Barratt Redrow plc

LSE:BTRW 주식 리포트

시가총액: UK£4.6b

Barratt Redrow 경영진

경영진 기준 점검 4/4

Barratt Redrow CEO는 David Thomas, Jul2015 에 임명되었습니다 의 임기는 11.08 년입니다. 총 연간 보상은 £2.37M, 36.2% 급여 및 63.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 £4.76M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.9 년과 3.2 년입니다.

핵심 정보

David Thomas

최고경영자

UK£2.4m

총 보수

CEO 급여 비율36.16%
CEO 재임 기간11.1yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간3.9yrs
이사회 평균 재임 기간3.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Aug 04

BTRW: Capital Returns And Balance Sheet Strength Will Underpin Future Upside

Barratt Redrow's analyst price targets have edged lower, with a modest reduction in fair value from £4.38 to £4.10 as analysts factor in slightly lower profit margin assumptions and trim targets across the sector, while largely maintaining constructive ratings on the stock. Analyst Commentary Recent research on Barratt Redrow points to a more cautious set of price targets, but with several Bullish analysts still seeing appeal in the stock at current valuation levels.
내러티브 업데이트 Jul 21

BTRW: Margin Discipline And Cash Returns Will Support Future Upside Potential

Analysts have trimmed the Barratt Redrow price target to around £3.32 per share from about £3.44, reflecting slightly softer assumptions on growth and margins, even as recent research highlights sector opportunities and a wide range of external price targets between £2.60 and £3.50. Analyst Commentary Recent research on Barratt Redrow shows analysts reassessing their targets and ratings, with some seeing value at current levels and others focusing on execution risks and pressure on margins.
내러티브 업데이트 Jul 07

BTRW: Balance Sheet Strength And Capital Returns Will Drive Future Upside

The analyst price target for Barratt Redrow has been revised lower from about £6.00 to about £4.38 per share. This reflects updated views from analysts who have trimmed revenue growth and profit margin expectations, while still highlighting selected opportunities in the UK construction sector and pointing to adjusted P/E assumptions.
내러티브 업데이트 Jun 23

BTRW: Margin Discipline And Execution Resilience Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been revised lower to £3.44 per share from £3.55, as analysts factor in slightly softer revenue growth, modest margin pressure and a small increase in the discount rate following a series of reduced Street price targets and rating changes. Analyst Commentary Recent Street research on Barratt Redrow presents a mixed picture, with several firms cutting price targets and adjusting ratings as they reassess revenue, margin and risk assumptions.
내러티브 업데이트 Jun 09

BTRW: Margin Discipline And Cost Control Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £2.60 from £4.82, as analysts factor in margin headwinds, softer pricing assumptions, and slightly lower estimates for fair value, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgraded rating earlier in the year as a sign that some see value support at current levels, even as sector sentiment has softened.
내러티브 업데이트 May 25

BTRW: Margin Discipline And Leadership Transition Will Drive Future Upside Potential

The analyst price target for Barratt Redrow has been reduced from £4.22 to £4.03 per share, as analysts weigh slightly lower revenue growth assumptions, modestly adjusted discount rates, and updated P/E expectations against ongoing concerns around margin pressure and UK pricing risks highlighted in recent research. Analyst Commentary Recent Street research on Barratt Redrow shows a mix of caution and selective optimism, with several firms revisiting both ratings and price targets as they reassess margins, pricing risks and valuation support.
내러티브 업데이트 May 03

BTRW: Leadership Transition And Trimmed Assumptions Will Shape Future Upside Potential

The analyst price target for Barratt Redrow has been reduced by £0.08, as fair value, growth and margin assumptions have been trimmed in response to recent target cuts and rating changes from several firms, even as one set of analysts moved to a more constructive stance. Analyst Commentary Recent Street research on Barratt Redrow has focused on recalibrating fair value and ratings, with several firms adjusting price targets in light of updated expectations for growth and margins.
내러티브 업데이트 Apr 19

BTRW: Leadership Transition And Mixed Ratings Will Shape Future Upside Potential

Narrative update on Barratt Redrow Analysts have trimmed their fair value estimate for Barratt Redrow from about £4.57 to roughly £4.30 per share, reflecting slightly lower assumptions for revenue growth and profit margins, as well as a higher future P/E multiple after recent mixed rating and price target moves across the Street. Analyst Commentary Recent research on Barratt Redrow shows a mix of optimism and caution, with price targets adjusted around £4.30 per share and rating changes both up and down over the past few weeks.
내러티브 업데이트 Apr 05

BTRW: Leadership Transition And Dividend Discipline Will Support Future Upside Potential

Narrative update The updated analyst price target for Barratt Redrow now sits below the previous fair value estimate of £4.67, at around £4.57. Analysts point to a slightly higher discount rate, marginally softer revenue growth assumptions, a lower future P/E and a small profit margin adjustment following recent target cuts and rating changes.
내러티브 업데이트 Mar 22

BTRW: Dividend Discipline And Leadership Transition Will Support Future Rerating Potential

