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Highlights

  • Foresight Group receives multiple ‘Buy’ recommendations with price targets implying up to 74.5% upside.

  • Analysts project average price target of GBP 621.43, a 46.56% increase from current levels.

  • FY25 results show 9% growth in AUM and 14% rise in FUM, backed by record retail fundraising.

Foresight Group Holdings Ltd (LSE:FSGF.L), a prominent investment manager focused on real assets and growth capital, has attracted analyst support following its robust FY25 performance. The company currently carries a consensus "Strong Buy" recommendation, with multiple analysts projecting significant upside to its share price.

Analyst Endorsements and Price Targets

Based on data as of June 27, 2025, Foresight has received “Buy” recommendations from analysts at Jefferies, Panmure Liberum, Investec Bank UK, and Berenberg. Their respective price targets for Foresight’s shares range between GBP 550.00 and GBP 740.00, representing potential price gains from 29.7% to 74.5% compared to the current market price of GBP 424.0.

  • Panmure Liberum analyst James Allen has issued the highest target of GBP 740.00, implying a 74.53% upside.

  • Investec Bank UK’s Jens Ehrenberg set a target of GBP 625.00, reflecting a 47.41% increase.

  • Berenberg’s Alexander Bowers forecast a target of GBP 580.00, indicating a 36.79% potential gain.

  • Jefferies’ Tom Mills maintains a target of GBP 550.00, with room for a 29.72% rise.

The calculated mean target price stands at GBP 621.43, suggesting a potential upside of 46.56% from current levels.

Financial Performance and Strategic Momentum

Foresight recently reported its full-year financial results for the period ended March 31, 2025. The Group delivered financial growth, with Assets Under Management (AUM) rising 9% year-on-year to GBP 13.2 billion and Funds Under Management (FUM) climbing 14% to GBP 9.6 billion. On a constant currency basis, AUM reached GBP 13.5 billion.

The company achieved record fundraising of GBP 587 million in higher-margin retail vehicles—marking a 35% year-on-year increase. These inflows have driven investment into UK SMEs, aligning with Foresight’s long-term strategy to capitalise on emerging market transitions in energy, decarbonisation, and nature restoration.

Revenue for the year rose 9% to GBP 154.0 million, with core EBITDA pre-SBP increasing 5%. While margin compression was noted due to elevated investment in talent and operational expansion, management expects margins to improve over the coming periods.

Dividend and Shareholder Returns

Foresight’s Board has proposed a final dividend of 16.8p, bringing the total FY25 dividend to 24.2p—a 9% increase over the previous year. The dividend is scheduled to be paid on October 3, 2025.

In addition to the dividend increase, Foresight’s ongoing share buyback programme of up to GBP 50 million reinforces its capital return strategy. The Group aims to return substantially all free cash flow to shareholders.