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UK Pension And Digital Trends Will Reshape Market Dynamics

Published
02 Mar 25
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
UK£6.72
0.1% overvalued intrinsic discount
19 Sep
UK£6.72
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1Y
39.7%
7D
-0.8%

Author's Valuation

UK£6.720.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Increased 1.13%

Aviva's price target has been revised upwards to £6.72, reflecting accelerated earnings growth led by capital-light businesses, improved sector positioning, and higher shareholder return prospects despite some views of the shares as fairly valued at current levels. Analyst Commentary Expectations for accelerated earnings growth, with a significant portion (70%) coming from capital-light business streams, supporting stronger cash generation and improving quality of earnings.

Shared on04 Sep 25

Analysts remain positive on Aviva due to its growing capital-light earnings streams and solid operating momentum, though neutral ratings and sector valuation considerations have kept the consensus price target unchanged at £6.64. Analyst Commentary Bullish analysts are raising price targets on expectations that over 70% of Aviva’s earnings will be from capital-light streams, improving the company’s quality and growth potential.

Shared on01 May 25
Fair value Increased 13%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget has increased discount rate from 6.7% to 7.4%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.57%

AnalystConsensusTarget has increased revenue growth from 17.9% to 22.7%.

Shared on12 Mar 25
Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.