Haleon PLC, the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst David Hayes from Jefferies maintained a Buy rating on the stock and has a p450.00 price target.
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David Hayes has given his Buy rating due to a combination of factors that, despite recent setbacks, still support an attractive investment case for Haleon. He notes that the drag from weaker cold and flu products in 4Q25 was unexpected, yet underlying growth in the rest of the portfolio remained solid at a little over 4%, even as U.S. customers were still reducing excess inventory.
Hayes also points out that management is guiding to another cold and flu headwind in 1Q26, which pulls reported organic sales expectations down, but still implies more than 4% like‑for‑like growth beneath the surface. He believes that if Haleon can lift underlying growth closer to 5%, with emerging markets around 9%, the valuation will be well underpinned, and ongoing margin strength should continue to support earnings per share, justifying a Buy stance while remaining patient on execution.
According to TipRanks, Hayes is a 3-star analyst with an average return of 2.6% and a 57.30% success rate. Hayes covers the Consumer Defensive sector, focusing on stocks such as DANONE SA, Nestlé SA, and Puig Brands, S.A..
In another report released on March 2, Kepler Capital also maintained a Buy rating on the stock with a p450.00 price target.