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Keller Group PLC (GB:KLR)
LSE:KLR

Keller Group plc (KLR) AI Stock Analysis

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GB:KLR

Keller Group plc

(LSE:KLR)

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Outperform 80 (OpenAI - 5.2)
Rating:80Outperform
Price Target:
2,547.00p
â–²(49.30% Upside)
Action:ReiteratedDate:03/05/26
The score is driven primarily by strengthening financial performance and a very attractive valuation (low P/E), reinforced by a positive earnings call emphasizing strong free cash flow, net cash status, and enhanced shareholder returns. Technicals are supportive due to the clear uptrend, but elevated RSI/Stochastics add near-term pullback risk.
Positive Factors
Strong free cash flow and net cash position
Consistent, sizable free cash flow culminating in GBP175.9m and a return to net cash materially strengthens financial flexibility. This durable cash generation supports sustainable dividends, share buybacks and selective reinvestment, lowering refinancing risk across business cycles.
Improving balance sheet and lower leverage
Reduced debt and higher equity have improved leverage (debt-to-equity moved toward ~0.56x), enhancing resilience. Together with reported facility headroom, the stronger balance sheet underpins capacity for capex, selective bolt-on M&A and shareholder returns without stressing liquidity over the medium term.
Diversified contract mix and data‑center exposure
A high share of sub-£1m, short-duration contracts plus sizable data‑centre work smooths revenue cadence and boosts utilisation. The mix reduces single‑project concentration, improves cash conversion predictability and diversifies end‑market exposure, supporting steadier earnings through cycles.
Negative Factors
Margin volatility over time
Notable year‑to‑year swings in margins reduce visibility on sustainable operating profitability. For a contractor with fixed‑price and measure‑and‑value work, such volatility increases earnings and cash conversion uncertainty and makes planning for reinvestment and returns more challenging.
North America residential exposure (Suncoast) hit profits
Concentrated exposure to the U.S. residential cycle through Suncoast creates material downside risk for a key region. If residential demand weakens further or pricing normalises, North America earnings can swing materially, offsetting strength in other regions until mix or pricing adjusts.
Ongoing non‑underlying costs and ERP programme spend
Recurring transformation costs and an ERP rollout create execution risk and pressure reported profits and near‑term free cash flow. Delays or overruns could disrupt finance/operations, complicate comparability and temporarily limit funds available for reinvestment or returns.

Keller Group plc (KLR) vs. iShares MSCI United Kingdom ETF (EWC)

Keller Group plc Business Overview & Revenue Model

Company DescriptionKeller Group plc provides geotechnical solutions in North America, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers ground improvement services, grouting, deep foundations, earth retention, marine, and instrumentation and monitoring services. It also provides solutions, such as containment, excavation support, stabilization, marine structures, seepage control, slope stabilisation, remediation, and monitoring, as well as bearing capacity. Keller Group plc provides its services to the construction sector in infrastructure, industrial, commercial, residential, power, and institutional/public projects. The company was founded in 1860 and is headquartered in London, the United Kingdom.
How the Company Makes MoneyKeller Group plc generates revenue primarily through its diverse range of geotechnical services, which include foundation engineering, ground improvement, and specialist contracting. The company earns money by undertaking large-scale infrastructure projects, typically through contracts with public and private sector clients. Key revenue streams include the execution of projects in sectors like transportation, energy, and water management, where the company provides tailored engineering solutions. Strategic partnerships with construction firms and government bodies also enhance its ability to secure contracts and expand its market presence. Additionally, Keller benefits from repeat business and long-term relationships with clients, which contribute to stable revenue generation.

