tiprankstipranks
Trending News
More News >
Unite Group plc (GB:UTG)
LSE:UTG

Unite Group plc (UTG) AI Stock Analysis

Compare
86 Followers

Top Page

GB:UTG

Unite Group plc

(LSE:UTG)

Select Model
Select Model
Select Model
Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
647.00p
▲(13.01% Upside)
Unite Group plc's overall stock score is driven by strong financial performance and positive corporate events, indicating confidence in its strategic direction. However, technical analysis suggests a bearish trend, which tempers the overall score. The attractive valuation with a low P/E ratio and high dividend yield provides a solid investment case, despite the current market momentum challenges.
Positive Factors
High operating margins
Sustained high gross and EBIT margins indicate structural operating efficiency and pricing power in purpose-built student housing. Margins support resilience to cost inflation, enabling reinvestment in assets and amenities and underpinning long-term cash generation from recurring rents.
Low financial leverage
A low debt-to-equity ratio and high equity base provide durable financial flexibility for development and cyclical shocks. This capital structure reduces refinancing risk, supports investment in growth projects, and, combined with mid-single-digit ROE, reflects prudent capital deployment and balance-sheet strength.
Improving operating cash flow
Material uplift in operating cash flow demonstrates stronger cash generation from rental operations and better working capital management. Robust operating cash flow is a durable source to fund maintenance, development and dividends, reducing reliance on external financing over the medium term.
Negative Factors
Negative free cash flow
Persistent negative free cash flow indicates investing outlays, likely development capex, exceed operational cash, which can strain liquidity if sustained. Over months, continued negative FCF may force asset sales or external funding, raising execution and financing risk for growth projects.
Concentration in UK student housing
Heavy exposure to UK student accommodation concentrates revenue on enrollment, international student flows and university partnerships. Such concentration heightens vulnerability to demographic, policy or university-level shifts, limiting diversification and increasing structural cyclicality over the medium term.
Potential earnings quality volatility
An unusually large net margin relative to revenue often signals non-operational items (revaluations or one-offs) impacting reported profits. This can make earnings less predictable and weaken the linkage between accounting profit and recurring cash flows, complicating long-term forecasting and valuation.

Unite Group plc (UTG) vs. iShares MSCI United Kingdom ETF (EWC)

Unite Group plc Business Overview & Revenue Model

Company DescriptionUnite Students is the UK's largest owner, manager and developer of purpose-built student accommodation serving the country's world-leading Higher Education sector. Following our successful £1.4bn acquisition of Liberty Living's UK assets in November 2019, we now provide homes to 76,000 students across 177 properties in 27 leading university towns and cities. Our people are driven by a common purpose: to provide a 'Home for Success' for the students who live with us and to be the most trusted brand in the sector. We do this through quality service, quality people and quality properties, all designed on the basis of an excellent insight into students' needs and preferences. Unite's accommodation is high quality, affordable, safe and secure, and located where students want to live. Students live predominantly in en-suite study bedrooms with rents covering all bills, insurance, 24-hour security and high-speed Wi-Fi. MyUnite, our mobile app, provides practical support such as instant messaging and maintenance requests. We hold a five-star British Safety Council audit rating (out of five) following an Occupational Health and Safety audit. The audit measured our performance against a number of key safety management indicators, providing an international benchmark for safety management systems and indicating best practice for continual improvement. Our commitment to customer service is powered by an innovative, in-house operating platform. It provides a wide range of benefits to our students, such as an optimised online booking process, as well as providing us with a unique ability to drive value from our portfolio through scale efficiencies and revenue management. Our other strategic priority is delivering growing and sustainable earnings, underpinned by a strong capital structure. A key part of this strategy is growing the number of beds let through partnerships with the strongest UK universities which are experiencing record levels of student demand. We currently partner with 60 universities across the UK, guaranteeing that 52% of our rooms are let under 'nomination agreements' providing high visibility of forward occupancy and rental growth. Unite Students has spent years helping young people thrive in new situations and help them manage the big 'Leap' to university life. Our insight has identified a significant gap between student expectations and reality. To support this leap, we have developed the Leapskills programme, helping to prepare prospective students for independent living. The programme introduces students to a number of student life scenarios to provoke group discussion on conflict resolution, problem solving and gives a general insight into shared living to help closer match expectations to reality. Unite is the founder of and major donor to the Unite Foundation, a charitable trust established to support talented students facing challenging financial circumstances through the provision of free accommodation scholarships. The Foundation has so far provided scholarships for 434 young people working in close collaboration with 27 partner universities. Unite is invested in and operates two specialist funds and joint ventures with institutional investment partners: the £3 billion Unite UK Student Accommodation Fund (USAF), and the £1 billion London Student Accommodation Vehicle (LSAV). Founded in 1991 in Bristol, Unite Group is an award-winning Real Estate Investment Trust (REIT), listed on the London Stock Exchange and a member of the FTSE 250 Index.
How the Company Makes MoneyUnite Group generates revenue primarily through rental income from its extensive portfolio of student accommodation properties. The company leases these properties to students on a yearly basis, often charging premium rates for modern facilities and locations near major universities. In addition to rental income, Unite Group benefits from ancillary services such as utilities management and additional services offered to residents. The company has established partnerships with various universities, which helps secure occupancy rates and provides a stable revenue stream. The consistent demand for student housing, driven by rising enrollment in higher education and limited housing supply, further contributes to Unite Group's earnings potential.

