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Grafton (GB:GFTU)
LSE:GFTU
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Grafton (GFTU) AI Stock Analysis

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GB

Grafton

(LSE:GFTU)

Rating:72Outperform
Price Target:
1,038.00p
â–²(13.02%Upside)
Grafton's overall score reflects a solid financial structure and successful corporate actions such as share buybacks and strategic acquisitions. However, technical indicators show bearish momentum, and there are concerns about profitability and cash flow trends, which moderate the overall outlook.
Positive Factors
Acquisitions
Grafton has announced a small but attractive acquisition, buying the Irish business of HSS Hire for €32m.
Financial Performance
The acquisition ROIC of 12.3% is attractive, and the deal is earnings enhancing in its first full year.
Negative Factors
Future Outlook
A relatively gloomy view of the 2025 outlook is offered, with no significant pick-up in volumes anticipated.

Grafton (GFTU) vs. iShares MSCI United Kingdom ETF (EWC)

Grafton Business Overview & Revenue Model

Company DescriptionGrafton Group plc engages in the distribution, retailing, and manufacturing businesses in Ireland, the Netherlands, Finland, and the United Kingdom. Its Distribution segment distributes building and plumbing materials to professional trades people engaged in residential repair, maintenance, and improvement projects, as well as in residential and other new build construction. This segment operates 302 branches primarily under the Selco, MacBlair, and Leyland SDM brands in the United Kingdom; the Chadwicks brand in the Republic of Ireland; the Isero and Polvo brands in the Netherlands; and the IKH brand in Finland. The company's Retailing segment engages in DIY and home improvement business that supplies a range of products, including paints, lighting products, homestyle products, housewares, bathroom products, and kitchens, as well as gardening and Christmas products. This segment operates 35 stores primarily under the Woodie's brand. Its Manufacturing segment manufactures dry mortar for residential and commercial construction projects; and plastics and wooden staircase. Grafton Group plc was founded in 1902 and is headquartered in Dublin, Ireland.
How the Company Makes MoneyGrafton Group makes money primarily through its merchanting business, which contributes the majority of its revenue. This division supplies building materials to trade customers, including contractors and builders, through a network of branches. Revenue is generated from the sale of a wide range of products, from heavy building materials to plumbing and heating supplies. The retailing division supports the DIY market, offering products directly to consumers through retail outlets and e-commerce platforms. Additionally, Grafton has a manufacturing division that produces dry mortar and related building products, which are sold to both internal and external customers. The company's earnings are bolstered by its strategic acquisitions, which expand its market presence and product offerings, as well as its focus on operational efficiencies and cost management to improve margins.

Grafton Financial Statement Overview

Summary
Grafton has a stable financial position with strong equity and moderate leverage. However, there are concerns regarding profitability and cash flow trends. While the company manages its costs effectively, leading to healthy gross margins, challenges exist in growing revenue and maintaining net profitability. Cash flow management appears tighter, limiting flexibility for future growth opportunities.
Income Statement
78
Positive
The gross profit margin is robust, indicating effective cost management, with a gross profit margin of approximately 37.1% in 2024. However, the net profit margin declined from 6.4% in 2023 to 5.3% in 2024, suggesting pressure on bottom-line profitability. Revenue growth has been stagnant, with a slight decrease in revenue from 2023 to 2024, reflecting potential market challenges. The EBIT margin decreased from 7.9% to 6.7%, and EBITDA margin also saw a marginal decline, indicating reduced operational efficiency.
Balance Sheet
82
Very Positive
The company's debt-to-equity ratio remains stable at approximately 0.40 in 2024, indicating moderate leverage. Return on equity (ROE) was about 7.6% in 2024, showing a decline from 9.0% in 2023, which suggests a decrease in profitability relative to shareholder equity. The equity ratio remains strong at around 58%, reflecting a solid capital structure with considerable equity financing.
Cash Flow
75
Positive
Operating cash flow decreased from 2023 to 2024, yet the operating cash flow to net income ratio remains healthy, indicating efficient conversion of net income into cash. Free cash flow also decreased, impacting the free cash flow to net income ratio, suggesting less cash available for expansion or debt repayment. Free cash flow growth has been negative, indicating potential cash flow management challenges.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue2.28B2.32B2.30B2.11B2.51B
Gross Profit845.89M374.45M868.65M830.91M855.72M
EBITDA310.55M333.39M386.80M371.06M246.80M
Net Income122.01M148.72M208.62M206.84M107.54M
Balance Sheet
Total Assets2.75B2.81B2.99B2.95B2.98B
Cash, Cash Equivalents and Short-Term Investments509.43M583.94M711.72M844.66M456.03M
Total Debt641.10M633.20M702.80M705.63M810.96M
Total Liabilities1.16B1.15B1.24B1.23B1.52B
Stockholders Equity1.60B1.66B1.75B1.72B1.47B
Cash Flow
Free Cash Flow199.97M220.04M159.50M194.59M279.26M
Operating Cash Flow246.82M272.82M217.34M239.03M316.33M
Investing Cash Flow-37.10M-255.44M-70.58M353.22M-76.69M
Financing Cash Flow-233.79M-342.29M-289.54M-193.10M-141.20M

