Credit Corp Group's (ASX:CCP) US outlook has weakened due to lower expected debt supply, leading to reduced investment in fiscal year 2027, according to a Tuesday Jefferies note.
Jefferies said that the company reported a "solid" result, with cash collections rising 11% to AU$530 million and net profit after tax increasing 12% in fiscal 2026.
Despite the softer US outlook, the company is supported by its strong Australian and New Zealand lending operations and attractive valuation multiples, the note added.
Jefferies kept a buy rating on Credit Corp and cut its price target to AU$16 from AU$17.