JPMorgan upgrades Macquarie Group stock to Overweight on rate cut outlook

Published 25/08/2025, 06:36
JPMorgan upgrades Macquarie Group stock to Overweight on rate cut outlook

Investing.com - JPMorgan has upgraded Macquarie Group Ltd. (ASX:MQG) (OTC:MQBKY) from Neutral to Overweight and raised its price target to AUD241.00 from AUD207.00. The financial services giant, currently valued at $53.62 billion, appears slightly undervalued according to InvestingPro Fair Value analysis.

The upgrade comes as Macquarie’s share price has remained flat since its November 2024 half-year results, while the ASX 200 has risen 10% and the ASX 200 Banks index has rallied 17% during the same period. InvestingPro data shows the stock has delivered a 9.16% return year-to-date, trading at a P/E ratio of 23.2x with revenue growth of 2.36% over the last twelve months.

JPMorgan cited improved visibility on the U.S. interest rate path as a key factor, with market pricing suggesting two Federal Reserve rate cuts before the end of 2025 and five cuts by the end of 2026.

While these rate changes aren’t expected to significantly impact Macquarie’s FY26 earnings, JPMorgan sees an improved outlook for FY27 and FY28, with potential for performance fee surprises to offset subdued commodities trading income.

The firm has increased its earnings per share forecasts by 2-4% for FY27/28, now expecting approximately 10% three-year EPS compound annual growth rate, and noted that Macquarie’s current valuation discount to major banks appears unjustified.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.