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Update shared on27 Sep 2025

Fair value Increased 1.31%
AnalystConsensusTarget's Fair Value
AU$36.58
20.7% overvalued intrinsic discount
27 Sep
AU$44.15
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1Y
18.9%
7D
0.1%

National Australia Bank's future P/E has increased while its net profit margin has slightly declined, resulting in a marginal upward revision of the consensus analyst price target to A$36.58.


What's in the News


  • Inder Singh, previously CFO of QBE Insurance Group, has been appointed as NAB’s Group CFO and Group Executive, Strategy, effective March 2026, subject to regulatory approval; Shaun Dooley will return to his role as Group Chief Risk Officer.
  • NAB is rumored to be considering a bid for HSBC’s Australian retail banking arm, which could be valued in the billions of dollars; other potential bidders include Westpac, ANZ, and AMP.

Valuation Changes


Summary of Valuation Changes for National Australia Bank

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from A$36.11 to A$36.58.
  • The Future P/E for National Australia Bank has risen slightly from 17.71x to 18.37x.
  • The Net Profit Margin for National Australia Bank has fallen slightly from 33.04% to 32.26%.

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.