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Serco Group plc (GB:SRP)
LSE:SRP

Serco Group plc (SRP) AI Stock Analysis

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GB:SRP

Serco Group plc

(LSE:SRP)

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Outperform 73 (OpenAI - 4o)
Rating:73Outperform
Price Target:
288.00p
▲(15.02% Upside)
Serco Group plc's overall stock score is driven by strong cash flow management and positive technical indicators. The earnings call provided a positive outlook with strong growth in key areas. However, the high P/E ratio suggests potential overvaluation, which tempers the overall score.
Positive Factors
Revenue Growth
Consistent revenue growth, particularly in North America, demonstrates Serco's ability to expand its market reach and strengthen its service offerings.
High Contract Retention
High contract retention rates indicate strong customer relationships and service quality, which are crucial for long-term stability and growth.
Cash Flow Management
Strong cash flow management ensures Serco can meet its financial obligations, invest in growth opportunities, and return value to shareholders.
Negative Factors
Profitability Challenges
Declining profitability can hinder Serco's ability to reinvest in the business and maintain competitive pricing, impacting long-term growth.
Rising Debt Levels
Increased leverage may strain Serco's financial flexibility, making it vulnerable to economic downturns or unexpected expenses.
Challenges in Asia Pacific
Declining revenue in Asia Pacific highlights regional challenges and the need for strategic adjustments to sustain growth in this market.

Serco Group plc (SRP) vs. iShares MSCI United Kingdom ETF (EWC)

Serco Group plc Business Overview & Revenue Model

Company DescriptionSerco Group plc provides public services in the United Kingdom, Europe, North America, the Asia Pacific, and the Middle East. The company offers base and operational support engineering, and management and information, as well as nuclear, space, and maritime services for the defense sector; and custodial, immigration detention, and detainee transport and monitoring services for the justice and immigration sectors. It also provides rail, ferry, and cycle operations; road traffic management; and air traffic control services to the transportation sector, as well as integrated facilities management, pathology and non-clinical support, and patient administration and contact services for the health sector. In addition, the company offers citizen services, including contact centers and case management; middle, back office, and IT; and employment and skills services. The company serves the United Kingdom and Canadian governments, devolved authorities, and other public sector customers; and federal and civilian agencies, and various state and municipal governments. Serco Group plc was founded in 1929 and is based in Hook, the United Kingdom.
How the Company Makes MoneySerco Group plc generates revenue primarily through long-term contracts with government entities and public sector organizations, which typically involve the delivery of essential services. The company’s revenue model is based on a combination of fixed-price contracts, cost-plus contracts, and performance-based contracts. Key revenue streams include management of defense and security services, transportation services (such as operating rail services), and various support services in healthcare and immigration. Additionally, Serco benefits from partnerships with government agencies that enhance its service delivery capabilities, allowing for expansion into new markets and sectors. Factors contributing to its earnings include successful contract renewals, the ability to win new contracts through competitive bidding, and effective cost management to maintain margins on service delivery.

Serco Group plc Earnings Call Summary

Earnings Call Date:Aug 07, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Mar 05, 2026
Earnings Call Sentiment Positive
The earnings call presented a strong first half performance with significant growth in revenue and order intake, particularly in the defense sector. Despite challenges in the Asia Pacific region, the company maintained high contract retention rates and demonstrated operational efficiency improvements. Overall, the positive aspects of the call notably outweigh the challenges.
Q2-2025 Updates
Positive Updates
Strong Revenue Growth
Serco delivered a revenue of GBP 2.4 billion for the first half, marking a 5% increase on a constant currency basis, with 9% organic growth from the North America business.
Impressive Order Intake
Order intake reached GBP 3.2 billion, representing a book-to-bill ratio over 130%.
Expansion of Defense Segment
The defense sector experienced an 11% organic growth, with the segment now accounting for over 40% of group revenue.
High Contract Retention
Serco reported a 95% contract retention rate, demonstrating strong customer satisfaction and competitive solutions.
Improved Safety and Efficiency
A 19% reduction in lost time incidents was achieved, contributing to a total reduction of 31% since the beginning of last year.
Negative Updates
Challenges in Asia Pacific
Revenue in Asia Pacific declined 3% organically due to the ending of Australian immigration contracts.
Weak Order Intake in Asia Pacific
Order intake in Asia Pacific was weak, with a focus on rebuilding the pipeline for future growth.
Impact of Australian Immigration Contract End
The conclusion of the Australian immigration contract was a notable factor impacting the revenue performance.
Company Guidance
During the call, Serco's management highlighted a robust financial performance for the first half of 2025, with revenue reaching GBP 2.4 billion, marking a 5% increase on a constant currency basis. The company reported an underlying operating profit of GBP 146 million, maintaining a strong margin of 6%. They achieved an impressive order intake of GBP 3.2 billion, translating to a book-to-bill ratio of over 130%. Serco's North America business exhibited significant growth, with a 9% organic increase. The firm emphasized strong contract retention rates of 95% and outlined a growing pipeline of new opportunities, reaching GBP 11.9 billion. Additionally, Serco announced a GBP 50 million share buyback and an 8% increase in the interim dividend. The company remains focused on operational excellence, competitiveness, and growth, with defense now accounting for around 40% of the group's revenue.

