0.9556% on Tuesday, hitting GBX 445.7000. The stock had a trading volume of 815,656 shares. Paragon Group of Companies PLC has a 1-year low of GBX 313.7000 and a 1-year high of GBX 461.5000. The stock’s 50-day moving average is GBX 434.11 and its 200-day moving average is GBX 415.31. The company’s market cap is £1.36 billion.Several other analysts have also recently commented on the stock. Analysts at RBC Capital reiterated a sector perform rating and set a GBX 440 ($6.92) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. Analysts at Panmure Gordon raised their price target on shares of Paragon Group of Companies PLC from GBX 500 ($7.87) to GBX 550 ($8.65) and gave the company a buy rating in a research note on Tuesday. Analysts at Shore Capital reiterated a buy rating on shares of Paragon Group of Companies PLC in a research note on Tuesday. Finally, analysts at Numis Securities Ltd reiterated a sell rating and set a GBX 297 ($4.67) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. One research analyst has rated the stock with a sell rating, two have issued a hold rating and nine have given a buy rating to the company’s stock. Paragon Group of Companies PLC presently has an average rating of Buy and a consensus price target of GBX 446.45 ($7.02).The Paragon Group of Companies PLC is an United Kingdom-based holding company, engaged in the first mortgage and consumer finance businesses. The Company operates in two business segments: First Mortgages and Consumer Finance. The revenue generated by the First Mortgages segment includes interest and fees generated by the buy-to-let and owner-occupied mortgage assets and other income derived from first charge mortgages.

oldjoe1 22 May 2015

Re: PAG, Broker Buys.............. Paragon Group of Companies PLC Given New GBX 460 Price Target at RBC Capital (PAG)May 21st, 2015 • 0 comments • Filed Under • by ABMN StaffStock analysts at RBC Capital increased their price objective on shares of Paragon Group of Companies PLC (LONAG) from GBX 440 ($6.92) to GBX 460 ($7.24) in a report issued on Thursday. The firm currently has a “neutral” rating on the stock. RBC Capital’s price objective suggests a potential upside of 7.05% from the company’s current price.A number of other analysts have also recently weighed in on PAG. Analysts at Bank of America downgraded shares of Paragon Group of Companies PLC to a “neutral” rating and lowered their price target for the stock from GBX 500 ($7.87) to GBX 470 ($7.39) in a research note on Wednesday. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a GBX 465 ($7.31) price target on shares of Paragon Group of Companies PLC in a research note on Wednesday. Analysts at Barclays reiterated an “overweight” rating and set a GBX 500 ($7.87) price target on shares of Paragon Group of Companies PLC in a research note on Wednesday. Finally, analysts at Canaccord Genuity reiterated a “buy” rating and set a GBX 495 ($7.79) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. One analyst has rated the stock with a sell rating, three have given a hold rating and nine have issued a buy rating to the company. The stock currently has an average rating of “Buy” and an average price target of GBX 458.42 ($7.21).Shares of Paragon Group of Companies PLC (LONAG) traded down 0.56% on Thursday, hitting GBX 429.70. The stock had a trading volume of 610,369 shares. Paragon Group of Companies PLC has a one year low of GBX 313.70 and a one year high of GBX 461.50. The stock has a 50-day moving average of GBX 434. and a 200-day moving average of GBX 416.. The company’s market cap is £1.31 billion.The company also recently announced a dividend, which will be paid on Friday, July 24th. Investors of record on Thursday, July 2nd will be paid a dividend of GBX 3.60 ($0.06) per share. This represents a dividend yield of 0.81%. The ex-dividend date is Thursday, July 2nd.The Paragon Group of Companies PLC is an United Kingdom-based holding company, engaged in the first mortgage and consumer finance businesses. The Company operates in two business segments: First Mortgages and Consumer Finance. The revenue generated by the First Mortgages segment includes interest and fees generated by the buy-to-let and owner-occupied mortgage assets and other income derived from first charge mortgages.

oldjoe1 22 May 2015

PAG, Broker Buys.............. Broker BUY Recos for PAG Paragon.21 May 15 Liberum Capital Buy 435.80 - 560.00 Reiterates21 May 15 RBC Capital Markets Sector Performer 435.80 440.00 460.00 Reiterates20 May 15 Bank of America Merrill Lynch Neutral 435.80 500.00 470.00 Downgrades20 May 15 Barclays Capital Overweight 435.80 - 500.00 Reiterates20 May 15 JP Morgan Cazenove Overweight 435.80 465.00 465.00 Retains19 May 15 Shore Capital Buy 435.80 - - Reiterates19 May 15 Panmure Gordon Buy 435.80 500.00 550.00 Reiterates19 May 15 Liberum Capital Buy 435.80 510.00 510.00 Reiterates

oldjoe1 15 May 2015

Re: PAG Looks Way Too CHEAP.... Paragon Group of Companies (The) broker viewsDate Broker Recommendation Price Old target price New target price Notes08 May Liberum Capital Buy 458.35 510.00 510.00 Reiterates28 Apr RBC Capital Markets Sector Performer 458.35 450.00 440.00 Reiterates17 Mar Canaccord Genuity Buy 458.35 495.00 495.00 Reiterates26 Jan Barclays Capital Overweight 458.35 445.00 445.00 Reiterates

oldjoe1 15 May 2015

PAG Breakout On Chart....... PAG breaks out.........[link]

Katonga 13 May 2015

Re: Share Purchases I note your figure, but where do Jeffries International fit in ?

