PageGroup Holds Profit Guidance as US and Asia Offset Weak Europe and UK

The latest announcement is out from PageGroup ( (GB:PAGE) ).

PageGroup reported a 4.6% year-on-year decline in fourth-quarter 2025 gross profit at constant currency to £190.7m, reflecting subdued client and candidate confidence and prolonged hiring cycles, particularly in Europe and the UK. While EMEA and the UK saw double‑digit full-year gross profit declines, the group delivered growth in the US for a fifth consecutive quarter and in Asia for a third, with Greater China returning to growth for the first time since 2022; overall, permanent recruitment slightly outperformed temporary in Q4 due to tougher comparatives. Management completed a cost optimisation programme that cut 2025 costs by about £5m and is expected to yield around £15m in annualised savings from 2026, while fee earner headcount was trimmed 1.5% in the quarter but productivity per consultant rose 3%. The Board expects full‑year 2025 operating profit to be broadly in line with market consensus at £21.1m, and the company emphasised its strong balance sheet, diversified geographic exposure and ongoing technology investments as it reallocates resources toward higher‑growth markets and seeks to protect margins amid an uncertain macroeconomic outlook.

The most recent analyst rating on (GB:PAGE) stock is a Sell with a £215.00 price target. To see the full list of analyst forecasts on PageGroup stock, see the GB:PAGE Stock Forecast page.

Spark’s Take on GB:PAGE Stock

According to Spark, TipRanks’ AI Analyst, GB:PAGE is a Neutral.

PageGroup’s overall stock score is primarily influenced by its financial performance, which shows challenges with declining revenue and profitability margins. Technical analysis and valuation present mixed signals, with short-term bullishness but concerns over long-term trends and high valuation. The earnings call highlights both challenges and potential recovery opportunities, particularly in strategic initiatives and the U.S. market.

To see Spark’s full report on GB:PAGE stock, click here.

More about PageGroup

PageGroup plc is an international recruitment specialist operating across permanent and temporary hiring markets, with a diversified footprint spanning EMEA, the Americas and Asia-Pacific. The company focuses on professional and specialist roles through its Michael Page, Page Personnel and other brands, with key markets including France, Germany, the UK, the US, Brazil and Greater China, and has been investing in technology, data and AI tools to support productivity and client service.

Average Trading Volume: 854,843

Technical Sentiment Signal: Sell

Current Market Cap: £716.9M

For a thorough assessment of PAGE stock, go to TipRanks’ Stock Analysis page.