The Berkeley Group Holdings plc

BKG · Consumer Cyclical

About The Berkeley Group Holdings plc (BKG)

The Berkeley Group Holdings plc is a Residential Construction company operating in the Consumer Cyclical sector. The company is headquartered in Cobham, United Kingdom. BKG has been publicly traded since 1988, giving it 38+ years of trading history.

The Berkeley Group Holdings plc (BKG) has been publicly traded since 1988, making it a 38-year-old public company. It operates in the Residential Construction industry within the Consumer Cyclical sector. The company is headquartered in Cobham, United Kingdom and employs approximately 2,552 people. With a market capitalization of £3.5 billion, BKG is a mid-sized company with growth potential.

BKG trades on the London Stock Exchange and is classified as a mid-cap-cap stock with a market capitalization of approximately £3.5 billion. The company employs approximately 2,552 people worldwide.

Sector
Consumer Cyclical
Industry
Residential Construction
Headquarters
Cobham, United Kingdom
IPO Year
1988

Key Statistics

Current Price
£3,700.00
Market Cap
£3.49B
52-Week High
£4,442.00
52-Week Low
£3,484.00
Sector
Consumer Cyclical
Industry
Residential Construction

BKG Investment Performance

BKG has declined 5.2% year-to-date in 2026. Over the past 5 years, a £1,000 investment in BKG would have grown to £821, representing a -17.9% total return. Since its IPO in 1988, a £1,000 investment would now be worth £13,040.

£1,000 Invested in The Berkeley Group Holdings plc (BKG)

1 Year
£1,016
+2%
3 Years
£895
+-10%
5 Years
£821
+-18%
10 Years
£1,090
+9%
Since IPO
£13,040
+1204%

How much would £1,000 invested in BKG be worth today?

What would £1,000 invested in BKG 1 year ago be worth today?

A £1,000 investment in The Berkeley Group Holdings plc (BKG) in 2025 would be worth £1,016 as of March 2026, representing a +1.6% total return.

What would £1,000 invested in BKG 3 years ago be worth today?

A £1,000 investment in The Berkeley Group Holdings plc (BKG) in 2023 would be worth £895 as of March 2026, representing a -10.5% total return.

What would £1,000 invested in BKG 5 years ago be worth today?

A £1,000 investment in The Berkeley Group Holdings plc (BKG) in 2021 would be worth £821 as of March 2026, representing a -17.9% total return.

What would £1,000 invested in BKG 10 years ago be worth today?

A £1,000 investment in The Berkeley Group Holdings plc (BKG) in 2016 would be worth £1,090 as of March 2026, representing a +9.0% total return.

What would £1,000 invested in BKG at IPO be worth today?

A £1,000 investment in The Berkeley Group Holdings plc (BKG) at IPO would be worth £13,040 as of March 2026, representing a +1204.0% total return.

Monthly Returns Heatmap

Avg Monthly Return
+1.02%
Positive Months
248
55% of 452
Negative Months
204
45% of 452
Data Period
37+ years
452 months
Best Performers
Best month ever: Apr 1992 (+41.1%)
Best month on avg: February (+3.8%)
Worst Performers
Worst month ever: Dec 2004 (-32.1%)
Worst month on avg: September (-2.9%)

Over the past 37+ years (452 months), The Berkeley Group Holdings plc (BKG) has averaged a monthly return of +1.02% with a median return of +0.82%. The stock had 248 positive months (55%) and 204 negative months (45%). The best month in BKG's history was April 1992 with a +41.1% return, while the worst was December 2004 at -32.1%. Historically, February tends to be the strongest month (averaging +3.8%), and September the weakest (-2.9%).

BKG's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 8 consecutive months of losses. The best full year was 1993 with a cumulative return of +62.5%, and the worst was 1994 at -40.6%.

Annual Returns

Over 38 years of trading history, The Berkeley Group Holdings plc (BKG) has delivered an average annual return of +12.64% with a median return of +5.46%. The compound annual growth rate (CAGR) is +8.63%. The stock posted gains in 23 years (61%) and losses in 15 years (39%).

BKG's best year was 1993 with a +79.23% gain, while the worst was 2008 at -35.44%. The longest streak of consecutive positive years was 5, and the longest losing streak was 3 years. BKG achieved double-digit gains (10%+) in 16 years. It suffered double-digit losses in 9 years.

