Update shared on08 Oct 2025
Fair value Increased 1.06%Analysts have modestly raised their price target for NN Group, increasing the fair value estimate from €62.71 to €63.38. The adjustment is attributed to an improved capital position and slightly higher profitability forecasts.
Analyst Commentary
Recent analyst actions reflect a nuanced view of NN Group’s outlook, with both optimistic and cautious perspectives emerging from the latest research updates.
Bullish Takeaways- Bullish analysts have raised price targets, with one major firm increasing its target from EUR 70 to EUR 75. This partially reflects improved profitability and a stronger capital profile.
- Upgrades in ratings and target prices indicate that the company’s valuation is now seen as more compelling due to enhanced financial stability.
- Expectations for higher returns and continued operational discipline have contributed to upward revisions in fair value estimates.
- Some analysts note that NN Group’s relative stock multiple and yield have become less attractive compared to sector peers, resulting in downgrades.
- Concerns remain around the sustainability of growth, with some experts viewing current valuation as already reflecting the company’s improved fundamentals.
- The shift from Buy to Neutral ratings suggests that further upside may be limited unless new positive catalysts emerge.
What's in the News
- NN Group announced a share repurchase program to buy back up to €300 million of its shares. The program is valid for 10 months from commencement (Key Developments).
- Between February 20, 2025 and August 8, 2025, NN Group repurchased 3,187,821 shares. This represents 1.19% of its outstanding shares and totaled €168.09 million, completing this tranche of the buyback program (Key Developments).
Valuation Changes
- The Fair Value Estimate has risen slightly from €62.71 to €63.38, reflecting improved company prospects.
- The Discount Rate has fallen modestly from 5.78% to 5.71%, indicating a marginal decrease in perceived risk.
- Revenue Growth projections remain essentially unchanged at 1.88%.
- The Net Profit Margin has increased from 12.85% to 13.00%, suggesting expectations of stronger profitability.
- The Future P/E has edged down from 9.75x to 9.72x, pointing to a marginally more attractive valuation.
Disclaimer
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