0819 GMT - Taylor Wimpey's mixed messages over the coming year imply a 5% cut to 2026 consensus estimates, RBC Capital Markets analysts Anthony Codling and Oliver Dyson say in a note. Although the U.K. house builder guides for lower margins than in 2025, as first-time buyer demand remains subdued, it also reports the year has started well and that the planning environment is improving, the analysts say. "It seems that having fixed the supply side, the [U.K.] government needs to turn its attention to the demand side if it wants to hit its 300,000 homes per year target. We expect the share performance to be weak [Thursday]," they say. Shares are down 5.12 pence, or 4.9%, at 98.78 pence. (anthony.orunagoriainoff@dowjones.com)

(END) Dow Jones Newswires

January 15, 2026 03:19 ET (08:19 GMT)

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