BKG logo

The Berkeley Group Holdings plc Stock Price

LSE:BKG Community·UK£3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author

BKG Share Price Performance

UK£32.06
-9.92 (-23.63%)
UK£38.83
Fair Value
UK£32.06
-9.92 (-23.63%)
17.4% undervalued intrinsic discount
UK£38.83
Fair Value
Price UK£32.06
AnalystConsensusTarget UK£38.83
AnalystHighTarget UK£50.08
AnalystLowTarget UK£29.65

BKG Community Narratives

·
Fair Value UK£38.83 17.4% undervalued intrinsic discount

BKG: Earnings Outlook Will Balance Modest Margins Against Executive Leadership Change

0users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
·
Fair Value UK£50.08 36.0% undervalued intrinsic discount

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value UK£29.65 8.1% overvalued intrinsic discount

Brownfield Constraints And Slowing Volumes Will Pressure Margins And Earnings Over The Long Term

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
UK£29.65
8.1% overvalued intrinsic discount
Revenue
-13.31% p.a.
Profit Margin
14.03%
Future PE
15.36x
Price in 2029
UK£38.87
UK£50.08
36.0% undervalued intrinsic discount
Revenue
0.62% p.a.
Profit Margin
13.49%
Future PE
17.21x
Price in 2029
UK£65.46

Trending Discussion

Updated Narratives

BKG logo

BKG: Higher Discount Rate And Mixed Ratings Will Shape Future Returns

Fair Value: UK£38.83 17.4% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BKG logo

Brownfield Constraints And Slowing Volumes Will Pressure Margins And Earnings Over The Long Term

Fair Value: UK£29.65 8.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BKG logo

Brownfield Regeneration And Build To Rent Platform Will Drive Long Term Opportunity

Fair Value: UK£50.08 36.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

1 Risk
2 Rewards

The Berkeley Group Holdings plc Key Details

UK£2.4b

Revenue

UK£1.7b

Cost of Revenue

UK£640.8m

Gross Profit

UK£275.8m

Other Expenses

UK£365.0m

Earnings

Last Reported Earnings
Oct 31, 2025
Next Reporting Earnings
Jun 24, 2026
3.91
26.84%
15.29%
18.8%
View Full Analysis

About BKG

Founded
1976
Employees
2552
CEO
Richard Stearn
WebsiteView website
www.berkeleygroup.co.uk

The Berkeley Group Holdings plc, together with its subsidiaries, builds homes and neighbourhoods in the United Kingdom. The company engages in the residential-led and mixed-use property development and ancillary activities; and land selling activities. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brands. The Berkeley Group Holdings plc was founded in 1976 and is headquartered in Cobham, the United Kingdom.

Recent BKG News & Updates

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.

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?

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.

Recent updates

No updates