FTSE 250 recruitment specialist PageGroup (LSE: PAGE) has seen its share price fall 25% to date in 2025. And from a five-year excessive in 2021, we’re taking a look at an enormous 62% drop. However might we be taking a look at a high mid-cap restoration purchase now? Quite a bit might rely on the place its dividend goes, with a forecast yield of 6.7%.

The 2024 12 months was a troublesome one throughout the sector. PageGroup reported “worsening sentiment and diminished confidence in Europe through the second half of the 12 months“. However the firm nonetheless lifted its dividend by 4.5%, “reflecting confidence in our technique“. The dividend wasn’t lined by earnings per share (EPS). But when the 63% EPS drop actually is a one-off, that may not be an issue.

What may be an issue nevertheless, is the 2025 outlook being “unsure as a result of more and more unpredictable financial setting“. In a Q1 replace in April, PageGroup mentioned “the slower finish to This autumn 2024 continued into Q1 2025“.

I believe I’ll wait till I see how issues have a look at the 2025 midway stage. But when the dividend holds, I believe it’ll be one to think about as a long-term purchase.

Neglected money cow?

A 34% share price fall over the previous 5 years has pushed the forecast dividend yield at MONY Group (LSE: MONY) up to six.3%. Which may not be so nice if earnings had been falling on the similar time. However EPS has really been rising prior to now few years, and analysts anticipate the development to proceed.

Forecasts counsel a price-to-earnings (P/E) ratio of 12.5, dropping to 10.5 by 2027. So I believe what we’re taking a look at is a justified correction to a inventory price that had been getting a bit overheated.

Predicted dividend cowl appears perhaps a bit skinny within the subsequent few years, at round 1.3 occasions. And that has to place the dividend outlook below some stress. Nonetheless, at FT outcomes time for 2024, the corporate, previously generally known as Moneysupermarket.com, introduced a £30m share buyback reflecting its “robust money technology and strong monetary place“.

The enterprise faces intense competitors. And we’re nonetheless below the collective hammer of excessive rates of interest and financial turmoil. However I believe long-term dividend buyers might do properly to consider it.

Enterprise property

I’m turning to actual property funding trusts (REITs) now. And the 40% share price fall at Workspace Group (LSE: WKP) catches my eye. The corporate lets workplace house throughout London. So I can see why the previous few high-inflation years have taken their toll.

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In the meanwhile, rates of interest aren’t serving to. Particularly not with the corporate reporting web debt of £847m on the finish of the third quarter in December. However there appears to be no liquidity drawback, with £233m in money and undrawn services on the books.

I believe the corporate might be in a powerful place when rates of interest come down, hopefully on two fronts. It ought to decrease future borrowing prices, and provides boosts to purchasers’ companies.

Ongoing financial uncertainty might be the most important downside right here. We must always have full-year outcomes on 5 June, and I concern we might nonetheless see some robust headwinds. However buyers with confidence within the anticipated 6.6% dividend yield would possibly take a more in-depth have a look at shopping for prematurely.