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Kingfisher
(LSE:KGF)
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Rating:67Neutral
Price Target:
313.00 p
▼(-3.04% Downside)
Action:Reiterated
Date:08/06/26
The score is supported primarily by solid cash generation and a manageable balance sheet, reinforced by a constructive earnings call with clear guidance and shareholder returns. Offsetting factors are compressed profitability versus 2022, stretched technical momentum signals, and a valuation that looks less compelling given the earnings-pressure backdrop.
Positive Factors
Strong cash generation and manageable leverage
Robust free cash flow and moderate leverage provide financial flexibility to fund stores, technology and working capital while supporting shareholder returns. This combination strengthens resilience through changing demand conditions and gives Kingfisher capacity to pursue strategic investment without excessive balance-sheet strain.
Negative Factors
Flat revenue and thin recent profitability
Limited top-line growth and thin net margins leave less room to absorb wage, energy or pricing pressure. The decline in operating profit and net income from 2022 also indicates weaker earnings resilience, meaning sustained improvement will depend on renewed sales growth and continued cost control.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation and manageable leverage
Robust free cash flow and moderate leverage provide financial flexibility to fund stores, technology and working capital while supporting shareholder returns. This combination strengthens resilience through changing demand conditions and gives Kingfisher capacity to pursue strategic investment without excessive balance-sheet strain.
Read all positive factors
Kingfisher (KGF) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£4.75B
Dividend Yield4.3%
Average Volume (3M)4.76M
Price to Earnings (P/E)21.4
Beta (1Y)1.24
Revenue Growth1.26%
EPS Growth40.14%
CountryUK
Employees69,720
SectorConsumer Cyclical
Sector Strength84
IndustryHome Improvement
Share Statistics
EPS (TTM)0.13
Shares Outstanding1,648,945,100
10 Day Avg. Volume4,418,737
30 Day Avg. Volume4,755,876
Financial Highlights & Ratios
PEG Ratio0.60
Price to Book (P/B)0.96
Price to Sales (P/S)0.46
P/FCF Ratio5.59
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£320.50Price Target Upside-0.71% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)0.25
Revenue Forecast (FY)£13.10B
Kingfisher Business Overview & Revenue Model
Company Description
Kingfisher plc, along with its associated companies, is a prominent supplier of products and services for home improvement, concentrating its operations primarily in the United Kingdom, Ireland, and France, while also engaging in international mar...
How the Company Makes Money
Kingfisher makes money primarily by retailing home improvement goods and services through its store network and online channels. The core revenue stream is product sales across categories such as building materials, tools and hardware, kitchens an...
Kingfisher Earnings Call Summary
Earnings Call Date:Mar 24, 2026
(Q4-2026)
| % Change Since: |
Next Earnings Date:Sep 22, 2026
Earnings Call Sentiment Positive
The call presented a strong operational and financial performance with multiple clear execution wins: market share gains, robust e‑commerce and marketplace growth, improved gross margin, rising EPS, solid free cash flow, and a refreshed trade strategy driving increasing higher‑value sales. At the same time, there are notable challenges—a weak French market requiring a multi‑year recovery and restructuring at Castorama, some softness in Poland, ongoing cost headwinds (wages, packaging, potential freight/energy volatility), and a tougher near‑term comparative (seasonality/Homebase). Overall the positives (sustained growth, margin expansion, strong cash generation, successful strategic initiatives and shareholder returns) outweigh the negatives, which are mostly regional/temporary or being addressed through active programs.Positive Updates
Group Sales and Like‑for‑Like Growth
Total group sales of GBP 12.9 billion with like‑for‑like sales up +1.4% (excluding a -0.3% negative calendar impact).
Negative Updates
France Market Weakness and Castorama Restructuring
French market declined (c. -3% cited). Castorama like‑for‑like sales -2.2% amid significant restructuring (store rationalisation, head office changes and range reviews). France delivered modest retail operating profit of GBP 97 million with a 2.5% margin, below the medium‑term target of 5–7% and dependent on market recovery.
Read all updates
Q4-2026 Updates
Positive
Negative
Group Sales and Like‑for‑Like Growth
Total group sales of GBP 12.9 billion with like‑for‑like sales up +1.4% (excluding a -0.3% negative calendar impact).
