Absa Group Limited

JSE:ABG Rapport sur les actions

Capitalisation boursière : R189.4b

Absa Group Croissance future

Future contrôle des critères 2/6

Absa Group devrait augmenter ses bénéfices et son chiffre d'affaires de 12.5% et de 10% par an respectivement. Le BPA devrait croître de de 12.8% par an. Le rendement des capitaux propres devrait être 16.6% dans 3 ans.

Informations clés

12.5%

Taux de croissance des bénéfices

12.76%

Taux de croissance du BPA

Banks croissance des bénéfices12.2%
Taux de croissance des recettes10.0%
Rendement futur des capitaux propres16.61%
Couverture par les analystes

Good

Dernière mise à jour03 May 2026

Mises à jour récentes de la croissance future

Recent updates

ABG: Dividend Strength And Digital Remittances Will Support Future Upside Potential

Analysts have kept Absa Group's fair value estimate broadly unchanged at about ZAR273.25 per share, reflecting only marginal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E. What's in the News Declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026, ex-dividend date on 22 April 2026, record date on 24 April 2026, and payment on 28 April 2026 (Key Developments).

ABG: Dividend Outlook And Digital Payments Expansion Will Shape Future Returns

Analysts have slightly raised their Absa Group price target to about ZAR273.25 from ZAR271.91, reflecting updated inputs on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Absa Group declared a final ordinary dividend of ZAR8.50 per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (company announcement).

ABG: Dividend Strength And Higher P/E Expectations Will Support Future Upside

Analysts have adjusted their price target for Absa Group to ZAR271.91 from ZAR265.05, reflecting updated assumptions on revenue growth, profit margin, and a slightly higher future P/E multiple. What's in the News Absa Group declared a final ordinary dividend of 850 cents per share for the financial period ended 31 December 2025, with the last day to trade cum dividend on 21 April 2026 and payment scheduled for 28 April 2026 (Key Developments).

ABG: Dividend Momentum And Higher Profitability Assumptions Will Support Future Upside

Analysts have modestly adjusted their fair value price target for Absa Group to ZAR265.05. This reflects updated assumptions around a slightly lower discount rate, marginally higher revenue growth, stronger profit margins and a reduced future P/E multiple.

ABG: Larger Domestic Stake And Revised Assumptions Will Support Measured Future Returns

Analysts have nudged their price target on Absa Group higher to ZAR265.05 from ZAR260.61, citing updated fair value estimates and slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited, taking its holding to 15.32% as of December 10, 2025 (Key Developments).

ABG: Larger Domestic Stake Will Support Balanced Revenue Mix And Measured Shareholder Returns

Analysts have nudged their ZAR based price target for Absa Group higher to ZAR260.61 from ZAR259.61, reflecting updated assumptions around fair value, a slightly lower discount rate, and a modestly reduced future P/E multiple. What's in the News Public Investment Corporation Limited increased its minority stake in Absa Group Limited, reaching a 15.32% holding after completing an additional share acquisition on December 10, 2025 (Key Developments).

ABG: Larger Domestic Stake Will Support Stable Mix Shift And Measured Shareholder Returns

Analysts have nudged their price target for Absa Group higher by about R9, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Public Investment Corporation Limited completed the purchase of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its holding to 15.32% of the company (Key Developments).

ABG: Larger Domestic Stake Will Support Moderate Revenue Mix Shift And Shareholder Returns

Analysts have kept their fair value estimate for Absa Group steady at R250.61 per share. A slightly lower discount rate and a marginally adjusted future P/E assumption help explain the modest refinement in their price target rationale.

ABG: Larger Domestic Stake Will Support Future Margins And Measured Shareholder Returns

Analysts have modestly raised their price target on Absa Group from R243.84 to approximately R250.61. They cite slightly stronger expected profitability and a marginally higher future valuation multiple, while growth and risk assumptions remain largely unchanged.

ABG: Larger Domestic Stake Will Support Margins And Measured Shareholder Returns

Analysts have raised their price target for Absa Group to R243.84 from R235.28, citing slightly stronger projected revenue growth, modestly higher expected profit margins and a small uplift in future valuation multiples. What's in the News Public Investment Corporation Limited completed the acquisition of an additional minority stake in Absa Group Limited on December 10, 2025, increasing its shareholding to 15.32 percent (Key Developments) The larger strategic stake held by Public Investment Corporation Limited is expected to strengthen Absa Group's local institutional shareholder base and potentially enhance long term governance stability (Key Developments) Market observers note that the heightened ownership by a major domestic investor may influence Absa Group's capital allocation priorities and future engagement with regulators and policymakers (Key Developments) Valuation Changes Fair Value Estimate increased slightly from ZAR 235.28 to ZAR 243.84 per share, reflecting a modestly higher intrinsic valuation.

