Update shared on 20 Nov 2025
Fair value Increased 1.73%Analysts have raised their price target for ICG from $25.68 to $26.12, citing updated fair value estimates as well as modest shifts in expected growth and profitability.
What's in the News
- Amundi S.A. agreed to acquire a 9.9% stake in ICG. A non-executive director will join ICG’s Board and Morgan Stanley is acting as Amundi’s financial advisor (Key Developments).
- The ICG plc Board declared an interim dividend of 27.7 pence per share for the six months ended 30 September 2025, up from 26.3 pence in the prior year. Payment is set for 9 January 2026 (Key Developments).
- Amundi and ICG announced a long-term strategic partnership, including an exclusive 10-year global distribution agreement, joint development of new products, and expanded access for over 200 million wealth clients to ICG’s private markets strategies (Key Developments).
Valuation Changes
- Fair Value Estimate increased slightly from £25.68 to £26.12 per share.
- Discount Rate edged up from 8.78% to 8.92%.
- Revenue Growth forecast dropped from 9.43% to 5.78%.
- Net Profit Margin remained stable, moving marginally from 48.45% to 48.37%.
- Future P/E ratio decreased from 16.0x to 15.5x.
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