Keller Group plc Earnings Call Summary

Earnings Call Date:Mar 03, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Positive
The call presented a strongly positive set of operational and financial outcomes: record revenue and profit growth on a constant currency basis, sustained margins (7.1%), robust free cash flow (GBP 175.9m), and a return to net cash (GBP 59.7m). Management reinforced capital discipline while increasing shareholder returns (dividend +41.6% and a new GBP 100m buyback) and set out a measured approach to bolt-on M&A and organic growth. Key challenges include a YOY profit reduction in North America driven by Suncoast/residential weakness, a translational FX headwind (GBP 7.8m), and ongoing non-underlying programme costs (GBP 10.9m). Overall, the positives (record results, cash generation, stronger balance sheet, upgraded shareholder returns and diversified geographic resilience) materially outweigh the headwinds.
Q4-2025 Updates
Positive Updates
Record Financial Performance
Group delivered record 2025 results with revenue growth of 5.9% on a constant currency basis and underlying operating profit up 6.5% (constant currency). Underlying EPS increased 5.7% to 211.3p and underlying margin was held at 7.1%.
Strong Free Cash Flow and Net Cash Position
Generated robust free cash flow of GBP 175.9m in 2025 and moved to a net cash position (IAS 17 basis) of GBP 59.7m — the first net cash position in 25 years.
Significant Shareholder Returns
Total dividend increased by 41.6% to 70.4p (final dividend 52.1p) with dividend cover at 3.0x for 2025. Board announced an additional GBP 100m buyback for 2026 (following two GBP 25m tranches in 2025).
Geographic and Segment Outperformance
Keller North America grew revenue by 5% while the wider U.S. construction market declined 2%. Europe & Middle East operating profit rose by GBP 30.7m versus 2024 and APAC delivered sustained revenue and profit growth driven by Austral and India.
Data Center and Small Contract Strength
Completed 120 data center projects in North America in 2025 contributing >GBP 100m revenue. Around 90% of global contracts were <GBP 1m and those smaller projects accounted for ~30% of revenue, supporting utilisation and steady cash flow.
Capital Discipline and Updated Allocation Policy
Leverage target maintained at 0.5–1.5x; gross CapEx in 2025 was GBP 90.4m (around depreciation); Board adopted an enhanced dividend policy targeting cover of 2.5–3.5x and signaled selective bolt-on M&A while retaining strong liquidity (circa GBP 730m headroom).
Negative Updates
North America Profit Reduction (Suncoast Exposure)
North America operating profit fell by GBP 17.7m year-on-year, driven by Suncoast's exposure to the weakened U.S. residential market and a loss of the exceptional pricing booster seen in H1 2024. Management expects pricing has normalized and volume remains the key driver going forward.
Translational FX Headwind
Translational foreign exchange impacted operating profit by GBP 7.8m due to a weaker U.S. dollar against sterling versus 2024.
Non-Underlying Costs and Ongoing Program Spend
Non-underlying items totaled GBP 10.9m (split cash/non-cash) including continued investment in the global ERP programme (pilot H2 2026) and restructuring costs for the finance transformation, reducing near-term reported profitability.
Order Book Timing and Report Period Dip
A reporting-period drop in the order book was noted (though management stated it largely recovered in January), signalling some timing volatility in bookings around year-end.
Local Market Softness and Competitive Pressure
U.S. residential softness continues to depress parts of the business (notably Suncoast); foundations businesses faced a tighter competitive environment, and some softness noted in Australian foundations activity.
Small Legacy Exits and Single-digit Legal Impacts
Winding down of Mauritius and Seychelles operations (GBP 3.3m impact) and a modest positive legal settlement contribution (single-digit millions) were highlighted — signaling cleanup of smaller legacy exposures and one-off items affecting comparatives.
Company Guidance
Management guided that strong cash generation and disciplined capital allocation will continue to underpin growth: FY25 free cash flow was GBP 175.9m, the group moved to net cash of GBP 59.7m (IAS 17) for the first time in 25 years, gross CapEx was GBP 90.4m (around depreciation), and facility headroom is ~GBP 730m, enabling a further GBP 100m buyback in 2026 on top of two GBP 25m tranches (GBP 38.9m paid to 31 Dec); the Board keeps a leverage target of 0.5–1.5x, has adopted an enhanced dividend policy targeting cover of 2.5–3.5x (2025 cover 3x; total dividend 70.4p, final 52.1p, +41.6%), and expects margins to be sustainable (FY25 underlying margin 7.1%, underlying operating profit up ~6.5% CC, revenue +5.9% CC; North America revenue +5% vs market −2% with NA margins ~9%, EME targeting through‑cycle 5–6%, APAC expected to perform solidly); management reiterated selective bolt‑on M&A appetite, continued portfolio discipline, and will set out detailed growth plans at a Capital Markets Day in H2.

