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

The Berkeley Group Holdings (BKG) AI Stock Analysis

Compare
39 Followers

Top Page

GB

The Berkeley Group Holdings

(LSE:BKG)

74Outperform
The Berkeley Group Holdings presents a solid investment case with strong financial stability and attractive valuation. However, challenges from declining revenue and cash flow, along with bearish technical indicators, should be monitored. Positive corporate actions such as share buybacks and insider purchases bolster confidence in the company's future prospects.
Positive Factors
Operational Strategy
Berkeley launched its new 10-year strategy in anticipation of improving market and operational conditions - trading is improving and management is 'hugely encouraged' by planning changes, enabling progress of 10 of its long-term sites and new appraisals in the land market.
Sales Performance
Management reports sales rates so far in H2 as ahead of last year, with good enquiry levels.
Negative Factors
Demand Challenges
Transaction rates are a third lower than FY23, indicating challenges in demand despite underlying interest.
Dividend Policy
The new investment phase comes at a short-term cost to the dividend, with annual payments pledged dropping significantly.
Financial Outlook
The update says that net cash is expected to come in at around ÂŁ300m at the end of April 2025E, which compares to consensus of nearer ÂŁ400m, due to settlement of land.

The Berkeley Group Holdings (BKG) vs. S&P 500 (SPY)

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 Holdings makes money through the development and sale of residential properties, including homes, apartments, and mixed-use developments. The company generates revenue by acquiring land, gaining planning permissions, and constructing residential units which are then sold to homebuyers. Additionally, Berkeley benefits from the sale of commercial spaces within mixed-use developments. The group's strategic focus on urban regeneration projects in high-demand areas helps to maximize property value and return on investment. Partnerships with local authorities and landowners, coupled with a strong brand reputation, also play a significant role in driving sales and profitability.

The Berkeley Group Holdings Financial Statement Overview

Summary
The Berkeley Group Holdings shows stable profitability with consistent margins, but recent declines in revenue and cash flow generation present challenges. The balance sheet is strong, with low leverage and a healthy equity position.
Income Statement
75
Positive
The Berkeley Group Holdings shows stable profitability with a consistent gross profit margin and EBIT margin over the recent years. However, there has been a decline in revenue growth rate, with a noticeable decrease in total revenue from the previous year. The net profit margin has slightly decreased, indicating some pressure on profitability.
Balance Sheet
80
Positive
The balance sheet reflects a strong equity position with a healthy equity ratio and low debt-to-equity ratio, indicating financial stability. The return on equity has slightly declined but remains robust. The company maintains a considerable cash position, supporting its financial resilience.
Cash Flow
70
Positive
Operating cash flow has decreased significantly from the previous year, impacting free cash flow growth negatively. The operating cash flow to net income ratio suggests a decline in cash generation efficiency. Despite this, the company maintains positive free cash flow, which is a positive indicator.
Breakdown
Jun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income StatementTotal Revenue
2.46B2.55B2.35B2.20B1.92B
Gross Profit
644.50M696.80M664.80M635.30M637.40M
EBIT
479.70M522.00M508.00M502.30M469.90M
EBITDA
591.30M547.00M516.00M511.20M486.80M
Net Income Common Stockholders
397.60M465.70M482.40M422.70M410.10M
Balance SheetCash, Cash Equivalents and Short-Term Investments
1.19B1.07B928.90M1.43B1.64B
Total Assets
7.00B6.86B6.59B5.55B5.65B
Total Debt
664.40M665.10M665.90M303.20M502.50M
Net Debt
-527.60M-405.30M-263.00M-1.13B-1.14B
Total Liabilities
3.44B3.53B3.45B2.38B2.55B
Stockholders Equity
3.56B3.33B3.14B3.18B3.10B
Cash FlowFree Cash Flow
232.00M408.50M-130.80M329.30M476.90M
Operating Cash Flow
233.40M410.50M-129.50M331.70M486.60M
Investing Cash Flow
60.90M-12.80M-27.70M-6.60M-40.60M
Financing Cash Flow
-172.70M-256.20M-342.10M-535.80M-82.10M

