Update shared on 20 Nov 2025
Analysts have modestly increased their price target for Reckitt Benckiser Group, raising it from 5,555 GBp to a range of 5,647 to 5,700 GBp, citing steady fundamentals and supportive sector research.
Analyst Commentary
Recent street research on Reckitt Benckiser Group reflects carefully balanced perspectives as analysts weigh the company's valuation, sector trends, and execution outlook. Below, we provide key takeaways highlighting both optimistic and cautious analyst viewpoints.
Bullish Takeaways- Bullish analysts have increased price targets multiple times recently, suggesting renewed confidence in the company’s core fundamentals and sector positioning.
- The upward adjustments in target price are attributed to expectations of steady financial performance and sustained growth potential.
- These analysts note consistent operational execution, which supports positive sentiment around future earnings stability.
- Sector research continues to be supportive, reinforcing the outlook for resilient demand across Reckitt Benckiser’s consumer health and hygiene portfolios.
- Bearish analysts have maintained Hold ratings, reflecting a more measured stance regarding upside potential at current valuations.
- There is caution around the possibility of growth deceleration if sector headwinds or intense competition materialize.
- Some view the recent price target increases as modest relative to broader market opportunities, indicating limited conviction in substantial near-term outperformance.
What's in the News
- The company maintained earnings guidance for 2025, with Group like-for-like net revenue growth expected at 3% to 4% (Key Developments).
- The company announced new outcomes from the Guaifenesin Assessment of Satisfaction for Patients (GASP) Study, showing long-term improvements in cough and sputum severity for chronic bronchitis patients treated with Mucinex ER (Key Developments).
- GASP Study data was presented at CHEST 2025 in Chicago, as well as other major scientific conferences, providing clinicians with new real-world evidence for long-term respiratory symptom management (Key Developments).
Valuation Changes
- The discount rate has risen slightly, moving from 6.82% to 7.07%. This indicates a marginally higher perceived risk or required return by analysts.
- Revenue growth projections remain effectively unchanged at approximately 2.99%, reflecting a stable outlook for top-line expansion.
- Net profit margin expectations are steady, holding at roughly 16.84%. This suggests analysts foresee maintained operational efficiency.
- The future P/E ratio has increased modestly from 19.46x to 19.59x, highlighting a small uptick in forward valuation expectations.
- Fair value estimates have not changed and remain at £62.50, indicating no major reassessment of the company's intrinsic worth.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.