Update shared on26 Sep 2025
Fair value Increased 1.16%With no material changes in either future P/E (16.04x) or consensus revenue growth (4.7%), ANZ Group Holdings’ fair value estimate was only marginally increased, with the analyst price target rising slightly from A$30.87 to A$31.23.
What's in the News
- ANZ has reached an agreement with ASIC to resolve five regulatory matters, incurring total penalties of $240 million relating to Treasury Bond execution, inaccurate bond data reporting, failure to pay acquisition bonus interest, mishandling customer hardship notices, and breaches concerning deceased estates.
- ANZ will streamline operations with approximately 3,500 employee departures expected by September 2026 and a reduction in third-party engagements, while prioritizing risk management and minimizing frontline customer impact.
- ANZ is speculated to be considering a bid for HSBC’s Australian retail banking business, which could be valued in the billions, alongside other major Australian banks.
Valuation Changes
Summary of Valuation Changes for ANZ Group Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$30.87 to A$31.23.
- The Future P/E for ANZ Group Holdings remained effectively unchanged, moving only marginally from 15.89x to 16.04x.
- The Consensus Revenue Growth forecasts for ANZ Group Holdings remained effectively unchanged, at 4.7% per annum.
Disclaimer
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