The Berkeley Group Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4078.00
Price Trends
50DMA
3702.35
Positive
100DMA
3756.35
Positive
200DMA
4237.69
Negative
Market Momentum
MACD
107.78
Negative
RSI
74.05
Negative
STOCH
89.52
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 4078 is above the 20-day moving average (MA) of 3796.60, above the 50-day MA of 3702.35, and below the 200-day MA of 4237.69, indicating a neutral trend. The MACD of 107.78 indicates Negative momentum. The RSI at 74.05 is Negative, neither overbought nor oversold. The STOCH value of 89.52 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 (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBBKG
74
Outperform
ÂŁ4.01B11.1711.03%1.66%0.39%-17.64%
GBPSN
72
Outperform
ÂŁ4.09B15.297.71%4.77%15.42%4.45%
GBGLE
69
Neutral
ÂŁ296.77M17.935.65%2.09%13.91%-2.75%
GBBWY
64
Neutral
ÂŁ3.09B21.054.22%2.11%-11.63%-31.81%
60
Neutral
$6.86B11.743.14%4.15%2.37%-21.95%
54
Neutral
£451.60M―-13.06%1.26%-5.98%-677.54%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BKG
The Berkeley Group Holdings
4,078.00
-553.65
-11.95%
GB:BWY
Bellway
2,636.00
184.25
7.52%
GB:CRST
Crest Nicholson Holdings
178.90
-5.83
-3.16%
GB:GLE
MJ Gleeson PLC
502.00
8.03
1.63%
GB:PSN
Persimmon
1,289.00
52.80
4.27%
GB:TW
Taylor Wimpey
118.45
-2.96
-2.44%

The Berkeley Group Holdings Corporate Events

Stock Buyback
Berkeley Group Executes Share Buyback, Cancels 39,594 Shares
Neutral
Apr 29, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 39,594 of its ordinary shares on April 29, 2025, as part of a shareholder-approved buyback program. This transaction, executed through Barclays Bank plc, reduces the total number of shares in issue to 99,081,862, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings presents a solid investment case with strong financial stability and attractive valuation. However, challenges from declining revenue and cash flow, along with bearish technical indicators, should be monitored. Positive corporate actions such as share buybacks and insider purchases bolster confidence in the company’s future prospects.

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

Stock Buyback
Berkeley Group Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 25, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares, executed through Barclays Bank plc, as part of its shareholder-approved buyback program. This transaction reduces the total number of shares in issue, potentially enhancing shareholder value and reflecting the company’s confidence in its financial position.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates robust financial stability and attractive valuation, supported by strategic corporate actions like share buybacks. However, challenges include declining revenue and cash flow, and a bearish technical analysis trend. The stock’s low P/E ratio and corporate confidence through share buybacks are key strengths, while technical signals warrant cautious optimism.

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

Stock Buyback
Berkeley Group Cancels 39,575 Shares Following Buyback
Neutral
Apr 24, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 39,575 of its ordinary shares, executed through Barclays Bank plc. This transaction, authorized by shareholders, reduces the total number of shares in issue to 99,161,456, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates robust financial stability and attractive valuation, supported by strategic corporate actions like share buybacks. However, challenges include declining revenue and cash flow, and a bearish technical analysis trend. The stock’s low P/E ratio and corporate confidence through share buybacks are key strengths, while technical signals warrant cautious optimism.

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

Stock Buyback
Berkeley Group Cancels 40,000 Shares in Strategic Buyback
Neutral
Apr 23, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares on 23 April 2025, executed through Barclays Bank plc. This transaction, authorized by shareholders, reduces the company’s total shares in issue to 99,201,031, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates robust financial stability and attractive valuation, supported by strategic corporate actions like share buybacks. However, challenges include declining revenue and cash flow, and a bearish technical analysis trend. The stock’s low P/E ratio and corporate confidence through share buybacks are key strengths, while technical signals warrant cautious optimism.

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

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Apr 22, 2025

The Berkeley Group Holdings plc announced the repurchase and cancellation of 40,000 of its ordinary shares, executed through Barclays Bank plc. This transaction, conducted under the authority granted by shareholders, reduces the total number of shares in issue to 99,241,031, potentially impacting shareholder interest calculations and the company’s market positioning.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates robust financial stability and attractive valuation, supported by strategic corporate actions like share buybacks. However, challenges include declining revenue and cash flow, and a bearish technical analysis trend. The stock’s low P/E ratio and corporate confidence through share buybacks are key strengths, while technical signals warrant cautious optimism.

