Update shared on 29 Oct 2025
Fair value Increased 6.03%Old Mutual's analyst price target has been raised from R13.18 to R13.98. This reflects increased optimism from analysts based on improved profit margin projections and a lower discount rate.
What's in the News
- Old Mutual Limited announces a share repurchase program of up to ZAR 3,000 million (Key Developments)
- The Board of Directors has authorized a buyback plan scheduled for September 10, 2025 (Key Developments)
- An interim dividend of 37 cents per ordinary share has been declared, with payment scheduled for October and November 2025 depending on the exchange (Key Developments)
- Earnings guidance for the six months ended June 30, 2025 projects results from operations between ZAR 4,498 million and ZAR 5,346 million, with basic EPS expected between 84.1 cents and 108.2 cents (Key Developments)
- Analyst and Investor Day event confirmed for Old Mutual Limited (Key Developments)
Valuation Changes
- Consensus Analyst Price Target increased from ZAR 13.18 to ZAR 13.98, reflecting a modest upward adjustment.
- Discount Rate decreased from 18.49% to 16.99%, indicating reduced risk expectations in the valuation model.
- Revenue Growth projection fell significantly, changing from -55.70% to -75.90%.
- Net Profit Margin projection rose sharply from 92.65% to 536.89%.
- Future P/E ratio increased slightly, moving from 11.10x to 11.61x.
Disclaimer
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