Taylor Wimpey’s share price is projected to reach 131.8p in 2025, 140–145p in 2026, 170–180p by 2028, £3.63 (~363p) in 2030, and ~886p by 2035
Overview of Taylor Wimpey
Taylor Wimpey plc is one of the UK’s largest homebuilding companies, focused on residential property development across the UK and parts of Spain. Founded in 2007 through the merger of Taylor Woodrow and George Wimpey, Taylor Wimpey specializes in delivering new homes, including affordable housing, for a broad customer base. The company operates locally through 22 regional businesses in the UK, supported by a strong landbank and strategic development pipeline. Taylor Wimpey has maintained a focus on operational excellence, sustainability, and building quality, positioning itself to capitalize on long-term housing demand driven by population growth and housing shortages in the UK.
Fundamental Analysis of Taylor Wimpey
Taylor Wimpey’s recent half-year financial report to June 2025 highlights a revenue of £1.65 billion, a 9% increase over the previous year, while operating profit decreased to £161 million due to significant one-off charges related to cladding fire safety provisions and regulatory settlements such as the Competition and Markets Authority (CMA) investigation.
- Operating profit margin was 9.7%, a decline from 12.0% a year earlier.
- The company faced a pre-tax loss of £92.1 million, largely due to exceptional provisions.
- Cash position remains strong with net cash of £326.6 million.
- The landbank combined with strategic land opportunities supports future volume growth without requiring net new land investment.
- Dividend policy remains steady with a 2025 interim dividend of 4.67p per share.
Taylor Wimpey’s operational execution remains strong with improvements in sales rates, construction quality (scoring 4.97/6), and customer satisfaction—all critical for long-term brand strength and profitability.
Last Few Years’ Performance of Taylor Wimpey
Profit Growth
Taylor Wimpey’s profits have been under pressure recently mainly due to remediation costs and regulatory provisions:
| Period | Revenue (£m) | Operating Profit (£m) | Profit/Loss Before Tax (£m) |
| H1 2025 | 1,654.6 | 161.0 | (92.1) |
| H1 2024 | 1,517.7 | 182.3 | 99.7 |
| FY 2024 | 3,401.2 | 416.2 | 320.3 |
The downward profit trend in 2025 marks a challenge but excludes the positive underlying operational progress demonstrated by increasing completions and a robust landbank.
Sales Growth
Home completions increased 11% year-over-year at H1 2025 to 5,264 homes, indicating demand strength despite soft market conditions contributing to pricing pressures.
ROE and ROCE Percentage
The return on net operating assets declined slightly reflecting the profit impact:
| Metric | H1 2025 | H1 2024 |
| ROE (Return on Equity) % | ~10.4% | ~10.9% |
| ROCE (Return on Capital Employed) % | Not explicitly stated but expected to follow ROE trend |
Total Expenditure and Net Cash Flow
Costs increased mainly due to increases in remediation provisions (£222 million) and CMA-related financial commitments, offsetting operational cost efficiencies:
- Net cash at £326.6 million down from £584 million year-over-year.
- Operating expenses including exceptional items rose significantly.
Total Assets Amount
Net assets decreased to £4.18 billion from £4.4 billion year-over-year, reflecting increased provisions and dividend payments.
Taylor Wimpey Share Price Target
Based on the latest financial performance, market conditions, and expert analysts’ forecasts, Taylor Wimpey shares (LON: TW) show the following price target estimates:
| Year | Price Target (GBp) | Analyst Consensus / Projection Source |
| 2025 | 131.8 | Average 12-month price target by 16 analysts |
| 2026 | 140-145 | Projected medium-term price forecast range |
| 2028 | ~170-180 | Predicted continued growth based on operational improvements |
| 2030 | £3.63/share (~363p) intrinsic estimate via DCF model USD adjusted | |
| 2035 | $8.86/share (~886p, USD) long-term forecast |
These reflect an optimistic medium- to long-term outlook supported by improving UK housing market fundamentals and the company’s growth strategy anchored on its landbank and operational excellence.
Why Is Taylor Wimpey Share Price Dropping?
The recent share price decline to near a two-year low (around 102-106p as of October 2025) is linked to multiple challenges:
- Large one-off exceptional charges from increased cladding fire safety provisions.
- £18 million CMA-related settlement provision.
- Decline in operating margins and interim profit warning.
- Market concerns over affordability issues impacting first-time buyers.
- Build cost inflation pressure remains a concern.
- Investor caution amid uncertain macroeconomic conditions and regulatory risks.
