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Foxtons
(LSE:FOXT)
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Rating:67Neutral
Price Target:
42.00 p
▲(7.97% Upside)
Action:Reiterated
Date:08/29/26
The score is driven primarily by solid financial performance (multi-year revenue growth, sustained profitability since 2022, and improved leverage into 2025), tempered by a 2025 earnings dip and uneven free-cash-flow consistency. Technicals are the main drag due to the stock trading below key longer-term moving averages with a negative MACD, while valuation is supportive with a moderate P/E and modest dividend yield.
Positive Factors
Sustained Revenue Growth and Profitability
Revenue expansion through 2025 and profitability since 2022 indicate stronger operating scale and a more resilient earnings base than during the 2020–2021 loss-making period. This supports reinvestment and improves the company’s ability to absorb normal housing-market fluctuations.
Negative Factors
2025 Earnings and Margin Pressure
The decline in net income despite revenue growth shows that incremental sales did not translate fully into earnings. Persistent cost pressure or margin normalization could limit operating leverage and weaken the durability of recent profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue Growth and Profitability
Revenue expansion through 2025 and profitability since 2022 indicate stronger operating scale and a more resilient earnings base than during the 2020–2021 loss-making period. This supports reinvestment and improves the company’s ability to absorb normal housing-market fluctuations.
Read all positive factors
Foxtons (FOXT) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£113.56M
Dividend Yield1.25%
Average Volume (3M)490.95K
Price to Earnings (P/E)13.6
Beta (1Y)0.47
Revenue Growth-0.77%
EPS Growth-44.83%
CountryUK
Employees913
SectorReal Estate
Sector Strength53
IndustryReal Estate - Services
Share Statistics
EPS (TTM)0.03
Shares Outstanding295,778,200
10 Day Avg. Volume590,338
30 Day Avg. Volume490,952
Financial Highlights & Ratios
PEG Ratio-1.84
Price to Book (P/B)1.23
Price to Sales (P/S)1.04
P/FCF Ratio7.46
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.05
Revenue Forecast (FY)£174.95M
Foxtons Business Overview & Revenue Model
Company Description
Foxtons Group Plc is a holding company, which provides real estate services. It operates through the following segments: Sales, Lettings, and Financial Services. The Sales segment engages in the sales of residential property. The Lettings segment ...
How the Company Makes Money
Foxtons makes money mainly by earning fees and commissions tied to residential property transactions and ongoing rental relationships. (1) Sales: When a property is sold through Foxtons, it earns an agency fee (typically a percentage of the sale p...
Foxtons Earnings Call Summary
Earnings Call Date:Mar 05, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Mar 10, 2027
Earnings Call Sentiment Positive
The call presents a broadly positive operational and financial picture driven by a Lettings-led strategy: revenue and EBITDA grew 5%, Lettings showed margin and contribution expansion, the tenancy portfolio and market share increased materially, acquisitions are delivering above-target returns, cash generation improved, and the balance sheet is strong. Key challenges include a flat group adjusted operating profit, sales segment weakness and volatility, rising overheads and a near-term GBP 10m working capital investment to transition billing ahead of the Renters' Rights Act. Management emphasizes continued cost discipline, integration of recent acquisitions and leveraging AI/technology to improve productivity. On balance the positive Lettings momentum, cash strength and successful acquisitions outweigh the headwinds in Sales and short-term cost pressures.Positive Updates
Group revenue and EBITDA growth
Group revenue increased 5% year-on-year to GBP 172.5m (GBP +8.6m) and adjusted EBITDA grew 5% to GBP 25.3m, demonstrating top-line resilience despite a challenging operating environment.
Negative Updates
Flat group adjusted operating profit and margin headwinds
Adjusted operating profit was flat at GBP 22.2m despite revenue growth; group adjusted operating profit margin decreased by 60 basis points to 12.9%, reflecting external cost pressures (employer national insurance, living wage increases) and higher overheads.
Read all updates
Q4-2025 Updates
Positive
Negative
Group revenue and EBITDA growth
Group revenue increased 5% year-on-year to GBP 172.5m (GBP +8.6m) and adjusted EBITDA grew 5% to GBP 25.3m, demonstrating top-line resilience despite a challenging operating environment.
