Sage Group PLC

Sage Group is a technology provider that assists to manage businesses of all sizes. Co. provides a suite of cloud business management solutions and services including accounting, financials, enterprise management, people, payroll, payments and banking, as well as marketplace apps that can be provisioned to match the exact needs of any business. Co. has three reportable segments in which it operates, being Northern Europe (the U.K. and Ireland), Central and Southern Europe (Germany, Switzerland, Poland, France and Portugal) and NorthAmerica (the U.S., Canada and North America Intacct).
  • TickerSGE
  • ISINGB00B8C3BL03
  • ExchangeLondon Stock Exchange
  • SectorSoftware & Computer Services
  • CountryUnited Kingdom

Analysts

The Sage Group plc

The Sage Group plc

The Sage Group plc

Gregory Ramirez

SAGE GROUP: Acquisition of AutoEntry: adding automation to Sage Business Cloud | NEUTRAL | 690p

SAGE GROUP - NEUTRAL | 690p Acquisition of AutoEntry: adding automation to Sage Business Cloud AutoEntry automates data entry for accountants and bookkeepers This acquisition accelerates Sage’s ambitions in SaaS We do not expect a material impact of this deal to our forecasts

Gregory Ramirez

SAGE GROUP NEUTRAL | 690p

Sage Pay is up for sale Sage confirmed it was evaluating strategic options for Sage Pay A disposal would be in line with Sage’s strategy We consider Sage Pay could reasonably to sold for 20x EBIT We expect a potential slight negative impact to EPS

Gregory Ramirez

SAGE GROUP: Q3 FY19 call feedback: a more cautious stance | NEUTRAL | 690p vs. 710p (-6%)

SAGE GROUP - NEUTRAL | 690p vs. 710p (-6%) Q3 FY19 call feedback: a more cautious stance The move to subscription is working well The accelerated decline in SSRS burdens the operating margin We adopt a more cautious scenario We reiterate our Neutral rating and cut our Fair Value to 690p

1 director maiden bought

A director at Sage Group maiden bought 10,000 shares at 680p and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

An unfavourable environment weighs on THE SAGE GROUP PLC., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of THE SAGE GROUP PLC. (GB), active in the Software industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date August 23, 2019, the closing price was GBp 687.60 and its target price was estimated at GBp 653.22.

Sage Group Plc

Sage Group Plc

Sage Group Plc

Sage Group Plc

Sage Group PLC – Proxinvest Corporate Governance Rating ® : A

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Sage - February 27, 2019

Leadership ChangesStephen Kelly stepped down as a Director and CEO on 31 August 2018. Steve Hare was appointed CEO on 2 November 2018. No information regarding the succession process has been provided. Item 13: Approve the Remuneration ReportThis relates to Stephen Kelly, the former CEO. The structure of remuneration is generally satisfactory, though maximum total variable remuneration slightly exceeds guidelines. As no bonus was paid, the concerns over the overlap of performance conditions is slightly mitigated. The severance payment does not appear excessive, though this depends partially o...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Equity Strategy

Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotiate, and that tariffs would increase from 10% to 25%. The tariff escalation contributed to uptrend br...

Valérie GASTALDY

Analyse court terme - SAGE GROUP PLC : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 532,00 p. La tendance de fond serait remise en cause en cas de franchissement de 699,80 p.

Valérie GASTALDY

Short term view - SAGE GROUP PLC : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 532.00 p. The background trend would be questioned should prices rise above 699.80 p.

Valérie GASTALDY

Analyse court terme - SAGE GROUP PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 532,00 p, puis 460,60 p. Le franchissement de 699,80 p remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - SAGE GROUP PLC : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at 532.00 p, then 460.60 p. Passing 699.80 p would question the continuation of the fall.

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