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Tesco PLC (GB:TSCO)
LSE:TSCO

Tesco plc (TSCO) AI Stock Analysis

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GB:TSCO

Tesco plc

(LSE:TSCO)

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Outperform 74 (OpenAI - 4o)
Rating:74Outperform
Price Target:
507.00p
▲(14.68% Upside)
Tesco plc's overall stock score reflects a stable financial performance with some challenges in revenue growth and cash flow. The technical analysis suggests a positive momentum, and the valuation is fair. The earnings call provided a positive outlook with raised profit guidance, and the significant share buyback program enhances shareholder value.
Positive Factors
Market Share Growth
Tesco's ability to grow market share, especially in the UK and Ireland, indicates strong competitive positioning and customer loyalty, which are crucial for long-term revenue stability and growth.
Strategic Investments
Strategic investments in customer value and service quality enhance Tesco's brand reputation and customer satisfaction, supporting sustainable growth and competitive advantage.
Share Buyback Program
The extensive share buyback program reflects strong financial management, reducing share count and potentially increasing earnings per share, which enhances shareholder value over time.
Negative Factors
Increased Net Debt
Rising net debt levels can strain financial flexibility and increase risk, potentially impacting Tesco's ability to invest in growth opportunities and manage economic downturns.
Operating Cost Pressures
Persistent operating cost pressures could erode profit margins, challenging Tesco's ability to maintain profitability and necessitating ongoing cost management strategies.
Negative Revenue Growth
Negative revenue growth and cash flow challenges indicate potential difficulties in sustaining business operations and funding strategic initiatives, impacting long-term financial health.

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 general merchandise in its retail stores, which include hypermarkets, supermarkets, and convenience stores. The company has several key revenue streams, including in-store sales, online grocery deliveries, and sales from its clothing and non-food items. Additionally, Tesco operates a loyalty program, Clubcard, which helps drive customer retention and increase sales. The company also earns income through its financial services division, offering products such as banking, insurance, and credit cards. Strategic partnerships with suppliers and brands enable Tesco to optimize its product offerings and pricing, while cost control measures, such as supply chain efficiency and operational improvements, contribute to its profitability.

Tesco plc Earnings Call Summary

Earnings Call Date:Oct 02, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Apr 16, 2026
Earnings Call Sentiment Positive
The earnings call highlighted strong sales growth, market share gains, and customer satisfaction improvements, driven by strategic investments in pricing, product innovation, and online capabilities. Despite these achievements, the company faced challenges with increased net debt and operating cost pressures. Overall, Tesco's strategic initiatives have positioned it well for future growth.
Q2-2026 Updates
Positive Updates
Strong Group Sales and Market Share Growth
Group sales grew by 5.1% with a 4.3% increase in like-for-like sales. The company achieved market share gains, maintaining its leadership position, especially in the UK and Ireland, where sales grew by 5.6%.
Record Net Promoter Score
Tesco's Net Promoter Score reached its highest level in 6 years, reflecting increased customer satisfaction and brand perception.
Successful Product Innovation
The launch of 470 new products, including a successful Finest range which grew over 16% year-on-year, contributed to strong sales performance.
Improved Online and Convenience Sales
Online sales grew by 11.4%, with 112 basis points of market share gain, and Tesco Whoosh saw a 60% growth. Convenience sales also increased by 1.4%.
Employee and Community Investments
Above-inflation pay increase of 5.2% for employees and significant investments in community initiatives, such as the Fruit & Veg for Schools program, which distributed over 10.8 million portions.
Updated Profit Guidance
Full-year group adjusted operating profit guidance increased to between GBP 2.9 billion and GBP 3.1 billion.
Negative Updates
Increased Net Debt
Net debt increased by GBP 430 million to GBP 9.88 billion, partly due to the buyback program and the return of proceeds from the banking operations sale.
Operating Cost Pressures
Operating cost inflation persisted, including increased national insurance contributions and a new EPR levy, which were partially offset by the Save to Invest program.
Challenges in Non-Food Sales in Ireland
Non-food sales in Ireland decreased by 1.8%, impacted by a 3.8 percentage point decline from transitioning to a commission model for toys.
Decline in Central Europe Operating Profit
Adjusted operating profit in Central Europe decreased by GBP 5 million due to competitive pressures and lower rental income.
Company Guidance
During the call, Tesco provided guidance for the fiscal year, highlighting strong sales growth of 5.1% and an adjusted operating profit increase of 1.6%. The company emphasized its strategic investments in value, quality, and service, which have resonated with customers, leading to satisfaction gains and continued market share growth, particularly in the U.K. where their share surpassed 28%. Net Promoter Score reached a six-year high, and the company reported GBP 1.3 billion in free cash flow, maintaining a net debt of GBP 9.88 billion. Tesco raised its full-year adjusted operating profit guidance to between GBP 2.9 billion and GBP 3.1 billion, citing better-than-expected customer responses to their investments, strong cost control, and favorable weather conditions. The company also highlighted progress in its Save to Invest program, aiming for GBP 500 million in savings to offset cost pressures, and noted ongoing investments in online expansion and sustainable initiatives.

