Update shared on 07 Nov 2025
Fair value Increased 0.82%Narrative Update on Beazley: Analyst Price Target Change
Analysts have increased their price target for Beazley from £10.00 to £11.00, citing improved profit margin expectations and a slightly higher fair value assessment, even though revenue growth projections have been moderated.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight the raised price target, reflecting increased confidence in Beazley's valuation potential.
- Improved profit margin expectations contribute to optimism around the company’s earnings outlook.
- Sustained Outperform ratings from coverage suggest strong conviction in Beazley’s ability to execute on its strategy.
- Upward adjustments in fair value assessments indicate analysts see further room for share price appreciation.
Bearish Takeaways
- Despite positive adjustments to the price target, revenue growth projections have been moderated, pointing to a more cautious growth trajectory.
- Analysts express some concern about the sustainability of margin improvements amid evolving market conditions.
- There is a degree of uncertainty regarding the pace at which Beazley can realize its full valuation potential.
What's in the News
- Beazley completed a significant share buyback program by repurchasing a total of 42,728,258 shares, which represents 6.87% of outstanding shares, for $500 million as of October 21, 2025 (Key Developments).
- Between July 1, 2025 and October 21, 2025, the company repurchased 23,028,258 shares for $264.7 million, finalizing its latest tranche of the buyback (Key Developments).
- Beazley held an Analyst and Investor Day that focused on strategic priorities and the current market cycle (Key Developments).
- Earlier in the buyback program, from March 4, 2025 to June 30, 2025, the company bought back 19,700,000 shares for $235.3 million (Key Developments).
Valuation Changes
- Fair Value has increased slightly from £10.29 to £10.38 per share.
- The Discount Rate has risen from 6.82% to 7.07%.
- Revenue Growth expectations have decreased from 5.99% to 4.65%.
- The Net Profit Margin has improved from 11.85% to 12.31%.
- Future P/E has declined marginally from 11.44x to 11.43x.
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.