Grafton Technical Analysis

Technical Analysis Sentiment
Negative
Last Price918.40
Price Trends
50DMA
991.54
Negative
100DMA
922.80
Negative
200DMA
924.43
Negative
Market Momentum
MACD
-22.52
Positive
RSI
37.91
Neutral
STOCH
12.92
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GFTU, the sentiment is Negative. The current price of 918.4 is below the 20-day moving average (MA) of 970.96, below the 50-day MA of 991.54, and below the 200-day MA of 924.43, indicating a bearish trend. The MACD of -22.52 indicates Positive momentum. The RSI at 37.91 is Neutral, neither overbought nor oversold. The STOCH value of 12.92 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:GFTU.

Grafton Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBRS1
74
Outperform
£2.74B17.8010.95%4.81%-1.32%-16.36%
72
Outperform
£1.78B15.087.50%4.03%-1.59%-12.46%
71
Outperform
£222.77M―
6.53%――
70
Outperform
£209.39M31.863.43%6.88%-8.13%-71.44%
70
Neutral
£80.61M―-4.13%2.14%-5.60%-238.37%
65
Neutral
$10.94B15.635.18%2.37%3.14%-27.13%
GBSHI
54
Neutral
£179.60M―-23.81%―-5.41%-11.73%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:GFTU
Grafton
918.40
-63.91
-6.51%
GB:RS1
RS Group PLC
578.00
-204.66
-26.15%
GB:SHI
SIG plc
15.20
-11.35
-42.75%
GB:LTHP
James Latham
122.50
7.87
6.87%
GB:BRCK
Brickability Group PLC
65.00
-3.62
-5.28%
GB:LORD
Lords Group Trading PLC
48.50
7.72
18.93%

Grafton Corporate Events

M&A TransactionsStock BuybackBusiness Operations and StrategyFinancial Disclosures
Grafton Group Reports Revenue Growth Amidst Global Uncertainties
Positive
Jul 10, 2025

Grafton Group plc reported a 10.1% increase in revenue to £1.25 billion for the first half of 2025, driven by acquisitions in Spain and Ireland. Despite a slow start and mid-year slowdown due to global uncertainties, the company remains optimistic about its medium-term outlook, supported by housing shortages and anticipated recovery in RMI demand. The integration of Salvador Escoda in Spain and HSS Hire Ireland is progressing well, and Grafton continues to evaluate growth opportunities. A share buyback program was completed, returning £403.3 million to shareholders.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Executes Share Buyback as Part of GBP 30 Million Program
Positive
Jul 9, 2025

Grafton Group plc, a company listed on the London Stock Exchange, has executed a share buyback transaction as part of its ongoing GBP 30 million buyback program. On July 8, 2025, Grafton purchased 43,445 ordinary shares at an average price of £9.8853 per share, with the highest price paid being £10.0240 and the lowest £9.8170. This transaction is part of a broader strategy to enhance shareholder value and reflects the company’s confidence in its financial position.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Completes £30 Million Share Buyback Programme
Positive
Jul 9, 2025