TheDrewster 17 Apr 2015

Re: Share Purchases They committed to a £50m buy-back from memory

Katonga 17 Apr 2015

Share Purchases Sorry if I have missed something, ,but why all the share purchases from Jeffries Int.How many shares and what percentage do Jeffries hold ?

albent 06 Apr 2015

PAG valuation Infographic for Paragon Group of Companies (LSEAG): AG:" target="blank" rel="nofollow">[link]

oldjoe1 02 Apr 2015

Re: PAG Looks Way Too CHEAP.... Paragon Group of Companies (The) PLC Forward P/E of just over 10 to 2016 and PEG of 0.89, looks set for robust growth imo. Far too cheap. FORECASTS2015 2016Date Rec Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Peel Hunt LLP 01-04-15 BUY 138.83 34.27 10.50 157.09 39.27 13.00Panmure Gordon 01-04-15 BUY 35.70 11.50 42.10 13.50Shore Capital 27-03-15 BUY 137.10 35.60 10.80 154.00 41.00 13.00Canaccord Genuity Ltd 17-03-15 BUY 141.40 36.40 12.00 150.40 39.40 13.70Numis Securities Ltd 22-01-15 SELL 139.60 37.30 10.80 150.50 40.70 12.50Westhouse Securities 18-12-14 BUY 2015 2016Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Consensus 139.12 35.94 11.07 151.60 40.23 13.161 Month Change -0.04 0.07 0.02 -0.78 -0.63 0.003 Month Change -0.08 0.04 0.02 -0.72 -0.63 0.14GROWTH2014 (A) 2015 (E) 2016 (E)Norm. EPS 8.83% 2.58% 11.92%DPS 13.04% 41.92% 18.92%INVESTMENT RATIOS2014 (A) 2015 (E) 2016 (E)EBITDA £138.00m £143.00m £167.00mEBIT £135.10m £m £mDividend Yield 1.82% 2.59% 3.08%Dividend Cover 4.49x 3.25x 3.06xPER 12.20x 11.89x 10.63xPEG 1.38f 4.60f 0.89fNet Asset Value PS 297.12p 331.00p 354.00pDefinitions Disclaimer

oldjoe1 31 Mar 2015

Re: PAG Looks Way Too CHEAP.... PAG bouncing of it uptrend channel base line. Looks rather positive. Paragon Group of Companies (The) broker viewsDate Broker Recommendation Price Old target price New target price Notes17 Mar Canaccord Genuity Buy 427.25 495.00 495.00 Reiterates09 Feb Liberum Capital Buy 427.25 442.00 510.00 Reiterates26 Jan Barclays Capital Overweight 427.25 445.00 445.00 Reiterates

oldjoe1 06 Mar 2015

PAG Present Broker Views PAG Present Broker Views.....Date Broker Recommendation Price Old target price New target price Notes09 Feb Liberum Capital Buy 425.80 442.00 510.00 Reiterates26 Jan Barclays Capital Overweight 425.80 445.00 445.00 Reiterates22 Jan Numis Sell 425.80 289.00 289.00 Reiterates22 Jan JP Morgan Cazenove Overweight 425.80 465.00 465.00 Retains22 Jan Panmure Gordon Buy 425.80 500.00 500.00 Reiterates

oldjoe1 19 Feb 2015

PAG Looks Way Too CHEAP.... PAG looks way too cheap on a forward P/E of just 10.6 and a PEG of 0.77 to 2016. Paragon Group of Companies (The) PLCFORECASTS2015 2016Date Rec Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Panmure Gordon 17-02-15 BUY 35.70 11.50 42.10 13.50Peel Hunt LLP 16-02-15 BUY 138.83 34.27 10.50 157.09 39.27 13.00Shore Capital 13-02-15 BUY 137.10 35.60 10.80 154.00 41.00 13.00Numis Securities Ltd 22-01-15 SELL 139.60 37.30 10.80 150.50 40.70 12.50Westhouse Securities 18-12-14 BUY 2015 2016Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Consensus 139.17 35.88 11.05 152.33 40.86 13.171 Month Change -0.01 -0.01 0.01 0.05 0.01 0.003 Month Change -1.23 0.58 0.92 17.23 0.98 1.77GROWTH2014 (A) 2015 (E) 2016 (E)Norm. EPS 8.83% 2.40% 13.87%DPS 13.04% 41.67% 19.15%INVESTMENT RATIOS2014 (A) 2015 (E) 2016 (E)EBITDA £138.00m £143.00m £167.00mEBIT £135.10m £m £mDividend Yield 1.79% 2.54% 3.03%Dividend Cover 4.49x 3.25x 3.10xPER 12.41x 12.12x 10.64xPEG 1.41f 5.06f 0.77f

oldjoe1 19 Feb 2015

PAG Broker Buys Brokers with a BUY rating on PAG......Date Broker Rec. Price Old target price New target price Notes09 Feb 15 Liberum Capital Buy 442.35 442.00 510.00 Reiterates26 Jan 15 Barclays Capital Overweight 442.35 445.00 445.00 Reiterates22 Jan 15 JP Morgan Cazenove Overweight 442.35 465.00 465.00 Retains22 Jan 15 Panmure Gordon Buy 442.35 500.00 500.00 Reiterates22 Jan 15 Liberum Capital Buy 442.35 442.00 442.00 Reiterates

Paragon Group of Companies (The) Live Discussion

Nothing to display!