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Tesco PLC (GB:TSCO)
LSE:TSCO
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Tesco plc (TSCO) AI Stock Analysis

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GB:TSCO

Tesco plc

(LSE:TSCO)

Rating:75Outperform
Price Target:
466.00p
▲(10.24% Upside)
Tesco's strong financial performance and strategic share buyback program are the most significant factors contributing to its high score. The technical analysis and valuation indicate a stable market position, while the absence of recent earnings call data limits further insights.
Positive Factors
Dividend
A final dividend of 13.70p exceeded expectations, setting the cash yield for FY26e at 11%.
Investment Initiatives
Tesco is announcing a new round of Save to Invest of £500mn, which is expected to absorb the wage/NIC inflation.
Share Buyback
Tesco announced a new £1,450mn buyback to be completed by April 2026, aligning with forecasts.
Negative Factors
Competitive Pressure
Tesco has been impacted by ASDA's decision to invest in price and accept a profit hit to reset their business.
Investor Concerns
Investors, particularly non-UK ones, are concerned about ASDA's actions affecting the perceived rationality of the UK food retail market.

Tesco plc (TSCO) vs. iShares MSCI United Kingdom ETF (EWC)

Tesco plc Business Overview & Revenue Model

Company DescriptionTesco PLC, together with its subsidiaries, engages in retailing and retail banking activities. It provides food products through approximately 4,752 stores in the United Kingdom, Republic of Ireland, the Czech Republic, Slovakia, and Hungary, as well as through online. The company is also involved in the food and drink wholesaling activities. In addition, it offers banking and insurance services in the United Kingdom. Further, the company operates a network of one stop convenience stores; and provides data science, technology, software, and consultancy services. Tesco PLC was founded in 1919 and is headquartered in Welwyn Garden City, the United Kingdom.
How the Company Makes MoneyTesco generates revenue primarily through the sale of groceries and non-food items across its retail stores and online platforms. Its key revenue streams include sales from hypermarkets, supermarkets, and convenience stores, as well as e-commerce sales through its website and mobile app. The company also earns money through its Tesco Clubcard loyalty program, which encourages customer retention and provides valuable data for personalized marketing. Additional revenue comes from financial services, such as credit cards and insurance products. Strategic partnerships with suppliers and brands further enhance its product offerings and pricing strategies, contributing to overall earnings.

Tesco plc Financial Statement Overview

Summary
Tesco exhibits strong financial health with consistent revenue growth and profitability. The balance sheet reflects a stable financial structure with manageable debt levels, and cash flows are robust, supporting the company's operational and investment activities effectively.
Income Statement
85
Very Positive
Tesco demonstrates strong revenue growth over the years, with a notable increase from 2024 to 2025. The gross and net profit margins are healthy, reflecting efficient cost management and profitability. The EBIT and EBITDA margins are stable, indicating consistent operational performance.
Balance Sheet
78
Positive
The debt-to-equity ratio is moderate, suggesting a balanced approach to leveraging. Return on Equity shows improvement, indicating effective use of shareholder funds to generate profits. The equity ratio is stable, reflecting a consistent portion of assets funded by equity.
Cash Flow
80
Positive
Cash flow from operations is strong and supports net income well, indicating good cash-generating capability. Free cash flow is positive and shows growth, suggesting effective management of capital expenditures. The ratios suggest a robust cash flow position relative to earnings.
BreakdownTTMDec 2025Dec 2023Dec 2023Dec 2021Dec 2021
Income Statement
Total Revenue103.95B69.92B65.76B68.19B57.89B61.34B
Gross Profit7.59B5.36B4.68B4.85B3.86B4.69B
EBITDA6.35B4.23B3.19B4.80B3.05B4.39B
Net Income1.89B1.63B737.00M1.19B690.00M1.48B
Balance Sheet
Total Assets38.89B38.89B46.13B47.04B45.51B49.35B
Cash, Cash Equivalents and Short-Term Investments4.63B4.63B4.45B4.67B3.70B4.65B
Total Debt14.67B14.67B15.08B14.84B15.67B15.36B
Total Liabilities27.23B27.23B33.90B35.37B33.45B33.71B
Stockholders Equity11.67B11.67B12.24B11.67B12.08B15.66B
Cash Flow
Free Cash Flow2.59B1.68B2.56B2.45B-737.00M2.61B
Operating Cash Flow4.59B2.92B3.81B3.84B640.00M3.79B
Investing Cash Flow-714.00M-441.00M-790.00M-1.70B6.13B-1.77B
Financing Cash Flow-4.35B-2.94B-3.19B-1.86B-7.84B-2.23B

Tesco plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price422.70
Price Trends
50DMA
414.47
Positive
100DMA
390.53
Positive
200DMA
372.55
Positive
Market Momentum
MACD
3.30
Negative
RSI
53.43
Neutral
STOCH
58.32
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TSCO, the sentiment is Positive. The current price of 422.7 is above the 20-day moving average (MA) of 420.15, above the 50-day MA of 414.47, and above the 200-day MA of 372.55, indicating a bullish trend. The MACD of 3.30 indicates Negative momentum. The RSI at 53.43 is Neutral, neither overbought nor oversold. The STOCH value of 58.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:TSCO.

