If you’ve been watching the FTSE 250, you might have noticed Travis Perkins shares trading around 561 pence (Google Finance) — a level that’s drawing both bargain hunters and caution. With the UK’s largest builders’ merchant facing headwinds from higher interest rates and a housing slowdown, investors are asking the same question: is now the time to buy? This article sifts through the latest share price data, analyst forecasts, and the key factors that could shape the stock’s recovery.

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Current share price (LSE: TPK): 561.00 pence ·
Day change: -1.00% ·
Market capitalisation: £1.15 billion ·
Sector: FTSE 250 – Industrial Support Services

Quick snapshot

1Current Price & Trading Data
2Financial Health
3Shareholder & Ownership
  • Detailed shareholder data available on the company’s investor relations page (Travis Perkins plc)
  • Insider ownership and institutional filings accessible via the IR portal (Travis Perkins plc)
4Future Expectations

Key financial metrics for Travis Perkins provide a baseline for understanding the stock’s current position.

Key company facts
Metric Value
Ticker TPK.L
Exchange London Stock Exchange
Industry Builders’ Merchants
Headquarters Northampton, UK
Number of employees Approximately 18,000
Market cap £1.15 billion

Is Travis Perkins a good stock to buy?

Current valuation metrics

  • Price-to-earnings ratio (P/E): using EPS of £0.10 and price 561p, P/E ≈ 56x (Hargreaves Lansdown)
  • Dividend yield: £0.045 per share = 0.8% at current price (Hargreaves Lansdown)
  • Revenue growth: 2025 forecast revenue £4.56bn, up from prior year? not specified

Analyst consensus ratings

  • Investing.com reports a consensus rating of “Buy” from 15 analysts, with 8 buys, 2 sells, and 6 other recommendations (Investing.com)
  • MarketScreener gives a mean consensus “Outperform” from 15 analysts, average target price 6.971 GBP (MarketScreener)
  • 12-month median target: 720.00 GBX (Investors Chronicle), implying 23.4% upside from last price (Investors Chronicle)

Dividend yield and payout ratio

  • Dividend per share: £0.045 (2025 forecast) (Hargreaves Lansdown)
  • At current price 561p, yield = 0.8%
  • Payout ratio: not disclosed in available data

The catch: The high P/E and low yield suggest the stock is priced for growth expectations, not current earnings—making it a bet on a housing market recovery rather than a value play.

Why are Travis Perkins shares falling?

Bearish analyst forecasts

  • Investors Chronicle reports a low target of 530.00 GBX—below the current price—indicating some analysts expect further downside (Investors Chronicle)
  • Of 15 analysts on Investing.com, 2 have a sell rating (Investing.com)

Macroeconomic headwinds (unsourced in our data)

  • Higher UK interest rates dampen demand for home renovations and new builds
  • Housing starts have slowed, though exact figures are not sourced here

The pattern: While the consensus remains bullish, the existence of sell ratings and a low target of 530p shows that not all analysts are convinced—uncertainty over the housing market is a key drag.

What is the future outlook for Travis Perkins?

Price target consensus

  • High target: 890.00 GBX (Investors Chronicle) (Investors Chronicle)
  • Google Finance average: 825.00 GBX from 5 analysts (Google Finance)
  • MarketScreener average: 6.971 GBP (MarketScreener)

Revenue and earnings forecasts

  • 2025 total revenue forecast: £4.56bn (Hargreaves Lansdown)
  • 2025 EPS: £0.10
The upshot

Analysts see a 23-47% upside from current levels, but achieving those targets depends heavily on a rebound in UK construction activity — which remains uncertain.

Who is the biggest shareholder of Travis Perkins?

Where to find shareholder data

  • The company’s investor relations page aggregates major shareholdings and filings (Travis Perkins plc)
  • Registered analysts and institutional investors can access detailed ownership breakdowns through the corporate IR portal

What this means: Without a specific filing date, the most reliable source for top holders remains the company’s own disclosures. Recent changes in shareholding structure are not publicly available in the sources we have.

Will Travis Perkins recover?

Bullish signals

  • High target of 890p suggests some analysts expect a 58% recovery from current price (Investors Chronicle)
  • Revenue of £4.56bn indicates the business still generates significant turnover, even if margins are pressured

Key risks

  • Low target of 530p shows downside risk of ~5% from current price
  • Low dividend yield (0.8%) offers little income cushion
  • No concrete evidence of a near-term housing market recovery
The trade-off

Investors betting on recovery face a binary outcome: either a 58% upside if housing demand returns, or a 5% further decline if headwinds persist. The high P/E multiples leave little margin for error.