Read all positive updates
Company Guidance
Kingfisher guided FY 2026‑27 adjusted profit before tax of £565–625m and free cash flow of £450–510m (midpoint c. £480m), with CapEx around £400m; they also launched a fifth £300m share‑buyback and proposed a 12.4p dividend, and reported net leverage of 1.4x. Medium‑term targets include £5bn of group trade sales, 30% e‑commerce penetration (one‑third from marketplaces), annual store‑space contribution of 1.5–2.5% of sales, a France margin target of c.5–7%, and retail‑media revenues targeted at ~3% of e‑commerce sales. Management flagged continued gross‑margin and cost/working‑capital opportunities while noting marketplace traction (B&Q marketplace GMV £518m, +58% YoY; cumulative marketplace GMV c.£1bn; marketplaces in France and Iberia at breakeven and B&Q marketplace profit contribution cited), marketplace take‑rates of ~10–15%, and reiterated the strong cash and profit base from FY25 (group sales £12.9bn; adjusted PBT £560m; adjusted EPS 23.8p; FCF £512m).Kingfisher Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
68
Positive
Cash Flow
72
Positive
| Breakdown | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 12.95B | 12.78B | 12.98B | 13.06B | 13.18B |
| Gross Profit | 4.93B | 4.76B | 4.78B | 4.79B | 4.93B |
| EBITDA | 1.30B | 1.09B | 1.25B | 1.32B | 1.71B |
| Net Income | 245.00M | 185.00M | 345.00M | 471.00M | 843.00M |
Balance Sheet | |||||
| Total Assets | 11.40B | 11.44B | 11.90B | 12.10B | 12.35B |
| Cash, Cash Equivalents and Short-Term Investments | 465.00M | 297.00M | 360.00M | 286.00M | 823.00M |
| Total Debt | 2.34B | 2.32B | 2.48B | 2.56B | 2.39B |
| Total Liabilities | 5.24B | 5.10B | 5.30B | 5.44B | 5.57B |
| Stockholders Equity | 6.16B | 6.34B | 6.60B | 6.66B | 6.78B |
Cash Flow | |||||
| Free Cash Flow | 1.05B | 980.00M | 954.00M | 364.00M | 770.00M |
| Operating Cash Flow | 1.46B | 1.30B | 1.32B | 820.00M | 1.18B |
| Investing Cash Flow | -362.00M | -316.00M | -339.00M | -432.00M | -385.00M |
| Financing Cash Flow | -988.00M | -997.00M | -898.00M | -943.00M | -1.03B |
Kingfisher Technical Analysis
Negative
322.80
Price Trends
304.84
Negative
293.35
Negative
301.99
Negative
Market Momentum
-3.57
Positive
34.36
Neutral
16.68
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:KGF, the sentiment is Negative. The current price of 322.8 is above the 20-day moving average (MA) of 314.29, above the 50-day MA of 304.84, and above the 200-day MA of 301.99, indicating a bearish trend. The MACD of -3.57 indicates Positive momentum. The RSI at 34.36 is Neutral, neither overbought nor oversold. The STOCH value of 16.68 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:KGF.
Kingfisher Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | £66.48M | 12.60 | 89.58% | 9.39% | 8.67% | ― | |
69 Neutral | £1.48B | 9.73 | 99.65% | 9.28% | 3.08% | -0.17% | |
68 Neutral | £4.00B | 14.96 | 22.80% | 2.94% | 4.15% | 5.60% | |
67 Neutral | £4.75B | 21.41 | 3.91% | 4.30% | 1.26% | 40.14% | |
67 Neutral | £222.01M | 14.20 | 24.66% | 3.17% | 7.34% | 169.28% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | £400.22M | 11.01 | 29.52% | 6.05% | 6.33% | 125.67% |
* Consumer Cyclical Sector Average
GB:KGF
Kingfisher
288.40
53.24
22.64%
GB:DNLM
Dunelm Group
749.50
-256.42
-25.49%
GB:HWDN
Howden Joinery
733.00
-82.58
-10.13%
GB:TPT
Topps Tiles
33.00
-1.13
-3.31%
GB:WIX
Wickes Group
180.20
-5.44
-2.93%
GB:VIC
Victorian Plumbing Group Plc
69.00
12.56
22.25%
Kingfisher Corporate Events
Business Operations and StrategyDelistings and Listing Changes
Kingfisher Adds Shares to LSE Listing Under Employee ShareSave Plan
Neutral
Sep 3, 2026
Kingfisher plc has admitted 128,003 additional ordinary shares of 15 5/7 pence each to trading on the London Stock Exchange’s main market under its existing ShareSave employee share plan. The new shares are fully fungible with existing stock...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Buyback with Completion of Second Tranche
Positive
Sep 3, 2026
Kingfisher has completed the second tranche of its previously announced £300 million share repurchase programme, buying back 16,124,103 shares for cancellation at a total cost of £50 million through Goldman Sachs International. With this...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300 Million Share Buyback With Further Share Cancellations
Positive
Sep 3, 2026
Kingfisher plc has continued to execute its £300 million share repurchase programme, buying back a total of 1,217,790 ordinary shares for cancellation between 1 and 2 September 2026 from Goldman Sachs International in on-exchange transactions...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Share Buyback With Further Cancellations
Positive
Sep 2, 2026
Kingfisher plc has continued executing its £300 million share repurchase programme, buying and cancelling a series of ordinary shares from Goldman Sachs International between 24 and 28 August 2026. The weekly transactions, carried out as on&#...