Unite Group plc Financial Statement Overview

Summary
Unite Group plc demonstrates strong financial health with solid revenue growth and profitability. The company maintains a healthy balance sheet with low leverage and a high equity ratio. Despite robust operating cash flow, the negative free cash flow warrants attention, though it may be attributed to strategic capital investments aimed at future growth.
Income Statement
85
Very Positive
The company exhibits strong revenue growth with total revenue increasing from £276.1M in 2023 to £299.3M in 2024, reflecting a growth rate of 8.39%. The gross profit margin stands at an impressive 71.12%, and the net profit margin is exceptionally high at 147.62%, driven by significant net income relative to revenue. EBIT and EBITDA margins are robust at 56.18% and 161.06% respectively, showcasing efficient operational management.
Balance Sheet
78
Positive
The balance sheet is solid with a debt-to-equity ratio of 0.28, indicating manageable leverage. The return on equity (ROE) is an outstanding 9.18%, suggesting effective use of shareholder funds. The equity ratio is healthy at 74.95%, indicating a strong equity base relative to total assets.
Cash Flow
72
Positive
Operating cash flow increased from £153.2M in 2023 to £216.4M in 2024, reflecting a significant enhancement in cash-generating capability. However, free cash flow is negative at £-59.1M, indicating cash outflows from investing activities exceed cash inflows from operations, which may pose liquidity challenges if sustained.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue322.10M299.30M276.10M259.30M266.90M215.60M
Gross Profit95.90M212.90M199.30M181.20M194.70M153.00M
EBITDA169.20M482.00M146.80M401.40M182.10M128.50M
Net Income346.30M441.90M102.50M350.50M342.40M-121.00M
Balance Sheet
Total Assets6.43B6.42B5.47B5.40B5.05B5.23B
Cash, Cash Equivalents and Short-Term Investments83.30M273.20M37.50M38.00M109.40M338.30M
Total Debt1.35B1.35B1.17B1.36B1.26B1.79B
Total Liabilities1.55B1.61B1.38B1.58B1.50B1.97B
Stockholders Equity4.88B4.81B4.07B3.79B3.53B3.23B
Cash Flow
Free Cash Flow128.30M-59.10M15.20M145.60M156.90M26.00M
Operating Cash Flow131.70M216.40M153.20M155.30M160.50M29.40M
Investing Cash Flow-550.10M-428.00M-109.40M-236.70M207.80M-159.40M
Financing Cash Flow-86.30M448.40M-44.30M10.00M-597.20M381.40M

Unite Group plc Technical Analysis

Technical Analysis Sentiment
Negative
Last Price572.50
Price Trends
50DMA
549.00
Positive
100DMA
589.10
Negative
200DMA
688.19
Negative
Market Momentum
MACD
4.70
Positive
RSI
50.68
Neutral
STOCH
51.17
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:UTG, the sentiment is Negative. The current price of 572.5 is above the 20-day moving average (MA) of 570.57, above the 50-day MA of 549.00, and below the 200-day MA of 688.19, indicating a neutral trend. The MACD of 4.70 indicates Positive momentum. The RSI at 50.68 is Neutral, neither overbought nor oversold. The STOCH value of 51.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:UTG.

