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Covivio
Covivio (COV) investor relations material
Covivio H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary18 Feb, 2026
Executive summary
Achieved strong operating and financial performance in 2025, with recurring net result per share up 6.4% to €4.75 and NAV per share up 3.9% to €82.9.
Maintained a diversified, high-quality portfolio focused on central European locations, hospitality, and German residential assets.
Strategic capital rotation towards core assets and increased exposure to hotels, especially in Southern Europe.
Entered 2026 with positive momentum and guidance for further growth, targeting a 4% increase in recurring result per share.
Portfolio value grew 2.1% like-for-like to €16.0bn (Group share), with high occupancy rates and long lease terms.
Financial highlights
Rental revenues grew 3.7%, driven by 3.4% like-for-like growth, with office rents up 3.4% and hotels up 1.6% despite negative base effects.
Recurring net income (adjusted EPRA Earnings) up 10% to €526.5m; recurring net result per share up 6.4% to €4.75.
Dividend payment increased by 7% to €3.75/share, representing a 7% yield, to be paid in two installments.
Net debt/EBITDA improved to 10.7x; EPRA LTV at 38.9% (potentially below 40% including pending disposals).
Net rental income rose 10% year-over-year to €526.5m; operating income increased 8% to €615.7m.
Outlook and guidance
2026 guidance targets 4% growth in recurring result per share, supported by operating performance, asset management, and ancillary revenues.
Strategic focus on increasing hotel exposure to one-third of the portfolio and enhancing centrality of office assets.
Guidance includes headwinds from CB21 lease indexation and higher financing costs, expected to reverse in 2027.
Quantify hotel portfolio rebalancing by 2026
Residential portfolio: potential value from privatization
Office portfolio: address non-core asset strategy
CB21 re-letting success inform office strategy?
S&D hotel CapEx program: expected value creation?
Cash allocation priorities beyond debt repayment?
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Next Covivio earnings date
Q1 202615 Apr, 2026
Covivio
Next Covivio earnings date
Q1 202615 Apr, 2026
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Frequently asked questions
Covivio S.A. is a European real estate investment firm that focuses on owning, developing, and managing a diversified portfolio of commercial and residential properties. The company operates across several sectors, including office spaces, hotels, and residential properties, with a strong presence in key European cities such as Paris, Milan, and Berlin. Covivio emphasizes sustainable and innovative real estate solutions, aligning its projects with environmental and energy efficiency standards. The company collaborates with corporate clients, hospitality groups, and residential tenants to offer modern, flexible spaces tailored to their needs. The company is headquartered in Paris, France, and its shares are listed on Euronext Paris.
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