Update shared on 27 Nov 2025
Fair value Decreased 2.42%The analyst price target for Taylor Wimpey has increased from £1.40 to £1.45 per share, with analysts citing an improved outlook that reflects adjustments in expected revenue growth and profit margin dynamics.
Analyst Commentary
Bullish Takeaways- Bullish analysts note that the increased price target reflects confidence in the company's ability to sustain revenue growth in the near term.
- Improved profit margin dynamics are seen as a critical driver, boosting the valuation outlook for Taylor Wimpey.
- The firm's operational execution and ongoing cost controls are viewed as supporting factors for the upward revision in share price expectations.
- Analysts highlight the company's continued market presence and resilient demand in its core segments as positive indicators for future growth.
- Some caution remains regarding the sustainability of profit margin improvements, given potential industry headwinds.
- Uncertainty in broader market conditions could limit near-term upside despite the raised price target.
- Bearish analysts emphasize that while the growth outlook has improved, execution risks and external pressures still pose challenges to achieving projected targets.
What's in the News
- Taylor Wimpey maintained earnings guidance for full year 2025, expecting UK completions and Group operating profit to remain in line with previous expectations. The company plans to operate from 210 to 215 outlets (Key Developments).
- The company was added to the FTSE 250 Index and dropped from the FTSE 100 Index (Key Developments).
- An Analyst/Investor Day was recently held by Taylor Wimpey (Key Developments).
Valuation Changes
- Fair Value Estimate has decreased slightly from £1.32 to £1.29 per share.
- Discount Rate has increased from 8.39% to 8.77%.
- Revenue Growth Forecast has decreased from 7.95% to 7.46%.
- Net Profit Margin has declined slightly from 9.77% to 9.66%.
- Future P/E Ratio has risen marginally from 13.68x to 13.85x.
Disclaimer
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