The Berkeley Group Holdings plc

LSE:BKG Lagerbericht

Marktkapitalisierung: UK£3.1b

Berkeley Group Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 0/6

Der Umsatz und der Gewinn von Berkeley Group Holdings werden voraussichtlich um 6.7% bzw. 8.8% pro Jahr zurückgehen. Der Gewinn je Aktie wird voraussichtlich um 2.5% pro Jahr sinken. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 6.7% betragen.

Wichtige Informationen

-8.8%

Wachstumsrate der Gewinne

-2.48%

EPS-Wachstumsrate

Consumer Durables Gewinnwachstum13.4%
Wachstumsrate der Einnahmen-6.7%
Zukünftige Eigenkapitalrendite6.69%
Analystenabdeckung

Good

Zuletzt aktualisiert18 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 16

BKG: Execution On Development Pipeline Will Drive Returns Despite Mixed Ratings

Analysts have trimmed their average price target for Berkeley Group Holdings to about £38.25 from roughly £38.83, reflecting slightly softer assumptions for revenue growth, profit margins and future P/E, despite a marginally lower discount rate and a mix of recent downgrades and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings is mixed, with several downgrades and price target cuts alongside some upgrades.
Narrativ-Update Apr 24

BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns

Analysts have trimmed their average price target on Berkeley Group Holdings by roughly £0.48 per share, citing slightly higher discount rates, a small adjustment to revenue expectations, a modestly higher profit margin, and a marginally lower future P/E assumption. Analyst Commentary Recent research shows a split view on Berkeley Group Holdings, with several firms cutting rating or price targets and others upgrading the stock.
Neues Narrativ Apr 17

Brownfield Constraints And Slowing Volumes Will Pressure Margins And Earnings Over The Long Term

Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a U.K. residential developer focused on London and the South East, with activity concentrated on complex brownfield regeneration and an emerging build to rent platform. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Apr 10

BKG: Higher Future P/E And Recent Upgrades Will Shape Returns

Analysts have trimmed their average fair value estimate for Berkeley Group Holdings from about £43.00 to about £39.30, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple after a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research around Berkeley Group Holdings reflects a mix of fresh target cuts and upgrades, with several major houses adjusting both ratings and price targets in quick succession.
Analyseartikel Apr 07

At UK£31.68, Is It Time To Put The Berkeley Group Holdings plc (LON:BKG) On Your Watch List?

The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...
Neues Narrativ Apr 03

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

Catalysts About Berkeley Group Holdings Berkeley Group Holdings is a UK homebuilder focused on residential-led developments, primarily in London and the South East. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Mar 26

BKG: JPMorgan Upgrade And Higher Discount Rate Will Shape Future Returns

Analysts have reduced their fair value estimate for Berkeley Group Holdings to £42.99 from £43.15, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade highlighted by JPMorgan as a signal that, even with a slightly lower fair value estimate of £42.99, the current valuation still leaves room for a constructive long term view on execution quality.
Narrativ-Update Mar 12

BKG: JPMorgan Upgrade And Refined Assumptions Will Shape Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to £43.15. The change is supported by slightly lower discount rate and future P/E assumptions, while keeping fair value broadly unchanged.
Narrativ-Update Feb 26

BKG: JPMorgan Upgrade And Ongoing Buybacks Will Support Measured Future Returns

Analysts have raised their price target on Berkeley Group Holdings to about £43.15 from around £42.95, reflecting small adjustments to assumptions on discount rate, profit margin and future P/E following recent research updates, including an upgrade from JPMorgan. Analyst Commentary Bullish Takeaways Bullish analysts view the small uplift in the price target to about £43.15 as support for their case that the shares can still offer upside at current levels, even after recent research updates.
Narrativ-Update Feb 11

BKG: JPMorgan Upgrade And Buybacks Will Support Stable Yet Balanced Future Returns

Analysts have nudged their price target for Berkeley Group Holdings slightly higher to about £42.95, citing updated views on discount rates, long run revenue trends, profit margins, and future P/E assumptions following recent research such as the JPMorgan upgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price target near £42.95 as consistent with their updated P/E assumptions, suggesting the current valuation lines up more closely with their view of the company’s earnings power.
Narrativ-Update Jan 27

