Up 60% this year! This sizzling ASX financials stock isn't done yet

Here's what's behind this optimistic price target.

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Key points

  • MA Financial Group (ASX: MAF) has seen a 60% share price increase this year, with potential for further growth according to Morgans.
  • The focus is on MAF's emerging MA Money business, which shows strong progress in the non-bank mortgage lending sector and is now profitable.
  • Morgans' upgraded price target of A$10.63 suggests more upside, while other platforms like Selfwealth and TradingView indicate even more potential growth.

Analysis out of Morgans suggests sizzling ASX financials stock MA Financial Group Ltd (ASX: MAF) still has room to grow. 

MA Financial Group is a diversified financial services company, specialising in managing alternative assets, lending, corporate advisory, and equities.

It currently has more than $8.6 billion in assets under management.

At the start of the year, its shares were trading at approximately $5.83. 

Fast forward to this week, shares are hovering around $9.41. 

This is more than a 60% rise. 

Despite this rapid rise, guidance out of Morgans suggests the stock still has plenty of room to run. 

Here's what the broker had to say. 

Emerging MA Money (MAM) business

The team out of Morgans provided guidance with a specific focus on MAF's emerging MA Money (MAM) business. 

MA Money is the non-bank residential mortgage lending business of MA Financial Group.

The broker believes whilst this business is still somewhat in its infancy, strong progress has been made building out the franchise thus far, punctuated by rapid loan growth and MAM now being profitable.

Morgans also sees FY26 MAM financial targets as readily achievable, with potential for significant further growth (noting MQG has shown the pathway for challengers to grow in the large Australian mortgage market). 

We make nominal changes to our FY26/FY27 EPS forecasts of +1%-+2%.

With strong operating momentum and >10% TSR upside on a 12-month view, we maintain our ACCUMULATE recommendation.

Still plenty of upside 

Based on these adjustments, the broker has increased the price target to A$10.63 (from A$10.23) for this ASX financials stock.

With the broker's upgraded price target, there is an approximate upside of 13% from yesterday's closing price of $9.41. 

Looking at guidance elsewhere, online brokerage platform Selfwealth lists the stock as "undervalued" by more than 14%. 

TradingView has a one year price target of $11.03, which indicates more than 17% upside. 

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Ma Financial Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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