The Berkeley Group Holdings plc

LSE:BKG 株式レポート

時価総額:UK£3.2b

Berkeley Group Holdings 将来の成長

Future 基準チェック /06

Berkeley Group Holdingsの収益と利益は、それぞれ年間7.1%と8.6%減少すると予測されています。EPS は年間2.5%で 減少すると予想されています。自己資本利益率は 3 年後に6.9%になると予測されています。

主要情報

-8.6%

収益成長率

-2.54%

EPS成長率

Consumer Durables 収益成長12.1%
収益成長率-7.1%
将来の株主資本利益率6.90%
アナリストカバレッジ

Good

最終更新日15 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 Jun 07

BKG: Fair Value View Balances Pipeline Execution With Softer Revenue Expectations

The analyst price target for Berkeley Group Holdings has been reduced by about £1.77 per share, as analysts factor in softer revenue expectations alongside slightly stronger profit margins and a lower assumed P/E multiple. Analyst Commentary Recent Street research on Berkeley Group Holdings shows a mix of upgrades, downgrades, and price target cuts, reflecting a split view on how the stock’s valuation lines up with its execution and growth outlook.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
分析記事 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...
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

LSE:BKG - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
4/30/20291,8002581721433
4/30/20281,90325823417615
4/30/20272,08628025019416
4/30/20262,29032218518216
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

アナリストによる今後の成長予測

収入対貯蓄率: BKGの収益は今後 3 年間で減少すると予測されています (年間-8.6% )。

収益対市場: BKGの収益は今後 3 年間で減少すると予測されています (年間-8.6% )。

高成長収益: BKGの収益は今後 3 年間で減少すると予測されています。

収益対市場: BKGの収益は今後 3 年間で減少すると予想されています (年間-7.1% )。

高い収益成長: BKGの収益は今後 3 年間で減少すると予測されています (年間-7.1% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: BKGの 自己資本利益率 は、3年後には低くなると予測されています ( 6.9 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/17 20:49
終値2026/06/17 00:00
収益2025/10/31
年間収益2025/04/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Berkeley Group Holdings plc 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Jonathan BellBarclays
Emily BiddulphBarclays
Rajesh PatkiBarclays