Tesco plc Risk Analysis

Tesco plc disclosed 15 risk factors in its most recent earnings report. Tesco plc reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Tesco 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
75
Outperform
£27.45B17.5210.18%3.24%
63
Neutral
$20.54B14.42-2.84%3.14%2.08%-6.12%
$3.69B-14.70%
79
Outperform
£15.37B12.1811.89%2.92%-0.38%14.68%
76
Outperform
£6.75B20.056.21%4.54%0.34%153.91%
75
Outperform
£1.32B23.809.10%2.60%4.03%3.21%
66
Neutral
£2.73B20.3514.14%1.98%4.77%18.94%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:TSCO
Tesco plc
422.70
79.79
23.27%
OCDGF
Ocado Group
4.48
0.00
0.00%
GB:ABF
Associated British Foods
2,160.00
-220.66
-9.27%
GB:CWK
Cranswick
5,100.00
378.38
8.01%
GB:SBRY
J Sainsbury plc
299.40
18.09
6.43%
GB:BAKK
Bakkavor Group plc
229.00
82.71
56.54%

Tesco plc Corporate Events

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Aug 18, 2025

Tesco PLC announced the purchase of 980,630 ordinary shares on 15 August 2025 as part of its £1.45 billion share buyback program. The shares, bought at an average price of 413.41 pence, will be cancelled, reducing the total number of shares in issue to 6,539,897,412. This move is part of Tesco’s broader strategy to enhance shareholder value, having already purchased 196,944,350 shares totaling £761.2 million since April 2025.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Programme with Latest Purchase
Positive
Aug 15, 2025

Tesco PLC has announced the purchase and cancellation of 973,508 ordinary shares as part of its £1.45 billion share buyback programme. This transaction, executed on the London Stock Exchange, is part of a broader strategy to enhance shareholder value, having already cancelled 195,963,720 shares since April 2025, amounting to £757.2 million. The reduction in shares is expected to impact the company’s share capital structure, potentially increasing earnings per share and providing a positive signal to the market.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Aug 14, 2025

Tesco PLC has announced the purchase of 1,025,199 of its own ordinary shares as part of its ongoing £1.45 billion share buyback program. The shares, acquired at an average price of 414.67 pence, will be cancelled, reducing the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value and optimize the company’s capital structure, having already purchased shares worth £753.2 million since April 2025.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Aug 13, 2025

Tesco PLC announced the purchase of 981,818 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled to reduce the number of shares in circulation. This move is part of Tesco’s ongoing efforts to return value to shareholders, having already purchased a total of 193,965,013 shares since April 2025, which amounts to £748.9 million.

Stock Buyback
Tesco Advances Share Buyback Programme with Latest Purchase
Positive
Aug 12, 2025

Tesco PLC has announced the purchase of 988,336 ordinary shares as part of its £1.45 billion share buyback programme, following previous announcements in April and July 2025. This transaction, executed on 11 August 2025, contributes to the company’s ongoing efforts to enhance shareholder value, with a total of 192,983,195 shares purchased since the programme’s commencement, amounting to £744.9 million.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Programme with Latest Purchase
Positive
Aug 11, 2025

Tesco PLC announced the purchase of 988,528 ordinary shares as part of its £1.45 billion share buyback programme, with shares to be cancelled. This move is part of a broader strategy to enhance shareholder value, having already purchased 191,994,859 shares since April 2025, totaling £740.8 million. The reduction in shares is expected to impact the company’s share capital structure and may influence shareholder interests and market perceptions.

Regulatory Filings and Compliance
Tesco’s Chief People Officer Sells Shares Worth Over £500,000
Neutral
Aug 8, 2025

Tesco PLC announced that Emma Taylor, the Chief People Officer, sold 122,300 ordinary shares at a price of £4.10164 each, totaling £501,630.57. This transaction was conducted on the London Stock Exchange and is part of the regulatory compliance under the Market Abuse Regulation, reflecting internal shareholding adjustments.

