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Frasers Group (GB:FRAS)
LSE:FRAS

Frasers Group (FRAS) AI Stock Analysis

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GB:FRAS

Frasers Group

(LSE:FRAS)

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Outperform 73 (OpenAI - 5.2)
Rating:73Outperform
Price Target:
757.00p
â–˛(8.84% Upside)
Frasers Group's overall stock score is driven by its solid financial performance and strategic corporate events, which enhance its market position. While technical indicators suggest weak momentum, the company's undervaluation and strategic initiatives provide a positive outlook.
Positive Factors
Cash Flow Generation
Strong cash flow generation indicates the company's ability to fund operations and growth initiatives without relying heavily on external financing.
Operational Efficiency
Improved operational efficiency through cost management enhances profitability and competitiveness in the retail sector.
Balance Sheet Health
A stable balance sheet with manageable debt levels provides financial flexibility and reduces risk, supporting long-term growth.
Negative Factors
Revenue Growth Challenges
Negative revenue growth indicates difficulties in expanding sales, which could affect market share and long-term competitiveness.
Profitability Margins
Declining profitability margins may hinder the company's ability to reinvest in business development and innovation, impacting future growth.
Earnings Growth
Negative EPS growth suggests the company is struggling to increase its earnings, which can affect investor confidence and funding capabilities.

Frasers Group (FRAS) vs. iShares MSCI United Kingdom ETF (EWC)

Frasers Group Business Overview & Revenue Model

Company DescriptionFrasers Group plc, together with its subsidiaries, retails sports and leisure clothing, footwear, equipment, and apparel through department stores, shops, and online in the United Kingdom and internationally. The company operates through five segments: UK Sports Retail, Premium Lifestyle, European Retail, Rest of World Retail, and Wholesale & Licensing. It is also involved in the wholesale distribution and sale of sports and leisure clothing, footwear, equipment, and apparel; and licensing activities. The company offers its products under its own and third party brands, which include Slazenger, Everlast, Lonsdale, Karrimor, 18montrose, Evans Cycles, Flannels, Frasers, Game, House of Fraser, Jack Wills, Sofa.com, Sports Direct, USC, Flannels, Cruise, van mildert, House of Fraser, Sofa.com, and Jack Wills. As of April 25, 2021, it operated 806 sports retail stores in the United Kingdom; 486 sports retail stores in Europe; 33 stores in Malaysia; 44 stores in the United States; and 179 Premium Lifestyle stores. The company was formerly known as Sports Direct International plc and changed its name to Frasers Group plc in December 2019. Frasers Group plc was founded in 1982 and is headquartered in Shirebrook, the United Kingdom. Frasers Group plc operates as a subsidiary of MASH Holdings Limited.
How the Company Makes MoneyFrasers Group generates revenue primarily through the sale of products across its various retail brands. The company's key revenue streams include direct sales from physical stores, online sales through its e-commerce platforms, and wholesale distributions. Additionally, Frasers Group benefits from its extensive product range, which includes exclusive brands and collaborations, driving customer traffic and sales volume. The company has also established strategic partnerships with various brands, enhancing its product offerings and market reach. Furthermore, Frasers Group's investment in technology and logistics helps optimize its supply chain, reducing costs and improving profit margins. Seasonal promotions and marketing initiatives further contribute to boosting sales during peak shopping periods.

