Taylor Wimpey Share Discussion Threads

[netcurtains] 27/6/2026 14:33:51

And they can easily get into ftse100 with a bit of a prevailing wind 😀

[jugears] 27/6/2026 13:40:41

They are in the FTSE 250 not 100.

[netcurtains] 27/6/2026 11:18:48

TW has by far the best Dividend Yield in the ftse100

over 9%

And has the 5th lowest market cap in the FTSE100 compared to its net assets.

And the underlying business:
"
There has been a 14% year-on-year increase in new home registrations in Q4 2025,
"

With the Brucie "Play Your Cards Right" methodology of investing (I am currently following)
the next card for TW is HIGHER HIGHER (statistically speaking)

[sikhthetech] 26/6/2026 12:58:06

Berenberg becomes latest broker to change HB targets, citing margin pressures...




LONDON BROKER RATINGS: Berenberg cuts Berkeley and raises Bellway

TW 100p (105p)
Btrw 348p(414p)
PSN 1150p(1300p)
BKG 4000p and (Citigroup 3650p)

BWY 2400p (2100p)
VTY 263p (340p)

[netcurtains] 26/6/2026 12:45:55

A 100p broker target seems conservative to me...
I would have thought 120p is on the cards using the Brucies cards methodology

[jugears] 26/6/2026 12:43:12

Brokers lol oh lol !!!!

[philanderer] 26/6/2026 12:30:52

Berenberg cuts Taylor Wimpey price target to 100 (105) pence - 'buy'

[netcurtains] 26/6/2026 08:05:34

super bowl is my vision.... touchwood

[sikhthetech] 25/6/2026 21:42:27

BKG RBC broker views.

Following their results yesterday. RBC raised their target

majority of their buyers are non-UK
off plan sales softening..





"Berkeley Group Holdings PLC (LSE:BKG) remains RBC Capital Markets' preferred UK housebuilder, with the broker raising its share price target as the increased focus on shareholder returns and cash generation should continue to support the shares despite a subdued housing market.

RBC increased its price target to 4,100p from 3,850p and reiterated its 'outperform' rating following Berkeley's annual results, reflecting higher estimates for tangible book value as it expects the company to favour share buybacks over dividends.

The broker made only minor changes to profit forecasts and continues to expect cumulative pre-tax profit of £1.42 billion between the 2027 and 2030 financial years, in line with management's guidance for more than £1.4 billion. Profits are expected to be slightly more heavily weighted towards the 2027 financial year.

Current trading reflects an uncertain market, analyst Anthony Codling acknowledged, with off-plan sales softening because of a lack of urgency among purchasers.

Management remained positive on the long-term outlook for London, where housing undersupply persists.

Codling noted that around 50-60% of Berkeley's buyers continue to come from outside the UK.

He said Berkeley's new strategy of prioritising cash generation over short-term profit growth, with £640 million earmarked for shareholder returns between September 2026 and September 2030, of which £112 million has already been returned.

Around two-thirds of future distributions to come via buybacks rather than dividends, with the lower share price making repurchases more attractive."


Berkeley is the most attractive housebuilder due to returns strategy, says RBC

[sikhthetech] 25/6/2026 21:09:58

In the meantime, enjoy some trading...
I see the UN has halted their evacuation of SoH due to ships coming under fire...

[sikhthetech] 25/6/2026 21:08:10

UH,

Absolutely. Currently, HBs aren't building more due to lack of demand, due to affordability...
It will take a while for economic growth but it can be done....

The minimum wage hike doesn't help. Companies can't hire if minimum wages are too high... it pushes up wages for those on the next step up etc... Businesses have to make a profit, which is a point the govn seem not to understand...

Reduce business costs, like business rates....


TW's H1 ends next week.

[uhound] 25/6/2026 16:22:21

The only thing that will push the house builders up is if they can build more properties and for more money.

So, interest rates are a key factor.
Jobs growth.
A strong growing economy.
Stable inflation.

Most experts predict a rate rise before end of year. They may or may not be right.
Jobs are not being created on the back of Labour polices.
Ditto a strong growing economy.
Inflation still above target.

Burnham may have policies that will help or hinder, currently people think he will be good for the economy, hence the rally in some stocks - but we will see.

When TW and others tell us they are building sigificantly more, then we may see a sustainable rise in the shares. I don't think that is likely anytime soon.

[tergifts] 25/6/2026 15:04:15

Sikh

LOL- I think you will find the News is there just to justify the monthly and weekly cycles.

The cycles are like built in AI that already have the economics built in.

Dividends periods are known, Results declaration dates are known, it all in the stars.../charts. Yes we may have had a magnifying effect due to iran/ Ukraine but the cycle remains the same.

[sikhthetech] 25/6/2026 14:51:05

Can Andy Burnham fix Britain’s housing crisis?

The likely new PM will have to face a building industry in the doldrums, stagnating property prices and buyers put off moving by tax. We lay out his options

[sikhthetech] 25/6/2026 14:24:47

Tergifts,

There's no such thing as weekly cycles/monthly cycles...

The HBs share price are reacting to economic/political newsflow, as predicted..



Over 4 years ago:
sikhthetech20 Feb '22 - 15:26 - 5884 of 5899 Edit
<..>
When the housing market crashes, no HB is immune from the crash. Likewise, listed HBs are not immune from stockmarket falls or movements.

Govn support, provided during pandemic, has ended. Repossessions which were stopped during pandemic are legal again.
Around 30k homeowners in severe mortgage debt.
Inflationary pressure, interest rate rises, NI rises, Council tax rises, energy price rises all impact affordability







Jugears is bitter/upset because the BS scrounger got caught out, yet again.... he's desperate to reduce his millions of pounds of losses..

[tergifts] 25/6/2026 14:19:13

Sikh
Happy for you to make money both ways, but imo the weekly cycle has a way to go, taking us to at least Monday, 1 July, I think the Weekly cycle will take us to at least 88 . But this would also start the Monthly Cycle going +ve, If we have a notable retrace, it will most likely be after Month End.

Leading up to results shorts will be running. I am still expecting to see 105 before October. But we all can make money long or short under different time frames.
I'm not saying results will have good, but not bad enough to justify 75p and I think the profit will cover the dividend.

25 Jun '26 - 12:38 - 27437 of 27447
0 0
Good to see the HBs rising as expected....

Shorted with targets and trading....Make money both ways...

[jugears] 25/6/2026 13:49:40

The NHS is funded by the Tax payer, of which I am one of them & probably paid my villages contribution a well! I have never taken any benefits in my life, If someone wants to go private the fair play but my experience of the NHS when required has been extremely good on the other hand I have heard of people that have had a bad experiences with private treatment!

[sikhthetech] 25/6/2026 13:47:37

Good to see HBs share price moving up...


Decent trading whilst keeping my feet on the ground regarding the housing market...


Burnham needs to announce fundamental changes to the housing market, like a similar scheme to Help to Buy for real boost to HBs...

But how will it be founded is the real question?

[jugears] 25/6/2026 13:40:57

My Target is still £5, it will come one day, lets back back to £1.50 where this belongs first though!

[sikhthetech] 25/6/2026 13:29:50

Net,

lol...

There's nothing wrong with banter but Jugears is full of BS. He ruined the thread with his constant BS. He claims to have contacts with TW and other HB management and they attend his parties. Yet he has been consistently wrong for years...

His target was 500p but has slowly reduced to 300p..200p...180p..170p... now 90p...

A desperate poster who's £millions under water and can't even afford private health insurance and so needs to scrounge off the state...