NatWest vs Manulife
NatWest (NATWEST GROUP PLC) and Manulife (Manulife Financial Corporation) are the focus of this page. It compares business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
NatWest (NATWEST GROUP PLC) and Manulife (Manulife Financial Corporation) are the focus of this page. It compares business models, financial performance, and market context in a neutral, accessible wa...
Why It's Moving
NatWest Powers Ahead as Analysts Hike Targets and Buybacks Signal Confidence
- Deutsche Bank raised its price target to GBX 730 with a 'buy' rating, joined by Citi at GBX 765 ('buy') and JPMorgan at GBX 750 ('overweight'), reflecting strong faith in NatWest's growth trajectory.
- Ongoing buyback programme saw repurchases of over 2.4 million shares across January 19-22 at average prices around GBX 650, with plans to cancel them to enhance shareholder value.
- Consensus leans 'Moderate Buy' with an average target of GBX 693, as shares trade near GBX 653, supported by recent insider buying and attractive valuation metrics like a PE of 10.
Manulife gears up for Q4 2025 earnings as shares hold steady near 52-week highs.
- Upcoming earnings disclosure on February 11 spotlights interaction with recent moves like the U.S.$1B senior notes issuance and AI partnership.
- AM Best affirmed strong A+/aa- ratings in December, underscoring a robust balance sheet and diversified operations.
- Recent ESG push via the Manulife Impact Forests initiative on January 13 signals commitment to sustainability amid stable sector peers.
NatWest Powers Ahead as Analysts Hike Targets and Buybacks Signal Confidence
- Deutsche Bank raised its price target to GBX 730 with a 'buy' rating, joined by Citi at GBX 765 ('buy') and JPMorgan at GBX 750 ('overweight'), reflecting strong faith in NatWest's growth trajectory.
- Ongoing buyback programme saw repurchases of over 2.4 million shares across January 19-22 at average prices around GBX 650, with plans to cancel them to enhance shareholder value.
- Consensus leans 'Moderate Buy' with an average target of GBX 693, as shares trade near GBX 653, supported by recent insider buying and attractive valuation metrics like a PE of 10.
Manulife gears up for Q4 2025 earnings as shares hold steady near 52-week highs.
- Upcoming earnings disclosure on February 11 spotlights interaction with recent moves like the U.S.$1B senior notes issuance and AI partnership.
- AM Best affirmed strong A+/aa- ratings in December, underscoring a robust balance sheet and diversified operations.
- Recent ESG push via the Manulife Impact Forests initiative on January 13 signals commitment to sustainability amid stable sector peers.
Investment Analysis
NatWest
NWG
Pros
- NatWest Group reported a 32.4% year-on-year increase in earnings per share in Q3 2025, demonstrating strong profitability growth.
- The company upgraded its full-year income guidance to £16.3 billion, reflecting confidence in ongoing growth strategies.
- NatWest maintains a strong return on tangible equity at 19.5%, indicating efficient capital use.
Considerations
- NatWest Group's stock is currently trading above its fair value according to some analyses, suggesting limited upside near term.
- The bank operates in a highly competitive UK retail banking market which could pressure margins and growth.
- Interest margin growth is expected to peak by 2027, potentially limiting future profit expansion.
Manulife
MFC
Pros
- Manulife Financial Corporation has a large market cap of approximately $56 billion, supporting significant scale advantages.
- The company operates in diverse insurance and wealth management segments, providing multiple growth drivers.
- Manulife benefits from strong brand presence in both Canadian and Asian markets, enhancing its geographic diversification.
Considerations
- Manulife's recent stock performance has been slightly negative, reflecting potential market concerns or sector challenges.
- The insurance industry faces regulatory and macroeconomic risks including interest rate volatility and capital requirements.
- Manulife is exposed to underwriting and claims risks which can affect profitability during adverse events.
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NatWest (NWG) Next Earnings Date
NatWest Group's next earnings release is estimated for Friday, February 13, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of mid-February reporting for year-end results, following the Q3 2025 earnings on October 24, 2025. Note that the date remains unconfirmed by the company, with some estimates citing February 12.
Manulife (MFC) Next Earnings Date
Manulife (MFC) will release its fourth quarter and full year 2025 results after markets close on Wednesday, February 11, 2026. A conference call with executive leadership is scheduled for the following day, Thursday, February 12, 2026 at 8:00 a.m. ET. This timeline aligns with the company's historical pattern of early February reporting for Q4 performance.
NatWest (NWG) Next Earnings Date
NatWest Group's next earnings release is estimated for Friday, February 13, 2026, covering the Q4 2025 period. This date aligns with the company's historical pattern of mid-February reporting for year-end results, following the Q3 2025 earnings on October 24, 2025. Note that the date remains unconfirmed by the company, with some estimates citing February 12.
Manulife (MFC) Next Earnings Date
Manulife (MFC) will release its fourth quarter and full year 2025 results after markets close on Wednesday, February 11, 2026. A conference call with executive leadership is scheduled for the following day, Thursday, February 12, 2026 at 8:00 a.m. ET. This timeline aligns with the company's historical pattern of early February reporting for Q4 performance.
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketBuy NWG or MFC in Nemo
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