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Titel |
Bewertung |
| 04.08.25 15:01:46 |
Berkeley Group hält AGM, ernennen Rob Perrins als Executive Chair |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
LONDON - Berkeley Group (OTC:BKGFY) Holdings plc (LSE:BKG) gab Montag bekannt, dass es seine Hauptversammlung am 5. September 2025, um 11:00 Uhr in den Büros von Herbert Smith Freehills Kramer LLP in London halten wird.
Das Unternehmen hat bestätigt, dass Rob Perrins nach einem Konsultationsprozess mit den großen Aktionären zum Vorstand ernannt wird und Richard Stearn CEO wird. Diese Führungsänderungen werden zum Abschluss der bevorstehenden Hauptversammlung wirksam.
Berkeley erklärte, dass die Konsultation im Einklang mit den Anforderungen des UK Governance Kodex durchgeführt wurde, nach der ersten Ankündigung der vorgeschlagenen Führungsänderungen am 20. Juni 2025.
Das Unternehmen offenbarte auch, dass es den Aktionären seinen 2025 Geschäftsbericht und -konten sowie die 2025 Mitteilung der Hauptversammlung bekannt gegeben oder zur Verfügung gestellt hat.
In Übereinstimmung mit den Vorschriften des britischen Verzeichnisses wurden Kopien dieser Dokumente auf den National Storage Mechanism hochgeladen und werden zur Inspektion zur Verfügung stehen. Die Dokumente sind auch auf der Unternehmenswebsite der Berkeley Group zugänglich und auf Anfrage an den Firmensekretär in harter Kopie verfügbar.
Berkeley Group, ein großer britischer Hausbauer, hat die Ankündigung über eine regulatorische Nachrichtendienstmitteilung gemacht.
Dieser Artikel wurde mit Unterstützung von AI erstellt und von einem Editor überprüft. Weitere Informationen finden Sie in unserem T&C. |
| 27.07.25 09:23:26 |
Das vergangene Jahr für die Berkeley Group Holdings (LON:BKG) Investoren war nicht rentabel |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Market Performance und Investor Sentiment**
Der Artikel behandelt die Marktentwicklung und die Einschätzung der Investoren der Berkeley Group Holdings plc (LON:BKG) im letzten Jahr. Trotz eines Rückgangs des Aktienpreises des Unternehmens betrug die Marktrendite nur 11 %. Die zugrunde liegenden Grundlagen des Unternehmens, wie das EPS-Wachstum und das Umsatzwachstum, legen jedoch nahe, dass es eine verlässlichere Investition sein kann als der Markt.
**EPS Wachstum und Aktienkurs Return**
Der Artikel hebt hervor, dass das EPS-Wachstum des Unternehmens im letzten Jahr 4,0 % betrug, während der Aktienkurs 30% sank. Diese Reduzierung der EPS hat einige Aktionäre nervöser gemacht. Das P/E-Verhältnis weist auch auf negative Marktstimmung hin.
**Insider Einkauf und TSR**
Der Artikel erwähnt, dass es in den letzten drei Monaten erhebliche Insider-Käufe gab, was ein positives Zeichen ist. Darüber hinaus überstieg die Gesamtaktionärsrendite einschließlich Dividenden die Aktienkursrendite. Dies deutet darauf hin, dass die Dividenden des Unternehmens bei der Steigerung der Gesamtaktionärsrendite wirksam waren.
** Gesamtaktionär Rückkehr**
Der Artikel stellt fest, dass die Gesamt-Aktionärsrendite für die Berkeley Group Holdings im letzten 1 Jahr -27% betrug, während die Marktrendite 11% betrug. Dies deutet darauf hin, dass die Dividenden des Unternehmens bei der Steigerung der Gesamtaktionärsrendite wirksam gewesen sind, aber es ist immer noch eine relativ geringe Rendite gegenüber dem Markt.
