Bellway p.l.c.

Report azionario LSE:BWY

Capitalizzazione di mercato: UK£2.1b

Bellway Crescita futura

Criteri Future verificati 3/6

Bellway prevede che gli utili e i ricavi cresceranno rispettivamente di 15.3% e 5% all'anno. Si prevede che l'EPS crescerà di 17% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.5% in 3 anni.

Informazioni chiave

15.3%

Tasso di crescita degli utili

17.00%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili13.4%
Tasso di crescita dei ricavi5.0%
Rendimento futuro del capitale proprio7.48%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 07

BWY: Future P/E Will Reflect Mixed Rating Shifts And Execution Risks

Bellway's analyst price target has been adjusted from £24.44 to £19.00 as analysts factor in revised assumptions for revenue growth, profit margins and discount rates, informed by recent target cuts at several banks and a rating upgrade at Peel Hunt. Analyst Commentary Recent research on Bellway shows a mix of views, with some upgrades highlighting company specific strengths and several price target cuts pointing to lingering concerns about growth, profitability and execution risks.
Articolo di analisi May 07

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.95?

While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a decent share price growth of...
Aggiornamento della narrazione Apr 22

BWY: Reset Expectations And Earnings Quality Will Support Future Re Rating

Analysts have reduced their price target for Bellway by £3.40 per share, reflecting revised expectations for revenue growth, profit margins and future P/E multiples following recent research updates from several major banks. Analyst Commentary Recent research on Bellway points to a mixed backdrop, but there are several clear positives that bullish analysts highlight when they look at valuation, execution and potential growth in earnings quality.
Aggiornamento della narrazione Apr 08

BWY: Earnings Execution And Margins Will Support Higher Future Pricing

Bellway’s analyst fair value estimate has shifted from £36.26 to £37.43, as analysts factor in updated assumptions on the discount rate, revenue growth, profit margins and future P/E following a mix of recent price target cuts and one upgrade. Analyst Commentary Recent Street research on Bellway has been mixed, with one upgrade and several price target revisions.
Aggiornamento della narrazione Mar 24

BWY: Future P/E Reset Will Support Cautious Yet Bullish Undervaluation View

Analysts have trimmed their price target on Bellway to £3,390 from £3,410, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bearish analysts have used the latest price target trim to £3,390 as a signal that their assumptions on valuation, required return and earnings visibility remain conservative.
Aggiornamento della narrazione Mar 09

BWY: Future P/E Repricing Will Support Constructive Undervaluation Case

Analysts have trimmed their price target for Bellway slightly to £3,390 from £3,410, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while retaining a broadly constructive stance on the shares. Analyst Commentary The small trim in the price target to £3,390 from £3,410 signals that bearish analysts see a little less headroom for upside, even while the broader stance on the shares remains constructive.
Aggiornamento della narrazione Feb 23

BWY: Dividend Policy And Margin Outlook Will Support Future Returns

Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).
Aggiornamento della narrazione Feb 09

BWY: Higher P/E Assumptions And Dividend Policy Will Support Future Returns

Analysts have nudged their fair value estimate for Bellway slightly lower to £31.78 from £31.88, citing small adjustments to the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News Shareholders approved the adoption of new Articles of Association at the AGM held on 27 November 2025, updating Bellway's company bylaws and governance framework (AGM, 27 November 2025).
Aggiornamento della narrazione Jan 25

BWY: Fair Outlook Will Balance Higher Discount Rate And Dividend Decisions

Analysts have lifted their price target on Bellway from £24.50 to £27.45, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating the company’s governing document (AGM resolution).
Articolo di analisi Jan 22

Investors Appear Satisfied With Bellway p.l.c.'s (LON:BWY) Prospects

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 20x might make it look like a sell right now...
Aggiornamento della narrazione Jan 11

BWY: Higher P/E Assumptions Will Support A Stronger Future Share Price

Analysts have nudged their price target on Bellway higher, with one recent move taking it to £3,090 from £3,000. This reflects updated assumptions on fair value, discount rate, growth and P/E expectations.
Articolo di analisi Nov 25

Bellway (LON:BWY) Is Increasing Its Dividend To £0.49

Bellway p.l.c. ( LON:BWY ) will increase its dividend from last year's comparable payment on the 14th of January to...
Articolo di analisi Nov 18

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£33.54 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Oct 31

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Bellway p.l.c.'s ( LON:BWY ) dividend will be increasing from last year's payment of the same period to £0.49 on 14th...
Articolo di analisi Oct 17

Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

Bellway p.l.c. ( LON:BWY ) has announced that it will be increasing its dividend from last year's comparable payment on...
Articolo di analisi Oct 11

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it saw significant share price movement during...
Aggiornamento della narrazione Sep 05

New Facilities And Efficient Operations Will Secure Future Success

Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13. Analyst Commentary Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.
Articolo di analisi Aug 21

Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

LSE:BWY 1 Year Share Price vs Fair Value Explore Bellway's Fair Values from the Community and select yours With a...
Articolo di analisi Jul 25

Bellway (LON:BWY) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi May 10

Why Investors Shouldn't Be Surprised By Bellway p.l.c.'s (LON:BWY) 26% Share Price Surge

Bellway p.l.c. ( LON:BWY ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Articolo di analisi Apr 18

Is Bellway (LON:BWY) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 28

Bellway (LON:BWY) Has Announced A Dividend Of £0.21

The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend of £0.21 per share on the 1st of...
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Nuova narrazione Feb 09

Expansion Of Outlets And Ashberry Brand Will Boost Future Private Sales Volume

Strong balance sheet and strategic initiatives set the stage for multiyear volume growth and improved returns, boosting revenue and earnings.
Articolo di analisi Jan 31

A Look At The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£28.27 based on 2 Stage Free Cash Flow to Equity With UK£26.06...
Articolo di analisi Nov 28

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Nov 12

Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Bellway p.l.c. ( LON:BWY ) will pay a dividend of £0.38 on the 8th of January. This payment takes the dividend yield to...
Articolo di analisi Nov 03

Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 25.6x might make it look like a strong sell right...
Articolo di analisi Oct 18

Bellway's (LON:BWY) Dividend Will Be £0.38

The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend on the 8th of January, with investors...
Articolo di analisi Oct 15

Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Articolo di analisi Aug 17

Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bellway fair value estimate is UK£33.69 With UK£30.26 share...
Articolo di analisi Jul 27

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Jul 04

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Jun 14

What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

It's not a stretch to say that Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 14.7x right now seems...
Articolo di analisi May 11

A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£22.92 based on 2 Stage Free Cash Flow to Equity Bellway's...
Articolo di analisi Apr 26

Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...
Articolo di analisi Apr 10

Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...
Articolo di analisi Mar 16

What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a double-digit share price rise...
Articolo di analisi Feb 05

Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Articolo di analisi Jan 18

Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy right now...
Articolo di analisi Jan 03

Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Dec 15

At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
Articolo di analisi Nov 07

Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Bellway p.l.c.'s ( LON:BWY ) investors are due to receive a payment of £0.95 per share on 10th of January. This payment...
Articolo di analisi Nov 03

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bellway fair value estimate is UK£18.77 Current share price of...
Articolo di analisi Oct 19

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

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

Previsioni di crescita degli utili e dei ricavi

LSE:BWY - Stime future degli analisti e dati finanziari passati (GBP Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
7/31/20283,33725923736113
7/31/20273,17622521131716
7/31/20263,06521110324715
1/31/20262,8741577283N/A
10/31/20252,828157100111N/A
7/31/20252,783158127139N/A
4/30/20252,6601525463N/A
1/31/20252,537147-19-13N/A
10/31/20242,458139-43-39N/A
7/31/20242,380131-67-65N/A
4/30/20242,625175-11N/A
1/31/20242,8702196567N/A
10/31/20233,139292149152N/A
7/31/20233,407365234236N/A
4/30/20233,486294241242N/A
1/31/20233,566222248248N/A
10/31/20223,551232146147N/A
7/31/20223,5372434545N/A
4/30/20223,3593272728N/A
1/31/20223,182412911N/A
10/31/20213,152401219222N/A
7/31/20213,123391429433N/A
4/30/20212,764287409414N/A
1/31/20212,405183389396N/A
10/31/20202,315188162169N/A
7/31/20202,225193-66-58N/A
4/30/20202,7463587886N/A
1/31/20203,267523222229N/A
10/31/20193,240531N/A260N/A
7/31/20193,213539N/A292N/A
4/30/20193,167539N/AN/AN/A
1/31/20193,121540N/A288N/A
10/31/20183,039530N/A271N/A
7/31/20182,958520N/A254N/A
4/30/20182,846504N/AN/AN/A
1/31/20182,734488N/A195N/A
10/31/20172,647471N/A174N/A
7/31/20172,559454N/A153N/A
4/30/20172,431438N/A95N/A
1/31/20172,304422N/A36N/A
10/31/20162,272412N/A100N/A
7/31/20162,241403N/A163N/A
4/30/20162,130371N/A147N/A
1/31/20162,019339N/A132N/A
10/31/20151,892311N/A81N/A
7/31/20151,765283N/A29N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BWY ( 15.3% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di BWY ( 15.3% all'anno) cresceranno più rapidamente del mercato UK ( 11.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BWY cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di BWY ( 5% all'anno) crescerà più rapidamente del mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BWY ( 5% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BWY sarà basso tra 3 anni ( 7.5 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 14:29
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/01/31
Utili annuali2025/07/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bellway p.l.c. è coperta da 32 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gavin JagoBarclays
Rajesh PatkiBarclays
Jonathan BellBarclays