LSE:NG 17 March 2026 - 18 May 2026

National Grid shares edge higher as £70bn grid plan draws UBS caution

National Grid shares edge higher as £70bn grid plan draws UBS caution

National Grid shares rose 1.83% to 1,253.50p/1,254.50p in late-morning London trading Tuesday, continuing a rebound after last week’s profit miss. The company plans at least £70 billion in grid investment through 2031, but faces questions over debt, valuation, and execution risk. Operating profit rose 10% to £5.43 billion, though adjusted profit missed consensus due to higher U.S. storm costs.
May 19, 2026
National Grid Shares Bounce After Friday Rout as £70 Billion Grid Bet Faces Storm Test

National Grid Shares Bounce After Friday Rout as £70 Billion Grid Bet Faces Storm Test

National Grid shares rose 1.85% to 1,210p in early London trading Monday, partly rebounding from Friday’s sharp drop after missing annual profit forecasts. The company reported adjusted operating profit of £5.68 billion versus a consensus of £5.75 billion, with storm-related costs up 7.4% to £636 million. Barclays raised its price target to 1,500p and kept an “overweight” rating. Utilities broadly recovered after last week’s sector sell-off.
May 18, 2026
National Grid plc’s £70 Billion Grid Bet Just Hit a Storm-Cost Test

National Grid’s 8% Drop Turns Monday Into a Test of the UK Dividend Trade

National Grid shares plunged 7.94% to 1,188p Friday amid a sharp selloff in UK utilities, following a miss on full-year profit estimates and rising storm costs in its U.S. business. The FTSE 100 fell 1.7% as gilt yields spiked on political and inflation fears. National Grid committed to at least £70 billion in capital spending over five years, reporting record annual investment and a 48.49p dividend.
May 16, 2026
National Grid plc’s £50 Million Grid Fix: New Line Sensors Aim to Cut UK Power Bottlenecks

National Grid plc’s £50 Million Grid Fix: New Line Sensors Aim to Cut UK Power Bottlenecks

National Grid plc will install dynamic line rating technology on 585 km of transmission lines in England and Wales, aiming to save consumers up to £50 million over five years. The rollout targets key north-to-south routes and will cover 39 circuits, mainly to ease grid congestion as Britain increases renewable power flows. The work involves LineVision, Ampacimon, and Heimdall Power under a five-year contract.
April 30, 2026
National Grid plc seals £3 billion Eastern Green Link 4 deals as UK grid upgrade speeds up

National Grid plc seals £3 billion Eastern Green Link 4 deals as UK grid upgrade speeds up

National Grid secured £3 billion in supply-chain contracts for the 2-gigawatt Eastern Green Link 4 subsea power line between Fife and Norfolk, awarding Siemens Energy the converter stations and Prysmian the cable supply. Main construction is set for 2028–2033, pending planning consent. National Grid recently raised its FY31 investment plan to at least £70 billion. Shares rose about 2% in London.
March 30, 2026
National Grid Share Price Today: Stock Holds Near Highs as UBS Sell Call Challenges £70 Billion Plan

National Grid Share Price Today: Stock Holds Near Highs as UBS Sell Call Challenges £70 Billion Plan

National Grid shares rose 0.5% to 1,362.75p in London on Tuesday, recovering part of Monday’s 1.27% drop after UBS cut its rating to Sell and raised its target price to 1,160p. The company’s shares remain up 19.5% this year after unveiling a £70 billion investment plan, but face regulatory risks and a £20 million payment over historic failures at the Harker substation.
March 17, 2026

Stock Market Today

  • UK Dairy Farms See Surge in ‘Battery Cow’ Intensive Farming Amid Cost Pressures
    May 26, 2026, 8:36 AM EDT. The UK has witnessed a more than doubling of intensive 'battery cow' dairy farms, which confine cows indoors year-round, rising to at least 180 units from 70 in 2015. The number of 'mega dairies' with over 700 cows also doubled to 40, driven by farmers facing soaring costs and selling milk below production cost, around 40p per litre. Despite environmental and welfare concerns linked to pollution, these large farms lack regulatory environmental permits. Major dairy processors like Arla, Müller, and Saputo profit amid struggling farmers. The trend reflects pressures on the dairy sector with calls for better oversight on factory-style production, concentrated mainly in regions like Devon, Cornwall, and Cheshire.