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Taylor Wimpey plc (TWODY) Q4 2025 Sales/Trading Call Transcript
Taylor Wimpey plc (TWODY) Q4 2025 Sales/Trading Call Transcript
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proactiveinvestors.co.uk
Taylor Wimpey shares slide as margins come under fresh pressure
Shares in Taylor Wimpey PLC (LSE:TW.) fell 3% to 101p after the housebuilder flagged a modest miss for 2025 and warned that profitability is likely to come under further pressure this year.
proactiveinvestors.co.uk
Taylor Wimpey warns of softer margins in 2026 despite robust year
Taylor Wimpey PLC (LSE:TW.) has warned that operating margins are set to fall this year, even after delivering a 'solid' performance in 2025, as affordability pressures continue to weigh on demand and a weaker order book pushes profits towards the second half.
proactiveinvestors.co.uk
Persimmon and Taylor Wimpey upgraded in housebuilder reshuffle
RBC Capital Markets has reshuffled its deck of housebuilder convictions, declaring Persimmon PLC (LSE:PSN), TTaylor Wimpey PLC (LSE:TW.) and Crest Nicholson PLC (LSE:CRST) the winners in waiting while sending Berkeley Group Holdings PLC (LSE:BKG) and Barratt Redrow PLC (LSE:BTRW) to the naughty step.
defenseworld.net
Taylor Wimpey PLC Unsponsored ADR (OTCMKTS:TWODY) Given Consensus Rating of “Hold” by Analysts
Taylor Wimpey PLC Unsponsored ADR (OTCMKTS:TWODY - Get Free Report) has received an average rating of "Hold" from the six brokerages that are currently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, four have issued a hold rating and one has issued a strong buy rating
seekingalpha.com
Taylor Wimpey plc (TWODY) Q3 2025 Sales Call Transcript
Taylor Wimpey plc (OTCPK:TWODY) Q3 2025 Sales Call November 12, 2025 4:00 AM EST Company Participants Jennie Daly - CEO & Executive Director Chris Carney - Group Finance Director & Executive Director Conference Call Participants William Jones - Rothschild & Co Redburn, Research Division Allison Sun - BofA Securities, Research Division Zaim Beekawa - JPMorgan Chase & Co, Research Division Ami Galla - Citigroup Inc., Research Division Rajesh Patki - Barclays Bank PLC, Research Division Christopher Millington - Deutsche Bank AG, Research Division Presentation Operator Good morning, everyone, and welcome to today's Taylor Wimpey Trading Update Call. My name is Seth, and I'll be the operator for your call today.
proactiveinvestors.co.uk
Taylor Wimpey sales rate slows ahead of Budget, but outlook maintained
Taylor Wimpey PLC (LSE:TW.) said it remains on track to meet its full-year 2025 expectations for UK completions and group operating profit, despite subdued market conditions and a softer sales rate in the second half of the year.
seekingalpha.com
Taylor Wimpey plc (TWODY) Analyst/Investor Day Transcript
Taylor Wimpey plc (OTCPK:TWODY) Analyst/Investor Day October 1, 2025 10:00 AM EDT Company Participants Jennie Daly - CEO & Executive Director Shaun White - Divisional Chair of Midlands and Wales Stephen Andrew Ian Drummond - Divisional Chair of Scotland, North East & North Yorkshire Chris Carney - Group Finance Director & Executive Director Ian Drummond Conference Call Participants Allison Sun - BofA Securities, Research Division Zaim Beekawa - JPMorgan Chase & Co, Research Division William Jones - Rothschild & Co Redburn, Research Division Ami Galla - Citigroup Inc., Research Division Alastair Stewart - Progressive Equity Research Limited Charlie Campbell - Stifel, Nicolaus & Company, Incorporated, Research Division Aynsley Lammin - Investec Bank plc, Research Division Samuel Cullen - Peel Hunt LLP, Research Division Carlos Caburrasi - Kepler Cheuvreux, Research Division Christopher Millington - Deutsche Bank AG, Research Division Conversation Jennie Daly CEO & Executive Director Good afternoon, everyone. It really is fantastic to see you all, and thank you for joining us today.
