Bellway's Outperformance Could Prompt a Stock Upswing -- Market Talk

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Bellway's Outperformance Could Prompt a Stock Upswing -- Market Talk

Dow Jones2025-11-04

1042 GMT - Bellway is the top sector pick for Davy Research as the housebuilder's stock could rise by more than 40% and reach Davy's 3,743 pence target price, analyst Colin Sheridan says in a note. The London-listed company has become laser-focused on asset turnover and capital returns as the underwhelming recovery in the U.K.'s new-homes market continues, Sheridan says. Despite a material outperformance versus the sector in the last 12 to 18 months, its stock continues to be valued more cheaply than the average competitors', at around 11%, which is a wider discount to its historical 9% discount, Sheridan says. "We now see the potential for the recovery to re-accelerate in 2026 and for us to become more constructive on U.K. homebuilding," he says. Shares are up 0.9% at 2,646 pence.(anthony.orunagoriainoff@dowjones.com)

(END) Dow Jones Newswires

November 04, 2025 05:42 ET (10:42 GMT)

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The London-listed company has become laser-focused on asset turnover and capital returns as the underwhelming recovery in the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>.'s new-homes market continues, Sheridan says. Despite a material outperformance versus the sector in the last 12 to 18 months, its stock continues to be valued more cheaply than the average competitors', at around 11%, which is a wider discount to its historical 9% discount, Sheridan says. \"We now see the potential for the recovery to re-accelerate in 2026 and for us to become more constructive on U.K. homebuilding,\" he says. 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Shares are up 0.9% at 2,646 pence.(anthony.orunagoriainoff@dowjones.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 04, 2025 05:42 ET (10:42 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}