Bellway p.l.c. (LON:BWY) Stock Has Consensus Target Price of GBX 2,527.89

Key Points

• Bellway has a “Moderate Buy” consensus among nine analysts, with six buys and three holds; the average 12-month price target is GBX 2,527.89 versus the stock’s GBX 2,110 opening price.
• FY26 revenue rose 13.6% to £3.16 billion and housing completions increased 10.8%, while Bellway announced a £150 million share buyback, supporting investor returns and signaling confidence in its balance sheet.
• Despite the positive operating trends, FY26 profit missed expectations and management warned of FY27 margin pressure, weaker affordability, higher build costs and lower home-completion guidance.

Shares of Bellway p.l.c. (LON:BWY - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the nine research firms that are currently covering the firm, Marketbeat Ratings reports. Three analysts have rated the stock with a hold recommendation and six have given a buy recommendation to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is GBX 2,527.89.

Several research firms have issued reports on BWY. Berenberg Bank cut their target price on Bellway from GBX 2,550 to GBX 2,450 and set a "buy" rating for the company in a research note on Wednesday. Jefferies Financial Group reaffirmed a "buy" rating and issued a GBX 2,380 price target on shares of Bellway in a research note on Wednesday. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a GBX 2,917 price target on shares of Bellway in a report on Wednesday, August 12th. Finally, Citigroup raised their price objective on Bellway from GBX 2,300 to GBX 2,500 and gave the stock a "buy" rating in a research report on Wednesday, August 12th.

More Bellway News

Here are the key news stories impacting Bellway this week:

• Positive Sentiment: FY26 revenue rose 13.6% to £3.16 billion, while total housing completions increased 10.8%, indicating solid volume growth. Pre-tax profit also increased year over year. Bellway FY26 Revenue Rises
• Positive Sentiment: Bellway announced a £150 million share buyback. The capital return is supportive of earnings per share and signals management confidence in the company’s balance sheet and long-term prospects. Investors Welcome Bellway Results and Share Buyback
• Positive Sentiment: Jefferies reaffirmed its “buy” rating and set a GBX 2,380 price target, maintaining a constructive view of Bellway’s valuation and outlook.
• Positive Sentiment: Berenberg retained its “buy” rating, although it reduced its price target from GBX 2,550 to GBX 2,450, leaving a still-positive fundamental stance.
• Neutral Sentiment: Bellway reported quarterly earnings of GBX 187.80 per share, alongside a 4.43% return on equity and a 5.46% net margin. These figures provide evidence of profitability but also show relatively modest returns.
• Negative Sentiment: FY26 profit reportedly missed market expectations, limiting the positive impact of the revenue and volume growth. Bellway Profit Misses Expectations
• Negative Sentiment: Management warned that FY27 margins could come under pressure from weaker customer affordability, build-cost inflation and other cost pressures. The company also issued lower guidance for FY27 home completions, creating a risk to near-term earnings growth. Bellway Flags Margin Pressures

Bellway Price Performance

Bellway stock opened at GBX 2,110 on Thursday. The firm has a 50 day simple moving average of GBX 2,093.44 and a 200-day simple moving average of GBX 1,979.38. The stock has a market cap of £2.35 billion, a price-to-earnings ratio of 16.03, a price-to-earnings-growth ratio of 3.40 and a beta of 1.37. Bellway has a 1-year low of GBX 1,715 and a 1-year high of GBX 2,890.

Bellway (LON:BWY - Get Free Report) last released its quarterly earnings data on Tuesday, October 13th. The company reported GBX 187.80 EPS for the quarter. Bellway had a return on equity of 5.49% and a net margin of 6.12%. Equities analysts expect that Bellway will post 159.07 earnings per share for the current fiscal year.

Bellway declared that its board has approved a share buyback plan on Tuesday, September 1st that authorizes the company to buy back 0 outstanding shares. This repurchase authorization authorizes the company to repurchase shares of its stock through open market purchases. Share repurchase plans are usually an indication that the company's board of directors believes its shares are undervalued.

Bellway Company Profile

Bellway p.l.c., together with its subsidiaries, engages in the home building business in the United Kingdom. The company builds and sells homes ranging from one-bedroom apartments to six-bedroom family homes, as well as provides homes to housing associations for social housing. It offers homes under Bellway, Ashberry, and Bellway London brands. The company was founded in 1946 and is headquartered in Newcastle upon Tyne, the United Kingdom.

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