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

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GB:GFTU

Grafton

(LSE:GFTU)

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Outperform 79 (OpenAI - 4o)
Rating:79Outperform
Price Target:
1,119.00p
▲(16.95% Upside)
Grafton's overall stock score is driven by a positive earnings call that highlighted profit growth and strong capital returns, despite challenges in certain markets. The financial performance is stable but shows room for improvement in profitability and cash flow management. Technical indicators suggest strong momentum, although caution is advised due to overbought signals. The valuation is attractive with a reasonable P/E ratio and a solid dividend yield.
Positive Factors
Profit Growth
The return to profit growth indicates improved operational efficiency and strategic execution, enhancing long-term shareholder value.
Strong Capital Returns
Strong capital returns reflect robust cash generation and management's commitment to enhancing shareholder value, supporting investor confidence.
Revenue Growth
Significant revenue growth and margin improvement suggest effective market positioning and product demand, supporting future expansion.
Negative Factors
Challenges in Finland
Operational challenges and revenue decline in Finland highlight regional market difficulties, potentially impacting overall profitability.
Weaker UK Market Conditions
Weak UK market conditions, particularly in RMI demand, could hinder revenue growth and operational performance in a key market.
Cash Flow Management Challenges
Decreased free cash flow limits financial flexibility, potentially constraining growth initiatives and debt management capabilities.

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

Grafton Business Overview & Revenue Model

Company DescriptionGrafton (GFTU) is a leading UK-based distributor of building materials and a provider of related services. The company operates across several sectors, including construction, plumbing, and heating. Grafton offers a wide range of core products, including timber, insulation materials, plumbing supplies, and tools, catering to both professional builders and DIY enthusiasts. With a strong presence in the UK and Ireland, Grafton is committed to delivering high-quality products and exceptional customer service.
How the Company Makes MoneyGrafton generates revenue primarily through the sale of building materials and related products to construction and trade professionals. The company operates through several subsidiaries, which contribute to its diverse revenue streams by targeting different market segments, including merchants, retailers, and online platforms. Key revenue streams include sales from branches and distribution centers, e-commerce sales, and value-added services such as delivery and logistics. Grafton also benefits from strategic partnerships with well-known manufacturers and suppliers, enhancing its product offerings and market reach. Additionally, the company's focus on expanding its digital presence and improving operational efficiency plays a significant role in driving profitability.

Grafton Earnings Call Summary

Earnings Call Date:Sep 04, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Feb 26, 2026
Earnings Call Sentiment Positive
The earnings call presented a generally positive outlook with highlights including a return to profit growth, strong capital returns, and robust performances in Ireland and Spain. However, challenges in Finland and continued weakness in the UK market, particularly in RMI demand, were noted as lowlights.
Q2-2025 Updates
Positive Updates
Return to Profit Growth
Adjusted operating profit increased by almost 10%, and adjusted earnings per share rose by 6.5%.
Strong Capital Returns
GBP 81 million returned to shareholders through dividends and share buybacks. A new buyback program for GBP 25 million announced.
Revenue Growth
Revenue of GBP 1.25 billion was 10.1% higher than the same period last year, with a 60 basis point improvement in gross margin.
Strong Performance in Ireland and Spain
Irish distribution business delivered a 7.3% increase in adjusted operating profit, and Spain's Salvador Escoda showed a 6.9% increase in like-for-like revenue.
Negative Updates
Challenges in Finland
The business experienced a revenue decline of 5.8% with significant gross margin pressure and operational challenges.
Weaker UK Market Conditions
RMI demand remained weak, especially in London and the Southeast, impacting the UK distribution business.
Company Guidance
In the recent call, Grafton Group provided detailed guidance on its financial performance, highlighting a return to profit growth for the first time in several years. The company reported a 10% increase in adjusted operating profit and a 6.5% rise in adjusted earnings per share. Strong free cash conversion bolstered the group's balance sheet, which showed net cash of GBP 246 million at the end of June. The company returned GBP 81 million to shareholders through dividends and share buybacks, and announced a new GBP 25 million buyback program. Revenue increased by 10.1% to GBP 1.25 billion, with a 60 basis point improvement in gross margin, maintaining a first-half margin of 7.3%. The effective tax rate was 19.5%, and adjusted return on capital employed stood at 10.9%. The call emphasized continued growth in Ireland and Spain, with a cautious outlook for the U.K. and Finland due to challenging market conditions.

