Added to YB: 2026-05-20
Pitch date: 2026-05-17
UTG.L [neutral]
Unite Group PLC
+2.26%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Unite Group PLC is the UK's largest owner, manager and developer. It is purpose-built student accommodation (PBSA) serving the country's world-leading higher education sector.
Market Cap
GBP 2.5B
Pitch Price
GBP 4.78
Price Target
N/A
Dividend
7.84%
EV/EBITDA
16.97
P/E
24.17
EV/Sales
9.85
Sector
Residential REITs
Category
dividend
OB Bonkers Conkers to Conquer 16th May 2026 - Unite Group PLC
UTG.L (update): 7.85% div yield + 3.82% buybacks = 11.67% total return. Trading 56% below NAV yet recent disposals at 1% below NAV (2025/2026) & 0% below (historical), validating book value. Direct-lets up 12.5% YoY, now 25% of bookings vs 22% prior (25% more profitable than Uni nominations). UCAS shows rising student numbers. On track for 2026 guidance.
Read full article (1 min)