Serco Group plc Financial Statement Overview

Summary
Serco Group plc shows strong cash flow management and a stable equity position, but faces challenges in profitability and rising debt levels. The company's ability to convert revenue into profit and manage operational costs efficiently is crucial for future financial health.
Income Statement
65
Positive
The income statement reveals a mixed performance. The gross profit margin shows stability with a modest increase over recent years. However, the net profit margin declined significantly in the latest year, indicating profitability challenges. Revenue growth has been inconsistent, with a slight contraction in the latest period. The EBIT margin has seen a noticeable decrease, reflecting operational inefficiencies, while EBITDA margin also fell, indicating pressure on earnings before depreciation and amortization.
Balance Sheet
75
Positive
The balance sheet reflects moderate financial health. The debt-to-equity ratio has risen, suggesting increased leverage, which could pose risks if earnings do not improve. Return on equity has decreased, showing reduced efficiency in generating profits from shareholders' equity. However, the equity ratio remains stable, indicating reasonable financial stability and asset management.
Cash Flow
80
Positive
Cash flow statements indicate strong cash generation. Free cash flow has grown consistently, demonstrating effective cash management and operational efficiency. The operating cash flow to net income ratio is robust, signaling that cash flow generation remains strong relative to accounting profits. The free cash flow to net income ratio also suggests solid cash conversion, despite lower net income.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue4.89B4.79B4.87B4.53B4.42B3.88B
Gross Profit546.40M518.60M495.50M493.50M468.00M383.00M
EBITDA243.60M326.90M448.90M382.00M371.50M310.70M
Net Income48.60M44.20M202.40M155.40M303.90M133.80M
Balance Sheet
Total Assets2.84B2.66B2.61B2.75B2.73B2.41B
Cash, Cash Equivalents and Short-Term Investments173.60M183.00M94.40M57.20M198.40M335.70M
Total Debt957.00M806.40M659.90M708.90M807.30M791.40M
Total Liabilities1.97B1.82B1.58B1.72B1.73B1.70B
Stockholders Equity871.30M842.50M1.03B1.03B1.01B713.30M
Cash Flow
Free Cash Flow411.00M385.00M368.40M307.80M317.80M218.40M
Operating Cash Flow433.90M419.40M393.10M327.20M349.90M268.50M
Investing Cash Flow-280.00M-7.40M-5.40M-35.30M-232.30M600.00K
Financing Cash Flow-110.50M-322.30M-347.90M-436.80M-250.10M-24.70M

Serco Group plc Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price250.40
Price Trends
50DMA
249.67
Positive
100DMA
235.54
Positive
200DMA
207.25
Positive
Market Momentum
MACD
2.21
Positive
RSI
45.45
Neutral
STOCH
26.84
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SRP, the sentiment is Neutral. The current price of 250.4 is below the 20-day moving average (MA) of 253.39, above the 50-day MA of 249.67, and above the 200-day MA of 207.25, indicating a neutral trend. The MACD of 2.21 indicates Positive momentum. The RSI at 45.45 is Neutral, neither overbought nor oversold. The STOCH value of 26.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:SRP.

Serco 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
76
Outperform
£2.09B19.9020.62%2.63%11.42%-17.18%
74
Outperform
£10.57B41.355.93%1.74%-1.58%-34.64%
74
Outperform
£7.85B22.6229.71%3.61%1.14%17.74%
73
Outperform
£2.52B53.215.21%1.41%0.84%-62.73%
66
Neutral
£338.89M36.084.01%2.14%6.90%145.00%
64
Neutral
£402.67M24.639.00%-4.87%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:SRP
Serco Group plc
250.40
113.17
82.47%
GB:CPI
Capita plc
392.00
130.40
49.85%
GB:ITRK
Intertek
4,424.00
-184.88
-4.01%
GB:MTO
Mitie Group plc
163.20
56.77
53.34%
GB:RTO
Rentokil Initial
427.40
31.46
7.95%
GB:RST
Restore
280.00
29.81
11.91%