Grafton Financial Statement Overview

Summary
Grafton has a stable financial position with strong equity and moderate leverage, though there are concerns regarding profitability and cash flow trends. While the company manages its costs effectively, leading to healthy gross margins, there are challenges 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.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue2.40B2.28B2.32B2.30B2.11B2.51B
Gross Profit158.39M845.89M374.45M868.65M830.91M855.72M
EBITDA274.52M310.55M333.39M386.80M371.06M246.80M
Net Income133.40M122.01M148.72M208.62M206.84M107.54M
Balance Sheet
Total Assets2.87B2.75B2.81B2.99B2.95B2.98B
Cash, Cash Equivalents and Short-Term Investments494.50M509.43M583.94M711.72M844.66M456.03M
Total Debt641.82M641.10M633.20M702.80M705.63M810.96M
Total Liabilities1.26B1.16B1.15B1.24B1.23B1.52B
Stockholders Equity1.61B1.60B1.66B1.75B1.72B1.47B
Cash Flow
Free Cash Flow207.13M199.97M220.04M159.50M194.59M279.26M
Operating Cash Flow240.23M246.82M272.82M217.34M239.03M316.33M
Investing Cash Flow-121.05M-37.10M-255.44M-70.58M353.22M-76.69M
Financing Cash Flow-192.22M-233.79M-342.29M-289.54M-193.10M-141.20M

Grafton Technical Analysis

Technical Analysis Sentiment
Positive
Last Price956.80
Price Trends
50DMA
912.21
Positive
100DMA
913.54
Positive
200DMA
902.30
Positive
Market Momentum
MACD
12.47
Positive
RSI
50.72
Neutral
STOCH
17.71
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GFTU, the sentiment is Positive. The current price of 956.8 is above the 20-day moving average (MA) of 945.64, above the 50-day MA of 912.21, and above the 200-day MA of 902.30, indicating a neutral trend. The MACD of 12.47 indicates Positive momentum. The RSI at 50.72 is Neutral, neither overbought nor oversold. The STOCH value of 17.71 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:GFTU.

Grafton Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
£1.80B13.938.33%3.95%5.75%5.86%
71
Outperform
£2.59B16.8510.95%4.05%-1.32%-16.36%
64
Neutral
£208.85M6.53%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
60
Neutral
£173.96M26.473.43%6.50%7.23%-59.68%
57
Neutral
£52.36M-21.88-5.01%2.67%0.10%-32.11%
43
Neutral
£107.64M-1.54-37.89%-2.08%-9.83%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:GFTU
Grafton
942.00
-4.01
-0.42%
GB:RS1
RS Group PLC
595.00
-149.08
-20.04%
GB:SHI
SIG plc
9.06
-13.39
-59.64%
GB:LTHP
James Latham
122.50
7.87
6.87%
GB:BRCK
Brickability Group PLC
52.00
-9.59
-15.57%
GB:LORD
Lords Group Trading PLC
31.50
-5.79
-15.53%

Grafton Corporate Events

Stock Buyback
Grafton Group Executes Share Buyback as Part of GBP 25 Million Program
Positive
Oct 24, 2025

Grafton Group plc, a company listed on the London Stock Exchange, has executed a share buyback transaction as part of its GBP 25 million buyback program. On October 23, 2025, Grafton repurchased 25,304 ordinary shares at a volume-weighted average price of £9.581143, with the highest price paid per share being £9.600. This transaction is part of a broader initiative 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 £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Continues Share Buyback Program with Recent Purchase
Positive
Oct 23, 2025

