Update shared on 13 Nov 2025
Fair value Decreased 3.34%Amundi’s analyst price target has decreased to €73.21 from €75.74. Analysts cite diminished outlook confidence and persistent uncertainty regarding key distribution agreements.
Analyst Commentary
Recent street research on Amundi highlights a diverging set of perspectives among analysts, with both positive and negative factors influencing their outlook and valuation targets. The following summarizes the key areas of optimism and concern reflected in the latest price target adjustments and rating changes.
Bullish Takeaways- Bullish analysts have raised price targets, reflecting confidence in Amundi’s long-term growth prospects within the asset management sector.
- There is continued support for Amundi’s ability to execute on its strategic initiatives, particularly in diversifying its product offerings.
- Some believe that the company’s distribution relationships and European market positioning support a premium valuation despite near-term headwinds.
- Estimates suggest that Amundi can maintain attractive operating margins, which positions it well among peers.
- Bearish analysts have reduced price targets, citing increased uncertainty over key distribution agreements such as the one with UniCredit.
- There is diminished confidence in outlook visibility, with concerns about the impact of ongoing industry and macroeconomic pressures on inflows.
- Stagnant or cautious ratings have been maintained due to perceived risks to future earnings growth and limited near-term catalysts.
- Some believe that the company’s current valuation does not fully account for these execution and partnership uncertainties.
What's in the News
- Amundi S.A. will hold a Board Meeting on October 27, 2025, to review the financial statements for the third quarter and the first nine months of 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased from €75.74 to €73.21. This reflects a modest downward adjustment in fair value estimates.
- Discount Rate has declined from 11.93% to 11.56%. This suggests a slightly lower risk premium assigned by analysts.
- Revenue Growth projections have fallen further, declining from -17.85% to -18.77%.
- Net Profit Margin has improved, increasing from 37.84% to 38.64%. This indicates stronger anticipated profitability.
- Future P/E ratio has moved down from 15.24x to 14.78x. This signals a slightly cheaper valuation relative to expected earnings.
Disclaimer
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