Unite Group plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
£4.67B13.537.22%6.67%43.70%40.28%
75
Outperform
£4.15B9.186.14%5.85%-20.83%
73
Outperform
£4.83B19.513.85%6.34%10.69%135.58%
72
Outperform
£3.08B8.087.57%5.71%12.77%14.86%
72
Outperform
£389.45M7.4911.71%7.17%1.60%211.81%
71
Outperform
£171.37M13.337.37%7.43%-10.95%-30.09%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:UTG
Unite Group plc
566.00
-250.10
-30.65%
GB:AEWU
AEW UK REIT
108.00
12.97
13.65%
GB:BLND
British Land Company plc
414.80
64.15
18.29%
GB:CREI
Custodian REIT
84.80
15.81
22.93%
GB:LAND
Land Securities Group plc REIT
650.50
110.31
20.42%
GB:LMP
LondonMetric Property
199.90
26.84
15.51%

Unite Group plc Corporate Events

Business Operations and StrategyM&A Transactions
Unite Group Completes Empiric Acquisition to Expand Student Housing Platform
Positive
Jan 28, 2026

Unite Group has completed its acquisition of Empiric Student Property, bringing a high-quality 7,700-bed portfolio and the Hello Student brand into the group, significantly expanding Unite’s presence in the returning-student segment and broadening its addressable market beyond the roughly 35,000 first-year students it already houses. While Empiric’s 89% occupancy for the 2025/26 academic year is slightly below the conservative assumptions Unite used in valuing the deal and will weigh on income in the first half of 2026, Unite sees scope to lift occupancy over the next two years by leveraging its operational platform and university relationships, and remains confident of delivering at least £13.7 million in annual cost synergies, citing its successful integration of Liberty Living in 2019 as precedent.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £615.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels Further Shares as Buyback Programme Advances
Positive
Jan 28, 2026

Unite Group plc has continued to execute on its previously announced share buyback programme, repurchasing 190,000 ordinary shares on 27 January 2026 at prices between 556.5p and 567.0p per share, at a volume-weighted average price of 563.4092p. These shares will be cancelled, reducing the company’s total shares in issue to 488,068,162 and incrementally increasing the ownership percentage of remaining shareholders; since the start of the programme on 9 January 2026, Unite has acquired 1,975,409 shares for cancellation, underscoring an ongoing capital management strategy that could support earnings per share and signal confidence in the company’s valuation.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £615.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Continues Share Buyback, Cancels Additional 150,000 Shares
Positive
Jan 27, 2026

Unite Group plc has continued to execute its previously announced share buyback programme, repurchasing 150,000 ordinary shares on 26 January 2026 at prices between 570p and 575p per share, with a volume-weighted average price of 572.3495p. These shares will be cancelled, reducing the company’s total shares in issue to 488,258,162 and bringing total buybacks since 9 January 2026 to 1,785,409 shares, a move that modestly enhances earnings per share and signals ongoing capital management discipline to shareholders under UK market regulations.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Stock BuybackFinancial DisclosuresRegulatory Filings and Compliance
Unite Group Cancels Further Shares After Continuing Buyback Programme
Positive
Jan 26, 2026

Unite Group plc has repurchased 150,000 of its 25 pence ordinary shares on 23 January 2026 under its ongoing share buyback programme, at prices between 569.0p and 577.5p per share and a volume-weighted average price of 572.87p. The shares bought back will be cancelled, reducing the company’s share count to 488,408,162 ordinary shares in issue and potentially enhancing earnings per share for remaining investors; since the buyback’s launch on 9 January 2026, Unite has acquired a total of 1,635,409 shares for cancellation, signalling continued active capital management and providing updated reference data for shareholders’ disclosure obligations under FCA rules.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Stock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 23, 2026

Unite Group plc has continued to execute its previously announced share buyback programme, repurchasing 150,000 ordinary shares on 22 January 2026 at prices between 568.50p and 578.50p, with a volume-weighted average price of 575.1569p. The repurchased shares will be cancelled, reducing the company’s share capital to 488,558,162 ordinary shares in issue and, since the launch of the programme on 9 January 2026, Unite has now bought back a total of 1,485,409 shares for cancellation, marginally enhancing remaining shareholders’ proportional ownership and voting interests.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 22, 2026

