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Rising Funding Costs Will Compress Net Interest Margins In Future

Published
09 Feb 25
Updated
24 Sep 25
AnalystConsensusTarget's Fair Value
AU$11.78
10.4% overvalued intrinsic discount
24 Sep
AU$13.00
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1Y
11.8%
7D
1.4%

Author's Valuation

AU$11.78

10.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Sep 25
Fair value Increased 1.70%

Bendigo and Adelaide Bank’s consensus price target was marginally raised to A$11.78, reflecting a slight increase in forecast future P/E while revenue growth outlook remained steady. What's in the News Held Analyst/Investor Day event.

Shared on26 Aug 25
Fair value Increased 5.87%

The upward revision in Bendigo and Adelaide Bank's consensus price target reflects improved analyst expectations, driven by higher forecast revenue growth and a stronger net profit margin, with fair value rising from A$10.94 to A$11.58. Valuation Changes Summary of Valuation Changes for Bendigo and Adelaide Bank The Consensus Analyst Price Target has risen from A$10.94 to A$11.58.

Shared on01 May 25
Fair value Increased 0.18%

Shared on23 Apr 25
Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 0.10%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 3.5% and decreased profit margin from 27.2% to 23.9%.