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LREN3: Share Buybacks and Governance Reforms Will Support Long-Term Performance

Update shared on 23 Nov 2025

Fair value Decreased 1.01%
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AnalystConsensusTarget's Fair Value
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1Y
3.7%
7D
-5.3%

Analysts have slightly lowered their price target for Lojas Renner from R$19.79 to R$19.59, citing marginal adjustments to fair value estimates and company forecasts.

What's in the News

  • Completed the repurchase of 64,865,400 shares, totaling 6.23% of the company, for BRL 860.57 million as part of the buyback announced on February 20, 2025 (Key Developments).
  • Between July 1, 2025 and September 30, 2025, repurchased 12,870,000 shares, representing 1.29% of the company, for BRL 210.25 million (Key Developments).
  • Hosted an Analyst/Investor Day event for stakeholders (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target decreased slightly from R$19.79 to R$19.59.
  • Discount Rate edged down from 20.96% to 20.91%.
  • Revenue Growth expectation reduced marginally from 8.17% to 8.13%.
  • Net Profit Margin estimate lowered from 9.47% to 9.42%.
  • Future P/E ratio forecast declined from 15.87x to 15.25x.

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.