** Langfristige Leistung* *
Der Artikel stellt fest, dass das EPS-Wachstum des Unternehmens langfristig konsistent war, wobei in den letzten drei Jahren nur 17% zurückgingen. Dies deutet darauf hin, dass die zugrunde liegenden Grundlagen des Unternehmens ein verlässlicherer Indikator für seine langfristige Leistung sind als seine kurzfristigen Erträge.
** Unterschiede zwischen Preis und Wert**
Der Artikel erwähnt, dass es große Unterschiede zwischen dem Marktpreis und dem Wert der Berkeley Group Holdings gibt. Es stellt fest, dass das P/E-Verhältnis des Unternehmens 9,27 beträgt, was niedriger ist als der Marktdurchschnitt. Dies deutet darauf hin, dass Investoren eine Prämie für die Aktien des Unternehmens zahlen.
** Freier interaktiver Bericht**
Der Artikel bietet Zugang zu einem kostenlosen interaktiven Bericht über das Ergebnis, den Umsatz und den Cashflow der Berkeley Group Holdings. Dieser Bericht liefert eine detailliertere Analyse der finanziellen Leistungsfähigkeit des Unternehmens und kann Investoren dabei helfen, ein besseres Verständnis des Unternehmens zu gewinnen.
**Ausschluss* *
Der Artikel deutet darauf hin, dass Investoren die zugrunde liegenden Grundlagen des Unternehmens, wie das EPS-Wachstum und das Umsatzwachstum, bei der Bewertung seines Potenzials für langfristige Leistungen berücksichtigen sollten. Es stellt auch fest, dass Insider-Käufe und Gesamtaktionär-Retour ein umfassenderes Bild der Leistung des Unternehmens liefern kann. Insgesamt bietet der Artikel einen nuancierten Blick auf die Marktperformance und die Einschätzung der Investoren der Berkeley Group Holdings. |
| 09.07.25 09:30:42 |
Britain’s biggest housebuilders offer £100m over collusion claims |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Seven of Britain’s biggest housebuilders have offered to pay £100m towards affordable homes to avoid a decision by a watchdog on whether they breached competition laws.
The developers have offered to pay the Competition and Markets Authority (CMA) after it discovered evidence last year suggesting that “commercially sensitive” information was being shared between the competitors.
That information included pricing, property viewings and incentives offered to house buyers, such as kitchen upgrades and stamp duty contributions.
If the CMA accepts the payment, it will drop its investigation without reaching a decision on whether there was any wrongdoing.
The £100m would be channelled into funding pots for affordable homes in England, Scotland, Wales and Northern Ireland, and is the biggest payment that has been offered to the CMA to date.
The builders – Barratt Redrow, Bellway, Berkeley Group, Bloor Homes, Persimmon, Taylor Wimpey and Vistry – have also agreed to legally binding commitments to work with the Home Builders Federation and Homes for Scotland to develop industry guidance on information sharing.
Under the package, Barratt Redrow has agreed to pay £29m, while Taylor Wimpey would pay £15.8m and Persimmon £15.2m. Bellway has offered to contribute £13.5m, and Vistry would pay £12.8m.
The CMA has begun a consultation on whether to accept the payment, a process ending on July 24.
Anti-competitive behaviour crackdown
Speaking on BBC Radio 4’s Today programme, Sarah Cardell, chief executive of the CMA, said the payment would “go to the people who need it the most”.
“We don’t have to reach a conclusion in this case that there has been an infringement,” she said.
When asked whether people had overpaid for a house because of housebuilders sharing data, Ms Cardell said that was the reason the CMA had secured the payment.
She said: “It will bring hundreds more affordable homes to the UK market immediately, which is a much better resolution than a long and complex investigation.
“We are committed to tackling anti-competitive behaviour and that is exactly what we are doing today because we have moved swiftly and effectively to resolve this case with absolute clarity.
“The housebuilders are in no doubt about what they need to do to comply with the law.
“People can be confident now when they go out and look at new houses today; tomorrow, they can be confident that there is no anti-competitive behaviour and we will see hundreds more affordable homes come to market.”
Story Continues
The housebuilders offering the settlement said in individual statements that the settlement offer did not amount to an admission of wrongdoing and said they would continue to work with the CMA.
