Bellway (BWY) Aandelenoverzicht
Bellway p.l.c. is, samen met haar dochterondernemingen, actief in de woningbouw in het Verenigd Koninkrijk. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 2/6 |
Beloningen
Risicoanalyse
BWY Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Bellway p.l.c. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | UK£17.15 |
| 52 Week Hoogtepunt | UK£29.98 |
| 52 Week Laag | UK£17.15 |
| Bèta | 1.38 |
| 1 maand verandering | -10.54% |
| 3 maanden verandering | -24.91% |
| 1 Jaar Verandering | -42.49% |
| 3 jaar verandering | -19.78% |
| 5 jaar verandering | -50.35% |
| Verandering sinds IPO | 539.93% |
Recent nieuws en updates
Narratiefupdate • Jun 09
BWY: Margin Recovery And Execution Will Support Future Re Rating
Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.
Narratiefupdate • May 26
BWY: Margin Pressures Will Set Up Future Rebound In Returns
The analyst price target for Bellway has been reduced by £5.09 per share, with analysts pointing to pressure on fair value assumptions, a slightly higher discount rate, and more cautious expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bellway highlights a mix of cautious and more constructive views around valuation, execution risk, and future growth potential.
Narratiefupdate • 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.Recent updates
Narratiefupdate • Jun 09
BWY: Margin Recovery And Execution Will Support Future Re Rating
Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.Narratiefupdate • May 26
BWY: Margin Pressures Will Set Up Future Rebound In Returns
The analyst price target for Bellway has been reduced by £5.09 per share, with analysts pointing to pressure on fair value assumptions, a slightly higher discount rate, and more cautious expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bellway highlights a mix of cautious and more constructive views around valuation, execution risk, and future growth potential.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Rendement voor aandeelhouders
| BWY | GB Consumer Durables | GB Markt | |
|---|---|---|---|
| 7D | -6.2% | -2.0% | -1.0% |
| 1Y | -42.5% | -47.0% | 15.2% |
Rendement versus industrie: BWY overtrof de UK Consumer Durables industrie, die het afgelopen jaar een rendement -47 % opleverde.
Rendement versus markt: BWY presteerde slechter dan UK Market, dat het afgelopen jaar een rendement van 15.2 % opleverde.
Prijsvolatiliteit
| BWY volatility | |
|---|---|
| BWY Average Weekly Movement | 7.7% |
| Consumer Durables Industry Average Movement | 5.9% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.7% |
| 10% least volatile stocks in GB Market | 3.1% |
Stabiele aandelenkoers: BWY heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de UK markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van BWY is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1946 | 2,719 | Jason Honeyman | www.bellwayplc.co.uk |
Bellway p.l.c. is, samen met haar dochterondernemingen, actief in de woningbouw in het Verenigd Koninkrijk. Het bedrijf bouwt en verkoopt woningen variërend van appartementen met één slaapkamer tot gezinswoningen met zes slaapkamers en levert woningen aan woningbouwverenigingen voor sociale huisvesting. Het biedt woningen aan onder de merknamen Bellway, Ashberry en Bellway London.
Bellway p.l.c. Samenvatting
| BWY fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | UK£1.97b |
| Inkomsten(TTM) | UK£156.80m |
| Inkomsten(TTM) | UK£2.87b |
12.6x
Koers/Winstverhouding0.7x
P/S-verhoudingIs BWY overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BWY resultatenrekening (TTM) | |
|---|---|
| Inkomsten | UK£2.87b |
| Kosten van inkomsten | UK£2.40b |
| Brutowinst | UK£470.00m |
| Overige uitgaven | UK£313.20m |
| Inkomsten | UK£156.80m |
Laatst gerapporteerde inkomsten
Jan 31, 2026
Volgende inkomensdatum
Oct 13, 2026
| Winst per aandeel (EPS) | 1.37 |
| Brutomarge | 16.36% |
| Nettowinstmarge | 5.46% |
| Schuld/Eigen Vermogen Verhouding | 5.4% |
Hoe presteerde BWY op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
4.2%
Huidig dividendrendement54%
UitbetalingsratioBetaalt BWY een betrouwbaar dividend?
Zie BWY dividendgeschiedenis en benchmarks| Bellway dividenddata | |
|---|---|
| Ex Dividend Datum | May 21 2026 |
| Betaaldatum dividend | Jul 01 2026 |
| Dagen tot Ex-dividend | 22 days |
| Dagen tot dividendbetaaldatum | 19 days |
Betaalt BWY een betrouwbaar dividend?
Zie BWY dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/11 23:45 |
| Aandelenkoers aan het einde van de dag | 2026/06/11 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Bellway p.l.c. wordt gevolgd door 33 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jonathan Bell | Barclays |
| Rajesh Patki | Barclays |
| Emily Biddulph | Barclays |