Time to sell BATS - British American Tobacco?

u/ApnaA18 · Reddit — r/ValueInvesting · January 03, 2026 at 20:53 · ⬆ 5 pts · 💬 16 comments  | View on Reddit ↗
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Original Reddit post

Author sees limited remaining upside and compressed dividend yield in BATS after a 55% gain, prompting consideration of selling.

BATS.L — AVOID Author holds BATS with a 55% gain and now sees only about 10% annual upside with limited upside. The dividend yield has compressed from 9% to 5.5%, leading the author to consider selling and redeploying into better opportunities.

Now I’m up around 55%, is it time to sell. It’s had its move up and while I think it will continue to go up in share price it will likely only be around 10% a year and upside capped. Also divided yield was closer to 9% when I bought it and is now 5.5%.

Score 5
Comments 16
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u/ApnaA18 Reddit r/ValueInvesting
Limited BATS upside and lower yield argue for selling
Author holds BATS with a 55% gain and now sees only about 10% annual upside with limited upside. The dividend yield has compressed from 9% to 5.5%, leading the author to consider selling and redeploying into better opportunities.
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This Reddit post, published January 03, 2026, features u/ApnaA18 discussing BATS.L. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/ApnaA18  · Tickers: BATS.L