Unite Group plc has continued to execute its previously announced share buyback programme, repurchasing 150,000 ordinary shares on 21 January 2026 at prices between 570p and 575p per share, with a volume-weighted average price of 572.77p. The shares bought back will be cancelled, reducing the total number of shares in issue to 488,708,162 and slightly increasing existing shareholders’ proportional ownership; since the programme began on 9 January 2026, Unite has acquired 1,335,409 shares for cancellation, signalling ongoing capital management and potentially improved capital efficiency for investors.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 21, 2026

Unite Group plc, the UK student accommodation specialist, has continued executing its previously announced share buyback programme, purchasing 160,000 ordinary shares on 20 January 2026 through Deutsche Bank at prices ranging between 569.00p and 579.50p per share, with a volume-weighted average price of 572.9473p. The company will cancel these shares, reducing the total number of ordinary shares in issue to 488,858,162 and bringing total repurchases since the programme’s launch on 9 January 2026 to 1,185,409 shares, a move that marginally enhances earnings per share and underscores management’s ongoing capital-return strategy for shareholders.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 20, 2026

Unite Group plc has continued executing its previously announced share buyback programme, repurchasing 150,000 ordinary shares on 19 January 2026 at prices between 578p and 584p per share, with a volume-weighted average price of about 580.43p. The repurchased shares will be cancelled, reducing the company’s total shares in issue to 489,018,162 and slightly increasing existing shareholders’ proportional ownership; since the start of the programme on 9 January, Unite has bought back a total of 1,025,409 shares, underlining its ongoing capital management and distribution strategy within the UK student accommodation sector.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels 150,000 Shares in Ongoing Buyback Programme
Positive
Jan 19, 2026

Unite Group plc has continued to execute its previously announced share buyback programme, purchasing 150,000 ordinary shares on 16 January 2026 at a volume-weighted average price of 582.76 pence per share through Deutsche Bank’s London branch. The repurchased shares will be cancelled, reducing the company’s total shares in issue to 489,168,162 and marginally enhancing earnings per share and equity value for remaining investors; since the programme’s launch on 9 January 2026, Unite has bought back 875,409 shares in aggregate, signalling ongoing capital returns to shareholders and active balance sheet management.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £647.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Stock Buyback
Unite Group Cancels 150,000 Shares Under Ongoing Buyback Programme
Positive
Jan 16, 2026

Unite Group plc has continued to execute its previously announced share buyback programme, repurchasing 150,000 ordinary shares on 15 January 2026 at prices between 569p and 580p per share via Deutsche Bank AG’s London branch. The shares bought back will be cancelled, reducing the company’s total shares in issue to 489,318,162 and bringing aggregate repurchases since the programme’s launch on 9 January 2026 to 725,409 shares, a move that marginally enhances earnings per share and may support the stock for existing shareholders.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 15, 2026

Unite Group plc has continued executing its recently announced share buyback programme, repurchasing 150,000 ordinary shares on 14 January 2026 at prices between 563.00p and 569.50p per share, with a volume-weighted average price of 566.3475p. These shares will be cancelled, reducing the total number of shares in issue to 489,468,162 and slightly increasing remaining shareholders’ proportional ownership; since the launch of the programme on 9 January, Unite has now bought back 575,409 shares in aggregate for cancellation, a capital management move that may signal confidence in the company’s valuation and support its share price in the market.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Stock Buyback
Unite Group Cancels Further Shares Under Ongoing Buyback Programme
Positive
Jan 14, 2026

Unite Group plc has continued its recently launched share buyback programme, repurchasing 150,000 ordinary shares on 13 January 2026 at a volume-weighted average price of 565.76p per share through Deutsche Bank AG’s London branch. The shares will be cancelled, reducing the company’s total shares in issue to 489,618,162, and bringing the aggregate number of shares repurchased since the programme began on 9 January to 425,409. The move signals ongoing capital return to shareholders and a marginal enhancement of earnings per share, while also prompting investors to review any disclosure obligations under UK transparency rules as Unite incrementally shrinks its free float.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Cancels 160,000 Shares Under Ongoing Buyback Programme
Positive
Jan 13, 2026