Serco Group plc Corporate Events

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Dec 4, 2025

Serco Group plc announced the purchase of 212,195 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 21,112,140 shares. The move is likely aimed at consolidating the company’s control over its shares and potentially enhancing shareholder value by reducing the number of shares available in the market.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Dec 3, 2025

Serco Group plc announced the purchase of 237,792 of its own ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction brings the total number of shares held in treasury to 20,899,945, with 1,002,955,298 shares remaining in issue. The buy-back program is a strategic move to manage the company’s capital structure and potentially enhance shareholder value by reducing the number of shares in circulation.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Dec 2, 2025

Serco Group plc, a company involved in various sectors, has announced the purchase of 238,960 ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated on August 7, 2025, which has seen the company acquire a total of 20,662,153 shares. The move is likely aimed at consolidating the company’s share capital and potentially enhancing shareholder value by reducing the number of shares in circulation.

Business Operations and Strategy
Serco Secures £500 Million Contract to Operate HMP Dovegate
Positive
Dec 1, 2025

Serco Group plc has secured a £500 million contract to manage HMP Dovegate, a category B adult male facility in Staffordshire, for 12 years with potential extensions. The contract includes enhancements in education delivery and job creation, reinforcing Serco’s commitment to prisoner rehabilitation and public safety, while solidifying its position in the justice sector.

Stock Buyback
Serco Group Expands Share Buy-back Program with Latest Purchase
Neutral
Nov 28, 2025

Serco Group plc, a provider of public services, announced the purchase of 242,662 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired over 20 million shares. This move is likely to impact the company’s share capital structure by increasing the number of shares held in treasury, potentially affecting shareholder voting rights and financial metrics.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Nov 28, 2025

Serco Group plc has announced the purchase of 242,841 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired over 20 million shares. The move is likely to impact the company’s share value and provide greater flexibility in managing its capital structure, potentially benefiting shareholders by enhancing earnings per share.

Stock Buyback
Serco Group Expands Treasury Holdings with Latest Share Buy-Back
Neutral
Nov 27, 2025

Serco Group plc has announced the purchase of 244,957 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction increases the total number of shares held in treasury to 19,937,690, impacting the company’s share structure and potentially influencing shareholder value and market perception.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Nov 26, 2025

Serco Group plc has announced the purchase of 253,700 of its own ordinary shares, which will be held in treasury. This transaction is part of an ongoing share buy-back program initiated in August 2025, through which the company has acquired a total of 19,692,733 shares. The current transaction underscores Serco’s commitment to managing its capital structure and potentially enhancing shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Nov 25, 2025

Serco Group plc announced the purchase of 254,500 ordinary shares as part of its ongoing share buy-back program, initiated in August 2025. This transaction increases the total number of shares held in treasury to 19,439,033, with 1,004,416,210 shares remaining in issue. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Nov 24, 2025

Serco Group plc has announced the purchase of 253,500 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 19,184,533 ordinary shares. The buy-back program aims to manage the company’s capital structure and potentially enhance shareholder value by reducing the number of shares in circulation.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Nov 21, 2025

Serco Group plc has announced the purchase of 250,351 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, under which the company has acquired a total of 18,931,033 shares. The move is likely aimed at consolidating the company’s capital structure and potentially enhancing shareholder value by reducing the number of shares in circulation.

Stock Buyback
Serco Group Expands Share Buy-Back Program with Latest Purchase
Positive
Nov 20, 2025

Serco Group plc has announced the purchase of 253,900 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, under which the company has acquired a total of 18,680,682 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value by reducing the number of shares available in the market, which could positively impact the company’s stock price and market perception.

Stock Buyback
Serco Group Expands Share Buy-Back Program with Latest Acquisition
Positive
Nov 19, 2025

Serco Group plc has announced the purchase of 249,133 of its own ordinary shares, which will be held in treasury. This acquisition is part of a broader share buy-back program initiated in August 2025, through which the company has acquired a total of 18,426,782 shares. The move is likely aimed at consolidating shareholder value and optimizing capital structure, potentially impacting the company’s market positioning by enhancing share value and investor confidence.

