Key Points
- Insider purchase: PDMR Sapna Shah bought 17,900 shares at GBX 84 (≈£15,036) on March 11, signalling management confidence in the share price and outlook.
- Earnings & sentiment: SUPR reported quarterly EPS of GBX 2.70 with a net margin around 55% and ROE ~5.6%, but interim profits showed pressure; analysts' consensus is a Moderate Buy (consensus PT GBX 85.67) with Stifel reiterating a GBX 95 target.
- Growth pipeline: The group has identified about £500m of potential grocery assets and a Blue Owl JV nearing a £1bn value target, which could boost acquisition capacity and future income growth.
Supermarket Income REIT (LON:SUPR - Get Free Report) insider Sapna Shah acquired 17,900 shares of Supermarket Income REIT stock in a transaction dated Wednesday, March 11th. The stock was purchased at an average cost of GBX 84 per share, for a total transaction of £15,036.
Supermarket Income REIT Trading Up 0.8%
SUPR opened at GBX 83.30 on Friday. Supermarket Income REIT has a twelve month low of GBX 71.48 and a twelve month high of GBX 89.20. The company has a fifty day moving average of GBX 84.75 and a 200-day moving average of GBX 81.31. The stock has a market cap of £1.04 billion, a PE ratio of 17.00, a price-to-earnings-growth ratio of 15.09 and a beta of 0.54. The company has a quick ratio of 1.95, a current ratio of 1.73 and a debt-to-equity ratio of 80.37.
Supermarket Income REIT (LON:SUPR - Get Free Report) last released its earnings results on Wednesday, March 11th. The company reported GBX 2.70 earnings per share (EPS) for the quarter. Supermarket Income REIT had a net margin of 54.91% and a return on equity of 5.56%. On average, sell-side analysts predict that Supermarket Income REIT will post 6.0284281 EPS for the current year.
More Supermarket Income REIT News
Here are the key news stories impacting Supermarket Income REIT this week:
- Positive Sentiment: Insider purchase — PDMR Sapna Shah bought 17,900 shares at GBX 84 (≈£15,036), which signals management confidence in the share price and outlook. PDMR Notification
- Positive Sentiment: Broker support — Stifel Nicolaus reaffirmed a "buy" rating and set a GBX 95 price target, providing third‑party validation of upside vs current levels. Broker Ratings
- Positive Sentiment: Acquisition pipeline — the group has identified c.£500m of potential grocery assets to target, supporting future portfolio and income growth. The Grocer
- Positive Sentiment: Blue Owl JV progress — the joint venture is closing in on a £1bn value target, which would expand capacity for larger transactions and fee/return potential. Property Week
- Neutral Sentiment: Interim results published — the company released unaudited H1 results (six months to 31 Dec 2025); details reinforce portfolio cash generation but also show pressure on interim profits. Unaudited Interim Results
- Neutral Sentiment: Quarterly EPS & materials — SUPR reported GBX 2.70 EPS for the quarter; slides and conference call are available for details on rent growth and margin metrics (net margin 51.5%, ROE ~5.5%). Slide Deck
- Neutral Sentiment: Market commentary — investor pieces highlight SUPR’s attractive yield (c.7.5%) and defensive grocery focus, drawing interest from income-seeking investors but also scrutiny over profit trends. Yield Article
- Negative Sentiment: Lower interim EPS vs expectations — coverage notes H1 EPS fell despite rent growth, flagging margin/one-off items that weighed on reported profits and could limit multiple expansion. ShareCast
- Negative Sentiment: Analysts/press note “poor interim profit” even as pipeline looks strong — the market may be balancing growth prospects against near‑term earnings weakness. SharePrices
Analyst Upgrades and Downgrades
Several equities research analysts recently commented on SUPR shares. Stifel Nicolaus restated a "buy" rating and set a GBX 95 target price on shares of Supermarket Income REIT in a research report on Wednesday. Peel Hunt reiterated an "add" rating and issued a GBX 85 target price on shares of Supermarket Income REIT in a report on Thursday, November 20th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat, Supermarket Income REIT currently has a consensus rating of "Moderate Buy" and a consensus price target of GBX 85.67.
View Our Latest Analysis on Supermarket Income REIT
About Supermarket Income REIT
(
Get Free Report)
Supermarket Income REIT plc (LSE: SUPR, JSE: SRI), a FTSE 250 company, is the only LSE listed company dedicated to investing in grocery properties which are an essential part of national food infrastructure. The Company focuses on grocery stores which are predominantly omnichannel, fulfilling online and in-person sales and are let to leading supermarket operators in the UK and Europe.
The Company's properties earn long-dated, secure, inflation-linked, growing income. SUPR targets a progressive dividend and the potential for long term capital growth.
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