tiprankstipranks
Trending News
More News >
The Berkeley Group Holdings (GB:BKG)
LSE:BKG

The Berkeley Group Holdings (BKG) AI Stock Analysis

Compare
57 Followers

Top Page

GB:BKG

The Berkeley Group Holdings

(LSE:BKG)

Select Model
Select Model
Select Model
Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
4,574.00p
â–²(9.85% Upside)
The overall stock score is primarily driven by strong valuation metrics, including a low P/E ratio and high dividend yield, which suggest potential undervaluation. However, technical indicators reflect a bearish trend, and financial performance highlights challenges in revenue growth and cash flow generation. Recent positive corporate events, while not weighted, support a positive outlook.
Positive Factors
Profitability & Margins
Sustained gross and net margins indicate durable pricing power and effective cost controls in development projects. Healthy EBIT/EBITDA margins support reinvestment in land and communities, help absorb cyclical revenue dips, and underpin long-term return on equity and shareholder distributions.
Balance Sheet Strength
Conservative leverage and a strong capital structure provide financial flexibility for large-scale, multi-year regeneration projects. Low net debt reduces refinancing risk, supports disciplined land acquisition, and enhances capacity to weather construction cycles and interest rate variability over the medium term.
Management & Capital Allocation
A new CFO and an active buyback program signal management focus on capital allocation and shareholder returns. Strong governance around finance and buybacks can be a durable indicator of prioritised cash deployment, improved financial oversight, and alignment with long-term investor interests.
Negative Factors
Revenue Decline
Falling top-line trends suggest weaker home sales or delivery timing issues, which can erode operating leverage in future periods. Continued revenue contraction limits ability to scale fixed-cost efficiencies and may pressure margins and reinvestment capacity across upcoming development phases.
Weak Cash Conversion
A sharp drop in free cash flow growth and a very low operating-cash-to-net-income ratio indicate difficulty converting profits into cash. This weak conversion can constrain land buying, delay project funding, and increase reliance on external financing, raising liquidity and execution risks.
Geographic Concentration Risk
Heavy exposure to London and the South concentrates earnings and asset risk in one regional market. Adverse local housing cycles, planning or regulatory shifts, or regional economic weakness could materially affect sales velocity and land values, limiting diversification benefits.

The Berkeley Group Holdings (BKG) vs. iShares MSCI United Kingdom ETF (EWC)

The Berkeley Group Holdings Business Overview & Revenue Model

Company DescriptionThe Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. The company is also involved in land selling activities. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brand names. The Berkeley Group Holdings plc was founded in 1976 and is headquartered in Cobham, the United Kingdom.
How the Company Makes MoneyThe Berkeley Group generates revenue primarily through the sale of residential properties, including houses and apartments, which are developed on land acquired through various means such as direct purchases or partnerships with landowners. The company also earns income from commercial developments and the provision of related services, including planning consultancy and project management. Significant partnerships with local authorities and other stakeholders enable Berkeley to engage in large-scale regeneration projects, which can provide substantial profit margins. Additionally, the company has a strategy of investing in long-term land holdings, allowing it to capitalize on rising land values over time, and it often employs a mix of private and affordable housing to diversify its revenue streams.

