Announcement • Mar 17
The Berkeley Group Holdings plc to Report Fiscal Year 2026 Results on Jun 24, 2026 The Berkeley Group Holdings plc announced that they will report fiscal year 2026 results on Jun 24, 2026 Announcement • Jun 21
The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025 The Berkeley Group Holdings plc, Annual General Meeting, Sep 05, 2025. Announcement • Jun 20
The Berkeley Group Holdings plc Announces Stepping Down of Michael Dobson and William Jackson The Berkeley Group Holdings plc announced that having overseen the foundations of the next phase of the Company's strategy, Michael Dobson, Berkeley's Chairman, will step down from the Board at the conclusion of the Company's Annual General Meeting ("AGM") on 5 September 2025. William Jackson has announced his intention not to seek re-election at the September AGM. Announcement • Mar 01
The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2025 The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on the Company's ordinary shares of 5.6110477936 pence each (ISIN GB00BP0RGD03) ('Shares') on 28 March 2025 to shareholders on the Company's register of members at the close of business on 7 March 2025. The ex-dividend date is 6 March 2025. Recent Insider Transactions • Nov 04
Independent Non-Executive Director recently bought €573k worth of stock On the 31st of October, William Jackson bought around 11k shares on-market at roughly €51.81 per share. This transaction amounted to 38% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €14m more in shares than they bought in the last 12 months. Recent Insider Transactions • Oct 04
CFO & Executive Director recently sold €2.4m worth of stock On the 30th of September, Richard Stearn sold around 42k shares on-market at roughly €57.06 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €12m. This was Richard's only on-market trade for the last 12 months. Upcoming Dividend • Sep 02
Upcoming dividend of UK£1.74 per share Eligible shareholders must have bought the stock before 09 September 2024. Payment date: 20 September 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.9%). Recent Insider Transactions • Aug 21
CEO & Executive Director recently sold €12m worth of stock On the 16th of August, Rob Perrins sold around 200k shares on-market at roughly €61.58 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months. Announcement • Aug 05
The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024 The Berkeley Group Holdings plc, Annual General Meeting, Sep 06, 2024. Location: the offices of herbert smith freehills llp, exchange house, primrose street, ec2a 2eg, london United Kingdom Reported Earnings • Aug 04
Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023) Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 2% per year. Buy Or Sell Opportunity • Jul 01
Now 8.6% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.3% to €54.15. The fair value is estimated to be €59.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 0.03% per annum. Earnings are forecast to decline by 4.4% per annum over the same time period. Buy Or Sell Opportunity • Jun 20
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at €55.55. The fair value is estimated to be €70.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 1.8% per annum. Earnings are forecast to decline by 0.9% per annum over the same time period. Reported Earnings • Jun 20
Full year 2024 earnings released: EPS: UK£3.74 (vs UK£4.27 in FY 2023) Full year 2024 results: EPS: UK£3.74 (down from UK£4.27 in FY 2023). Revenue: UK£2.46b (down 3.4% from FY 2023). Net income: UK£397.6m (down 15% from FY 2023). Profit margin: 16% (down from 18% in FY 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has remained flat. Announcement • Jun 19
the Berkeley Group Holdings plc Announces Interim Dividend, Payable on July 26, 2024 The Berkeley Group Holdings plc announced an interim dividend of 33.00 pence per share (£34.9 million) to be paid on 26 July 2024. The Company announces a correction to the ex-dividend date to June 27, 2024 against previously announced: June 28, 202 and the record date to June 28, 2024. Declared Dividend • Mar 03
First half dividend of UK£0.33 announced Shareholders will receive a dividend of UK£0.33. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.8% over the next 3 years. However, it would need to fall by 85% to increase the payout ratio to a potentially unsustainable range. Announcement • Mar 01
The Berkeley Group Holdings plc Announces an Interim Dividend, Payable on 28 March 2024 The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 33.00 pence per share will be paid on 28 March 2024 to shareholders on the Company's register of members at close of business on 8 March 2024. The ex-dividend date is 7 March 2024. Reported Earnings • Dec 09
First half 2024 earnings released: EPS: UK£1.98 (vs UK£2.01 in 1H 2023) First half 2024 results: EPS: UK£1.98 (down from UK£2.01 in 1H 2023). Revenue: UK£1.19b (flat on 1H 2023). Net income: UK£211.5m (down 4.6% from 1H 2023). Profit margin: 18% (in line with 1H 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year. Announcement • Aug 10