Jennie Daly, chief executive of Taylor Wimpey, said the closure of the CMA’s investigation “will allow us to focus our efforts on delivering much-needed homes across the country”. |
| 09.07.25 07:35:04 |
Housebuilders vow to pay £100m after probe into information-sharing |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Seven housebuilders have pledged to pay a record £100 million to help fund affordable new homes after an investigation into whether they shared commercially sensitive information.
The Competition and Markets Authority (CMA) said the developers, Barratt Redrow, Bellway, Berkeley Group, Bloor Homes, Persimmon, Taylor Wimpey and Vistry, offered the payment as part of a package of commitments to address concerns following the probe, which was launched last year.
The payment, which is set to go into affordable housing programmes across the UK, would be the largest ever secured by the CMA through commitments from firms under investigation.
The CMA will now consult on the commitments until July 24 and, if accepted, it will mean the regulator does not need to rule on whether the companies broke competition law.
It launched the probe last February amid concerns the firms were sharing commercially sensitive information, which could have impacted the development of sites and prices of new homes.
The watchdog there were signs they had exchanged details about sales including pricing, number of property viewings and incentives offered to buyers such as upgraded kitchens or stamp duty contributions.
Sarah Cardell, chief executive at the CMA, said: “Housing is a critical sector for the UK economy and housing costs are a substantial part of people’s monthly spend, so it’s essential that competition works well.
“This keeps prices as low as possible and increases choice.
“As a result of the CMA’s investigation, housebuilders are taking clear and comprehensive steps to ensure they comply with the law and don’t share competitively sensitive information with their rivals.
“Alongside these measures, the housebuilders we investigated have agreed to pay £100 million towards affordable homes programmes, which will help communities up and down the country.”
As well as the payment, the housebuilders have agreed legally-binding commitments not to share commercially sensitive information with rivals, such as the prices that houses were sold for, except in “limited circumstances”, the CMA said.
They have also agreed to work with the Home Builders Federation and Homes for Scotland to develop industry-wide guidance on information sharing.
The original probe involved eight builders, but Barratt and Redrow have since merged.
The firms said the offer of voluntary commitments does not mean they admit any wrongdoing.
FTSE 100 listed Barratt Redrow said its share of the combined payment would be £29 million.
Story Continues
“Barratt Redrow welcomes the CMA’s consultation on the voluntary commitments and will continue to work constructively with the CMA throughout the process,” it said.
Among other listed firms involved in the probe, Vistry said its share would be £12.8 million, while Bellway added it would pay £13.5 million.
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| 25.06.25 12:23:51 |
Berkeley Group Holdings Full Year 2025 Earnings: EPS Beats Expectations |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Berkeley Group Holdings (LON:BKG) Full Year 2025 Results
Key Financial Results
Revenue: UK£2.49b (flat on FY 2024). Net income: UK£382.0m (down 3.9% from FY 2024). Profit margin: 15% (in line with FY 2024). EPS: UK£3.72 (down from UK£3.88 in FY 2024).
We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.LSE:BKG Revenue and Expenses Breakdown June 25th 2025
All figures shown in the chart above are for the trailing 12 month (TTM) period
Berkeley Group Holdings EPS Beats Expectations
Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%.
In the last 12 months, the only revenue segment was Residential-Led Mixed-Use Development contributing UK£2.49b. Notably, cost of sales worth UK£1.83b amounted to 73% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to UK£160.3m (58% of total expenses). Explore how BKG's revenue and expenses shape its earnings.
Looking ahead, revenue is forecast to stay flat during the next 3 years compared to a 9.0% growth forecast for the Consumer Durables industry in the United Kingdom.
Performance of the British Consumer Durables industry.
The company's shares are down 6.2% from a week ago.
Risk Analysis
You still need to take note of risks, for example - Berkeley Group Holdings has 1 warning sign we think you should be aware of.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 21.06.25 07:50:52 |
The Berkeley Group Holdings plc's (LON:BKG) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
It is hard to get excited after looking at Berkeley Group Holdings' (LON:BKG) recent performance, when its stock has declined 11% over the past week. But if you pay close attention, you might gather that its strong financials could mean that the stock could potentially see an increase in value in the long-term, given how markets usually reward companies with good financial health. Specifically, we decided to study Berkeley Group Holdings' ROE in this article.
Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In short, ROE shows the profit each dollar generates with respect to its shareholder investments.
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How To Calculate Return On Equity?
The formula for ROE is:
Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity
So, based on the above formula, the ROE for Berkeley Group Holdings is:
11% = UK£382m ÷ UK£3.5b (Based on the trailing twelve months to April 2025).
The 'return' is the amount earned after tax over the last twelve months. One way to conceptualize this is that for each £1 of shareholders' capital it has, the company made £0.11 in profit.
Check out our latest analysis for Berkeley Group Holdings
Why Is ROE Important For Earnings Growth?
We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features.
Berkeley Group Holdings' Earnings Growth And 11% ROE
At first glance, Berkeley Group Holdings seems to have a decent ROE. On comparing with the average industry ROE of 5.6% the company's ROE looks pretty remarkable. Despite this, Berkeley Group Holdings' five year net income growth was quite flat over the past five years. Based on this, we feel that there might be other reasons which haven't been discussed so far in this article that could be hampering the company's growth. These include low earnings retention or poor allocation of capital.
Given that the industry shrunk its earnings at a rate of 3.2% over the last few years, the net income growth of the company is quite impressive.
Story Continues
LSE:BKG Past Earnings Growth June 21st 2025
Earnings growth is a huge factor in stock valuation. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. This then helps them determine if the stock is placed for a bright or bleak future. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to check if Berkeley Group Holdings is trading on a high P/E or a low P/E, relative to its industry.
Is Berkeley Group Holdings Efficiently Re-investing Its Profits?
Berkeley Group Holdings' low three-year median payout ratio of 20% (implying that the company keeps80% of its income) should mean that the company is retaining most of its earnings to fuel its growth and this should be reflected in its growth number, but that's not the case.
In addition, Berkeley Group Holdings has been paying dividends over a period of at least ten years suggesting that keeping up dividend payments is way more important to the management even if it comes at the cost of business growth. Upon studying the latest analysts' consensus data, we found that the company's future payout ratio is expected to rise to 45% over the next three years. Consequently, the higher expected payout ratio explains the decline in the company's expected ROE (to 8.2%) over the same period.
Conclusion
Overall, we are quite pleased with Berkeley Group Holdings' performance. Particularly, we like that the company is reinvesting heavily into its business, and at a high rate of return. Unsurprisingly, this has led to an impressive earnings growth. That being so, according to the latest industry analyst forecasts, the company's earnings are expected to shrink slightly in the future. Are these analysts expectations based on the broad expectations for the industry, or on the company's fundamentals? Click here to be taken to our analyst's forecasts page for the company.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 20.06.25 06:02:57 |
Berkeley Group announces leadership changes as chairman steps down |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
LONDON - Berkeley Group (OTC:BKGFY) Holdings plc (LSE:BKG) announced Friday that Chairman Michael Dobson will step down at the company’s Annual General Meeting on September 5, 2025, after three years in the role.
The homebuilder plans to appoint current CEO Rob Perrins as Executive Chair following Dobson’s departure. Perrins has served as CEO since 2009. Chief Financial Officer Richard Stearn, who has been with the company since 2015, will be promoted to CEO.
The board changes come as Berkeley implements its recently developed 10-year strategy, "Berkeley 2035." The company stated the leadership transition aims to maintain continuity during a period of "heightened geo-political and macro-economic volatility" in the housing sector.
Non-executive director William Jackson will not seek re-election at the September AGM. The company announced Richard Dakin, former head of CBRE (NYSE:CBRE)’s European investment banking and debt and structured finance business, will join as a non-executive director.
Berkeley also revealed it is "well advanced" in appointing another non-executive director with industry and public company experience, expected to be announced early next year.
