Top Page
Grainger
(LSE:GRI)
Grainger (GRI) vs. iShares MSCI United Kingdom ETF (EWC)
Grainger Business Overview & Revenue Model
Grainger Earnings Call Summary
Grainger Financial Statement Overview
| Breakdown |
|---|
Income Statement |
| Total Revenue |
| Gross Profit |
| EBITDA |
| Net Income |
Balance Sheet |
| Total Assets |
| Cash, Cash Equivalents and Short-Term Investments |
| Total Debt |
| Total Liabilities |
| Stockholders Equity |
Cash Flow |
| Free Cash Flow |
| Operating Cash Flow |
| Investing Cash Flow |
| Financing Cash Flow |
Grainger Technical Analysis
Grainger Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | ― | ― | ― | ― | ― | ― | |
76 Outperform | £264.57M | 9.35 | 10.86% | 3.66% | 97.27% | 25.80% | |
71 Outperform | £234.43M | 9.91 | ― | 3.59% | 20.46% | ― | |
69 Neutral | £134.57M | 13.93 | 11.42% | 2.05% | 10.84% | 113.75% | |
67 Neutral | £1.27B | 7.07 | 10.25% | 3.62% | -8.66% | 553.35% | |
54 Neutral | £1.28B | 38.83 | 7.57% | 2.20% | 7.81% | 22.76% | |
51 Neutral | £155.65M | -6.51 | ― | ― | ― | ― |
Grainger Corporate Events
Grainger plc disclosed that Group Chief Financial Officer and executive director Rob Hudson exercised a 2021 recruitment nil-cost share option award over 98,449 ordinary shares, subsequently selling 46,435 shares at an average price of £1.89 to cover income tax and national insurance obligations. Following these transactions, Hudson transferred 52,014 retained shares to his civil partner and person closely associated, Robert Driscoll, leaving Hudson with a total beneficial holding of 341,817 Grainger shares, including those held through the company’s Share Incentive Plan and by his associated person, in line with U.K. Market Abuse Regulation disclosure requirements.
The transactions, conducted partly on the London Stock Exchange and partly off-market, reflect routine equity award vesting and personal tax planning rather than any announced change in Grainger’s strategic direction or capital policy. For investors, the filing primarily serves to update the market on the CFO’s shareholding and reinforces transparency around senior management equity interests and compliance with regulatory reporting standards.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £213.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc reported that all resolutions put to shareholders at its 4 February 2026 Annual General Meeting were approved by poll, with proxy votes representing 76.85% of the company’s ordinary share capital (excluding treasury shares). Investors backed the adoption of the 2025 annual report and accounts, the directors’ remuneration report and policy, the declaration of a dividend, the election of Simon Fraser and the re-election of the existing board members, as well as the reappointment and remuneration authority of KPMG as auditor. Shareholders also renewed authorities for the board to allot and issue shares for cash, undertake share buybacks, shorten notice periods for general meetings, authorise limited political donations and approve the 2017 long-term incentive plan, reinforcing management’s flexibility on capital allocation and corporate actions. The strong level of support across all resolutions underlines continued shareholder confidence in Grainger’s governance, leadership and strategic direction.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £216.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger reported a strong trading performance for the four months to the end of January 2026, with total like-for-like rental growth of 3.1% and PRS rental growth of 2.8%, while regulated tenancies rose 6.2%. Occupancy in its stabilised PRS portfolio remained high at 96%, underpinned by strong demand that saw its new London BTR asset, Seraphina, fully let in under four months, the completion of its third Bristol scheme, Glasshouse Square, and the start of construction on a second Guildford project with Network Rail. The company also expanded its committed pipeline by acquiring a 195-home BTR scheme in Chiswick through its joint venture with Transport for London’s property arm, reinforcing visibility on future earnings. Management highlighted a supportive structural backdrop as smaller private landlords exit and new supply slows, and plans to redeploy about £0.5bn of surplus capital from non-core, low-yielding disposals into higher-growth rental opportunities, underpinning expectations of significant future earnings growth and strengthening Grainger’s position in the UK rental housing market.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £216.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has reported routine share transactions by its directors and senior managers under its all-employee Share Incentive Plan, an HMRC-approved scheme that lets staff buy ordinary shares via monthly salary deductions and receive additional matching shares at no cost. On 2 February 2026, SIP trustee Link Market Services Trustees Ltd purchased 4,333 partnership shares at £1.93 each for allocation to participating employees and granted 3,806 matching shares, including small allocations to CEO Helen Gordon, CFO Rob Hudson and senior executives Michael Keaveney and Eliza Pattinson, underscoring ongoing equity-based alignment between the company’s leadership and its broader shareholder base.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £210.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has begun construction on its second build-to-rent development at Guildford Station, a roughly £75m project that will deliver 179 new rental homes and expand its presence in the town to 277 units and more than £116m of investment. Developed in partnership with Solum, a joint venture between Network Rail’s property arm Platform4 and Kier Property, the scheme forms part of a wider £150m regeneration of the station quarter, including £25m of station upgrades such as a new ticket hall, improved pedestrian access and a multi-storey car park, reinforcing Grainger’s strategy of targeting well-connected, high-demand locations near major transport hubs. The project, expected to complete in 2028 with leasing to follow and contribute to earnings from that year, underlines the growing policy and industry focus on station-led housing delivery and demonstrates how under-used railway land can be converted into much-needed rental housing while supporting infrastructure improvements and long-term community value.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £213.