The Berkeley Group Holdings Financial Statement Overview

Summary
The Berkeley Group Holdings demonstrates strong profitability and a solid balance sheet, with effective cost management and conservative leverage. However, challenges in revenue growth and cash flow generation could impact future financial flexibility.
Income Statement
75
Positive
The Berkeley Group Holdings has shown a slight decline in revenue over the past year, with a revenue growth rate of -2.54%. Despite this, the company maintains strong profitability with a gross profit margin of 26.56% and a net profit margin of 15.36%. The EBIT and EBITDA margins are also healthy at 22.44% and 22.59%, respectively. The company has managed to maintain stable margins despite the revenue decline, indicating effective cost management.
Balance Sheet
80
Positive
The company has a solid balance sheet with a low debt-to-equity ratio of 0.19, indicating conservative leverage. The return on equity is reasonable at 10.73%, reflecting efficient use of equity capital. The equity ratio is robust, suggesting a strong capital structure and financial stability.
Cash Flow
65
Positive
The cash flow statement reveals challenges in cash generation, with a significant decline in free cash flow growth at -43.55%. The operating cash flow to net income ratio is low at 0.11, indicating potential issues in converting income into cash. However, the free cash flow to net income ratio remains high at 0.99, suggesting that the company is still generating cash relative to its net income.
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.49B2.46B2.55B2.35B2.20B
Gross Profit660.30M644.50M696.80M664.80M635.30M
EBITDA561.70M591.30M547.00M569.20M531.70M
Net Income382.00M397.60M465.70M482.40M422.70M
Balance Sheet
Total Assets6.69B7.00B6.86B6.59B5.55B
Cash, Cash Equivalents and Short-Term Investments1.02B1.19B1.07B928.90M1.43B
Total Debt682.20M664.40M665.10M665.90M303.20M
Total Liabilities3.13B3.44B3.53B3.45B2.38B
Stockholders Equity3.56B3.56B3.33B3.14B3.18B
Cash Flow
Free Cash Flow192.10M232.00M408.50M-130.80M329.30M
Operating Cash Flow193.10M233.40M410.50M-129.50M331.70M
Investing Cash Flow-4.00M60.90M-12.80M-27.70M-6.60M
Financing Cash Flow-365.90M-172.70M-256.20M-342.10M-535.80M

The Berkeley Group Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4164.00
Price Trends
50DMA
3895.16
Positive
100DMA
3897.96
Positive
200DMA
3896.63
Positive
Market Momentum
MACD
64.78
Negative
RSI
66.40
Neutral
STOCH
88.97
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BKG, the sentiment is Positive. The current price of 4164 is above the 20-day moving average (MA) of 4030.70, above the 50-day MA of 3895.16, and above the 200-day MA of 3896.63, indicating a bullish trend. The MACD of 64.78 indicates Negative momentum. The RSI at 66.40 is Neutral, neither overbought nor oversold. The STOCH value of 88.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BKG.

The Berkeley Group Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
£4.57B17.787.44%4.54%16.74%-0.16%
70
Outperform
£3.93B11.2710.27%6.38%-6.44%-0.03%
67
Neutral
£5.50B28.712.80%4.73%33.83%15.11%
65
Neutral
£3.19B20.674.49%2.62%16.91%20.93%
65
Neutral
£3.84B45.131.97%8.95%4.21%-65.57%
63
Neutral
£2.16B-221.78-0.31%―-0.57%-104.08%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BKG
The Berkeley Group Holdings
4,164.00
383.02
10.13%
GB:BTRW
Barratt Redrow
394.20
-38.10
-8.81%
GB:BWY
Bellway
2,738.00
219.73
8.73%
GB:VTY
Vistry Group
674.20
94.70
16.34%
GB:PSN
Persimmon
1,447.00
243.52
20.23%
GB:TW
Taylor Wimpey
109.55
1.75
1.63%

The Berkeley Group Holdings Corporate Events

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels Nearly 40,000 Shares After Buyback
Positive
Feb 2, 2026

The Berkeley Group Holdings plc has executed a share buyback transaction, purchasing 39,976 of its ordinary shares on 2 February 2026 through Barclays Bank and cancelling them in line with shareholder authority granted at its September 2025 AGM. The move reduces the company’s total shares in issue to 94,713,329 and may incrementally enhance earnings per share and shareholder value, while also updating the base figure investors must use for regulatory disclosure of holdings under the Financial Conduct Authority’s transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £4532.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Updates Share Capital and Voting Rights Following Buybacks
Neutral
Feb 2, 2026

The Berkeley Group Holdings has reported that as of 30 January 2026 its total issued share capital stands at 102,939,241 ordinary shares, of which 8,105,936 are held in treasury, leaving 94,833,305 voting rights in issue. This updated voting rights figure, which incorporates 80,000 shares recently bought back for cancellation pending settlement, provides the reference denominator for shareholders assessing whether they must disclose changes in their holdings under UK financial transparency rules, and reflects the company’s ongoing capital management through share buybacks and treasury holdings.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £4532.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock Buyback
Berkeley Group Cancels 40,000 Shares After Buyback Transaction
Neutral
Jan 30, 2026

