Berkeley Group Holdings (BKG) Stock Overview
The Berkeley Group Holdings plc, together with its subsidiaries, builds homes and neighbourhoods in the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
BKG Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
The Berkeley Group Holdings plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£34.90 |
| 52 Week High | UK£44.42 |
| 52 Week Low | UK£27.96 |
| Beta | 1.19 |
| 1 Month Change | 4.55% |
| 3 Month Change | -9.96% |
| 1 Year Change | -16.31% |
| 3 Year Change | -15.33% |
| 5 Year Change | -32.17% |
| Change since IPO | 1,139.00% |
Recent News & Updates
Narrative Update • May 16
BKG: Execution On Development Pipeline Will Drive Returns Despite Mixed Ratings
Analysts have trimmed their average price target for Berkeley Group Holdings to about £38.25 from roughly £38.83, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, despite a marginally lower discount rate and a mix of recent downgrades and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings is mixed, with several downgrades and price target cuts alongside some upgrades.Narrative Update • Apr 24
BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns
Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.
New Narrative • Apr 17
Brownfield Constraints And Slowing Volumes Will Pressure Margins And Earnings Over The Long Term
Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a U.K. residential developer focused on London and the South East, with activity concentrated on complex brownfield regeneration and an emerging build to rent platform. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 10
BKG: Higher Future P/E And Recent Upgrades Will Shape Returns
Analysts have trimmed their average fair value estimate for Berkeley Group Holdings from about £43.00 to about £39.30, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings reflects a mix of fresh target cuts and upgrades, with several major houses adjusting both ratings and price targets in quick succession.Recent updates
Narrative Update • May 16
BKG: Execution On Development Pipeline Will Drive Returns Despite Mixed Ratings
Analysts have trimmed their average price target for Berkeley Group Holdings to about £38.25 from roughly £38.83, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, despite a marginally lower discount rate and a mix of recent downgrades and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings is mixed, with several downgrades and price target cuts alongside some upgrades.Narrative Update • Apr 24
BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns
Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.New Narrative • Apr 17
Brownfield Constraints And Slowing Volumes Will Pressure Margins And Earnings Over The Long Term
Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a U.K. residential developer focused on London and the South East, with activity concentrated on complex brownfield regeneration and an emerging build to rent platform. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 10
BKG: Higher Future P/E And Recent Upgrades Will Shape Returns
Analysts have trimmed their average fair value estimate for Berkeley Group Holdings from about £43.00 to about £39.30, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings reflects a mix of fresh target cuts and upgrades, with several major houses adjusting both ratings and price targets in quick succession.Analysis Article • Apr 07
At UK£31.68, Is It Time To Put The Berkeley Group Holdings plc (LON:BKG) On Your Watch List?
The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...
New Narrative • Apr 03
Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity
Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a UK homebuilder focused on residential-led developments, primarily in London and the South East. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 26
BKG: JPMorgan Upgrade And Higher Discount Rate Will Shape Future Returns
Analysts have reduced their fair value estimate for Berkeley Group Holdings to £42.99 from £43.15, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade highlighted by JPMorgan as a signal that, even with a slightly lower fair value estimate of £42.99, the current valuation still leaves room for a constructive long term view on execution quality.Narrative Update • Mar 12
BKG: JPMorgan Upgrade And Refined Assumptions Will Shape Measured Future Returns
Analysts have raised their price target on Berkeley Group Holdings to £43.15. The change is supported by slightly lower discount rate and future P/E assumptions, while keeping fair value broadly unchanged.Narrative Update • Feb 26
BKG: JPMorgan Upgrade And Ongoing Buybacks Will Support Measured Future Returns
Analysts have raised their price target on Berkeley Group Holdings to about £43.15 from around £42.95, reflecting small adjustments to assumptions on discount rate, profit margin and future P/E following recent research updates, including an upgrade from JPMorgan. Analyst Commentary Bullish Takeaways Bullish analysts view the small uplift in the price target to about £43.15 as support for their case that the shares can still offer upside at current levels, even after recent research updates.Narrative Update • Feb 11
BKG: JPMorgan Upgrade And Buybacks Will Support Stable Yet Balanced Future Returns
Analysts have nudged their price target for Berkeley Group Holdings slightly higher to about £42.95, citing updated views on discount rates, long run revenue trends, profit margins, and future P/E assumptions following recent research such as the JPMorgan upgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target near £42.95 as consistent with their updated P/E assumptions, suggesting the current valuation lines up more closely with their view of the company’s earnings power.Narrative Update • Jan 27
BKG: Ongoing Buybacks And Steady Margins Will Support Balanced Future Returns
Analysts have slightly reduced their price target for Berkeley Group Holdings to reflect a small decrease in fair value and future P/E assumptions, partly offset by a modestly improved profit margin outlook. What's in the News Completed a share repurchase of 208,696 shares, about 0.22% of share capital, for £7.85 million under the buyback announced on September 11, 2025 (Key Developments).Analysis Article • Jan 16
We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Narrative Update • Jan 12
BKG: Share Buybacks And Margin Outlook Will Support Measured Future Returns
Analysts have nudged their price target for Berkeley Group Holdings slightly higher, citing a modest lift in estimated fair value per share to £43.10, a higher assumed discount rate and P/E ratio, and minor adjustments to longer term revenue growth and profit margin expectations. What's in the News Berkeley Group Holdings reported completion of a share buyback tranche covering 3,500,000 shares, equal to 3.66% of its share capital, for a total consideration of £132 million under the programme announced on September 11, 2025 (Key Developments).Analysis Article • Jan 04
What Does The Berkeley Group Holdings plc's (LON:BKG) Share Price Indicate?