Senior Independent Director Rachel Downey will consult with major shareholders regarding the proposed leadership changes, as required by the UK Governance Code. The company indicated it has strong internal candidates for the CFO position.
The information in this article is based on a press release statement from Berkeley Group.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. |
| 16.04.25 10:35:40 |
Average London rent soars to £2,243 per month |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
The average UK monthly private rent rose to £1,332 in the 12 months to March, but in London tenants are paying on average £2,243, the highest in the country.
Figures released by the Office for National Statistics (ONS) showed monthly rents in the private sector rose 7.7% to £1,332 over the 12-month period. This marks a modest slowdown from February’s annual growth rate of 8.1% and a further retreat from the 9.2% peak recorded in November.
London remained the most expensive region for renters, with monthly rents reaching £2,243 —the highest in the UK. At the opposite end of the scale, the North East recorded the lowest average rent, at £725. The disparity was even more pronounced at the local authority level: in March, tenants in Kensington and Chelsea paid an average of £3,639 per month, while those in Dumfries and Galloway paid just £528.
England saw average rents rise to £1,386 in March, a 7.8% annual increase — or £101 more than the previous year. Though still high, this marks a slowdown from the 8.3% rise in February.
Regional differences were stark. The North East posted the fastest rental growth in England, with a 9.4% year-on-year increase, while Yorkshire and the Humber saw the slowest growth at 4.6%.
Read more: The UK regions where houses sell the fastest
In Wales, average rents climbed 8.9% to £792 — surpassing the 8.5% growth rate of the previous period but below the 9.9% high of November 2023. Scotland’s rental growth was more subdued, rising 5.7% to an average of £1,001. Northern Ireland recorded an 8.2% increase in January, bringing average rents to £838, slightly higher than the 8.1% rise in December 2024 but below the 9.9% peak in April last year.
Outside the capital, the highest local average rent in March was in Elmbridge, South East England, at £1,893.
Alex Upton, managing director of specialist mortgages at Hampshire Trust Bank, said: “The rental market remains under significant pressure, with demand continuing to outstrip supply. Letting agents are managing multiple applicants for every available property.
“While stock levels have seen some movement, competition remains fierce. Until that imbalance shifts, rental prices will continue to rise.”
Rents also varied significantly by property type and size. Detached homes attracted the highest average monthly rent at £1,522, while flats and maisonettes were the most affordable, at £1,306. Properties with four or more bedrooms commanded the highest rents overall at £1,996, compared with £1,079 for one-bedroom homes.
Tom Bill, the head of UK residential research at Knight Frank, said: “Upwards pressure on rents is likely to intensify as landlords leave the sector due to tougher green regulations, higher mortgage costs and the impact of the Renters' Rights Bill, which makes it harder to regain possession of a property.
Story Continues
“Nobody would argue against protecting tenants from unscrupulous landlords, but the new legislation could be a lesson in the laws of unintended consequences.”
The persistent rise in rental prices compounds tenants' affordability pressures as house prices continue to climb in parallel.
The average UK house price increased by 5.4% in the year to February, with the annual growth rate rising from 4.8% in the year to January.
Read more: Home renovation mistakes and how to avoid them
Karen Noye, mortgage expert at Quilter, said: “First-time buyers paid an average of £227,000 last month, up 5.6% annually, while former owner-occupiers paid just under £330,000. That widening gap reinforces the affordability challenge facing those trying to step onto the ladder.
"Meanwhile, the sharp 28.7% annual surge in new build prices, compared to just 3.2% for existing homes, risks compounding that issue, particularly if developers focus on premium stock that pushes buyers towards increasingly stretched borrowing.
“Still, activity is picking up, with residential transactions up 28% year-on-year. Lenders are starting to respond, with mortgage rates edging down as financial markets anticipate further interest rate cuts."
Average house prices increased to £292,000 in England (5.3% annual growth rate), £207,000 in Wales (4.1%), and £186,000 in Scotland (5.7%) over the 12 months to February.
Separate data from estate agent Foxtons revealed that March saw a 14% increase in new rental listings across London compared to February.