Stock Buyback
Tesco Advances £1.45 Billion Share Buyback with Latest Purchase
Positive
Aug 8, 2025

Tesco PLC has announced the purchase and cancellation of 968,205 ordinary shares as part of its ongoing £1.45 billion share buyback program. This transaction, executed on August 7, 2025, follows previous purchases and contributes to a total of 191,006,331 shares bought back since April 2025, amounting to £736.7 million. The move is likely aimed at enhancing shareholder value and optimizing the company’s capital structure, with implications for stakeholders in terms of shareholding adjustments and market positioning.

Stock Buyback
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Aug 7, 2025

Tesco PLC announced the purchase of 962,328 ordinary shares as part of its £1.45 billion share buyback program, with shares purchased at an average price of 419.60 pence. This transaction is part of a broader effort that has seen the company buy back a total of 190,038,126 shares since April 2025, amounting to £732.7 million, which is expected to enhance shareholder value by reducing the number of shares in circulation.

Stock Buyback
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Aug 6, 2025

Tesco PLC has announced the purchase and cancellation of 970,292 ordinary shares as part of its ongoing £1.45 billion share buyback program. This transaction, executed on the London Stock Exchange, reflects Tesco’s commitment to returning value to shareholders and optimizing its capital structure, potentially impacting shareholder interests and market dynamics.

Stock Buyback
Tesco PLC Advances Share Buyback Programme with Recent Purchase
Positive
Aug 5, 2025

Tesco PLC announced the purchase of 957,447 of its own ordinary shares on 04 August 2025 as part of its £1.45 billion share buyback programme. The shares, purchased at an average price of 425.50 pence, will be cancelled, reducing the total number of shares in issue to 6,548,736,256. This initiative, which has seen the company buy back a total of 188,105,506 shares since April 2025, is aimed at enhancing shareholder value and optimizing the capital structure.

Business Operations and Strategy
Tesco Executives Adjust Shareholdings Amid Strategic Financial Moves
Neutral
Aug 4, 2025

Tesco PLC announced that Christine Heffernan, a key executive, sold 218,000 ordinary shares at £4.257 each, totaling approximately £928,026. Concurrently, several executives, including CEO Ken Murphy, acquired shares under the company’s Share Incentive Plan, reflecting ongoing internal shareholding adjustments. These transactions, conducted on the London Stock Exchange, highlight strategic financial movements within Tesco’s leadership, potentially impacting stakeholder perceptions and market dynamics.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with New Purchase
Positive
Aug 4, 2025

Tesco PLC has announced the purchase of 959,220 ordinary shares as part of its £1.45 billion share buyback program, with shares being cancelled to reduce the number of shares in circulation. This move is part of a larger strategy that has seen the company buy back a total of 187,148,059 shares since April 2025, indicating a focus on enhancing shareholder value and optimizing capital structure.

Regulatory Filings and Compliance
Tesco PLC Announces Total Voting Rights and Capital Structure
Neutral
Aug 1, 2025

Tesco PLC announced its total voting rights and capital structure as of July 31, 2025, revealing a share capital consisting of 6,550,652,923 ordinary shares, each carrying one vote. This information is crucial for shareholders and stakeholders with notification obligations under the FCA’s Disclosure Guidance and Transparency Rules, as it serves as the denominator for calculating changes in their interests in the company.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Aug 1, 2025

Tesco PLC has announced the purchase of 1,005,556 ordinary shares as part of its ongoing £1.45 billion share buyback program, with the shares being cancelled to reduce the total number of shares in issue. This move is part of a broader strategy to enhance shareholder value, with the company having already repurchased a total of 186,188,839 shares since April 2025, amounting to £716.5 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jul 31, 2025

Tesco PLC announced the purchase of 959,034 ordinary shares as part of its £1.45 billion share buyback program, with the shares to be cancelled. This move is part of a broader strategy, having already acquired 185,183,283 shares since April 2025, totaling £712.2 million, which aims to enhance shareholder value and optimize the capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 30, 2025

Tesco PLC announced the purchase of 963,827 ordinary shares as part of its ongoing £1.45 billion share buyback program. The shares, purchased at an average price of 423.36 pence, will be cancelled, reducing the total number of shares in issue to 6,552,617,513. This move is part of a broader strategy to enhance shareholder value, having already acquired 184,224,249 shares since April 2025, amounting to £708.1 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Share Purchase
Positive
Jul 29, 2025

Tesco PLC has announced the purchase of 956,507 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled to reduce the total number of shares in issue. This move is part of a broader strategy to enhance shareholder value, having already purchased 183,260,422 shares since April 2025, totaling £704 million, reflecting Tesco’s commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 28, 2025

Tesco PLC announced the purchase of 1,217,672 ordinary shares as part of its £700 million share buyback program, with the shares set to be cancelled. This transaction, executed through Citigroup Global Markets Limited, reflects Tesco’s ongoing strategy to enhance shareholder value and optimize its capital structure.