Tesco plc Financial Statement Overview

Summary
Tesco plc's financial performance is stable but with some concerns. The income statement shows healthy operational margins, but revenue growth has been negative, and cash flow generation is challenging. The balance sheet indicates high leverage, which poses a risk, but strong return on equity suggests efficient capital use.
Income Statement
65
Positive
Tesco plc's income statement shows a mixed performance. The gross profit margin has been relatively stable, but the net profit margin has seen fluctuations, indicating some volatility in profitability. The revenue growth rate has been negative in the most recent year, which is a concern. However, EBIT and EBITDA margins remain healthy, suggesting operational efficiency.
Balance Sheet
70
Positive
The balance sheet reflects a moderate level of financial stability. The debt-to-equity ratio is relatively high, indicating significant leverage, which could pose risks if not managed properly. However, the return on equity is strong, showing effective use of shareholder funds. The equity ratio suggests a balanced capital structure.
Cash Flow
60
Neutral
Cash flow analysis reveals challenges, with a significant decline in free cash flow growth. The operating cash flow to net income ratio is low, indicating potential issues in converting income into cash. However, the free cash flow to net income ratio is reasonable, suggesting some ability to generate cash relative to earnings.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2021Dec 2021
Income Statement
Total Revenue71.18B69.92B68.19B65.76B57.89B61.34B
Gross Profit5.46B5.36B4.85B4.68B3.86B4.69B
EBITDA4.22B4.23B4.83B3.19B3.05B4.39B
Net Income1.52B1.63B1.19B737.00M690.00M1.48B
Balance Sheet
Total Assets39.51B38.89B47.04B46.13B45.51B49.35B
Cash, Cash Equivalents and Short-Term Investments4.57B4.63B4.67B4.45B3.70B4.65B
Total Debt14.97B14.67B14.84B15.08B15.67B15.36B
Total Liabilities28.71B27.23B35.37B33.90B33.45B33.71B
Stockholders Equity10.81B11.67B11.67B12.24B12.08B15.66B
Cash Flow
Free Cash Flow1.79B1.68B2.45B2.56B-737.00M2.61B
Operating Cash Flow3.15B2.92B3.84B3.81B640.00M3.79B
Investing Cash Flow-1.52B-441.00M-1.70B-790.00M6.13B-1.77B
Financing Cash Flow-3.07B-2.94B-1.86B-3.19B-7.84B-2.23B

Tesco plc Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price442.10
Price Trends
50DMA
450.52
Negative
100DMA
438.81
Positive
200DMA
403.70
Positive
Market Momentum
MACD
-2.84
Positive
RSI
45.29
Neutral
STOCH
34.12
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TSCO, the sentiment is Neutral. The current price of 442.1 is below the 20-day moving average (MA) of 447.13, below the 50-day MA of 450.52, and above the 200-day MA of 403.70, indicating a neutral trend. The MACD of -2.84 indicates Positive momentum. The RSI at 45.29 is Neutral, neither overbought nor oversold. The STOCH value of 34.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
£2.73B18.4715.07%2.02%6.96%28.47%
74
Outperform
£28.14B19.2613.65%3.22%1.05%-20.25%
70
Outperform
£7.20B20.876.63%4.03%0.82%160.81%
69
Neutral
£15.07B15.009.22%0.99%-3.06%-26.93%
64
Neutral
£1.39B37.485.88%2.46%0.59%-41.66%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
44
Neutral
£2.06B
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:TSCO
Tesco plc
442.10
89.32
25.32%
GB:OCDO
Ocado Group
248.50
-61.90
-19.94%
GB:ABF
Associated British Foods
2,124.00
136.57
6.87%
GB:CWK
Cranswick
5,110.00
345.76
7.26%
GB:SBRY
J Sainsbury plc
322.20
73.89
29.76%
GB:BAKK
Bakkavor Group plc
242.50
102.41
73.10%

Tesco plc Corporate Events

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Program
Positive
Dec 5, 2025

Tesco PLC has announced the purchase of 3,431,529 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled. This transaction, executed on December 4, 2025, is part of a broader strategy to enhance shareholder value, having already purchased 320,840,895 shares since April 2025. The remaining number of ordinary shares in issue is now 6,416,000,867, which stakeholders can use to assess their interests under the Disclosure and Transparency Rules.

