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    How Warehouses De Pauw’s Higher 2026 Dividend Will Impact Warehouses De Pauw (ENXTBR:WDP) Investors

    Simply Wall St·12/17/2025 15:23:51
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    • Warehouses De Pauw SA has announced an increased annual dividend of €0.8610 per share, already paid on May 5, 2026, following an ex-date of April 30 and a record date of May 4.
    • This higher cash payout highlights management’s willingness to return more capital to shareholders, potentially reinforcing confidence in the company’s cash generation and balance-sheet strength.
    • We’ll now examine how this higher annual dividend commitment feeds into Warehouses De Pauw’s existing investment narrative around income resilience and growth.

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    Warehouses De Pauw Investment Narrative Recap

    To own Warehouses De Pauw, you need to believe in the long term demand for logistics real estate and the company’s ability to keep assets highly occupied while managing tenant churn and investment timing. The higher €0.8610 dividend underlines the income case but does not materially change the near term balance between the key catalyst of high occupancy and the risk from slowing tenant demand and rising vacancy.

    The recent confirmation of 2026 EPS guidance at €1.53 is particularly relevant alongside the increased dividend, as it frames how comfortably earnings are expected to cover this higher cash payout. For income focused investors, the interaction between that guidance, the current 98% occupancy and the expected drop in tenant retention will likely be central to judging how resilient this dividend trajectory really is.

    Yet investors should also be aware that slowing tenant demand could still...

    Read the full narrative on Warehouses De Pauw (it's free!)

    Warehouses De Pauw's narrative projects €480.5 million revenue and €444.7 million earnings by 2028. This requires 1.8% yearly revenue growth and about a €164.8 million earnings increase from €279.9 million today.

    Uncover how Warehouses De Pauw's forecasts yield a €26.99 fair value, a 27% upside to its current price.

    Exploring Other Perspectives

    ENXTBR:WDP 1-Year Stock Price Chart
    ENXTBR:WDP 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span a very wide range from €0.32 to €26.15, showing how far opinions can diverge. Against this, concerns about weaker tenant demand and potential delays to new developments raise important questions about how sustainable current earnings and dividends might be, so it makes sense to compare several of these viewpoints before deciding what you think WDP is worth.

    Explore 5 other fair value estimates on Warehouses De Pauw - why the stock might be worth as much as 23% more than the current price!

    Build Your Own Warehouses De Pauw Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.