Grafton Group plc has successfully completed its share buyback programme, repurchasing 3.29 million ordinary shares for cancellation at an average price of £9.1078 per share, totaling £30 million. This buyback represents 1.67% of the company’s issued share capital, potentially enhancing shareholder value and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jul 8, 2025

Grafton Group plc announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange as part of its ongoing £30 million share buyback program. This transaction, executed through Numis Securities Limited, reflects Grafton’s strategic effort to enhance shareholder value by reducing the number of shares in circulation, potentially boosting earnings per share and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jul 7, 2025

Grafton Group plc has announced the purchase and cancellation of 55,000 ordinary shares as part of its ongoing GBP 30 million share buyback program. This transaction, executed on the London Stock Exchange, reflects Grafton’s commitment to enhancing shareholder value by reducing the number of shares in circulation, potentially increasing the value of remaining shares.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Recent Share Purchase
Positive
Jul 4, 2025

Grafton Group PLC announced the purchase and cancellation of 49,524 ordinary shares on the London Stock Exchange as part of its ongoing GBP 30 million share buyback program. This transaction reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure, potentially impacting its market positioning and investor relations positively.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jul 3, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 58,000 ordinary shares on the London Stock Exchange as part of its ongoing GBP 30 million share buyback initiative. This transaction, executed through Numis Securities Limited, is part of a larger effort by Grafton to manage its capital structure and potentially enhance shareholder value, having already acquired over 3 million shares since the program’s commencement in March 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Programme
Positive
Jul 2, 2025

Grafton Group plc, a company involved in a GBP 30,000,000 share buyback programme, announced the purchase and cancellation of 47,332 ordinary shares on the London Stock Exchange, with the transaction being part of an ongoing buyback initiative that began in March 2025. This strategic move is aimed at enhancing shareholder value and optimizing the company’s capital structure, reflecting a commitment to returning capital to shareholders and potentially impacting its market position positively.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Regulatory Filings and Compliance
Grafton Group Announces Change in Major Holdings
Neutral
Jul 1, 2025

Grafton Group PLC, a non-UK issuer, has announced a change in its major holdings, with GLG Partners LP crossing a significant threshold in its voting rights. As of June 30, 2025, GLG Partners LP holds 6.208302% of the total voting rights in Grafton Group, up from less than 5% previously. This change reflects an acquisition or disposal of voting rights and an event altering the breakdown of voting rights, potentially impacting the company’s governance and stakeholder dynamics.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jul 1, 2025

Grafton Group PLC has announced the purchase and cancellation of 30,000 ordinary shares as part of its ongoing GBP 30 million share buyback program. This strategic move, executed through Numis Securities Limited, reflects the company’s commitment to enhancing shareholder value and optimizing its capital structure, potentially impacting its market positioning and investor relations positively.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Regulatory Filings and Compliance
Grafton Group Announces Updated Voting Rights and Capital Structure
Neutral
Jul 1, 2025

Grafton Group plc has announced its total number of Ordinary Shares in issue as of June 30, 2025, which stands at 194,998,494. After accounting for shares held in treasury, the total voting rights amount to 194,498,494. This information is crucial for shareholders to determine their notification requirements under the Transparency Regulations.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jun 30, 2025

Grafton Group plc has announced the purchase and cancellation of 46,079 ordinary shares as part of its £30 million share buyback program, which began on March 6, 2025. This transaction, conducted on the London Stock Exchange through Numis Securities Limited, is part of Grafton’s ongoing efforts to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1200.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Recent Purchase
Positive
Jun 27, 2025

Grafton Group PLC announced the purchase and cancellation of 50,000 ordinary shares on the London Stock Exchange as part of its ongoing GBP 30 million share buyback program. This strategic move, which has seen nearly 3 million shares repurchased since March 2025, is aimed at enhancing shareholder value and optimizing the company’s capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program
Positive
Jun 26, 2025

Grafton Group PLC has announced the purchase and cancellation of 47,000 ordinary shares as part of its £30 million share buyback program. This move is part of Grafton’s strategy to enhance shareholder value and reflects its strong financial position, potentially impacting its market standing positively.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jun 25, 2025