Stock Buyback
Tesco PLC Advances Share Buyback Programme with Latest Purchase
Positive
Dec 4, 2025

Tesco PLC announced the purchase of 3,442,007 of its own ordinary shares on the London Stock Exchange as part of its £1.45 billion share buyback programme. This transaction is in line with the authority granted by shareholders and aims to enhance shareholder value by reducing the number of shares in circulation. The purchased shares will be cancelled, leaving 6,419,432,396 ordinary shares remaining in issue. Since the commencement of the buyback programme, Tesco has acquired a total of 317,409,366 shares, amounting to £1,298.3 million, indicating a strong commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Enhances Shareholder Value with Continued Share Buyback
Positive
Dec 3, 2025

Tesco PLC has announced the purchase of 3,187,820 ordinary shares as part of its ongoing £1.45 billion share buyback program. This transaction, executed on December 2, 2025, is part of a broader strategy to enhance shareholder value, reducing the total number of shares in issue to 6,422,874,403. The buyback program, which commenced in April 2025, has seen the company purchase a total of 313,967,359 shares for cancellation, amounting to £1,282.8 million. This move is expected to positively impact the company’s stock value and provide a clearer picture of shareholder interests under the Disclosure and Transparency Rules.

Stock Buyback
Tesco Advances Share Buyback Program with Latest Purchase
Neutral
Dec 2, 2025

Tesco PLC has announced the purchase and cancellation of 3,881,251 ordinary shares as part of its £1.45 billion share buyback program. This transaction, conducted on December 1, 2025, reflects the company’s ongoing efforts to manage its capital structure and return value to shareholders, with a total of 310,779,539 shares purchased since April 2025. The remaining number of ordinary shares in issue is now 6,426,062,223, which stakeholders can use for interest calculations under the Disclosure and Transparency Rules.

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

Tesco PLC announced its total voting rights and capital as of November 30, 2025, stating that its share capital consists of 6,429,943,474 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 Advances Share Buyback Program with Latest Purchase
Positive
Dec 1, 2025

Tesco PLC announced the purchase of 3,990,534 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 circulation. This move is part of a broader strategy to enhance shareholder value, having already acquired over 306 million shares since April 2025, reflecting Tesco’s commitment to returning capital to shareholders and potentially improving its stock market performance.

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

Tesco PLC announced the purchase of 4,169,998 of its own ordinary shares as part of its £1.45 billion share buyback program. This transaction, executed on November 27, 2025, is part of a broader strategy to enhance shareholder value, with the shares being cancelled to reduce the total number of shares in circulation, thereby potentially increasing the value of remaining shares.

Stock Buyback
Tesco Advances £1.45 Billion Share Buyback Program
Positive
Nov 27, 2025

Tesco PLC announced the purchase of 4,242,764 ordinary shares as part of its £1.45 billion share buyback program, with the shares to be cancelled. This transaction reduces the total number of shares in issue to 6,438,104,006, impacting shareholder calculations under the Disclosure and Transparency Rules. Since the program’s commencement, Tesco has bought back 298,737,756 shares, amounting to £1,213.5 million, indicating a significant commitment to returning value to shareholders.

Dividends
Tesco Director Increases Shareholding Through DRIP
Positive
Nov 26, 2025

Tesco PLC announced that Stewart Gilliland, a director and Person Discharging Managerial Responsibility (PDMR), has acquired additional shares in the company through its Dividend Reinvestment Plan (DRIP). This acquisition, which took place on November 21, 2025, involved 353 shares at a price of £4.5301 each, highlighting ongoing confidence in the company’s performance and potential positive implications for shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with New Purchase
Positive
Nov 26, 2025

Tesco PLC announced the purchase of 4,871,697 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 circulation. This move is part of Tesco’s ongoing strategy to enhance shareholder value, having already purchased 294,494,992 shares since April 2025, totaling £1,194.3 million.

DividendsBusiness Operations and Strategy
Tesco PLC Enhances Leadership Shareholding Through Incentive Plans
Positive
Nov 25, 2025

Tesco PLC announced the acquisition of shares by its managerial staff under the Share Incentive Plan and Dividend Reinvestment Plan. This move reflects the company’s ongoing efforts to align the interests of its leadership with those of its shareholders, potentially impacting its market positioning and stakeholder relations positively.