Keller Group plc Financial Statement Overview

Summary
Improving earnings and balance-sheet trajectory alongside strong, consistently positive free cash flow since 2023 support a solid score. Offsetting factors include reported margin volatility across years and cyclicality, plus evidence that cash conversion can fluctuate (weak 2022).
Income Statement
74
Positive
Profitability and scale have improved versus earlier years, with net income rising from 46.0M (2022) to 142.7M (2025). Revenue growth re-accelerated in 2025 (+4.5%) after muted growth in 2023–2024 (~0.7%). Offsetting this, margins appear volatile across the period (including unusually large swings in gross profit versus revenue), which reduces confidence in the consistency of underlying operating performance.
Balance Sheet
71
Positive
Leverage has moved in the right direction, with total debt down from 400.0M (2022) to 310.4M (2025) while equity increased from 494.5M to 641.4M, implying improved balance-sheet resilience. Reported leverage metrics also improved from 2023 to 2024 (debt-to-equity ~0.75x to ~0.56x). However, debt remains meaningful relative to equity and the company operates in a cyclical industry, so the balance sheet is solid but not conservative.
Cash Flow
78
Positive
Cash generation is a clear strength: operating cash flow is strong and stable in recent years (197.0M in 2023; 265.9M in 2024; 261.9M in 2025), and free cash flow is consistently positive since 2023 (102.5M to 176.9M to 171.6M). Free cash flow growth in 2025 is very strong (+70.1%), supporting shareholder returns and reinvestment capacity. The main blemish is the weak 2022 cash conversion (negative free cash flow), showing cash flows can fluctuate.
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue3.09B2.99B2.97B2.94B2.22B
Gross Profit1.29B412.00M1.16B1.89B242.20M
EBITDA328.70M289.30M272.20M182.90M178.60M
Net Income142.70M142.30M89.40M46.00M56.50M
Balance Sheet
Total Assets1.83B1.79B1.68B1.70B1.45B
Cash, Cash Equivalents and Short-Term Investments281.50M202.70M151.40M101.10M82.70M
Total Debt310.40M334.60M388.70M400.00M276.00M
Total Liabilities1.18B1.19B1.16B1.21B1.01B
Stockholders Equity641.40M593.70M515.30M494.50M439.90M
Cash Flow
Free Cash Flow171.60M176.90M102.50M-26.90M71.30M
Operating Cash Flow261.90M265.90M197.00M54.80M155.70M
Investing Cash Flow-75.20M-57.70M-72.50M-89.00M-97.00M
Financing Cash Flow-110.60M-145.20M-67.70M41.00M-37.60M

Keller Group plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1706.00
Price Trends
50DMA
1824.92
Positive
100DMA
1699.78
Positive
200DMA
1554.06
Positive
Market Momentum
MACD
89.71
Negative
RSI
86.44
Negative
STOCH
79.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:KLR, the sentiment is Positive. The current price of 1706 is below the 20-day moving average (MA) of 1988.80, below the 50-day MA of 1824.92, and above the 200-day MA of 1554.06, indicating a bullish trend. The MACD of 89.71 indicates Negative momentum. The RSI at 86.44 is Negative, neither overbought nor oversold. The STOCH value of 79.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:KLR.

Keller Group plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
£1.52B3.9824.69%3.08%-1.17%12.31%
78
Outperform
£476.89M6.9913.21%1.88%-12.98%5.51%
76
Outperform
£3.53B6.6616.34%1.80%9.97%-15.46%
73
Outperform
£2.17B12.5024.19%2.49%6.93%21.50%
72
Outperform
£519.41M12.4427.48%3.65%5.78%-6.80%
71
Outperform
£950.41M17.2710.87%3.19%4.40%31.59%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:KLR
Keller Group plc
2,215.00
912.73
70.09%
GB:BBY
Balfour Beatty
730.50
302.91
70.84%
GB:COST
Costain
178.80
75.11
72.43%
GB:GFRD
Galliford Try
572.00
203.94
55.41%
GB:KIE
Kier Group plc
223.00
83.22
59.54%
GB:MGNS
Morgan Sindall
4,670.00
1,632.42
53.74%

