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5 insiders bought €260k of shares over the last 90 days, the latest by Katharine Poulter, filed 25 Sept 2026.
Insider Decl.
121
Thresholds
n/a
Buy Volume
€5M
58 ops. · all time
Sell Volume
€7M
27 ops. · all time
Who traded when
BuySaleAjay Kavan5 buys
Clodagh Moriarty1 buy4 sales
Karen Witts1 buy2 sales
Luisa Wright1 buy2 sales
Alison Brittain2 buys
Dan Taylor1 buy
+3 other insiders
Since the insiders bought
- +9.6%Entry £7.83 · Close 22 Oct 2026 £8.58
- +12.5%Entry £7.87 · Close at T+30 £8.85
- +14.4%Entry £7.50 · Close 22 Oct 2026 £8.58
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Dunelm Group plc Buy (bullish), based on 13 analysts. Average price target: £9.94.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 1,400 of 26,250 companies
78.5
score / 100
Value81
Quality76
FCF yld13%
Earn yld8.7%
EV/EBITDA6.9x
ROE116%
Gross mgn53%
Net mgn8.5%
Debt/EBITDA1.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
£8.85
Analyst consensus
13 analystsBuy
£5.90Target £9.94(+12%)£12.00
Income statement
Revenue£1.8B
Gross profit£959M53% margin
EBITDA£312.6M17% margin
Net income£155.5M8.5% margin
Valuation
PER (trailing)11.5x
PER (forward)1100.6x
P/Book1200.1x
Beta1.03
Balance sheet & cash
Market cap£1.8B
Total debt£383.9M
Free Cash Flow£227.7M
Debt / Equity259%
Profitability & ownership
ROE116.3%
ROA18.8%
% insiders38.6%
% institutions50.9%
Last declaration on 29 September 2026
Declarations121 total
149,248 shares@ £8.000.021% mcap11.7% of flowOutside a trading venue London Stock Exchange (XLON)FCA-NSM:0a3b6427-2e09-4f27-b7e4-d3fec3348a9d
149,248 shares@ £8.000.024% mcap9.3% of flowOutside a trading venue London Stock Exchange (XLON)RNS:9796511
2,500 shares@ £7.850.0011% mcap100.0% of flowOutside a trading venue (OTC)FCA-NSM:6792434d-23dc-44e5-9498-7cc13784f625
Canonical exit: 24 Dec 2026 (T+90)
7,781 shares@ £7.92670.0034% mcap1.5% of flowLondon Stock Exchange (XLON)RNS:9787084
Canonical exit: 22 Dec 2026 (T+90)
3,302 shares@ £7.530.0014% mcap12.9% of flowLondon Stock Exchange (XLON)RNS:9775756
Canonical exit: 16 Dec 2026 (T+90)
3,302 shares@ £7.530.0014% mcap12.9% of flowLondon Stock Exchange (XLON)FCA-NSM:01a81c05-cb0b-4df5-bf40-e21d13b76762
Canonical exit: 15 Dec 2026 (T+90)
2,500 shares@ £7.47920.0010% mcap13.0% of flowLondon Stock Exchange (XLON)RNS:9765887
Canonical exit: 9 Dec 2026 (T+90)
10,000 shares@ £7.32290.0040% mcap43.6% of flowLondon Stock Exchange (XLON)RNS:9764315
Canonical exit: 9 Dec 2026 (T+90)
33,966 sharesOutside a trading venueRNS:9612442
33,966 sharesOutside a trading venueRNS:c29cd3ad-b135-4047-8163-b15638c77ed1
3,947 shares@ £7.558915.3% of flowLondon Stock Exchange (XLON)ISIN GB00B1CKQ739RNS:b8d0fd63-dcbc-4db1-b672-a58aa20ceb28
Canonical exit: 10 Aug 2026 (T+90)
12,500 shares@ £7.63739.3% of flowLondon Stock Exchange (XLON)RNS:1bcea63f-f1a7-44ed-83cf-5aac98af1259
Canonical exit: 6 Aug 2026 (T+90)
83,103 shares@ £7.78524.8% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:270c88c9-4b6a-4040-9e07-c04a1c71e18f
2,698 shares@ £6.671.3% of flowOutside a trading venueRNS:34381686-2f06-46b2-af0e-d5c29f5ced34
2,442 shares@ £9.63444.6% of flowLondon Stock Exchange (XLON)RNS:fbd0f1d0-3dba-4524-b067-5ffddcadf391
Canonical exit: 14 May 2026 (T+90)
0100.0% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:52642550-4a3e-44c7-b26e-34955271afdc
3,220 shares@ £10.67517.4% of flowLondon Stock Exchange (XLON)RNS:dde0e671-28d7-41b3-a0c2-b4b033f8b106-1
Canonical exit: 23 Feb 2026 (T+90)
0Outside a trading venueRNS:dde0e671-28d7-41b3-a0c2-b4b033f8b106-0
00.0% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:c3d89e58-a674-4ece-a4ea-a692031a1dc3
7,000 shares@ £11.64100.0% of flowLondon Stock Exchange (XLON)RNS:c881908b-1c7d-44db-a214-34f0f0e1fff0
Canonical exit: 2 Feb 2026 (T+90)
0Outside a trading venueRNS:5884516
26,461 shares@ £11.4416.0% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:5877458-1
159,555 shares@ £11.4828.3% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:5877458-0
0Outside a trading venueRNS:5844742
75,773 shares@ £11.7848.3% of flow1. Outside a trading venue 2. London Stock Exchange (XLON)RNS:5698243
25 of 121 declarations
About Dunelm Group plc
At Dunelm Group plc, the three largest purchases come from the same executive: Andy Harrison (Chairman) bought EUR 581,470 on May 29, 2018, EUR 563,367 on January 19, 2018 and EUR 468,558 on February 23, 2017. The record counts 58 purchases (51 with an amount) worth EUR 4.8 million, median EUR 35,285, or 68% of open-market trades. William Reeve (Non-Executive Director) signs 9 filings, all purchases.
Sales weigh more: 27 (21 with an amount) worth EUR 12.5 million, median EUR 346,580. The largest is by Clodagh Moriarty (Chief Executive Officer), EUR 2,097,122 on October 28, 2025; Nick Wilkinson (Chief Executive Officer) sold EUR 1,593,440 on December 6, 2023 and EUR 1,406,455 on October 22, 2021. From September 10 to September 25, 2026, 5 insiders bought for EUR 259,645. Across the full history, 32 purchase filings are classed as clustered.
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Of 121 filings from 35 insiders since September 21, 2016, 25 are grants and 7 are option exercises. Nick Wilkinson signs 19. Annual volume goes from 2 in 2016 to 20 in 2021. Insiders hold 38.6% of this UK retail company. Filings are published the same day at the median (0 days). Over the last twelve months: 23 filings, 11 purchases, 7 sales.
For the 47 purchases with a 90-day result, the median is -3.4% and 43% are positive (recorded past results, not a forecast).
