Update shared on04 Sep 2025
Analysts remain split on Persimmon, with bullish sentiment driven by new site openings and an improved operating outlook balancing persistent near-term concerns over affordability and margins, resulting in an unchanged consensus price target of £14.92.
Analyst Commentary
- Bullish analysts raise targets and recommendations due to Persimmon's continued success in opening new sites and increasing the number of active sites, which supports growth expectations.
- Several bullish initiations and target hikes are supported by an improving operating backdrop and confidence in the medium-term recovery for the UK housing market.
- Bearish analysts lower price targets due to lingering concerns around near-term macroeconomic headwinds impacting consumer affordability and housing demand.
- Moderate target trims reflect mixed sentiment regarding input cost pressures and the pace of margin recovery amidst industry competition.
- Overall, the price target changes depict a balancing of constructive long-term outlooks with justified caution around short-term uncertainties in demand and execution.
Valuation Changes
Summary of Valuation Changes for Persimmon
- The Consensus Analyst Price Target remained effectively unchanged, at £14.92.
- The Consensus Revenue Growth forecasts for Persimmon remained effectively unchanged, at 7.0% per annum.
- The Net Profit Margin for Persimmon remained effectively unchanged, at 11.00%.
Disclaimer
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