Grafton Group plc has announced the purchase and cancellation of 47,000 ordinary shares as part of its ongoing GBP 30,000,000 share buyback program initiated on 6 March 2025. This transaction, executed on the London Stock Exchange through Numis Securities Limited, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure, having already repurchased a total of 2,827,499 shares.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1220.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Continues Share Buyback Program
Positive
Jun 24, 2025

Grafton Group plc has announced the purchase and cancellation of 48,000 ordinary shares as part of its ongoing GBP 30 million share buyback program. This transaction, executed on the London Stock Exchange, reflects Grafton’s strategic initiative to enhance shareholder value and optimize its capital structure, having already purchased a total of 2,780,499 shares since the program’s inception in March 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jun 23, 2025

Grafton Group plc has announced the purchase and cancellation of 48,000 ordinary shares on the London Stock Exchange as part of its £30 million share buyback program. This transaction, executed by Numis Securities Limited, is part of Grafton’s ongoing efforts to enhance shareholder value, having already acquired over 2.7 million shares since the program’s initiation in March 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Initiative
Positive
Jun 20, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 47,000 ordinary shares for cancellation on the London Stock Exchange. This move is part of its ongoing GBP 30 million share buyback program, which began in March 2025, and aims to enhance shareholder value by reducing the number of shares in circulation.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Recent Purchase
Positive
Jun 19, 2025

Grafton Group plc, a company listed on the London Stock Exchange, has executed a share buyback transaction as part of its ongoing GBP 30 million share buyback program. On 18 June 2025, Grafton purchased and canceled 44,000 ordinary shares at a volume-weighted average price of £9.9627. This transaction is part of a larger strategy to enhance shareholder value and optimize the company’s capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Executive/Board Changes
Grafton Group Strengthens Board with New Appointments
Neutral
Jun 18, 2025

Grafton Group plc has announced the appointment of Andrea Gisle Joosen as a Non-Executive Director, effective from July 1, 2025. She will also serve on the Audit and Risk, Remuneration, and Nomination Committees and is expected to become Chair of the Remuneration Committee. Andrea brings extensive experience from her roles in various companies across the media and technology sectors. Additionally, David Dillon has been appointed to the same committees, enhancing the governance structure of the company.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Regulatory Filings and Compliance
Grafton Group Corrects Voting Rights and Capital Figures
Neutral
Jun 10, 2025

Grafton Group plc has issued a correction to its previous announcement regarding its total voting rights and share capital. The correction addresses a misstatement of 9,607 shares, and the updated figures reflect a total of 195,203,493 ordinary shares in issue, with 194,703,493 voting rights after accounting for treasury shares. This correction ensures compliance with the Transparency Directive regulations, allowing shareholders to accurately calculate their interests in the company.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Recent Purchase
Positive
Jun 6, 2025

Grafton Group PLC announced the purchase and cancellation of 19,542 ordinary shares as part of its ongoing GBP 30 million share buyback program. This move, executed through Numis Securities Limited, is part of a broader strategy to enhance shareholder value by reducing the number of shares in circulation, potentially improving earnings per share and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1220.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jun 4, 2025

Grafton Group PLC announced the purchase and cancellation of 20,968 ordinary shares as part of its ongoing GBP 30 million share buyback program. This transaction, executed on the London Stock Exchange, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure, potentially strengthening its market position and signaling confidence in its financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

M&A TransactionsBusiness Operations and Strategy
Grafton Group Expands with Acquisition of HSS Hire Ireland and Divests MFP Business
Neutral
Jun 3, 2025

Grafton Group plc has completed the acquisition of HSS Hire Ireland Limited, a tool and equipment hire specialist, enhancing its Chadwicks business in Ireland. Concurrently, Grafton has sold its MFP piping business in Ireland to a subsidiary of Wienerberger AG, marking a strategic realignment of its operations.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Jun 3, 2025