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

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback to Optimize Capital Structure
Positive
Apr 17, 2025

The Berkeley Group Holdings plc announced the repurchase and cancellation of 30,408 ordinary shares on 17 April 2025, as part of its ongoing share buyback program. This transaction, executed through Barclays Bank plc, reflects the company’s strategy to manage its capital structure effectively, potentially enhancing shareholder value by reducing the number of shares in circulation.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback to Enhance Shareholder Value
Positive
Apr 16, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares on April 16, 2025, as part of a buyback program authorized by shareholders. This transaction reduces the total number of shares in circulation, potentially increasing the value of remaining shares and reflecting the company’s strategic focus on enhancing shareholder value.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Business Operations and StrategyRegulatory Filings and Compliance
BlackRock Increases Stake in The Berkeley Group Holdings
Neutral
Apr 16, 2025

The Berkeley Group Holdings PLC, a UK-based company, has announced a change in its major holdings as BlackRock, Inc., a global investment management corporation based in the USA, has crossed a 5% threshold in voting rights. This acquisition of voting rights and financial instruments indicates a significant stake by BlackRock in The Berkeley Group, potentially impacting the company’s governance and strategic decisions.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock Buyback
Berkeley Group Cancels 25,000 Shares in Strategic Buyback
Neutral
Apr 15, 2025

The Berkeley Group Holdings announced the purchase and cancellation of 25,000 of its ordinary shares, executed through Barclays Bank. This transaction, authorized by shareholders, reduces the total number of shares in circulation, potentially impacting shareholder value and market perception of the company’s financial health.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback, Cancelling 39,292 Shares
Neutral
Apr 14, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 39,292 of its ordinary shares on 14 April 2025, as part of a buyback program authorized by shareholders. This transaction, executed through Barclays Bank plc, reflects the company’s strategy to manage its share capital effectively, impacting the total number of shares in circulation and potentially influencing shareholder value.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Apr 11, 2025

The Berkeley Group Holdings announced the repurchase and cancellation of 40,000 ordinary shares, as authorized by shareholders. This transaction, executed through Barclays Bank, reduces the total number of shares in issue to 99,415,731, impacting shareholder notifications under regulatory guidelines.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock Buyback
Berkeley Group Reduces Share Count with Recent Buyback
Neutral
Apr 9, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 35,000 ordinary shares on 9 April 2025, as per the authority granted at the previous Annual General Meeting. This transaction reduces the total number of shares in issue to 99,455,731, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings scores well due to its strong financial stability, low valuation, and strategic corporate actions like share buybacks. However, recent declines in revenue and cash flow, coupled with a bearish technical trend, present challenges that need attention. The company’s overall financial health remains robust, supported by an attractive valuation and positive corporate actions.

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

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Apr 7, 2025

The Berkeley Group Holdings plc has repurchased and cancelled 40,000 of its ordinary shares as part of its ongoing capital management strategy. This transaction, executed through Barclays Bank plc, reduces the total number of shares in issue to 99,490,731, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates solid financial health with robust equity and low leverage, contributing positively to the overall score. However, declines in revenue and cash flow generation present challenges that need addressing. The technical analysis suggests a bearish trend, but the attractive valuation with a low P/E ratio and reasonable dividend yield provides a counterbalance. Recent corporate events, especially share buybacks, further enhance the stock’s attractiveness by potentially increasing shareholder value.

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

Other
Berkeley Group CEO Acquires Significant Shares
Positive
Apr 7, 2025

The Berkeley Group Holdings plc announced a transaction involving its Chief Executive, Robert Perrins, who purchased 14,112 ordinary shares at a price of £35.429021 per share. This transaction, conducted on the London Stock Exchange, highlights a significant investment by a key executive, potentially signaling confidence in the company’s future performance and stability.

Spark’s Take on GB:BKG Stock

According to Spark, TipRanks’ AI Analyst, GB:BKG is a Outperform.

The Berkeley Group Holdings demonstrates solid financial health with robust equity and low leverage, contributing positively to the overall score. However, declines in revenue and cash flow generation present challenges that need addressing. The technical analysis suggests a bearish trend, but the attractive valuation with a low P/E ratio and reasonable dividend yield provides a counterbalance. Recent corporate events, especially share buybacks, further enhance the stock’s attractiveness by potentially increasing shareholder value.