Stock Buyback
Tesco Continues £1.45 Billion Share Buyback Program
Neutral
Jul 28, 2025

Tesco PLC has announced the continuation of its £1.45 billion share buyback program, with a new tranche valued at up to £500 million. This initiative, conducted in partnership with Goldman Sachs, aims to reduce the company’s share capital and is carried out under the authority granted by shareholders, adhering to UK regulations.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program
Positive
Jul 25, 2025

Tesco PLC announced the purchase of 1,231,800 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled following the transaction. This move is part of a larger strategy, having already purchased 181,086,243 shares since April 2025, aimed at reducing the number of shares in circulation and potentially increasing shareholder value.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Recent Share Purchase
Positive
Jul 24, 2025

Tesco PLC announced the purchase and cancellation of 1,320,860 ordinary shares as part of its £700 million share buyback program, reflecting its ongoing commitment to returning value to shareholders. This transaction reduces the total number of shares in issue to 6,556,987,319, which is relevant for shareholders and stakeholders in calculating their interests under the Disclosure and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 23, 2025

Tesco PLC has executed a share buyback transaction, purchasing 1,301,084 ordinary shares at an average price of 426.07 pence per share as part of its £700 million share buyback program. This move, which follows a series of similar transactions since April 2025, reflects the company’s strategy to enhance shareholder value by reducing the number of shares in circulation, thereby potentially increasing earnings per share and strengthening its market position.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jul 22, 2025

Tesco PLC announced the purchase of 1,321,779 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, having already acquired 177,232,499 shares since April 2025, totaling over £678 million, which may impact shareholder calculations under the Disclosure and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 21, 2025

Tesco PLC announced the purchase of 1,304,000 of its own ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, having already purchased over 175 million shares since April 2025, and reflects the company’s commitment to returning capital to shareholders while maintaining transparency in its financial operations.

Stock Buyback
Tesco PLC Advances Share Buyback Program
Neutral
Jul 18, 2025

Tesco PLC announced the purchase of 1,362,474 ordinary shares as part of its £700 million share buyback program, with shares purchased at an average price of 411.44 pence. This transaction reduces the total number of shares in issue to 6,562,235,042, impacting shareholder calculations under the Disclosure and Transparency Rules.

Stock Buyback
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jul 17, 2025

Tesco PLC announced the purchase and cancellation of nearly 1.5 million ordinary shares as part of its ongoing £700 million share buyback program. This move, which follows previous purchases since April 2025, reduces the total number of shares in circulation and is aimed at enhancing shareholder value by consolidating ownership.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances £700 Million Share Buyback Program
Positive
Jul 16, 2025

Tesco PLC announced the purchase of 1,510,355 of its own ordinary shares as part of its £700 million share buyback program. This transaction, conducted on the London Stock Exchange, is part of a broader strategy to enhance shareholder value, with the purchased shares being cancelled to reduce the total number of shares in circulation. Since April 2025, Tesco has bought back a total of 171,748,266 shares, amounting to over £655 million, reflecting its commitment to returning capital to shareholders and optimizing its capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with New Share Purchase
Positive
Jul 15, 2025

Tesco PLC announced the purchase of 1,244,800 of its own ordinary shares as part of its £700 million share buyback program. This transaction, conducted on the London Stock Exchange, is part of a broader strategy to enhance shareholder value by reducing the number of shares in circulation, thereby potentially increasing earnings per share and strengthening the company’s financial position.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jul 14, 2025

Tesco PLC announced the purchase of 1,456,300 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, as the company has already repurchased over 168 million shares since April 2025, reflecting a significant investment in its own stock.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 11, 2025

Tesco PLC announced the purchase of 1,537,760 of its own ordinary shares at an average price of 401.75 pence per share, as part of its £700 million share buyback program. This transaction, which follows the authority granted by shareholders, aims to reduce the number of shares in circulation, potentially increasing the value of remaining shares and demonstrating confidence in the company’s financial health.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with New Purchase
Positive
Jul 10, 2025

Tesco PLC announced the purchase of 1,713,760 ordinary shares as part of its ongoing £700 million share buyback program, with the shares set to be cancelled. This move is part of a broader strategy to enhance shareholder value, having already acquired over 165 million shares since April 2025, and it impacts the total number of shares in circulation, which now stands at 6,570,842,711.