The Berkeley Group Holdings plc Declares an Interim Dividend, Payable on 8 September 2023 The Directors of The Berkeley Group Holdings plc announced that an interim dividend of 59.30 pence per share will be paid on 8 September 2023 to shareholders on the Company's register of members at close of business on 18 August 2023. The ex-dividend date is 17 August 2023. New Risk • Jun 23
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Jun 21
Full year 2023 earnings released: EPS: UK£4.27 (vs UK£4.18 in FY 2022) Full year 2023 results: EPS: UK£4.27. Revenue: UK£2.55b (up 8.6% from FY 2022). Net income: UK£465.7m (down 3.5% from FY 2022). Profit margin: 18% (down from 21% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.7%. Announcement • Jun 21
the Berkeley Group Holdings plc Announces Board Changes Berkeley announces that Sir John Armitt, Diana Brightmore-Armour and Andy Myers will step down from the Board and retire as Non-executive Directors of the Company at the conclusion of the Company's 2023 Annual General Meeting on 8 September 2023 ("2023 AGM"), each having passed nine years' service on the Board, in line with best corporate governance practice. The Company has decided to take this opportunity to streamline the Board by reducing its size and so will not be replacing the departing Non-executive Directors. In addition, three Executive Directors, Justin Tibaldi, Paul Vallone and Karl Whiteman will also step down from the Board of The Berkeley Group Holdings plc at the end of the 2023 AGM, ensuring compliance with all aspects of Board composition under the UK Corporate Governance Code and Listing Rule 9.8.6R(9)(a). They will remain in their current operational roles and members of the Board of the Company's immediate subsidiary, The Berkeley Group plc, with Rob Perrins and Richard Stearn, the Group's CEO and CFO. The retirements of the Non-executive Directors will result in the following changes to Board and Committee composition, to take effect from the conclusion of the 2023 AGM: Rachel Downey will replace Diana Brightmore-Armour as Senior Independent Director; Andy Kemp will replace Andy Myers as Chairman of the Audit Committee; Natasha Adams will replace Andy Kemp as Chair of the Remuneration Committee; William Jackson will join the Remuneration Committee; and Natasha Adams and Andy Kemp will join the Nomination Committee. Following these changes, the Board will comprise an independent Non-executive Chairman, two Executive Directors and six Non-executive Directors. The Board size will therefore be reduced from fifteen to nine. Recent Insider Transactions • Jan 13
Insider recently bought €90k worth of stock On the 10th of January, Natasha Adams bought around 2k shares on-market at roughly €46.29 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €3.0m more in shares than they have sold in the last 12 months. Announcement • Dec 11
The Berkeley Group Holdings plc Provides Earnings Guidance for the Year Ending April 30, 2023 The Berkeley Group Holdings plc provided earnings guidance for the year ending April 30, 2023. The company is on target to deliver approximately GBP 600 million of pretax profits for the year ending April 30, 2023. This is unchanged since the start of the year 2022. The company is targeting pretax profits of at least GBP 1.05 billion for the following 2 years as it match delivery to the prevailing market conditions. Reported Earnings • Dec 10
First half 2023 earnings released: EPS: UK£2.01 (vs UK£2.02 in 1H 2022) First half 2023 results: EPS: UK£2.01 (down from UK£2.02 in 1H 2022). Revenue: UK£1.20b (down 1.6% from 1H 2022). Net income: UK£221.7m (down 7.5% from 1H 2022). Profit margin: 19% (down from 20% in 1H 2022). Revenue is forecast to stay flat during the next 3 years compared to a 4.6% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Announcement • Nov 17
The Berkeley Group Holdings plc Announces Executive Changes The Berkeley Group Holdings plc announced the following changes in Board Committee composition have been made: Sarah Sands, Non-executive Director, has been appointed as a member of the Audit Committee; Rachel Downey, Non-executive Director, has been appointed as a member of the Nomination Committee; Sir John Armitt, Non-executive Director, has stepped down as a member of the Nomination Committee. All the above changes are effective immediately. Buying Opportunity • Nov 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 19%. The fair value is estimated to be €49.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.2%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is forecast to decline by 5.9% per annum over the same time period. Announcement • Sep 07
The Berkeley Group Holdings plc Announces Board and Committee Changes The Berkeley Group Holdings plc advised that Glyn Barker stepping down as Non-executive Director and Chairman of the Board, Chairman and member of the Nomination Committee and a member of the Remuneration Committee at the conclusion of the Company's Annual General Meeting earlier September 6, 2022, Michael Dobson has been appointed as Chairman of the Company and of the Nomination Committee and as a member of the Remuneration Committee. Additionally, Natasha Adams has been appointed as a member of the Remuneration Committee. The changes are effective immediately. Announcement • Aug 11