BKG: Ongoing Buybacks And Steady Margins Will Support Balanced Future Returns

Analysts have slightly reduced their price target for Berkeley Group Holdings to reflect a small decrease in fair value and future P/E assumptions, partly offset by a modestly improved profit margin outlook. What's in the News Completed a share repurchase of 208,696 shares, about 0.22% of share capital, for £7.85 million under the buyback announced on September 11, 2025 (Key Developments).
Analyseartikel Jan 16

We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrativ-Update Jan 12

BKG: Share Buybacks And Margin Outlook Will Support Measured Future Returns

Analysts have nudged their price target for Berkeley Group Holdings slightly higher, citing a modest lift in estimated fair value per share to £43.10, a higher assumed discount rate and P/E ratio, and minor adjustments to longer term revenue growth and profit margin expectations. What's in the News Berkeley Group Holdings reported completion of a share buyback tranche covering 3,500,000 shares, equal to 3.66% of its share capital, for a total consideration of £132 million under the programme announced on September 11, 2025 (Key Developments).
Analyseartikel Jan 04

What Does The Berkeley Group Holdings plc's (LON:BKG) Share Price Indicate?

The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...
Narrativ-Update Dec 14

BKG: New CFO Appointment Will Support Future Earnings Resilience And Returns

Analysts have slightly lowered their price target for Berkeley Group Holdings to £43.04 from £43.47, citing modestly higher expected revenue growth, a lower anticipated future price-to-earnings multiple, and a marginally softer profit margin outlook. What's in the News Neil Eady has been appointed Chief Financial Officer of Berkeley Group Holdings, effective Monday, bringing more than two decades of experience in the property and development sector to the role (company announcement).
Analyseartikel Dec 08

Here's What To Make Of Berkeley Group Holdings' (LON:BKG) Decelerating Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Narrativ-Update Nov 30

BKG: Future Earnings Guidance And CFO Appointment Will Support Stable Returns

Analysts have revised their price target for Berkeley Group Holdings slightly downward to £43.47. They cite modestly weaker projected revenue growth, which is balanced against a small uptick in expected profit margins and higher discount rates.
Narrativ-Update Nov 16

BKG: Steady Outlook Will Reflect Stable Margins And Earnings Guidance

Narrative Update on Berkeley Group Holdings Analysts have reaffirmed their price target for Berkeley Group Holdings at £43.85, maintaining their previous valuation as expectations for revenue growth and profit margins remain steady. This comes despite a slight uptick in the discount rate and future price-to-earnings ratio.
Narrativ-Update Nov 01

BKG: Earnings Outlook Will Balance Modest Margins Against Executive Leadership Change

Analysts have slightly lowered their price target for Berkeley Group Holdings from £44.17 to £43.85. They cited updates to discount rates, projected revenue growth, and profit margin expectations as the reasons for this change.
Analyseartikel Oct 20

The Berkeley Group Holdings plc's (LON:BKG) Share Price Is Matching Sentiment Around Its Earnings

The Berkeley Group Holdings plc's ( LON:BKG ) price-to-earnings (or "P/E") ratio of 10x might make it look like a buy...
Narrativ-Update Oct 17

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

Analysts have modestly raised their price target for Berkeley Group Holdings to £39.00 per share. They cite recent coverage and expectations for stable profit margins and slightly improved discount rates.
Analyseartikel Oct 06

Should You Think About Buying The Berkeley Group Holdings plc (LON:BKG) Now?

The Berkeley Group Holdings plc ( LON:BKG ), might not be a large cap stock, but it saw a decent share price growth of...
Narrativ-Update Oct 03

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

Analysts have slightly lowered their average price target for Berkeley Group Holdings, reducing it by £0.12 to £44.17 because of updates in revenue growth and discount rates. They also noted potential resilience in times of economic uncertainty.
Analyseartikel Aug 25

Berkeley Group Holdings (LON:BKG) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Analyseartikel Aug 08

These 4 Measures Indicate That Berkeley Group Holdings (LON:BKG) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jul 12

Earnings Working Against The Berkeley Group Holdings plc's (LON:BKG) Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
Analyseartikel Jun 16

Should You Investigate The Berkeley Group Holdings plc (LON:BKG) At UK£42.80?