proactiveinvestors.co.uk
Taylor Wimpey: Bank thinks builder's strategy stacks up
Taylor Wimpey PLC (LSE:TW.) has laid out an ambitious growth plan to 2030, and Citi thinks it stacks up, even if the near term still looks sluggish.
proactiveinvestors.co.uk
Taylor Wimpey's guidance reassures, but mid-term outlook 'looks low'
Taylor Wimpey PLC's (LSE:TW.) current trading was in line with expectations, analysts said, while the new medium-term targets it has shares were seen as mostly positive.
proactiveinvestors.co.uk
Taylor Wimpey set out new targets as UK planning changes require smaller landbank
Taylor Wimpey PLC (LSE:TW.) set out new medium-term growth targets to deliver 14,000 UK completions excluding joint ventures, with an operating profit margin of 16-18% and a return on net operating assets above 20%.
proactiveinvestors.co.uk
Taylor Wimpey tops German bank's cautious call on UK housebuilders
Berenberg's latest construction note strikes a cautiously upbeat tone on UK housebuilders. The sector may still be battling affordability pressures and a mixed reporting season, but the analysts point out that housing starts are climbing again in 2025, the first time since 2021 that volumes have turned positive.
proactiveinvestors.co.uk
Taylor Wimpey: Long-term picture intact despite £200m hit, says leading investment bank
Taylor Wimpey PLC (LSE:TW.) shares slipped 5% after its half-year results, but UBS kept its 'buy' rating and a price target of 155p, implying around 50% upside from current levels.
zacks.com
Best Value Stocks to Buy for July 30th
E, BYD and TWODY made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 30, 2025.
proactiveinvestors.co.uk
Taylor Wimpey shares drop 6% as cladding costs drive first-half loss
Taylor Wimpey PLC (LSE:TW.) shares fell 6% on Wednesday after the FTSE 100 housebuilder swung to a first-half pre-tax loss of £92.1 million, largely due to a significant increase in cladding fire safety provisions.
proactiveinvestors.co.uk
Taylor Wimpey swings to loss after cladding provisions, CMA settlement
Taylor Wimpey PLC (LSE:TW.) swung to a first-half loss due to cladding provisions, but reported a resilient underlying performance as home completions increased and customer demand remained steady despite softer market conditions in the second quarter.
seekingalpha.com
Taylor Wimpey plc (TWODF) Trading Update Call Transcript
Taylor Wimpey plc (OTCPK:TWODF) Trading Update Call April 30, 2025 3:30 AM ET Company Participants Jennifer Daly - CEO and Executive Director Christopher Carney - Group Finance Director and Executive Director Conference Call Participants Will Jones - Redburn Atlantic Allison Sun - Bank of America Marcus Cole - UBS Chris Millington - Deutsche Bank Aynsley Lammin - Investec Ami Galla - Citi Zaim Beekawa - JPMorgan Glynis Johnson - Jefferies Peter Ajose-Adeogun - Morgan Stanley Harry Goad - Berenberg Operator Hello, and welcome everyone to the Taylor Wimpey Trading Update Call. My name is Becky, and I will be your operator today.
proactiveinvestors.co.uk
Taylor Wimpey warns of profit margin squeeze in first half
Taylor Wimpey PLC (LSE:TW.) warned that first-half profit margins would be lower than last year's due to mix effects and pricing headwinds in the early part of the year, but stated its confidence in still meeting full-year guidance.
seekingalpha.com
Taylor Wimpey: A Dividend Giant That Can't Be Ignored
Taylor Wimpey stock has fallen below its book value but offers a compelling and market-beating dividend yield, making it hard to ignore despite the market's recent setbacks. While FY24 recorded lower home completions, ASP, and revenue, the outlook for FY25 looks more optimistic for both its top and bottom lines, with a minimal direct impact from tariffs. The stock's attractive dividend policy, robust financials, and the potential for a 9.1% forward yield present a strong value proposition that also hedges against downside risks to quite some extent.
proactiveinvestors.co.uk
Taylor Wimpey recovery in focus as margins set to trough
Taylor Wimpey PLC's full-year figures on Thursday February 27 are set to be under the microscope for any commentary around recovering prospects in the housing sector. Having already flagged a 4% drop in volumes to 9,972 units for the year and 2% drop in average selling prices to £319,000, UBS noted the update would be all about the outlook.