Stock Buyback
Serco Group Enhances Share Buy-Back Program
Positive
Nov 18, 2025

Serco Group plc has announced the purchase of 249,183 of its own ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction increases the total number of shares held in treasury to 18,177,649, while the total number of shares with voting rights stands at 1,005,677,594. The buy-back program aims to optimize the company’s capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Enhances Share Buy-Back Program
Positive
Nov 17, 2025

Serco Group plc has announced the purchase of 255,250 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, under which the company has acquired a total of 17,928,466 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value, reflecting the company’s strategic financial management.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Nov 14, 2025

Serco Group plc announced the purchase of 253,350 ordinary shares as part of its ongoing share buy-back program. This transaction is part of a larger initiative that began in August 2025, with the company now holding a total of 17,673,216 shares in treasury. This move is likely to impact shareholder value and reflects Serco’s strategic financial management aimed at enhancing shareholder returns.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Nov 13, 2025

Serco Group plc has announced the acquisition of 252,200 ordinary shares as part of its ongoing share buy-back program. This move, which brings the total shares held in treasury to 17,419,866, is part of a strategic effort to manage the company’s capital structure and enhance shareholder value, reflecting the company’s confidence in its financial health and future prospects.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Nov 12, 2025

Serco Group plc has announced the purchase of 252,000 ordinary shares as part of its ongoing share buy-back program, which began in August 2025. This transaction increases the total number of shares held in treasury to over 17 million, while the total shares in issue with voting rights stand at approximately 1 billion. This move is part of Serco’s strategy to manage its capital structure and enhance shareholder value, potentially impacting its market positioning and stakeholder interests.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Neutral
Nov 11, 2025

Serco Group plc has announced the purchase of 244,863 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction increases the total number of shares held in treasury to 16,915,666, while the total number of shares with voting rights remains at 1,006,939,577. The buy-back program is part of Serco’s efforts to manage its capital structure and potentially enhance shareholder value.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Nov 10, 2025

Serco Group plc has announced the purchase of 252,100 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 16,670,803 shares. The buy-back initiative is likely aimed at optimizing the company’s capital structure and potentially enhancing shareholder value by reducing the number of shares in circulation.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Nov 7, 2025

Serco Group plc has announced the purchase of 243,826 of its own ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated in August 2025, under which the company has acquired a total of 16,418,703 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value, reflecting a strategic decision to manage equity and voting rights effectively.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Treasury Holdings with Share Buy-Back
Positive
Nov 6, 2025

Serco Group plc has announced the purchase of 246,000 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction brings the total number of shares held in treasury to over 16 million, reflecting the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock Buyback
Serco Group Expands Share Buy-Back Program with Latest Purchase
Positive
Nov 5, 2025

Serco Group plc has announced the purchase of 249,000 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 15,928,877 shares. The move is likely aimed at optimizing the capital structure and potentially enhancing shareholder value by reducing the number of shares in circulation, which can increase earnings per share and improve market perception.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program with Latest Purchase
Positive
Nov 4, 2025

Serco Group plc has announced the purchase of 247,500 of its own ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction increases the total number of shares held in treasury to 15,679,877, while the total number of shares in issue with voting rights remains at 1,008,175,366. The buy-back program is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program with Latest Purchase
Neutral
Oct 31, 2025

Serco Group plc has announced the purchase of 246,000 of its own ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction brings the total number of shares held in treasury to over 15 million, while the total shares in issue with voting rights remain over 1 billion. This move is part of Serco’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Enhances Shareholder Value with Strategic Buy-Back
Positive
Oct 31, 2025

Serco Group plc has announced the purchase of 239,208 ordinary shares as part of its ongoing share buy-back program, which began on 7 August 2025. The company now holds a total of 15,186,377 shares in treasury, with 1,008,668,866 shares remaining in issue. This move is part of Serco’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 30, 2025

Serco Group plc has announced the purchase of 244,900 of its own ordinary shares, which will be held in treasury. This transaction is part of an ongoing share buy-back program initiated on 7 August 2025, through which the company has acquired a total of 14,947,169 shares. The move is likely aimed at consolidating ownership and potentially increasing shareholder value, reflecting a strategic financial decision that impacts the company’s market positioning and shareholder interests.

Stock Buyback
Serco Group Enhances Share Buy-Back Program
Neutral
Oct 29, 2025

Serco Group plc, a company operating in the service industry, announced the purchase of 242,147 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 14,702,269 shares. The move is significant for stakeholders as it impacts the total number of shares with voting rights, now standing at 1,009,152,974, and may influence shareholder decisions under the Financial Conduct Authority’s rules.

Stock Buyback
Serco Group plc Expands Share Buy-Back Program
Neutral
Oct 28, 2025

Serco Group plc has announced the purchase of 244,300 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 14,460,122 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value by reducing the number of shares available on the market.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 27, 2025

Serco Group plc announced the purchase of 241,601 ordinary shares as part of its ongoing share buy-back program, initiated on 7 August 2025. This transaction increases the total shares held in treasury to 14,215,822, with the company having 1,009,639,421 ordinary shares in issue. This move is part of Serco’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock Buyback
Serco Group Expands Share Buy-back Program with Recent Purchase
Neutral
Oct 24, 2025

Serco Group plc, a prominent player in the public services sector, has announced the purchase of 246,215 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, under which the company has acquired a total of 13,974,221 shares. The move is likely to impact the company’s share capital structure, potentially influencing shareholder value and market perception.

