Want to see GB:AEWU full AI Analyst Report?
Top Page
AEW UK REIT
(LSE:AEWU)
Select Model
Select Model
Rating:69Neutral
Price Target:
112.00 p
â–²(3.90% Upside)
Action:Downgraded
Date:09/29/26
The score is primarily driven by solid underlying financial support (moderate leverage and consistently positive cash flows) but tempered by volatile profitability/revenue. Technical indicators are currently weak and reduce the score, while valuation is helped by the strong dividend yield and a mid-range P/E.
Positive Factors
Recurring rental-income model
Rental income from occupied commercial properties provides a recurring operating base, while leasing, rent reviews, extensions and refurbishments can support occupancy and income. This model gives the company an identifiable path to ongoing cash generation.
Negative Factors
Recent revenue decline
The latest revenue decline shows that reported income is not steadily compounding and remains sensitive to property-market and valuation-related fluctuations. If this weakness persists, it could reduce operating capacity and make future earnings less predictable.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring rental-income model
Rental income from occupied commercial properties provides a recurring operating base, while leasing, rent reviews, extensions and refurbishments can support occupancy and income. This model gives the company an identifiable path to ongoing cash generation.
Read all positive factors
AEW UK REIT (AEWU) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£157.72M
Dividend Yield8.22%
Average Volume (3M)264.17K
Price to Earnings (P/E)15.5
Beta (1Y)0.64
Revenue Growth-3.39%
EPS Growth-59.21%
CountryUK
EmployeesN/A
SectorGeneral
Sector StrengthN/A
IndustryREIT - Diversified
Share Statistics
EPS (TTM)0.06
Shares Outstanding158,674,740
10 Day Avg. Volume277,169
30 Day Avg. Volume264,169
Financial Highlights & Ratios
PEG Ratio-0.27
Price to Book (P/B)0.91
Price to Sales (P/S)6.84
P/FCF Ratio11.95
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.08
Revenue Forecast (FY)£18.90M
AEW UK REIT Business Overview & Revenue Model
Company Description
AEW UK REIT plc, identified on the LSE as AEWU.L, is committed to providing substantial total returns for its investors. The company achieves this by primarily channeling its investments into more modest commercial properties, typically those valu...
How the Company Makes Money
AEW UK REIT makes money primarily by earning rental income from tenants occupying its UK commercial properties. This rent (net of property operating costs such as maintenance, insurance, service charges not recoverable from tenants, and property m...
AEW UK REIT Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
72
Positive
Cash Flow
78
Positive
| Breakdown | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 22.95M | 31.30M | 24.34M | 20.72M | 19.91M |
| Gross Profit | 15.95M | 31.30M | 17.48M | 12.27M | 12.62M |
| EBITDA | 11.83M | 0.00 | 13.35M | 11.45M | 11.88M |
| Net Income | 9.93M | 24.34M | 9.05M | -11.32M | 46.70M |
Balance Sheet | |||||
| Total Assets | 239.97M | 241.45M | 232.41M | 233.77M | 252.31M |
| Cash, Cash Equivalents and Short-Term Investments | 15.17M | 25.99M | 11.40M | 14.31M | 6.77M |
| Total Debt | 60.07M | 59.96M | 59.85M | 59.74M | 53.94M |
| Total Liabilities | 68.01M | 67.01M | 69.66M | 66.67M | 61.21M |
| Stockholders Equity | 171.97M | 174.44M | 162.75M | 167.10M | 191.10M |
Cash Flow | |||||
| Free Cash Flow | 13.13M | 8.65M | 11.73M | 9.82M | 12.32M |
| Operating Cash Flow | 13.13M | 8.65M | 11.73M | 9.82M | 12.32M |
| Investing Cash Flow | -13.33M | 21.23M | -430.00K | 6.94M | -24.99M |
| Financing Cash Flow | -12.41M | -15.28M | -14.21M | -9.21M | 1.99M |
AEW UK REIT Technical Analysis
Negative
107.80
Price Trends
104.38
Negative
104.07
Negative
102.87
Negative
Market Momentum
-1.11
Positive
33.41
Neutral
12.32
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:AEWU, the sentiment is Negative. The current price of 107.8 is above the 20-day moving average (MA) of 102.20, above the 50-day MA of 104.38, and above the 200-day MA of 102.87, indicating a bearish trend. The MACD of -1.11 indicates Positive momentum. The RSI at 33.41 is Neutral, neither overbought nor oversold. The STOCH value of 12.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:AEWU.