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

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback, Cancelling 35,000 Shares
Positive
Apr 7, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 35,000 of its ordinary shares on April 4, 2025, as part of a share buyback program authorized by shareholders. This transaction, executed through Barclays Bank plc, reflects the company’s ongoing strategy to manage its share capital effectively, potentially enhancing shareholder value by reducing the number of shares in circulation.

Shareholder MeetingsStock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Apr 3, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 45,000 of its ordinary shares, executed through Barclays Bank plc. This transaction, authorized by shareholders at the 2024 Annual General Meeting, reduces the total number of shares in issue to 99,565,731, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Apr 2, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 44,710 of its ordinary shares on April 2, 2025, as part of a shareholder-approved buyback program. This transaction, executed through Barclays Bank plc, reduces the total number of shares in issue to 99,610,731, potentially impacting shareholder interests and market dynamics by altering the supply of shares available.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Updates on Share Capital and Voting Rights
Neutral
Apr 1, 2025

The Berkeley Group Holdings plc announced that as of March 31, 2025, its total issued share capital comprised 108,051,337 Ordinary Shares, with 8,305,936 held in Treasury. This results in 99,745,441 voting rights, a figure that shareholders can use to assess their notification requirements under FCA rules. This total includes 90,000 shares recently purchased for cancellation, which will be settled soon.

Stock Buyback
Berkeley Group Cancels 45,000 Shares in Buyback Move
Neutral
Mar 31, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 45,000 of its ordinary shares on March 31, 2025, as part of a shareholder-authorized buyback program. This transaction, executed through Barclays Bank plc, reduces the total number of shares in issue to 99,655,441, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Cancels 45,000 Shares in Strategic Move
Neutral
Mar 28, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 45,000 of its ordinary shares, executed through Barclays Bank plc. This transaction, conducted under the authority granted at the company’s 2024 Annual General Meeting, results in a new total of 99,700,441 shares in issue. The move is in line with the company’s strategy to manage its share capital and potentially enhance shareholder value.

Business Operations and StrategyRegulatory Filings and Compliance
Berkeley Group Sees Shift in Major Holdings as Barclays Adjusts Stake
Neutral
Mar 28, 2025

The Berkeley Group Holdings PLC announced a change in major holdings, with Barclays PLC adjusting its voting rights position. The notification indicates that Barclays’ voting rights have fallen below the minimum threshold, which may impact Berkeley’s shareholder dynamics and influence future strategic decisions.

Stock Buyback
Berkeley Group Cancels 30,000 Shares Following Purchase
Neutral
Mar 27, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 30,000 ordinary shares, executed through Barclays Bank plc. This transaction, authorized by shareholders, reduces the total number of shares in issue to 99,745,441, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Stock Buyback
Berkeley Group Executes Share Buyback, Cancels 45,000 Shares
Neutral
Mar 26, 2025

The Berkeley Group Holdings plc announced the repurchase and cancellation of 45,000 of its ordinary shares on March 26, 2025, as part of a shareholder-approved buyback program. This transaction, executed through Barclays Bank plc, reduces the total shares in issue to 99,775,441, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Mar 25, 2025

The Berkeley Group Holdings plc has announced the repurchase and cancellation of 40,000 of its ordinary shares as part of a shareholder-approved buyback program. This transaction, conducted through Barclays Bank, reduces the company’s total shares in issue to 99,820,441, which may influence shareholder notifications under regulatory guidelines.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Cancels 40,000 Shares Following Buyback
Neutral
Mar 21, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares on 21 March 2025, as authorized by shareholders at the Annual General Meeting. This transaction, executed through Barclays Bank plc, reduces the total number of shares in issue to 99,895,441, impacting shareholder calculations under the Financial Conduct Authority’s Disclosure Guidance and Transparency Rules.

Business Operations and StrategyRegulatory Filings and Compliance
Barclays Adjusts Holdings in Berkeley Group
Neutral
Mar 20, 2025

The Berkeley Group Holdings PLC has announced a change in major holdings, with Barclays PLC adjusting its voting rights in the company. As of March 18, 2025, Barclays PLC holds a total of 5.51% voting rights in Berkeley Group, down from a previous position of 6.12%. This adjustment reflects a strategic shift in Barclays’ investment portfolio, potentially impacting Berkeley’s market positioning and shareholder dynamics.