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

Tesco PLC has announced the purchase of 4,502,983 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 circulation. This move, executed with Citigroup Global Markets Limited as the broker, reflects Tesco’s strategy to enhance shareholder value and optimize its capital structure, impacting its market positioning and shareholder interests.

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

Tesco PLC has announced the purchase of 4,641,816 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 a broader strategy to enhance shareholder value, and since April 2025, Tesco has repurchased a total of 285,120,312 shares, amounting to £1,152.4 million, indicating a significant commitment to returning capital to shareholders.

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

Tesco PLC has announced the repurchase of 4,660,891 ordinary shares as part of its ongoing 1.45 billion share buyback program. This transaction, conducted on the London Stock Exchange, reflects Tesco’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 PLC Advances Share Buyback Program with Latest Purchase
Positive
Nov 20, 2025

Tesco PLC announced the purchase of 2,351,571 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 circulation. This move is part of a broader strategy to enhance shareholder value, having already repurchased 275,817,605 shares since April 2025, indicating a significant commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Continues £1.45 Billion Share Buyback Program
Positive
Nov 19, 2025

Tesco PLC has announced the continuation of its £1.45 billion share buyback program, entering into an arrangement with Citigroup Global Markets Limited to repurchase ordinary shares on the London Stock Exchange and Cboe Europe Limited. The third tranche of this program will involve repurchasing shares worth up to £350 million, with the aim of reducing the company’s share capital. This move is part of Tesco’s ongoing strategy to enhance shareholder value and optimize its capital structure.

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

Tesco PLC announced the purchase of 1,919,915 ordinary shares as part of its £1.45 billion share buyback program, with shares purchased at an average price of 465.39 pence. This move is part of a broader strategy to enhance shareholder value, as the company has bought back a total of 273,466,034 shares since April 2025, totaling £1,100.1 million. The cancellation of these shares will reduce the total number of ordinary shares in issue, potentially impacting shareholder calculations under the Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Nov 5, 2025

Tesco PLC announced the purchase of 886,706 ordinary shares as part of its £1.45 billion share buyback program, with shares being cancelled to reduce the total number of shares in circulation. This strategic move, conducted through Goldman Sachs International, is part of a broader effort to enhance shareholder value and optimize the company’s capital structure, reflecting Tesco’s ongoing commitment to returning capital to shareholders.

Business Operations and StrategyFinancial Disclosures
Tesco Executive Sells Shares Following Performance Plan Release
Neutral
Nov 4, 2025

Tesco PLC announced the release of shares under its Performance Share Plan 2011, with Ashwin Prasad, a member of the Executive Committee, receiving 271,709 ordinary shares. Subsequently, Prasad sold a portion of these shares at varying prices on the London Stock Exchange. This transaction reflects the company’s ongoing commitment to its long-term incentive plans and could influence stakeholder perceptions of executive confidence in Tesco’s market performance.

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

Tesco PLC has announced the purchase of 1.4 million of its own ordinary shares as part of its ongoing £1.45 billion share buyback program, with the shares to be cancelled. This move is part of a broader strategy to enhance shareholder value, having already acquired over 270 million shares since April 2025, and reflects the company’s commitment to optimizing its capital structure and returning capital to shareholders.

Regulatory Filings and Compliance
Tesco PLC Announces Total Voting Rights and Capital Structure
Neutral
Nov 3, 2025

Tesco PLC announced its total voting rights and capital structure as of October 31, 2025, with a share capital consisting of 6,467,582,349 ordinary shares, each carrying one vote. This information is crucial for shareholders and others with notification obligations to determine their interests in the company under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Nov 3, 2025

Tesco PLC has announced the purchase of 1.4 million 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 circulation. This move is part of a larger effort since April 2025, where Tesco has repurchased over 269 million shares, reflecting a strategic initiative to enhance shareholder value and optimize its capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco Enhances Shareholder Value with Continued Share Buyback
Positive
Oct 31, 2025

Tesco PLC has announced the purchase of 1,399,860 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled. This transaction, conducted on 30 October 2025, is part of a broader strategy to enhance shareholder value, with the company having repurchased 267,859,413 shares since April 2025, totaling £1,074.3 million.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Latest Purchase
Positive
Oct 30, 2025

Tesco PLC has executed a share buyback transaction, purchasing 1.6 million ordinary shares at an average price of 457.14 pence per share as part of its £1.45 billion share buyback program. This move, which follows previous announcements, aims to enhance shareholder value by reducing the number of shares in circulation, thereby potentially increasing earnings per share and improving market perception.