Private Placements and FinancingBusiness Operations and Strategy
Tesco PLC Publishes £15 Billion EMTN Programme Prospectus
Neutral
Jul 9, 2025

Tesco PLC announced the publication of its base prospectus for a £15 billion Euro Medium Term Note (EMTN) Programme, which has been approved by the Financial Conduct Authority. This update is significant as it reflects Tesco’s ongoing efforts to manage its financial operations and funding strategies effectively, potentially impacting its market positioning and stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £700 Million Share Buyback Program
Positive
Jul 9, 2025

Tesco PLC has announced the purchase of 1,697,920 of its own ordinary shares as part of its £700 million share buyback program, with the shares to be canceled. This transaction, executed on July 8, 2025, is part of a broader strategy that has seen the company buy back a total of 164,285,291 shares since April 2025, amounting to over £625 million. The move is aimed at reducing the number of shares in circulation, potentially increasing the value of remaining shares and signaling confidence in the company’s financial health.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 8, 2025

Tesco PLC has announced the purchase of 1,709,300 ordinary shares as part of its £700 million share buyback program, with the shares to be canceled. This transaction, conducted on July 7, 2025, reflects Tesco’s ongoing efforts to enhance shareholder value and manage its capital structure, reducing the total number of shares in circulation and potentially increasing earnings per share.

Executive/Board ChangesBusiness Operations and Strategy
Tesco Executives Adjust Shareholdings Amidst Market Activities
Neutral
Jul 7, 2025

Tesco PLC announced that several of its executives, including Matt Simister and Andrew Yaxley, have sold ordinary shares in the company, while others have acquired shares under the company’s Share Incentive Plan. These transactions, conducted on the London Stock Exchange, reflect ongoing managerial changes in shareholding, which may influence stakeholder perceptions and the company’s market positioning.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Neutral
Jul 7, 2025

Tesco PLC announced the purchase and cancellation of 1,695,352 ordinary shares as part of its £700 million share buyback program, following shareholder approval at the 2025 Annual General Meeting. This transaction, executed on the London Stock Exchange, is part of a broader strategy that has seen the company repurchase over 160 million shares since April 2025, totaling over £611 million, which may impact shareholder calculations under the Disclosure and Transparency Rules.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 3, 2025

Tesco PLC announced the purchase of 2,050,000 of its own ordinary shares as part of its £700 million share buyback program, with the shares to be cancelled. This transaction, conducted on the London Stock Exchange, reflects Tesco’s ongoing efforts to enhance shareholder value and manage its capital structure, as the company has repurchased a total of 157,421,500 shares since April 2025.

DividendsBusiness Operations and Strategy
Tesco Directors Increase Shareholdings Through DRIP
Positive
Jul 2, 2025

Tesco PLC announced that key directors, Stewart Gilliland and Bertrand Bodson, have increased their shareholdings in the company through the Dividend Reinvestment Plan (DRIP). This move, involving the acquisition of additional shares, reflects a continued commitment by the company’s leadership to align their interests with shareholders, potentially signaling confidence in Tesco’s future performance and stability in the market.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jul 2, 2025

Tesco PLC announced the purchase of 1,930,000 of its own ordinary shares as part of a £700 million share buyback program, with the shares being cancelled. This move is part of a broader strategy to enhance shareholder value, having already repurchased over 155 million shares since April 2025, totaling approximately £589.6 million.

DividendsBusiness Operations and Strategy
Tesco Executives Increase Shareholdings, Signaling Confidence in Future
Positive
Jul 1, 2025

Tesco PLC announced that several of its senior executives have acquired shares through the company’s Share Incentive Plan and Dividend Reinvestment Plan. This move reflects the executives’ confidence in the company’s future performance and aligns their interests with those of shareholders, potentially strengthening Tesco’s market position and investor relations.

Regulatory Filings and Compliance
Tesco PLC Announces Total Voting Rights and Capital Update
Neutral
Jul 1, 2025

Tesco PLC announced its total voting rights and capital as of June 30, 2025, with a share capital consisting of 6,583,400,262 ordinary shares, each carrying one vote. This information is crucial for shareholders and others with notification obligations to determine their interest in the company under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jul 1, 2025

Tesco PLC announced the purchase of 2,038,927 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in issue. This move is part of a larger strategy that has seen the company buy back over 153 million shares since April 2025, enhancing shareholder value and potentially improving earnings per share.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 30, 2025

Tesco PLC announced the purchase of 2,195,000 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled. This move is part of a broader strategy to enhance shareholder value, having already purchased over 151 million shares since April 2025, totaling over £573 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 27, 2025

Tesco PLC announced the purchase of 2,209,804 of its ordinary shares as part of its £700 million share buyback program, with the shares to be cancelled. This transaction, conducted on the London Stock Exchange, is part of a broader strategy to enhance shareholder value, having already cancelled over 149 million shares since April 2025, totaling approximately £564.8 million.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Recent Purchase
Positive
Jun 26, 2025

Tesco PLC announced the purchase of 2,409,356 ordinary shares as part of its £700 million share buyback program, with shares to be cancelled. This move, following the acquisition of over 146 million shares since April 2025, aims to enhance shareholder value and reflects Tesco’s strategic focus on optimizing its capital structure.

