Update shared on04 Sep 2025
The consensus analyst price target for Taylor Wimpey was held steady at £1.32 as macroeconomic uncertainty, sector volatility, and margin pressures tempered near-term expectations, even as some analysts maintain a constructive long-term view.
Analyst Commentary
- Bearish analysts point to expectations of slower site growth and moderation in operating expansion, weighing on earnings outlook.
- Revisions reflect persistent macroeconomic uncertainty, including interest rate headwinds and cautious UK housing demand.
- General sector volatility and increased build costs continue to pressure margin assumptions across the homebuilding industry.
- Bullish analysts maintain positive long-term view on volume recovery and market positioning, evidenced by Buy ratings despite trimmed targets.
- Recent coverage initiation highlights perceived value at current levels, with some potential upside if operational execution improves.
What's in the News
- Revised full year group operating profit guidance down from GBP 444 million to approximately GBP 424 million due to a one-off charge.
- Interim dividend of 4.67 pence per share declared, payable on 14 November 2025 to shareholders on record as of 10 October 2025.
Valuation Changes
Summary of Valuation Changes for Taylor Wimpey
- The Consensus Analyst Price Target remained effectively unchanged, at £1.32.
- The Future P/E for Taylor Wimpey remained effectively unchanged, moving only marginally from 13.69x to 13.68x.
- The Consensus Revenue Growth forecasts for Taylor Wimpey remained effectively unchanged, at 8.0% per annum.
Disclaimer
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