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Update shared on12 Sep 2025

Fair value Increased 7.70%
AnalystConsensusTarget's Fair Value
AU$36.11
22.1% overvalued intrinsic discount
12 Sep
AU$44.09
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1Y
13.5%
7D
3.1%

National Australia Bank’s consensus price target has increased, primarily reflecting improved revenue growth forecasts and a modest expansion in net profit margin, raising the fair value estimate from A$33.53 to A$36.11.


What's in the News


  • NAB appointed Inder Singh, former QBE Insurance CFO, as Group CFO and Group Executive, Strategy, effective March 2026, pending regulatory approval.
  • Shaun Dooley, acting Group CFO, will return to Group Chief Risk Officer when Singh assumes the role.
  • NAB is reportedly considering a bid for HSBC's Australian retail banking arm, which may be valued in the billions of dollars, alongside other major Australian banks.

Valuation Changes


Summary of Valuation Changes for National Australia Bank

  • The Consensus Analyst Price Target has risen from A$33.53 to A$36.11.
  • The Consensus Revenue Growth forecasts for National Australia Bank has significantly risen from 4.2% per annum to 5.5% per annum.
  • The Net Profit Margin for National Australia Bank has risen slightly from 32.05% to 33.04%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.