Business Operations and StrategyFinancial Disclosures
Tesco PLC Announces LTIP Awards and Share Releases
Neutral
Jun 25, 2025

Tesco PLC announced the grant of awards under its Long-Term Incentive Plan 2021 to its Executive Directors and Executive Committee members, with shares set to vest in 2028 based on performance targets. Additionally, shares from previous awards were released, with some executives selling portions of their shares, reflecting strategic financial planning and potential impacts on shareholder value.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 25, 2025

Tesco PLC announced the purchase of 2,446,516 ordinary shares on the London Stock Exchange as part of its £700 million share buyback program. This transaction, executed on June 24, 2025, is part of a broader strategy to enhance shareholder value, with the total shares purchased since April 2025 amounting to 144,588,413, worth over £546 million.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 24, 2025

Tesco PLC announced the purchase of 2,562,380 of its own ordinary shares as part of a £700 million share buyback program. This transaction, conducted on the London Stock Exchange, is part of a broader strategy to enhance shareholder value by reducing the number of shares in circulation, thereby potentially increasing earnings per share. The cancellation of these shares reflects Tesco’s commitment to returning capital to shareholders, while the remaining shares in issue stand at 6,594,699,865.

Stock Buyback
Tesco Advances Share Buyback with Latest Purchase
Positive
Jun 23, 2025

Tesco PLC announced the purchase and cancellation of 2,583,300 ordinary shares as part of its ongoing £700 million share buyback program. This transaction, conducted on 20 June 2025, reflects the company’s commitment to returning value to shareholders and adjusting its capital structure, with the total shares purchased since April 2025 amounting to 139,579,517 shares.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 20, 2025

Tesco PLC announced the purchase of 2,565,000 of its own ordinary shares as part of its £700 million share buyback program, with the purchased shares set to be cancelled. This action is part of a broader strategy to enhance shareholder value, with a total of 136,996,217 shares purchased since April 2025, amounting to over £515 million. The buyback reduces the number of shares in circulation, potentially increasing the value of remaining shares and demonstrating the company’s confidence in its financial health.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 19, 2025

Tesco PLC announced the purchase of 2,810,702 of its own ordinary shares as part of a £700 million share buyback program, with the shares to be canceled. This move is part of a broader strategy that has seen the company buy back over 134 million shares since April 2025, reflecting its commitment to returning value to shareholders and potentially impacting the company’s share price and market perception.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 18, 2025

Tesco PLC has announced the purchase of 2,902,000 ordinary shares as part of its ongoing £700 million share buyback program, with the shares being cancelled. This transaction, conducted on the London Stock Exchange, reflects Tesco’s commitment to returning value to shareholders and optimizing its capital structure, with the total shares purchased since April amounting to 131,620,515, valued at over £494 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 17, 2025

Tesco PLC announced the purchase of 2,915,120 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value and reflects the company’s ongoing commitment to returning capital to shareholders, potentially impacting its stock price and market perception positively.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 16, 2025

Tesco PLC announced the purchase and cancellation of 2,844,944 ordinary shares as part of its £700 million share buyback program, executed on 13 June 2025. This move is part of a broader strategy to enhance shareholder value, with the company having already acquired a total of 125,803,395 shares since April 2025, reflecting a significant financial commitment to its buyback initiative.

Stock Buyback
Tesco Advances £700 Million Share Buyback with Latest Purchase
Positive
Jun 13, 2025

Tesco PLC has announced the purchase of 3,034,000 of its ordinary shares as part of its £700 million share buyback program, authorized by shareholders at the 2024 Annual General Meeting. This transaction, executed through Citigroup Global Markets Limited, reflects Tesco’s ongoing efforts to enhance shareholder value by reducing the number of shares in circulation, which now stands at 6,613,883,311. Since the program’s commencement in April 2025, Tesco has repurchased a total of 122,958,451 shares, amounting to £459,771,028.29, indicating a significant commitment to returning capital to shareholders.