Keller Group plc Corporate Events

Regulatory Filings and Compliance
Keller Group Discloses Share Sale by North America President
Neutral
Mar 4, 2026

Keller Group plc has disclosed that Paul Leonard, its President for North America and a person discharging managerial responsibilities, has sold 6,812 ordinary shares in the company. The transaction, classified as inside information, was executed on 4 March 2026 on the London Stock Exchange at a price of £21.69 per share and may attract investor attention as it reflects personal share dealing by a senior regional executive.

The disposal was a single transaction in Keller’s 10 pence ordinary shares, with no indication that it was linked to a share award exercise or pre-arranged trading plan. While routine in nature for listed companies, such disclosures offer transparency into executive dealings and provide shareholders with additional context on insider activity within the group’s leadership team.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £2214.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Keller director Baroness Kate Rock takes senior role at Chemring
Positive
Mar 4, 2026

Keller Group plc, the world’s largest geotechnical specialist contractor, delivers advanced foundation and ground improvement solutions across the global construction industry. The company employs roughly 10,000 people, executes about 5,500 projects a year on five continents and reports annual revenue of approximately £3bn.

Keller Group has announced that its Senior Independent Director, Baroness Kate Rock, will take on an additional role as Senior Independent Director and committee member at Chemring Group PLC from 1 April 2026. The cross-appointment underscores the board-level profile and governance experience of Keller’s leadership, which may enhance the company’s influence and connectivity across the UK industrial and defence-related corporate landscape.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £2214.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Keller Group Posts Record 2025 Results and Boosts Shareholder Returns
Positive
Mar 3, 2026

Keller Group reported record 2025 results, with revenue rising 3.4% to £3.09bn and underlying operating profit up 2.6% to £218.2m, maintaining a 7.1% margin despite currency headwinds and mixed market conditions. The group delivered its highest return on capital in 17 years at 30.7%, moved into a net cash position for the first time in more than 25 years and maintained a £1.5bn order book, underpinned by strong performance across North America, EME and APAC.

Reflecting structurally stronger cash generation, Keller sharply lifted its total dividend by 41.6% to 70.4p per share and plans a further £100m share buyback, signalling confidence in sustained earnings and shareholder returns. New chief executive James Wroath reaffirmed a strategy focused on growing local market share, targeting higher-growth customer segments and continuing investment in people, safety and sustainability, positioning the group to benefit from long-term drivers such as infrastructure spending and energy transition.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £2041.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Regulatory Filings and Compliance
Keller Group Updates Share Capital and Voting Rights
Neutral
Mar 2, 2026

Keller Group plc has reported that as of 27 February 2026 its total issued share capital stands at 73,099,735 ordinary shares, of which 3,001,206 are held in treasury, leaving 70,098,529 voting rights in issue. This updated voting rights figure serves as the key denominator for shareholders assessing disclosure thresholds under FCA transparency rules, clarifying the company’s current capital structure for investors and regulators.

The announcement underscores Keller’s compliance with UK listing and transparency requirements, providing a precise snapshot of its equity base at a time when accurate share and voting data is critical for institutional holders tracking their reportable stakes. By formalising its voting rights position, Keller reinforces governance transparency, which is relevant for market participants monitoring ownership changes and corporate control dynamics.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £2041.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Stock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 22, 2026

Keller Group plc has continued its ongoing share buyback programme, purchasing 23,922 ordinary shares on 21 January 2026 at a volume‑weighted average price of 1,699.76 pence per share through Peel Hunt LLP. The shares will be held in treasury, bringing Keller’s treasury holding to 3,001,206 shares and total ordinary shares in issue, including treasury, to 73,099,735, a move that marginally reduces the stock’s effective free float and can enhance earnings per share for remaining investors over time.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1920.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 21, 2026

