Update shared on 13 Oct 2025
Fair value Increased 5.04%Analysts have raised their price target for Jupiter Fund Management from £0.60 to £1.20. They cited improved cost control, strategic acquisitions, and stronger expected growth and profitability.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight that Jupiter Fund Management's recent focus on cost reduction is helping address previous concerns about scale and operational efficiency. This is viewed as a positive for profitability.
- There is optimism around the company's strategic use of surplus capital to pursue acquisitions, supporting growth ambitions and strengthening its market position.
- Analysts note that improved financial discipline and the move to reinvest in higher-potential areas are expected to drive better long-term returns.
- The increased price target reflects greater confidence in Jupiter Fund's ability to deliver sustainable earnings growth and enhance shareholder value.
Bearish Takeaways
- Bearish analysts caution that, despite recent upgrades, the company may continue to face competitive pressure within the asset management industry.
- Some concerns persist regarding the effectiveness and pace of the company's strategic acquisitions in contributing to meaningful earnings growth.
- There is skepticism about whether cost-cutting measures alone can fully address the underlying challenges related to scale and operating leverage.
What's in the News
- The company has completed the repurchase of 16,349,385 shares, representing 3.13% of its outstanding shares, for £13.78 million under the buyback program announced on February 27, 2025 (Key Developments).
- Jupiter Fund Management extended its share buyback plan duration until September 5, 2025, as announced on July 29, 2025 (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased from £1.34 to £1.41, reflecting a modest upward revision.
- The Discount Rate has decreased slightly from 8.39% to 8.36%, indicating a marginally lower risk premium.
- Revenue Growth projections have risen from 6.96% to 7.90%, suggesting improved expectations for top-line expansion.
- The Net Profit Margin is projected to improve from 14.74% to 15.11%, signaling stronger anticipated profitability.
- The Future P/E Ratio is largely unchanged, moving marginally lower from 13.18x to 13.14x.
Disclaimer
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