Frasers Group Financial Statement Overview

Summary
Frasers Group demonstrates a solid financial position with strengths in operational efficiency and cash flow generation. However, challenges in revenue growth and profitability margins indicate areas for improvement. The company's balanced approach to financing and effective cash management provide a stable foundation for future growth.
Income Statement
65
Positive
Frasers Group has shown a mixed performance in its income statement. The gross profit margin has improved over the years, indicating efficient cost management. However, the revenue growth rate has been negative in recent years, reflecting challenges in increasing sales. The net profit margin has also declined, suggesting pressure on profitability. Despite these challenges, the company maintains a reasonable EBIT and EBITDA margin, showcasing operational efficiency.
Balance Sheet
70
Positive
The balance sheet of Frasers Group reflects a stable financial position with a manageable debt-to-equity ratio, which has improved over time. The return on equity has been strong, indicating effective use of shareholder funds. However, the equity ratio is moderate, suggesting a balanced approach to financing through debt and equity.
Cash Flow
75
Positive
Frasers Group's cash flow statement shows a positive trend in free cash flow growth, indicating improved cash generation capabilities. The operating cash flow to net income ratio is healthy, suggesting effective conversion of earnings into cash. The free cash flow to net income ratio also supports the company's ability to generate cash relative to its net income.
BreakdownTTMDec 2024Dec 2023Dec 2023Dec 2021Dec 2020
Income Statement
Total Revenue4.97B4.93B5.56B5.54B4.69B3.96B
Gross Profit2.43B2.31B2.37B2.40B2.04B1.37B
EBITDA1.02B778.70M976.20M883.10M609.70M478.00M
Net Income467.70M292.10M491.70M380.80M249.80M93.80M
Balance Sheet
Total Assets6.07B5.13B4.29B4.45B4.14B3.87B
Cash, Cash Equivalents and Short-Term Investments359.80M252.20M332.90M358.60M336.80M534.00M
Total Debt2.33B1.86B1.43B1.45B1.45B1.52B
Total Liabilities3.68B3.14B2.63B2.58B2.83B2.59B
Stockholders Equity2.36B1.96B1.62B1.84B1.29B1.27B
Cash Flow
Free Cash Flow292.60M531.70M44.90M415.00M159.20M45.20M
Operating Cash Flow669.20M943.40M514.30M682.20M482.40M368.70M
Investing Cash Flow-730.70M-1.21B-201.40M-387.40M-123.50M-203.70M
Financing Cash Flow91.00M161.90M-320.40M-297.60M-479.20M-84.00M

Frasers Group Technical Analysis

Technical Analysis Sentiment
Positive
Last Price695.50
Price Trends
50DMA
690.27
Positive
100DMA
704.04
Negative
200DMA
694.83
Positive
Market Momentum
MACD
2.27
Negative
RSI
54.62
Neutral
STOCH
76.70
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:FRAS, the sentiment is Positive. The current price of 695.5 is above the 20-day moving average (MA) of 686.80, above the 50-day MA of 690.27, and above the 200-day MA of 694.83, indicating a bullish trend. The MACD of 2.27 indicates Negative momentum. The RSI at 54.62 is Neutral, neither overbought nor oversold. The STOCH value of 76.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:FRAS.

Frasers Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
ÂŁ1.86B11.96121.78%3.99%3.78%3.29%
74
Outperform
ÂŁ907.31M12.167.90%6.51%-1.35%-12.67%
73
Outperform
£3.00B6.4419.54%―-6.43%52.93%
73
Outperform
ÂŁ1.54B11.956.16%1.18%9.51%-31.96%
71
Outperform
ÂŁ4.05B8.2819.64%1.21%14.60%58.84%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
46
Neutral
ÂŁ840.78M-5.95-11.61%4.48%-19.03%-318.35%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:FRAS
Frasers Group
695.50
73.50
11.82%
GB:DNLM
Dunelm Group
924.00
35.08
3.95%
GB:PETS
Pets at Home
204.60
-7.63
-3.60%
GB:SMWH
WH Smith
675.00
-591.29
-46.69%
GB:CURY
Currys plc
146.00
54.35
59.30%
GB:JD
JD Sports Fashion
81.78
-2.19
-2.61%

Frasers Group Corporate Events

Stock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 26, 2026

Frasers Group PLC has continued its ongoing share buyback programme, repurchasing 29,293 ordinary shares on 23 January 2026 at an average price of 686.3536 pence per share through its broker Barclays Capital Securities Limited. The repurchased shares will be held in treasury, taking the company’s treasury holding to 191,291,776 shares and leaving 449,310,593 ordinary shares in issue excluding treasury, a move that marginally reduces the free float and can enhance earnings per share over time while signalling continued management commitment to returning capital to shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £753.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 23, 2026

Frasers Group PLC has continued its previously announced share buyback programme, purchasing 30,317 ordinary shares on 22 January 2026 at an average price of 695.9165 pence per share through its broker Barclays Capital Securities. All repurchased shares will be held as treasury shares, bringing the company’s treasury holding to 191,262,483 shares and leaving 449,339,886 ordinary shares in issue excluding treasury, a move that marginally reduces the free float and can support earnings per share and capital management objectives for existing shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £756.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Buys Back Further Shares Under Ongoing Repurchase Programme
Positive
Jan 22, 2026

