Wereldhave N.V./€WHA

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About Wereldhave N.V.

Wereldhave N.V. is a real estate investment trust (REIT) based in the Netherlands, specializing in the development and management of retail properties. The company's portfolio primarily includes shopping centers, with a focus on creating convenient, full-service retail environments for everyday needs. Founded in 1930, Wereldhave has adapted its business model over the years to align with changing consumer preferences, including an emphasis on community-driven shopping experiences. The company operates primarily in the Netherlands but also has significant operations in Belgium. Wereldhave's strategic approach includes enhancing the sustainability and digital capabilities of its properties, leveraging its longstanding presence in core markets to maintain a strong local footprint. The headquarters is located in Schiphol, Netherlands.
Ticker
€WHA
Primary listing
AEX
Employees
122

Wereldhave N.V. Metrics

BasicAdvanced
€841M
12.43
€1.44
0.92
€1.30
7.24%

Bulls say / Bears say

Underlying leasing momentum remains constructive: H1 2026 like-for-like gross rental income grew 4.3% in the core portfolio, core occupancy remained around 98%, and footfall increased 2.3% in the Netherlands. Management reaffirmed FY 2026 direct result per share guidance of €1.85–€1.95. (Wereldhave H1 2026 results)
The balance sheet has gained funding visibility through the refinancing of the €250 million revolving credit facility and a new €60 million, 10-year US private placement. The weighted-average debt term increased to 4.3 years, and Fitch reaffirmed Wereldhave’s BBB rating with a stable outlook. (Wereldhave refinancing announcement; Wereldhave H1 2026 results)
The LifeCentral strategy is generating potential external-growth and redevelopment catalysts: Wereldhave completed ownership of the Ville2 shopping center in Charleroi, acquired a fully let HEMA unit at Overvecht at a reported 9% net initial yield, and is advancing mixed-use and tenant-upgrade projects at Cityplaza and Knauf Shopping Schmiede. These initiatives could support rental growth, asset values and other-income expansion if execution remains on track. (Wereldhave Q1 2026 trading update; Wereldhave H1 2026 results)
Leverage remains above management’s target: net loan-to-value was 44.1% at June 30, 2026 versus a 35–40% target, while net debt increased 6.0% from year-end 2025. Management is considering equity-backed acquisitions, joint ventures and disposals to reduce leverage, creating execution and potential dilution risk. (Wereldhave H1 2026 results)
Higher financing costs are weighing on earnings: H1 net interest expense rose to €20.9 million from €19.2 million, while basic EPS fell 14.9% year over year to €0.86. This pressure could persist if benchmark rates remain elevated or refinancing costs rise further. (Wereldhave H1 2026 results)
Management continuity is a near-term risk after designated CFO Marcel Eggenkamp departed in May 2026 after only joining earlier in the year; the role is being covered on an interim basis while a successor is sought. Separately, Wereldhave Belgium reported a decline in total-portfolio occupancy to 96.7% and NAV per share to €71.86 at June 30, 2026. (Wereldhave CFO announcement; Wereldhave Belgium H1 2026)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

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