M&A TransactionsBusiness Operations and Strategy
Berkeley Group Sees Change in Voting Rights with Barclays Acquisition
Neutral
Mar 18, 2025

The Berkeley Group Holdings PLC has announced a change in its voting rights structure following an acquisition or disposal by Barclays PLC. As of March 14, 2025, Barclays PLC holds a total of 5.21% of voting rights in Berkeley, a slight increase from its previous position. This adjustment in holdings could influence Berkeley’s strategic decisions and impact its stakeholders, reflecting Barclays’ continued interest in the company’s operations.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Cancels 40,000 Shares to Optimize Capital Structure
Neutral
Mar 18, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares, executed through Barclays Bank plc. This transaction, conducted under the authority from the 2024 Annual General Meeting, reduces the total shares in issue to 99,935,441. The move is part of the company’s strategy to manage its share capital effectively, potentially enhancing shareholder value.

Stock Buyback
Berkeley Group Reduces Share Count with Recent Buyback
Neutral
Mar 14, 2025

The Berkeley Group Holdings announced the purchase and cancellation of 30,000 of its ordinary shares, executed through Barclays Bank. This transaction, conducted under shareholder authority, reduces the total shares in issue to 99,975,441, impacting shareholder calculations under regulatory guidelines.

Regulatory Filings and Compliance
Barclays’ Voting Rights in Berkeley Group Fall Below Threshold
Neutral
Mar 14, 2025

The Berkeley Group Holdings PLC announced a change in voting rights as Barclays PLC has crossed a threshold in its holdings. The notification indicates that Barclays’ voting rights have fallen below the minimum threshold, which may impact its influence on company decisions. This development is significant for stakeholders as it could alter the dynamics of shareholder power within the company.

Stock BuybackDividendsBusiness Operations and StrategyFinancial Disclosures
Berkeley Group Reaffirms Earnings Guidance Amid Market Improvements
Neutral
Mar 14, 2025

The Berkeley Group Holdings plc has announced its trading update for the period from November 2024 to February 2025, reaffirming its earnings guidance with an expected pre-tax profit of at least £975 million across FY25 and FY26. The company has seen a modest improvement in sales reservations, although it notes that further economic stability and interest rate reductions are needed for continued growth. Berkeley maintains a strong financial position with anticipated net cash of around £300 million by April 2025, despite increased shareholder returns and land creditor settlements. The company is encouraged by government planning reforms but remains concerned about regulatory changes impacting housing delivery. Berkeley has returned £71.3 million via share buy-backs and declared an interim dividend, with further shareholder returns planned by September 2025.

Business Operations and Strategy
Berkeley Group Holdings Announces Change in Voting Rights
Neutral
Mar 13, 2025

The Berkeley Group Holdings has announced a change in the voting rights held by Barclays PLC, which now holds 5.03% of the voting rights in the company. This adjustment in voting rights, resulting from a combination of direct shares and financial instruments, reflects a slight decrease from a previous position of 5.16%. The change in holdings may influence the company’s governance and decision-making processes, potentially impacting stakeholders and the company’s strategic direction.

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Mar 13, 2025

The Berkeley Group Holdings plc has executed a share buyback, purchasing and cancelling 35,000 of its ordinary shares on 13 March 2025. This transaction, conducted through Barclays Bank plc, reflects the company’s commitment to managing its capital structure effectively. The cancellation of these shares reduces the total number of shares in issue to 100,005,441, which has implications for shareholder calculations under the Financial Conduct Authority’s rules.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback to Optimize Capital Structure
Positive
Mar 12, 2025

The Berkeley Group Holdings plc announced the repurchase and cancellation of 40,000 ordinary shares as part of its ongoing capital management strategy. This transaction, executed through Barclays Bank, reflects the company’s commitment to optimizing its capital structure and potentially enhancing shareholder value by reducing the number of shares in circulation.

Business Operations and StrategyRegulatory Filings and Compliance
Barclays Adjusts Voting Rights in Berkeley Group
Neutral
Mar 12, 2025

Barclays PLC has adjusted its holdings in The Berkeley Group Holdings PLC, crossing a threshold of voting rights. As of March 10, 2025, Barclays holds 5.16% of voting rights, a slight decrease from its previous position. This change in voting rights could influence Berkeley’s strategic decisions and shareholder dynamics.

