Sirius Real Estate rent roll rose 11.30 percent: GBp 110 target for Sirius Real Estate stock

Published on 10/13/2026 at 02:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sirius Real Estate stock saw 11.30 percent rent roll growth in the half year. Results are due November 16, 2026 after 5.10 percent like-for-like growth.

Key points in brief

Sirius Real Estate reported 11.30 percent rent roll growth for the half year ended September 30, 2026.
Like-for-like rent roll increased 5.10 percent, while acquisitions totaled EUR 150.0 million.
Jefferies reiterated a Buy rating with a GBp 110.00 price target on October 5, 2026.
Sirius Real Estate stock was last quoted at EUR 1.05 at Lang & Schwarz on October 12, 2026.

Sirius Real Estate, GG00B1W3VF54, Illustration mit AI erstellt.

Sirius Real Estate rent roll rose 11.30 percent in the six months ended September 30, 2026, while Jefferies reiterated a Buy rating and a GBp 110.00 price target on October 5, 2026. The latest trading update points to acquisition-led expansion alongside 5.10 percent like-for-like growth, giving the property company a concrete operating catalyst ahead of its interim results.

Acquisitions lift rental income

According to Investegate on October 5, 2026, overall rent roll grew 11.30 percent year on year in the half year, with like-for-like rent roll up 5.10 percent. Sirius deployed EUR 150.0 million into acquisitions at gross yields above 8.00 percent, including business parks in Kiel and Fulda.

The funding profile also changed during the period. Sirius repaid a EUR 400.0 million corporate bond in June 2026, completed EUR 185.1 million of bond taps and retained more than EUR 250.0 million of liquidity, according to the same trading update.

What 5.10 percent organic growth means

The organic component matters because it separates asset purchases from performance within the existing portfolio. Sirius said Germany and the U.K. delivered broadly similar organic growth, while acquisition-driven growth was concentrated in Germany, making the 11.30 percent headline increase a combination of internal execution and expansion.

The company also increased its exposure to defense-related occupiers through the Kiel and Fulda purchases. Its net portfolio yield stood above 7.00 percent and its weighted average cost of debt was 3.50 percent in the trading update, leaving liquidity as the key buffer for further acquisitions.

Jefferies targets GBp 110.00

Markets Insider reported on October 5, 2026 that Jefferies analyst Sarim Chaudhry reiterated a Buy rating and a GBp 110.00 target. The same report cited an average analyst target of GBp 122.00, while Berenberg maintained a Buy rating with a GBp 134.00 target.

Three dated operating signals

On June 1, 2026, Sirius reported fiscal-year revenue of EUR 347.5 million, up 9.40 percent year on year, according to FINCHANNEL. On September 24, 2026, Chief Executive Andrew Coombs purchased 100,000 ordinary shares, as Investegate reported. On October 5, 2026, the company reported 11.30 percent half-year rent roll growth.

Next dated milestone

Sirius will announce results for the six months ended September 30, 2026, on November 16, 2026, with an analyst and investor presentation scheduled for the same date, according to Investegate.

Last euro indication before results

Sirius Real Estate was last quoted at EUR 1.05 at Lang & Schwarz on October 12, 2026 at 11:00 p.m. CEST. The LSE share-price range for the period was GBp 85.85 to GBp 113.00 as of October 12, 2026, placing the London quote near the lower end of that range.

The further course of trading is shown by the continuously updated real-time quote of Sirius Real Estate stock.