Kaufman & Broad (KOF.PA Euronext) +1.12% pre-earnings 28 Jan 2026: dividend focus

Kaufman & Broad (KOF.PA Euronext) +1.12% pre-earnings 28 Jan 2026: dividend focus

Kaufman & Broad shares (KOF.PA stock) trade at €31.60, up 1.12% intraday as investors position ahead of the company’s earnings due 28 Jan 2026 at 16:30 UTC. The builder reports with a trailing EPS of €2.39 and a modest PE of 13.18, leaving room for market reaction to guidance and dividend clarity. Volume is lighter than the 50-day average but above session norms at 6,956 shares, reflecting selective buying. This earnings release will test margins, order intake and whether management keeps the current €2.20 dividend policy intact.

Earnings due 28 Jan 2026: what KOF.PA stock investors should watch

Kaufman & Broad reports after the market on 28 Jan 2026 at 16:30 UTC, a timing that typically concentrates reaction into the close and early next session. Key figures to watch are reported EPS €2.39, revenue trends and any change to management guidance and booking momentum.

Margins and backlog commentary matter. FY 2024 showed revenue contraction and net income down 25.24% year-on-year, so investors will look for signs of stabilisation in orders, cost control and whether the company can sustain the €2.20 dividend.

Price action and technicals for KOF.PA stock

Intraday price is €31.60 with a session range €31.55–€31.85 and a previous close of €31.25, up €0.35 or 1.12%. The 50-day average at €29.60 and 200-day average at €30.76 both sit below the current level, signalling short-term strength.

Technical indicators are neutral-to-positive: RSI 58.27, MACD 0.14 (signal 0.14), ATR €0.48 and CCI 110.70. Trade volume 6,956 is below the 3-month average 16,594, so any post-earnings move may require higher liquidity to confirm a trend.

Valuation, dividends and cash metrics for KOF.PA stock

Kaufman & Broad trades on PE 13.18 and PB 2.94, below many consumer cyclicals where the sector average PE is roughly 20.19, indicating a cheaper multiple. Price-to-sales is 0.55 and enterprise value to sales is 0.24, reflecting a capital-light model.

Cash metrics are strong: cash per share €20.20, free cash flow yield 15.42%, and dividend per share €2.20 implying a dividend yield near 6.98% at today’s price. These figures support income-focused investor interest but also raise questions on payout sustainability if margins weaken.

Meyka AI rates KOF.PA with a score out of 100 and forecast for KOF.PA stock

Meyka AI rates KOF.PA with a score out of 100: 69.00 | Grade B | Suggestion: HOLD. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The company rating data also shows an independent rating of A / Buy dated 27 Jan 2026.

Meyka AI’s forecast model projects a monthly level of €30.48 and a yearly target of €30.06 versus the current €31.60, implying a modest downside of -4.86% to the 12‑month projection. Forecasts are model-based projections and not guarantees. Suggested realistic price targets: conservative €28.00 and bullish €36.00, driven by improved bookings and margin recovery.

Risks and catalysts that will move KOF.PA stock

Primary risks include a weak French housing market, higher financing costs for buyers, and slower order conversions; FY 2024 revenue and net income trends were negative. Receivables days and inventory cycles remain long, which can strain working capital if sales slow.

Catalysts include stronger-than-expected order intake, clearer guidance on margins, and confirmation of the dividend. Sector momentum in Europe’s Consumer Cyclical space and any fiscal support for residential construction in France would also be positive triggers.

Trading notes and strategy for KOF.PA stock

Short-term traders should watch post-release volume and the €30.76 200-day moving average as a support pivot. A close above €33.00–€34.00 on rising volume would validate the bullish scenario toward the €36.00 target.

Income investors focused on the ~6.98% yield should weigh dividend reliability against earnings volatility. Use tight stop-losses near €28.00 on any breakdown, and consider position sizing to manage exposure to sector cyclicality.

Final Thoughts

Kaufman & Broad (KOF.PA stock) opens earnings day with the share price at €31.60, a 1.12% intraday gain, and broad investor focus on dividend policy, backlog and margin guidance. Valuation metrics — PE 13.18, PB 2.94, and FCF yield 15.42% — point to attractive cash returns versus sector peers but are offset by recent revenue and net income declines. Meyka AI’s model projects a yearly level of €30.06, implying a -4.86% move from today’s price, and assigns a 69.00 score (Grade B, HOLD), reflecting mixed fundamentals and a stable balance sheet. For traders, the key short-term levels are €30.76 (200-day MA) and €33.00–€34.00 for upside confirmation. For longer-term income investors, the €2.20 dividend and cash per share €20.20 support interest, but payout sustainability hinges on the earnings update and order trends. Remember, Meyka AI’s forecasts are model-based projections and not guarantees.

FAQs

When does Kaufman & Broad report earnings and what matters most?

Kaufman & Broad reports on 28 Jan 2026 (16:30 UTC). Investors will focus on EPS, margin guidance, backlog and any change to the €2.20 dividend. Those items will drive near-term moves in KOF.PA stock.

What valuation metrics should I check for KOF.PA stock?

Key metrics: PE 13.18, PB 2.94, price-to-sales 0.55 and free cash flow yield 15.42%. Compare these to the consumer cyclical peer group to judge relative value for KOF.PA stock.

What is Meyka AI’s view and price outlook for KOF.PA stock?

Meyka AI rates KOF.PA 69.00 (Grade B, HOLD). The model projects a yearly level €30.06 and monthly €30.48, implying modest downside from €31.60. Forecasts are projections, not guarantees.

What are the main risks to KOF.PA stock after earnings?

Main risks include weaker bookings, tighter mortgage costs reducing demand, and margin pressure that could force dividend cuts. Watch order intake and cash conversion cycle closely after the report for KOF.PA stock.

Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.

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