Aviva PLC (LSE:AV.) was tipped as Deutsche Bank's top pick among the UK life insurers, ahead of the FTSE 100 group's first-quarter update in May.
The investment bank nudged up its share price target to 570p from 565p, compared to the last close at just under 500p and reiterated a 'buy' recommendation to clients.
Analyst Rhea Shah said Aviva's diversified earnings and "attractive potential" post the agreed £3.7 billion acquisition of Direct Line.
"As the UK's largest listed composite insurer (and this becomes more true once DLG has been integrated), we like the diversified nature of earnings and capital, which also provides more room for capital to be used to generate the highest returns," said Shah.
"Additionally, whilst 2025 may be an integration year where the 2025 share buyback has been paused, we continue to find the valuation attractive," she added.
Aviva shares are trading on an 8.0% 2026 forecast dividend yield, plus "at least another 2.2%" from the buyback being resumed in 2026. |
Thanks for that info. I'm away from home and forgot it was Thursday let alone the ex-div. |
A beautiful day. |
Up approx 5% if you allow for going ex dividend today |
You do know it's XD for 23p+ today, don't you? |
While the rest of the market is in festive mode, it looks like Aviva is sitting this one out. Never a stock for irrational exuberance. |
No sense in chasing. Plenty more thrills and spills to come! |
Until China resolved sentiment will drift. |
May yet prove to be a bull trap. It’s a suspension rather than cancellation of tariffs and even if it becomes a permanent regime the uncertainty, volatility and unpredictability of US policy will inevitably dull the medium term economic outlook. On a 6 month outlook it may yet prove right to sell the bounce in markets |
There you have it ladies and gentleman. We've just witnessed the greatest inside trade ever. Trump and his cronies have just made a mint. |
Just added. Markets are going crazy, and I still have cash to invest but ahead of ex dividend day I took on a few more. Any decent news and any ex divi drop would disappear very quickly. As for more bad news how much can there be......famous last words.. |
.
Stocks can go much much lower than they are worth
Bear markets are driven by fear
Fear has no value
Bear markets do not last one week |
Glad I topped up here during the recent dip.
I had some cash in my share dealing account,
Spoilt for choice
.
I went for Aviva Glen Shel and ISF (FTSE100 etf)
Feeling ok about my portfolio, just a bit down from Jan 1st.
No USA exposure which I regretted over the last 2 years.
Everything looked to dear relative to dividends and earnings.
Now I am feeling smarter.
I see old Warren Buffett is the only mega billionaire who is ahead this year.
They thought he had lost it when he bought £350bn short duration US Treasuries.
A great man yet again, |
😂 sorry Spud
Good luck all 👍🏻 |
Guys, a gentle reminder to keep it to AV.
Oh, and I have a secret weapon called Jubberjim and I’m not afraid to unleash him if this polite request falls on deaf ears.
spud |
If JD Vance gets in then it will be even worse!! The invasion of Greenland on day one for a kick off!!
Good luck all 👍🏻 |
The same way as they kick all politicians out, Liz Truss etc |
"they will kick him out"
LOL - and how are they going to do that - please explain |
Careful, OK Trump won't but the USA will, they will kick him out then it will be them who is cap in hand. |
That will come eventually but for now all countries are too busy trying to fight their own corner.
Trump wants to play hardball then soften somewhat on an individual basis so he is the bigger man. Agree that the only way the position of power changes is to form a trading alliance.
Good luck all 👍🏻 |
"If EU China India Canada get together on joint actions congress will act and take back powers."
Wishfull thinking - the Republicans currently have a majority in both houses of Congress and most of them are Trump acolytes. Even if some turned on him and, in an unlikely event that he was impeached, then you would get Vance who is also off the wall. |
China has other cards to play.
America has 36 Tr dollars of debt.
China is a big holder.
If it chose to dump US treasuries and buy Euro's American interest rates would rise.
America are falling out with their bank manager or mortgage holder.
Trump overplays the strength of his position.
If EU China India Canada get together on joint actions congress will act and take back powers.
Another leg down in US markets and Trump will be toast. |
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