Keller Group plc has continued its previously announced share buyback programme with the purchase of 24,361 ordinary shares on 20 January 2026 at a volume‑weighted average price of 1,689.41 pence per share. The repurchased shares will be held in treasury, bringing Keller’s total treasury holding to 2,977,284 shares and leaving 73,099,735 ordinary shares in issue, a move that marginally reduces the stock’s free float and can enhance earnings per share, underlining management’s ongoing commitment to returning capital to shareholders and signalling confidence in the company’s financial position.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1920.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Stock Buyback
Keller Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 16, 2026

Keller Group plc has continued its ongoing share buyback programme, repurchasing 19,782 ordinary shares on 15 January 2026 through Peel Hunt LLP at prices between 1,688p and 1,700p, with a volume-weighted average price of 1,698.53p. The shares will be held in treasury, bringing Keller’s treasury holding to 2,952,923 shares and total shares in issue to 73,099,735, a move that marginally reduces the stock available on the market and may support earnings per share and capital management objectives for existing shareholders.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Stock Buyback
Keller Group Continues Share Buyback, Increases Treasury Share Holding
Positive
Jan 15, 2026

Keller Group plc has continued to execute its share buyback programme, repurchasing 26,176 ordinary shares on 14 January 2026 at a price of 1,665 pence per share via broker Peel Hunt. The acquired shares will be held in treasury, bringing Keller’s treasury holding to 2,933,141 shares and total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces the free float and may enhance earnings per share over time for remaining shareholders.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Stock Buyback
Keller Group Buys Back Further Shares for Treasury Under Ongoing Programme
Positive
Jan 14, 2026

Keller Group plc has continued to execute its share buyback programme, repurchasing 25,818 ordinary shares on 13 January 2026 via Peel Hunt LLP at a volume-weighted average price of 1,673.23 pence per share. The company will hold these shares in treasury, bringing its treasury position to 2,920,137 shares and total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces free float and can enhance capital efficiency and earnings per share for existing investors.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 14, 2026

Keller Group plc has continued its ongoing share buyback programme, repurchasing 25,818 ordinary shares on 13 January 2026 at a volume-weighted average price of 1,673.23 pence per share through Peel Hunt LLP. The company will hold these shares in treasury, bringing its treasury shareholding to 2,920,137 and total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces the stock available in the market and may enhance capital efficiency and earnings per share over time.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Regulatory Filings and Compliance
Keller Group Discloses PDMR Share Transaction Under Long-Term Incentive Plan
Neutral
Jan 13, 2026

Keller Group plc has disclosed a director/PDMR share transaction involving Paul Leonard, President for North America, under the company’s Long Term Incentive Plan. Of the 30,000 shares granted in August 2025, 10,133 shares, including dividend equivalents, were released to Leonard on 12 January 2026 at nil cost, with 3,321 shares subsequently sold on the London Stock Exchange at £17.05 each to satisfy tax and associated charges, in line with regulatory disclosure requirements on managerial dealings.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 13, 2026

Keller Group plc has repurchased 25,599 of its 10 pence ordinary shares on 12 January 2026 through Peel Hunt LLP as part of its ongoing share buyback programme launched in September 2025. The shares, acquired at prices between 1,690p and 1,700p with a volume‑weighted average of 1,695.47p, will be held in treasury, bringing Keller’s treasury holding to 2,894,319 shares and total shares in issue to 73,099,735, a move that marginally reduces the stock available on the market and may support earnings per share and capital management objectives.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Buys Back Further Shares for Treasury Under Ongoing Programme
Positive
Jan 12, 2026

Keller Group plc has continued to execute its previously announced share buyback programme, repurchasing 26,664 ordinary shares on 9 January 2026 at a price of 1,700 pence per share through Peel Hunt LLP. The shares will be held in treasury, bringing Keller’s total treasury holding to 2,868,720 shares and total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces the free float and can enhance earnings per share over time while signalling the company’s confidence in its valuation and capital position.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Stock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 8, 2026

Keller Group plc has continued its previously announced share buyback programme, repurchasing 28,892 ordinary shares on 7 January 2026 through Peel Hunt at a volume‑weighted average price of 1,693.06 pence. The company will hold these shares in treasury, bringing its treasury stock to 2,842,056 shares out of a total 73,099,735 ordinary shares in issue, a move that marginally reduces free float and may enhance capital efficiency and earnings per share for existing shareholders.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 7, 2026

