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The fair value estimate for Savills has been trimmed slightly from £12.56 to £12.48, keeping the updated view close to earlier assessments. This adjustment sits alongside research that has become more constructive, with some analysts pointing to higher published price targets, including the £14.00 level, as they reassess both upside potential and execution risks. As you read on, you will see how these evolving targets and opinions can help you track the shifting narrative around Savills.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Peel Hunt upgraded Savills to Buy from Add with a £14.00 price target, which sits above the current fair value estimate of £12.48 and highlights where some analysts see additional upside potential.
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The recent upgrade from Peel Hunt signals a more constructive stance on Savills execution and growth prospects, with the higher target price used as one reference point for what they view as achievable over time.
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UBS has also adopted a more positive view on Savills, with the upgrade indicating increased confidence in how the group can deliver against its plan and support current valuations.
🐻 Bearish Takeaways
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Peel Hunt previously took a more cautious view when it downgraded Savills earlier in 2026, which shows that opinions on execution risk and growth potential have not been uniformly positive through the year.
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The earlier downgrade from Peel Hunt serves as a reminder that, even with recent upgrades, some analysts still watch for possible pressure on future delivery relative to expectations embedded in target prices.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!
We've flagged 2 risks for Savills. See which could impact your investment.
What's in the News
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The Beverly Hills Estates has entered an association with Savills as its exclusive residential brokerage partner on the U.S. West Coast, creating a direct channel for international clients into Los Angeles and other prime West Coast markets while giving its listings wider global exposure through the Savills network.
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The association includes two way referral arrangements, linking U.S. based clients seeking residences and investments abroad with Savills advisors and connecting Savills global clientele to higher end West Coast residential representation.
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Savills recommended a final ordinary dividend of 15.7p per share for the year ended 31 December 2025, taking the total ordinary dividend to 23.1p per share, with aggregate final and supplementary interim dividends of 26.4p per share, subject to shareholder approval at the AGM on 13 May 2026.
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Savills declared a supplemental dividend of 10.7p per share, described as a 24% increase on the prior supplemental dividend of 8.6p per share, and appointed Nick Sanderson as Group Chief Financial Officer with a planned start date of 9 February 2026.
How This Changes the Fair Value For Savills
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Fair value moved slightly from £12.56 to £12.48, keeping the estimate broadly in line with the prior view.
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Revenue growth assumption moved from 6.85% to 8.53% in the refreshed model.
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Net profit margin assumption adjusted from 5.22% to 5.26% on future revenue.
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Future P/E assumption reduced from 14.94x to 14.43x alongside the new fair value estimate.
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Discount rate nudged down from 10.81% to 10.77% in the latest assumptions.
Never Miss an Update: Follow The Narrative
Narratives connect Savills' business story with the assumptions behind analyst forecasts and fair value. They update as new data, forecasts, and risks are added so you can see how the thesis is evolving.
Head over to the Simply Wall St Community and follow the Narrative on Savills to stay up to date on:
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How record transactional pipelines in EMEA and North America, plus expanding consultancy and property management in APAC, may affect expectations for future revenue and earnings.
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What rising demand for hybrid work and workplace advisory, digital automation, and AI driven analytics could mean for Savills' mix of recurring, higher margin consultancy income.
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Key risks around macro uncertainty, structural shifts in commercial real estate, pressure on investment management fees, and the possibility that higher operating costs outpace revenue growth.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SVS.L .
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