Avg Return
+12.64%
Best Year
1993 (+79.23%)
Worst Year
2008 (-35.44%)
Positive Years
23/38
Year Return Start End
2026 -5.23% £3,904.00 £3,700.00
2025 +0.11% £3,899.64 £3,904.00
2024 -19.69% £4,855.69 £3,899.64
2023 +24.29% £3,906.75 £4,855.69
2022 -20.98% £4,944.00 £3,906.75
2021 +0.70% £4,909.73 £4,944.00
2020 -2.36% £5,028.26 £4,909.73
2019 +39.67% £3,600.00 £5,028.26
2018 -17.09% £4,341.85 £3,600.00
2017 +49.53% £2,903.68 £4,341.85
2016 -23.83% £3,812.21 £2,903.68
2015 +48.79% £2,562.18 £3,812.21
2014 -6.56% £2,742.07 £2,562.18
2013 +51.27% £1,812.67 £2,742.07
2012 +37.70% £1,316.43 £1,812.67
2011 +43.37% £918.20 £1,316.43
2010 +8.54% £845.98 £918.20
2009 -5.91% £899.12 £845.98
2008 -35.44% £1,392.78 £899.12
2007 -21.10% £1,765.22 £1,392.78
2006 +54.01% £1,146.20 £1,765.22
2005 +37.33% £834.63 £1,146.20
2004 -7.98% £906.97 £834.63
2003 +48.32% £611.51 £906.97
2002 -15.79% £726.19 £611.51
2001 -6.40% £775.83 £726.19
2000 +5.30% £736.81 £775.83
1999 +63.38% £450.98 £736.81
1998 -29.46% £639.31 £450.98
1997 +5.61% £605.34 £639.31
1996 +25.35% £482.91 £605.34
1995 +45.11% £332.80 £482.91
1994 -35.07% £512.54 £332.80
1993 +79.23% £285.97 £512.54
1992 +24.00% £230.62 £285.97
1991 +6.56% £216.43 £230.62
1990 +32.98% £162.75 £216.43
1989 +2.14% £159.34 £162.75

BKG Investment Analysis: Valuation, Risk & Dividends

Key factors to consider when evaluating The Berkeley Group Holdings plc as an investment

Valuation

BKG currently trades at a trailing P/E ratio of 10.1, which is considered low relative to the broader market. The forward P/E of 10.7 suggests analysts expect earnings to be higher in the coming year. The price-to-book ratio stands at 98.3. The price-to-sales ratio is 1.5.

Dividends

The Berkeley Group Holdings plc pays a dividend to shareholders with a current yield of 1.67%. This translates to £0.67 per share annually. The payout ratio of 9% indicates sustainable dividend coverage.

Risk & Volatility

BKG has a beta of 1.19, indicating it is slightly more volatile than the overall market. The stock's 52-week range is £3484.00 to £4442.00, and it currently trades in the lower half of its 52-week range.

Analyst Ratings

Based on 17 analyst opinions, BKG has a consensus "buy" rating. The average price target of £4314.53 suggests 16.6% upside from current levels.

Frequently Asked Questions: BKG

What sector is BKG in?

BKG operates in the Consumer Cyclical sector, specifically in the Residential Construction industry. This sector includes retail, automotive, entertainment, and other consumer discretionary businesses.

How has BKG performed historically?

Over 38 years of trading history, BKG has posted gains in 23 years (61% of the time). The best year was 1993 with a +79.2% return. Past performance does not guarantee future results.

How can I invest in BKG?

You can invest in BKG through any brokerage account that offers access to the London Stock Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold BKG.

Does BKG pay dividends?

The Berkeley Group Holdings plc pays a dividend to shareholders with a current yield of 1.67%. This translates to £0.67 per share annually. The payout ratio of 9% indicates sustainable dividend coverage.

What does The Berkeley Group Holdings plc do?

The Berkeley Group Holdings plc is a Residential Construction company operating in the Consumer Cyclical sector. The company is headquartered in Cobham, United Kingdom.

What sector is BKG in?

BKG operates in the Consumer Cyclical sector, specifically in the Residential Construction industry.

When did BKG go public?

The Berkeley Group Holdings plc went public in 1988, making it a 38-year-old public company as of 2026.

How much would £1,000 invested in BKG 5 years ago be worth today?

A £1,000 investment in BKG five years ago would be worth approximately £821 today, representing a -17.9% return.

Does BKG pay dividends?

Yes, The Berkeley Group Holdings plc pays a dividend with a current yield of 1.67%, which is £0.67 per share annually.

What is BKG's market cap?

The Berkeley Group Holdings plc has a market capitalization of £3.5 billion, classifying it as a mid-cap company.

What is BKG's P/E ratio?

BKG has a trailing P/E ratio of 10.1 and a forward P/E of 10.7, which measures how much investors are paying per dollar of earnings.

Is BKG a buy, hold, or sell?

Based on 17 opinions, BKG has a consensus "buy" rating. The average price target is £4314.53.

Last updated: 3/14/2026