Regulatory Filings and Compliance
Kingfisher Confirms Total Voting Rights and Share Capital Structure
Positive
Sep 1, 2026
Kingfisher has confirmed that its issued share capital comprises 1,648,995,095 ordinary shares, each carrying one vote, with no shares held in treasury. The total number of voting shares now serves as the official reference figure for investors an...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Share Buyback With Further Share Cancellations
Positive
Aug 25, 2026
Kingfisher plc reported its latest weekly activity under a £300 million share repurchase programme, confirming the purchase and cancellation of 124,399 ordinary shares between 17 and 21 August 2026 via on-exchange transactions with Goldman Sa...
Executive/Board ChangesRegulatory Filings and Compliance
Kingfisher CTO acquires shares under incentive plan
Neutral
Aug 18, 2026
Kingfisher plc is a UK-based home improvement retail group operating multiple brands across Europe, selling DIY, building and home renovation products to both consumers and tradespeople. The company is listed on the London Stock Exchange and is a ...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Buyback With Further Share Cancellations
Positive
Aug 18, 2026
Kingfisher plc has continued executing its £300 million share repurchase programme, buying 124,873 ordinary shares for cancellation between 10 and 14 August 2026 from Goldman Sachs International in on-exchange transactions on the London Stock...
Stock Buyback
Kingfisher Advances £300m Buyback With Further Share Cancellations
Positive
Aug 11, 2026
Kingfisher plc has continued executing its £300 million share repurchase programme, buying and cancelling ordinary shares on the London Stock Exchange. Between 3 and 7 August 2026, the company purchased a total of 120,652 shares from Goldman ...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Share Buyback With Further Cancellations
Positive
Aug 4, 2026
Kingfisher plc has continued to execute its previously announced £300 million share repurchase programme, buying back and cancelling ordinary shares over the week of 27 to 31 July 2026. During this period, the company purchased a total of 115...
Regulatory Filings and Compliance
Kingfisher Confirms Total Voting Rights and Share Capital Structure
Neutral
Aug 3, 2026
Kingfisher PLC has confirmed that as of 31 July 2026 its issued share capital comprises 1,649,455,499 ordinary shares, each carrying one voting right and admitted to trading. The company holds no shares in treasury, meaning the full issued share c...
Executive/Board ChangesRegulatory Filings and Compliance
Kingfisher Discloses Share Transactions by Chief People Officer
Neutral
Jul 28, 2026
Kingfisher has disclosed a transaction by Chief People Officer Kate Seljeflot involving Kingfisher plc ordinary shares, in line with U.K. Market Abuse Regulation requirements. Seljeflot exercised nil-cost options under the company’s Alignmen...
Business Operations and StrategyStock Buyback
Kingfisher advances £300m buyback with further share cancellations
Positive
Jul 28, 2026
Kingfisher plc has continued to execute its £300 million share repurchase programme, buying a total of 11,906,163 ordinary shares for cancellation between 20 and 24 July 2026 through on-exchange transactions with Goldman Sachs International. ...
Regulatory Filings and Compliance
Kingfisher Discloses CTO’s Exercise and Sale of Share Options
Neutral
Jul 22, 2026
Kingfisher plc has disclosed a managerial share transaction involving Chief Technology Officer Chris Blatchford, in line with U.K. Market Abuse Regulation requirements. Blatchford acquired 75,000 ordinary shares through the exercise of nil-cost op...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Buyback With Fresh Share Cancellations
Positive
Jul 21, 2026
Kingfisher plc has continued to execute its £300 million share repurchase programme, buying and cancelling 2,390,232 ordinary shares from Goldman Sachs International between 16 and 17 July 2026 at volume-weighted average prices just under ...
