Update shared on21 Aug 2025
Fair value Increased 13%Magellan Financial Group’s consensus price target has risen, reflecting improved sentiment as analysts now expect a less severe revenue decline and a modestly higher net profit margin, raising fair value from A$8.80 to A$9.91.
What's in the News
- Between January 1 and June 30, 2025, Magellan Financial Group repurchased 7,175,160 shares (4.01% of shares, AUD 56.16 million), completing a total buyback of 14,075,160 shares (7.77%, AUD 126.76 million) under the program announced in March 2022 (Key Developments).
- Magellan Financial Group announced a refreshed corporate brand and launched Magellan Investment Partners to represent its investment management business, holding around $40 billion in AUM; this initiative aims to enhance stakeholder clarity, with no changes to funds or strategies (Key Developments).
- The investment management business will operate under Magellan Investment Partners, distributing portfolios managed by Magellan Global Equities, Magellan Global Listed Infrastructure, Airlie Funds Management, and Vinva Investment Management, either wholly owned or as strategic partners (Key Developments).
- Magellan’s new branding reflects a strategic effort to better communicate its business breadth and investment approach, focusing on long-term shareholder outcomes by leveraging experienced management and strong partnerships (Key Developments).
- (No relevant updates from periodicals; the provided periodical relates to SoftBank's IPO plans, unrelated to Magellan Financial Group) (Periodicals).
Valuation Changes
Summary of Valuation Changes for Magellan Financial Group
- The Consensus Analyst Price Target has significantly risen from A$8.80 to A$9.91.
- The Consensus Revenue Growth forecasts for Magellan Financial Group has significantly risen from -11.9% per annum to -6.7% per annum.
- The Net Profit Margin for Magellan Financial Group has risen slightly from 55.71% to 57.38%.
Disclaimer
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