Diversified Industrials Distribution

Travis Perkins plc

Travis Perkins Reports 1.8% Q3 Same-Store Sales Growth

Baader Europe Upgrades Travis Perkins Rating to Overweight

Travis Perkins partners with The Lighthouse Charity to improve mental health in construction

Travis Perkins' share price has crossed above its 200-day moving average, trading as high as GBX 617. Analysts have mixed ratings, with JPMorgan raising its target to GBX 720 and others maintaining hold ratings. The stock has a consensus rating of "Moderate Buy" with a target price of GBX 676. Despite the positive movement, top analysts suggest better investment options than Travis Perkins.

Market Beat

Travis Perkins (LON:TPK) Share Price Passes Above Two Hundred Day Moving Average   - Time to Sell?

Travis Perkins PLC has announced the redemption and cancellation of its GBP 250,000,000 3.750% Guaranteed Notes due 2026. The notes will be redeemed in full on 19 December 2025 at 100% of their principal amount, plus accrued interest. The redemption will be funded by the issuance of GBP 125,000,000 private placement notes. Following redemption, the notes will be delisted from the London Stock Exchange.

London Stock Exchange

REG - Travis Perkins PLC - Notice of Redemption and Cancellation of Listing

Travis Perkins (OTCMKTS:TPRKY) experienced a significant increase in trading volume, with shares rising 195% from the previous session. The stock last traded at $7.72, slightly up from $7.67. Despite a Strong Buy rating, top analysts suggest better investment options. The company recently paid a dividend with a yield of 226.0%. Travis Perkins operates in the UK, distributing building materials and tools.

Travis Perkins (OTCMKTS:TPRKY) Sees Strong Trading Volume  - What's Next?

Travis Perkins PLC has announced a notification of major holdings. Silchester International Investors LLP has acquired or disposed of voting rights, crossing the 5% threshold on 18-Nov-2025. Silchester now holds 5.01% of voting rights in Travis Perkins PLC. The notification was completed on 19-Nov-2025 and disclosed on 20-Nov-2025.

REG - Travis Perkins PLC - TR1 Notification of Major Holdings

Travis Perkins (LON:TPK) shares rose 6.7% to GBX 648.35 on Wednesday, with trading volume up 135% from average levels. Analysts have mixed ratings: Peel Hunt maintains a "buy" with a target of GBX 740, while Berenberg Bank holds at GBX 650. Jefferies lowered its target to GBX 594, and JPMorgan Chase & Co. reiterated an "overweight" rating. The stock has a market cap of £1.37 billion and a P/E ratio of -24.56. Analysts expect an EPS of 59.25 for the current year, with a consensus target price of GBX 663.50.

Travis Perkins (LON:TPK) Shares Up 6.7%  - What's Next?

Travis Perkins (OTCMKTS:TPRKY) experienced a significant increase in trading volume, with 9,110 shares traded, up 34% from the previous session. The stock is currently priced at $8.02, down from $8.33. The company announced a dividend of $0.061 per share, yielding 226.0%, payable on November 14th to investors of record on October 6th. Travis Perkins specializes in building material distribution in the UK, operating through Merchanting and Toolstation segments.

Travis Perkins (OTCMKTS:TPRKY) Sees Unusually-High Trading Volume  - Here's What Happened

Travis Perkins PLC has announced changes in director responsibilities effective 21 October 2025. Jez Maiden is appointed as Interim Chair of the Remuneration Committee, succeeding Louise Hardy, who remains a committee member. Additionally, Louise Hardy has stepped down from her interim role on the Nominations Committee. The Nominations Committee has confirmed the independence of the committee structure and expects to review these changes within six months. The Board expressed gratitude for Louise's service on the Nominations Committee.

REG - Travis Perkins PLC - Changes of Director responsibilities

Patki covers the Consumer Cyclical sector, focusing on stocks such as Barratt Redrow, Bellway, and Howden Joinery. According to TipRanks, Patki has an average return of -11.5% and a 33.10% success rate on recommended stocks. In addition to Barclays, Travis Perkins also received a Buy from J.P. Morgan’s Zaim Beekawa in a report issued on October 17. However, on October 16, Morgan Stanley maintained a Hold rating on Travis Perkins (LSE: TPK).

Tip Ranks

Barclays Keeps Their Buy Rating on Travis Perkins (TPK)

According to TipRanks, Brooke is a 3-star analyst with an average return of 2.4% and a 49.59% success rate. Brooke covers the Industrials sector, focusing on stocks such as Capita plc, Diploma, and Travis Perkins. Currently, the analyst consensus on Travis Perkins is a Moderate Buy with an average price target of p694.33, implying a 12.35% upside from current levels. In a report released on October 6, Barclays also maintained a Buy rating on the stock with a £8.30 price target.

RBC Capital Sticks to Its Buy Rating for Travis Perkins (TPK)

In addition to Peel Hunt, Travis Perkins also received a Buy from Barclays’s Rajesh Patki in a report issued on October 6. However, today, Morgan Stanley maintained a Hold rating on Travis Perkins (LSE: TPK).

Travis Perkins (TPK) Receives a Buy from Peel Hunt

Travis Perkins reported a modest revenue growth of 0.3% in Q3, with a like-for-like increase of 1.8%, driven by a 2.5% volume increase in the Merchanting segment. However, competitive pressures have led to investments in pricing and promotions, potentially affecting profitability. The fiscal year 2025 guidance remains unchanged, but a slight decrease in consensus operating profit is expected. Jefferies also maintains a Hold rating with a price target of p605.00, reflecting a cautious outlook amidst current market conditions.

Travis Perkins: Modest Growth Amidst Competitive Challenges Justifies Hold Rating

** Shares of British building materials supplier Travis Perkins fall 2% to 629 pence** Co faces consistent margin pressure and does not provide full-year profit guidance, despite 1.8% rise in third-quarter like-for-like sales** "A lack of guidance or comment on the full year profit outlook combined with message around margins and pricing emergency suggests that consensus could edge lower a bit," says Aynsley Lammin from Investec Bank** Including session's losses, stock down 13.2% YTD

Reuters

UK's Travis Perkins slips as margin pressure persists

Travis Perkins reported a 1.8% rise in third-quarter like-for-like sales, driven by pricing investments and targeted promotions to regain market share in its core merchanting business. Despite facing intense competition in a subdued UK construction market, the company aims to continue these strategies. The Merchanting unit saw a 1.7% sales growth for the period ending September 30, as construction activity in the UK contracted for the ninth consecutive month. New CEO Gavin Slark is set to join in January.