Grafton Group plc, a company involved in the building materials industry, announced the purchase and cancellation of 3,210 ordinary shares as part of its ongoing GBP 25 million share buyback program. This transaction, executed on the London Stock Exchange, reflects Grafton’s strategic effort to enhance shareholder value and optimize its capital structure, having already acquired over 2.15 million shares since the program’s initiation in September 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Oct 22, 2025

Grafton Group plc, a company operating in the building materials and DIY retail industry, announced the purchase and cancellation of 70,000 ordinary shares as part of its ongoing £25 million share buyback program. This transaction, conducted on the London Stock Exchange through Numis Securities Limited, reflects Grafton’s strategic initiative to enhance shareholder value by reducing the number of shares outstanding, potentially increasing the value of remaining shares.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Grafton Group Announces Board Changes
Neutral
Oct 22, 2025

Grafton Group plc, a company involved in the building materials industry, announced changes in its board of directors as part of its succession plan. Susan Murray and Vincent Crowley have retired as Non-Executive Directors, with Dr. Rosheen McGuckian succeeding Mrs. Murray as Senior Independent Director. This change reflects the company’s ongoing strategic planning and leadership transition, which is expected to maintain its direction and achievements.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Programme with Latest Purchase
Positive
Oct 21, 2025

Grafton Group plc has announced the purchase and cancellation of 75,000 ordinary shares as part of its ongoing GBP 25,000,000 share buyback programme. This move is part of a strategic effort to enhance shareholder value, having already cancelled over 2 million shares since the programme’s inception in September 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Stock Buyback
Grafton Group Enhances Shareholder Value with Share Buyback
Positive
Oct 20, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 75,000 ordinary shares for cancellation on the London Stock Exchange as part of its ongoing £25 million buyback program. This move, which aligns with the company’s capital allocation strategy, is expected to enhance shareholder value by reducing the number of shares in circulation, thereby potentially increasing earnings per share.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Oct 17, 2025

Grafton Group PLC has announced the purchase and cancellation of 50,000 ordinary shares as part of its ongoing £25 million share buyback program. This move is part of a broader strategy to enhance shareholder value, reflecting the company’s strong financial position and commitment to returning capital to its investors.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Neutral
Oct 16, 2025

Grafton Group plc, a company involved in a share buyback program, has recently repurchased 11,027 of its ordinary shares on the London Stock Exchange. This transaction is part of a larger GBP 25,000,000 buyback initiative that began in September 2025, aimed at consolidating its shares and potentially enhancing shareholder value.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Oct 15, 2025

Grafton Group plc, a company listed on the London Stock Exchange, has announced the purchase and cancellation of 6,251 ordinary shares as part of its £25 million share buyback program. This transaction, executed through Numis Securities Limited, reflects Grafton’s ongoing efforts to enhance shareholder value by reducing the number of shares outstanding, 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 £1022.00 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
Oct 14, 2025

Grafton Group PLC, a company involved in a share buyback initiative, announced the purchase and cancellation of 13,461 ordinary shares on the London Stock Exchange as part of its £25 million share buyback program. This transaction, executed through Numis Securities Limited, reflects Grafton’s ongoing efforts to manage its capital structure and potentially enhance shareholder value, having already cancelled a total of 1,861,229 shares since the program’s commencement on 4 September 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Oct 13, 2025

Grafton Group PLC has announced the purchase and cancellation of 75,000 ordinary shares as part of its ongoing £25 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 repurchased a total of 1,847,768 shares since the program’s inception.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Oct 10, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange as part of its GBP 25 million buyback initiative. This transaction, executed through Numis Securities Limited, reflects Grafton’s ongoing efforts to optimize its capital structure and enhance shareholder value, having already acquired a total of 1,772,768 shares since the program’s commencement.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Positive
Oct 9, 2025