Applicant registrations rose by 11% month-on-month in March. Year on year, demand was stable, tracking just 2% below March 2024 levels The average rent in March stood at £565 per week, reflecting a 2% increase year on year.
Gareth Atkins, managing director of Lettings, said: "The London lettings market is gaining momentum as we enter April, with March delivering a 14% surge in new listings – the largest uplift so far this year. Simultaneously, applicant registrations climbed 11%, reflecting strong seasonal interest and sustained confidence among renters.
"With more choice coming to the market, renters are well-positioned this spring. At the same time, the steady flow of listings is helping to keep conditions balanced across much of the capital, creating a more stable and competitive environment for everyone navigating the market.”
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| 07.04.25 11:44:45 |
Capital Allocation Trends At Berkeley Group Holdings (LON:BKG) Aren't Ideal |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see a company investing more capital into its business and ideally the returns earned from that capital are also increasing. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. However, after investigating Berkeley Group Holdings (LON:BKG), we don't think it's current trends fit the mold of a multi-bagger.
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Return On Capital Employed (ROCE): What Is It?
Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. Analysts use this formula to calculate it for Berkeley Group Holdings:
Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)
0.10 = UK£506m ÷ (UK£6.8b - UK£1.9b) (Based on the trailing twelve months to October 2024).
So, Berkeley Group Holdings has an ROCE of 10%. In absolute terms, that's a satisfactory return, but compared to the Consumer Durables industry average of 8.3% it's much better.
See our latest analysis for Berkeley Group Holdings LSE:BKG Return on Capital Employed April 7th 2025
Above you can see how the current ROCE for Berkeley Group Holdings compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like, you can check out the forecasts from the analysts covering Berkeley Group Holdings for free.
The Trend Of ROCE
On the surface, the trend of ROCE at Berkeley Group Holdings doesn't inspire confidence. Around five years ago the returns on capital were 18%, but since then they've fallen to 10%. Meanwhile, the business is utilizing more capital but this hasn't moved the needle much in terms of sales in the past 12 months, so this could reflect longer term investments. It's worth keeping an eye on the company's earnings from here on to see if these investments do end up contributing to the bottom line.
The Key Takeaway
In summary, Berkeley Group Holdings is reinvesting funds back into the business for growth but unfortunately it looks like sales haven't increased much just yet. Additionally, the stock's total return to shareholders over the last five years has been flat, which isn't too surprising. All in all, the inherent trends aren't typical of multi-baggers, so if that's what you're after, we think you might have more luck elsewhere.
Story Continues
If you want to continue researching Berkeley Group Holdings, you might be interested to know about the 1 warning sign that our analysis has discovered.
If you want to search for solid companies with great earnings, check out this freelist of companies with good balance sheets and impressive returns on equity.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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| 14.03.25 09:52:07 |
Berkeley shares rise on reaffirmed long-term guidance |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Investing.com -- Shares of Berkeley Group Holdings PLC (LON:BKGH) climbed 1.97% on Friday as the company reaffirmed its profit before tax (PBT) guidance for fiscal years 2025 and 2026, with expectations to deliver at least £975 million across the two years.
This confidence comes despite a slight downward revision in the anticipated net cash position for April 2025, which is now expected to be around £300 million, a bit lower than the £350 million previously estimated.
The uptick in Berkeley's stock follows the announcement that the company has made significant progress on 10 long-term regeneration sites and is in the process of finalizing Section 106 agreements and clearing conditions to implement these plans.
Although the company has expressed concerns over the pace of regulatory changes, the management's ability to navigate this challenging environment has been noted.
Barclays (LON:BARC) analysts have observed a modest improvement in sales reservations since the interim results were reported in early December, with sales rates surpassing those from the same period last year. "The group has seen the modest improvement in sales reservations that it noted at the time of the interim results in early December continue since then. Sales rates are ahead of those achieved during the same period last year," the analysts said in a note.
Investors appear to be reassured by the company's steady performance and its proactive measures to accelerate shareholder returns, which have included £71.3 million in share buy-backs, purchasing 1.9 million shares at an average price of £37.92 each.
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