Unite Group plc has continued to execute its recently launched share buyback programme, purchasing 160,000 ordinary shares on 12 January 2026 at prices between 564.50p and 573.50p, with a volume-weighted average of 567.4865p per share. The shares, acquired via Deutsche Bank AG’s London branch, will be cancelled, reducing the total number of shares in issue to 489,768,162; since the programme began on 9 January, Unite has now bought back 275,409 shares in aggregate, a move that modestly enhances earnings per share and signals ongoing capital management discipline to investors.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Unite Group Cancels First Tranche of Shares Under New Buyback Programme
Positive
Jan 12, 2026

Unite Group plc has executed the first purchases under its recently announced share buyback programme, repurchasing 115,409 ordinary shares on 9 January 2026 at prices between 571p and 577p per share, with a volume-weighted average price of about 574.78p. The repurchased shares will be cancelled, reducing the company’s share capital to 489,928,162 shares in issue, a move that marginally enhances earnings per share and may signal management’s confidence in the company’s valuation, while also requiring some shareholders to review whether their holdings trigger updated disclosure obligations under UK transparency rules.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £700.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group Launches £100m Share Buyback to Return Surplus Capital
Positive
Jan 9, 2026

Unite Group plc has launched a share buyback programme of up to £100 million, returning surplus capital to investors in a move that underlines the board’s confidence in the company’s long-term prospects and balance sheet strength. Funded initially from capital released by deferred development activity and aligned with an ongoing target disposal programme of £300–400 million per year, the buyback will reduce the company’s issued share capital through the cancellation of repurchased shares and may support earnings per share and capital efficiency. The programme, to be executed in two stages by Deutsche Bank and J.P. Morgan under non-discretionary arrangements, begins on 9 January 2026 and will run until completion or 30 June 2026, with purchases conducted in the open market under existing shareholder authority and in compliance with UK regulatory requirements.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £9.06 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock BuybackFinancial DisclosuresM&A Transactions
Unite Group launches £100m buyback as it reshapes pipeline and holds 2025 guidance
Positive
Jan 9, 2026

Unite Group has reaffirmed its 2025 earnings guidance and reported steady trading, with 64% of rooms already reserved for the 2026/27 academic year and targets for 93–96% occupancy and 2–3% rental growth, despite a slower start to the lettings cycle as universities delay renewing nomination agreements. The company is shifting capital away from less attractive development projects to fund a £100m share buyback, has scrapped its TP Paddington scheme and deferred a Bristol project, and is pushing ahead with major university joint ventures in Newcastle and Manchester and the Hawthorne House scheme in Stratford, while expecting an exceptional £10m planning write-off. Q4 saw modest like-for-like valuation declines in its USAF and LSAV funds, though both delivered small full-year capital growth, and Unite is tightening costs through head office restructuring and anticipated synergies from its pending Empiric Student Property acquisition, underpinning its strategy to enhance returns and resume earnings growth from 2027.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £9.06 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Regulatory Filings and Compliance
Unite Group Confirms Share Capital and Voting Rights as of Year-End 2025
Neutral
Jan 2, 2026

Unite Group plc has reported that, as of 31 December 2025, its issued share capital comprises 490,043,571 ordinary shares, all of which carry voting rights, with no shares held in treasury. This updated share capital figure serves as the reference denominator for investors assessing whether they must disclose holdings or changes in their interests under the UK Financial Conduct Authority’s Disclosure and Transparency Rules, providing clarity and transparency around the company’s equity base for regulatory and shareholder reporting purposes.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £588.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and Strategy
Unite Students Seals Newcastle JV to Deliver 2,000-Bed Castle Leazes Scheme
Positive
Dec 22, 2025

Unite Students and Newcastle University have finalised a joint venture to develop a 2,009-bed student village at Castle Leazes, replacing the university’s demolished 1960s-era housing and expanding Unite’s on-campus pipeline to 4,300 beds. With funding complete and regulatory approvals secured, construction has begun, with phased openings scheduled for the 2028/29 and 2029/30 academic years; Unite will act as developer, asset manager and operator with a 51% stake, while the university holds 49% via a 150-year lease of the site. The project is positioned as a strategic investment that enhances student experience, supports the university’s income, alleviates local housing pressure and reinforces Unite’s long-term partnership model with leading universities, including a multi-year nominations agreement for 1,600 existing beds in Newcastle during the development phase.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £588.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Other
Unite Group Executives Acquire Shares, Signaling Confidence
Positive
Dec 8, 2025

Unite Group plc announced recent share purchases by its Chief Executive Officer, Joe Lister, and Chief Financial Officer, Michael Burt. Both executives acquired 10,000 ordinary shares each, with transactions conducted on the London Stock Exchange. This move demonstrates confidence in the company’s future prospects and could positively influence stakeholder perceptions.

