The analyst consensus price target for National Australia Bank has been revised upward by approximately $0.98 to $37.99. Analysts cite updated fair value assessments and tweaks to key financial assumptions as the reasons for this adjustment.
What's in the News
- The contest to acquire HSBC's Australian business has reportedly narrowed to National Australia Bank. The bank is mainly interested in the retail division, and the sale is estimated to be worth billions of dollars. (Key Developments)
- National Australia Bank plans to propose a constitutional amendment at its December 2025 AGM. This amendment would allow shareholders to make advisory resolutions on matters of material relevance during general meetings. (Key Developments)
- NAB has appointed Inder Singh, former CFO of QBE Insurance Group, as its new Group Chief Financial Officer and Group Executive, Strategy. The appointment will take effect in March 2026, pending regulatory approval. (Key Developments)
Valuation Changes
- Fair Value: Increased from A$37.01 to A$37.99, representing a modest upward adjustment in value assessment.
- Discount Rate: Decreased slightly from 7.81% to 7.80%, which implies a marginally lower risk premium.
- Revenue Growth: Reduced from 5.05% to 4.98%, indicating a small downgrade in expected growth rates.
- Net Profit Margin: Declined from 36.71% to 33.71%, reflecting a notable decrease in projected profitability.
- Future P/E: Increased from 16.56x to 18.61x, suggesting that a higher valuation multiple is anticipated for forward earnings.
Have other thoughts on National Australia Bank?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.