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Smiths News

SNWS · Main Market · Industrial Goods and Services · mcap £184m · 74.4p

Smiths News distributes newspapers and magazines from publishers to retailers across the UK, earning fees on volumes handled. It is adding services such as early-morning supply chain work and collectables to offset the long decline in print volumes.

Recent signals

Positive 29 Sep 2026

FY2026 results expected ahead of market expectations on record £3m World Cup contribution

Guidance moved from in line to ahead of the £37.2m consensus. 29 Sep 2026

Positive 6 Aug 2026

Aberforth Partners increased its stake from 14.15% to 17.21%

A large institutional holder has steadily added shares over the period. 6 Aug 2026 12 Dec 2024

Positive 17 Jul 2026

Four major contract wins (News UK, ANL, Frontline, Seymour) worth c.£335m incremental annual revenue

Extends contracts to 2037 and requires a national network build; earnings accretive from FY2028 onwards, with guidance due 4 November 2026. 17 Jul 2026 29 Jun 2026 17 Jun 2026

Negative 6 May 2026

Pensions Regulator Warning Notice on possible Financial Support Direction over Tuffnells scheme

Contingent liability; Section 75 debt £3.467m cited, outcome and amount unknown. 6 May 2026 23 Feb 2026

Positive 12 Dec 2025

Non-executive directors Malhotra and Rabey bought shares in Nov-Dec 2025

Small open-market purchases by two independent directors. 12 Dec 2025 14 Nov 2025

From the company's own announcements · not investment advice

Company filings. Not investment advice.

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