Update shared on 24 Nov 2025
Fair value Increased 0.12%Quilter's analyst price target was modestly increased to 189 GBp, up from 186 GBp. Analysts cited steady financial metrics and reinforced their positive outlook for the shares.
Analyst Commentary
Recent analyst activity surrounding Quilter has highlighted a mix of optimism for the company's valuation and execution, along with some measured caution in outlook ratings and growth expectations.
Bullish Takeaways
- Bullish analysts have consistently raised their price targets for Quilter, reflecting confidence in improved fundamentals as well as a positive share price outlook.
- Major institutions such as JPMorgan reaffirmed their supportive stance by maintaining an Overweight rating and raising targets, in line with steady financial progression.
- Successive upward target revisions suggest that analysts see further room for value appreciation as the company demonstrates operational stability.
- Repeated increases in valuation targets indicate that markets are expecting positive momentum to continue in the near term.
Bearish Takeaways
- Some analysts have opted to maintain Neutral or Hold ratings, pointing to reservations about the pace of growth or potential upside relative to current valuations.
- Cautious perspectives raise the possibility that Quilter’s share price may already reflect much of the anticipated improvement, which could limit short-term re-rating potential.
- Bearish analysts are attentive to ongoing market risks and execution challenges that could hinder further outperformance.
- Incremental raises in price targets, instead of aggressive upward revisions, suggest a more tempered view about medium-term growth catalysts.
What's in the News
- Citi raised its price target on Quilter to 183 GBp from 172 GBp while maintaining a Neutral rating on the shares (Citi).
Valuation Changes
- Fair Value per share has edged up slightly from £1.85 to £1.85, reflecting a marginal increase.
- Discount Rate decreased modestly, moving from 8.71% to 8.59%.
- Revenue Growth estimates show a minor improvement, rising from -43.76% to -43.68% year on year.
- Net Profit Margin saw a minor decrease, slipping from 21.24% to 21.19%.
- Future P/E ratio declined marginally, moving from 18.50x to 18.43x.
Disclaimer
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