Added to YB: 2026-07-14
Pitch date: 2026-07-10
BTRW.L [neutral]
Barratt Redrow plc
+2.08%
current return
Author Info
No bio for this author
Company Info
Barratt Redrow plc engages in the housebuilding business in the United Kingdom. The company is also involved in the commercial development business, which includes offices, retail, leisure, industrial, and distribution properties under the Wilson Bowden Developments brand; and land development activities.
Market Cap
GBP 3.9B
Pitch Price
GBP 2.79
Price Target
N/A
Dividend
6.27%
EV/EBITDA
6.46
P/E
18.97
EV/Sales
0.64
Sector
Household Durables
Category
value
Theodosian Capital | Stocks Update 10/7/2026 - BTRW – Activist investor
BTRW.L (holding update): Activist Phoenix (top-3 holder) pushes for £1bn/yr buybacks, land-purchase pause & landbank build-out, targeting 750p vs 281p close. Warns co vulnerable to takeover absent action. Author added June at multi-year lows; trades 11.1x FY27 EPS, 0.49x book, 4.7% yield.
Read full article (1 min)