Loading...
IBST logo

Ibstock plcLSE:IBST Stock Report

Market Cap UK£406.7m
Share Price
UK£1.00
UK£1.34
25.4% undervalued intrinsic discount
1Y-46.4%
7D-3.9%
Portfolio Value
View

Ibstock plc

LSE:IBST Stock Report

Market Cap: UK£406.7m

Ibstock (IBST) Stock Overview

Manufactures and sells clay and concrete building products and solutions to customers in the residential construction sector in the United Kingdom. More details

IBST fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance1/6
Financial Health4/6
Dividends1/6

IBST Community Fair Values

Create Narrative

See what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.

Materials opportunity

Ibstock plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Ibstock
Historical stock prices
Current Share PriceUK£1.00
52 Week HighUK£2.01
52 Week LowUK£0.97
Beta0.86
1 Month Change-8.95%
3 Month Change-24.92%
1 Year Change-46.40%
3 Year Change-39.61%
5 Year Change-55.61%
Change since IPO-49.13%

Recent News & Updates

Narrative Update May 03

IBST: 2026 Dividend Reset And New CFO Appointment Will Underpin Recalibrated Upside

Analysts have reduced their price target on Ibstock by £0.34. This reflects slightly more conservative assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Narrative Update Apr 17

IBST: 2026 Dividend Reset Will Test Confidence In Recalibrated Upside

Analysts have trimmed Ibstock’s implied upside. The latest blended price target has moved lower by around £0.34, citing recent Street research that includes target cuts of £0.34 from Deutsche Bank and £0.10 from RBC Capital.
Narrative Update Apr 03

IBST: Macro Uncertainty On 2026 Earnings Will Shape Bullish Dividend Reset Narrative

Analysts have trimmed their price targets for Ibstock, with the average fair value estimate easing from about £1.38 to £1.34. Recent cuts from firms such as Deutsche Bank and RBC reflect more cautious views on 2026 earnings under ongoing macro uncertainty.

Recent updates

Narrative Update May 03

IBST: 2026 Dividend Reset And New CFO Appointment Will Underpin Recalibrated Upside

Analysts have reduced their price target on Ibstock by £0.34. This reflects slightly more conservative assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Narrative Update Apr 17

IBST: 2026 Dividend Reset Will Test Confidence In Recalibrated Upside

Analysts have trimmed Ibstock’s implied upside. The latest blended price target has moved lower by around £0.34, citing recent Street research that includes target cuts of £0.34 from Deutsche Bank and £0.10 from RBC Capital.
Narrative Update Apr 03

IBST: Macro Uncertainty On 2026 Earnings Will Shape Bullish Dividend Reset Narrative

Analysts have trimmed their price targets for Ibstock, with the average fair value estimate easing from about £1.38 to £1.34. Recent cuts from firms such as Deutsche Bank and RBC reflect more cautious views on 2026 earnings under ongoing macro uncertainty.
Narrative Update Mar 18

IBST: Macro Uncertainty And Reset Expectations Will Shape Bullish 2026 Earnings Setup

Analysts have reduced their average price target on Ibstock by about £0.06. This reflects a more cautious view on the company’s earnings potential following recent rating and target cuts tied to ongoing macro uncertainty.
Narrative Update Mar 03

IBST: Reset Expectations And Macro Uncertainty Will Shape 2026 Earnings Setup

Analysts have trimmed their price targets for Ibstock, with recent cuts including a move to £1.44 and commentary flagging potential downside risk to 2026 estimates, which has contributed to a modestly lower consolidated target in our update. Analyst Commentary Recent research has focused on what the reduced price targets imply for Ibstock’s valuation and earnings setup into 2026, rather than just the headline target cuts themselves.
Narrative Update Feb 17

IBST: Cautious Sector Outlook And Trimmed Assumptions Will Shape Future Returns

Analysts have trimmed their fair value estimate for Ibstock from about £1.45 to £1.43, reflecting lower price targets and more cautious assumptions on growth, margins and future P/E multiples following recent sector updates. Analyst Commentary Recent research points to a more cautious stance on Ibstock, with lower price targets and a move to more neutral ratings as analysts reassess earnings risk and valuation multiples.
Narrative Update Feb 02

IBST: Reset Expectations And Cautious Outlook Will Still Support Future Returns

Analysts have revised their fair value estimate for Ibstock to about £1.45 from roughly £1.51, reflecting updated assumptions on growth, margins and a lower Street price target backdrop. Analyst Commentary Bullish and cautious views on Ibstock have both shifted recently as price targets were reset and ratings adjusted, which feeds directly into how you might think about risk and reward around the new fair value estimate.
Narrative Update Jan 19

