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BUR: Index Inclusion And Interim Dividend Will Support Long-Term Share Gains

Expanding Global Litigation Funding Will Unlock New Markets

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BUR
AnalystConsensusTarget
Not Invested
Published 19 Jul 2025

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-29.1%
7D
-0.1%

Analysts have modestly increased their price target for Burford Capital, citing slightly higher required returns and largely unchanged growth and profitability assumptions that support a refined fair value estimate of approximately $18.90 per share.

What's in the News

  • Burford Capital has completed the repurchase of 29,227 shares for approximately £0.38 million under its June 5, 2025 buyback program, representing about 0.01% of shares outstanding (company filing).
  • Between July 1 and September 30, 2025, the company did not repurchase any additional shares under the existing buyback authorization (company filing).
  • The board has scheduled a meeting for September 26, 2025 to consider declaring an interim dividend of USD 6.25 cents per ordinary share for the year ending December 31, 2025 (company announcement).
  • Burford Capital has been added to the S&P Global BMI Index, which may broaden its investor base through increased index and passive fund inclusion (index provider announcement).

Valuation Changes

  • Fair Value Estimate remains unchanged at approximately $18.90 per share, indicating no material shift in the overall valuation outcome.
  • The Discount Rate has risen slightly from about 9.45 percent to 9.50 percent, reflecting a modestly higher required return.
  • Revenue Growth is effectively unchanged at roughly 31.0 percent, with only immaterial rounding differences in the updated projection.
  • Net Profit Margin is effectively stable at about 58.6 percent, with no meaningful change to long term profitability assumptions.
  • The Future P/E has risen marginally from approximately 8.77x to 8.78x, signaling a negligible adjustment in the earnings multiple applied.

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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.