While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw a significant...
Analyseartikel May 21

Berkeley Group Holdings' (LON:BKG) Returns On Capital Not Reflecting Well On The Business

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Analyseartikel Apr 16

Is Berkeley Group Holdings (LON:BKG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Apr 03

Earnings Working Against The Berkeley Group Holdings plc's (LON:BKG) Share Price

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...
Analyseartikel Mar 20

A Look At The Fair Value Of The Berkeley Group Holdings plc (LON:BKG)

Key Insights Berkeley Group Holdings' estimated fair value is UK£37.97 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Mar 04

Is Now An Opportune Moment To Examine The Berkeley Group Holdings plc (LON:BKG)?

While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw significant...
Analyseartikel Feb 05

Here's What's Concerning About Berkeley Group Holdings' (LON:BKG) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Dec 26

Is Berkeley Group Holdings (LON:BKG) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Dec 13

Lacklustre Performance Is Driving The Berkeley Group Holdings plc's (LON:BKG) Low P/E

With a price-to-earnings (or "P/E") ratio of 10.9x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...
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Neues Narrativ Dec 07

Ambitious 2035 Strategy And Build-to-Rent Expansion Boost Prospects, But Rising Costs And Regulatory Challenges Threaten Margins

Berkeley 2035 strategy focuses on brownfield development and build-to-rent expansion, aiming to drive long-term revenue and earnings growth.
Analyseartikel Nov 27

What Is The Berkeley Group Holdings plc's (LON:BKG) Share Price Doing?

The Berkeley Group Holdings plc ( LON:BKG ), might not be a large cap stock, but it received a lot of attention from a...
Analyseartikel Oct 24

A Look At The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)

Key Insights Berkeley Group Holdings' estimated fair value is UK£39.38 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Oct 11

Here's What's Concerning About Berkeley Group Holdings' (LON:BKG) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Aug 15

Is Now The Time To Look At Buying The Berkeley Group Holdings plc (LON:BKG)?

While The Berkeley Group Holdings plc ( LON:BKG ) might not have the largest market cap around , it saw a decent share...
Analyseartikel Jul 31

The Berkeley Group Holdings plc's (LON:BKG) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 13.4x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...
Analyseartikel Jul 04

Estimating The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)

Key Insights Berkeley Group Holdings' estimated fair value is UK£43.33 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Jun 21

Is Berkeley Group Holdings (LON:BKG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel May 03

Berkeley Group Holdings (LON:BKG) Could Be Struggling To Allocate Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel Apr 18

Little Excitement Around The Berkeley Group Holdings plc's (LON:BKG) Earnings

The Berkeley Group Holdings plc's ( LON:BKG ) price-to-earnings (or "P/E") ratio of 10.6x might make it look like a buy...
Analyseartikel Apr 03

Calculating The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£47.98...
Analyseartikel Mar 03

Berkeley Group Holdings' (LON:BKG) Dividend Is Being Reduced To £0.33

The Berkeley Group Holdings plc ( LON:BKG ) is reducing its dividend from last year's comparable payment to £0.33 on...
Analyseartikel Jan 23

Does Berkeley Group Holdings (LON:BKG) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Jan 07

Be Wary Of Berkeley Group Holdings (LON:BKG) And Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Dec 24

The Berkeley Group Holdings plc's (LON:BKG) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 11.1x The Berkeley Group Holdings plc ( LON:BKG ) may be sending bullish...
Analyseartikel Nov 04

The Berkeley Group Holdings plc (LON:BKG) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£83.04...
Analyseartikel Oct 19

We Think Berkeley Group Holdings (LON:BKG) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Oct 04

Investors Could Be Concerned With Berkeley Group Holdings' (LON:BKG) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel Aug 31

Is It Time To Consider Buying The Berkeley Group Holdings plc (LON:BKG)?

