MJ Gleeson PLC (GLE) AI Stock Analysis

• Market Cap: £225.92M
• Dividend Yield: 2.12%
• Average Volume (3M): 154.35K
• Price to Earnings (P/E): 14.1
• Beta (1Y): 0.78
• Revenue Growth: 5.93%
• EPS Growth: -18.26%
• Country: UK
• Employees: 709
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Residential Construction
• EPS (TTM): 0.22
• Shares Outstanding: 58,428,127
• 10 Day Avg. Volume: 197,459
• 30 Day Avg. Volume: 154,347
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £434.33
• Price Target Upside: 12.23% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 3

• Rating: 69 Neutral
• Price Target: 418.00p ▲(8.01% Upside)

MJ Gleeson PLC's stock score is primarily driven by its strong technical analysis and fair valuation. Financial performance is mixed, with positive revenue growth but challenges in profitability and cash flow. The absence of earnings call and corporate events data limits further insights.

Positive Factors

Revenue Growth

Consistent revenue growth indicates robust demand for the company's affordable housing solutions, supporting long-term business sustainability and market expansion.

Strong Balance Sheet

A strong balance sheet with low leverage enhances financial stability and provides the company with flexibility to invest in growth opportunities and weather economic fluctuations.

Dual Revenue Streams

Having dual revenue streams from home sales and land development diversifies income sources, reducing reliance on a single market segment and enhancing revenue stability.

Negative Factors

Declining Profit Margins

Declining profit margins suggest challenges in cost management or pricing power, which could impact profitability and limit the company's ability to reinvest in growth.

Cash Flow Volatility

Volatile cash flows and negative free cash flow growth indicate potential liquidity challenges, which could constrain operational flexibility and investment capacity.

Declining ROE

A declining ROE suggests inefficiencies in utilizing shareholder equity to generate profits, potentially affecting investor confidence and future capital raising efforts.

MJ Gleeson PLC Business Overview & Revenue Model

Company Description

MJ Gleeson PLC is a UK-based construction and property development company primarily focused on residential housing and land development. The company operates through two main divisions: Gleeson Homes, which builds affordable homes for first-time buyers and those looking to downsize, and Gleeson Land, which identifies and acquires land for future development. With a commitment to providing quality housing solutions in a sustainable manner, MJ Gleeson aims to address the UK's housing shortage while delivering value to its shareholders.

How the Company Makes Money

MJ Gleeson PLC generates revenue through the sale of residential properties developed under its Gleeson Homes division. The company primarily targets the affordable housing market, which allows it to benefit from government incentives and demand for lower-cost homes. Additionally, Gleeson Land contributes to the revenue by selling developed land parcels to other builders and developers, thus creating a dual revenue stream. The company's profitability is further bolstered by strategic partnerships with local authorities and housing associations, which facilitate land acquisition and development projects. Overall, MJ Gleeson's business model is centered on efficient land use, cost-effective building practices, and a focus on meeting the specific needs of the housing market.

MJ Gleeson PLC Financial Statement Overview

Summary

MJ Gleeson PLC shows stable financial performance with strong profitability and a robust balance sheet. While revenue and net income growth are modest, and cash flow stability needs improvement, the solid equity base offers financial resilience.

Income Statement

MJ Gleeson PLC shows a mixed performance in its income statement. The gross profit margin is healthy, indicating efficient cost management. However, the net profit margin has declined over the years, primarily due to a decrease in EBIT and EBITDA margins. Revenue growth in the latest period is modest at 5.2%, suggesting potential challenges in expanding market share or pricing power. Overall, the company displays stable profitability but faces growth headwinds.

Balance Sheet

The company's balance sheet is robust with a strong equity position. The debt-to-equity ratio is low, reflecting minimal leverage and conservative financial management. The equity ratio is impressive, indicating a high proportion of assets financed through equity. Return on equity has seen fluctuations but remains solid, suggesting effective use of shareholder funds. The strong equity base provides a cushion against potential financial uncertainties.