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Connected Living London, the joint venture between Grainger and Places for London, has agreed to forward fund and acquire a 195-home build-to-rent scheme at Chiswick Reach in West London from Barratt Redrow for approximately £68.4 million. The project, which has full planning consent and safety approvals, will deliver a mix of standard and discounted market rent units, alongside commercial and amenity space, and marks Grainger’s first build-to-rent collaboration with a major UK housebuilder, strengthening its West London cluster and reinforcing its strategy of growing its London portfolio of professionally managed rental homes.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £215.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has disclosed that its HMRC-approved Share Incentive Plan acquired 5,280 partnership shares at £1.81 each and allocated 4,642 matching shares to participating employees on 2 January 2026, including senior executives. Under the plan, CEO Helen Gordon and CFO Rob Hudson each received 83 partnership and 83 matching shares, while Directors Michael Keaveney and Eliza Pattinson each received 82 partnership and 82 matching shares, reinforcing equity-based incentives for management and broadening employee ownership in line with market abuse regulation disclosure requirements.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has disclosed that Michael Keaveney, its Director of Land and Development and a person discharging managerial responsibilities, has exercised 22,255 nil-cost options granted under the company’s Deferred Bonus Share Plan (DBSP). The self-funded exercise, relating to a 2022 DBSP award and settled in ordinary shares of 5p each, was conducted outside a trading venue on 23 December 2025 and is reported in line with UK Market Abuse Regulation requirements, underscoring routine governance and transparency around executive incentive arrangements.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc disclosed that Group CEO Helen Gordon has exercised nil-cost options granted under the company’s 2020 Long Term Incentive Plan and 2022 Deferred Bonus Share Plan, resulting in the vesting of a total of 203,865 ordinary shares. To cover income tax and national insurance liabilities arising from these exercises, Gordon sold 92,066 shares at an average price of £1.81 per share on 23 December 2025, retaining the remainder and bringing her total shareholding to 412,830 shares, including those held in the company’s Share Incentive Plan, signaling continued equity alignment between the chief executive and shareholders.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc disclosed that Group Chief Financial Officer and executive director Rob Hudson has exercised a 2022 deferred bonus share plan (DBSP) nil‑cost option over 54,726 ordinary shares, selling 25,820 shares at an average price of £1.81 to cover income tax and national insurance liabilities and retaining the remaining shares. Following the exercise and a transfer of 28,906 shares to his civil partner and person closely associated, Robert Driscoll, Hudson’s total beneficial holding in Grainger has increased to 289,483 shares (including holdings in the company’s Share Incentive Plan and those held by his PCA), a routine management transaction that signals continued equity alignment of senior management with shareholders while complying with UK Market Abuse Regulation disclosure requirements.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has disclosed a director dealing involving Eliza Pattinson, Director of Operations and Asset Management and a person discharging managerial responsibilities, who exercised nil‑cost options granted under the company’s Deferred Bonus Share Plan, Enhanced Deferred Bonus Plan and 2017 Long Term Incentive Plan. Pattinson exercised vested awards over a total of 87,704 ordinary shares and subsequently sold the same number of shares at an average price of £1.811 per share, largely to satisfy associated income tax and national insurance liabilities, with the transactions executed on 22 December 2025 and reported in line with UK market disclosure rules.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has disclosed that 44,825 ordinary shares in the company were purchased on the London Stock Exchange on 18 and 19 December 2025 by Caroline Keaveney, who is a person closely associated with Michael Keaveney, Grainger’s Director of Land and Development and a person discharging managerial responsibilities. The transaction, carried out at prices of £1.82 and £1.81 per share and reported under EU Market Abuse Regulation requirements, underscores ongoing insider-linked investment in the company’s equity and provides transparency to shareholders regarding dealings by individuals connected to senior management.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £2.10 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger plc has announced the publication of its Notice of AGM 2026 following the release of its 2025 Annual Report and Accounts. The Notice includes details on shareholder voting procedures and a resolution to renew the Grainger 2017 Long-Term Incentive Plan, indicating a focus on long-term growth and shareholder engagement.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £192.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger PLC has announced the grant of nil cost share options under its 2017 Long Term Incentive Plan to key executives, including the CEO and CFO. These options, which will vest after three years subject to performance conditions, aim to align executive incentives with company performance, potentially impacting Grainger’s operational focus and stakeholder interests.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £192.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger PLC has announced the granting of nil cost share options under its Deferred Bonus Share Plan to key executives, including the CEO and CFO, as part of the compulsory deferral of 25% of their 2025 annual bonuses. This move underscores Grainger’s commitment to aligning executive incentives with long-term company performance, potentially enhancing stakeholder confidence in the company’s strategic direction.
The most recent analyst rating on (GB:GRI) stock is a Hold with a £192.00 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.
Grainger PLC announced the execution of transactions under its Share Incentive Plan (SIP), which allows employees to purchase shares using salary deductions and receive matching shares at no cost. The transactions involved the acquisition of 5,208 partnership shares and the allocation of 4,576 matching shares to employees, including key directors. This initiative reflects Grainger’s commitment to employee engagement and aligns the interests of its workforce with the company’s performance.
The most recent analyst rating on (GB:GRI) stock is a Buy with a £2.98 price target. To see the full list of analyst forecasts on Grainger stock, see the GB:GRI Stock Forecast page.