The Berkeley Group Holdings plc ( LON:BKG ), is not the largest company out there, but it received a lot of attention...
Analyseartikel Jul 21

Is The Berkeley Group Holdings plc (LON:BKG) Trading At A 40% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£71.65...
Analyseartikel Jun 27

Berkeley Group Holdings (LON:BKG) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jun 15

Some Investors May Be Worried About Berkeley Group Holdings' (LON:BKG) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Analyseartikel May 09

Should You Investigate The Berkeley Group Holdings plc (LON:BKG) At UK£44.66?

While The Berkeley Group Holdings plc ( LON:BKG ) might not be the most widely known stock at the moment, it saw a...
Analyseartikel Mar 14

Berkeley Group Holdings (LON:BKG) May Have Issues Allocating Its Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Analyseartikel Feb 25

A Look At The Intrinsic Value Of The Berkeley Group Holdings plc (LON:BKG)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Berkeley Group Holdings fair value estimate is UK£36.60...
Analyseartikel Feb 01

What Does The Berkeley Group Holdings plc's (LON:BKG) Share Price Indicate?

While The Berkeley Group Holdings plc ( LON:BKG ) might not be the most widely known stock at the moment, it saw a...

Gewinn- und Umsatzwachstumsprognosen

LSE:BKG - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (GBP Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
4/30/20291,8062551721434
4/30/20281,93924820518714
4/30/20272,14527921618417
4/30/20262,28832218018217
10/31/20252,387365113113N/A
7/31/20252,437374152153N/A
4/30/20252,487382192193N/A
1/31/20252,519382266267N/A
10/31/20242,551382340342N/A
7/31/20242,508390286288N/A
4/30/20242,464398232233N/A
1/31/20242,503427249250N/A
10/31/20232,541456265267N/A
7/31/20232,546461299301N/A
4/30/20232,550466334336N/A
1/31/20232,4394655659N/A
10/31/20222,328464-221-218N/A
7/31/20222,338473-176-174N/A
4/30/20222,348482-131-129N/A
1/31/20222,438479217219N/A
10/31/20212,527475566568N/A
7/31/20212,365449444446N/A
4/30/20212,202423322324N/A
1/31/20212,044398259263N/A
10/31/20201,885374196203N/A
7/31/20201,903392248256N/A
4/30/20201,920410299309N/A
1/31/20202,078468278292N/A
10/31/20192,235526257275N/A
7/31/20192,596577N/A444N/A
4/30/20192,957627N/A612N/A
1/31/20192,894655N/A620N/A
10/31/20182,830682N/A628N/A
7/31/20182,835739N/A672N/A
4/30/20182,841796N/A717N/A
1/31/20182,908784N/A718N/A
10/31/20172,975773N/A720N/A
7/31/20172,849709N/A570N/A
4/30/20172,724645N/A421N/A
1/31/20172,523566N/A317N/A
10/31/20162,322487N/A213N/A
7/31/20162,185445N/A103N/A
4/30/20162,048404N/A-6N/A
1/31/20162,142407N/A201N/A
10/31/20152,237410N/A408N/A
7/31/20152,178417N/A459N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BKGFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-8.8% pro Jahr).

Ertrag vs. Markt: BKGFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-8.8% pro Jahr).

Hohe Wachstumserträge: BKGFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.

Einnahmen vs. Markt: BKGDie Einnahmen des Unternehmens werden in den nächsten 3 Jahren voraussichtlich zurückgehen (-6.7% pro Jahr).

Hohe Wachstumseinnahmen: BKGDie Einnahmen des Unternehmens werden in den nächsten drei Jahren voraussichtlich zurückgehen (-6.7% pro Jahr).


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BKGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (6.7%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 15:14
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2025/10/31
Jährliche Einnahmen2025/04/30

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

The Berkeley Group Holdings plc wird von 34 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jonathan BellBarclays
Emily BiddulphBarclays
Rajesh PatkiBarclays