Shareholder MeetingsDividendsBusiness Operations and Strategy
Tesco PLC Announces Successful AGM with All Resolutions Passed
Positive
Jun 12, 2025

Tesco PLC successfully held its Annual General Meeting on June 12, 2025, where all proposed resolutions were approved by shareholders. Key resolutions included the approval of the Directors’ remuneration policy, the declaration of a final dividend, and the election and re-election of several directors, highlighting strong shareholder support and confidence in the company’s leadership and strategic direction.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 12, 2025

Tesco PLC announced the purchase of 3,268,908 of its own ordinary shares as part of its £700 million share buyback program. This transaction, conducted on 11 June 2025, follows previous purchases since April, totaling over £447 million. The repurchased shares will be cancelled, reducing the total number of shares in circulation to 6,616,917,311. This move is part of Tesco’s strategy to enhance shareholder value and optimize its capital structure.

Business Operations and StrategyFinancial Disclosures
Tesco Reports Strong Q1 Performance with Market Share Gains
Positive
Jun 12, 2025

Tesco PLC reported a strong start to its 2025/26 financial year, with increased customer satisfaction contributing to market share gains across its operations. The company achieved a 4.6% like-for-like sales growth, driven by new product launches and a focus on value and quality. In the UK, Tesco’s market share rose to 28.0%, supported by the introduction of over 350 new own-brand products and an 18% increase in sales of its Finest range. The retailer also saw significant growth in its online sales, particularly in Ireland, where online sales increased by 19.8%. Tesco’s performance highlights its competitive positioning and commitment to providing the best value to customers amid a challenging market environment.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with New Purchase
Positive
Jun 11, 2025

Tesco PLC announced the purchase of 3,466,800 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, having already purchased over 116 million shares since April 2025, totaling over £435 million.

Business Operations and StrategyRegulatory Filings and Compliance
Tesco Executives Acquire Shares Under Incentive Plan
Positive
Jun 10, 2025

Tesco PLC announced that its Share Incentive Plan Trustees have purchased ordinary shares on behalf of several key executives under the Partnership Share Scheme. This move, compliant with the UK Market Abuse Regulation, indicates a strategic effort to align managerial interests with shareholder value, potentially enhancing stakeholder confidence in the company’s governance.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with New Purchase
Positive
Jun 10, 2025

Tesco PLC announced the purchase of 3,462,641 ordinary shares as part of its £700 million share buyback program, with the shares to be canceled, reducing the total number of shares in issue to 6,623,653,019. This move is part of a broader strategy to enhance shareholder value, as the company has already repurchased over 113 million shares since April 2025, totaling over £421 million, signaling strong financial health and confidence in its market position.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Strategy with Latest Purchase
Positive
Jun 9, 2025

Tesco PLC has announced the purchase of 3,464,800 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy that has seen the company buy back over 109 million shares since April 2025, totaling over £408 million, which is expected to enhance shareholder value and optimize capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Jun 6, 2025

Tesco PLC announced the purchase of 3,470,208 of its own ordinary shares as part of its £700 million share buyback program, with the shares being cancelled. This transaction, executed on the London Stock Exchange, is part of a broader strategy to enhance shareholder value, having already seen the company buy back over 106 million shares since April 2025. The move reduces the total number of shares in issue, potentially increasing the value of remaining shares and reflecting Tesco’s strong financial position and commitment to returning capital to shareholders.

Stock Buyback
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 5, 2025

Tesco PLC announced the purchase of 3,577,712 ordinary shares as part of its £700 million share buyback program, with the shares to be cancelled. This transaction reduces the total number of shares in circulation, potentially increasing shareholder value and reflecting the company’s confidence in its financial health.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £700 Million Share Buyback Initiative
Positive
Jun 4, 2025

Tesco PLC has announced the purchase of 3.6 million of its own ordinary shares as part of its ongoing £700 million share buyback program, with the shares being cancelled post-purchase. This transaction, executed through Citigroup Global Markets Limited, is part of a larger initiative that has seen the company buy back over 99 million shares since April 2025, reflecting Tesco’s strategy to return capital to shareholders and potentially enhance shareholder value.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances £700 Million Share Buyback Program
Positive
Jun 3, 2025

Tesco PLC has announced the purchase of 3,595,555 of its own ordinary shares as part of a £700 million share buyback program. This transaction, conducted on the London Stock Exchange, is part of a broader strategy to enhance shareholder value by reducing the number of shares in circulation, which now stands at 6,641,228,380. The move reflects Tesco’s ongoing commitment to returning capital to shareholders and may impact the company’s market positioning by potentially increasing earnings per share.

