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International Consolidated Airlines Group S.A. Stock Price

LSE:IAG Community·UK£19.1b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 171 Fair Values set on narratives written by author

IAG Share Price Performance

UK£4.34
0.65 (17.57%)
UK£5.05
Fair Value
UK£4.34
0.65 (17.57%)
14.0% undervalued intrinsic discount
UK£5.05
Fair Value
Price UK£4.34
AnalystConsensusTarget UK£5.05
AnalystLowTarget UK£3.86
AnalystHighTarget UK£6.44

IAG Community Narratives

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Fair Value UK£5.05 14.0% undervalued intrinsic discount

Fleet Modernization And Share Buybacks Will Drive Future Performance

1users have liked this narrative
1users have commented on this narrative
90users have followed this narrative
·
Fair Value UK£3.86 12.5% overvalued intrinsic discount

Mounting Environmental Fees And Aging Demographics Will Undermine Airline Outlook

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value UK£6.44 32.5% undervalued intrinsic discount

Emerging Middle-Class Demand Will Fuel Global Air Expansion

0users have liked this narrative
1users have commented on this narrative
9users have followed this narrative
UK£5.05
14.0% undervalued intrinsic discount
Revenue
4.25% p.a.
Profit Margin
10.25%
Future PE
9.09x
Price in 2029
UK£6.68

Updated Narratives

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IAG: Rising Cash Returns And Higher P/E Assumptions May Unlock Repricing

Fair Value: UK£6.44 32.5% undervalued intrinsic discount
9 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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IAG: Dividend Restart And Updated Earnings Assumptions Will Shape Future Returns

Fair Value: UK£5.05 14.0% undervalued intrinsic discount
90 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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IAG: Diverging Street Views On Execution Risk Will Pressure Repricing

Fair Value: UK£3.86 12.5% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with proven track record.

1 Risk
5 Rewards

International Consolidated Airlines Group S.A. Key Details

€33.4b

Revenue

€20.3b

Cost of Revenue

€13.0b

Gross Profit

€9.5b

Other Expenses

€3.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 31, 2026
0.79
38.99%
10.40%
187.9%
View Full Analysis

About IAG

Founded
2009
Employees
65203
CEO
Luis Gallego Martin
WebsiteView website
www.iairgroup.com

International Consolidated Airlines Group S.A., together with its subsidiaries, engages in the provision of passenger and cargo transportation services in the North Atlantic, Latin America, the Caribbean, Europe, Africa, the Middle East, South Asia, the Asia Pacific, and internationally. It operates through British Airways, Iberia, Vueling, Aer Lingus, and IAG Loyalty segments. The company manufactures, repairs, maintains, overhauls, retrofits, repurposes, upgrades aircraft, and aircraft parts and equipment. In addition, it provides airline operations, insurance, aircraft leasing, aircraft maintenance, tour operation, air freight operations, call center, ground handling, trustee, retail, IT, finance, flight procurement, storage, aircraft technical assistance, human resources support, and airport infrastructure development services; and manages airline loyalty reward currency. The company was incorporated in 2009 and is headquartered in Harmondsworth, the United Kingdom.

Recent IAG News & Updates

Narrative Update Jul 21

IAG: Rising Cash Returns And Higher P/E Assumptions May Unlock Repricing

Analysts have lifted the fair value estimate for International Consolidated Airlines Group to about £6.44 from roughly £6.02, reflecting updated assumptions on revenue growth, profit margins and future P/E that align with a series of recent price target increases on the stock. Analyst Commentary Recent research on International Consolidated Airlines Group points to a cluster of higher price targets, which helps explain why some investors are re‑examining the stock in light of the updated fair value estimate.
Narrative Update Jul 07

IAG: Dividend Restart And Updated Earnings Assumptions Will Shape Future Returns

The analyst price target for International Consolidated Airlines Group has been raised by approximately £0.23. Analysts point to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, alongside recent target increases from several brokers, as the main drivers of the change.

Recent updates

No updates