ABG: Sustained Profit Margin Improvement Will Drive Shareholder Value Into September

Narrative Update on Absa Group Analysts have raised their price target for Absa Group to R235.28 from R227.82. They cite sustained improvements in profit margin and a stable discount rate as key drivers behind the upward revision.

ABG: Dividend Announcement Will Drive Greater Shareholder Value Into September

Narrative Update: Absa Group Price Target Adjustment Analysts have raised their fair value estimate for Absa Group from R224.19 to R227.82. This change is attributed to incremental improvements in growth assumptions and a slightly lower discount rate.

Pan-African Integration And Digital Transformation Will Unlock Potential

With both the Future P/E ratio and Consensus Revenue Growth forecasts for Absa Group holding steady, the analyst price target likewise remains unchanged at ZAR224.19. What's in the News Absa Group declared an interim ordinary dividend of 785 cents per share for the period ended 30 June 2025, payable on 15 September 2025.

Absa Group's (JSE:ABG) Shareholders Will Receive A Bigger Dividend Than Last Year

Aug 21
Absa Group's (JSE:ABG) Shareholders Will Receive A Bigger Dividend Than Last Year
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Expansion Into African Markets And Digital Initiatives Will Boost Future Performance

Expansion into African markets and digital channels is set to drive capital-light revenue growth, enhancing profitability and shareholder value.

Prévisions de croissance des bénéfices et des revenus

JSE:ABG - Estimations futures des analystes et données financières antérieures (ZAR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028140,21432,598N/AN/A5
12/31/2027131,42830,258N/AN/A6
12/31/2026122,79127,201N/AN/A6
12/31/2025102,19522,214-96,411-89,351N/A
9/30/2025100,82322,569-122,871-115,271N/A
6/30/202599,45022,923-148,825-140,685N/A
3/31/202597,54022,230-123,708-115,230N/A
12/31/202495,62921,537-99,098-90,282N/A
9/30/202493,24820,241-119,081-109,375N/A
6/30/202490,86718,944-139,065-128,468N/A
3/31/202489,98719,418-102,427-93,559N/A
12/31/202389,10719,891-65,790-58,651N/A
9/30/202387,27820,282-44,634-39,265N/A
6/30/202385,44920,672-23,479-19,879N/A
3/31/202384,23920,469-35,596-30,854N/A
12/31/202283,02820,265-47,714-41,829N/A
9/30/202282,53020,126-68,045-62,643N/A
6/30/202282,03219,986-88,376-83,458N/A
3/31/202279,68718,875-97,697-93,032N/A
12/31/202177,34217,763-107,018-102,607N/A
9/30/202174,65115,660-111,579-107,446N/A
6/30/202171,86313,557-116,115-112,260N/A
3/31/202166,4469,719-112,163-107,791N/A
12/31/202061,0295,880-108,211-103,322N/A
9/30/202061,7796,49011,15910,556N/A
6/30/202062,5297,10016,14915,778N/A
3/31/202067,41110,67814,92914,744N/A
12/31/201972,29214,25613,70913,709N/A
9/30/201971,85214,281N/A15,641N/A
6/30/201971,41114,305N/A17,572N/A
3/31/201970,78214,111N/A15,728N/A
12/31/201870,15313,917N/A13,884N/A
9/30/201869,06013,818N/A5,402N/A
6/30/201867,96613,718N/A-3,081N/A
3/31/201867,11713,803N/A-1,807N/A
12/31/201766,26813,888N/A-534N/A
9/30/201765,54814,500N/A5,448N/A
6/30/201764,82815,112N/A11,429N/A
3/31/201764,17314,910N/A13,242N/A
12/31/201663,51714,708N/A15,054N/A
9/30/201663,03914,644N/A-15,124N/A
6/30/201662,56014,580N/A-45,302N/A
3/31/201661,40214,456N/A-46,064N/A
12/31/201560,24314,331N/A-46,827N/A
9/30/201559,41014,076N/A-22,879N/A
6/30/201558,57713,820N/A1,069N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ABG ( 12.5% par an) est supérieure au taux d'épargne ( 9.8% ).

Bénéfices vs marché: Les bénéfices de ABG ( 12.5% par an) devraient croître plus lentement que le marché ZA ( 15.7% par an).

Croissance élevée des bénéfices: Les bénéfices de ABG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ABG ( 10% par an) devrait croître plus rapidement que le marché ZA ( 6.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ABG ( 10% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de ABG devrait être faible dans 3 ans ( 16.6 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/05 21:14
Cours de l'action en fin de journée2026/05/05 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Absa Group Limited est couverte par 16 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ilan StermerAnchor Stockbrokers Proprietary Limited
Jaap MeijerArqaam Capital Research Offshore S.A.L.
Adrienne DamantAvior Capital Markets