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MJ Gleeson PLC (GB:GLE)
LSE:GLE
UK Market

MJ Gleeson PLC (GLE) AI Stock Analysis

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GB:GLE

MJ Gleeson PLC

(LSE:GLE)

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Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
435.00p
▲(9.85% Upside)
MJ Gleeson PLC's overall stock score is driven by strong technical indicators and positive corporate events, indicating confidence in future performance. However, financial performance challenges, particularly in profitability and cash flow, moderate the score.
Positive Factors
Strong Balance Sheet
A strong balance sheet with low leverage indicates prudent financial management, providing stability and flexibility for future growth.
Revenue Growth
Consistent revenue growth reflects the company's ability to expand its market presence and capitalize on the demand for affordable housing.
Dual Revenue Streams
The dual revenue streams from property sales and land development provide diversification and reduce dependency on a single income source.
Negative Factors
Declining Profitability Margins
Declining margins suggest challenges in cost management or pricing power, potentially impacting long-term profitability and competitiveness.
Volatile Cash Flows
Volatile cash flows and negative free cash flow growth indicate potential liquidity challenges, affecting the company's ability to fund operations and growth.
Declining ROE
A declining ROE suggests inefficiencies in generating returns from equity, which could hinder investor confidence and long-term value creation.

MJ Gleeson PLC (GLE) vs. iShares MSCI United Kingdom ETF (EWC)

MJ Gleeson PLC Business Overview & Revenue Model

Company DescriptionMJ Gleeson plc engages in low-cost house building and land promotion activities in the United Kingdom. The company operates through two divisions, Gleeson Homes and Gleeson Land. It also engages in the house building activities in the north of England and Midlands; and sale of land in the south of England. The company was incorporated in 2014 and is headquartered in Sheffield, the United Kingdom.
How the Company Makes MoneyMJ 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 positive revenue growth but faces challenges with declining profit margins and volatile cash flows. The strong balance sheet with low leverage is a positive, but declining ROE indicates inefficiencies.
Income Statement
65
Positive
MJ Gleeson PLC has shown a consistent revenue growth trend over the past few years, with a 4% increase in the latest period. However, margins have been under pressure, with gross profit and net profit margins declining over the years. The EBIT and EBITDA margins have also seen a downward trend, indicating potential challenges in cost management or pricing power.
Balance Sheet
75
Positive
The company's balance sheet is strong with a low debt-to-equity ratio, indicating prudent financial management and low leverage risk. The equity ratio is healthy, showing a strong capital structure. However, the return on equity has been declining, which could point to efficiency issues in generating returns from equity.
Cash Flow
50
Neutral
Cash flow performance has been volatile, with negative operating and free cash flows in the latest period. The free cash flow growth rate is negative, indicating potential liquidity challenges. The operating cash flow to net income ratio is negative, suggesting that earnings are not translating into cash flow effectively.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue365.82M365.82M345.35M328.32M373.41M288.57M
Gross Profit83.17M83.17M84.53M90.09M97.79M89.34M
EBITDA28.31M28.31M33.12M36.67M47.18M46.05M
Net Income15.82M15.82M19.31M24.17M35.09M33.87M
Balance Sheet
Total Assets419.37M419.37M378.05M376.33M367.56M313.13M
Cash, Cash Equivalents and Short-Term Investments6.49M6.49M12.93M5.16M33.76M34.33M
Total Debt7.27M7.27M5.08M5.14M3.01M2.32M
Total Liabilities111.71M111.71M80.31M90.31M95.38M68.20M
Stockholders Equity307.67M307.67M297.74M286.02M272.18M244.93M
Cash Flow
Free Cash Flow-5.99M-5.99M15.95M-18.86M8.15M20.35M
Operating Cash Flow-3.95M-3.95M17.99M-14.42M11.84M24.18M
Investing Cash Flow-1.72M-1.72M-1.33M-3.15M-2.10M-2.97M
Financing Cash Flow-3.04M-3.04M-8.88M-11.03M-10.30M-63.69M

MJ Gleeson PLC Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price396.00
Price Trends
50DMA
400.80
Negative
100DMA
381.09
Positive
200DMA
390.46
Positive
Market Momentum
MACD
-2.94
Positive
RSI
46.48
Neutral
STOCH
23.09
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GLE, the sentiment is Neutral. The current price of 396 is below the 20-day moving average (MA) of 404.35, below the 50-day MA of 400.80, and above the 200-day MA of 390.46, indicating a neutral trend. The MACD of -2.94 indicates Positive momentum. The RSI at 46.48 is Neutral, neither overbought nor oversold. The STOCH value of 23.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:GLE.