Stock Buyback
Serco Group Enhances Share Buy-Back Program with New Purchase
Positive
Oct 23, 2025

Serco Group plc has announced the purchase of 252,800 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program. This move, part of a larger initiative that has seen the company repurchase over 13 million shares since August 2025, is aimed at consolidating its share capital and potentially enhancing shareholder value.

Stock Buyback
Serco Group Advances Share Buy-Back Program with Latest Purchase
Positive
Oct 23, 2025

Serco Group plc has announced the purchase of 252,800 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 13,728,006 shares. The move is likely aimed at enhancing shareholder value and optimizing the company’s capital structure, reflecting confidence in its financial health and future prospects.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 22, 2025

Serco Group plc has announced the purchase of 256,000 of its own ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This transaction increases the total number of shares held in treasury to over 13 million, with the remaining shares available for voting rights totaling over 1 billion. This strategic move is likely aimed at enhancing shareholder value and optimizing capital structure, reflecting the company’s commitment to returning value to its investors.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Treasury Holdings with Latest Share Buy-Back
Neutral
Oct 21, 2025

Serco Group plc has announced the purchase of 253,777 ordinary shares as part of its ongoing share buy-back program, initiated in August 2025. This transaction increases the total number of shares held in treasury to 13,219,206, while the total number of shares with voting rights remains at 1,010,636,037. This move is part of Serco’s strategy to manage its capital structure and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-back Program with New Purchase
Neutral
Oct 20, 2025

Serco Group plc has announced the purchase of 257,001 of its own ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated in August 2025, through which the company has acquired a total of 12,965,429 shares. The move is likely aimed at consolidating the company’s share value and providing flexibility in its capital management strategy, potentially impacting shareholder value and market perception.

Stock BuybackBusiness Operations and Strategy
Serco Group Enhances Shareholder Value with Strategic Share Buy-Back
Positive
Oct 17, 2025

Serco Group plc has announced the purchase of 259,000 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program. This move is part of a broader strategy to manage the company’s capital structure and enhance shareholder value, reflecting confidence in its financial stability and future growth prospects.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 16, 2025

Serco Group plc has announced the purchase of 259,100 ordinary shares as part of its ongoing share buy-back program, initiated in August 2025. This transaction increases the total number of shares held in treasury to 12,449,428, while the number of shares with voting rights remains at 1,011,405,815. The buy-back program is a strategic move to manage the company’s capital structure, potentially enhancing shareholder value and signaling confidence in the company’s financial health.

Stock Buyback
Serco Group Expands Treasury Holdings with Share Buy-Back
Neutral
Oct 15, 2025

Serco Group plc has announced the purchase of 247,167 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This move increases the total number of shares held in treasury to over 12 million, impacting the number of shares with voting rights and potentially influencing shareholder interests and market perceptions.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 14, 2025

Serco Group plc has announced the purchase of 257,986 ordinary shares as part of its ongoing share buy-back program, which was initiated on August 7, 2025. This transaction increases the total number of shares held in treasury to 11,943,161, while the number of shares in issue with voting rights stands at 1,011,912,082. This strategic move is likely aimed at optimizing the company’s capital structure and could potentially enhance shareholder value by reducing the number of shares available in the market.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Neutral
Oct 13, 2025

Serco Group plc, a provider of public services, has announced the purchase of 262,600 of its own ordinary shares, which it plans to hold in treasury. This transaction is part of an ongoing share buy-back program initiated in August 2025, under which the company has now acquired a total of 11,685,175 shares. The buy-back is expected to impact the company’s share capital structure, potentially affecting shareholder voting rights and interest calculations.

Stock BuybackBusiness Operations and Strategy
Serco Group Enhances Shareholder Value with Strategic Buy-Back
Positive
Oct 10, 2025

Serco Group plc has announced the purchase of 254,366 of its own ordinary shares, which will be held in treasury as part of its ongoing share buy-back program. This move is part of a larger strategy initiated in August 2025, which has seen the company acquire a total of 11,422,575 shares, potentially strengthening its market position and providing value to its shareholders by reducing the number of shares in circulation.

Stock BuybackBusiness Operations and Strategy
Serco Group plc Expands Share Buy-Back Program
Positive
Oct 9, 2025

Serco Group plc has announced the purchase of 256,358 of its own ordinary shares, which it intends to hold in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired over 11 million shares. The move is likely aimed at consolidating shareholder value and optimizing capital structure, reflecting a strategic focus on enhancing financial flexibility and potentially improving earnings per share.

