SM Investments denies Landers talks as 8 analysts rate SM Investments stock Buy

Published on 10/14/2026 at 02:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SM Investments denied talks over a reported 49.00 percent Landers stake. For SM Investments stock, first-half net income reached PHP 45.9 billion.

Landers statement and upcoming results

SM Investments denied discussions over a reported 49.00 percent Landers interest on October 1, 2026.
First-half net income rose 8.00 percent to PHP 45.9 billion in 2026.
SM Investments will report its next results on November 11, 2026.
Eight analysts rated the stock Buy in the latest available analyst overview.

SM Investments, PHY806761029, Illustration mit AI erstellt.

SM Investments (PHY806761029) denied involvement in talks over a reported 49.00 percent Landers Superstore interest on October 1, 2026, while an analyst overview listed eight Buy ratings for SM Investments stock. Bilyonaryo reported that SM Investments said it was not in discussions with Landers or its shareholders, and Investing.com listed eight Buy ratings and two Hold ratings.

Three dated corporate signals

On August 12, 2026, the latest earnings release shown by Investing.com reported revenue of PHP 157.4 billion against a PHP 157.4 billion forecast and earnings per share of PHP 19.24 against PHP 18.37 expected.

On September 29, 2026, PR Newswire reported that President and Chief Executive Officer Frederic C. DyBuncio said nearly seven decades of operations had shaped the group's long-term approach.

On October 1, 2026, SM Investments addressed the Landers report through a stock exchange filing. The reported 49.00 percent interest was linked to a potential transaction involving CVC Capital Partners, but SM Investments said it had no discussions with Landers or its shareholders, according to Bilyonaryo.

What the first-half figures show

SM Investments reported first-half 2026 consolidated net income of PHP 45.9 billion, up 8.00 percent from the comparable period, while revenue reached PHP 339.2 billion, according to Daily Tribune. The result gives the Landers clarification a measurable operating backdrop: the conglomerate entered October with earnings growth across its retail, banking and property businesses.

SM Retail contributed PHP 8.9 billion in net income and PHP 223.6 billion in revenue during the first half of 2026, while operating income reached PHP 14.0 billion, Daily Tribune reported. Those figures show why the upcoming reporting date matters more than the uncompleted Landers speculation for the company's near-term narrative.

November results set the next date

SM Investments is scheduled to release its next earnings report on November 11, 2026, according to Investing.com. The latest analyst overview listed an average 12-month price target of PHP 840.70 and eight Buy ratings, but the page also showed the figures as an overview rather than a newly issued individual research note.

SM Investments stock was last shown at PHP 530.00 on the Philippine Stock Exchange on October 13, 2026. The same dated market page listed a 52-week range of PHP 486.20 to PHP 757.50 and a market capitalization of PHP 639.1 billion, giving the November results a concrete valuation context.