Update shared on 02 Nov 2025
Fair value Increased 1.88%Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates.
What's in the News
- Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025. The record date is set for November 12 and payment will be made on November 26 (Board Meeting, Dividend Increases).
- The company signed a Memorandum of Agreement for the acquisition of a portion of ABS-CBN Corporation's property in Quezon City. The sale was completed following regulatory clearance (Business Expansions).
- Mr. Jose Eduardo A. Quimpo II was appointed as Chief Finance Officer, succeeding Augusto D. Bengzon, who will transition to other leadership roles within the Group. The appointments and organizational changes became effective on August 19, 2025 (Executive Changes, CFO, Board Meeting).
Valuation Changes
- The consensus analyst price target has risen slightly from ₱35.90 to ₱36.58.
- The discount rate increased from 16.55% to 18.20%.
- The revenue growth projection has decreased marginally, moving from 6.05% to 5.92%.
- The net profit margin is expected to improve modestly, from 18.99% to 19.06%.
- The future P/E ratio has climbed from 19.20x to 20.26x.
Disclaimer
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