Up 60% since April: are AMP shares a buy, hold or sell?

Here's what Macquarie thinks of the stock.

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Key points

  • AMP Ltd shares are 0.71% lower, trading at $1.7475, but have increased 20.48% year-over-year, with Macquarie raising its price target to $1.92, implying a 9.9% upside potential.
  • Macquarie maintains a neutral rating, noting potential short-term volatility in AMP’s assets under management and mortgage competition; however, it recognises improved earnings projections for FY25 and FY26.
  • Macquarie highlights AMP's disciplined mortgage growth strategy, with the Gross Loan and Acceptance balance up 2.3% since December, aligning with company expectations for slower market growth in FY25.

The AMP Ltd (ASX: AMP) share price is trading in the red on Tuesday morning. At the time of writing the shares are 0.71% lower at $1.75 a piece.

The shares have jumped an impressive 60.3% since they hit a 12-month low in April this year. AMP's shares are now 20.48% higher than 12 months ago.

The fund manager released its third-quarter update in mid-October which saw its share price drop for the day. At the time, broker Macquarie Group Ltd (ASX: MQG) raised its target price on the stock, and now, just over two weeks later, the broker has changed its outlook again.

New price target for AMP shares

In a new note to investors, Macquarie confirmed its neutral rating on AMP shares. But it has raised its target price to $1.92, up from $1.80 in mid-October. 

At the time of writing, the new target price represents a potential 9.9% upside for investors over the next 12 months. That's significantly higher than the 0.6% upside available, based on Macquarie's previous price target.

"Earnings changes: FY25E: +3.6%; FY26E: +7.6%; reflecting remodelling of the Chinese partnerships within Corporate Expenses," the broker said in its note.

Neutral. To become more bullish we need to see a live walk-through of the "best in class technology platform.

Valuation: Our 12-month price target to $1.92 (from $1.80) based on a blended DCF/PE methodology.

What else did the broker have to say about the stock?

Macquarie notes that at AMP's 1H FY25 results "management indicated that the below system mortgage book growth reflected a disciplined approach to the volume/margin trade-off". 

Thus, we continue to monitor GLAA balances as a key indicator in the margin vs volume discussion….AMP Bank represented ~27% of group underlying NPAT in 1H25.

The broker also commented that AMP's Gross Loan and Acceptance (GLAA) balance for September has increased 2.3% since December last year. This is consistent with company expectations of a "slower than market" FY25.

It also added that for the second half of FY25, it expects GLAA growth versus the prior period to be 1.5% higher. The market expects a 1.9% increase from the previous period. 

"Although APRA's statistics do not match AMP's disclosures exactly in dollar terms, they have been reliable for growth rates," Macquarie said in its note.

Macquarie also said that its investment thesis is at short-term risk of volatility in AMP's assets under management in its Platforms and Superannuation and Investments businesses, and changes in mortgage competition.

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie 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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