The analyst price target for Barratt Redrow has been trimmed by £0.04, with analysts citing recent cuts to published targets, including moves from £4.70 to £4.30 and other reductions, as they fine tune assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Barratt Redrow points to a more cautious tone, with reduced price targets and a move down the recommendation scale from Buy to Add.
내러티브 업데이트 Mar 06

BTRW: Dividend Discipline And Leadership Transition Will Underpin Future Upside Potential

The analyst price target for Barratt Redrow has been revised to £4.71 per share, reflecting a modest pullback from recent Street targets such as £4.70 and £4.30 as analysts adjust their assumptions for discount rates and earnings multiples. Analyst Commentary Recent Street research around Barratt Redrow has focused on recalibrating price targets rather than making extreme calls on the shares.
새로운 내러티브 Mar 01

Cost Synergies And Planning Reforms Will Shape Housing Volumes And Margins Over Time

Catalysts About Barratt Redrow Barratt Redrow is a UK housebuilder focused on delivering private, affordable and PRS homes across three brands, supported by a large owned and strategic land bank. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 20

BTRW: Dividend Resilience And Rebased Expectations Will Support Future Upside Potential

The analyst price target for Barratt Redrow has been reduced to £4.71 from £4.88, as analysts factor in updated assumptions on discount rate, revenue growth, profit margin and future P/E in light of recent price target cuts from £4.70 to £4.30 and from £4.55 to £4.30. Analyst Commentary Recent research updates point to a more cautious stance on Barratt Redrow, with price targets being reset closer to £4.30 and ratings trimmed as analysts reassess the risk and reward trade off.
분석 기사 Feb 13

Revenue Beat: Barratt Redrow plc Beat Analyst Estimates By 12%

Barratt Redrow plc ( LON:BTRW ) last week reported its latest half-year results, which makes it a good time for...
새로운 내러티브 Feb 13

Synergy Benefits And Planning Reform Will Support A Stronger Long Term Housing Platform

Catalysts About Barratt Redrow Barratt Redrow is a large UK housebuilder that develops private and affordable homes across three brands. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 06

BTRW: Dividend And New Finance Leadership Will Support Future Upside Potential

Analysts have modestly raised their price expectations for Barratt Redrow, with the updated fair value estimate moving from £4.79 to £4.88. The change reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E.
내러티브 업데이트 Jan 21

BTRW: Dividend And Leadership Transition Will Support Future Upside Potential

Analysts have trimmed their price target for Barratt Redrow to reflect a slightly lower fair value estimate of £4.79. This change is driven by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions.
분석 기사 Jan 20

What Is Barratt Redrow plc's (LON:BTRW) Share Price Doing?

Barratt Redrow plc ( LON:BTRW ), is not the largest company out there, but it received a lot of attention from a...
내러티브 업데이트 Jan 05

BTRW: Steady Fair Value And Dividend Support Will Drive Future Returns

Analysts have made only minor adjustments to their inputs for Barratt Redrow, keeping the price target effectively unchanged at £4.96. Small tweaks to the discount rate and future P/E assumptions are seen as insufficient to justify a different fair value estimate.
분석 기사 Dec 15

What You Can Learn From Barratt Redrow plc's (LON:BTRW) P/E

With a price-to-earnings (or "P/E") ratio of 27.2x Barratt Redrow plc ( LON:BTRW ) may be sending very bearish signals...
내러티브 업데이트 Dec 15

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.
내러티브 업데이트 Nov 29

BTRW: Rising Demand in Key Housing Markets Will Support Share Performance

Analysts have increased their price targets for Barratt Redrow, with recent updates raising expectations by £0.20 to £0.25 per share. This change is attributed to robust revenue growth projections and sustained profitability estimates.
내러티브 업데이트 Nov 15

BTRW: Future Profit Margins Will Drive Share Performance Beyond Market Uncertainties

Barratt Redrow’s analyst price target has risen modestly, with recent adjustments reflecting a new consensus level. Analysts cite improved future profit margins and steady revenue growth forecasts as reasons for these changes.
분석 기사 Nov 12

Barratt Redrow (LON:BTRW) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Nov 01

BTRW: Integration Moves And Dividend Raise Will Lift Shareholder Returns

Analysts have modestly revised their price targets for Barratt Redrow upwards. The consensus has moved from £5.21 to £5.13 per share, reflecting cautious optimism based on updated sector outlooks and company performance metrics.
분석 기사 Oct 04

Barratt Redrow (LON:BTRW) Is Increasing Its Dividend To £0.121

Barratt Redrow plc ( LON:BTRW ) will increase its dividend from last year's comparable payment on the 14th of November...
분석 기사 Sep 24

Barratt Redrow's (LON:BTRW) Solid Earnings Are Supported By Other Strong Factors

Even though Barratt Redrow plc's ( LON:BTRW ) recent earnings release was robust, the market didn't seem to notice. Our...
분석 기사 Sep 21

Barratt Redrow plc Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Investors in Barratt Redrow plc ( LON:BTRW ) had a good week, as its shares rose 2.0% to close at UK£3.76 following the...
분석 기사 Sep 18

Barratt Redrow plc's (LON:BTRW) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights Barratt Redrow's estimated fair value is UK£6.64 based on 2 Stage Free Cash Flow to Equity Current share...
내러티브 업데이트 Sep 04

Redrow Integration Will Streamline Operations And Increase Efficiency

Due to ongoing macroeconomic uncertainty, subdued UK housing market activity, and near-term margin pressures, analysts have trimmed earnings forecasts and taken a more cautious outlook, resulting in the consensus analyst price target for Barratt Redrow remaining steady at £5.21. Analyst Commentary Ongoing macroeconomic uncertainty and subdued UK housing market activity have driven price target reductions.
User avatar
새로운 내러티브 Feb 09

38% Reservation Rate Increase Will Drive Future Expansion

The company’s focus on reservation rate increases and land purchases supports long-term revenue and outlet recovery.

