Taylor Wimpey initiated with a Neutral at Goldman Sachs

Goldman Sachs analyst Rebecca Parker initiated coverage of Taylor Wimpey (TWODF) with a Neutral rating and 109 GBp price target The firm has a constructive view on U.K. Home Builders, as a better operating backdrop supports volume growth, margin expansion, and accelerating EPS, none of which seem fully reflected in valuations, the analyst tells investors in a research note. Despite some budget-related uncertainty, the event could reset sentiment and refocus attention on improving housing indicators and falling mortgage rates into 2026, which should aid affordability, Goldman says.