AEW UK REIT Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £55.14M | 7.97 | 10.22% | 8.18% | 5.98% | 35.28% | |
69 Neutral | £157.72M | 15.52 | 5.76% | 8.22% | -3.39% | -59.21% | |
61 Neutral | £377.02M | 13.80 | 4.68% | 9.06% | 7.06% | -54.80% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
54 Neutral | £29.87M | -7.27 | -11.17% | 4.76% | ― | ― | |
50 Neutral | £54.73M | -22.04 | -2.93% | 4.95% | -8.87% | -315.15% | |
50 Neutral | £50.30M | -9.58 | -4.75% | 4.18% | 4.77% | -1540.79% |
* General Sector Average
GB:AEWU
AEW UK REIT
97.30
-1.79
-1.80%
GB:PCA
Palace Capital
189.00
-20.94
-9.98%
GB:RLE
Real Estate ate ate Investors
31.30
0.67
2.20%
GB:SREI
Schroder Real Estate ate ate Investment
39.60
-4.83
-10.87%
GB:TOWN
Town Centre Securities
119.50
-2.47
-2.03%
GB:AIRE
Alternative Income REIT Plc
68.50
2.46
3.73%
AEW UK REIT Corporate Events
Business Operations and Strategy
AEW UK REIT to Brief Investors in Live UK Webinar
Positive
Sep 28, 2026
AEW UK REIT will outline its strategy of investing in smaller UK commercial assets and active asset management approach in a live investor webinar hosted by UK Investor Magazine on 29 September 2026. Portfolio manager Laura Elkin and assistant por...
Business Operations and StrategyExecutive/Board ChangesStock BuybackDividendsShareholder Meetings
AEW UK REIT AGM Resolutions Pass Amid Shareholder Dissent on Board Re-elections
Neutral
Sep 9, 2026
AEW UK REIT PLC reported that all resolutions at its Annual General Meeting on 9 September 2026 were passed by poll, including approvals of the annual report, remuneration framework, dividend policy, share allotment authorities and an amended inve...
Business Operations and StrategyFinancial Disclosures
AEW UK REIT Schedules Investor Presentation on Q2 2026 Performance
Positive
Sep 1, 2026
AEW UK REIT will host a pre-recorded investor presentation on 3 September 2026 via the Investor Meet Company platform, covering its performance for the three months to 30 June 2026 and giving shareholders insight into portfolio management. Existin...
Business Operations and StrategyDividendsFinancial DisclosuresPrivate Placements and Financing
AEW UK REIT lifts income and maintains dividend as portfolio values edge higher
Positive
Aug 26, 2026
AEW UK REIT reported an unaudited net asset value of £171.05 million, or 107.80 pence per share, as at 30 June 2026, a small decline from the previous quarter despite a 0.11% like-for-like portfolio valuation uplift and a NAV total return of ...
Business Operations and StrategyM&A Transactions
AEW UK REIT Drops Bid for Alternative Income REIT After Glenstone Opposition
Negative
Aug 26, 2026
AEW UK REIT has formally withdrawn its interest in pursuing an all-share offer for Alternative Income REIT after major AIRE shareholder Glenstone refused to support a combination, despite the AIRE board indicating backing for AEW’s proposal....
Business Operations and StrategyExecutive/Board Changes
AEW UK REIT Strengthens Board with Appointment of Kavita Patel as Independent NED
Positive
Aug 7, 2026
AEW UK REIT has appointed Kavita Patel as an independent non-executive director, effective 9 September 2026, succeeding Katrina Hart, who retires after nine years on the board. Patel brings 25 years of legal and governance experience in the financ...
Business Operations and StrategyDividends
AEW UK REIT Extends 2p Quarterly Dividend Streak With New Interim Payout
Positive
Jul 29, 2026
AEW UK REIT has declared an interim dividend of 2.00 pence per share for the quarter from 1 April to 30 June 2026, payable on 4 September to shareholders on the register as of 7 August, with shares trading ex‑dividend from 6 August. Investor...
Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
AEW UK REIT Sets Regulatory Deadline for Possible Offer on AIRE
Neutral
Jul 16, 2026
AEW UK REIT has clarified the timetable for its potential offer for AIRE, stating it has until 5:00 p.m. on 28 August 2026 to announce a firm intention to make an offer or to confirm it will not proceed. The deadline, set under UK Takeover Code ru...
Business Operations and StrategyM&A Transactions
AEW UK REIT Weighs All-Share Bid for Alternative Income REIT Amid Rival Glenstone Offer
Positive
Jul 16, 2026
AEW UK REIT has confirmed it is considering an all-share offer for Alternative Income REIT, proposing 0.725 AEW UK REIT shares for each AIRE share based on relative net asset values with a 6 per cent discount applied to AIRE. The contemplated comb...
Business Operations and StrategyDividendsM&A Transactions
AEW UK REIT Weighs All-Share Bid for Alternative Income REIT
Positive
Jul 16, 2026
AEW UK REIT is weighing an all-share offer for Alternative Income REIT that would combine two UK property trusts with aligned portfolios, aiming to achieve greater diversification, increased scale and lower operating costs. The proposed exchange r...
Regulatory Filings and ComplianceShareholder Meetings
AEW UK REIT Sets September Date for Annual General Meeting
Neutral
Jul 13, 2026
AEW UK REIT PLC has published the notice of its Annual General Meeting following the release of its Annual Report and Financial Statements for the year ended 31 March 2026. The AGM is scheduled for 9 September 2026 at 8 Bishopsgate in the City of ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.