The Berkeley Group Holdings has executed a share buyback transaction, purchasing 40,000 of its ordinary shares on 30 January 2026 through Barclays Bank and cancelling them in line with shareholder authority granted at the September 2025 annual general meeting. The cancellation reduces the company’s total shares in issue to 94,753,305, a change that may marginally enhance earnings per share and affects the denominator shareholders must use when assessing disclosure obligations under UK transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £4439.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 40,000 Shares in Latest Buyback
Positive
Jan 29, 2026

The Berkeley Group Holdings plc has executed a share buyback transaction, purchasing 40,000 of its ordinary shares on 29 January 2026 through Barclays Bank to be cancelled rather than held in treasury. The move, carried out under existing shareholder authority, reduces the company’s shares in issue to 94,793,305 and slightly increases the relative ownership stake of remaining shareholders, while providing updated capital base information relevant for regulatory disclosure thresholds under UK market rules.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £4547.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 39,073 Shares After Latest Buyback
Positive
Jan 27, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 39,073 of its ordinary shares on 27 January 2026 under its existing shareholder authority, with the buyback executed via Barclays Bank at a volume-weighted average price of 4,062.1142 pence per share. Following this cancellation, Berkeley’s total shares in issue stand at 94,833,305, a new denominator for regulatory disclosure thresholds, marginally enhancing earnings per share and signalling continued use of capital-return measures alongside its core residential development strategy.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock Buyback
Berkeley Group Cancels 38,699 Shares After Buyback
Neutral
Jan 26, 2026

The Berkeley Group Holdings plc has repurchased 38,699 of its ordinary shares on 26 January 2026 via Barclays Bank plc, at prices between 4,022p and 4,042p per share, with a volume-weighted average price of 4,034.7556p. The shares bought back will be cancelled rather than held in treasury, reducing the company’s total shares in issue to 94,872,378, a new denominator for investors’ regulatory disclosure thresholds under UK rules and reflecting the continuation of Berkeley’s capital management strategy through share buybacks.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 30,000 Shares After Latest Buyback
Positive
Jan 23, 2026

The Berkeley Group Holdings plc has executed a share buyback transaction, purchasing and cancelling 30,000 of its ordinary shares on 23 January 2026 under the authority granted at its September 2025 AGM. The shares were acquired through Barclays Bank at prices between 3,986p and 4,036p, with a volume-weighted average of 4,011.4803p, and their cancellation reduces the company’s total shares in issue to 94,911,077, a new reference figure for shareholders assessing disclosure obligations under UK regulatory rules. The move marginally enhances earnings per share and signals continued capital return to investors, underscoring Berkeley’s willingness to manage its capital structure actively within the framework of UK listing and transparency regulations.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 2,619 Shares After Latest Buyback
Neutral
Jan 22, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 2,619 of its ordinary shares on 22 January 2026, executing the buyback through Barclays Bank under the authority granted at its September 2025 AGM. The transaction, carried out at prices between 3,952p and 3,974p per share with a volume-weighted average of 3,962.9393p, reduces the company’s shares in issue to 94,941,077 and marginally enhances earnings per share while updating the free-float denominator used by investors for regulatory disclosure thresholds under UK listing rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cuts Share Count with New Buyback and Cancellation
Positive
Jan 21, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 12,971 of its ordinary shares on 21 January 2026 under the shareholder authority granted at its 2025 Annual General Meeting, at prices between 3,950p and 3,978p per share and a volume-weighted average price of 3,964.5703p. Following this transaction, executed through Barclays Bank plc, the company’s total number of shares in issue has been reduced to 94,943,696, a change that slightly enhances existing shareholders’ proportional ownership and will serve as the new reference figure for regulatory disclosure thresholds under the Financial Conduct Authority’s transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 39,096 Shares After Latest Buyback Transaction
Positive
Jan 20, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 39,096 of its ordinary shares on 20 January 2026 under its shareholder-approved buyback authority, with the transaction executed via Barclays Bank at a volume-weighted average price of 3,920.6069 pence per share. Following the cancellation, Berkeley’s total shares in issue stand at 94,956,667, a reduction that marginally enhances earnings and net asset value per share and is relevant for investors monitoring their disclosure thresholds under UK transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 40,000 Shares After Market Buyback
Positive
Jan 19, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 40,000 of its ordinary shares on 19 January 2026 under the authority granted at its September 2025 AGM, paying a volume-weighted average price of 3,952.7375 pence per share via Barclays Bank. The cancellation reduces the company’s share count to 94,995,763 shares in issue, a change that slightly enhances earnings per share and alters the denominator used by investors for regulatory disclosure thresholds under the FCA’s transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels Nearly 40,000 Shares After Buyback
Positive
Jan 16, 2026