The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...Narrative Update • Dec 14
BKG: New CFO Appointment Will Support Future Earnings Resilience And Returns
Analysts have slightly lowered their price target for Berkeley Group Holdings to £43.04 from £43.47, citing modestly higher expected revenue growth, a lower anticipated future price-to-earnings multiple, and a marginally softer profit margin outlook. What's in the News Neil Eady has been appointed Chief Financial Officer of Berkeley Group Holdings, effective Monday, bringing more than two decades of experience in the property and development sector to the role (company announcement).Analysis Article • Dec 08
Here's What To Make Of Berkeley Group Holdings' (LON:BKG) Decelerating Rates Of Return
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Narrative Update • Nov 30
BKG: Future Earnings Guidance And CFO Appointment Will Support Stable Returns
Analysts have revised their price target for Berkeley Group Holdings slightly downward to £43.47. They cite modestly weaker projected revenue growth, which is balanced against a small uptick in expected profit margins and higher discount rates.Narrative Update • Nov 16
BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance
Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.Narrative Update • Nov 01
BKG: Earnings Outlook Will Balance Modest Margins Against Executive Leadership Change
Analysts have slightly lowered their price target for Berkeley Group Holdings from £44.17 to £43.85. They cited updates to discount rates, projected revenue growth, and profit margin expectations as the reasons for this change.Analysis Article • Oct 20
The Berkeley Group Holdings plc's (LON:BKG) Share Price Is Matching Sentiment Around Its Earnings
The Berkeley Group Holdings plc's ( LON:BKG ) price-to-earnings (or "P/E") ratio of 10x might make it look like a buy...Narrative Update • Oct 17
Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins
Analysts have modestly raised their price target for Berkeley Group Holdings to £39.00 per share. They cite recent coverage and expectations for stable profit margins and slightly improved discount rates.Analysis Article • Oct 06
Should You Think About Buying The Berkeley Group Holdings plc (LON:BKG) Now?
The Berkeley Group Holdings plc ( LON:BKG ), might not be a large cap stock, but it saw a decent share price growth of...Narrative Update • Oct 03
Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins
Analysts have slightly lowered their average price target for Berkeley Group Holdings, reducing it by £0.12 to £44.17 because of updates in revenue growth and discount rates. They also noted potential resilience in times of economic uncertainty.Analysis Article • Aug 25
Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Analysis Article • Aug 08
These 4 Measures Indicate That Berkeley Group Holdings (LON:BKG) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Jul 12
Earnings Working Against The Berkeley Group Holdings plc's (LON:BKG) Share Price
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...Analysis Article • Jun 16
Should You Investigate The Berkeley Group Holdings plc (LON:BKG) At UK£42.80?
While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw a significant...Analysis Article • May 21
Berkeley Group Holdings' (LON:BKG) Returns On Capital Not Reflecting Well On The Business
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Analysis Article • Apr 16
Is Berkeley Group Holdings (LON:BKG) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Apr 03
Earnings Working Against The Berkeley Group Holdings plc's (LON:BKG) Share Price
When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...Analysis Article • Mar 20
A Look At The Fair Value Of The Berkeley Group Holdings plc (LON:BKG)
Key Insights Berkeley Group Holdings' estimated fair value is UK£37.97 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Mar 04
Is Now An Opportune Moment To Examine The Berkeley Group Holdings plc (LON:BKG)?
While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw significant...Analysis Article • Feb 05
Here's What's Concerning About Berkeley Group Holdings' (LON:BKG) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Dec 26
Is Berkeley Group Holdings (LON:BKG) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Dec 13
Lacklustre Performance Is Driving The Berkeley Group Holdings plc's (LON:BKG) Low P/E
With a price-to-earnings (or "P/E") ratio of 10.9x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...
New Narrative • Dec 07
Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins
Berkeley 2035 strategy focuses on brownfield development and build-to-rent expansion, aiming to drive long-term revenue and earnings growth.Analysis Article • Nov 27
What Is The Berkeley Group Holdings plc's (LON:BKG) Share Price Doing?
The Berkeley Group Holdings plc ( LON:BKG ), might not be a large cap stock, but it received a lot of attention from a...Analysis Article • Oct 24
A Look At The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)
Key Insights Berkeley Group Holdings' estimated fair value is UK£39.38 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Oct 11
Here's What's Concerning About Berkeley Group Holdings' (LON:BKG) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analysis Article • Aug 15
Is Now The Time To Look At Buying The Berkeley Group Holdings plc (LON:BKG)?