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

Tesco PLC announced the purchase of 1,628,516 ordinary shares as part of its £1.45 billion share buyback program, with the shares being canceled following the transaction. This move is part of a broader strategy to enhance shareholder value, having already acquired 264,859,553 shares since April 2025, and reflects Tesco’s commitment to optimizing its capital structure and returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Initiative
Positive
Oct 28, 2025

Tesco PLC has announced the purchase of 1,295,658 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 circulation. This move is part of a broader strategy to enhance shareholder value, having already acquired 263,231,037 shares since April 2025, and reflects Tesco’s commitment to returning capital to shareholders while potentially improving earnings per share.

Business Operations and Strategy
Tesco Executives Acquire Shares Under Incentive Plan
Positive
Oct 27, 2025

Tesco PLC has announced the purchase of shares under its Share Incentive Plan, with several key executives acquiring ordinary shares through the Partnership Share Scheme. This move is part of the company’s ongoing efforts to align the interests of its management with those of its shareholders, potentially impacting the company’s strategic direction and stakeholder relations positively.

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

Tesco PLC announced the purchase of 2 million 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 a broader strategy to enhance shareholder value and reflects the company’s strong financial position, as it has already repurchased 261,935,379 shares since April 2025, totaling £1,047.2 million.

Stock Buyback
Tesco PLC Advances £1.45 Billion Share Buyback Program
Positive
Oct 24, 2025

Tesco PLC has executed a share buyback transaction, purchasing 4,139,850 ordinary shares at an average price of 444.27 pence per share as part of its £1.45 billion share buyback program. This move, following previous announcements in April and July 2025, reflects Tesco’s ongoing efforts to enhance shareholder value by reducing the number of shares in circulation. The cancellation of these shares will adjust the total number of shares in issue to 6,476,906,383, potentially impacting shareholder calculations under the Disclosure Guidance and Transparency Rules.

Stock Buyback
Tesco Advances Share Buyback Program with New Purchase
Positive
Oct 23, 2025

Tesco PLC announced the purchase of 2.5 million of its own shares as part of a £1.45 billion share buyback program, with the shares to be cancelled. This transaction, executed through Goldman Sachs International, reflects Tesco’s ongoing efforts to enhance shareholder value and manage its capital structure effectively, reducing the total number of shares in circulation and potentially increasing earnings per share.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with Latest Purchase
Neutral
Oct 22, 2025

Tesco PLC announced the purchase and cancellation of 1,822,720 ordinary shares as part of its £1.45 billion share buyback program, with the transaction executed on 21 October 2025. This move is part of a broader strategy initiated in April 2025, where the company has already acquired 253,295,529 shares for cancellation, amounting to £1,008.6 million. The reduction in the number of shares is expected to impact shareholder calculations under the Disclosure Guidance and Transparency Rules, potentially affecting stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program with New Purchase
Positive
Oct 22, 2025

Tesco PLC announced the purchase of 1,822,720 ordinary shares as part of its ongoing £1.45 billion share buyback program, following previous announcements in April and July 2025. The shares, purchased at an average price of 443.82 pence, will be cancelled, reducing the total number of ordinary shares in issue to 6,483,546,233. This move is part of Tesco’s strategy to enhance shareholder value, having already bought back shares worth £1,008.6 million since April 2025.

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

Tesco PLC announced the purchase of 2,000,000 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 strategy to enhance shareholder value, having already purchased over 251 million shares since April 2025, and reflects the company’s commitment to returning capital to shareholders.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Program
Positive
Oct 20, 2025

Tesco PLC announced the purchase of 4,184,123 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled following the transaction. This move is part of a broader strategy to enhance shareholder value, having already purchased a total of 249,472,809 shares since April 2025, amounting to £991.7 million. The reduction in shares is expected to impact the company’s share capital structure and potentially influence shareholder interests under the Disclosure Guidance and Transparency Rules.

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

Tesco PLC announced the purchase of 4,085,062 of its own ordinary shares on 16 October 2025 as part of its ongoing £1.45 billion share buyback program. This transaction, executed through Goldman Sachs International, 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 the program’s commencement in April 2025, Tesco has bought back a total of 245,288,686 shares, amounting to £973.1 million, reflecting its commitment to returning capital to shareholders and potentially improving earnings per share.

