Lloyds Banking Group’s analyst price target has seen a modest increase from £0.91 to £0.91, as analysts cite marginal improvements in projected profit margins and revenue growth.
What's in the News
- Lloyds Banking Group became the first U.K. financial services benefactor of MITRE ATT&CK to strengthen its global cyber defense strategy (Client Announcements).
- The Supreme Court's ruling on credit broker cases clarified fiduciary duties and compensation, with Lloyds reviewing ongoing provisioning in light of new industry compensation schemes currently under regulatory consultation (Lawsuits & Legal Issues).
- The Group recommended an interim dividend of 1.22 pence per share for the first half of 2025, representing a 15% increase compared to the previous year (Dividend Increases).
- Earnings guidance for 2025 was reaffirmed, with expected underlying net interest income of £13.5 billion (Corporate Guidance).
- Lloyds completed the repurchase of 1 billion shares, representing 1.65% of shares for £733 million, as part of its ongoing buyback program (Buyback Tranche Update).
Valuation Changes
- The Fair Value Estimate has increased slightly from £0.905 to £0.906.
- The Discount Rate has gone up marginally from 8.40% to 8.41%.
- The Revenue Growth forecast has edged up from 7.98% to 8.00%.
- The Net Profit Margin projection has improved modestly from 25.82% to 25.83%.
- The Future P/E Ratio has risen from 11.26x to 11.27x.
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