Grafton Group plc announced the repurchase and cancellation of 67,625 ordinary shares as part of its ongoing GBP 25 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.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Oct 8, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange as part of its ongoing GBP 25 million share buyback initiative. This transaction, executed through Numis Securities Limited, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure, having already acquired over 1.63 million shares since the program’s commencement in September 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Oct 7, 2025

Grafton Group plc has announced the purchase and cancellation of 75,000 ordinary shares as part of its £25 million share buyback program. This transaction, executed on the London Stock Exchange through Numis Securities Limited, is part of a larger strategy by Grafton to enhance shareholder value, having already repurchased over 1.5 million shares since the program’s commencement in September 2025.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback with Latest Purchase
Positive
Oct 6, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 5,628 ordinary shares on the London Stock Exchange as part of its ongoing GBP 25 million buyback initiative. This transaction, executed through Numis Securities Limited, reflects Grafton’s strategic effort to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Initiative
Positive
Oct 3, 2025

Grafton Group plc has announced the purchase and cancellation of 75,000 ordinary shares as part of its ongoing £25 million share buyback program, which began on September 4, 2025. This transaction, conducted on the London Stock Exchange through Numis Securities Limited, reflects Grafton’s strategic effort to enhance shareholder value by reducing the number of outstanding shares, potentially increasing earnings per share and market confidence.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Continues Share Buyback Program with Recent Repurchase
Positive
Oct 2, 2025

Grafton Group plc, a company involved in a share buyback program, recently repurchased 56,000 ordinary shares on the London Stock Exchange through Goodbody Stockbrokers UC. This transaction is part of its ongoing GBP25 million share buyback initiative, which began on 4 September 2025, and has so far resulted in the cancellation of 1,399,515 shares. The buyback program 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 £1022.00 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
Oct 1, 2025

Grafton Group plc has announced its total number of Ordinary Shares in issue as of September 30, 2025, which amounts to 193,424,202, with each share carrying one vote. After accounting for 500,000 shares held in treasury, the total number of voting rights available to shareholders is 192,924,202. This information is crucial for shareholders to determine their reporting obligations under relevant transparency regulations.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Oct 1, 2025

Grafton Group plc has announced the purchase and cancellation of 75,000 ordinary shares as part of its ongoing GBP25 million share buyback program. This move, executed through Goodbody Stockbrokers UC on the London Stock Exchange, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Sep 30, 2025

Grafton Group PLC announced the purchase and cancellation of 74,389 ordinary shares as part of its ongoing GBP25 million share buyback program. This move, executed through Goodbody Stockbrokers UC on the London Stock Exchange, reflects Grafton’s strategy to enhance shareholder value and optimize its capital structure, having already repurchased over 1.26 million shares since the program’s commencement.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Sep 29, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange through Goodbody Stockbrokers UC. This transaction is part of a larger GBP25 million share buyback initiative that began on 4 September 2025, with a total of 1,194,126 shares purchased to date. The buyback program is aimed at enhancing shareholder value and reflects the company’s confidence in its financial position and future prospects.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Sep 26, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 75,000 ordinary shares for cancellation on the London Stock Exchange as part of its GBP25 million share buyback program. This move is part of a broader strategy to enhance shareholder value, with the company having repurchased over 1.1 million shares since the program’s initiation earlier this month.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program
Positive
Sep 25, 2025

Grafton Group plc, a company involved in a share buyback program, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange as part of its GBP25 million buyback initiative. This transaction, executed through Goodbody Stockbrokers, is part of a larger effort that has seen over a million shares repurchased since the program’s commencement earlier this month, reflecting Grafton’s strategic focus on enhancing shareholder value.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Acquisition
Positive
Sep 24, 2025

Grafton Group plc, a company involved in the building materials industry, has announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange as part of its £25 million share buyback program. This move, executed through Goodbody Stockbrokers UC, is part of a broader strategy to enhance shareholder value, with nearly a million shares already repurchased since the program’s inception earlier this month.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 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
Sep 23, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange. This transaction is part of a larger GBP25 million share buyback initiative that began earlier in September 2025. The buyback is executed through Goodbody Stockbrokers UC, and to date, Grafton has canceled a total of 894,126 shares. This move is likely aimed at 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 £1022.00 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 Recent Purchase
Positive
Sep 22, 2025

