Added to YB: 2026-02-11
Pitch date: 2025-11-20
UTG.L [bullish]
Unite Group PLC
-10.83%
current return
Author Info
No bio for this author
Company Info
Unite Group PLC is the UK's largest owner, manager and developer of purpose-built student accommodation (PBSA) serving the country's world-leading higher education sector.
Market Cap
GBP 2.4B
Pitch Price
GBP 4.97
Price Target
8.50 (+92%)
Dividend
8.18%
EV/EBITDA
20.21
P/E
-4.61
EV/Sales
10.66
Sector
Residential REITs
Category
value
Unite Group PLC - $UTG.L
UTG.L: UK's leading student housing operator (70k beds) down 35% YTD after 2% earnings miss, now at 30%+ NAV discount & 7% yield. Quality defensive niche w/ 95%+ occupancy, 16% UK market share. Key catalysts next week: Labour budget removes uncertainty + Analyst Day outlines pivot to asset sales/buybacks at 200bps spread to stock. PT 850p (+55%).
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