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Positive
Mar 5, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 35,000 ordinary shares on 5 March 2025, as part of a shareholder-approved buyback program. This transaction reduces the total number of shares in issue to 100,160,185, impacting shareholder calculations under the Financial Conduct Authority’s rules and potentially enhancing shareholder value by reducing the share supply.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Mar 4, 2025

The Berkeley Group Holdings plc has announced the purchase and cancellation of 30,000 of its ordinary shares as part of a share buyback program authorized by shareholders. This transaction, executed through Barclays Bank plc, reflects the company’s strategy to manage its share capital and potentially enhance shareholder value. Following this cancellation, the total number of shares in issue is 100,195,185, which is relevant for shareholders monitoring their interests under regulatory guidelines.

Stock Buyback
Berkeley Group Cancels 45,000 Shares Following Buyback
Neutral
Mar 3, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 45,000 of its ordinary shares on 3 March 2025. This transaction, executed through Barclays Bank plc, was conducted under the authority granted by shareholders at the company’s Annual General Meeting. The cancellation of these shares reduces the total number of shares in issue to 100,225,185, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Business Operations and Strategy
BlackRock Reduces Stake in Berkeley Group Holdings
Neutral
Mar 3, 2025

The Berkeley Group Holdings PLC, a UK-based company, has reported a change in its major holdings. BlackRock, Inc., a significant shareholder, has reduced its voting rights in the company to below 5% as of February 28, 2025. This change reflects a decrease from a previous position of 9.94%, indicating a notable shift in BlackRock’s investment strategy concerning Berkeley Group. This adjustment in holdings may influence the company’s market dynamics and stakeholder perceptions, potentially impacting its future financial strategies and investor relations.

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

The Berkeley Group Holdings plc announced that as of February 28, 2025, its total issued share capital consisted of 108,661,121 Ordinary Shares, with 8,305,936 held in Treasury. This results in a total of 100,355,185 voting rights, which includes 85,000 shares purchased for cancellation. This information is crucial for shareholders to determine their notification requirements under the FCA’s Disclosure and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Cancels 40,000 Shares in Strategic Move
Neutral
Feb 28, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 40,000 of its ordinary shares on 28 February 2025. This transaction, executed through HSBC Bank plc, aligns with the authority granted by shareholders and impacts the total number of shares in issue, which now stands at 100,270,185. This move is part of the company’s ongoing strategy to manage its share capital and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback to Optimize Capital Structure
Positive
Feb 27, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 45,000 of its ordinary shares on 27 February 2025, as part of a shareholder-approved buyback program. This transaction, executed through HSBC Bank plc, reflects the company’s ongoing strategy to manage its share capital effectively, potentially enhancing shareholder value and adjusting its market positioning.

Stock BuybackDividends
Berkeley Group Announces Interim Dividend Amidst Shareholder Returns Program
Positive
Feb 27, 2025

The Berkeley Group Holdings plc has announced an interim dividend of 33.00 pence per share, to be paid on 28 March 2025. This dividend is part of the company’s shareholder returns program, which aims to return £283.5 million by 30 September 2025. The announcement indicates that £81.7 million has already been satisfied through share buy-backs, and the remaining balance will be addressed through further dividends or buy-backs, impacting the company’s financial strategy and shareholder value.

Stock Buyback
Berkeley Group Executes Share Buyback, Cancelling 30,000 Shares
Positive
Feb 25, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 30,000 of its ordinary shares on 25 February 2025, as part of a shareholder-approved buyback program. This move is likely to impact the company’s share capital structure by reducing the number of shares in circulation, potentially enhancing shareholder value and signaling confidence in the company’s financial health.

