LEGAL & GENERAL GROUP PLC ORD 2 1/2P chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share -0.00
Dividend & Yield0.19£ (7.99%)
Beta 1.47
Market capitalization 13.82B
Operating cash flow 9.56B
ESG Scores 16.7

Company description

Legal & General Group Plc provides various insurance products and services in the United Kingdom, the United States, and internationally. It operates in four segments: Legal & General Retirement (LGR), Legal & General Investment Management (LGIM), Legal & General Capital (LGC), and Legal & General Insurance (LGI). The LGR segment offers annuity contracts with guaranteed income for a specified time; longevity insurance products; lifetime mortgages; lifetime care plans; retirement interest only mortgages; and workplace savings scheme that provides corporate pension scheme solutions. The LGIM segment offers index fund management; active fixed income funds and liquidity funds; active equity management; solution and liability driven investment; multi-asset funds; corporate pension scheme solutions; and real assets. The LGC segment provides investment strategy and implementation, and direct investment and structuring services. The LGI segment offers protection products, such as health, disability, critical illness, and accident; individual term assurance; reinsurance; savings and death benefits; and annuities. It is also involved in the unit trust and institutional fund management, mortgage finance, treasury, building project and modular housing development, general insurance, and open-ended investment businesses. In addition, the company engages in the investment, operation, management, trading, and letting and operation of leased real estate; and construction of commercial buildings, financial intermediation, pension tracing and transfer, insurance agents and brokers, fund general partner, commercial lending, venture capital investing, contractual scheme, investor alternative investment fund, collective asset-management, and investment management activities; and provision of investment advisory, business information consultancy, and technology services. Legal & General Group Plc was founded in 1836 and is headquartered in London, the United Kingdom.

Sector: Financial Services - Industry: Asset Management

Financial Ratios
Quick Ratio0.48
Working Capital-0.07
Return On Equity0.19
Debt To Equity0.47
Fixed Asset Ratio0
Fixed Interest Cover12.45

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities -205M 138M -457M 133M
Net Borrowings 635M 318M 548M -386M
Total Cash From Financing Activities -281M -692M -29M -1.5B
Change To Operating Activities -14.75B 58.28B 25.19B 19.09B
Issuance Of Stock 4M 8M 501M 6M
Net Income 1.83B 1.83B 1.61B 2.05B
Change In Cash -1.6B -4.17B 3.79B -1.53B
Effect Of Exchange Rate 16M -16M -28M 8M
Total Cash From Operating Activities -361M -3.29B 4.3B -169M
Depreciation 44M 71M 73M 142M
Change To Account Receivables
Other Cashflows From Financing Activities 12M
Change To Netincome 22.89B -45.44B -29.09B -26.07B
Capital Expenditures -401M -89M -198M -205M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 2.13B 2.16B 1.5B 2.63B
Net Income 1.83B 1.83B 1.61B 2.05B
Selling General Administrative 4M 4M 4M 4M
Gross Profit 2.89B 3.42B 3.22B 4.44B
Ebit 2.35B 2.42B 1.8B 2.98B
Operating Income 2.35B 2.42B 1.8B 2.98B
Interest Expense -203M -221M -244M -239M
Income Tax Expense 364M 369M 218M 589M
Total Revenue 10.99B 19.72B 18B 9.65B
Cost Of Revenue 8.1B 16.31B 14.78B 5.21B
Total Other Income ExpenseNet -218M -269M -305M -343M
Net Income From Continuing Ops 1.76B 1.79B 1.28B 2.04B
Net Income Applicable To Common Shares 1.83B 1.83B 1.6B 2.03B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 483.87B 551.64B 560.6B 571.7B
Total Stockholder Equity 8.58B 9.04B 10B 10.98B
Other Current Liabilities 30.01B 30.93B 7.08B 4.91B
Total Assets 492.52B 560.74B 570.57B 582.64B
Common Stock 149M 149M 149M 149M
Other Current Assets 30.97B 30.79B 7.37B 7.64B
Retained Earnings 7.26B 7.75B 8.22B 9.23B
Treasury Stock 178M 140M 618M 592M
Cash 17.32B 13.92B 18.02B 16.49B
Total Current Liabilities 73.79B 87.85B 77.57B 62.62B
Other Stockholder Equity 230M 205M 693M 691M
Property, Plant, and Equipment 57M 298M 274M 316M
Total Current Assets 48.71B 45.18B 34.75B 32.34B
Net Tangible Assets 8.3B 8.79B 9.6B 10.55B
Net Receivables 418M 468M 6.92B 5.88B
Accounts Payable


