Aviva shares: why three banks think the FTSE 100 insurer is still too cheap
Aviva PLC's (LSE:AV.) strong 2025 results have done little to close the valuation gap that makes the insurer one of the more compelling cases in the European financial sector, according to some analysts, with the shares still trading at a meaningful discount to peers despite a track record of consistent delivery.
Aviva plc (AVVIY) Q4 2025 Earnings Call Transcript
Aviva plc (AVVIY) Q4 2025 Earnings Call Transcript
Aviva hikes dividend 10% and unveils £350m buyback as 2026 targets delivered early
Aviva PLC announced a 10% increase in its final dividend alongside a £350 million share buyback as it posted results for what chief executive Amanda Blanc boasted was an "outstanding performance" for 2025. Group operating profit jumped 25% to £2.2 billion as the life insurer delivered financial targets 12 months ahead of schedule.
Aviva: Strategy May Continue To Deliver Strong Results (Rating Downgrade)
Aviva has executed a successful U.K.-focused strategy, divesting non-core assets and acquiring Direct Line to strengthen its market position. Operational performance has improved, with rising profits, strong solvency, and increased cross-selling, supporting a 5.6% dividend yield above the FTSE 100 average. Dividend growth is expected to slow to low-to-mid single digits per share, as the Direct Line acquisition increased the share count by 14%.
Aviva set to resume buybacks as full-year results approach
Aviva PLC (LSE:AV.) reports full-year results on 5 March, and the headline number investors will be watching most closely is not the profit figure but the buyback.
Aviva exposed as motor insurers face new AI de-rating, Barclays warns
Autonomous vehicles and AI-led platforms are not yet hitting earnings, but Barclays argues the market is only beginning to price in structural risk to a revenue pool that makes up 35–40% of global P&C. The AI debate has barely begun in insurance.
Aviva presents "attractive' entry point for investors - broker
UBS has put Aviva PLC back at the top of its UK domestic life insurance preferences, arguing the insurer's year-to-date underperformance has opened what it sees as an attractive entry point despite renewed debate around the future profitability of motor insurance. The broker said the stock's lag reflects investor focus on the potential for autonomous vehicles to push premiums lower, a sensitivity UBS flagged given that around 25% of Aviva's business is motor insurance following its Direct Line acquisition.
Best Value Stocks to Buy for February 2nd
BHRB, LUV and AVVIY made it to the Zacks Rank #1 (Strong Buy) value stocks list on February 2, 2026.
Best Income Stocks to Buy for February 2nd
AVVIY, BHRB and LUV made it to the Zacks Rank #1 (Strong Buy) income stocks list on February 2, 2026.
Aviva is transformed and is a 'buy' says broker
Aviva PLC (LSE:AV.) has completed its strategic transformation in the UK following its agreed acquisition of Direct Line Group, and stockbroker Peel Hunt has pitched a 'buy' rating with a 755p target price.
Aviva preferred over L&G as broker reviews life insurers
Aviva PLC (LSE:AV.) is UBS's preferred UK life insurer pick versus Legal & General Group PLC (LSE:LGEN), with the broker also favouring Phoenix over L&G and M&G.
New Strong Sell Stocks for January 7th
AVVIY, CAE and CHMG have been added to the Zacks Rank #5 (Strong Sell) List on January 7th, 2026.