Regulatory Filings and Compliance
Tesco PLC Announces Total Voting Rights and Share Capital Details
Neutral
Jun 2, 2025

Tesco PLC announced its total voting rights and capital as of May 31, 2025, revealing a share capital consisting of 6,644,823,935 ordinary shares, each carrying one vote. This information is crucial for shareholders and stakeholders to determine their notification obligations under the FCA’s Disclosure Guidance and Transparency Rules, impacting their investment decisions and interest notifications in the company.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Jun 2, 2025

Tesco PLC announced the purchase of 3,726,000 ordinary shares as part of its ongoing £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in issue. This move is part of a broader strategy to enhance shareholder value, having already repurchased over 92 million shares since April 2025, indicating a strong commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £700 Million Share Buyback Program
Positive
May 30, 2025

Tesco PLC announced the purchase of 3,903,000 ordinary shares as part of its £700 million share buyback program, with shares to be cancelled. This move, following previous purchases since April 2025, reflects Tesco’s strategy to enhance shareholder value and optimize its capital structure, impacting stakeholders by reducing the number of shares in issue to 6,648,549,935.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Strategy with Latest Purchase
Positive
May 30, 2025

Tesco PLC announced the purchase of 3,903,000 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, having already acquired over 88 million shares since April 2025, totaling more than £324 million, indicating a strong commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
May 29, 2025

Tesco PLC has announced the purchase and cancellation of 3,997,100 of its ordinary shares as part of its £700 million share buyback program. This transaction, conducted on 28 May 2025, is part of a broader strategy to enhance shareholder value, with the company having repurchased a total of 84,388,827 shares since April 2025, amounting to approximately £310 million.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Recent Purchase
Positive
May 28, 2025

Tesco PLC has executed a share buyback transaction, purchasing over 4 million ordinary shares as part of its £700 million buyback program. This move, which reduces the number of shares in circulation, is part of a broader strategy to enhance shareholder value and optimize the company’s capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with New Purchase
Positive
May 27, 2025

Tesco PLC has announced the purchase of 4,127,699 of its own ordinary shares as part of its £700 million share buyback program, with the shares to be canceled. This transaction is part of a broader strategy, having already repurchased over 76 million shares since April 2025, indicating a significant move to return value to shareholders and potentially enhance earnings per share by reducing the number of shares in circulation.

Other
Tesco Executive Exercises Share Options
Neutral
May 23, 2025

Tesco PLC announced that Emma Taylor, Chief People Officer and a member of the Executive Committee, exercised her options over 13,698 ordinary shares under the Tesco PLC Savings-Related Share Option Scheme at a price of £2.19 per share. This transaction, conducted outside a trading venue, reflects the company’s ongoing commitment to its employee share ownership schemes, aligning the interests of its executives with those of its shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with New Purchase
Positive
May 23, 2025

Tesco PLC announced the purchase of 4,285,000 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled to reduce the total number of shares in issue. This move is part of a broader strategy to enhance shareholder value, having already acquired over 72 million shares since April 2025, indicating a strong commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Enhances Shareholder Value with Share Buyback
Positive
May 22, 2025

Tesco PLC announced the purchase of 4.6 million ordinary shares as part of its £700 million share buyback program, with the shares to be cancelled. This move, which follows previous purchases totaling over £246 million, is part of Tesco’s strategy to enhance shareholder value and reflects confidence in its financial position.

Stock BuybackBusiness Operations and Strategy
Tesco Enhances Shareholder Value with Share Buyback
Positive
May 21, 2025

Tesco PLC announced the purchase of 4,694,970 ordinary shares as part of its £700 million share buyback program, with the shares being cancelled. This move, following previous purchases since April 2025, reflects Tesco’s strategy to enhance shareholder value and optimize its capital structure, impacting the number of shares in issue and potentially affecting shareholder interests.

Stock Buyback
Tesco PLC Executes Share Buyback to Enhance Shareholder Value
Positive
May 20, 2025

Tesco PLC has announced the purchase of 4,840,000 of its own ordinary shares as part of its £700 million share buyback program. This transaction, conducted on the London Stock Exchange, aims to reduce the number of shares in circulation, potentially enhancing shareholder value. The cancellation of these shares will leave 6,678,170,963 ordinary shares in issue, which is significant for stakeholders monitoring their interests in the company.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Strategy with Recent Purchase
Positive
May 19, 2025

Tesco PLC announced the purchase of 4,913,000 ordinary shares as part of its £700 million share buyback program, with the shares being canceled after purchase. This move is part of a larger strategy to enhance shareholder value, having already acquired over 53 million shares since April 2025, indicating a robust commitment to returning capital to shareholders.

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: Aug 18, 2025