The Berkeley Group Holdings plc Declares Interim Dividend, Payable on September 9, 2022 The Berkeley Group Holdings plc announced that an interim dividend of 21.25 pence per share will be paid on 9 September 2022 to shareholders on the Company's register of members at close of business on 19 August 2022. The ex-dividend date is 18 August 2022. Recent Insider Transactions • Jun 25
Independent Non-Executive Chairman recently bought €84k worth of stock On the 22nd of June, Glyn Barker bought around 2k shares on-market at roughly €43.28 per share. This was the largest purchase by an insider in the last 3 months. Glyn has been a buyer over the last 12 months, purchasing a net total of €214k worth in shares. Reported Earnings • Jun 23
Full year 2022 earnings released: EPS: UK£4.18 (vs UK£3.67 in FY 2021) Full year 2022 results: EPS: UK£4.18 (up from UK£3.67 in FY 2021). Revenue: UK£2.35b (up 6.6% from FY 2021). Net income: UK£482.4m (up 14% from FY 2021). Profit margin: 21% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.7%, compared to a 5.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Jun 08
The Berkeley Group Holdings plc Appoints Michael Dobson as Non-Executive Chairman and Chairman of the Nomination Committee The Board of Berkeley announced that Michael Dobson will be appointed as the next Chairman of the Company. Michael joins the Board and the Nomination Committee as an Independent Non-Executive Director. He will assume the role of Non-Executive Chairman of the Company and Chairman of the Nomination Committee following the Company's Annual General Meeting on 6 September 2022 when, as anticipated, Glyn Barker, the current Chairman, will step down from the Board. Glyn was appointed Chairman in July 2020 for a period of two years to oversee the transition of the Board on the passing of the Company's founder and previous Chairman, Tony Pidgley.Michael Dobson has extensive leadership, corporate and financial experience. He recently stepped down as Chairman of Schroders plc after six years, following a distinguished and successful executive career in the City spanning over 40 years, during which he held leadership positions at Deutsche Bank and Morgan Grenfell, as well as Schroders. Announcement • May 31
The Berkeley Group Holdings plc Announces Change of Director The Berkeley Group Holdings plc announced that Glyn, Non-Executive Chairman will step down at or before the 2022 Annual General Meeting of the Company.Glyn Barker, Non-Executive Chairman of The Berkeley Group Holdings plc, has been appointed a Non-Executive Director of Quilter plc with effect from 1 June 2022 and will become Chair, subject to regulatory approval, effective from 7 September 2022. Buying Opportunity • Feb 25
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be UK£57.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.4% per annum over the last 3 years. Earnings per share has declined by 16% per annum over the last 3 years. Announcement • Feb 01
The Berkeley Group Holdings plc Appoints Natasha Adams as Non-Executive Director Berkeley announced the appointment of Natasha Adams as a Non-Executive Director of the Company. Natasha, who joins the Board on 1 February 2022, is currently Group Chief People Officer of Tesco PLC, a position she has held since 2018, and is a member of the Executive Committee. Natasha is a Trustee of the Tesco Pension Scheme and of the Institute of Grocery & Distribution and a Steering Committee Member of Movement to Work. She additionally sits on Tesco's Cybersecurity Committee and its Privacy & Data Committee. Natasha is a Chartered Companion of CIPD and advises both the Tesco Board and the Remuneration and Nominations & Governance Committees on remuneration, succession planning and recruitment. Reported Earnings • Dec 09
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: UK£2.02 (up from UK£1.62 in 1H 2021). Revenue: UK£1.22b (up 36% from 1H 2021). Net income: UK£239.8m (up 28% from 1H 2021). Profit margin: 20% (down from 21% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 14% compared to a 4.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Executive Departure • Sep 08
Independent Non-Executive Director Alison Nimmo has left the company On the 3rd of September, Alison Nimmo's tenure as Independent Non-Executive Director ended after 10.0 years in the role. As of June 2021, Alison still personally held 1.85k shares (€108k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years. Executive Departure • Sep 08
Independent Non-Executive Director Man-Kiu Li has left the company On the 3rd of September, Man-Kiu Li's tenure as Independent Non-Executive Director ended after 8.0 years in the role. As of June 2021, Man-Kiu still personally held 18.47k shares (€1.1m worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years. Executive Departure • Sep 07
