Persimmon profits up 13% but Iran conflict clouds outlook
Persimmon PLC (LSE:PSN) reported a 13% in increase in profit for last year and an accelerated sales rate at the start of the new year despite uncertainty over the impact of the Iran conflict on customer sentiment. The dividend was held at 60p per share and there was no share buyback.
Help to Buy revival could lift volumes, Persimmon the clearest beneficiary
JP Morgan said speculation had grown around a potential reintroduction of the Government's Help to Buy scheme and assessed the implications for UK housebuilders, with Persimmon PLC (LSE:PSN) rated 'overweight' and identified as the key beneficiary. The bank reiterated its positive stance on Persimmon and argued that a renewed scheme would provide the greatest relative support to those builders with higher exposure to first-time buyers and lower price points.
Persimmon the most attractive housebuilder in the sector, says US bank
Persimmon PLC (LSE:PSN) shares bounced back on Thursday as JP Morgan argued that while the housebuilder is trading at a premium on traditional metrics, it looks the "most attractive" in the sector if using an alternative measure. Based on an enterprise value/EBIT analysis, assessing the group's market value plus debt relative to underlying profitability, the FTSE 100 group is seen by the bank as the most attractively valued UK housebuilder.
Persimmon downgraded as leading bank says valuation now reflects strengths
Persimmon PLC (LSE:PSN) has been downgraded to 'hold' from 'buy' by Deutsche Bank, despite delivering a stronger-than-expected performance in 2025, as the broker said much of the good news is now reflected in the valuation. Deutsche Bank said Persimmon's full-year pre-tax profit is guided about 5% ahead of its forecasts, driven mainly by higher volumes rather than margins, which came in towards the lower end of guidance.
Persimmon Plc (PSMMY) Q4 2025 Sales/Trading Call Transcript
Persimmon Plc (PSMMY) Q4 2025 Sales/Trading Call Transcript
Persimmon shares rise as housebuilder heads for top end of profit forecasts
Shares in Persimmon PLC (LSE:PSN) opened about 2% higher at 1,443p after the house builder said was on track to deliver profits towards the upper end of market expectations. In a note following Persimmon's pre-close trading update for the year to December 2025, Panmure Liberum said the group was leading the sector on key measures of demand, despite what it described as a still-challenging housing market.
Persimmon: Leading bank cautiously optimistic on housebuilders after dour 2025
The UK housebuilders limp into 2026 after another bruising year, flat year-to-date against a FTSE 100 up 19%. The sector's split personality is striking: the strongest names in JPMorgan's coverage are up around 14%, while the laggards are down 10% on average.
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.
Persimmon Plc (PSMMY) Q3 2025 Earnings Call Transcript
Persimmon Plc (OTCPK:PSMMY) Q3 2025 Earnings Call November 13, 2025 4:00 AM EST Company Participants Dean Finch - Group Chief Executive & Executive Director Andrew Duxbury - CFO & Executive Director Conference Call Participants Aynsley Lammin - Investec Bank plc, Research Division Allison Sun - BofA Securities, Research Division Ami Galla - Citigroup Inc., Research Division William Jones - Rothschild & Co Redburn, Research Division Zaim Beekawa - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Persimmon's Plc Q3 Trading Update Conference Call.
Persimmon sales hold up despite softer market, analysts say sector due re-rating
Persimmon PLC (LSE:PSN) shares rose 3% to 1,270p after the housebuilder reported steady trading momentum in the past quarter, despite some softening in the wider market. A private sales rate of 0.63 per outlet per week was reported for the quarter to 30 September, excluding bulk sales, up 3% year on year.
PSMMY or NVR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Building Products - Home Builders sector might want to consider either Persimmon Plc (PSMMY) or NVR (NVR). But which of these two companies is the best option for those looking for undervalued stocks?
Is Persimmon (PSMMY) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