Grafton Group PLC announced the purchase and cancellation of 74,875 ordinary shares as part of its £25 million share buyback program. This move is part of a broader effort that has seen the company repurchase a total of 819,126 shares since the program’s initiation on September 4, 2025. The buyback 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 £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Sep 19, 2025

Grafton Group PLC has executed a share buyback transaction, purchasing 75,000 ordinary shares for cancellation as part of its GBP25 million share buyback program. This move, conducted through Goodbody Stockbrokers UC, reflects Grafton’s ongoing efforts to optimize its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program
Positive
Sep 18, 2025

Grafton Group plc, a company involved in a share buyback program, has repurchased 74,251 of its ordinary shares on the London Stock Exchange through Goodbody Stockbrokers UC. This transaction is part of a larger GBP25,000,000 share buyback initiative announced earlier in September 2025, with a total of 669,251 shares bought back so far. This strategic move is likely 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 £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Recent Purchase
Positive
Sep 17, 2025

Grafton Group plc, a company involved in the building materials industry, announced the purchase and cancellation of 75,000 ordinary shares on the London Stock Exchange as part of its ongoing GBP25 million share buyback program. This transaction, executed through Goodbody Stockbrokers UC, reflects Grafton’s commitment to enhancing shareholder value and optimizing its capital structure. The buyback program, which began on 4 September 2025, has seen a total of 595,000 shares purchased for cancellation, indicating the company’s strategic approach to managing its equity base.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Enhances Shareholder Value with Share Buyback
Positive
Sep 16, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 65,000 ordinary shares on the London Stock Exchange as part of its GBP25,000,000 buyback initiative. This transaction, executed through Goodbody Stockbrokers UC, is part of a broader strategy to enhance shareholder value, with a total of 520,000 shares repurchased since the program’s inception.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Recent Purchase
Positive
Sep 15, 2025

Grafton Group PLC, a company operating in the building materials and DIY retail sector, announced the purchase and cancellation of 65,000 ordinary shares as part of its £25 million share buyback program. This transaction, executed on the London Stock Exchange through Goodbody Stockbrokers, is part of a broader strategy to enhance shareholder value, with a total of 455,000 shares repurchased since the program’s commencement.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1022.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Sep 12, 2025

Grafton Group plc, a company engaged in a share buyback program, announced the purchase and cancellation of 65,000 ordinary shares on the London Stock Exchange as part of its GBP25 million initiative. This transaction, executed through Goodbody Stockbrokers, marks a continuation of the program that began on 4 September 2025, with a total of 390,000 shares repurchased to date. The buyback program is a strategic move 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 £969.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program
Positive
Sep 12, 2025

Grafton Group plc, a company involved in the building materials industry, has executed a share buyback program on the London Stock Exchange. On September 11, 2025, Grafton purchased 65,000 ordinary shares at an average price of GBP 8.9288 as part of its GBP 25 million buyback initiative, which began on September 4, 2025. This move is part of Grafton’s broader strategy to enhance shareholder value by reducing the number of shares outstanding, potentially increasing earnings per share and improving market perception.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £969.00 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 Acquisition
Positive
Sep 11, 2025

Grafton Group plc has executed a share buyback transaction, acquiring 65,000 ordinary shares on the London Stock Exchange as part of its £25 million share buyback program. This move, which follows the purchase of 325,000 shares since the program’s initiation on September 4, 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 £969.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Recent Share Purchase
Positive
Sep 10, 2025

Grafton Group plc, a company involved in the building materials industry, has announced the purchase and cancellation of 65,000 ordinary shares as part of its GBP25 million share buyback program. This transaction, executed on the London Stock Exchange through Goodbody Stockbrokers, is part of a broader 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 £969.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Advances Share Buyback Program with Latest Purchase
Positive
Sep 9, 2025