IBST: End Market Recovery Will Face Cautious Outlook But Still Support Returns

The analyst price target for Ibstock has been trimmed from about £1.55 to roughly £1.51 per share, reflecting analysts' more cautious assumptions on growth, margins, and future P/E as they flag softer end market support and macro uncertainty. Analyst Commentary Recent research updates point to a more cautious stance on Ibstock, with both rating moves and price targets reset closer to the current trading range as analysts reassess growth, execution risks, and valuation under softer demand conditions.
Narrative Update Jan 05

IBST: End Market Recovery Will Support Returns As Planning Impact Gradually Improves

Analysts have reduced their price targets on Ibstock, moving from £2.10 to £1.40 and from £1.70 to £1.50, citing weaker end market support and a slower than expected impact from new build planning changes. Analyst Commentary Recent research takes a more cautious stance on Ibstock, with both rating and price target changes pointing to a reassessment of how quickly the company can translate its positioning into returns for shareholders.
Narrative Update Dec 21

IBST: End Market Recovery Will Drive Future Upside As Planning Uncertainty Eases

Ibstock's analyst price target has been cut to about £1.55 from roughly £1.60, as analysts temper expectations for revenue growth and margins amid softer end market support and delays in new build planning activity. Analyst Commentary Recent research updates highlight a more cautious stance on Ibstock, with lower price targets reflecting subdued expectations for near term growth and profitability.
Narrative Update Dec 07

IBST: End Market Recovery Will Drive Future Upside As Planning Delays Ease

The analyst price target for Ibstock has been revised modestly lower to about £1.60 per share from roughly £1.61. Analysts are factoring in softer end market support and slower-than-expected benefits from planning reforms, along with slightly lower growth and margin assumptions.
Analysis Article Nov 26

Does Ibstock (LON:IBST) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update Nov 23

IBST: End Market Recovery Will Drive Renewed Momentum as Planning Delays Abate

Ibstock's analyst fair value price target has been modestly reduced from £1.64 to £1.61. Analysts cite softer end market conditions and delays in new build planning as key factors behind the adjustment.
Narrative Update Nov 08

IBST: Near-Term Market Headwinds Will Ease as Planning Delays Are Resolved

The analyst price target for Ibstock has been cut from £1.71 to £1.64 per share. This reflects a more cautious view on market conditions and reduced revenue growth expectations, according to analysts.
Narrative Update Oct 25

UK Building Materials Sector Will Face Changing Expectations And Margin Pressures

Analysts have lowered their price target for Ibstock from £1.82 to £1.71, citing reduced growth expectations and a slightly softer profit margin outlook. Analyst Commentary Recent research notes reveal a shift in sentiment among analysts regarding Ibstock's valuation and growth prospects.
Analysis Article Oct 17

Return Trends At Ibstock (LON:IBST) Aren't Appealing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update Oct 11

UK Housing Investment And Sustainable Materials Will Transform Construction

Ibstock Analyst Price Target Revised Downward The analyst price target for Ibstock has been reduced from £2.00 to £1.70 per share. Analysts cite expectations of slightly lower revenue growth and profit margins as key factors in the adjustment.
Analysis Article Jul 01

Ibstock plc's (LON:IBST) Stock Retreats 25% But Earnings Haven't Escaped The Attention Of Investors

Ibstock plc ( LON:IBST ) shares have had a horrible month, losing 25% after a relatively good period beforehand. The...
Analysis Article May 02

Ibstock (LON:IBST) Will Pay A Dividend Of £0.025

Ibstock plc ( LON:IBST ) has announced that it will pay a dividend of £0.025 per share on the 30th of May. Based on...
Analysis Article Apr 19

Some May Be Optimistic About Ibstock's (LON:IBST) Earnings

Shareholders appeared unconcerned with Ibstock plc's ( LON:IBST ) lackluster earnings report last week. We did some...
Analysis Article Apr 15

Ibstock (LON:IBST) Has Announced A Dividend Of £0.025

Ibstock plc's ( LON:IBST ) investors are due to receive a payment of £0.025 per share on 30th of May. Based on this...
Analysis Article Mar 26

Ibstock (LON:IBST) Is Due To Pay A Dividend Of £0.025

Ibstock plc ( LON:IBST ) has announced that it will pay a dividend of £0.025 per share on the 30th of May. This means...
User avatar
New Narrative Mar 09

New Factories And Product Innovation Will Drive Future Success

Strategic investments in new products and capital projects are poised to enhance operational leverage and drive significant revenue and earnings growth.
Analysis Article Mar 09

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

Investors in Ibstock plc ( LON:IBST ) had a good week, as its shares rose 3.4% to close at UK£1.69 following the...
Analysis Article Mar 08

