Update shared on 28 Nov 2025
Fair value Increased 0.63%Analysts have modestly increased their average price target for Vistry Group, citing improved revenue growth forecasts and slightly higher profit margin expectations. The new targets range from £5.00 to £6.01 per share compared to previous estimates.
Analyst Commentary
Market experts continue to assess Vistry Group’s outlook, offering insights on both positive drivers and potential risks affecting the company’s valuation and future performance.
Bullish Takeaways- Bullish analysts have nudged up their price targets, reflecting improved confidence in the company’s revenue trajectory.
- Recent adjustments point to expectations of slightly higher profit margins, supporting a more favorable long-term growth profile.
- Some analysts believe the company’s execution on its current strategy is progressing well, which could justify a higher valuation over time.
- The upward revisions, even in a cautious broader market, suggest underlying optimism about Vistry Group's ability to achieve its targets.
- Bearish analysts remain cautious and maintain more conservative ratings even after modest price target increases.
- There is continued concern that operational challenges or external market conditions could limit near-term upside for shareholders.
- Despite upward revisions, some analysts are wary that the company’s execution might not fully offset risks such as inflation or market saturation.
- Some price targets have been reduced slightly, which indicates hesitation over the sustainability of recent growth trends.
What's in the News
- Completion of company share buyback: From January 1, 2025 to June 30, 2025, Vistry Group repurchased 5,400,000 shares for £33.1 million. This concludes a total buyback of 7,900,000 shares (2.36% of shares) for £54.5 million as part of the September 2024 program (Key Developments).
- Reaffirmed financial outlook: Vistry Group PLC reiterated its earnings guidance for the fiscal year 2025, with expectations of a year-on-year increase in profits and no changes to full-year guidance (Key Developments).
- Strategic housing joint venture: Vistry announced a long-term investment partnership with Homes England, creating the Hestia venture to accelerate large-scale residential development across England. The joint venture is supported by £150 million in capital from both partners (Key Developments).
Valuation Changes
- Fair Value per Share has risen slightly, increasing from £6.43 to £6.47.
- Discount Rate has fallen marginally, moving from 9.97% to 9.94%.
- Revenue Growth projection has increased, up from 9.87% to 10.13%.
- Net Profit Margin is nearly unchanged, rising minimally from 5.68% to 5.68%.
- Future P/E Ratio is stable, moving from 10.23x to 10.21x.
Disclaimer
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