Dividend compounder review

LRE

Lancashire Holdings Limited · LSE · GB

Financial Services · Insurance - Specialty

Score79.50/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 16.5 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 20.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 25.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 13.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 5.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years17
Dividend Yield2.89%
Payout Ratio20.7%
Dividend Cut 5YYes
Net Income£293.4M
Free Cash Flow£318.7M
FCF Covers DividendYes
Debt / Equity0.32
P/E7.0
Revenue Growth 5Y33.9%
Net Margin18.8%
ROE19.5%
Price vs Trend1.8%
3Y Return15.8%
5Y Return-1.2%
CurrencyGBP
Warnings

Review flags

Price currency GBP differs from financial currency USD.
Dividend cut or material annual decrease detected in the last five completed years.
Dividend diary

Activity record

LRE dividend review warning Warning · Warning

Dividend cut or material annual decrease detected in the last five completed years.

Dividend cut -67.6% Dividend Cut · Negative

Payment changed from 37 to 12.

LRE dividend payment 12 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

Dividend decreased -35.1% Dividend Decrease · Negative

Payment changed from 57 to 37.

LRE dividend payment 37 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

Dividend increased 850.0% Dividend Increase · Positive

Payment changed from 6 to 57.

LRE dividend payment 57 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

Dividend cut -50.0% Dividend Cut · Negative

Payment changed from 12 to 6.

LRE dividend payment 6 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

Dividend decreased -40.0% Dividend Decrease · Negative

Payment changed from 20 to 12.

LRE dividend payment 12 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

Dividend cut -65.5% Dividend Cut · Negative

Payment changed from 58 to 20.

LRE dividend payment 20 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 58 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 5.82 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 11.97 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 39.2 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 40.23 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.

LRE dividend payment 3.931 GBP Dividend Payment · Info

Recorded dividend payment for Lancashire Holdings Limited.