Aedifica/€AED

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About Aedifica

Aedifica is a Belgian real estate investment trust (REIT) specializing in the healthcare real estate sector, particularly in elderly care homes. Founded in 2005 and headquartered in Brussels, Belgium, Aedifica's portfolio spans several European countries, including Belgium, the Netherlands, Germany, Finland, and the United Kingdom. The company focuses on acquiring, developing, and managing properties that meet the needs of Europe’s aging population, positioning itself strategically within the healthcare infrastructure space. Aedifica's competitive strengths lie in its specialization in a growing sector, comprehensive market knowledge, and long-standing relationships with care home operators. These capabilities enable it to effectively navigate the challenges and opportunities within the healthcare real estate market. Sources: Aedifica company website and annual reports.
Ticker
€AED
Primary listing
BSE
Employees
127
Headquarters
Brussels, Belgium

Aedifica Metrics

BasicAdvanced
€5.5B
6.04
€10.90
0.96
€2.80
4.26%

What the Analysts think about Aedifica

Majority rating from 16 analysts.
Buy
Analyst ratings by month
MonthBuyHoldSellAnalystsMajority rating
July 202393113Buy
August 2023103114Buy
September 202395115Buy
October 202386115Buy
November 202378116Hold
December 202378116Hold
January 202487116Buy
February 202487116Buy
March 202486115Buy
April 202496116Buy
May 202496116Buy
June 202496116Buy

Bulls say / Bears say

The completed Cofinimmo merger creates a larger European healthcare real-estate platform, with management targeting at least €16 million of annual run-rate synergies by 2027. The combined scale should improve operating efficiency, market access, and financing capacity. (Aedifica H1 2026 financial report)
Aedifica’s healthcare portfolio remained highly defensive at June 30, 2026, with 924 care properties, 99.7% healthcare occupancy, and a 16-year weighted average unexpired lease term. Operator occupancy and rent-cover metrics were also improving in several major markets, supporting cash-flow resilience. (Aedifica H1 2026 financial report)
H1 2026 EPRA earnings increased to €189.9 million from €123.3 million, while management maintained a full-year outlook of €436 million EPRA earnings, €5.35 EPRA earnings per share, and a €4.20 gross dividend. This indicates continued earnings growth and an attractive income proposition if integration proceeds as planned. (Aedifica H1 2026 financial report)
Leverage increased materially after the Cofinimmo combination: net debt/EBITDA rose to 8.3x from 7.8x, while EPRA LTV increased to 42.4% from 40.0% at June 30, 2026. This leaves Aedifica more exposed to refinancing costs and balance-sheet execution risk. (Aedifica H1 2026 financial report)
The Cofinimmo transaction substantially expanded the share count—from 47.6 million at the start of 2026 to 83.5 million after the March capital increase and 92.6 million after the July merger. Although H1 EPRA earnings rose to €189.9 million, EPRA earnings per share increased only modestly to €2.71 from €2.59, highlighting dilution risk. (Aedifica H1 2026 financial report)
Aedifica must dispose of €300 million of Belgian healthcare assets under requirements from Belgian competition authorities, alongside a broader €110 million 2026 asset-rotation target. These disposals could reduce portfolio flexibility and create execution risk if assets are sold at unfavorable valuations. (Aedifica H1 2026 financial report)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

Funds containing Aedifica

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Market data provided by CBOE Europe and Deutsche Börse.