Declared Dividend • Aug 06
First half dividend reduced to UK£0.04 Dividend of UK£0.04 is 11% lower than last year. Ex-date: 1st October 2026 Payment date: 6th November 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Annuncio • Aug 06
Travis Perkins plc Declares Interim Dividend for the Year Ending 31 December 2026, Payable on November 6, 2026 Travis Perkins plc is recommending an interim dividend for the year ending 31 December 2026 of 4.0 pence per share (2025: interim dividend of 4.5 pence per share), in line with the Group's policy to pay a dividend of 30-40% of adjusted earnings. The dividend will be paid on 6 November 2026 to shareholders on the register as at close of business on 2 October 2026. The shares will be quoted ex-dividend on 1 October 2026. Reported Earnings • Aug 04
First half 2026 earnings released: EPS: UK£0.14 (vs UK£0.13 in 1H 2025) First half 2026 results: EPS: UK£0.14 (up from UK£0.13 in 1H 2025). Revenue: UK£2.26b (down 1.8% from 1H 2025). Net income: UK£30.3m (up 15% from 1H 2025). Profit margin: 1.3% (up from 1.1% in 1H 2025). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance. Annuncio • Apr 28
Travis Perkins plc to Report First Half, 2026 Results on Aug 04, 2026 Travis Perkins plc announced that they will report first half, 2026 results on Aug 04, 2026 Annuncio • Mar 18
Travis Perkins plc, Annual General Meeting, May 21, 2026 Travis Perkins plc, Annual General Meeting, May 21, 2026. Annuncio • Jan 08
Travis Perkins plc Appoints Gavin Slark as Director, Effective January 1, 2026 Travis Perkins plc has appointed Mr. Gavin Slark as a director. The effective date of appointment is January 1, 2026. Annuncio • Jan 02
Travis Perkins plc Confirms Appointment of Gavin Slark as Chief Executive Officer, Effective January 1, 2026 Travis Perkins PLC confirmed Gavin Slark has joined the Board of Travis Perkins PLC as Chief Executive Officer with effect from January 1, 2026. The Company notes that Gavin Slark stepped down as a director of SIG PLC on July 8, 2025. Annuncio • Oct 21
Travis Perkins plc Announces Committee Changes, Effective October 21, 2025 Travis Perkins plc announced that Jez Maiden has been appointed as Interim Chair of the Remuneration Committee, taking on the role of Chair from Louise Hardy on an interim basis. Louise retains her role as a member of the Remuneration Committee. The Nominations Committee has reviewed and approved the change, having assessed that it assures the ongoing continuity of leadership, and has affirmed the independence of the committee structure. The change has immediate effect from 21 October 2025. The Nominations Committee expects this arrangement to be reviewed within six months.
Louise Hardy has also stepped down from her role as a member of the Nominations Committee, which she had held on an interim basis since 30 April 2024. The Nominations Committee has affirmed the independence of the committee structure, and has assessed that there will be ongoing continuity of governance, following this change. The Board would like to thank Louise for her service on the Nominations Committee. This change also has immediate effect from 21 October 2025. Annuncio • Oct 08
Travis Perkins plc to Report Fiscal Year 2025 Results on Mar 17, 2026 Travis Perkins plc announced that they will report fiscal year 2025 results on Mar 17, 2026 Annuncio • May 02
Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million. Gait Consulting acquired Staircraft Group Limited from Travis Perkins plc (LSE:TPK) for £24 million on May 1, 2025. A cash consideration of £24 million will be paid by Gait Consulting. As part of consideration, £24 million is paid towards common equity of Staircraft Group Limited.