The Berkeley Group Holdings plc has carried out a share buyback transaction, purchasing 39,956 of its ordinary shares on 16 January 2026 via Barclays Bank at prices between 3,938p and 3,974p, with a volume-weighted average price of 3,959.0944p. These shares will be cancelled rather than held in treasury, reducing the company’s issued share capital to 95,035,763 shares, a move that marginally increases existing shareholders’ proportional ownership and may be seen as a signal of confidence in the company’s valuation while also updating the reference figure for regulatory disclosure thresholds under UK rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 40,000 Shares in Ongoing Capital Management Move
Neutral
Jan 15, 2026

The Berkeley Group Holdings has executed a share buyback transaction, purchasing and cancelling 40,000 ordinary shares on 15 January 2026 through Barclays Bank at prices ranging between 3,906p and 3,950p, with a volume-weighted average of 3,936.3267p. The cancellation reduces the company’s issued share capital to 95,075,719 shares, a move that marginally enhances earnings per share and adjusts the free float, with implications for investors’ disclosure thresholds under UK transparency rules and underscoring Berkeley’s ongoing capital management strategy.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels Nearly 49,000 Shares After Latest Buyback
Positive
Jan 14, 2026

The Berkeley Group Holdings plc has executed a further share buyback, purchasing 48,974 of its ordinary shares on 14 January 2026 for cancellation, at prices ranging between 3,850p and 3,908p per share, via Barclays Bank. Following this transaction and the cancellation of the repurchased stock, the company’s total shares in issue stand at 95,115,719, a move that marginally increases existing shareholders’ proportional ownership and may signal continued confidence in the group’s valuation and capital-return strategy, while also updating the share count used for regulatory disclosure thresholds.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels Nearly 50,000 Shares After Latest Buyback
Positive
Jan 13, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 49,913 of its ordinary shares on 13 January 2026, executing the buyback via Barclays Bank under a shareholder authority granted at the September 2025 AGM. The transaction, conducted at prices between 3,966p and 4,018p per share with a volume-weighted average of 3,984.3123p, reduces the company’s shares in issue to 95,164,693, slightly enhancing earnings per share and consolidating existing investors’ holdings as the new denominator for regulatory disclosure thresholds under the FCA’s transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 30,319 Shares After Latest Buyback
Neutral
Jan 12, 2026

The Berkeley Group Holdings plc has executed a further share buyback, purchasing 30,319 of its ordinary shares on 12 January 2026 for cancellation under the authority granted at its September 2025 AGM. The shares were acquired through Barclays Bank at prices between 4,020p and 4,050p, with a volume-weighted average of 4,040.1658p, and their cancellation reduces the company’s issued share capital to 95,214,606 shares, a key reference figure for investors assessing disclosure thresholds under the FCA’s transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 25,379 Shares After Latest Buyback
Positive
Jan 8, 2026

The Berkeley Group Holdings plc has repurchased and cancelled 25,379 of its ordinary shares on 8 January 2026, executing the buyback through Barclays Bank under previously granted shareholder authority. The transaction, carried out at a volume-weighted average price of 3,977.1431p per share, reduces the company’s shares in issue to 95,244,925, tightening the equity base and marginally enhancing per-share metrics for existing investors, while updating the reference figure used for regulatory disclosure of significant shareholdings.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 27,917 Shares Following Buyback Transaction
Positive
Jan 7, 2026