Discussion About Shareholding Pattern of Taylor Wimpey
Institutional investors dominate with about 87.4% ownership, followed by a small percentage of individual insiders (~0.1%) and the general public (11.2%).
| Shareholder Type | Shares (approx.) | % Ownership |
| Institutional investors | 3.09 billion | 87.4% |
| General Public | 396 million | 11.2% |
| Employee Schemes | 21 million | 0.6% |
| Individual Insiders | 3.6 million | 0.1% |
The strong institutional presence suggests confidence from large-scale investors despite recent share price volatility.
The Last Few Years’ Share Price Update
| Date | Open | Close | Notes |
| Oct 30, 2025 | 106.55p | 106.60p | Slight dip recently |
| Oct 1, 2025 | 103.50p | 104.55p | Trending near 100p |
| Sept 2025 | 95-99p level | — | Showed earlier volatility |
The share price recovered somewhat from lows in mid-2025, reflecting cautious optimism.
Expert Advice About Investment in Taylor Wimpey
Analysts provide mixed but cautiously optimistic views:
- Short term pressure due to remediation costs and market conditions.
- Medium to long term outlook positive, supported by a strong land pipeline, operational improvements, and housing market fundamentals.
- Dividend yield around 8.7% is attractive, but payout ratio is high due to profits being impacted.
- Valuation models such as DCF indicate the stock is undervalued currently, presenting a buying opportunity for long-term investors.
Is It A Good Time to Buy Taylor Wimpey Shares?
For new investors, the decision depends on risk appetite:
- Pros: Undervalued stock with potential upside, steady dividend yield, strong landbank.
- Cons: Near-term earnings pressure, regulatory and remediation uncertainties, macroeconomic headwinds.
Investors targeting long-term growth and income may find Taylor Wimpey attractive at current levels, but need to factor in volatility and watch market developments.
How Much Is Taylor Wimpey’s Next Dividend?
The next interim dividend for 2025 is declared at 4.67 pence per share, payable on November 14, 2025. This is slightly lower than the previous year’s interim dividend of 4.80 pence.
Is Taylor Wimpey Undervalued?
Based on Discounted Cash Flow (DCF) analysis and market price comparisons, Taylor Wimpey is considered significantly undervalued currently, trading at a discount of around 70% to its DCF fair value estimate (£3.63/share). This undervaluation signals potential upside for investors willing to look past short-term challenges.
Positive Sides
- Strong and diversified landbank supporting future volume growth.
- Five-star home builder rating with high customer satisfaction.
- Stable dividend policy with attractive yields (~8.7%).
- Experienced management with operational excellence focus.
- Ongoing improvement in construction quality and efficiency.
- Clear focus on sustainability and regulatory compliance.
- Resilient underlying demand in the UK housing market.
Negative Sides
- Large extraordinary charges have impaired short-term profitability.
- Government and regulatory investigations add uncertainty.
- Affordability constraints for first-time buyers can limit sales.
- Build cost inflation pressures remain a risk.
- Dividend payout ratio high relative to earnings.
- Share price volatility and recent downward trend.
Risk Factors of Taylor Wimpey
- Regulatory risks including cladding/fire safety remediation.
- Macroeconomic risks: interest rate hikes affecting mortgage affordability.
- Construction and supply chain risk due to rising costs.
- Planning permission delays impacting project completions.
- Competition from other major UK housebuilders.
- Market sentiment swings impacting share price.
Frequently Asked Questions (FAQ)
What is Taylor Wimpey Share Price Target for 2025?
Around 131.8 pence per share according to analyst consensus.
What is Taylor Wimpey Share Price Target for 2026?
Target range around 140 to 145 pence, reflecting medium-term recovery.
What is Taylor Wimpey Share Price Target for 2028?
Estimated price target of approximately 170-180 pence driven by operational growth and housing demand.
What is Taylor Wimpey Share Price Target for 2030?
Intrinsic value estimates suggest ~£3.63 per share using DCF, indicating strong long-term growth potential.
What is Taylor Wimpey Share Price Target for 2035?
Forecast models project a price around $8.86 per share (approx. 886 pence), representing significant appreciation.
Conclusion
Taylor Wimpey presents a compelling long-term investment opportunity grounded in its substantial landbank, operational improvements, and consistent demand for UK housing. Despite short-term challenges including profitability hits from remediation and regulatory costs, the company’s fundamentals remain intact. The share price is currently undervalued against intrinsic valuation models, supported by steady dividend payouts and expected growth in home completions. For new investors, the share price targets through to 2035 suggest healthy upside potential, balanced by risks inherent in the housing market and regulatory environment. Careful monitoring of market and regulatory developments is advised, but Taylor Wimpey is positioned for growth in the evolving UK housing landscape.