Analyst David Hayes from Jefferies maintained a Buy rating on Haleon PLC and keeping the price target at p440.00.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
David Hayes has given his Buy rating due to a combination of factors that highlight Haleon PLC’s strategic positioning and growth potential. The company’s CEO has reiterated guidance with a confident outlook, emphasizing Haleon’s structural advantages in the consumer health sector and the opportunities for growth in emerging markets. This positive outlook is supported by the expectation of the U.S. market returning to growth in 2026, aided by improved inventory levels anticipated by the end of 2025.
Furthermore, Haleon is focused on maintaining volume momentum, with a balanced approach to achieving 4-6% sales growth. The company is also targeting organic growth of approximately 3.5% for FY25, despite challenges in U.S. consumer sentiment and retailer inventory adjustments. The focus on volume and product mix, particularly in emerging markets, is expected to contribute significantly to the company’s midterm growth, making it an attractive investment opportunity.
Hayes covers the Consumer Defensive sector, focusing on stocks such as Nestlé SA, DANONE SA, and Reckitt. According to TipRanks, Hayes has an average return of 2.0% and a 53.45% success rate on recommended stocks.
In another report released on August 19, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a p400.00 price target.