Stock Buyback
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Feb 24, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 30,000 of its ordinary shares on 24 February 2025, as part of a buyback program authorized by shareholders. This transaction reduces the total number of shares in issue to 100,425,185, impacting shareholder calculations under the Financial Conduct Authority’s rules.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback Strategy
Positive
Feb 19, 2025

The Berkeley Group Holdings announced the purchase and cancellation of 35,000 ordinary shares as part of its ongoing share buyback program. This transaction, conducted through HSBC Bank plc, reflects the company’s strategy to manage its capital structure efficiently, potentially enhancing shareholder value.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Repurchases and Cancels 30,000 Shares
Neutral
Feb 18, 2025

The Berkeley Group Holdings plc announced that it has repurchased and canceled 30,000 of its ordinary shares as part of its ongoing strategy to manage its share capital effectively. This transaction was conducted through HSBC Bank plc under the authority granted by shareholders at the last Annual General Meeting. The cancellation of these shares will slightly reduce the total number of shares in issue, potentially impacting shareholder interests and market dynamics related to the company.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Announces Share Buyback and Cancellation
Positive
Feb 14, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 30,000 of its ordinary shares on February 14, 2025, with the transaction executed through HSBC Bank plc. This move is part of the company’s ongoing strategy to manage its share capital, positively impacting the shareholder value by reducing the number of shares in circulation, thereby potentially increasing the earnings per share.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback and Cancellation
Positive
Feb 13, 2025

The Berkeley Group Holdings announced the purchase and cancellation of 40,000 of its ordinary shares, as authorized by its shareholders. This transaction reflects the company’s strategy to manage its share capital efficiently, potentially enhancing shareholder value and impacting the company’s market positioning by reducing the number of shares in circulation.

Stock Buyback
Berkeley Group Cancels 40,000 Shares in Recent Buyback
Neutral
Feb 12, 2025

On 12 February 2025, The Berkeley Group Holdings announced the repurchase and cancellation of 40,000 of its ordinary shares, executed through HSBC Bank plc, as part of its shareholder-approved buyback program. This transaction impacts the total share count, now at 100,630,185, which affects shareholder notifications under regulatory requirements.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Share Buyback to Optimize Capital Structure
Neutral
Feb 11, 2025

Berkeley Group Holdings PLC has announced the repurchase and cancellation of 40,000 of its ordinary shares, a move executed through HSBC Bank plc. This transaction, sanctioned by shareholders at the recent Annual General Meeting, reflects the company’s strategy to manage its capital efficiently. Following this buyback, the total number of shares in circulation stands at 100,670,185. This action can impact shareholder dynamics, as it reduces the total shares available, potentially increasing the value of remaining shares.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Buys Back and Cancels 35,000 Shares
Neutral
Feb 10, 2025

The Berkeley Group Holdings announced the purchase and cancellation of 35,000 of its own ordinary shares, with the highest price paid per share being 3,810 pence. This strategic move, facilitated by HSBC Bank, will reduce the company’s total shares in issue to 100,710,185, potentially impacting shareholder interests and emphasizing its focus on shareholder value.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Executes Strategic Share Buyback
Positive
Feb 7, 2025

The Berkeley Group Holdings plc announced the repurchase and cancellation of 35,000 of its ordinary shares, executed through HSBC Bank plc. This transaction, authorized by shareholders, reduces the number of shares in circulation to 100,745,185. The buyback aims to enhance shareholder value and reflects a strategic move to optimize the company’s capital structure.

Stock BuybackBusiness Operations and Strategy
Berkeley Group Cancels 30,000 Shares in Strategic Buyback Move
Positive
Feb 5, 2025

The Berkeley Group Holdings plc announced the purchase and cancellation of 30,000 ordinary shares on February 5, 2025, as part of its shareholder-approved buyback program. This transaction, executed through HSBC Bank plc, reflects the company’s ongoing efforts to manage its share capital and could potentially enhance shareholder value by reducing the number of shares in circulation.

Stock BuybackRegulatory Filings and Compliance
Berkeley Group Executes Share Buyback and Cancellation
Neutral
Feb 3, 2025

The Berkeley Group Holdings plc announced it has repurchased and cancelled 30,000 of its ordinary shares, utilizing the authority from the shareholders’ meeting. This transaction, conducted through HSBC Bank plc, affects the total number of shares in circulation, which now stands at 100,810,185. The share buyback is a strategic financial move impacting shareholder interests and ensuring compliance with regulatory requirements.

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

The Berkeley Group Holdings plc announced that as of January 31, 2025, its total issued share capital comprised 109,146,121 ordinary shares, with 8,305,936 shares held in treasury. This results in a total of 100,840,185 voting rights available to shareholders. This update is crucial for shareholders to determine their reporting obligations under the FCA’s Disclosure and Transparency Rules, potentially impacting their investment decisions and engagement with the company.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

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.