Aviva: Upside To Consensus As We Wait Direct Line Acquisition

Mare Evidence Lab
5.78K Followers
(8min)

Summary

  • Aviva's acquisition of Direct Line is expected to boost EPS by 15% within two years, supporting a compelling total return of over 10%.
  • Q1 2025 results exceeded expectations in life, retirement, and protection, with strong cash generation and a robust Solvency II ratio.
  • We have raised our EPS projections for 2025–2028, reflecting upgraded outlooks. Given the improved business mix and conservative consensus, we reiterate our overweight rating.

Aviva Stadium Dublin

Jacek Politowski/iStock Editorial via Getty Images

Aviva’s (OTCPK:AIVAF) (OTCPK:AVVIY) proposed acquisition of Direct Line holds the potential to enhance shareholder value, with management projecting an EPS uplift of approximately 15% within two years of completion. Since

This article was written by

5.78K Followers
Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About AIVAF Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on AIVAF

Related Stocks

SymbolLast Price% Chg
AIVAF
--
AVVIY
--