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

Tesco PLC announced the purchase of 2.2 million ordinary shares as part of its ongoing £1.45 billion share buyback program, with 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 241 million shares since April 2025, indicating a strong commitment to returning capital to shareholders and potentially improving earnings per share.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances £1.45 Billion Share Buyback Program
Positive
Oct 15, 2025

Tesco PLC has executed a share buyback transaction, purchasing 2,354,000 ordinary shares at an average price of 449.04 pence per share, as part of its £1.45 billion buyback program. This move is part of a larger strategy initiated earlier in 2025, aimed at reducing the number of shares in circulation, which now stands at approximately 6.5 billion. The cancellation of these shares is expected to enhance shareholder value and optimize the company’s capital structure.

Stock Buyback
Tesco PLC Advances Share Buyback Program with Recent Share Purchase
Positive
Oct 14, 2025

Tesco PLC has announced the purchase and cancellation of 2,146,026 ordinary shares as part of its £1.45 billion share buyback program, with the transaction executed on 13 October 2025. This move reduces the total number of shares in issue to 6,500,192,138, reflecting the company’s ongoing efforts to enhance shareholder value and manage its capital structure effectively.

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

Tesco PLC announced the purchase and cancellation of 1,499,971 ordinary shares as part of its £1.45 billion share buyback program. This transaction, conducted on the London Stock Exchange, reflects the company’s ongoing efforts to enhance shareholder value and manage its capital structure effectively. Following this purchase, the total number of shares in issue is 6,502,338,164, which stakeholders can use for notification obligations under regulatory rules.

Private Placements and FinancingBusiness Operations and Strategy
Tesco PLC Publishes Final Terms for €500 Million Note Issuance
Neutral
Oct 10, 2025

Tesco PLC has announced the publication of final terms for the issuance of €500,000,000 in notes due in 2033, under its £15,000,000,000 Euro Medium Term Note programme. This financial move, guaranteed by Tesco PLC, is part of its strategic efforts to manage its corporate treasury services, potentially impacting its financial stability and market positioning.

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

Tesco PLC announced the purchase of 1,590,242 ordinary shares as part of its £1.45 billion share buyback program, with shares to be cancelled, reducing the total number of shares in issue. This move is part of a broader strategy to enhance shareholder value, having already purchased 233,003,627 shares since April 2025, totaling £918.3 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Recent Purchase
Positive
Oct 9, 2025

Tesco PLC has announced the purchase of 925,000 of its own ordinary shares as part of its ongoing £1.45 billion share buyback program. These shares, bought at an average price of 449.25 pence, will be cancelled, reducing the total number of shares in issue to 6,505,428,377. This move is part of Tesco’s strategy to enhance shareholder value and optimize its capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Oct 8, 2025

Tesco PLC announced the purchase of 907,000 ordinary shares as part of its ongoing £1.45 billion share buyback program. The shares, bought at an average price of 443.11 pence, will be cancelled, reducing the total number of shares in issue to 6,506,353,377. This move is part of Tesco’s strategy to return value to shareholders and optimize its capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Oct 8, 2025

Tesco PLC announced the purchase of 907,000 ordinary shares as part of its £1.45 billion share buyback program, with shares to be cancelled. This move is part of a broader strategy to return value to shareholders, having already purchased a total of 230,488,385 shares since April 2025, reflecting Tesco’s strong financial position and commitment to enhancing shareholder value.

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

Tesco PLC announced the purchase of 900,000 ordinary shares as part of its £1.45 billion share buyback program, with shares bought at an average price of 451.05 pence. This move is part of a larger strategy, having already acquired 229,581,385 shares since April 2025, totaling £903.1 million. The cancellation of these shares will reduce the total number of shares in issue, potentially impacting shareholder value and market perception.

Regulatory Filings and Compliance
Tesco Executives Sell Significant Shares
Neutral
Oct 6, 2025

Tesco PLC announced that two of its senior executives, Kay Majid and Natasha Adams, have sold a significant number of ordinary shares in the company. The transactions, conducted on October 3, 2025, on the London Stock Exchange, involved the sale of 78,043 shares by Kay Majid and a total of 55,059 shares by Natasha Adams, at prices ranging from £4.458 to £4.536185 per share. This announcement, made in compliance with the Market Abuse Regulation, may have implications for investor perceptions and the company’s stock market performance.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Shareholder Value with Strategic Buyback
Positive
Oct 6, 2025

Tesco PLC has executed a significant transaction involving the repurchase of 948,669 ordinary shares as part of its £1.45 billion share buyback program. This move, facilitated by Goldman Sachs International, 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 stabilizing share prices.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with Latest Purchase
Positive
Oct 3, 2025

Tesco PLC has announced the purchase of 913,000 ordinary shares as part of its ongoing £1.45 billion share buyback program, with the shares being cancelled following the transaction. This move is part of a larger strategy that has seen the company repurchase 227,732,716 shares since April 2025, reflecting Tesco’s commitment to returning value to shareholders and optimizing its capital structure.