Keller Group plc has continued its share buyback programme, repurchasing 9,738 ordinary shares on 6 January 2026 through Peel Hunt at a volume‑weighted average price of 1,673.8p, with prices ranging between 1,660p and 1,686p. The shares will be held in treasury, taking Keller’s treasury holding to 2,813,164 shares and its total issued share capital, including treasury shares, to 73,099,735, a move that marginally reduces freely tradable stock and signals ongoing capital management aimed at enhancing shareholder value.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 6, 2026

Keller Group plc has continued its ongoing share buyback programme, repurchasing 29,305 ordinary shares on 5 January 2026 via Peel Hunt LLP at prices between 1,640p and 1,666p, with a volume-weighted average price of 1,643.16p. The shares will be held in treasury, taking Keller’s treasury holding to 2,803,426 shares and leaving 73,099,735 ordinary shares in issue, a move that marginally reduces the stock available on the market and signals continued capital management aimed at optimising the company’s share structure for investors.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Adds to Treasury Stock with Latest Share Buyback Tranche
Positive
Jan 5, 2026

Keller Group plc has repurchased 29,305 of its 10 pence ordinary shares on 2 January 2026 through Peel Hunt LLP as part of its ongoing share buyback programme launched in September 2025. The shares, bought on the London Stock Exchange at prices between 1,632p and 1,660p with a volume-weighted average of 1,637.43p, will be held in treasury, bringing Keller’s treasury holding to 2,774,121 shares and total shares in issue, including treasury, to 73,099,735, a move that modestly reduces freely tradable stock and may enhance capital management flexibility and shareholder value over time.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Regulatory Filings and Compliance
Keller Group Updates Total Voting Rights and Share Capital
Neutral
Jan 2, 2026

Keller Group plc has reported that as of 31 December 2025 its total issued share capital stands at 73,099,735 ordinary shares of 10p each, of which 2,686,898 are held in treasury, resulting in 70,412,837 voting rights attached to its ordinary shares. This updated voting rights figure serves as the key denominator for shareholders when assessing whether they must disclose new or changed holdings under UK financial disclosure rules, reinforcing transparency in Keller’s shareholder base and regulatory compliance within the London market.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Jan 2, 2026

Keller Group plc has repurchased 5,000 of its 10 pence ordinary shares on 31 December 2025 at a price of 1,666 pence per share under its ongoing share buyback programme. The shares, bought via Peel Hunt LLP on the London Stock Exchange, will be held in treasury, bringing the company’s treasury holding to 2,744,816 shares and taking total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces the free float and may support capital allocation objectives and shareholder returns.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock With Latest Share Buyback
Positive
Dec 31, 2025

Keller Group plc has continued to execute its ongoing share buyback programme, repurchasing 24,008 ordinary shares on 30 December 2025 via Peel Hunt LLP at a volume-weighted average price of 1,655.96 pence per share. The company will hold these shares in treasury, bringing its treasury holding to 2,739,816 shares out of a total 73,099,735 shares in issue, a move that marginally reduces the stock’s free float and can support earnings per share and capital management objectives for shareholders.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Further Share Buyback
Positive
Dec 30, 2025

Keller Group plc has continued to execute its previously announced share buyback programme, repurchasing 28,910 ordinary shares on 29 December 2025 via Peel Hunt LLP at a volume-weighted average price of 1,662.45 pence. The company plans to hold these shares in treasury, bringing its treasury holding to 2,715,808 shares and total issued share capital to 73,099,735 shares, a move that marginally reduces the free float and can enhance earnings per share over time, signalling ongoing capital management and confidence in the company’s valuation to investors.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Further Share Buyback
Positive
Dec 24, 2025

Keller Group plc has continued to execute its previously announced share buyback programme, repurchasing 8,358 ordinary shares on 23 December 2025 at a volume-weighted average price of 1,664.72 pence through Peel Hunt LLP. The repurchased shares will be held in treasury, bringing Keller’s total treasury holding to 2,686,898 shares and total shares in issue, including treasury shares, to 73,099,735, a move that marginally reduces the free float and may enhance earnings per share over time, signalling continued capital management discipline to investors.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 23, 2025

