Wednesday, 5 August 2015

Legal & General - Nigel is still making plans

Legal & General (LGEN.L): The Nigel Wilson designed Legal & General just keeps sailing on. It has always been about cash generation driving dividend growth in this new model. So it is no surprise that today’s interims, to 30th June 2015, lead off with the bullet point that net cash generation is up 11% to £629m. Operating profit is up 18% to £750m, whilst adjusted eps are up 15% to 9.79p. On the back of this there has been another big dividend increase, with the interim up 19% to 3.45p. Operational progress is on several fronts.  On the asset side, AUM is up 12% to £714.6bn and external net flows up 62% to £13.8bn. On the life side, annuity assets are up 13% to £43.4bn, although the lumpy bulk purchase annuity premiums fell back from £3,135m to £1,146m, whilst UK protection premiums were up 4% at 774m. The newer direct investments line was up 35% to £6.2bn. The tidying up process continues with the exit from venture capital, closure of the with-profits-fund, whilst exiting Ireland, Egypt and the Gulf, with France and Germany on the block.

Their strategy going forward is based on five identified trends, as follows. They are addressing ageing demographics through Liability Driven Investment solutions, such as bulk annuities.   As asset markets globalise, L&G are growing in the US and Asia. UK pension and welfare reform is leading to an increased need for self-provision and measures such as auto-enrollment are increasing participation. The challenge is to keep pace with the rule changes, as seen in the collapse of the individual annuity market and now the consultation on the whole area of pension tax relief. The two final trends are to adapt to the increasing use by customers of technology and to take advantage of the bank’s loss of risk appetite to increase direct investments. All these trends look to be multi-year and the group has built up good momentum in recent years. For what its worth, consensus eps for 2015 are heading to 19p, for a PE of 14.1x at 268p. More significantly, the interim dividend is pointing to a total of 13.5p for the year, being a yield of 5.0%. As with Standard Life, the shares have been a bit dull this year, being off their highs of 296p, which were reached in late March, before the election and the latest bunch of Osborne thought bombs. Back at 268p, backed by a 5% yield and positive long-term market trends, the shares look attractive at these levels. (Neil Cumming, 5th August 2015)


These comments are not a personal recommendation to deal. Any investments can fall as well as rise in value, so you could get back less than you invest. I may have a financial interest in some of the stocks written about. www.dividendpower.co.uk or e-mail at info@dividendpower.co.uk  Twitter:  @DividendPower

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