Private Placements and FinancingBusiness Operations and Strategy
Tesco PLC Publishes Supplement to £15 Billion Euro Note Programme
Positive
Oct 2, 2025

Tesco PLC has announced the publication of the first supplement to its Offering Circular for its £15 billion Euro Note Programme, which has been approved by the Financial Conduct Authority. This move is part of Tesco’s strategic financial management, ensuring robust support for its treasury operations and potentially enhancing its market position by securing additional liquidity.

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

Tesco PLC has announced the purchase of 916,000 ordinary shares as part of its ongoing £1.45 billion share buyback program. The shares, bought at an average price of 437.06 pence, will be cancelled, reducing the total number of shares in circulation to 6,510,022,046. This move is part of a broader strategy to enhance shareholder value, having already purchased 226,819,716 shares since April 2025, amounting to £890.6 million. The share buyback is expected to positively impact the company’s stock value and provide a clearer picture of shareholder interests.

Stock BuybackBusiness Operations and StrategyFinancial Disclosures
Tesco Reports Strong Interim Results Amid Strategic Investments
Positive
Oct 2, 2025

Tesco PLC has reported strong interim results for 2025/26, driven by strategic investments in value, quality, and service, resulting in significant market share gains, particularly in the UK. The company’s focus on enhancing customer satisfaction, expanding its online presence, and leveraging technology for personalized engagement has contributed to increased sales and improved financial performance. Despite competitive pressures and cost inflation, Tesco remains committed to delivering value to customers and stakeholders, supported by initiatives like its share buyback program and investments in distribution and AI capabilities.

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

Tesco PLC has announced its total voting rights and capital as of September 30, 2025, with a share capital consisting of 6,510,938,046 ordinary shares, each carrying one vote. This information is crucial for shareholders and others with notification obligations to determine their interests in the company, in accordance with the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Program
Positive
Oct 1, 2025

Tesco PLC announced the purchase of 905,000 ordinary shares as part of its £1.45 billion share buyback program, with shares being cancelled to reduce the total number in circulation. This move is part of a broader strategy to return value to shareholders, having already repurchased 225,903,716 shares since April 2025, totaling £886.6 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Program
Positive
Sep 30, 2025

Tesco PLC has announced the purchase of 905,000 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled following the transaction. This move, executed through Goldman Sachs International, is part of Tesco’s broader strategy to enhance shareholder value, having already purchased 224,998,716 shares for £882.6 million since April 2025. The cancellation of these shares reduces the total number of shares in issue, impacting shareholder calculations under the Disclosure Guidance and Transparency Rules.

Business Operations and Strategy
Tesco PLC Executives Acquire Shares Under Incentive Plan
Positive
Sep 29, 2025

Tesco PLC announced the purchase of ordinary shares by the Trustees under the Share Incentive Plan’s Partnership Share Scheme for several key executives. This move, conducted on the London Stock Exchange, highlights the company’s commitment to aligning managerial interests with shareholder value, potentially strengthening its market position and stakeholder confidence.

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

Tesco PLC has announced the purchase of 912,444 of its own ordinary shares as part of a £1.45 billion 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 initiated in April 2025, which has seen the company buy back a total of 224,093,716 shares, amounting to £878.6 million, aimed at enhancing shareholder value and optimizing capital structure.

Stock BuybackBusiness Operations and Strategy
Tesco Enhances Shareholder Value with Continued Share Buyback
Positive
Sep 26, 2025

Tesco PLC announced the purchase of 941,238 ordinary shares as part of its £1.45 billion share buyback program, with shares being cancelled to reduce the total number in circulation. This move is part of a broader strategy to enhance shareholder value, having already purchased 223,181,272 shares for £874.6 million since April 2025, reflecting Tesco’s commitment to returning capital to shareholders and potentially impacting its stock market performance.

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

Tesco PLC announced the purchase of 920,000 ordinary shares as part of its ongoing £1.45 billion share buyback program, with the shares being cancelled. This transaction, conducted on 24 September 2025, is part of a broader strategy to enhance shareholder value, having already purchased 222,240,034 shares for £870.5 million since April 2025. The move is expected to impact the company’s share capital structure and may influence shareholder calculations under the Disclosure Guidance and Transparency Rules.

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

Tesco PLC announced the purchase of 923,000 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 strategy to enhance shareholder value, having already purchased over 221 million shares since April 2025, totaling £866.5 million.