While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw a decent share...Analysis Article • Jul 31
The Berkeley Group Holdings plc's (LON:BKG) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 13.4x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...Analysis Article • Jul 04
Estimating The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)
Key Insights Berkeley Group Holdings' estimated fair value is UK£43.33 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Jun 21
Is Berkeley Group Holdings (LON:BKG) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analysis Article • May 03
Berkeley Group Holdings (LON:BKG) Could Be Struggling To Allocate Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Apr 18
Little Excitement Around The Berkeley Group Holdings plc's (LON:BKG) Earnings
The Berkeley Group Holdings plc's ( LON:BKG ) price-to-earnings (or "P/E") ratio of 10.6x might make it look like a buy...Analysis Article • Apr 03
Calculating The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£47.98...Analysis Article • Mar 03
Berkeley Group Holdings' (LON:BKG) Dividend Is Being Reduced To £0.33
The Berkeley Group Holdings plc ( LON:BKG ) is reducing its dividend from last year's comparable payment to £0.33 on...Analysis Article • Jan 23
Does Berkeley Group Holdings (LON:BKG) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jan 07
Be Wary Of Berkeley Group Holdings (LON:BKG) And Its Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Dec 24
The Berkeley Group Holdings plc's (LON:BKG) Earnings Are Not Doing Enough For Some Investors
With a price-to-earnings (or "P/E") ratio of 11.1x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...Analysis Article • Nov 04
The Berkeley Group Holdings plc (LON:BKG) Shares Could Be 49% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£83.04...Analysis Article • Oct 19
We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Oct 04
Investors Could Be Concerned With Berkeley Group Holdings' (LON:BKG) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analysis Article • Aug 31
Is It Time To Consider Buying The Berkeley Group Holdings plc (LON:BKG)?
The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...Analysis Article • Jul 21
Is The Berkeley Group Holdings plc (LON:BKG) Trading At A 40% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£71.65...Analysis Article • Jun 27
Berkeley Group Holdings (LON:BKG) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Jun 15
Some Investors May Be Worried About Berkeley Group Holdings' (LON:BKG) Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Analysis Article • May 09
Should You Investigate The Berkeley Group Holdings plc (LON:BKG) At UK£44.66?
While The Berkeley Group Holdings plc ( LON:BKG ) might not be the most widely known stock at the moment, it saw a...Analysis Article • Mar 14
Berkeley Group Holdings (LON:BKG) May Have Issues Allocating Its Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Analysis Article • Feb 25
A Look At The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£36.60...Analysis Article • Feb 01
What Does The Berkeley Group Holdings plc's (LON:BKG) Share Price Indicate?
While The Berkeley Group Holdings plc ( LON:BKG ) might not be the most widely known stock at the moment, it saw a...Shareholder Returns
| BKG | GB Consumer Durables | GB Market | |
|---|---|---|---|
| 7D | 1.3% | -2.0% | -0.7% |
| 1Y | -16.3% | -42.0% | 16.7% |
Return vs Industry: BKG exceeded the UK Consumer Durables industry which returned -42% over the past year.
Return vs Market: BKG underperformed the UK Market which returned 16.7% over the past year.
Price Volatility
| BKG volatility | |
|---|---|
| BKG Average Weekly Movement | 5.0% |
| Consumer Durables Industry Average Movement | 6.0% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.6% |
| 10% least volatile stocks in GB Market | 3.1% |
Stable Share Price: BKG has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: BKG's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1976 | 2,552 | Richard Stearn | www.berkeleygroup.co.uk |
The Berkeley Group Holdings plc, together with its subsidiaries, builds homes and neighbourhoods in the United Kingdom. The company engages in the residential-led and mixed-use property development and ancillary activities; and land selling activities. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brands.
The Berkeley Group Holdings plc Fundamentals Summary
| BKG fundamental statistics | |
|---|---|
| Market cap | UK£3.24b |
| Earnings (TTM) | UK£365.00m |
| Revenue (TTM) | UK£2.39b |
8.9x
P/E Ratio1.4x
P/S RatioIs BKG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BKG income statement (TTM) | |
|---|---|
| Revenue | UK£2.39b |
| Cost of Revenue | UK£1.75b |
| Gross Profit | UK£640.80m |
| Other Expenses | UK£275.80m |
| Earnings | UK£365.00m |
Last Reported Earnings
Oct 31, 2025
Next Earnings Date
Jun 24, 2026
| Earnings per share (EPS) | 3.93 |
| Gross Margin | 26.84% |
| Net Profit Margin | 15.29% |
| Debt/Equity Ratio | 18.8% |
How did BKG perform over the long term?
See historical performance and comparisonDividends
1.9%
Current Dividend Yield14%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/07 21:26 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2025/10/31 |
| Annual Earnings | 2025/04/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Berkeley Group Holdings plc is covered by 35 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jonathan Bell | Barclays |
| Emily Biddulph | Barclays |
| Rajesh Patki | Barclays |