Smiths Group plc (LON:SMIN) Receives Consensus Rating of "Moderate Buy" from Brokerages

Key Points

• Smiths Group has a “Moderate Buy” consensus rating, with four buy recommendations and two holds. Analysts’ average 12-month price target is GBX 2,876.67, implying potential upside from the GBX 2,746 opening price.
• Management expects approximately 4% organic revenue growth, while the company plans to dispose of its asbestos liability portfolio and increase its fiscal 2026 dividend.
• Smiths Group launched another £500 million share-buyback tranche, although mixed earnings and a Jefferies price-target cut highlight ongoing uncertainty around estimates and valuation.

Smiths Group plc (LON:SMIN - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the six ratings firms that are covering the company, Marketbeat reports. Two analysts have rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is GBX 2,876.67.

Several brokerages have commented on SMIN. Royal Bank Of Canada reiterated a "sector perform" rating and issued a GBX 2,500 target price on shares of Smiths Group in a report on Wednesday, July 1st. JPMorgan Chase & Co. boosted their price target on shares of Smiths Group from GBX 2,810 to GBX 3,100 and gave the company an "overweight" rating in a report on Tuesday, July 28th. Finally, Jefferies Financial Group restated a "hold" rating and issued a GBX 2,750 price target on shares of Smiths Group in a research report on Wednesday, July 1st.

Key Headlines Impacting Smiths Group

Here are the key news stories impacting Smiths Group this week:

• Positive Sentiment: Management guided to approximately 4% organic revenue growth, supporting investor confidence in the outlook despite a mixed earnings performance. Smiths Group Shares Jump: Guides to 4% Growth
• Positive Sentiment: Smiths Group plans to dispose of its asbestos liability portfolio, a move that could reduce long-term legal and financial uncertainty. The company also announced a higher fiscal 2026 dividend, strengthening the income case for the shares. UK's Smiths Group Rallies Amid Asbestos Liability Divestment Plan, Higher Fiscal 2026 Dividend
• Positive Sentiment: The company launched another £500 million tranche of its previously announced £1.5 billion share-buyback program. The additional repurchases should support earnings per share and return capital to investors. Smiths Group expands share buyback with new £500m tranche
• Neutral Sentiment: Fiscal 2026 operating profit from continuing operations rose 2.7% to £399 million, while reported pretax profit from continuing operations declined. This mixed result means the improved outlook and capital returns are currently more important to sentiment than headline profit growth. Smiths Group FY2026 Operating Profit Rises 2.7% to £399 Million as Asbestos Liability Disposal Planned
• Negative Sentiment: Jefferies cut its price target, citing uncertainty around estimates. That downgrade may limit further upside, particularly after the stock’s strong run toward its 52-week high. Jefferies Cuts Smiths Group Share Price Target as Estimates ‘Still Messy’

Smiths Group Price Performance

Shares of LON:SMIN opened at GBX 2,746 on Wednesday. The company has a market capitalization of £7.90 billion, a PE ratio of 35.76, a price-to-earnings-growth ratio of 0.35 and a beta of 0.74. The company has a debt-to-equity ratio of 73.19, a quick ratio of 1.29 and a current ratio of 3.04. The stock has a fifty day moving average of GBX 2,607.32 and a 200-day moving average of GBX 2,529.40. Smiths Group has a one year low of GBX 2,088 and a one year high of GBX 2,796.

Smiths Group (LON:SMIN - Get Free Report) last issued its earnings results on Tuesday, September 22nd. The company reported GBX 49.50 earnings per share (EPS) for the quarter. Smiths Group had a return on equity of 13.71% and a net margin of 11.39%. As a group, equities analysts anticipate that Smiths Group will post 85.1295337 EPS for the current fiscal year.

Insiders Place Their Bets

In other Smiths Group news, insider Richard Howes acquired 67 shares of Smiths Group stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average cost of GBX 2,658 per share, with a total value of £1,780.86. Insiders own 0.86% of the company's stock.

Smiths Group Company Profile

For 175 years, we have been pioneers of progress, engineering a better future. Our strategy is to be a focused, efficient and value creating industrial engineering company operating in the attractive and growing market segments of flow control, thermal solutions, construction and aerospace. We focus on solving the toughest problems for our customers, helping address critical global needs such as decarbonisation and the ever-increasing demand for process and energy efficiency. We are pioneers of progress.

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