The most recent analyst rating on (GB:UTG) stock is a Buy with a £588.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Regulatory Filings and Compliance
Unite Group plc Updates Share Capital and Voting Rights
Neutral
Dec 1, 2025

Unite Group plc has announced that as of December 1, 2025, its total share capital consists of 490,043,571 ordinary shares with voting rights, with no shares held in treasury. This figure is crucial for shareholders to determine their notification obligations under the FCA’s Disclosure and Transparency Rules, impacting how they manage their investments in the company.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £578.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock BuybackFinancial Disclosures
Unite Group PLC Sets Strategic Focus on High-Tariff Universities Amid Financial Guidance for 2026
Neutral
Nov 27, 2025

Unite Group PLC announced its strategic priorities and financial guidance for 2026 at an investor event. The company plans to increase its portfolio’s focus on high-tariff universities, aiming to boost its weighting from 64% to 80%. It will accelerate disposals to reallocate capital towards university partnerships and share buybacks. Despite challenges in some cities, Unite expects a reduction in adjusted EPS by 7-10% in 2026 due to lower occupancy and rising finance costs, but remains optimistic about growth prospects from 2027.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £590.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyStock Buyback
Unite Group PLC Targets Strategic Growth in Student Accommodation
Positive
Nov 27, 2025

Unite Group PLC announced its strategic focus on aligning its portfolio more closely with the UK’s strongest universities, aiming to increase its high-tariff weighting from 64% to 80%. The company plans to accelerate disposals to fund university partnerships and share buybacks, while targeting occupancy rates of 93-96% and rental growth of 2-3% for the 2026/27 academic year. Despite expected challenges in 2026 due to lower occupancy and rising finance costs, Unite remains confident in its long-term growth prospects, supported by strategic capital recycling and operational efficiencies.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £590.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Dividends
Unite Group Director Reinvests in Shares Through Dividend Plan
Positive
Nov 14, 2025

Unite Group plc announced a director dealing involving Dame Shirley Pearce, a Non-Executive Director, who participated in a dividend reinvestment plan. The transaction involved the reinvestment of the 2025 interim dividend into 72 ordinary shares at a price of 562.8 pence per share, totaling £405.22, conducted on the London Stock Exchange. This move reflects the company’s ongoing commitment to shareholder value and may indicate confidence in the company’s financial health and future prospects.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £590.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Executive/Board ChangesDividends
Unite Group Announces Director’s Dividend Reinvestment
Neutral
Nov 5, 2025

Unite Group plc announced a director dealing involving Richard Huntingford, the Chair, who participated in a scrip dividend reinvestment. The transaction involved the acquisition of ordinary shares at varying prices, conducted on the London Stock Exchange, reflecting the company’s ongoing commitment to shareholder value through dividend reinvestment strategies.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £590.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Business Operations and StrategyM&A Transactions
Unite Group PLC Announces Strategic Acquisition of Empiric Student Property
Positive
Nov 3, 2025

Unite Group PLC has announced its strategic acquisition of Empiric Student Property plc, with plans to integrate and improve occupancy across Empiric’s portfolio. The company anticipates achieving annual cost synergies of at least £13.7 million, leveraging its operational platform and university relationships. The acquisition has been approved by Empiric shareholders and is currently under review by the Competition and Markets Authority, with completion expected by the second quarter of 2026. Unite remains confident in delivering earnings and dividend accretion from this acquisition, drawing on its successful integration of Liberty Living in 2019.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £613.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Regulatory Filings and Compliance
Unite Group plc Announces Total Share Capital and Voting Rights
Neutral
Oct 31, 2025

Unite Group plc has disclosed its total share capital and voting rights as of October 31, 2025, in compliance with the Disclosure and Transparency Rules. The company reports a total of 490,043,571 ordinary shares with voting rights, which serves as a reference for shareholders to determine their notification obligations under the FCA’s rules.

The most recent analyst rating on (GB:UTG) stock is a Hold with a £613.00 price target. To see the full list of analyst forecasts on Unite Group plc stock, see the GB:UTG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 07, 2025