The Berkeley Group Holdings plc

LSE:BKG 주식 리포트

시가총액: UK£3.1b

Berkeley Group Holdings 향후 성장

Future 기준 점검 0/6

Berkeley Group Holdings 의 수익과 수익은 각각 연간 6.7% 및 8.8% 감소할 것으로 예상됩니다. EPS는 연간 2.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.7% 로 예상됩니다.

핵심 정보

-8.8%

이익 성장률

-2.48%

EPS 성장률

Consumer Durables 이익 성장13.4%
매출 성장률-6.7%
향후 자기자본이익률6.69%
애널리스트 커버리지

Good

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
분석 기사 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...
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

이익 및 매출 성장 예측

LSE:BKG - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: BKG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.8%).

수익 vs 시장: BKG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.8%).

고성장 수익: BKG 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: BKG 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -6.7%).

고성장 매출: BKG 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -6.7%).


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: BKG의 자본 수익률은 3년 후 6.7%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 09:06
종가2026/05/22 00:00
수익2025/10/31
연간 수익2025/04/30

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분석가 소스

The Berkeley Group Holdings plc는 34명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan BellBarclays
Emily BiddulphBarclays
Rajesh PatkiBarclays