Stock Buyback
Serco Group Expands Treasury Holdings with Latest Share Buy-Back
Neutral
Oct 8, 2025

Serco Group plc has announced the purchase of 255,746 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This move increases the total number of shares held in treasury to 10,911,851, impacting the company’s share capital structure and potentially influencing shareholder value and market perception.

DividendsRegulatory Filings and Compliance
Serco CFO Engages in Share Transaction Under Dividend Reinvestment Plan
Neutral
Oct 7, 2025

Serco Group plc announced a transaction involving Nigel Crossley, the Group Chief Financial Officer, who participated in a Dividend Reinvestment Plan, acquiring ordinary shares on the London Stock Exchange. This transaction aligns with regulatory requirements and reflects ongoing engagement with the company’s financial instruments, potentially impacting shareholder value and market perception.

Stock Buyback
Serco Group Enhances Shareholder Value with Continued Share Buy-Back
Positive
Oct 7, 2025

Serco Group plc has announced the purchase of 260,600 of its own ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated in August 2025, under which the company has repurchased a total of 10,656,105 shares. This move may impact the company’s stock liquidity and shareholder value, as it reduces the number of shares available in the market, potentially enhancing earnings per share and providing greater flexibility in capital management.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program with Latest Purchase
Positive
Oct 6, 2025

Serco Group plc has announced the purchase of 261,422 ordinary shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This move brings the total number of shares held in treasury to over 10 million, reflecting the company’s strategy to manage its share capital and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program with New Purchase
Positive
Oct 6, 2025

Serco Group plc has announced the purchase of 261,422 ordinary shares, which it intends to hold in treasury as part of its ongoing share buy-back program. This transaction increases the total number of shares held in treasury to 10,395,505, with 1,013,459,738 shares remaining in issue. The buy-back program, initiated on August 7, 2025, aims to enhance shareholder value and optimize the company’s capital structure, reflecting a strategic move to strengthen its market position.

DividendsRegulatory Filings and Compliance
Serco Group Announces Dividend Equivalents for Senior Management
Neutral
Oct 3, 2025

Serco Group plc announced a change in the interests of its senior management in the company’s ordinary shares due to the grant of dividend equivalents. This move, involving key figures such as the Group Chief Executive and Group Chief Financial Officer, reflects the company’s adherence to its Long-Term Incentive Plan and other bonus plans, which include provisions for malus and clawback. The announcement aligns with the UK Market Abuse Regulation, indicating the company’s commitment to transparency and regulatory compliance.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program with Latest Purchase
Positive
Oct 3, 2025

Serco Group plc has announced the purchase of 258,591 ordinary shares as part of its ongoing share buy-back program, bringing the total number of shares held in treasury to over 10 million. This strategic move is part of a broader initiative to manage its capital structure and potentially enhance shareholder value by reducing the number of shares available in the market, which may impact the company’s stock performance and investor relations.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Positive
Oct 2, 2025

Serco Group plc has announced the acquisition of 257,094 ordinary shares as part of its ongoing share buy-back program, initiated on 7 August 2025. This transaction increases the total number of shares held in treasury to 9,875,492, with 1,013,979,751 shares remaining in issue. This move is part of Serco’s strategy to manage its capital structure and potentially enhance shareholder value.

Executive/Board ChangesBusiness Operations and Strategy
Serco Group Appoints New Company Secretary
Positive
Oct 1, 2025

Serco Group plc has announced the appointment of Amanda Miller as the new Company Secretary, effective from October 1, 2025. Amanda brings over 25 years of international experience in commercial and corporate law, having worked across North America, the UK, and Europe. This strategic appointment is expected to enhance Serco’s operational capabilities and strengthen its position in handling complex global challenges.

Executive/Board ChangesBusiness Operations and Strategy
Serco Group Grants Share Awards to North America CEO
Neutral
Oct 1, 2025

Serco Group plc announced a transaction involving Michael LaRouche, the North America CEO, who was granted 526,874 share awards as part of the company’s Long-Term Incentive Plan. This move, executed at a price of £2.3228 per share, reflects the company’s commitment to aligning managerial incentives with shareholder interests, potentially impacting its operational focus and stakeholder engagement.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Sep 30, 2025

Serco Group plc has announced the purchase of 262,696 ordinary shares to be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This move increases the total number of shares held in treasury to 9,618,398, while the total number of shares with voting rights remains at 1,014,236,845. The buy-back program is likely aimed at consolidating the company’s share capital, potentially enhancing shareholder value and reflecting confidence in the company’s financial health.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Neutral
Sep 30, 2025

Serco Group plc has announced the purchase of 249,647 ordinary shares as part of its ongoing share buy-back program, which began on 7 August 2025. This transaction brings the total number of shares held in treasury to 9,355,702. The buy-back program is aimed at managing the company’s capital structure and providing shareholder value, with the total number of shares with voting rights now standing at 1,014,499,541.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Neutral
Sep 29, 2025

Serco Group plc has announced the purchase of 261,780 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 9,106,055 shares. The move is expected to impact the company’s share capital structure, potentially affecting shareholder voting rights and interest notifications under regulatory guidelines.

