Update shared on 20 Nov 2025
Fair value Increased 1.07%Legal & General Group’s analyst price targets have increased, with recent updates reflecting a rise of £0.03 in fair value estimates to £2.65. Analysts cite updated revenue outlooks and improved projected profit margins as key factors behind the adjustment.
Analyst Commentary
Recent analyst reports on Legal & General Group reflect a mix of optimistic and cautious perspectives related to the company's valuation and performance outlook.
Bullish Takeaways
- Raised price targets indicate that bullish analysts see potential for share price appreciation, connected to updated revenue projections and improvements in profitability.
- Upward revisions in fair value show confidence in Legal & General's underlying fundamentals and growth strategy execution.
- Positive outlooks are associated with anticipated improvements in profit margins and sustained operational performance.
- Analysts highlighting buy recommendations emphasize strong capital management and the ability to deliver returns to shareholders.
Bearish Takeaways
- Despite increased price targets, some bearish analysts maintain cautious ratings, reflecting concerns about the sustainability of recent growth trends.
- The persistence of underperform ratings indicates ongoing doubts about market share expansion and competitive pressures in the sector.
- Some analysts are taking a measured approach to valuation upgrades and remain wary of potential execution risks in the medium term.
What's in the News
- Jeff Davies will step down as Group Chief Financial Officer. Andrew Kail has been appointed as his successor, effective December 1, 2025, subject to regulatory approval. Jeff will remain to ensure a smooth transition until the end of 2025 (Key Developments).
- Legal & General Group completed a share buyback, repurchasing 203,406,356 shares. This represents 3.5% of the company and was carried out for £500 million as part of the program announced in March 2025 (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased slightly from £2.62 to £2.65.
- The Discount Rate has risen from 6.82% to 7.07%.
- The Revenue Growth projection has decreased further, changing from -5.00% to -5.16%.
- The Net Profit Margin has improved, moving from 13.34% to 13.69%.
- The Future P/E Ratio has declined slightly, moving from 12.72x to 12.68x.
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.