Gait Consulting completed the acquisition of Staircraft Group Limited from Travis Perkins plc (LSE:TPK) on May 1, 2025 Annuncio • Apr 02
Travis Perkins plc, Annual General Meeting, May 14, 2025 Travis Perkins plc, Annual General Meeting, May 14, 2025. Annuncio • Feb 04
Jez Maiden Steps Down from the Role of Interim Chair of the Board of Travis Perkins Travis Perkins plc announced the following changes to the roles and responsibilities of Geoff Drabble and Jez Maiden. Effective 1 February 2025: Geoff Drabble assumed the role of Chair of the Company’s board of Directors. Jez Maiden stepped down from the role of Interim Chair of the Board (“Interim Chair”) and reverted to his role as Senior Independent Director. Annuncio • Jan 21
Travis Perkins plc to Report First Half, 2025 Results on Aug 05, 2025 Travis Perkins plc announced that they will report first half, 2025 results on Aug 05, 2025 Annuncio • Sep 11
Travis Perkins plc to Report Fiscal Year 2024 Results on Mar 04, 2025 Travis Perkins plc announced that they will report fiscal year 2024 results on Mar 04, 2025 Annuncio • Jul 10
Travis Perkins plc Appoints Geoff Drabble as Non-Executive Director, with Effect from 1 October 2024 DS Smith Plc announces that Non-Executive Director and Chair Geoff Drabble has been appointed as a Non-Executive Director of Travis Perkins plc with effect from 1 October 2024. Additionally, Drabble will assume the role of chair designate from the same date, transitioning to the position of chair at his earliest convenience. Drabble currently serves as the chair of Ferguson, a building materials distribution company, with a predominant presence in North America. He also holds the position of chair at DS Smith, an international packaging company. Previously, Drabble served as a non-executive director of Howden Joinery Group, Britain's leading specialist kitchen supplier, from 2015 to 2023, subsequently acting as its senior independent director. In his executive career, Drabble was group chief executive of Ashtead Group plc, the FTSE 100 listed international equipment hire company, from 2006 to 2019 and previously held senior executive positions in Laird Group and Black and Decker Corp. Buy Or Sell Opportunity • Apr 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.5% to UK£7.11. The fair value is estimated to be UK£8.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 34% per annum over the same time period. Annuncio • Mar 28
Nick Roberts Steps Down as Chief Executive Officer from Travis Perkins plc The Board of Travis Perkins plc announced that Nick Roberts will be stepping down as Chief Executive Officer after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified. Annuncio • Mar 27
Travis Perkins plc Announces Resignation of Nick Roberts from the Board The Board of Travis Perkins plc announced that Nick Roberts will be stepping down from the Board after five years in the role. The Board and Nick are aligned that now is the right time to search for a new leader to take the business forward and the Nominations Committee is currently undertaking a thorough search process for Nick’s successor. Nick has agreed to remain in role until a successor is identified. Buy Or Sell Opportunity • Mar 22
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to UK£7.13. The fair value is estimated to be UK£8.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 34% per annum over the same time period. Upcoming Dividend • Mar 21
Upcoming dividend of UK£0.055 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 09 May 2024. Payout ratio and cash payout ratio are on the higher end at 99% and 98% respectively. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (2.1%). Annuncio • Mar 20
Travis Perkins plc to Report First Half, 2024 Results on Aug 06, 2024 Travis Perkins plc announced that they will report first half, 2024 results on Aug 06, 2024 Declared Dividend • Mar 07
Final dividend of UK£0.055 announced Shareholders will receive a dividend of UK£0.055. Ex-date: 28th March 2024 Payment date: 9th May 2024 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is well covered by cash flows (45% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 11% to bring the payout ratio under control. EPS is expected to grow by 177% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Mar 06
Full year 2023 earnings released: EPS: UK£0.18 (vs UK£0.91 in FY 2022) Full year 2023 results: EPS: UK£0.18 (down from UK£0.91 in FY 2022). Revenue: UK£4.86b (down 2.7% from FY 2022). Net income: UK£38.1m (down 80% from FY 2022). Profit margin: 0.8% (down from 3.8% in FY 2022). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Annuncio • Feb 10
Travis Perkins plc, Annual General Meeting, Apr 22, 2024 Travis Perkins plc, Annual General Meeting, Apr 22, 2024. Annuncio • Jan 09
Travis Perkins plc to Report Q4, 2023 Results on Mar 05, 2024 Travis Perkins plc announced that they will report Q4, 2023 results on Mar 05, 2024 Upcoming Dividend • Sep 28
Upcoming dividend of UK£0.13 per share at 4.7% yield Eligible shareholders must have bought the stock before 05 October 2023. Payment date: 10 November 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of British dividend payers (6.3%). Higher than average of industry peers (2.3%). Buying Opportunity • Sep 19
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be UK£10.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Buying Opportunity • Aug 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be UK£10.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 51%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. New Risk • Aug 03
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.0% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.0% net profit margin). Reported Earnings • Aug 02
First half 2023 earnings released: EPS: UK£0.29 (vs UK£0.50 in 1H 2022) First half 2023 results: EPS: UK£0.29 (down from UK£0.50 in 1H 2022). Revenue: UK£2.47b (down 2.5% from 1H 2022). Net income: UK£60.2m (down 43% from 1H 2022). Profit margin: 2.4% (down from 4.2% in 1H 2022). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Annuncio • Aug 02