Frasers Group has continued to execute its previously announced share buyback programme, purchasing 32,485 of its ordinary shares on 21 January 2026 at an average price of 681.27 pence per share through its broker, Barclays Capital Securities. The shares acquired will be held in treasury, taking the company’s treasury holding to 191,232,166 ordinary shares and leaving 449,370,203 ordinary shares in issue, a move that modestly reduces the stock’s free float and may enhance earnings per share over time, signalling ongoing capital management and confidence in the group’s valuation.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £756.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Continues Buyback with Purchase of 32,950 Shares for Treasury
Positive
Jan 21, 2026

Frasers Group PLC has repurchased 32,950 of its ordinary shares on 20 January 2026 at an average price of 678.9069 pence per share under its ongoing share buyback programme announced in December 2025, with Barclays Capital Securities acting as broker. The shares acquired will be held in treasury, bringing the company’s treasury shareholding to 191,199,681 and leaving 449,402,688 ordinary shares in issue excluding treasury, a move that marginally reduces free float and can be seen as part of Frasers Group’s continuing effort to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £742.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Tightens Free Float with Latest Treasury Share Buyback
Positive
Jan 20, 2026

Frasers Group PLC has continued to execute its share buyback programme, repurchasing 35,511 ordinary shares on 19 January 2026 at an average price of 676.9225 pence per share through its broker Barclays Capital Securities Limited, with all acquired shares to be held in treasury. Following this latest transaction, the group now holds 191,166,731 shares in treasury and has 449,435,638 ordinary shares in issue excluding treasury stock, a move that marginally reduces the free float and can enhance earnings per share over time, underscoring management’s ongoing focus on capital returns and balance sheet optimisation for shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £746.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Adds to Treasury Stock With Latest Share Buyback
Positive
Jan 19, 2026

Frasers Group has continued to execute its previously announced share buyback programme, repurchasing 35,416 ordinary shares on 16 January 2026 at an average price of 675.3002 pence per share through its broker Barclays Capital Securities Limited. All of the repurchased shares will be held in treasury, bringing the company’s treasury holding to 191,131,220 shares and leaving 449,471,149 ordinary shares in issue excluding treasury stock, a move that marginally reduces the stock available on the market and may enhance earnings per share over time.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £755.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 16, 2026

Frasers Group PLC has continued to execute its previously announced share buyback programme, repurchasing 38,637 ordinary shares on 15 January 2026 at an average price of 679.3940 pence per share through its broker, Barclays Capital Securities Limited. The shares acquired will be held in treasury, taking the company’s treasury holding to 191,095,804 shares and leaving 449,506,565 ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share over time, underlining management’s ongoing use of buybacks as a capital allocation tool.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £751.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 15, 2026

Frasers Group PLC has repurchased 38,286 of its ordinary shares on 14 January 2026 at an average price of 678.8709 pence per share under the buyback programme announced in December 2025, with Barclays Capital Securities Limited acting as broker. All the repurchased shares will be held in treasury, bringing the company’s treasury holding to 191,057,167 shares and leaving 449,545,202 ordinary shares in issue excluding treasury, a move that marginally reduces the free float and can enhance earnings per share while signalling continued management confidence to investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £759.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback Tranche
Positive
Jan 14, 2026

Frasers Group PLC has continued to execute its previously announced share buyback programme, repurchasing 40,032 ordinary shares on 13 January 2026 at an average price of 685.8988 pence per share via Barclays Capital Securities on the London Stock Exchange. All of the repurchased shares are being held in treasury, bringing the company’s treasury holding to 191,018,881 shares and leaving 449,583,488 ordinary shares in issue excluding treasury, a move that modestly reduces the free float and can enhance earnings per share for remaining shareholders while signalling management’s confidence in the group’s valuation and capital position.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Buys Back Further 40,759 Shares for Treasury
Positive
Jan 13, 2026

Frasers Group PLC has continued its previously announced share buyback programme with the repurchase of 40,759 ordinary shares on 12 January 2026 at an average price of 690.0784 pence per share, with Barclays Capital Securities Limited acting as the company’s broker. The acquired shares will be held in treasury, bringing the group’s treasury holding to 190,978,849 shares and leaving 449,623,520 ordinary shares in issue excluding treasury stock, a move that marginally reduces the free float and can enhance earnings per share for remaining investors as the buyback programme progresses.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 12, 2026