Independent Non-Executive Director Peter Vernon has left the company On the 3rd of September, Peter Vernon's tenure as Independent Non-Executive Director ended after 4.0 years in the role. As of June 2021, Peter still personally held 2.00k shares (€117k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.08 years. Announcement • Sep 02
Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG). Land Securities Group plc (LSE:LAND) agreed to acquire Oval Works from The Berkeley Group Holdings plc (LSE:BKG) on August 31, 2021. The acquisition is conditional on receipt of planning consent. Allsop LLP acted as broker to Land Securities Group plc. Cushman & Wakefield acted as broker to The Berkeley Group Holdings plc. Upcoming Dividend • Aug 30
Upcoming dividend of UK£3.71 per share Eligible shareholders must have bought the stock before 06 September 2021. Payment date: 17 September 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.1%). Reported Earnings • Aug 02
Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Recent Insider Transactions • Jul 18
CEO & Executive Director recently bought €1.7m worth of stock On the 16th of July, Rob Perrins bought around 31k shares on-market at roughly €53.96 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rob has been a net seller over the last 12 months, reducing personal holdings by €11m. Reported Earnings • Jun 25
Full year 2021 earnings released: EPS UK£3.39 (vs UK£3.25 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2021 results: Revenue: UK£2.20b (up 15% from FY 2020). Net income: UK£422.7m (up 3.1% from FY 2020). Profit margin: 19% (down from 21% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Mar 02
The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021 The Berkeley Group Holdings plc, Annual General Meeting, Sep 03, 2021. Recent Insider Transactions • Feb 19
Executive Director recently sold €344k worth of stock On the 17th of February, Sean Ellis sold around 7k shares on-market at roughly €49.67 per share. In the last 3 months, there was an even bigger sale from another insider worth €12m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months. Executive Departure • Feb 03
Independent Non-Executive Director has left the company On the 31st of January, Veronica Wadley's tenure as Independent Non-Executive Director ended after 9.1 years in the role. As of September 2020, Veronica personally held 2.00k shares (€92k worth at the time). Veronica is the only executive to leave the company over the last 12 months. Recent Insider Transactions • Jan 09
CEO & Executive Director recently sold €12m worth of stock On the 8th of January, Rob Perrins sold around 229k shares on-market at roughly €52.56 per share. This was the largest sale by an insider in the last 3 months. Rob has been a seller over the last 12 months, reducing personal holdings by €13m. Announcement • Jan 06
Berkeley Group Announces Management Changes Berkeley Group has appointed three new non-executive directors following the retirement of two board members. The upmarket housebuilder told investors Baroness Fleet, Veronica Wadley, would be retiring from the board following the previously announced departure of Adrian Li. The three new appointments are William Jackson, Elizabeth Adekunle and Andy Kemp. William Jackson, who will join the board 5 January 2021, is managing partner of private equity giant Bridgepoint, and has served on a wide range of UK and international boards. He recently announced his departure as senior independent director of British Land and leaves its board on 31 March. He will join the nomination committee on his appointment.Adekunle, who also joins the board 5 January 2021, is Archdeacon of Hackney for the Diocese of London. She currently sits on various bodies within the Metropolitan Police and regional police forces advising on ethical and diversity matters and chairs the monuments and plaques committee of St Paul’s Cathedral. Kemp is a senior partner at PwC in London and will join the board on 1 July following his retirement from the advisory firm. He currently chairs PwC’s non-executive director advisory programme and was previously a member of the audit and risk assurance executive board. He will join Berkeley’s audit committee on his appointment. Announcement • Jan 05
William Jackson Joins the Board of the Berkeley Group Holdings plc The British Land Company PLC announced that William Jackson has joined the Board of the Berkeley Group Holdings plc. Reported Earnings • Dec 05
First half 2021 earnings released: EPS UK£1.50 The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£895.9m (down 3.8% from 1H 2020). Net income: UK£187.7m (down 16% from 1H 2020). Profit margin: 21% (down from 24% in 1H 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Recent Insider Transactions • Oct 15
CEO & Executive Director recently sold €792k worth of stock On the 12th of October, Rob Perrins sold around 16k shares on-market at roughly €49.37 per share. This was the largest sale by an insider in the last 3 months. This was Rob's only on-market trade for the last 12 months. Is New 90 Day High Low • Sep 25
New 90-day low: €44.16 The company is down 7.0% from its price of €47.65 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €25.52 per share. 