Travis Perkins plc Declares an Unchanged Interim Dividend, Payable on 10 November 2023 Travis Perkins plc declared an unchanged interim dividend of 12.5 pence per share, reflecting the Group's robust financial position and confidence in the medium term outlook. The dividend will be paid on 10 November 2023 to shareholders on the register at the close of business on 6 October 2023. The Company's shares will go ex-dividend on 5 October 2023. Board Change • Jul 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Senior Independent Non-Executive Director Jez Maiden was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jun 22
Travis Perkins plc Announces Board Changes Travis Perkins plc makes the following announcement: After nearly nine years as a Non-executive Director, Coline McConville will relinquish her role as Chair of the Remuneration Committee on 1 December 2023 and subsequently step down from the Company’s Board on 31 December 2023. Coline’s departure from the Board at the end of the year and Pete Redfern’s departure at the close of the Board’s meeting on 19 September this year, necessitate some changes to the membership of the Board’s Committees and other responsibilities amongst the Company’s Non-executive Directors. At its meeting earlier 21 June 2023, the Board resolved the following: With immediate effect Louise Hardy assumes the role of designated workforce engagement Non-executive Director, succeeding Pete Redfern. Jez Maiden is appointed as a member of the Audit Committee and the Nominations Committee with effect from the close of the Board’s meeting on 19 September 2023. Marianne Culver is appointed as a member of the Stay Safe Committee with effect from the close of the Board’s meeting on 19 September 2023. Louise Hardy is appointed Chair of the Remuneration Committee with effect from 1 December 2023, succeeding Coline McConville. Heath Drewett is appointed as a member of the Remuneration Committee with effect from 1 January 2024. Jora Gill is appointed as a member of the Audit Committee with effect from 1 January 2024. Buying Opportunity • Jun 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be UK£10.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has grown by 56%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 1.4% per annum over the same time period. Annuncio • May 06
Travis Perkins plc Approves Final Dividend for the Financial Year Ended 31 December 2022 Travis Perkins plc announced that at the AGM was held on 4 May 2023, the company approved the final dividend for the financial year ended 31 December 2022 of 26.5 pence per ordinary share. Upcoming Dividend • Mar 30
Upcoming dividend of UK£0.27 per share at 4.1% yield Eligible shareholders must have bought the stock before 06 April 2023. Payment date: 18 May 2023. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (2.1%). Reported Earnings • Mar 02
Full year 2022 earnings released: EPS: UK£0.91 (vs UK£1.04 in FY 2021) Full year 2022 results: EPS: UK£0.91 (down from UK£1.04 in FY 2021). Revenue: UK£4.99b (up 8.9% from FY 2021). Net income: UK£192.2m (down 20% from FY 2021). Profit margin: 3.8% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 29
Upcoming dividend of UK£0.13 per share Eligible shareholders must have bought the stock before 06 October 2022. Payment date: 11 November 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.0%. Lower than top quartile of British dividend payers (6.1%). Higher than average of industry peers (2.4%). Buying Opportunity • Sep 02
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 33%. The fair value is estimated to be UK£10.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has grown by 54%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period. Reported Earnings • Aug 03
First half 2022 earnings released: EPS: UK£0.50 (vs UK£0.41 in 1H 2021) First half 2022 results: EPS: UK£0.50 (up from UK£0.41 in 1H 2021). Revenue: UK£2.53b (up 10% from 1H 2021). Net income: UK£106.1m (up 6.3% from 1H 2021). Profit margin: 4.2% (in line with 1H 2021). Over the next year, revenue is forecast to grow 5.9%, compared to a 8.9% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 24
Upcoming dividend of UK£0.26 per share Eligible shareholders must have bought the stock before 31 March 2022. Payment date: 13 May 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of British dividend payers (4.6%). Higher than average of industry peers (1.6%). Reported Earnings • Mar 02
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: UK£1.04 (up from UK£0.10 loss in FY 2020). Revenue: UK£4.59b (down 26% from FY 2020). Net income: UK£240.8m (up UK£263.2m from FY 2020). Profit margin: 5.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 8.3%, compared to a 6.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Executive Departure • Apr 03
Independent Non-Executive Chairman Stuart Chambers has left the company On the 31st of March, Stuart Chambers' tenure as Independent Non-Executive Chairman ended after 3.4 years in the role. As of December 2020, Stuart personally held 10.31k shares (UK£139k worth at the time). Stuart is the only executive to leave the company over the last 12 months. Is New 90 Day High Low • Mar 08
New 90-day high: UK£15.32 The company is up 19% from its price of UK£12.90 on 08 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£10.49 per share. Reported Earnings • Mar 04
Full year 2020 earnings released: UK£0.09 loss per share (vs UK£0.49 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£6.16b (down 12% from FY 2019). Net loss: UK£22.4m (down 119% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 04
Revenue beats expectations Revenue exceeded analyst estimates by 0.4%. Over the next year, revenue is forecast to grow 6.4%, compared to a 3.1% growth forecast for the Trade Distributors industry in the United Kingdom. Is New 90 Day High Low • Feb 08
New 90-day high: UK£14.47 The company is up 17% from its price of UK£12.38 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.34 per share. Is New 90 Day High Low • Dec 30
New 90-day high: UK£14.15 The company is up 27% from its price of UK£11.11 on 01 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£6.76 per share. Is New 90 Day High Low • Dec 02
New 90-day high: UK£13.72 The company is up 17% from its price of UK£11.71 on 03 September 2020. The British market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£4.75 per share. 
