Analysts have increased their price target for Quilter by approximately 4 pence to 1.85 GBP. They cite improvements in profit margin and expectations of stronger revenue trends.
Analyst Commentary
Recent street research offers a balanced view of Quilter's prospects, with several firms adjusting targets upward and a mix of rating changes reflecting ongoing debates around the company’s growth and valuation drivers.
Bullish Takeaways- Bullish analysts raised their price targets, citing continued improvements in profit margins and operational execution.
- Upgrades to Buy ratings reflect growing confidence in the company’s transformation and its ability to attract stronger client asset inflows.
- Expectations of stronger revenue growth underpin positive valuation adjustments, with price targets now reaching levels as high as 195 GBp in the latest rounds.
- Overweight ratings from major firms signal belief in Quilter’s potential to capitalize on industry trends and outpace peers in the coming quarters.
- Bearish analysts maintain Hold or Neutral ratings, indicating caution regarding the stock’s current valuation relative to its historic range.
- Some see limited upside following recent price target increases. This reflects concerns around sustained execution risk and the need for ongoing strong platform growth.
- Despite operational improvement, doubts remain about the longevity of inflow momentum and the company’s ability to further expand margins.
What's in the News
- Citi raised Quilter’s price target to 183 GBp from 172 GBp and maintained a Neutral rating on the shares (Citi).
- Quilter plc declared an Interim Dividend of 2.0 pence per share for the first half ended 30 June 2025, payable on 22 September 2025.
- South African shareholders will receive an Interim Dividend of 47.71146 ZAR cents per share, with applicable dividend tax deductions.
- The record date for dividend eligibility is 29 August 2025. The ex-dividend dates are 27 August (South Africa) and 28 August (UK).
Valuation Changes
- Fair Value has risen slightly from £1.81 to £1.85 per share.
- Discount Rate increased marginally from 8.56% to 8.56%.
- Revenue Growth remains negative; however, the rate of decline has improved from -44.05% to -43.76%.
- Net Profit Margin has edged up from 20.91% to 21.24%.
- Future P/E has dipped marginally from 18.59x to 18.43x.
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