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Update shared on08 Aug 2025

Fair value Increased 15%
AnalystConsensusTarget's Fair Value
UK£2.15
1.8% undervalued intrinsic discount
14 Aug
UK£2.12
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1Y
46.9%
7D
-0.2%

The significant drop in Just Group's discount rate from 12.80% to 6.91%, reflecting lower perceived risk or improved growth outlook, has driven a substantial increase in the consensus analyst price target from £1.88 to £2.15.


What's in the News


  • Brookfield Wealth Solutions Ltd. agreed to acquire Just Group plc for £2.3 billion, representing a 75% premium to the prior closing price, with completion expected in the first half of 2026 pending shareholder, court, and regulatory approvals.
  • Just Group plc's Directors approved an interim dividend for 2025 of 0.84 pence per ordinary share, up from 0.70 pence previously.

Valuation Changes


Summary of Valuation Changes for Just Group

  • The Consensus Analyst Price Target has significantly risen from £1.88 to £2.15.
  • The Discount Rate for Just Group has significantly fallen from 12.80% to 6.91%.
  • The Future P/E for Just Group has significantly risen from 20.21x to 26.03x.

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.