The Berkeley Group Holdings plc has executed a share buyback transaction, purchasing and cancelling 27,917 of its ordinary shares on 7 January 2026 under the authority granted at its 2025 annual general meeting. The repurchased shares, acquired via Barclays Bank plc at prices between 3,934p and 3,950p with a volume-weighted average of 3,949.4511p, reduce the company’s total shares in issue to 95,270,304, a change that slightly enhances earnings per share and adjusts the denominator used by investors for regulatory disclosure thresholds under UK transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock Buyback
Berkeley Group Cancels 40,000 Shares After Buyback Transaction
Neutral
Jan 6, 2026

The Berkeley Group Holdings plc has executed a share buyback transaction, purchasing 40,000 of its ordinary shares on 6 January 2026 via Barclays Bank plc for cancellation under an existing shareholder authority. The shares were bought at prices between 3,920p and 3,970p, with a volume-weighted average price of 3,948.2219p, and their cancellation reduces the company’s total shares in issue to 95,298,221, a figure now relevant for investors monitoring disclosure thresholds under UK transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 40,000 Shares After Buyback
Neutral
Jan 2, 2026

The Berkeley Group Holdings plc has repurchased 40,000 of its ordinary shares for cancellation on 2 January 2026, executing the buyback via Barclays Bank under shareholder authority granted at the September 2025 AGM. The transaction, carried out at prices between 3,908p and 3,946p per share with a volume-weighted average of 3,926.0632p, reduces the company’s issued share capital to 95,338,221 shares (excluding treasury shares), a change that may marginally enhance earnings per share and affects the denominator used by investors for regulatory disclosure of shareholdings under FCA transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Updates Market on Voting Rights and Share Capital
Neutral
Jan 2, 2026

The Berkeley Group Holdings plc has confirmed that as of 31 December 2025 its issued share capital comprised 103,524,157 ordinary shares, of which 8,105,936 are held in treasury, leaving 95,418,221 voting rights in the company. This voting-rights figure, which already takes into account 40,000 shares recently purchased for cancellation and awaiting settlement, provides the denominator shareholders must use to assess whether they are required to disclose changes in their holdings under UK transparency rules, offering clarity for investors and regulators on the company’s current capital and governance structure.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock Buyback
Berkeley Group Cancels 40,000 Shares After Latest Buyback
Neutral
Dec 22, 2025

The Berkeley Group Holdings plc has repurchased and cancelled 40,000 of its ordinary shares on 22 December 2025 under its existing shareholder authority, with the transaction executed via Barclays Bank at a volume-weighted average price of 3,868.9683 pence per share. Following this cancellation, the company now has 95,378,221 shares in issue, a change that marginally enhances earnings and net asset value per share and provides an updated reference point for investors assessing disclosure thresholds under UK transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock Buyback
Berkeley Group Cancels 40,000 Shares After Buyback
Positive
Dec 19, 2025

The Berkeley Group Holdings plc has repurchased and cancelled 40,000 of its ordinary shares on 19 December 2025, executing the buyback via Barclays Bank under the authority granted at its September 2025 AGM. The transaction, completed at a volume-weighted average price of 3,883.0544p per share, reduces the company’s total shares in issue to 95,418,221, a move that marginally consolidates existing shareholders’ stakes and may signal management’s confidence in the company’s valuation and capital allocation strategy.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 30,421 Shares After Latest Buyback
Positive
Dec 18, 2025

The Berkeley Group Holdings plc has repurchased 30,421 of its ordinary shares on 18 December 2025, at prices ranging between 3,916p and 3,950p per share, via Barclays Bank plc, under the authority granted at its September 2025 AGM. The shares will be cancelled rather than held in treasury, reducing the total number of shares in issue to 95,458,221; this buyback marginally enhances remaining shareholders’ ownership stakes and signals continued capital management discipline by the housebuilder, with implications for voting rights calculations under UK disclosure and transparency rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock Buyback
Berkeley Group Executes Share Buyback, Reduces Total Issued Shares
Positive
Dec 17, 2025