CEO 보수 분석

David Thomas의 보수는 Barratt Redrow의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 28 2025n/an/a

UK£216m

Sep 28 2025n/an/a

UK£201m

Jun 29 2025n/an/a

UK£186m

Mar 29 2025n/an/a

UK£151m

Dec 29 2024n/an/a

UK£118m

Sep 29 2024n/an/a

UK£116m

Jun 30 2024UK£2mUK£836k

UK£114m

Mar 31 2024n/an/a

UK£166m

Dec 31 2023n/an/a

UK£219m

Sep 30 2023n/an/a

UK£374m

Jun 30 2023UK£2mUK£803k

UK£530m

Mar 31 2023n/an/a

UK£537m

Dec 31 2022n/an/a

UK£545m

Sep 30 2022n/an/a

UK£530m

Jun 30 2022UK£3mUK£780k

UK£515m

Mar 31 2022n/an/a

UK£589m

Dec 31 2021n/an/a

UK£662m

Sep 30 2021n/an/a

UK£661m

Jun 30 2021UK£4mUK£757k

UK£660m

Mar 31 2021n/an/a

UK£533m

Dec 31 2020n/an/a

UK£406m

Sep 30 2020n/an/a

UK£403m

Jun 30 2020UK£1mUK£741k

UK£400m

보상 대 시장: David의 총 보수(USD3.21M)는 UK 시장에서 비슷한 규모 기업의 평균(USD4.01M) 수준입니다.

보상과 수익: David의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

David Thomas (63 yo)

11.1yrs
재임 기간
UK£2,370,000
보수

Mr. David Fraser Thomas has been Group Chief Executive Officer of Barratt Redrow plc (formerly known as Barratt Developments plc) since July 1, 2015 and served as a Chief Financial Officer from July 1, 202...


리더십 팀

이름직위재임 기간보수지분
David Thomas
Group CEO & Executive Director11.1yrsUK£2.37m0.10%
£ 4.8m
Rebecca Napier
CFO & Executive Directorno data데이터 없음데이터 없음
Mike Roberts
Chief Operating Officerless than a year데이터 없음데이터 없음
Michael Finn
Group Design & Technical Directorno data데이터 없음데이터 없음
John Messenger
Group Investor Relations Directorno data데이터 없음데이터 없음
Brenda Ruppel
General Counsel2.5yrs데이터 없음데이터 없음
Sally Austin
Chief People Officer2.8yrs데이터 없음데이터 없음
Nicholas Richardson
Managing Director of Wilson Bowden Developments27.6yrs데이터 없음데이터 없음
Derek Harris
Head of Public Relationsno data데이터 없음데이터 없음
Kerry Smith
Head of Internal Audit7.4yrs데이터 없음데이터 없음
David Hesson
Regional Managing Director of Central Region5.3yrs데이터 없음데이터 없음
Bukky Bird
Group Sustainability Director3.9yrs데이터 없음데이터 없음
3.9yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 관리: BTRW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.9 년).


이사회 구성원

이름직위재임 기간보수지분
David Thomas
Group CEO & Executive Director17.1yrsUK£2.37m0.10%
£ 4.8m
Rebecca Napier
CFO & Executive Directorno data데이터 없음데이터 없음
Nigel Webb
Independent Non-Executive Director2.8yrsUK£81.00k0.0020%
£ 90.2k
Christopher Phillip Weston
Independent Non-Executive Director5.4yrsUK£99.00k데이터 없음
Katie Bickerstaffe
Independent Non-Executive Director5.4yrsUK£99.00k0.0022%
£ 97.9k
Caroline Silver
Non-Executive Chairman3.2yrsUK£373.00k0.0016%
£ 75.2k
Nicola Dulieu
Senior Independent Director1.8yrsUK£70.00k0.00067%
£ 30.5k
Geeta Nanda
Non-Executive Director1.8yrsUK£60.00k0.00024%
£ 10.9k
Jasi Halai
Independent Non-Executive Director3.6yrsUK£84.00k0.00090%
£ 41.0k
3.2yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: BTRW의 이사회경험이 있음으로 간주됩니다(평균 재임 3.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/14 05:10
종가2026/08/14 00:00
수익2025/12/28
연간 수익2025/06/29

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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분석가 소스

Barratt Redrow plc는 36명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Rajesh PatkiBarclays
Emily BiddulphBarclays