-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。当社は、12ヶ月目標株価を2ドル引き上げ、31ドルとします。これにより、BEN株（現在の配当利回りは4.5%）は、2026年度（9月期）調整後EPS予想2.80ドル（0.23ドル引き上げ）の11倍、2027年度EPS予想2.95ドル（0.15ドル引き上げ）の10.5倍と評価されます。当社の目標株価倍率は、BENの1年平均予想株価倍率10倍、および同業他社平均株価倍率16倍と比較されます。BENは、3月期調整後EPSを0.71ドルと発表しました（前年同期は0.47ドル）。これは、市場予想の0.55ドル、および当社の予想0.56ドルを上回りました。営業収益は前年同期比9%増となり、当社の5～8%の成長予測を上回りました。投資運用手数料も9%増加し、経費の伸びが抑制されたことで営業利益率は6.9%から14.1%に改善しました。2026年と2027年の収益成長率は6～10%と見込んでいます。第1四半期の業績改善と、ウェスタン・アセット・マネジメント部門の継続的な法的問題を考慮すると、株価は過去の平均水準に比べて割安ですが、保有する価値はあると考えています。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Cincinnati Financial Corp.
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Linde Plc
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