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UK Pension Shifts And Changing Ratings Will Influence Market Performance

Published
02 Mar 25
Updated
27 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
47.9%
7D
1.0%

Author's Valuation

UK£6.820.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 27 Oct 25

Narrative Update: Aviva Analyst Price Target Revision Analysts have raised their price target for Aviva to £6.87 from £6.23. They cite incremental improvements in revenue growth projections and stable profit margins as key factors supporting the upward revision.

Shared on 13 Oct 25

Fair value Increased 1.47%

UK Pension And Digital Trends Will Reshape Market Dynamics

Aviva's analyst price target has been raised from £6.72 to £6.82 per share as analysts incorporate improved profit margins and a slightly lower discount rate into their updated forecasts. Analyst Commentary Recent analyst activity has highlighted a divergence of opinion regarding Aviva's prospects, with both upgrades and downgrades influencing sentiment.

Shared on 19 Sep 25

Fair value Increased 1.13%

UK Pension And Digital Trends Will Reshape Market Dynamics

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 on 04 Sep 25

UK Pension And Digital Trends Will Reshape Market Dynamics

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 on 01 May 25

Fair value Increased 13%

UK Pension And Digital Trends Will Reshape Market Dynamics

Shared on 23 Apr 25

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

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

Shared on 09 Apr 25

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.86%

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.57%

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

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

Shared on 12 Mar 25

Fair value Decreased 12%

Acquisition Of Direct Line Will Yield £125 Million In Cost Savings And Unlock Capital Benefits

AnalystConsensusTarget made no meaningful changes to valuation assumptions.