Update shared on 28 Oct 2025
Fair value Increased 3.86%Analysts have raised their price target for Simpson Manufacturing from $190 to approximately $197.33. They cite a higher fair value driven by shifts in key financial assumptions and market conditions.
What's in the News
- Simpson Manufacturing announces a share repurchase program to buy back up to $150 million of its common stock, valid through December 31, 2026 (company announcement).
- From July 1 to September 30, 2025, the company repurchased 158,865 shares for $30 million, bringing total buybacks under the program to 522,150 shares for $90.08 million (company update).
- The company updated consolidated financial guidance for fiscal year 2025, estimating an operating margin between 19.0% and 20% based on current market conditions and recent initiatives (company guidance).
- The Board of Directors authorized a buyback plan on October 23, 2025 (company announcement).
- On October 23, 2025, Simpson Manufacturing increased its equity buyback plan by $20 million. This raised the remaining authorization to $30 million (company announcement).
Valuation Changes
- Fair Value Estimate: Increased from $190 to $197.33, reflecting a modest upward revision.
- Discount Rate: Increased slightly from 8.18% to 8.21%, indicating a minor adjustment in risk assessment.
- Revenue Growth: Decreased from 4.97% to 4.63%, suggesting slightly slower projected expansion.
- Net Profit Margin: Declined from 16.43% to 15.90%, indicating a marginal downward adjustment in profitability expectations.
- Future P/E: Increased from 22.27x to 23.17x, showing a higher expected price-to-earnings ratio for the company.
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.