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RBC Capital Markets nudges up target price on Lancashire Holdings

Thu 06 November 2025 14:04 | A A A

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(Sharecast News) - Over at Canaccord Genuity, analysts hiked their target price on insurance firm Lancashire Holdings from 600p to 625p on Thursday following the company's "good" third-quarter earnings.

Canaccord Genuity said Lancashire's Q3 special dividend was in-line with its forecasts and noted that management had "talked constructively" about opportunities for growth into 2026, good underlying margins, and prospects for capital return going forward.

The Canadian bank also estimates a low 70s combined ratio in Q3, which it said was likely to compare well with peers as they report.

"We raise FY25E EPS for this performance, leaving out-year forecasts broadly unchanged. We see 2026 as a transition year but are more cautious on volume and margins into 2027," said Canaccord, which reiterated its 'underperform' rating on the stock.

"Our cautious view on the stock relates to the medium-term outlook for returns as competition increases, and the relatively high P/B multiple against history and better diversified London Market peers, and, in particular, much more lowly valued Bermudian peers (trading between 0.9x and 1.5x FY25E P/Bs)."

Reporting by Iain Gilbert at Sharecast.com

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