Cash Flow

Cash flow statements indicate volatility, with operating cash flow recovering positively after a dip. The free cash flow growth rate is substantial, indicating improved cash generation capabilities. However, cash flow to net income ratios suggest some inconsistencies in converting net income to cash, pointing to potential working capital challenges. The overall cash position has improved, but continued focus on cash flow stability is necessary.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	365.82M	345.35M	328.32M	373.41M	288.57M
Gross Profit	83.17M	84.53M	90.09M	97.79M	89.34M
EBITDA	28.31M	33.12M	36.67M	47.18M	46.05M
Net Income	15.82M	19.31M	24.17M	35.09M	33.87M
Balance Sheet
Total Assets	419.37M	378.05M	376.33M	367.56M	313.13M
Cash, Cash Equivalents and Short-Term Investments	6.49M	12.93M	5.16M	33.76M	34.33M
Total Debt	7.27M	5.08M	5.14M	3.01M	2.32M
Total Liabilities	111.71M	80.31M	90.31M	95.38M	68.20M
Stockholders Equity	307.67M	297.74M	286.02M	272.18M	244.93M
Cash Flow
Free Cash Flow	-5.99M	15.95M	-18.86M	8.15M	20.35M
Operating Cash Flow	-3.95M	17.99M	-14.42M	11.84M	24.18M
Investing Cash Flow	-1.72M	-1.33M	-3.15M	-2.10M	-2.97M
Financing Cash Flow	-3.04M	-8.88M	-11.03M	-10.30M	-63.69M

MJ Gleeson PLC Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 387.00
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GLE, the sentiment is Positive. The current price of 387 is above the 20-day moving average (MA) of 359.85, above the 50-day MA of 356.32, and below the 200-day MA of 434.64, indicating a neutral trend. The MACD of 10.28 indicates Negative momentum. The RSI at 68.22 is Neutral, neither overbought nor oversold. The STOCH value of 69.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:GLE.

MJ Gleeson PLC Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SPR	76 Outperform	£126.78M	8.98	8.23%	0.69%	5.26%	86.19%
GLE	69 Neutral	£225.92M	14.13	5.23%	2.12%	5.93%	-18.26%
BWY	60 Neutral	£2.92B	19.97	―	2.40%	-11.63%	-31.81%
VTY	60 Neutral	£2.09B	-213.75	2.30%	―	-0.57%	-104.08%
WJG	55 Neutral	£84.18M	-218.67	1.43%	―	-27.17%	98.73%
CRST	50 Neutral	£421.95M	-5.75	-14.20%	1.52%	-3.50%	-176.18%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%

MJ Gleeson PLC Corporate Events

MJ Gleeson Director Increases Shareholding

MJ Gleeson PLC announced that Nicola Bruce, a Non-Executive Director, has acquired 2,721 ordinary shares of the company at a price of £3.699998 per share. This transaction, conducted on the London Stock Exchange, increases Bruce’s total shareholding to 6,835 shares, representing 0.0117% of the issued share capital. This acquisition reflects confidence in the company’s future prospects and may influence investor perception positively.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson PLC Announces Change in Major Holdings

MJ Gleeson PLC, a UK-based company, has announced a change in its major holdings. FIL Limited, registered in Bermuda, has acquired a 5.0167% voting rights stake in the company. This acquisition signifies a notable shift in shareholder composition, potentially impacting the company’s governance and strategic decisions. The notification was completed on July 9, 2025, in Dublin, Ireland.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson PLC Directors Acquire Shares Under Employee Scheme

MJ Gleeson PLC announced that its directors and persons discharging management responsibilities acquired ordinary shares in the company through a Profit Sharing Employee Share Ownership Scheme. The transactions, conducted at a price of £3.67 per share on the London Stock Exchange, reflect the company’s commitment to aligning management interests with shareholder value, potentially enhancing stakeholder confidence.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

