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Bellway p.l.c.LSE:BWY Aktierapport

Marknadsvärde UK£2.2b
Aktiekurs
n/a
1Y-31.2%
7D4.9%
1D-2.1%
Portföljens värde
Utsikt

Bellway p.l.c.

LSE:BWY Aktierapport

Börsvärde: UK£2.2b

Bellway (BWY) Aktievy

Bellway p.l.c., tillsammans med sina dotterbolag, bedriver husbyggnadsverksamhet i Storbritannien. Mer information

BWY fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt1/6
Tidigare resultat1/6
Finansiell hälsa5/6
Utdelningar2/6

BWY Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bellway p.l.c. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Bellway
Historiska aktiekurser
Aktuell aktiekursUK£19.83
52 veckors högstaUK£29.98
52 veckors lägstaUK£17.15
Beta1.38
1 månads förändring3.34%
3 månaders förändring7.54%
1 års förändring-31.24%
3 års förändring-1.44%
5 års förändring-41.14%
Förändring sedan börsintroduktionen639.93%

Senaste nyheter och uppdateringar

Uppdatering av berättelse Jun 24

BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks

The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.

Recent updates

Uppdatering av berättelse Jun 24

BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks

The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

BWYGB Consumer DurablesGB Marknad
7D4.9%3.6%0.2%
1Y-31.2%-41.4%18.1%

Avkastning vs industri: BWY översteg UK Consumer Durables branschen som gav -41.4 % under det senaste året.

Avkastning vs Marknaden: BWY presterade sämre än UK marknaden som gav 18.1 % under det senaste året.

Prisvolatilitet

Is BWY's price volatile compared to industry and market?
BWY volatility
BWY Average Weekly Movement5.7%
Consumer Durables Industry Average Movement5.5%
Market Average Movement5.4%
10% most volatile stocks in GB Market10.9%
10% least volatile stocks in GB Market3.0%

Stabil aktiekurs: BWY har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för UK.

Volatilitet över tid: BWY s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19462,719Jason Honeymanwww.bellwayplc.co.uk

Bellway p.l.c., tillsammans med sina dotterbolag, bedriver bostadsbyggnadsverksamhet i Storbritannien. Bolaget bygger och säljer bostäder, från lägenheter med ett sovrum till familjehem med sex sovrum, samt tillhandahåller bostäder till bostadsrättsföreningar för socialt boende. Bolaget erbjuder bostäder under varumärkena Bellway, Ashberry och Bellway London.

Bellway p.l.c. Sammanfattning av grunderna

Hur förhåller sig Bellway:s resultat och omsättning till dess börsvärde?
BWY grundläggande statistik
BörsvärdeUK£2.24b
Vinst(TTM)UK£156.80m
Intäkter(TTM)UK£2.87b
14.3x
P/E-förhållande
0.8x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
BWY resultaträkning (TTM)
IntäkterUK£2.87b
Kostnad för intäkterUK£2.40b
BruttovinstUK£470.00m
Övriga kostnaderUK£313.20m
IntäkterUK£156.80m

Senast redovisade vinst

Jan 31, 2026

Nästa vinstdatum

Oct 13, 2026

Vinst per aktie (EPS)1.39
Bruttomarginal16.36%
Nettovinstmarginal5.46%
Skuld/egenkapitalförhållande5.4%

Hur har BWY utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.6%
Aktuell utdelningsavkastning
54%
Utbetalningskvot

Ger BWY en tillförlitlig utdelning?

Se BWY utdelningshistorik och jämförelsetal
När behöver man köpa BWY för att få en kommande utdelning?
Bellway datum för utdelning
Ex utdelningsdagMay 21 2026
Utbetalningsdag för utdelningJul 01 2026
Dagar till Ex-utdelning40 days
Dagar till utdelningsdag1 day

Ger BWY en tillförlitlig utdelning?

Se BWY utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/29 08:43
Aktiekurs vid dagens slut2026/06/29 00:00
Intäkter2026/01/31
Årlig intjäning2025/07/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Bellway p.l.c. bevakas av 33 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jonathan BellBarclays
Rajesh PatkiBarclays
Emily BiddulphBarclays