Stock Buyback
Serco Group Continues Share Buy-Back Program with Latest Purchase
Positive
Sep 26, 2025

Serco Group plc has announced the purchase of 268,331 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated on August 7, 2025, through which the company has acquired a total of 8,844,275 shares. The move is likely aimed at consolidating the company’s share value and optimizing its capital structure, potentially benefiting shareholders by increasing earnings per share and providing a signal of confidence in the company’s financial health.

Stock Buyback
Serco Group Expands Treasury Holdings with Share Buy-Back
Neutral
Sep 25, 2025

Serco Group plc has announced the acquisition of 267,500 of its own shares, which will be held in treasury, as part of its ongoing share buy-back program initiated in August 2025. This move increases the total number of shares held in treasury to 8,575,944, potentially impacting shareholder voting rights and the company’s market positioning by consolidating its share capital.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Neutral
Sep 24, 2025

Serco Group plc has announced the purchase of 66,645 of its own ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated on 7 August 2025, through which the company has acquired a total of 8,308,444 shares. Following this transaction, Serco holds 8,308,444 shares in treasury, with 1,015,546,799 shares remaining in issue and available for voting rights. This strategic move may impact the company’s market positioning by potentially increasing shareholder value and adjusting the share capital structure.

Business Operations and Strategy
Serco’s MT&S Secures Major US Air Force Contract
Positive
Sep 23, 2025

Serco Group’s recently acquired business, MT&S, has secured a significant contract with the US Air Force to provide training and simulator services under the AFMS3 program. This contract, valued at up to $972 million over five years, positions Serco as a leader in the defense sector’s training and simulation market, enhancing its capabilities in mission simulation and operational training.

Stock Buyback
Serco Group Expands Share Buy-Back Program with Latest Acquisition
Neutral
Sep 23, 2025

Serco Group plc has announced the purchase of 279,358 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 8,241,799 shares. The move is aimed at managing the company’s capital structure and potentially enhancing shareholder value by reducing the number of shares in circulation, thereby impacting the company’s stock liquidity and market perception.

Executive/Board ChangesBusiness Operations and Strategy
Serco Appoints New CEO for North American Division
Positive
Sep 23, 2025

Serco Group PLC has appointed Michael LaRouche as the new CEO of its North American division, effective October 1, 2025. With extensive leadership experience in defense and adjacent sectors, LaRouche is expected to drive further growth in the North American market, where Serco has already doubled its revenue to $2 billion since 2017. His appointment is seen as a strategic move to capitalize on significant growth opportunities in the US and Canadian markets, benefiting customers, employees, and shareholders.

Stock Buyback
Serco Group Enhances Shareholder Value with Share Buy-Back
Positive
Sep 22, 2025

Serco Group plc has announced the purchase of 281,800 ordinary shares, which will be held in treasury. This transaction is part of a broader share buy-back program initiated in August 2025, through which the company has acquired a total of 7,962,441 shares. The move is aimed at consolidating the company’s share capital and potentially enhancing shareholder value by reducing the number of shares in circulation, thereby increasing earnings per share.

Stock Buyback
Serco Group plc Expands Share Buy-Back Program
Positive
Sep 19, 2025

Serco Group plc, a company involved in various sectors, has announced the purchase of 282,300 of its own ordinary shares, which it intends to hold in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 7,680,641 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value by reducing the number of shares available in the market.

Stock Buyback
Serco Group plc Expands Share Buy-Back Program
Neutral
Sep 17, 2025

Serco Group plc has announced the purchase of 279,300 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, with a total of 7,117,302 shares purchased to date. The move is likely aimed at consolidating the company’s share capital and potentially enhancing shareholder value by reducing the number of shares available in the market. The total number of shares with voting rights now stands at 1,016,737,941, which will be used by shareholders for regulatory compliance purposes.