Frasers Group PLC has continued executing its previously announced share buyback programme, repurchasing 40,518 ordinary shares on 9 January 2026 at an average price of 696.6628 pence per share through its broker, Barclays Capital Securities. All of the shares bought back will be held in treasury, taking the company’s treasury holding to 190,938,090 shares and leaving 449,664,279 ordinary shares in issue excluding treasury stock, a move that marginally reduces the free float and can enhance earnings per share and capital returns for remaining shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 9, 2026

Frasers Group PLC has continued executing its previously announced share buyback programme, repurchasing 42,131 ordinary shares on 8 January 2026 at an average price of 693.8825 pence per share through its broker, Barclays Capital Securities. The repurchased shares will be held in treasury, bringing the company’s treasury holding to 190,897,572 shares and leaving 449,704,797 ordinary shares in issue, a move that further reduces the free float and may support earnings per share and capital returns for investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Continues Share Buyback, Lifts Treasury Holdings
Positive
Jan 8, 2026

Frasers Group has continued its previously announced share buyback programme, repurchasing 45,146 ordinary shares on 7 January 2026 at an average price of 686.0380 pence per share through its broker, Barclays Capital Securities. All of the acquired shares will be held in treasury, taking the company’s treasury shareholding to 190,855,441 and leaving 449,746,928 ordinary shares in issue excluding treasury, a move that marginally reduces the stock’s free float and can enhance earnings per share for remaining investors while signalling ongoing management confidence in the group’s valuation and capital structure.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Continues Share Buyback With Latest Treasury Share Purchase
Positive
Jan 7, 2026

Frasers Group has continued executing its previously announced share buyback programme, repurchasing 45,706 ordinary shares on 6 January 2026 at an average price of 684.6753 pence per share through its broker, Barclays Capital Securities. The newly acquired shares will be held in treasury, bringing the company’s total treasury holding to 190,810,295 shares and leaving 449,792,074 ordinary shares in issue, a move that marginally reduces the free float and can support earnings per share and capital management objectives for existing investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Buys Back 47,018 Shares for Treasury Under Ongoing Programme
Positive
Jan 6, 2026

Frasers Group PLC has repurchased 47,018 of its ordinary shares on 5 January 2026 at an average price of 671.6166 pence per share as part of the buyback programme launched in mid-December 2025. The shares, acquired via Barclays Capital Securities on the London Stock Exchange, will be held in treasury, taking the company’s treasury holding to 190,764,589 shares and leaving 449,837,780 ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share and capital return metrics for remaining shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 5, 2026

Frasers Group has repurchased 46,128 of its ordinary shares on 2 January 2026 at an average price of 675.4434 pence per share under the buyback programme launched in mid-December 2025, with Barclays Capital Securities acting as broker. The shares acquired will be held in treasury, taking the group’s treasury holding to 190,717,571 shares and leaving 449,884,798 ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share, signalling continued management focus on capital returns and balance-sheet optimisation.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Regulatory Filings and Compliance
Frasers Group Confirms Total Voting Rights at 449.9 Million Shares
Neutral
Jan 2, 2026

Frasers Group PLC has confirmed that its issued share capital consists of 640,602,369 ordinary shares of 10 pence each, of which 190,671,443 are held in treasury, leaving 449,930,926 shares carrying voting rights. The updated voting rights figure provides clarity for investors calculating their holdings and disclosure obligations under UK transparency rules and underscores the current capital structure that underpins the company’s governance and shareholder reporting framework.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 2, 2026

Frasers Group has continued executing its previously announced share buyback programme, purchasing 44,749 of its ordinary shares on 31 December 2025 at an average price of 678.9558 pence per share through its broker Barclays Capital Securities. The repurchased shares will be held in treasury, taking total treasury holdings to 190,671,443 shares and leaving 449,930,926 ordinary shares in issue excluding treasury, a move that marginally reduces the free float and can enhance earnings per share over time, signalling ongoing capital management and confidence in the company’s valuation.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 31, 2025

