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Added to YB: 2026-01-13

Pitch date: 2026-01-09

AV.L [neutral]

Aviva plc

-0.15%

current return

Author Info

No bio for this author

Company Info

Aviva plc provides various insurance, retirement, and wealth products in the United Kingdom, Ireland, Canada, and internationally.

Market Cap

GBP 20.7B

Pitch Price

GBP 6.78

Price Target

N/A

Dividend

5.38%

EV/EBITDA

2.59

P/E

30.95

EV/Sales

0.29

Sector

Insurance

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 9/1/2026 - AV/ – Capital benefits

AV.L (update): PRA approved revoking Direct Line's partial internal model, unlocking £0.1bn capital synergies & boosting end-2025 SII ratio by ~2pp. Further benefits expected from full DL migration to Aviva's internal model. Strong capital position enables expanded distributions + buyback return in 2026. Trades 10.1x 2027 P/E, 6.5% yield.

Read full article (1 min)