Added to YB: 2026-05-20
Pitch date: 2026-05-15
AV.L [neutral]
Aviva plc
-0.19%
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, India, and China.
Market Cap
GBP 18.6B
Pitch Price
GBP 6.17
Price Target
N/A
Dividend
6.34%
EV/EBITDA
3.74
P/E
23.40
EV/Sales
0.46
Sector
Insurance
Category
dividend
Theodosian Capital | Stocks Update 15/5/2026 - AV/ – Q1 update; good momentum
AV.L (update): Q1 GI premiums £3.4bn (+19% YoY, Direct Line boost), CoR 94.1% (-2.5ppt on benign weather). Wealth net inflows £3.3bn (+49%), workplace pensions +71%. Solvency II 171% (-9ppt on £800M div, £350M buyback, £200M Tier 2 drag; guided >180% by FY26 end). On track for 11% EPS CAGR '25-'28, 20%+ ROE by '28, £7bn+ remittances '26-'28. Trades 9.5x '27E EPS, 7.2% yield.
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