Ibstock (LON:IBST) Has Announced A Dividend Of £0.025

Ibstock plc ( LON:IBST ) has announced that it will pay a dividend of £0.025 per share on the 30th of May. This payment...
Analysis Article Oct 18

These Return Metrics Don't Make Ibstock (LON:IBST) Look Too Strong

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Analysis Article Aug 20

Ibstock (LON:IBST) Has Announced That Its Dividend Will Be Reduced To £0.015

The board of Ibstock plc ( LON:IBST ) has announced that the dividend on 13th of September will be reduced by 56% from...
Analysis Article Aug 15

Ibstock's (LON:IBST) Soft Earnings Are Actually Better Than They Appear

The market was pleased with the recent earnings report from Ibstock plc ( LON:IBST ), despite the profit numbers being...
Analysis Article Aug 06

Is There Now An Opportunity In Ibstock plc (LON:IBST)?

Ibstock plc ( LON:IBST ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in the...
Analysis Article May 26

Unpleasant Surprises Could Be In Store For Ibstock plc's (LON:IBST) Shares

When close to half the companies in the Basic Materials industry in the United Kingdom have price-to-sales ratios (or...
Analysis Article May 10

It's Unlikely That Ibstock plc's (LON:IBST) CEO Will See A Huge Pay Rise This Year

Key Insights Ibstock will host its Annual General Meeting on 16th of May Total pay for CEO Joe Hudson includes...
Analysis Article Feb 23

Returns Are Gaining Momentum At Ibstock (LON:IBST)

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...
Analysis Article Aug 25

We Think Ibstock (LON:IBST) 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...
Analysis Article Aug 05

Ibstock's (LON:IBST) Dividend Will Be Increased To £0.034

Ibstock plc ( LON:IBST ) has announced that it will be increasing its periodic dividend on the 15th of September to...
Analysis Article Jun 22

At UK£1.50, Is It Time To Put Ibstock plc (LON:IBST) On Your Watch List?

Ibstock plc ( LON:IBST ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysis Article Mar 11

Ibstock (LON:IBST) Has Announced That It Will Be Increasing Its Dividend To £0.055

The board of Ibstock plc ( LON:IBST ) has announced that it will be paying its dividend of £0.055 on the 12th of May...
Analysis Article Oct 12

These 4 Measures Indicate That Ibstock (LON:IBST) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Shareholder Returns

IBSTGB Basic MaterialsGB Market
7D-3.9%-0.2%-0.8%
1Y-46.4%-19.5%19.7%

Return vs Industry: IBST underperformed the UK Basic Materials industry which returned -20.2% over the past year.

Return vs Market: IBST underperformed the UK Market which returned 21.7% over the past year.

Price Volatility

Is IBST's price volatile compared to industry and market?
IBST volatility
IBST Average Weekly Movement5.9%
Basic Materials Industry Average Movement5.7%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.6%
10% least volatile stocks in GB Market3.1%

Stable Share Price: IBST has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: IBST's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18251,944Joe Hudsonwww.ibstock.co.uk

Ibstock plc manufactures and sells clay and concrete building products and solutions to customers in the residential construction sector in the United Kingdom. It operates through Clay and Concrete segments. The company offers bricks and masonry, which includes facing and engineering bricks, brick slips, special shaped bricks, walling stone, cast stones, caps and copings, tile bricks, arches, architectural masonry, prefabricated components, eco-habitats, and padstones and lintels, as well as façade systems; and flooring and lintels, such as beam and block flooring, insulated flooring, and hollowcore screed rails.

Ibstock plc Fundamentals Summary

How do Ibstock's earnings and revenue compare to its market cap?
IBST fundamental statistics
Market capUK£406.74m
Earnings (TTM)UK£3.07m
Revenue (TTM)UK£372.10m
128.1x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IBST income statement (TTM)
RevenueUK£372.10m
Cost of RevenueUK£264.34m
Gross ProfitUK£107.77m
Other ExpensesUK£104.69m
EarningsUK£3.07m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.0078
Gross Margin28.96%
Net Profit Margin0.83%
Debt/Equity Ratio36.9%

How did IBST perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
385%
Payout Ratio

Does IBST pay a reliable dividends?

See IBST dividend history and benchmarks
When do you need to buy IBST by to receive an upcoming dividend?
Ibstock dividend dates
Ex Dividend DateMay 07 2026
Dividend Pay DateMay 29 2026
Days until Ex dividend3 days
Days until Dividend pay date19 days

Does IBST pay a reliable dividends?

See IBST dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/08 04:51
End of Day Share Price 2026/05/08 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ibstock plc is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert ChantryBerenberg
Aynsley LamminCanaccord Genuity
Florence O'DonoghueDavy