BlackRock Adjusts Voting Rights in MJ Gleeson PLC

BlackRock, Inc. has adjusted its voting rights in MJ Gleeson PLC, with a slight decrease from 5.12% to 5.04%. This change in voting rights could influence the company’s decision-making processes and impact its strategic direction, reflecting BlackRock’s ongoing assessment of its investment in the company.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson PLC Reports FY2025 Results and Announces Strategic Reorganization

MJ Gleeson plc announced its FY2025 trading update, revealing that profits are expected to align with market expectations despite a challenging year. Gleeson Homes saw a slight increase in home sales and improved reservation rates, but faced margin pressures due to external factors and internal inefficiencies. A reorganization under ‘Project Transform’ aims to enhance performance by streamlining management and improving compliance. Gleeson Land’s performance was at the lower end of expectations, with some disposals delayed to FY2026. The company remains cautious about the housing market but is optimistic about its growth plans, supported by a strong sales rate and improved processes.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson Strengthens Leadership with Key Appointments

MJ Gleeson PLC has appointed Fiona Goldsmith as Chair and Nicola Bruce as Senior Independent Director, enhancing its leadership team. The company is also searching for a new independent non-executive Director to chair the Audit Committee, reflecting its commitment to strategic growth and governance.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson Director Increases Shareholding

MJ Gleeson PLC announced that Fiona Goldsmith, a Non-Executive Director, acquired 5,000 ordinary shares of the company at 397 pence per share, increasing her total shareholding to 37,000 shares, representing 0.0634% of the issued share capital. This transaction, conducted on the London Stock Exchange, reflects insider confidence and may positively influence stakeholder perceptions of the company’s market position.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson Directors Acquire Shares Through Employee Scheme

MJ Gleeson PLC announced that several of its directors and persons discharging management responsibilities acquired ordinary shares in the company through a Profit Sharing Employee Share Ownership Scheme. This transaction reflects the company’s commitment to aligning the interests of its management with shareholders and could enhance stakeholder confidence in the company’s future performance.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson PLC Reports Change in Major Holdings

MJ Gleeson PLC, a UK-based company, has reported a change in its major holdings due to an acquisition or disposal of voting rights by Aberforth Partners LLP. As of June 3, 2025, Aberforth Partners LLP holds 6.26% of the voting rights in MJ Gleeson PLC, amounting to 3,657,473 voting rights. This change reflects a significant stake in the company, potentially impacting its governance and strategic decisions.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £500.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson CEO Increases Stake in Company

Graham Prothero, the CEO of MJ Gleeson PLC, has acquired 7,692 ordinary shares of the company at 390 pence per share, increasing his total shareholding to 74,811 shares, which represents 0.1281% of the issued share capital. This transaction, conducted on the London Stock Exchange, reflects a potential vote of confidence in the company’s future prospects by its leadership.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £642.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson Faces Challenges with Lowered Profit Expectations

MJ Gleeson plc announced that the recovery in the housing market has not been sufficient to counteract various challenges faced by Gleeson Homes, including increased build costs and flat selling prices, leading to a gross margin reduction of about 1%. Additionally, the anticipated disposal of a land holding in East Yorkshire will not proceed, resulting in an expected operating profit for Gleeson Homes that is 15% to 20% below current expectations. Looking forward, planning delays are expected to impact Gleeson Homes’ operations into FY2026, with a continued reduction in gross margin. Meanwhile, Gleeson Land has completed three transactions and is working on seven more disposals to be completed by year-end.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £642.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

MJ Gleeson Directors Acquire Shares Under Employee Scheme

MJ Gleeson PLC announced that several of its directors and persons discharging management responsibilities, including the CEO and CFO, acquired ordinary shares in the company through a Profit Sharing Employee Share Ownership Scheme. This move, conducted on the London Stock Exchange, reflects the company’s commitment to aligning the interests of its management with those of its shareholders, potentially strengthening stakeholder confidence and enhancing market positioning.