Derwent London stock gains 1.12 percent with a Hold consensus

Published on 09/25/2026 at 17:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Derwent London stock has a GBp 2,071 Berenberg target from September 14, 2026. First-half EPRA EPS fell 6.7 percent to GBp 48.7; net rental income fell 1.2 percent to GBP 92.9 million.

Moderne Bürogebäude in London, Symbolbild für Derwent London plc Immobilienportfolio — Fotorealistisches Bild moderner Bürohochhäuser in London zeigt Derwent London plc GB0002652740 Immobilienportfolio, Illustration mit AI erstellt.

Derwent London stock (ISIN GB0002652740) was trading at GBp 1,812 on the London Stock Exchange on September 25, 2026, at 4:15 p.m. London time, up 1.12 percent from the prior close of GBp 1,792. The price stood 17.49 percent below its 52-week high of GBp 2,196, giving the latest analyst view a clear valuation backdrop.

Portfolio value reaches GBP 5.0 billion

Derwent London reported on its investor page that its commercial property portfolio covered 5.2 million square feet and was valued at GBP 5.0 billion as of June 30, 2026. The portfolio is concentrated mainly in central London, where property regeneration and asset management remain central to the group's operating model.

The June valuation gives investors a current asset reference, while the share price remains below the company's stated property base. That gap makes net asset value and rental earnings important measures for the stock.

First-half EPRA EPS falls 6.7 percent

As The Armchair Trader reported on September 24, 2026, EPRA net tangible assets stood at GBp 3,157 per share in June 2026, down from GBp 3,225 in December 2025. EPRA earnings per share fell 6.7 percent to GBp 48.7, while net rental income declined 1.2 percent to GBP 92.9 million.

The same first-half update put total accounting return at negative 0.4 percent. The figures show a split picture: rental income remains measurable, but per-share earnings and asset value moved lower during the period.

Berenberg target falls to GBp 2,071

MarketBeat reported on September 14, 2026, that Berenberg reduced its Derwent London target from GBp 2,210 to GBp 2,071 while retaining a Buy rating. The revised target is GBp 259 above the September 25 intraday price.

MarketBeat reported on September 21, 2026, that the analyst consensus was Hold, with three Buy, three Hold and two Sell ratings and an average 12-month target of GBp 1,889. The consensus target sits GBp 77 above the latest share price, while the Berenberg target is higher by GBp 259.

Stock trades 17.49 percent below its high

Derwent London traded between GBp 1,800 and GBp 1,835 on September 25, 2026, with volume of 105,633 shares. Its market capitalization was GBP 2,004,543,120 on the same date, and the 52-week range was GBp 1,469.33 to GBp 2,196.