Berenberg cuts Integrafin target to GBP3.80, keeps Buy rating

Published 16/04/2025, 14:00
Berenberg cuts Integrafin target to GBP3.80, keeps Buy rating

On Wednesday, Berenberg analysts adjusted their stance on Integrafin Holdings Plc (IHP:LN), reducing the price target from GBP4.00 to GBP3.80, while maintaining a Buy rating on the stock. The revision follows Integrafin’s release of its second-quarter 2025 update on Thursday, April 14, which showed net inflows surpassing consensus expectations.

The company has demonstrated a strong flow momentum, with net flows increasing for the third consecutive quarter. Integrafin’s management anticipates that the first half of 2025 group revenue will reach approximately £77 million, marking an approximate 9% year-over-year growth, and has confirmed its cost guidance.

Despite the positive inflow figures, Integrafin’s funds under direction (FuD) remained relatively unchanged quarter-over-quarter due to negative mark-to-market movements. These market dynamics are attributed in part to the recent US tariff announcements, which are expected to continue influencing market behavior at the start of the third quarter of 2025 (April-June).

In his commentary, Berenberg’s analyst Alex Medhurst noted, "Flow momentum has been strong, in our view, with net flows having risen for the third consecutive quarter." He also pointed out that while the funds under direction were broadly flat due to market conditions, the firm’s revenue growth is on a positive trajectory.

The adjustment in the price target to 380p reflects Berenberg’s updated forecasts for Integrafin, taking into account the current market environment and its impact on the company’s performance. Despite the lowered target, the firm’s outlook on Integrafin remains optimistic, as evidenced by the reiteration of the Buy rating.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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