MJ Gleeson's shares fell c9% following 1H26 results, reflecting the Homes division’s performance, with progress constrained by two primary factors: a protracted planning process slowing site openings, particularly in the North and Midlands, where Government efforts to reduce red tape have not yet materialised; and consumer uncertainty, particularly pre-Budget, delaying purchasing decisions. However, like peers, the first five weeks of the spring selling season have shown positive demand indicato ....
12 Feb 2026
MJ Gleeson - One catalyst away from a re-rating
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MJ Gleeson - One catalyst away from a re-rating
MJ Gleeson PLC (GLE:LON) | 344 -75.7 (-6.2%) | Mkt Cap: 201.0m
- Published:
12 Feb 2026 -
Author:
Max Hayes -
Pages:
8 -
MJ Gleeson's shares fell c9% following 1H26 results, reflecting the Homes division’s performance, with progress constrained by two primary factors: a protracted planning process slowing site openings, particularly in the North and Midlands, where Government efforts to reduce red tape have not yet materialised; and consumer uncertainty, particularly pre-Budget, delaying purchasing decisions. However, like peers, the first five weeks of the spring selling season have shown positive demand indicato ....