Home Builders and Manufactured Buildings

Barratt Developments PLC

BDEV

Persimmon, a leading UK housebuilder, has raised concerns about rising building costs due to inflation linked to the Iran war, which may affect its finances in the latter half of 2026. Despite a slight softening in home inquiries, net sales per week are up 3% from last year. The company is working to mitigate supply chain inflation driven by higher energy costs. Other housebuilders, like Taylor Wimpey and Barratt Redrow, are also adjusting their expectations and spending due to economic uncertainties stemming from the conflict.

cityam

Persimmon Plc

Redrow plc

Taylor Wimpey plc

Berkeley Group Holdings plc

Persimmon: Housebuilder sounds alarm over building cost inflation

Citi analyst reiterated a Buy rating on Barratt Redrow today and set a price target of p450.00.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In addition to Citi, Barratt Redrow also received a Buy from Barclays’s Emily Biddulph in a report issued on April 16. However, on the same day, Jefferies reiterated a Hold rating on Barratt Redrow (LSE: BTRW).

Tip Ranks

Barratt

Citigroup

Barclays

Jefferies Financial

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Barratt Redrow (BTRW) Receives a Buy from Citi

BTDPY

Glynis Johnson from Jefferies has reiterated a Hold rating on Barratt Redrow (BTRW) with a price target of p289.00. Johnson, who covers the Consumer Cyclical sector, has an average return of 7.8% and a 51.35% success rate. Additionally, Morgan Stanley also assigned a Hold rating, while Barclays has given a Buy rating to Barratt Redrow.

Barratt Redrow (BTRW) Gets a Hold from Jefferies

Britain's largest housebuilder, Barratt Redrow, is considering using wood instead of bricks for new homes due to rising construction costs linked to the war in Iran. The company anticipates a 2% average build-cost inflation over the next year, with potential increases in material costs driven by higher energy prices. Barratt Redrow plans to reduce its land acquisition targets, expecting to approve 7,000 to 9,000 plots this year, down from 10,000 to 12,000, to save up to £200 million amid economic uncertainty.

The telegraph

Britain’s biggest housebuilder may replace bricks with wood as prices soar

Housebuilding stocks have seen a surprising recovery as the sector appears to have reached a valuation floor, despite ongoing challenges from the Iran war affecting demand and costs. Barratt Redrow and Vistry reported share price increases, with Barratt maintaining its financial targets while cutting land acquisition spending. Analysts suggest that while the outlook remains fragile, the recent stock jumps indicate a potential stabilization in the market. However, uncertainty persists, and experts caution that a significant rebound in housing demand is unlikely in the near future.

Vistry Group PLC

Housebuilding stocks recover as industry reaches ‘rock bottom’

Barratt Redrow plc reported a 3.2% increase in net private reservation rates in Q3, reaffirming its FY26 completion and profit guidance. The company achieved 3,274 home completions this quarter, totaling 10,718 year-to-date. Total forward sales rose 11.2% in volume and 12.8% in value, reaching £3.54 billion. The private order book increased by 2.5% to 5,643 homes. The company is 94% forward sold for FY26, with a forecasted year-end net cash of £550-650 million. A £100 million share buyback is in progress, with £33.3 million already deployed.

nasdaq

Nasdaq

Barratt Q3 Reservations Rise; Backs FY26 Outlook

Barratt Redrow has warned that higher energy costs will bump up building material costs after cutting its land buying plans for the year amid a 'less certain backdrop'.

Barratt Redrow warns Iran war looks set to push up build costs

Breedon discloses CFO share option grant under savings scheme

Barratt Developments PLC(BDEV.UK)