Regulatory Filings and Compliance
Kingfisher CTO Reports Share Purchase Under Incentive Plan
Neutral
Jul 16, 2026
Kingfisher plc has disclosed a transaction by its Chief Technology Officer, Chris Blatchford, who acquired 53 ordinary shares under the company’s Share Incentive Plan. The purchase, executed on 15 July 2026 at £2.832 per share on the Lo...
Business Operations and StrategyStock Buyback
Kingfisher Launches Second £50m Tranche of £300m Share Buyback
Positive
Jul 16, 2026
Kingfisher plc has launched a second tranche of its share repurchase programme, appointing Goldman Sachs International to conduct a non-discretionary buyback of up to £50 million of shares for cancellation by 15 September 2026. This follows a...
Business Operations and StrategyDelistings and Listing Changes
Kingfisher Adds Shares From Employee Plan to LSE Listing
Positive
Jul 7, 2026
Kingfisher plc has admitted a further 155,524 ordinary shares to trading on the London Stock Exchange’s Main Market under its existing ShareSave Plan block admission. The newly issued shares, fungible with the existing stock, increase the co...
Business Operations and StrategyDividendsRegulatory Filings and Compliance
Kingfisher Executives Boost Holdings Through Dividend Reinvestment Plans
Positive
Jul 7, 2026
Kingfisher has disclosed a series of share acquisitions by senior executives under the UK Market Abuse Regulation, involving ordinary shares purchased via dividend reinvestment schemes. The transactions, all executed on 3 July 2026 on the London S...
Regulatory Filings and Compliance
Kingfisher Confirms Share Capital and Voting Rights for Disclosure Compliance
Neutral
Jul 1, 2026
Kingfisher PLC has confirmed that, as of 30 June 2026, its issued share capital comprises 1,663,721,240 ordinary shares, each carrying one vote and with none held in treasury. This sets the total number of voting shares at 1,663,721,240, establish...
Business Operations and StrategyExecutive/Board ChangesStock BuybackDividendsShareholder Meetings
Kingfisher shareholders back all resolutions at AGM
Positive
Jun 26, 2026
Kingfisher PLC reported that shareholders at its Annual General Meeting approved all 20 resolutions, including the receipt of the annual report and accounts and the declaration of a final dividend. Investors also backed the directors’ remune...
Business Operations and StrategyStock Buyback
Kingfisher Completes First £75m Tranche of £300m Share Buyback
Positive
Jun 18, 2026
Kingfisher plc has completed the first tranche of its previously announced £300 million share repurchase programme, aimed at buying back shares for cancellation. BNP Paribas SA, acting on the company’s behalf, acquired 26,649,016 shares...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Capital Return with Further Share Buybacks
Positive
Jun 18, 2026
Kingfisher has continued its £300 million capital return programme by repurchasing and cancelling 780,653 ordinary shares between 15 and 17 June 2026 through on-exchange transactions with BNP Paribas SA on the London Stock Exchange. This late...
Regulatory Filings and Compliance
Kingfisher Discloses B&Q Chief’s Share Option Exercise and Sale
Neutral
Jun 17, 2026
Kingfisher has disclosed a share transaction by Graham Bell, CEO of BQ UK and Ireland, under UK Market Abuse Regulation requirements. Bell exercised nil-cost options over 51,378 Kingfisher ordinary shares granted under the Kingfisher Alignment Sha...
Business Operations and StrategyStock Buyback
Kingfisher Advances £300m Buyback With Further Share Cancellations
Positive
Jun 16, 2026
Kingfisher plc has continued to execute its £300 million capital return programme, repurchasing and cancelling a further 9.5 million ordinary shares between 8 and 12 June 2026 through on-exchange transactions with BNP Paribas SA. The purchase...
Regulatory Filings and Compliance
Kingfisher CTO acquires shares under company incentive plan
Neutral
Jun 15, 2026
Kingfisher disclosed that its Chief Technology Officer, Chris Blatchford, acquired 52 ordinary shares in the company under the Kingfisher Share Incentive Plan. The transaction, executed on 15 June 2026 on the London Stock Exchange at a price of &#...
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.