Browsing Tag
FTSE 100
45 posts
Persimmon (LON: PSN) reports private forward sales up 7% to £1.8bn as Iran war cost inflation looms over H2 2026
Persimmon's private forward sales jumped 7% to £1.80bn, but the harder question is whether vertical integration can blunt the looming second-half cost shock.
April 30, 2026
GSK trades near 2,027p as Q1 core EPS rises 9%, full-year 2026 guidance reaffirmed
GSK beat the top line and held guidance, but the harder question is whether Specialty Medicines can keep outrunning the Vaccines and General Medicines drag.
April 29, 2026
Lloyds Banking Group (LSE: LLOY) Q1 2026 profit jumps 33% to £2bn as NIM hits 3.17% and guidance raised
Lloyds beat Q1 by 14%, lifted 2026 guidance, then watched its shares drop. The structural hedge is masking a UK macro reset that could test asset quality.
April 29, 2026
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.
April 22, 2026
IAG up 6% today — is the Iran sell-off finally bottoming out before Q1 numbers?
IAG (LSE: IAG) rebounds to 408p as oil retreats and analyst targets cluster at 500p. Full retail investor roadmap ahead of the 8 May 2026 Q1 results.
April 17, 2026
Intertek Group (LON: ITRK) surges 12% as demerger plan reshapes the investment case
Intertek Group (LON: ITRK) surged 12% on 14 April 2026 after launching a strategic review to split into two businesses. Q1 revenue hit £838.5m. Full retail investor analysis here.
April 14, 2026
BP (LSE: BP.) investor roadmap: What retail investors need to watch before the April 28 results
BP will release Q1 2026 results on April 28 under new CEO Meg O'Neill. Here is the full retail investor roadmap covering the reset strategy, Castrol sale, debt targets, and what to watch on the call.
April 7, 2026
NEXT plc (LON: NXT) delivers record profit of £1.16bn as international surge and brand portfolio drive 17% EPS growth
NEXT plc (LON: NXT) delivers record FY2026 pre-tax profit of £1,158m, 17% EPS growth, and 35% international sales surge. Full analysis of results, guidance and outlook. Read more.
March 26, 2026
Persimmon (LSE: PSN) delivers 12% completion growth and 13% profit rise as vertical integration and brand diversification sharpen competitive edge
Persimmon (PSN) reports 12% volume growth and 13% profit rise in 2025. Analyst buy consensus, 1,600p target. Read the full strategic breakdown.
March 15, 2026
M&G plc (LSE: MNG) posts record £375.9bn AUMA and £7.8bn net inflows in FY2025 as Dai-ichi partnership reshapes growth outlook
M&G plc (MNG) posts record £375.9bn AUMA, £7.8bn net inflows and a US$6bn Dai-ichi pipeline in FY2025 results. Read the full analysis.
March 12, 2026