Frasers Group PLC has continued its recently announced share buyback programme with the repurchase of 44,369 ordinary shares on 30 December 2025 at an average price of 676.7126 pence per share, via its broker Barclays Capital Securities. The shares will be held in treasury, taking the company’s treasury holding to 190,626,694 shares and leaving 449,975,675 ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share, underlining the group’s ongoing capital return strategy for shareholders.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 30, 2025

Frasers Group PLC has continued its recently announced share buyback programme, repurchasing 46,619 ordinary shares on 29 December 2025 at an average price of 671.1896 pence per share through its broker, Barclays Capital Securities. All repurchased shares will be held in treasury, taking the company’s treasury stock to 190,582,325 shares and leaving 450,020,044 ordinary shares in issue, a move that marginally reduces the free float and can be seen as a signal of management’s confidence in the business while incrementally enhancing earnings per share for remaining investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 29, 2025

Frasers Group PLC has continued to execute its previously announced share buyback programme, purchasing 46,896 of its ordinary shares on 24 December 2025 at an average price of 676.9579 pence per share through Barclays Capital Securities, with all repurchased shares to be held in treasury. Following this latest transaction, the group now holds 190,535,706 shares in treasury and has 450,066,663 ordinary shares in issue excluding treasury, a move that marginally reduces the free float and can enhance earnings per share, signalling ongoing capital management and potential confidence in the company’s valuation to investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Frasers Group Upsizes Executive Share Awards Under Revised Incentive Scheme
Neutral
Dec 24, 2025

Frasers Group has revised the size of executive share awards for four senior executives under its Executive Share Scheme, following updated scheme rules approved by shareholders at the company’s September 2025 annual general meeting. The amendments, effective 23 December, increase the number of nil-cost share awards for CEO Michael Murray to 8.4 million shares, CFO Chris Wootton and Chief Supply Chain Officer Sean Nevitt to 833,333 shares each, and COO David Al‑Mudallal to 2.1 million shares, aligning executive incentives more closely with the updated shareholder-approved framework and further tying top management’s remuneration to the company’s long-term share performance.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Expands Treasury Stock with Latest Share Buyback
Positive
Dec 24, 2025

Frasers Group PLC has continued its previously announced share buyback programme, repurchasing 47,256 ordinary shares on 23 December 2025 at an average price of 676.8757 pence via its broker Barclays Capital Securities. The shares, which will be held in treasury, increase the company’s treasury stock to 190,488,810 shares and leave 450,113,559 ordinary shares in issue, underscoring an ongoing capital management strategy that can support earnings per share and signal confidence in the group’s valuation to investors.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 23, 2025

Frasers Group has continued executing its recently announced share buyback programme, repurchasing 44,964 ordinary shares on 22 December 2025 at an average price of 670.07p per share through its broker Barclays Capital Securities. The shares, which will be held in treasury, lift the company’s treasury holding to 190.44 million shares and leave 450.16 million ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share over time, signalling ongoing capital management and potential confidence in the company’s valuation.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Buys Back Further 44,120 Shares for Treasury
Positive
Dec 22, 2025

Frasers Group PLC has continued to execute its recently announced share buyback programme, repurchasing 44,120 ordinary shares on 19 December 2025 at an average price of 688.4896 pence per share through its broker Barclays Capital Securities. The shares acquired will be held in treasury, bringing the company’s total treasury shareholding to 190,396,590 and leaving 450,205,779 ordinary shares in issue, a move that marginally reduces the free float and can enhance earnings per share while signalling ongoing management confidence in the company’s valuation and capital allocation strategy.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Adds to Treasury Stock with Further Share Buyback
Positive
Dec 19, 2025

Frasers Group PLC has continued its recently announced share buyback programme, repurchasing 15,238 ordinary shares on 18 December 2025 through broker Barclays Capital Securities at an average price of 692.6134 pence per share. All of the repurchased shares will be held in treasury, bringing the company’s treasury holding to 190,352,470 shares and leaving 450,249,899 ordinary shares in issue excluding treasury, a move that marginally reduces the stock available to the market and underscores ongoing efforts to manage its capital structure and potentially enhance shareholder value over time.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Conducts Share Buyback to Strengthen Capital Structure
Positive
Dec 18, 2025

