Update shared on05 Sep 2025
Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13.
Analyst Commentary
- Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.
- Bullish analysts highlight potential for improved earnings and cash flow performance, supporting higher price targets.
- Bearish analysts cite a more cautious outlook on the UK housing market and possible margin pressures ahead.
- Upward adjustments are supported by recent stronger-than-expected trading updates and resilience in buyer demand.
- Some price target reductions reflect sector-wide concerns, including macroeconomic headwinds and slower recovery in housing activity.
Valuation Changes
Summary of Valuation Changes for Bellway
- The Consensus Analyst Price Target remained effectively unchanged, at £31.13.
- The Discount Rate for Bellway remained effectively unchanged, at 8.43%.
- The Future P/E for Bellway remained effectively unchanged, at 15.56x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.