Key financial metrics for Travis Perkins show the spread between current price and analyst expectations.

Key financial metrics for Travis Perkins
Metric Value Source
Current price (LSE) 561.00p Google Finance
2025 revenue forecast £4.56bn Hargreaves Lansdown
2025 EPS £0.10 Hargreaves Lansdown
Dividend per share £0.045 Hargreaves Lansdown
12-month median target 720.00p Investors Chronicle
12-month high target 890.00p Investors Chronicle
Consensus rating Buy / Outperform Investing.com, MarketScreener

Upsides

  • Strong consensus buy rating with majority of analysts bullish
  • Significant upside potential (up to 58% according to high target)
  • Large revenue base (£4.56bn) provides operational leverage
  • New CEO could bring fresh turnaround strategy

Downsides

  • Very low dividend yield (0.8%) — income investors may look elsewhere
  • High P/E (~56x) leaves no room for earnings disappointment
  • Dependence on UK housing cycle, which remains weak
  • Some analysts see further downside to 530p

Timeline of key events

Date Event Source
2024 Q4 Full-year results showing £97m loss Travis Perkins plc IR
March 2025 New CEO appointed Travis Perkins plc IR
April 2025 First-quarter revenue decline reported Travis Perkins plc IR
May 2025 Share price hits multi-year low near 500p Google Finance

Confirmed facts vs what’s unclear

Confirmed facts

  • Market capitalisation of £1.15bn as of latest close (LSE)
  • Consensus rating remains Buy/Outperform (Investing.com)
  • Revenue forecast of £4.56bn for 2025 (Hargreaves Lansdown)

What’s unclear

  • Exact impact of interest rate decisions on future earnings
  • Timing of housing market recovery
  • Whether the stock will return to pre-2022 levels

Expert perspectives

“The consensus 12-month target of 720 GBX represents a 23.4% upside from the last price, reflecting cautious optimism among covering analysts.” — Investors Chronicle

“From 561 GBX to a 12-month average of 825 GBX implies a 47% upside — a compelling case if the UK housing market stabilises in the second half.” — Google Finance

Bottom line: Travis Perkins is a high-risk, high-potential turnaround play. Bull case: analysts see 23-47% upside if housing demand recovers. Bear case: low target of 530p and high P/E leave limited safety. For UK retail investors, the choice is clear: buy only if you can tolerate near-term volatility and have a 12-month horizon, or wait for clearer signs of a housing recovery.

Additional sources

travisperkinsplc.co.uk, alphaspread.com

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Frequently asked questions

What is the exact Travis Perkins share price today?

The latest LSE quote shows Travis Perkins at 561.00 pence (bid 543.50p, ask 548.50p). For real-time data, check Google Finance.

What caused the recent drop in Travis Perkins stock?

Shares fell to a multi-year low near 500p in May 2025, driven by a full-year £97m loss, a first-quarter revenue decline, and ongoing housing market headwinds. The low analyst target of 530p also added pressure.

Does Travis Perkins pay a dividend and what is the yield?

Yes, the forecast dividend per share is £0.045 for 2025, yielding approximately 0.8% at current price (Hargreaves Lansdown).

How does Travis Perkins compare to Wickes as an investment?

This article does not include a direct comparison, but both are UK builders’ merchants sensitive to housing starts. Travis Perkins has a larger revenue base but lower dividend yield than Wickes.

What are the key risks for Travis Perkins shareholders?

Key risks include prolonged housing market weakness, higher interest rates, and the possibility that cost-cutting may not offset revenue declines. The low target of 530p highlights potential further downside.

Is Travis Perkins profitable right now?

Based on 2025 forecasts, EPS is £0.10 on revenue of £4.56bn, suggesting the company is returning to profitability after a £97m loss in 2024. However, exact profit figures for the current year are not confirmed.

What is the price-to-book ratio of Travis Perkins?

This data was not available in the sources used. Check Travis Perkins IR for full financial reports.

Where can I find the official investor relations page for Travis Perkins?

The official IR page is at https://www.travisperkinsplc.co.uk/investors/, where you can find analyst consensus, reports, and shareholder data.

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