Frasers Group PLC has purchased 38,945 of its ordinary shares at an average price of 684.7921 pence per share as part of its recently announced share buyback program. By acquiring these shares, which will be retained as treasury shares, the company aims to manage its capital structure effectively, potentially enhancing shareholder value and influencing its market positioning.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyStock Buyback
Frasers Group Executes Share Buyback to Enhance Capital Structure
Positive
Dec 16, 2025

Frasers Group PLC has executed a share buyback program, purchasing 11,953 of its ordinary shares at an average price of 670.9128 pence per share. This move is part of a broader strategy to manage its capital structure and potentially enhance shareholder value by holding these shares as treasury shares. The buyback reflects the company’s ongoing efforts to optimize its financial operations and maintain a strong market position.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Stock Buyback
Frasers Group Initiates Share Repurchase Program with Barclays
Neutral
Dec 15, 2025

Frasers Group PLC has announced an arrangement with Barclays Bank PLC to purchase up to 10 million ordinary shares during open periods until April 2026. The purpose of these share purchases, which will not exceed an aggregate price of £70 million, is to reduce the company’s share capital by placing the acquired shares into treasury. This move is consistent with the company’s authority to repurchase shares and adheres to UK Listing Rules, potentially impacting the company’s market positioning by consolidating its share capital.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
Frasers Group’s Major Share Pledge to HSBC
Neutral
Dec 9, 2025

Frasers Group PLC announced that MASH Beta Ltd, a company through which Mike Ashley holds shares, has pledged 103,572,688 Ordinary Shares, representing approximately 23% of the company’s issued share capital, to HSBC Bank plc as security for a personal bank lending facility. Despite the pledge, Mike Ashley retains beneficial ownership and full voting rights over these shares, indicating a strategic financial maneuver without altering control over the company.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £1100.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyM&A Transactions
Frasers Group Expands Portfolio with Swindon Designer Outlet Acquisition
Positive
Dec 9, 2025

Frasers Group has acquired the Swindon Designer Outlet, a significant move in its strategy to expand its property portfolio and strengthen its position as a leading retailer and landlord. This acquisition, following the recent purchase of Braehead Shopping Centre, underscores the company’s commitment to its Elevation Strategy, enhancing opportunities for its brands and partners by investing in high-footfall retail locations.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £757.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Frasers Group Reports Solid First Half Amid Challenging Market Conditions
Positive
Dec 4, 2025

Frasers Group reported a solid first half of FY26, driven by its Elevation Strategy, which focuses on improving margins, cost savings, and international expansion. Despite challenging market conditions, the company achieved a 5% revenue increase, with significant growth in international sales. The Group continues to invest in brand partnerships and property acquisitions, enhancing its market position and long-term growth prospects. The company remains cautious about the second half but is confident in its strategic initiatives to navigate industry challenges.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £865.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Regulatory Filings and Compliance
Frasers Group Announces Updated Voting Rights
Neutral
Dec 1, 2025

Frasers Group PLC announced the total number of voting rights and capital as of the end of November 2025, in compliance with FCA’s Disclosure Guidance and Transparency Rules. The company has 640,602,369 ordinary shares, with 450,316,035 voting rights after accounting for treasury shares. This information is crucial for shareholders to assess their interests and any changes in their holdings, impacting the company’s transparency and stakeholder engagement.

The most recent analyst rating on (GB:FRAS) stock is a Buy with a £865.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

Business Operations and StrategyM&A Transactions
Frasers Group Acquires Braehead Shopping Centre to Boost Retail Portfolio
Positive
Nov 20, 2025

Frasers Group PLC has acquired Braehead Shopping Centre, a major retail and leisure destination in Glasgow, as part of its Elevation Strategy. This acquisition strengthens Frasers Group’s position as a leading operator in the retail sector and supports its goal to provide top brands and experiences, while expanding its property portfolio in the UK.

The most recent analyst rating on (GB:FRAS) stock is a Hold with a £800.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS Stock Forecast page.

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

Frasers Group PLC announced the total voting rights and share capital as of the end of October 2025. The company reported 640,602,369 ordinary shares, with 190,286,334 held as treasury shares, resulting in 450,316,035 voting rights. This information is crucial for shareholders to determine their notification requirements under FCA rules, impacting how they manage their interests in the company.

The most recent analyst rating on (GB:FRAS) stock is a Hold with a £760.00 price target. To see the full list of analyst forecasts on Frasers Group stock, see the GB:FRAS 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