MJ Gleeson PLC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
£158.47M11.218.56%1.63%5.26%86.19%
72
Outperform
£225.33M14.245.23%2.38%5.93%-18.20%
65
Neutral
£3.17B20.464.49%2.62%16.91%20.93%
63
Neutral
£2.12B-222.63-0.31%-0.57%-104.08%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
47
Neutral
£390.44M177.09-9.56%1.79%-3.50%-176.18%
46
Neutral
£74.56M-8.92-6.53%-22.78%-543.24%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:GLE
MJ Gleeson PLC
396.00
-65.13
-14.12%
GB:BWY
Bellway
2,744.00
227.68
9.05%
GB:VTY
Vistry Group
676.80
85.30
14.42%
GB:CRST
Crest Nicholson Holdings
155.60
-16.83
-9.76%
GB:WJG
Watkin Jones
29.25
-4.50
-13.33%
GB:SPR
Springfield Properties PLC
133.00
43.11
47.96%

MJ Gleeson PLC Corporate Events

Business Operations and StrategyFinancial Disclosures
MJ Gleeson Sees Solid First Half and Builds Order Book Despite Subdued Housing Market
Positive
Jan 16, 2026

MJ Gleeson plc reported a solid first-half trading performance for the six months to 31 December 2025, with the Board expecting full-year results to be in line with market expectations despite a subdued housing market. Gleeson Homes increased home completions by around 6% to 848 units, boosted net reservation rates and entered the second half with a significantly larger forward order book, while management focuses on rebuilding margins through higher selling prices, volume growth and cost efficiencies under its Project Transform restructuring, whose costs will be treated as exceptional. The division continues to face constraints from under-resourced local planning authorities, reflected in fewer active selling sites, but expects an uplift in open market sales through the spring selling season following a December interest rate cut and easing Budget-related uncertainty. Gleeson Partnerships delivered its first homes and is seeing strong interest from private rental investors and housing associations, while Gleeson Land completed three site sales, has five more in active disposal processes, and has secured a strong pipeline of promoted sites with increased planning submissions and consents, although one major sale remains dependent on final highways approval; the Group ended the period with net debt of £22.5 million, and management asserts the business is well positioned to pursue its strategic growth objectives.

The most recent analyst rating on (GB:GLE) stock is a Hold with a £427.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Regulatory Filings and Compliance
MJ Gleeson Executives Acquire Shares Through Employee Ownership Scheme
Neutral
Jan 6, 2026

MJ Gleeson plc has disclosed that several senior executives, including the chief executive officer, chief financial officer, chief operating officer of Gleeson Homes and the company secretary, have each acquired 46 ordinary shares in the company at £4.27 per share via its HMRC-approved Profit Sharing Employee Share Ownership Scheme. The small but simultaneous purchases by multiple persons discharging managerial responsibilities, executed on 5 January 2026 on the London Stock Exchange, underscore ongoing management participation in the company’s equity-based incentive arrangements and provide additional transparency to investors in line with UK Market Abuse Regulation requirements.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £435.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
MJ Gleeson PLC Directors Acquire Shares Under Employee Scheme
Positive
Dec 9, 2025

MJ Gleeson PLC, a company listed on the London Stock Exchange, has announced that several of its directors and persons discharging management responsibilities have acquired ordinary shares in the company. This acquisition was made through a Profit Sharing Employee Share Ownership Scheme, which is approved by HMRC, at a price of £3.93 per share. The transactions, involving key figures such as the Chief Financial Officer, Company Secretary, Chief Executive Officer, and Chief Operating Officer, reflect a significant internal investment in the company, potentially signaling confidence in its future performance.

The most recent analyst rating on (GB:GLE) stock is a Buy with a £435.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Business Operations and StrategyDividends
MJ Gleeson Directors Increase Stake Through DRIP
Positive
Nov 25, 2025

MJ Gleeson PLC announced that its directors and persons discharging management responsibilities have acquired ordinary shares in the company through the Dividend Re-Investment Plans (DRIP). This transaction, conducted on the London Stock Exchange, reflects the directors’ continued investment in the company, potentially signaling confidence in its future performance and stability.

The most recent analyst rating on (GB:GLE) stock is a Hold with a £388.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Executive/Board ChangesStock BuybackShareholder Meetings
MJ Gleeson PLC AGM: All Resolutions Passed
Positive
Nov 14, 2025

MJ Gleeson PLC held its Annual General Meeting on November 14, 2025, where all resolutions were passed by shareholders. Key resolutions included the approval of the Directors’ Remuneration Report, the reappointment of several directors, and the authorization for the company to purchase its own shares. These decisions reflect strong shareholder support and may influence the company’s strategic direction and governance, potentially impacting its market positioning and stakeholder relations.

The most recent analyst rating on (GB:GLE) stock is a Hold with a £388.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
MJ Gleeson Reports Increased Reservation Rates Amid Economic Challenges
Positive
Nov 14, 2025

MJ Gleeson plc reported a 22% increase in net reservation rates for Gleeson Homes, despite subdued demand due to economic uncertainty. The company opened six new build sites and commenced sales on five new sites since the start of the 2026 financial year. Gleeson Land completed the sale of two small sites and is on track with its growth plans, aiming to submit 18 planning applications in the first half of the financial year. The Board expects financial results for the year ending June 2026 to align with market expectations, with a trading update scheduled for January 2026.

The most recent analyst rating on (GB:GLE) stock is a Hold with a £388.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Other
MJ Gleeson Executives Acquire Shares in Company
Positive
Nov 6, 2025

MJ Gleeson PLC, a company listed on the London Stock Exchange, announced that several of its directors and persons discharging management responsibilities acquired ordinary shares in the company. This transaction was conducted through a Profit Sharing Employee Share Ownership Scheme approved by HMRC, with each share purchased at £3.49. The acquisition of shares by key executives, including the CEO and CFO, reflects a commitment to the company’s future and may positively influence stakeholder confidence.

The most recent analyst rating on (GB:GLE) stock is a Hold with a £388.00 price target. To see the full list of analyst forecasts on MJ Gleeson PLC stock, see the GB:GLE Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 07, 2025