The Berkeley Group Holdings plc has repurchased 40,000 of its ordinary shares for cancellation as part of a shareholder-authorized buyback program. This action reduces its total issued shares to 95,488,642 and aligns with regulatory requirements, signaling a strategy to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock Buyback
Berkeley Group Cancels 40,000 Shares in Buyback Initiative
Neutral
Dec 16, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares on 16 December 2025, as part of a shareholder-approved buyback program. This transaction, executed through Barclays Bank plc, reduces the company’s total shares in issue to 95,528,642, impacting shareholder calculations under the Financial Conduct Authority’s rules.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3754.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels Over 39,000 Shares Following Purchase
Neutral
Dec 15, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 39,613 of its ordinary shares on 15 December 2025. This transaction, conducted through Barclays Bank plc, was in line with shareholder authority granted at the Annual General Meeting. The cancellation of these shares reduces the total number of shares in issue to 95,568,642, impacting shareholder calculations under the Financial Conduct Authority’s rules.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £5230.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock Buyback
Berkeley Group Reduces Share Count with Recent Buyback
Positive
Dec 11, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 55,374 of its ordinary shares, executed through Barclays Bank plc. This transaction, conducted under the authority from the company’s Annual General Meeting, reduces the total number of shares in issue to 95,608,255. The cancellation of these shares is part of the company’s strategy to manage its capital structure, potentially enhancing shareholder value by reducing the number of shares outstanding.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £5230.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyStock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Dec 10, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 53,281 of its ordinary shares, executed through Barclays Bank plc. This transaction, authorized by shareholders at the recent Annual General Meeting, reduces the total shares in issue to 95,663,629. This move is part of the company’s capital management strategy, potentially impacting shareholder value and market perception.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3710.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Executive/Board Changes
Berkeley Group Appoints Barbara Richmond to Board
Positive
Dec 10, 2025

The Berkeley Group Holdings plc has announced the appointment of Barbara Richmond as an Independent Non-Executive Board Director, effective from January 1, 2026. Richmond, who has extensive experience in finance and integration roles at major companies such as Redrow plc and Barratt Developments plc, is expected to bring valuable expertise to Berkeley’s board, enhancing its strategic direction and governance.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3710.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Berkeley Group Reports Resilient Performance Amid Market Challenges
Positive
Dec 10, 2025

Berkeley Group Holdings has reported a resilient operating performance with a pre-tax profit of £254 million for the six months ending October 2025, despite challenging economic conditions. The company remains on track to meet its profit guidance for FY26 and FY27, supported by strong fundamentals in the London housing market and government policy initiatives. The company has maintained a robust financial position with a net cash of £342 million and has made significant progress in its Berkeley 2035 strategy, which includes shareholder returns, land investment, and the launch of its build-to-rent platform. However, the market faces constraints from higher interest rates and regulatory burdens, impacting housing delivery and investment.

The most recent analyst rating on (GB:BKG) stock is a Hold with a £3710.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Regulatory Filings and Compliance
Berkeley Group Updates on Voting Rights and Share Capital
Neutral
Dec 1, 2025

The Berkeley Group Holdings plc announced that as of November 28, 2025, its total issued share capital comprised 103,822,846 ordinary shares, with 8,105,936 shares held in treasury. This results in a total of 95,716,910 voting rights, which shareholders can use to assess their interest in the company as per FCA regulations. This update is crucial for stakeholders to understand their voting power and any potential changes in their shareholding status.

The most recent analyst rating on (GB:BKG) stock is a Sell with a £3714.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Regulatory Filings and Compliance
Berkeley Group Updates Share Capital and Voting Rights
Neutral
Nov 3, 2025

The Berkeley Group Holdings plc announced that as of 31 October 2025, its total issued share capital consisted of 103,822,846 Ordinary Shares, with 8,105,936 shares held in Treasury. This results in a total of 95,716,910 voting rights, which shareholders can use to determine their notification requirements under the FCA’s Disclosure and Transparency Rules.

The most recent analyst rating on (GB:BKG) stock is a Buy with a £4767.00 price target. To see the full list of analyst forecasts on The Berkeley Group Holdings stock, see the GB:BKG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 07, 2025