Grafton Group plc has executed a share buyback transaction on the London Stock Exchange, purchasing 33,059 ordinary shares for cancellation as part of its ongoing £30 million share buyback program. This move, which is part of a broader strategy announced in March 2025, aims to enhance shareholder value and optimize the company’s capital structure, reflecting Grafton’s commitment to returning capital to shareholders.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and Strategy
Grafton CFO Exercises Share Options
Positive
Jun 2, 2025

Grafton Group PLC announced a transaction involving its Chief Financial Officer, David Arnold, who exercised options to acquire 1,134 Grafton shares at a price of £7.93 per unit under the Employee Savings-Related Share Scheme. This transaction reflects the company’s ongoing commitment to employee investment programs, potentially enhancing stakeholder confidence in its management and financial strategies.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Regulatory Filings and Compliance
Grafton Group Announces Share and Voting Rights Update
Neutral
Jun 2, 2025

Grafton Group plc has announced its total number of ordinary shares and voting rights in accordance with regulatory requirements. As of May 31, 2025, the company has 195,213,100 ordinary shares issued, with 500,000 held in treasury, resulting in 194,713,100 voting rights. This information is crucial for shareholders to determine their notification obligations under the Transparency Regulations and Rules.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Delistings and Listing ChangesBusiness Operations and Strategy
Grafton Group PLC Announces Block Listing of 1 Million Shares
Neutral
May 27, 2025

Grafton Group PLC has applied for a block listing of 1,000,000 shares under its 2021 SAYE Plan, with the shares expected to be admitted to the London Stock Exchange by 30 May 2025. This move is part of the company’s ongoing efforts to enhance its financial flexibility and provide additional opportunities for employee share ownership, potentially strengthening its market position and stakeholder engagement.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 27, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 28,876 ordinary shares on the London Stock Exchange as part of its GBP 30 million buyback initiative. This transaction, executed by Numis Securities Limited, is part of a broader strategy to enhance shareholder value and optimize the company’s capital structure. The buyback program, which began on 6 March 2025, has seen the company purchase a total of 2,519,930 shares to date.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 23, 2025

Grafton Group plc has announced the purchase and cancellation of 46,926 ordinary shares as part of its £30 million share buyback program on the London Stock Exchange. This transaction, executed by Numis Securities Limited, is part of a broader strategy initiated on 6 March 2025, with the company having repurchased a total of 2,491,054 shares to date. The share buyback is expected to enhance shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share and reflecting confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyRegulatory Filings and Compliance
BlackRock Increases Stake in Grafton Group PLC
Neutral
May 21, 2025

Grafton Group PLC has announced a significant change in its shareholder structure as BlackRock, Inc. has increased its holdings in the company, crossing the 3% threshold. This acquisition of voting rights by BlackRock Investment Management (UK) Limited signifies a notable shift in the company’s ownership dynamics, potentially impacting its strategic direction and stakeholder interests.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 16, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 2,774 ordinary shares on the London Stock Exchange as part of its ongoing GBP 30,000,000 buyback initiative. This transaction, executed by Numis Securities Limited, is part of a larger effort that has seen the company buy back a total of 2,444,128 shares since the program’s inception on March 6, 2025. The buyback is in line with regulatory requirements and aims to enhance shareholder value.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 15, 2025

Grafton Group plc announced the purchase and cancellation of 40,000 ordinary shares as part of its ongoing GBP 30 million share buyback program. This transaction, conducted on the London Stock Exchange through Numis Securities Limited, reflects Grafton’s commitment to enhancing shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Share Purchase
Positive
May 14, 2025

Grafton Group plc has announced the purchase and cancellation of 40,000 ordinary shares as part of its £30 million share buyback program initiated on 6 March 2025. This transaction, conducted through Numis Securities Limited on the London Stock Exchange, reflects Grafton’s ongoing efforts to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 13, 2025

Grafton Group PLC has executed a share buyback transaction, purchasing 40,000 ordinary shares for cancellation on the London Stock Exchange as part of its ongoing GBP 30 million share buyback program. This move, which aligns with the company’s strategic financial management efforts, is expected to enhance shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share and signaling confidence in the company’s financial health.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Other
Grafton Group Director Purchases Company Shares
Positive
May 13, 2025