Grafton Group plc has announced the purchase and cancellation of 65,000 ordinary shares on the London Stock Exchange as part of its GBP25 million share buyback program. This transaction, executed through Goodbody Stockbrokers, is part of a broader strategy to enhance shareholder value, with a total of 195,000 shares purchased since the program’s commencement.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £969.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Grafton Group’s Earnings Call: Profit Growth and Challenges
Sep 6, 2025

Grafton Group plc’s recent earnings call painted a generally positive picture, with the company showcasing a return to profit growth, strong capital returns, and robust performances in Ireland and Spain. Despite these highlights, challenges in Finland and ongoing weakness in the UK market, particularly in the RMI demand, were noted as areas of concern.

Business Operations and StrategyStock Buyback
Grafton Group Initiates Share Buyback Program
Positive
Sep 5, 2025

Grafton Group plc has executed a share buyback transaction, purchasing 65,000 ordinary shares for cancellation on the London Stock Exchange through Goodbody Stockbrokers. This move is part of a larger GBP25 million share buyback program initiated by the company, reflecting its strategy to enhance shareholder value and optimize capital structure.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1038.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyStock Buyback
Grafton Group Initiates £25 Million Share Buyback Programme
Positive
Sep 4, 2025

Grafton Group PLC has announced a new share buyback programme, aiming to repurchase ordinary shares worth up to £25 million. The buyback, set to run from September 4, 2025, to January 31, 2026, is designed to reduce the company’s share capital and will be conducted on the London Stock Exchange. This move aligns with the authority granted by shareholders and will adhere to relevant market regulations. The buyback reflects Grafton’s strategic focus on optimizing its capital structure, potentially enhancing shareholder value.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1038.00 price target. To see the full list of analyst forecasts on Grafton stock, see the GB:GFTU Stock Forecast page.

Business Operations and StrategyDividendsFinancial Disclosures
Grafton Group Reports Strong First Half 2025 Performance Amid Market Challenges
Positive
Sep 4, 2025

Grafton Group plc reported a 9.5% increase in adjusted operating profit for the first half of 2025, driven by strong contributions from Spain and Ireland, and the integration of Salvador Escoda. Despite challenges in some markets, the company maintained its operating margin and increased its interim dividend by 2.4%. Grafton continues to invest in market consolidation and growth opportunities, with a focus on the Iberian market, while maintaining a strong balance sheet to support future acquisitions and developments.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1038.00 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 Appoints New Chair for Remuneration Committee
Neutral
Sep 3, 2025

Grafton Group plc has announced a leadership change within its Remuneration Committee, appointing Ms. Andrea Gisle Joosen as the new Chair, effective from September 2, 2025. This change follows the stepping down of Mrs. Susan Murray from her position as Chair and member of the committee, potentially impacting the company’s governance and strategic direction in employee remuneration policies.

The most recent analyst rating on (GB:GFTU) stock is a Buy with a £1038.00 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 Voting Rights and Capital Update
Neutral
Sep 1, 2025

Grafton Group plc has announced the total number of its Ordinary Shares and voting rights as of August 31, 2025. The company has 194,540,942 Ordinary Shares in issue, with 500,000 held in treasury, resulting in 194,040,942 voting rights. 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 £1038.00 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 Voting Rights and Share Capital Update
Neutral
Aug 1, 2025

Grafton Group plc has announced its total number of Ordinary Shares in issue as of July 31, 2025, which stands at 194,539,129, with 500,000 held in treasury. This results in a total of 194,039,129 voting rights, a figure that shareholders can use to assess their interests under the Transparency Regulations 2007.

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
Aug 1, 2025

Grafton Group plc has announced the total number of Ordinary Shares and voting rights as of July 31, 2025. The company reported that there are 194,539,129 Ordinary Shares in issue, with 500,000 held in treasury, resulting in 194,039,129 voting rights. 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.

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: Oct 25, 2025