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LONDON BROKER RATINGS: UBS cuts Diageo; Goldman Sachs cuts NatWest

4th Dec 2025 09:28

(Alliance News) - The following London-listed shares received analyst recommendations Thursday morning and on Wednesday:

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FTSE 100

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UBS raises Informa price target to 1,075 (1,055) pence - 'buy'

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UBS cuts Diageo to 'neutral' (buy) - price target 1,850 (2,250) pence

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JPMorgan cuts Sage price target to 1,300 (1,500) pence - 'overweight'

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JPMorgan raises Halma price target to 3,900 (3,500) pence - 'neutral'

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JPMorgan raises IMI price target to 2,960 (2,850) pence - 'overweight'

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JPMorgan raises Smiths Group price target to 2,950 (2,820) pence - 'overweight'

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JPMorgan raises Spirax price target to 7,800 (7,500) pence - 'neutral'

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JPMorgan raises Weir price target to 3,450 (3,300) pence - 'overweight'

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JPMorgan raises Persimmon price target to 1,800 (1,520) pence - 'overweight'

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Goldman Sachs cuts NatWest to 'neutral' - price target 685 pence

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Goldman Sachs raises Lloyds Banking price target to 110 (105) pence - 'buy'

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Goldman Sachs raises Land Securities price target to 670 (620) pence - 'neutral'

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BofA raises BT price target to 212 (202) pence - 'neutral'

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BofA raises Vodafone price target to 98 (92) pence - 'neutral'

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FTSE 250

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Barclays raises Bodycote to 'overweight' (equal-weight) - price target 765 (635) pence

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JPMorgan raises Bodycote price target to 670 (600) pence - 'neutral'

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RBC raises Paragon Group price target to 1,050 (975) pence - 'outperform'

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JPMorgan raises Softcat to 'overweight' (neutral) - price target 1,950 (1,750) pence

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JPMorgan raises Computacenter price target to 3,300 (3,000) pence - 'overweight'

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JPMorgan raises Genuit Group price target to 465 (455) pence - 'overweight'

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JPMorgan raises Oxford Instruments target to 2,600 (2,500) pence - 'overweight'

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JPMorgan raises Rotork price target to 420 (390) pence - 'overweight'

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JPMorgan raises Vesuvius price target to 390 (340) pence - 'neutral'

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JPMorgan raises Bellway price target to 3,820 (3,280) pence - 'overweight'

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JPMorgan raises Vistry price target to 640 (570) pence - 'neutral'

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JPMorgan cuts Taylor Wimpey price target to 120 (140) pence - 'neutral'

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RBC starts Mitie with 'outperform' - price target 195 pence

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Berenberg cuts B&M European Value Retail price target to 300 (450) pence - 'buy'

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Goldman Sachs cuts Great Portland Estates to 'neutral' (buy) - price target 340 (400) pence

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Goldman Sachs raises British Land price target to 470 (450) pence - 'buy'

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Goldman Sachs cuts Derwent London price target to 2,450 (2,460) pence - 'buy'

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Goldman Sachs raises Hammerson price target to 317 (261) pence - 'neutral'

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Deutsche Bank Research raises Zigup price target to 525 (500) pence - 'buy'

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Barclays raises Watches of Switzerland target to 595 (510) pence - 'overweight'

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Barclays cuts SSP price target to 220 (225) pence - 'overweight'

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SMALL CAP

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JPMorgan cuts Crest Nicholson price target to 160 (190) pence - 'neutral'

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JPMorgan raises YouGov to 'overweight' - price target 385 pence

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Deutsche Bank Research raises Victorian Plumbing target to 80 (70) pence - 'hold'

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Related Shares:

InformaDiageoSage GroupHalmaIMISmiths GroupSpirax-SarcoWeir GroupPersimmonNatwestLloydsLand SecuritiesBTVodafoneBodycoteParagon GroupSoftcatComputacenterGenuit GroupOxford InstrumentsRotorkVesuviusBellwayVistry GrpTaylor WimpeyMitieB&MGPEBritish LandDerwent LondonHammersonZigupWatches SwitzSSP GroupCrest NicholsonYouGovVictorian Plumbing
FTSE 100 Latest
Value9,703.14
Change11.07