Grafton Group plc announced a transaction involving David Dillon, a Non-Executive Director, who purchased 5,000 shares of the company at a price of £9.85 per share. This transaction, conducted on May 12, 2025, at the XLON exchange, highlights a potential vote of confidence in the company’s prospects by a key member of its board.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £11.70 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 12, 2025

Grafton Group PLC, a company engaged in a share buyback program, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange on May 9, 2025. This transaction is part of a larger GBP 30 million buyback initiative that began on March 6, 2025, and has so far resulted in the acquisition of 2,321,354 shares. The buyback is aimed at enhancing shareholder value by reducing the number of outstanding shares, potentially increasing earnings per share and market value.

Shareholder MeetingsDividendsFinancial Disclosures
Grafton Group AGM: All Resolutions Passed with Strong Shareholder Support
Positive
May 8, 2025

Grafton Group plc successfully held its Annual General Meeting on May 8, 2025, where all proposed resolutions were passed. These resolutions included the approval of financial statements, the declaration of a final dividend, the re-election of several directors, and the authorization for market purchases of the company’s shares. The meeting also confirmed PricewaterhouseCoopers as auditors and set the remuneration for the year. The resolutions were supported by a significant majority, indicating strong shareholder confidence in the company’s governance and strategic direction.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 8, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 40,000 ordinary shares on the London Stock Exchange as part of its £30 million buyback program initiated in March 2025. This move is part of a broader strategy to enhance shareholder value by reducing the number of shares in circulation, potentially boosting earnings per share and improving the company’s financial metrics.

M&A TransactionsBusiness Operations and StrategyFinancial Disclosures
Grafton Group Reports Revenue Growth Amid Strategic Expansion
Positive
May 8, 2025

Grafton Group plc reported a 7.8% increase in group revenue to £773.1 million for the period from January 1 to April 27, 2025, driven by the acquisition of Salvador Escoda in Spain. The company experienced growth across its distribution, retailing, and manufacturing segments, with notable performances in Ireland and the Netherlands. Despite challenges such as fewer trading days and potential US tariffs, Grafton remains optimistic about its medium-term prospects, supported by housing shortages and expected recovery in RMI demand. The company continues to focus on strengthening its market position through organic growth and strategic acquisitions.

Executive/Board Changes
Grafton Group Appoints David Dillon as Non-Executive Director
Positive
May 8, 2025

Grafton Group plc has announced the appointment of Mr. David Dillon as a Non-Executive Director, effective from May 12, 2025. With a distinguished career at CRH plc and extensive experience in the building materials sector, Dillon is expected to contribute significantly to Grafton’s strategic growth and performance, enhancing its industry positioning and value creation efforts.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 7, 2025

Grafton Group plc has announced the purchase and cancellation of 40,000 ordinary shares as part of its ongoing GBP 30,000,000 share buyback program. This transaction, executed on the London Stock Exchange, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure, having already acquired over 2.24 million shares since the program’s inception.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
May 6, 2025

Grafton Group plc, a company involved in a GBP 30,000,000 share buyback program, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange on May 2, 2025. This transaction is part of their ongoing buyback initiative, which began on March 6, 2025, and has seen a total of 2,201,354 shares purchased for cancellation to date. The buyback program aims to enhance shareholder value and optimize the company’s capital structure, potentially impacting its market positioning and investor relations.

Stock Buyback
Grafton Group Advances Share Buyback Program
Positive
May 2, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 20,000 ordinary shares on the London Stock Exchange as part of its GBP 30 million buyback initiative. This transaction, executed through Numis Securities Limited, reflects Grafton’s ongoing efforts to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with New Purchase
Positive
May 1, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange. This transaction is part of their ongoing GBP 30 million share buyback initiative, which began on 6 March 2025. The recent purchase reflects Grafton’s strategy to enhance shareholder value and optimize capital structure, having already acquired over 2.1 million shares for cancellation. The buyback program may impact the company’s stock liquidity and market perception, potentially benefiting shareholders by increasing earnings per share.

