Grafton Group PLC reports resilient trading performance in Q1 2026, with 3.2% revenue growth to £830.1m, driven by acquisitions in Spain (Mercaluz) and Ireland (Cygnum) and strong performance in Iberia, Ireland, and Northern Europe, offsetting weak Great Britain markets. Average daily like-for-like sales were flat, with growth in three of four markets counterbalancing a 5.0% decline in Great Britain. Full-year 2026 adjusted operating profit is expected to range between £190m-£200m, supported by acquisitions and disciplined cost control. The company highlights ongoing supply chain risk management, inflationary pressures, and a strong balance sheet, positioning it well for future opportunities despite geopolitical uncertainties.
| Period | Revenue | Net Income | FCF | Net Debt |
|---|---|---|---|---|
| Q4 2025 | 1.3B | 67.8M | 120.3M | 123.4M |
| Q2 2025 | 1.3B | 68.7M | 101.5M | 297.3M |
| Q4 2024 | 1.1B | 64.7M | 105.6M | 281.7M |
| Q2 2024 | 1.1B | 57.3M | 113.6M | 196.8M |
| Q1 2024 | 568.6M | 28.7M | 56.8M | -211.1M |
| Q4 2023 | 1.1B | 73.9M | 98.4M | 249.3M |
Annual Financial Power
Last 5 Years
| Period | Revenue | Net Income | EBITDA | FCF |
|---|---|---|---|---|
| FY 2025 | 2.5B | 136.6M | 313.4M | 232.3M |
| FY 2024 | 2.3B | 122.0M | 310.6M | 200.0M |
| FY 2023 | 2.3B | 148.7M | 333.4M | 220.0M |
| FY 2022 | 2.3B | 208.6M | 386.8M | 159.5M |
| FY 2021 | 2.1B | 206.8M | 371.1M | 194.6M |
Structure DNA
Market Structure DNA
Yield Compounder profile with trend mixed
Price is 67.7% through the 52-week range, +3.0% vs 50DMA and +4.4% vs 200DMA. 73.9% of the register is locked by institutions and insiders, leaving 26.1% free float. Capital rhythm reads semi-annual with forward yield near 3.9% and payout around 36.4%.
Trend mixed
Institutional gravity
Reliable income rhythm
As Of 2026-04-19
Yield Compounder
Structure Score
76.8 / 100
Yield Compounder
Trend Stack
+3.0% / +4.4%
vs 50DMA / 200DMA
52W Position
67.7%
auction position inside the yearly range
Ownership Lock
73.9%
62.2% institutions | 11.7% insiders
Pressure Pocket
26.1% free float
Vendor short-float fields were not supplied
Capital Rhythm
Semi-Annual
Yield 3.9% | payout 36.4%
Trend Runway
Implied spot is 962.00 with the stock +3.0% vs 50DMA and +4.4% vs 200DMA. The tape is sitting 67.7% through the 52-week range, which frames the regime as trend mixed.
Ownership Register
Institutions hold about 62.2% and insiders about 11.7%, locking roughly 73.9% of the register and leaving 26.1% in free float. That reads as institutional gravity.
Pressure Pocket
The API did not return a usable short-float field for this ticker, so the pressure score leans more on float lock and crowding than a full short ledger.
Capital Rhythm
Dividend cadence reads semi-annual with 2 event(s) in the last full year, a five-year average of 2.2, and stability score 80.0/100. Forward yield sits near 3.9% while payout is around 36.4%.
Structure Score
One-glance gauge for the current market-structure regime.
Pillar Radar
Trend, ownership, pressure, and capital rhythm mapped on one wheel.
Position And Float Balance
Shows whether the stock is extended, tightly held, or carrying capital-return support.
Dividend Cadence Tape
Historical dividend-event counts help reveal how dependable the income rhythm has been.
Dividend Cadence Ledger
Semi-Annual
| Year | Dividend Count | Context |
|---|---|---|
| 2026 | 1 | Current partial year |
| 2025 | 2 | Full year |
| 2024 | 2 | Full year |
| 2023 | 2 | Full year |
| 2022 | 2 | Full year |
| 2021 | 3 | Full year |
| 2020 | 1 | Full year |
| 2019 | 2 | Full year |
Structure Facts
Live Snapshot
Implied Spot
962.00
derived from market cap / shares
52W High
1,023.07
upper auction edge
52W Low
833.98
lower auction edge
Beta
1.16
volatility character
Shares Out
193.1M
fully diluted count
Shares Float
157.2M
tradable register
Shares Short
0
borrowed stock
Short Ratio
0.0x
days-to-cover style read
Ex-Dividend
2026-04-23
4 day(s) to ex-date
Dividend Pay
-
payment date not supplied
Last Split
10:1
2001-05-14
Capital Radar
Capital Regime
—
Building signal blend...
Smart Money Tilt
—
Public vs institutions
Target Conviction
—
Broker coverage pulse
Insider Pressure
—
Director + TR1 flow
Last Held Position
-
Public Hands
-
Institutions
2.66
Institutions As Of
2026-04-16
Avg Broker Target
1135.0
Upside Vs Price
38.36%
Purchase Director Dealing
3
Sale Director Dealing
7
Purchase TR1
2
Sale TR1
2
Broker Coverage Rows
2
Institution Holders Tracked
1
Public Vs Institutional Ownership (3D)
Top Institution Holders (Latest Per Holder)
Director Dealing Sentiment Flow
Broker Target Bias
Signal: Pending
Capital Momentum Matrix
Broker Targets Vs Price
Aggregated Institution Weight By Holder
Short Data - Last 30 Days
Nexus Pulse Engine
Overall Buy/Sell/Hold
Signal: Pending
Technical Composite
Signal: Pending
Financial Composite
Signal: Pending
Fundamental Composite
Signal: Pending
Short Pressure
Signal: Pending
Momentum Bias
Signal: Pending
Volatility Lab
ATR(14)
Realized Vol (20d)
Volume Spike Z
AI Charts
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Live Tape
Data 2026-06-01
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Automated Signalling
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RSI Gauge
Price Change
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