Read all positive updates
Company Guidance
Guidance for 2026 is for year‑on‑year revenue and profit growth, driven by a Lettings‑led strategy anchored on a >32,000‑tenancy portfolio (up >50% over 5 years) that accounted for c.64%–>2/3 of group revenue in 2025 and underpins resilient, recurring cashflows; management expects Lettings market dynamics to persist (rents have grown at a 7% CAGR since 2021 with a medium‑term return to inflation‑linked growth), incremental Lettings revenue to annualize from the Milton Keynes and Birmingham deals, and further share gains from the Renters’ Rights Act opportunity. Key financial and operational metrics and actions: target to complete the transition to annual billing by 2027 with an estimated GBP10.0m working‑capital investment across 2026–27; deliver GBP1.5m of annualized HQ cost savings from Jan‑2026; maintain strict cost discipline; pursue acquisitive growth (management’s ambition is c.15 deals in 2026 from c.10 done to date) targeting aggregate returns ≥20%; and sustain shareholder returns (full‑year dividend 1.17p, final 0.93p; c.5.5m shares bought back and total shareholder returns c.GBP9.1m). Balance sheet guidance: preserve covenant headroom (net debt at 31 Dec 2025 GBP16.9m; net free cash flow GBP11.2m, +14%; adjusted EBITDA GBP25.3m, +5%; adjusted operating profit GBP22.2m, broadly flat), RCF at GBP40m (extended to June‑2028), leverage 0.7x vs covenant 1.75x, interest cover 24x vs covenant 4x, and a target year‑end net‑debt/adjusted‑EBITDA <1.25x.Foxtons Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 170.17M | 172.53M | 163.93M | 147.13M | 140.32M | 126.47M |
| Gross Profit | 83.29M | 93.18M | 104.86M | 93.25M | 77.56M | 64.95M |
| EBITDA | 31.00M | 37.23M | 35.89M | 24.87M | 27.57M | 22.68M |
| Net Income | 8.35M | 12.85M | 14.00M | 5.49M | 9.13M | -6.17M |
Balance Sheet | ||||||
| Total Assets | 278.28M | 272.42M | 268.16M | 251.35M | 226.18M | 231.19M |
| Cash, Cash Equivalents and Short-Term Investments | 1.85M | 5.47M | 5.32M | 4.99M | 12.03M | 19.37M |
| Total Debt | 67.99M | 62.41M | 60.77M | 59.38M | 46.46M | 48.08M |
| Total Liabilities | 133.11M | 127.45M | 129.18M | 125.74M | 103.51M | 107.68M |
| Stockholders Equity | 145.17M | 144.97M | 138.98M | 125.61M | 122.67M | 123.50M |
Cash Flow | ||||||
| Free Cash Flow | 19.68M | 23.99M | 22.08M | 12.06M | 20.32M | 21.49M |
| Operating Cash Flow | 23.20M | 26.86M | 24.75M | 15.67M | 24.03M | 23.47M |
| Investing Cash Flow | -15.33M | -9.21M | -14.38M | -17.20M | -16.26M | -16.11M |
| Financing Cash Flow | -8.60M | -17.49M | -10.04M | -5.51M | -18.83M | -21.25M |
Foxtons Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | £271.77M | 16.66 | 20.71% | 4.69% | 5.96% | -2.01% | |
75 Outperform | £288.48M | 15.08 | 12.56% | 4.17% | 25.19% | 72.02% | |
73 Outperform | £22.20M | 13.60 | 24.42% | 7.44% | -0.54% | -7.87% | |
71 Outperform | £1.28B | 9.73 | 6.53% | 3.26% | -23.35% | 20.53% | |
67 Neutral | £113.56M | 13.57 | 5.76% | 3.05% | -0.77% | -44.83% | |
67 Neutral | £1.78B | 23.73 | 8.94% | 3.22% | 7.29% | 20.68% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% |
* Real Estate Sector Average
GB:FOXT
Foxtons
38.40
-15.18
-28.33%
GB:GRI
Grainger
173.70
-12.40
-6.66%
GB:LSL
LSL Property Services
278.00
21.29
8.29%
GB:WINK
M Winkworth
172.00
-16.73
-8.86%
GB:TPFG
The Property Franchise
452.50
-86.72
-16.08%
GB:SVS
Savills
1,070.00
195.53
22.36%
Foxtons Corporate Events
Other
Foxtons Executive Increases Stake With Share Purchase
Positive
Aug 10, 2026
Foxtons Group plc disclosed that person discharging managerial responsibilities John (Jack) Callaway purchased 100,000 ordinary shares in the company on 10 August 2026. The transaction, executed on the London Stock Exchange at a price of £0.3...
Business Operations and StrategyDividendsFinancial DisclosuresPrivate Placements and Financing
Foxtons leans on recurring lettings income as sales slump and RRA bites
Negative
Jul 30, 2026
Foxtons reported a 3% drop in first-half revenue to £83.7m and a 29% fall in adjusted operating profit to £8.9m, as London sales volumes weakened and the Renters’ Rights Act triggered elevated tenant-led terminations that reversed ...
Business Operations and StrategyFinancial Disclosures
Foxtons warns on profit as Renters’ Rights Act and weak sales market bite
Negative
Jul 16, 2026
Foxtons warned that trading since its first-quarter update has been hit by a prolonged downturn in the sales market and short-term volatility in lettings following the UK’s new Renters’ Rights Act, which scrapped fixed tenancy terms an...
Regulatory Filings and Compliance
Foxtons updates market on total voting rights and share capital
Neutral
Jul 1, 2026
Foxtons Group plc has updated the market on its capital structure, confirming that as of 30 June 2026 it had 319,186,271 ordinary shares in issue, of which 23,408,062 are held in treasury. This leaves 295,778,209 voting rights in the company, refl...
Regulatory Filings and Compliance
Foxtons Updates Market on Total Voting Rights and Share Capital
Neutral
Jun 1, 2026
Foxtons Group plc has confirmed that as of 31 May 2026 its issued share capital stands at 319,186,271 ordinary shares of 1 pence each, with 23,434,080 of those shares held in treasury. As a result, the total number of voting rights currently exerc...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.