Insider Transactions

Here are the insider transactions of stock shares related to LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Wilson (Nigel David)Bought at price 2.43 per share.D2022-10-0392
Licence (Stephen)Bought at price 2.43 per share.D2022-10-03103
Lewis (Ric)Bought at price 2.42 per share.D2022-10-031.49k
Hardaker-Jones (Emma)Bought at price 2.43 per share.D2022-10-03103
Davies (Stuart Jeffrey)Bought at price 2.43 per share.D2022-10-0391
Timms (Geoffrey J.)Bought at price 2.43 per share.D2022-10-0373
Von Bismarck (Nilufer)Bought at price 2.42 per share.D2022-10-033.06k
Knight (Christopher)Bought at price 2.43 per share.D2022-10-0392
Kingman (Sir John)Bought at price 2.45 per share.D2022-10-03759
Baldock (Henrietta)Bought at price 2.42 per share.D2022-10-031.1k
Procter (Kerrigan)Bought at price 2.43 per share.D2022-10-0392
Hickman (Bernard)Bought at price 2.43 per share.D2022-10-03103
Hickman (Bernard)Bought at price 2.59 per share.D2022-09-26862
Hardaker-Jones (Emma)Bought at price 2.59 per share.D2022-09-26129
Licence (Stephen)Bought at price 2.59 per share.D2022-09-26188
Lewis (George)Bought at price 2.59 per share.D2022-09-261.16k
Wilson (Nigel David)Bought at price 2.59 per share.D2022-09-26596
Von Bismarck (Nilufer)Bought at price 2.59 per share.D2022-09-26695
Wade-Gery (Laura)Bought at price 2.59 per share.D2022-09-26220
Kingman (Sir John)Bought at price 2.59 per share.D2022-09-263.17k
Kingman (Sir John)Bought at price 2.83 per share.D2022-09-01672
Knight (Christopher)Bought at price 2.84 per share.D2022-09-0180
Lewis (George)Bought at price 2.83 per share.D2022-09-011.09k
Lewis (Ric)Bought at price 2.83 per share.D2022-09-011.3k
Licence (Stephen)Bought at price 2.84 per share.D2022-09-0190
Hardaker-Jones (Emma)Bought at price 2.84 per share.D2022-09-0190
Hickman (Bernard)Bought at price 2.84 per share.D2022-09-0190
Timms (Geoffrey J.)Bought at price 2.84 per share.D2022-09-0165
Von Bismarck (Nilufer)Bought at price 2.83 per share.D2022-09-012.1k
Procter (Kerrigan)Bought at price 2.84 per share.D2022-09-0179
Davies (Stuart Jeffrey)Bought at price 2.84 per share.D2022-09-0180
Wilson (Nigel David)Bought at price 2.84 per share.D2022-09-0179
Baldock (Henrietta)Bought at price 2.83 per share.D2022-09-01956
Morzaria (Tushar)Bought at price 3.24 per share.D2022-08-0920k
Baldock (Henrietta)Bought at price 3.26 per share.D2022-08-01839
Hardaker-Jones (Emma)Bought at price 3.25 per share.D2022-08-0183
Licence (Stephen)Bought at price 3.25 per share.D2022-08-0183
Lewis (George)Bought at price 3.26 per share.D2022-08-011.05k
Lewis (Ric)Bought at price 3.26 per share.D2022-08-011.15k
Knight (Christopher)Bought at price 3.25 per share.D2022-08-0183
Kingman (Sir John)Bought at price 3.25 per share.D2022-08-01620
Wilson (Nigel David)Bought at price 3.25 per share.D2022-08-0174
Von Bismarck (Nilufer)Bought at price 3.26 per share.D2022-08-011.98k
Timms (Geoffrey J.)Bought at price 3.25 per share.D2022-08-0160
Hickman (Bernard)Bought at price 3.25 per share.D2022-08-0183
Davies (Stuart Jeffrey)Bought at price 3.25 per share.D2022-08-0173
Procter (Kerrigan)Bought at price 3.25 per share.D2022-08-0174
Procter (Kerrigan)Bought at price 2.93 per share.D2022-07-0180
Lewis (Ric)Bought at price 2.93 per share.D2022-07-011.25k
Licence (Stephen)Bought at price 2.93 per share.D2022-07-0191
Lewis (George)Bought at price 2.93 per share.D2022-07-011.16k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Here is the result of two systematic investment strategies applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the equity curve of the two systematic investment strategies applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 23.33% on the backtest period.