Regulatory Filings and Compliance
Grafton Group Announces Voting Rights and Share Capital Update
Neutral
Apr 30, 2025

Grafton Group plc has announced the total number of Ordinary Shares in issue as of April 30, 2025, is 195,584,453, with each share carrying one vote. The company holds 500,000 shares in treasury, resulting in a total of 195,084,453 voting rights. This figure is crucial for shareholders to determine their notification requirements under the Transparency Regulations 2007.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 30, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 40,000 ordinary shares for cancellation on the London Stock Exchange as part of its £30 million buyback program. This move, which follows the acquisition of over 2 million shares since March 2025, is part of Grafton’s strategy to enhance shareholder value and optimize its capital structure.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Initiative
Positive
Apr 29, 2025

Grafton Group plc, a company involved in various sectors, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange as part of its ongoing £30 million share buyback program. This transaction, conducted through Numis Securities Limited, is part of a broader strategy to enhance shareholder value and optimize the company’s capital structure. The buyback program, which began on March 6, 2025, has seen Grafton purchase a total of 2,061,354 shares to date, reflecting the company’s commitment to returning capital to shareholders and potentially improving its stock market performance.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 28, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange as part of its ongoing GBP 30 million buyback initiative. This transaction, executed through Numis Securities Limited, reflects Grafton’s strategic efforts to enhance shareholder value and optimize its capital structure, having already acquired over 2 million shares since the program’s inception in March 2025.

Stock BuybackBusiness Operations and Strategy
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 25, 2025

Grafton Group PLC has announced the purchase and cancellation of 40,000 ordinary shares as part of its ongoing £30 million share buyback program. This move, executed on the London Stock Exchange, is part of a broader strategy to enhance shareholder value and optimize the company’s capital structure.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 24, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange. This transaction is part of a larger GBP 30 million buyback initiative that began on March 6, 2025. The buyback program aims to enhance shareholder value by reducing the number of shares in circulation, potentially increasing earnings per share and providing a positive signal to the market. To date, Grafton has repurchased a total of 1,941,354 shares.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 24, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 40,000 ordinary shares for cancellation on the London Stock Exchange as part of its £30 million buyback program initiated in March 2025. This move reflects Grafton’s ongoing efforts to optimize its capital structure and potentially enhance shareholder value, with a total of 1,941,354 shares repurchased to date, signaling a commitment to returning capital to shareholders.

Executive/Board ChangesBusiness Operations and Strategy
Grafton Group CEO Granted Share Options in Strategic Incentive Move
Neutral
Apr 23, 2025

Grafton Group PLC announced a transaction involving its Chief Executive Officer, Eric Born, who has been granted options under a savings-related share scheme. These options allow the acquisition of 1,306 Grafton Shares at a price of £7.04 per share, exercisable between June and November 2028. This move is part of the company’s ongoing efforts to align executive incentives with shareholder interests, potentially impacting the company’s market positioning and stakeholder relations.

Executive/Board ChangesBusiness Operations and Strategy
Grafton Group CFO Granted Share Options in Strategic Move
Neutral
Apr 23, 2025

Grafton Group PLC announced a transaction involving its Chief Financial Officer, David Arnold, who has been granted options under a savings-related share scheme. These options allow the acquisition of 1,306 Grafton Shares at an option price of £7.04 per share, exercisable between June 2028 and November 2028. This move is part of Grafton’s ongoing efforts to align managerial interests with company performance, potentially impacting its market positioning and stakeholder confidence.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 23, 2025

Grafton Group plc has announced the purchase and cancellation of 40,000 ordinary shares on the London Stock Exchange as part of its £30 million share buyback program. This transaction, conducted through Numis Securities Limited, is a continuation of the buyback initiative that began on March 6, 2025, and reflects Grafton’s commitment to enhancing shareholder value.

Stock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Apr 22, 2025

Grafton Group plc, a company involved in the building materials industry, announced the purchase and cancellation of 32,645 ordinary shares as part of its £30 million share buyback program. This transaction, conducted on the London Stock Exchange, reflects Grafton’s ongoing efforts to optimize its capital structure and potentially enhance shareholder value.

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: Jul 11, 2025