Peel Hunt increases Liontrust Asset Management target price to 450p versus previous 400p

Peel Hunt has raised its target price for Liontrust Asset Management PLC (LIO.L) to 450 pence from 400 pence, maintaining its 'Buy' recommendation for the asset manager. This upgrade follows recent analyst activity and ongoing discussions around the firm’s financial outlook and potential for strategic consolidation in the sector. Despite reporting quarterly outflows of £1.6bn and a 6.3% decline in assets under management in the third quarter of 2023, Peel Hunt has reiterated its confidence in the company’s long-term prospects.

Liontrust’s financial forecasts, as outlined by broker estimates as of May 5, 2026, suggest a projected adjusted diluted earnings per share of 36.9 pence for fiscal year 2026, with expectations of modest growth in subsequent years. The firm’s revenue and profit projections indicate a stable outlook, although performance fees remain a key variable in its earnings structure.

Analyst sentiment remains mixed, with several brokers including Singer Capital Markets, Investec, and Panmure Liberum maintaining 'Buy' ratings, while others such as RBC Capital Markets have adopted a more cautious stance. Investors are advised to consider the broader market dynamics and the firm’s exposure to shifting investor preferences in the asset management sector.