Performance at glance

Performance

23.33 %

Latent gain

501.0 £

Invested capital

2147.7 £

Annualized return

5.66 %
Build your Trading System
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Momentum strategy results on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

This is the result of two momentum investment strategies applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows all the entries opened by the momentum investment system on LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P momentum entries
  • The first momentum investment strategy would give 18.35% of return on LEGAL & GENERAL GROUP PLC ORD 2 1/2P. That represents 958.45£ of latent gain with 5221.85£ of employed capital.
  • The second momentum investment strategy would give 19.2% of return on LEGAL & GENERAL GROUP PLC ORD 2 1/2P. That represents 521.35£ of latent gain with 2715.95£ of employed capital.
Performance at glance (1Q Momentum)

Performance

18.35 %

Latent gain

958.45 £

Invested capital

5221.85 £

Annualized return

6.22 %
Performance at glance (2Q Momentum)

Performance

19.2 %

Latent gain

521.35 £

Invested capital

2715.95 £

Annualized return

5.27 %

Momentum equity curve on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the equity curve of the two momentum strategies applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P momentum equity

Note: the dividends potentially given by LEGAL & GENERAL GROUP PLC ORD 2 1/2P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the employed capital evolution of the two momentum strategies on LEGAL & GENERAL GROUP PLC ORD 2 1/2P since the beginning:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Buy the dip entry openings on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The performance achieved by the robo-advisor on LEGAL & GENERAL GROUP PLC ORD 2 1/2P is 13.19%. That represents 34.3$ of latent gain with 260.0£ of employed capital. The following chart shows LEGAL & GENERAL GROUP PLC ORD 2 1/2P stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of LEGAL & GENERAL GROUP PLC ORD 2 1/2P, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

13.19 %

Latent gain

34.3 £

Invested capital

260.0 £

Annualized return

6.22 %

Equity curve of the strategy applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the result of the investment strategy applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Note: the dividends potentially given by LEGAL & GENERAL GROUP PLC ORD 2 1/2P are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the employed capital evolution since the beginning of the investment strategy on LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

In this section, I will compare the three previous investment strategies applied to LEGAL & GENERAL GROUP PLC ORD 2 1/2P.

Equity curve comparison on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

LEGAL & GENERAL GROUP PLC ORD 2 1/2P investment strategy comparison

Employed capital comparison on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

LEGAL & GENERAL GROUP PLC ORD 2 1/2P investment comparison

Performance comparison on LEGAL & GENERAL GROUP PLC ORD 2 1/2P

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 23.33% 501.0£ 2147.7£ 5.66%
Momentum 1 quarter 18.35% 958.45£ 5221.85£ 4.73%
Momentum 2 quarters 19.2% 521.35£ 2715.95£ 5.27%
Non-directional 13.19% 34.3£ 260.0£ 6.22%
Annualized return comparison

Automatic investment

5.66 %

Momentum 1Q

5.27 %

Momentum 2Q

5.27 %

Non-directional

6.22 %

Correlated stocks

Here are the most positively and negatively correlated stocks with LEGAL & GENERAL GROUP PLC ORD 2 1/2P:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between LEGAL & GENERAL GROUP PLC ORD 2 1/2P and the other stocks. There may be false positives or some missing correlated stocks. If the price of LEGAL & GENERAL GROUP PLC ORD 2 1/2P does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name LEGAL & GENERAL GROUP PLC ORD 2 1/2P
Country United Kingdom
City London
Address One Coleman Street
Phone 44 20 3124 2000
Website www.legalandgeneralgroup.com
FullTime employees 10743
Industry Asset Management
Sector Financial Services
Exchange XLON
Ticker LGEN.XLON
Market www.londonstockexchange.com

LEGAL & GENERAL GROUP PLC ORD 2 1/2P ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 1.1
Peer Environment Performance 1.4494680851064
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 7.4
Peer Social Performance 8.7667021276596
Social Percentile unknown
Highest Controversy 1
Peer Highest Controversy Performance 1.46875
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Product & Service IncidentsCustomer IncidentsSociety & Community Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 8.2
Peer Governance Performance 10.650425531915
Governance Percentile unknown

ESG at glance
Total ESG Scores: 16.7
Environment Score: 1.1
Social Score: 7.4
Governance Score: 8.2

ESG Performance: UNDER_PERF

Peer Group: Insurance

Peer Esg Score Performance: 21.185416666667

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 15