Stock BuybackBusiness Operations and Strategy
Tesco Advances £1.45 Billion Share Buyback Program with Latest Purchase
Positive
Sep 23, 2025

Tesco PLC announced the purchase and cancellation of 918,645 ordinary shares as part of its ongoing £1.45 billion share buyback program. This transaction, executed on 22 September 2025, reflects the company’s strategy to enhance shareholder value and optimize its capital structure. The buyback program, which began in April 2025, has seen Tesco cancel a total of 220,397,034 shares, amounting to £862.5 million. This move is expected to impact the company’s share capital and may influence shareholder interest calculations under regulatory guidelines.

Stock Buyback
Tesco PLC Advances £1.45 Billion Share Buyback Program
Neutral
Sep 22, 2025

Tesco PLC has executed a share buyback transaction, purchasing 918,976 ordinary shares at an average price of 435.33 pence per share, as part of its £1.45 billion share buyback program. This move, which follows prior announcements and shareholder approval, reduces the total number of shares in issue to 6,517,363,373, potentially impacting shareholder calculations under regulatory rules.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Continues Share Buyback Program
Neutral
Sep 19, 2025

Tesco PLC announced the purchase of 924,390 of its own ordinary shares as part of its £1.45 billion share buyback program, following shareholder approval at the 2025 Annual General Meeting. This transaction, executed through Goldman Sachs International, is part of a broader strategy that has seen the company buy back a total of 218,559,413 shares since April 2025, amounting to £854.5 million. The repurchased shares will be cancelled, reducing the total number of shares in circulation, which may impact shareholder calculations under the Disclosure Guidance and Transparency Rules.

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

Tesco PLC announced the purchase of 909,409 ordinary shares as part of its £1.45 billion share buyback program, following shareholder approval at the 2025 Annual General Meeting. This transaction, executed on the London Stock Exchange, is part of Tesco’s broader strategy to enhance shareholder value, with the purchased shares being cancelled to reduce the total number of shares in circulation.

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

Tesco PLC announced the purchase of 915,950 ordinary shares on 16 September 2025, as part of its £1.45 billion share buyback program. The shares, bought at an average price of 438.16 pence, will be cancelled, reducing the total number of shares in issue to 6,520,116,148. This move is part of Tesco’s ongoing strategy to return value to shareholders, having already purchased 216,725,614 shares for £846.5 million since April 2025.

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

Tesco PLC announced the purchase of 908,510 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled to reduce the overall number of shares in circulation. This move is part of a broader strategy to enhance shareholder value, having already acquired 215,809,664 shares since April 2025, totaling £842.5 million. The reduction in share count could potentially improve earnings per share and reflects Tesco’s confidence in its financial stability and future growth prospects.

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

Tesco PLC announced the purchase and cancellation of 917,457 ordinary shares as part of its £1.45 billion share buyback program, with the transaction executed on 12 September 2025. This strategic move, facilitated by Goldman Sachs International, aims to enhance shareholder value and reflects Tesco’s ongoing commitment to optimizing its capital structure, with a total of 214,901,154 shares purchased since the program’s commencement.

Stock BuybackBusiness Operations and Strategy
Tesco PLC Advances Share Buyback Program
Positive
Sep 11, 2025

Tesco PLC has announced the purchase of 914,924 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 Tesco’s ongoing strategy to enhance shareholder value, having already purchased a total of 213,067,697 shares since April 2025, amounting to £830.5 million.

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

Tesco PLC has announced the purchase of 909,419 ordinary shares as part of its £1.45 billion share buyback program, with the shares being cancelled. This move, following previous purchases since April 2025, reflects the company’s strategy to enhance shareholder value and adjust its capital structure, potentially impacting its market positioning and shareholder interests.

Stock BuybackBusiness Operations and Strategy
Tesco Advances Share Buyback Program with New Purchase
Positive
Sep 9, 2025

Tesco PLC announced the purchase of 913,333 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 to enhance shareholder value, having already repurchased 211,243,354 shares since April 2025, totaling £822.4 million. The transaction affects the total number of shares in issue, which now stands at 6,525,598,408, and is significant for stakeholders monitoring share interest changes under regulatory guidelines.

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

Tesco PLC has announced the purchase and cancellation of 960,000 ordinary shares as part of its £1.45 billion share buyback program, with shares bought at an average price of 440.15 pence. This transaction reduces the total number of shares in issue to 6,526,511,741, allowing shareholders to adjust their holdings under the Disclosure Guidance and Transparency Rules, reflecting Tesco’s ongoing commitment to returning value 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: Dec 07, 2025