Keller Group plc has repurchased 12,879 of its 10 pence ordinary shares on 22 December 2025 through Peel Hunt LLP as part of its ongoing share buyback programme, at prices ranging from 1,638p to 1,660p and a volume‑weighted average price of 1,649.51p. The shares will be held in treasury, taking Keller’s treasury holding to 2,678,540 shares and leaving 73,099,735 ordinary shares in issue, a move that marginally reduces the stock’s effective free float and underscores continued capital management activity aimed at optimising the company’s equity structure.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Adds to Treasury Stock with Latest Share Buyback
Positive
Dec 22, 2025

Keller Group plc has continued its ongoing share buyback programme with the repurchase of 13,801 ordinary shares on 19 December 2025, executed through Peel Hunt LLP at a volume-weighted average price of 1,642.30 pence per share. The company will hold these shares in treasury, taking its total treasury stock to 2,665,661 shares and leaving 73,099,735 ordinary shares in issue, a capital-management move that marginally reduces the free float and can be supportive of earnings per share and shareholder returns over time.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Expands Treasury Stock with Latest Share Buyback
Positive
Dec 19, 2025

Keller Group plc has continued its ongoing share buyback programme with the repurchase of 29,148 ordinary shares on 18 December 2025 at a price of 1,624 pence per share, conducted through Peel Hunt LLP. The shares will be held in treasury, bringing Keller’s treasury holdings to 2,651,860 shares and total issued share capital, including treasury shares, to 73,099,735, a move that may support capital management objectives and could enhance earnings per share for existing investors by reducing the effective free float over time.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Enhances Shareholder Value with Share Buyback
Positive
Dec 18, 2025

Keller Group plc announced the repurchase of 7,413 of its ordinary shares as part of its ongoing share buyback program, which aims to improve capital efficiency and enhance shareholder value. The purchased shares will be held in treasury, leaving the company with 2,622,712 treasury shares and a total 73,099,735 shares in issue, signaling a structured capital management approach that could strengthen shareholder confidence.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Enhances Capital Strategy with Share Buyback
Positive
Dec 17, 2025

Keller Group plc has announced the purchase of 23,895 of its ordinary shares through Investec Bank plc as part of its ongoing share buyback program. The shares were purchased at a weighted average price of 1,625.7179 pence and will be held in treasury, increasing the total number of treasury shares to 2,615,299. This move is part of Keller’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Expands Share Buyback Program
Neutral
Dec 17, 2025

Keller Group plc has announced the purchase of 23,895 of its ordinary shares as part of its ongoing share buyback program. This transaction, executed through Investec Bank plc, is part of Keller’s strategy to manage its capital structure and potentially enhance shareholder value by holding these shares in treasury, which now totals 2,615,299 shares.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Business Operations and StrategyStock Buyback
Keller Group Expands Share Buyback Program with Recent Purchase
Positive
Dec 12, 2025

Keller Group plc has announced the purchase of 30,347 of its ordinary shares at a price of 1,600 pence each as part of its ongoing share buyback program. This transaction, conducted through Investec Bank plc, will see the purchased shares held in treasury, bringing the total number of treasury shares to 2,591,404. This move is part of Keller’s strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR Stock Forecast page.

Executive/Board Changes
Keller Group Announces New Company Secretary Appointment
Neutral
Dec 8, 2025

Keller Group plc has announced the appointment of Catherine Shuttleworth as the new General Counsel and Company Secretary, effective December 5, 2025. Catherine brings extensive legal and regulatory experience from her previous roles at DS Smith Plc and Freshfields Bruckhaus Deringer LLP. This change follows the departure of Kerry Porritt, who has been with Keller for 12 years, most recently serving as Chief Sustainability Officer and Company Secretary. The board expressed gratitude for Kerry’s significant contributions to the company.

The most recent analyst rating on (GB:KLR) stock is a Buy with a £1786.00 price target. To see the full list of analyst forecasts on Keller Group plc stock, see the GB:KLR 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: Mar 05, 2026