Update shared on03 Sep 2025
Fair value Increased 1.82%Analysts have revised Legal & General Group’s price target marginally higher to £2.67, reflecting a consensus around current valuation supported by capital returns but tempered by concerns over limited earnings upside, sector headwinds, and competitive pressures.
Analyst Commentary
- Consensus forming around current valuation reflecting capital returns, leading to less enthusiasm for further upside.
- Bearish analysts point to limited upside to earnings estimates and ongoing valuation concerns.
- Warnings of margin and volume pressures amid intensifying competitive landscape and weakening demand.
- Some price targets cut in response to a more cautious sector view and persistent operational headwinds.
- Select bullish analysts cite improved capital strength and incremental upgrades to targets, but remain broadly neutral on the stock.
What's in the News
- Declared an interim dividend of 6.12 pence per share, payable in September 2025.
- On track to deliver 2025 core operating EPS growth of 6% to 9%, with strong capital generation and commercial momentum.
- Reaffirmed full-year 2025 earnings guidance, expecting results in line with 3-year targets.
Valuation Changes
Summary of Valuation Changes for Legal & General Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £2.62 to £2.67.
- The Future P/E for Legal & General Group has risen slightly from 12.40x to 12.82x.
- The Net Profit Margin for Legal & General Group remained effectively unchanged, moving only marginally from 13.34% to 13.48%.
Disclaimer
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