Executive/Board ChangesBusiness Operations and Strategy
Serco Board Chair John Rishton to Join Diageo as Non-Executive Director
Positive
Sep 16, 2025

Serco Group plc announced that its Board Chair, John Rishton, will join Diageo plc as a Non-Executive Director and a member of its Audit and Nomination Committees starting November 1, 2025. This move highlights Serco’s leadership strength and could potentially enhance its strategic positioning by fostering relationships with other major corporations, potentially benefiting stakeholders through increased collaboration opportunities.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Treasury Holdings with Latest Share Buy-Back
Neutral
Sep 16, 2025

Serco Group plc has announced the purchase of 274,896 ordinary shares, which will be held in treasury as part of its ongoing share buy-back program initiated in August 2025. This move increases the total shares held in treasury to 6,838,002, while the total number of shares with voting rights remains at 1,017,017,241. The buy-back program is a strategic effort to manage the company’s capital structure and potentially enhance shareholder value.

Executive/Board ChangesBusiness Operations and StrategyRegulatory Filings and Compliance
Serco Group plc Announces Long-Term Incentive Plan Awards
Neutral
Sep 15, 2025

Serco Group plc announced the grant of Long-Term Incentive Plan awards to key managerial personnel, Amanda Miller and Helen Shaw, at a price of £2.2168 per share. This move, in compliance with the UK Market Abuse Regulation, reflects Serco’s commitment to incentivizing its leadership, potentially impacting its strategic operations and stakeholder interests.

Stock Buyback
Serco Group Enhances Shareholder Value with Continued Share Buy-Back
Positive
Sep 15, 2025

Serco Group plc has announced the purchase of 280,300 ordinary shares, which will be held in treasury. This transaction is part of a share buy-back program initiated in August 2025, under which the company has acquired a total of 6,563,106 shares. The move is likely aimed at optimizing the company’s capital structure and enhancing shareholder value, reflecting positively on its market positioning and signaling confidence in its financial health.

Stock BuybackBusiness Operations and Strategy
Serco Group Expands Share Buy-Back Program
Neutral
Sep 12, 2025

Serco Group plc has announced the purchase of 278,190 ordinary shares as part of its ongoing share buy-back program, initiated on 7 August 2025. This acquisition increases the total number of shares held in treasury to 6,282,806, with 1,017,572,437 shares remaining in issue. This move is part of the company’s strategy to manage its capital structure and may affect shareholder calculations under the Financial Conduct Authority’s rules.

Stock Buyback
Serco Group Enhances Share Buy-Back Program with Latest Purchase
Neutral
Sep 11, 2025

Serco Group plc has announced the purchase of 267,308 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated on August 7, 2025, through which the company has acquired a total of 6,004,616 shares. This move is likely to impact the company’s share capital structure and could influence shareholder value by reducing the number of shares available in the market.

Stock BuybackBusiness Operations and Strategy
Serco Group Enhances Shareholder Value with Strategic Share Buy-Back
Positive
Sep 10, 2025

Serco Group plc, a prominent player in the service industry, has announced the purchase of 273,655 ordinary shares, which will be held in treasury. This move is part of their ongoing share buy-back program, which has seen the acquisition of over 5.7 million shares since August 2025. The company now holds these shares in treasury, reducing the number of shares with voting rights to 1,018,117,935. This strategic financial maneuver could potentially enhance shareholder value and impact the company’s market positioning.

Executive/Board ChangesRegulatory Filings and Compliance
Serco Group Announces Executive Share Transaction
Neutral
Sep 9, 2025

Serco Group plc announced a transaction involving Gillian Duggan, the Group Chief People and Culture Officer, who vested shares from a Long-Term Incentive Plan. The transaction involved the sale of 80,549 shares to cover tax obligations, with the vesting price set at £2.2369 per share. This announcement, made in compliance with the UK Market Abuse Regulation, highlights the company’s adherence to regulatory standards and may impact stakeholders’ perceptions of executive compensation practices.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Sep 9, 2025

Serco Group plc, a company involved in various sectors, announced the purchase of 279,462 of its own ordinary shares, which will be held in treasury. This transaction is part of a larger share buy-back program initiated in August 2025, through which the company has acquired a total of 5,463,653 shares. The move is likely aimed at consolidating ownership and potentially enhancing shareholder value by reducing the number of shares in circulation.

Stock Buyback
Serco Group Expands Share Buy-Back Program
Positive
Sep 8, 2025

Serco Group plc has announced the purchase of 272,638 of its own ordinary shares, which will be held in treasury. This acquisition is part of a larger share buy-back program initiated on 7 August 2025, through which the company has acquired a total of 5,184,191 shares. The move is aimed at consolidating its share capital, potentially enhancing shareholder value by reducing the number of shares in circulation.

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