NAB Bull Wants to Weigh Impact of Business Competition -- Market Talk

Dow Jones

Oct 28, 2025

0254 GMT - National Australia Bank's bull at Jefferies is looking to the lender's annual result announcement for details on how its business unit is holding up against increased competition. Analyst Andrew Lyons acknowledges concerns that NAB's traditional strength in business banking makes it more exposed than its peers to increased industry focus on the sector. Lyons' expectation for a 1.77% net interest margin for the second half of NAB's 2025 fiscal year compares with a consensus forecast of 1.73%. He tells clients in a note that he will be looking for any sign that competition is having an adverse margin impact. Jefferies lifts its target price 1.4% to A$46.16 and keeps a buy rating on the stock, which is up 2.4% at A$44.585. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

October 27, 2025 22:54 ET (02:54 GMT)

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Analyst Andrew Lyons acknowledges concerns that NAB's traditional strength in business banking makes it more exposed than its peers to increased industry focus on the sector. Lyons' expectation for a 1.77% net interest margin for the second half of NAB's 2025 fiscal year compares with a consensus forecast of 1.73%. He tells clients in a note that he will be looking for any sign that competition is having an adverse margin impact. Jefferies lifts its target price 1.4% to A$46.16 and keeps a buy rating on the stock, which is up 2.4% at A$44.585. 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Analyst Andrew Lyons acknowledges concerns that NAB's traditional strength in business banking makes it more exposed than its peers to increased industry focus on the sector. Lyons' expectation for a 1.77% net interest margin for the second half of NAB's 2025 fiscal year compares with a consensus forecast of 1.73%. He tells clients in a note that he will be looking for any sign that competition is having an adverse margin impact. Jefferies lifts its target price 1.4% to A$46.16 and keeps a buy rating on the stock, which is up 2.4% at A$44.585. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 27, 2025 22:54 ET (02:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7511","symbol_name":"ESG概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2578305602","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2578305602","pubTimestamp":1761620040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0254 GMT - National Australia Bank's bull at Jefferies is looking to the lender's annual result announcement for details on how its business unit is holding up against increased competition. Analyst Andrew Lyons acknowledges concerns that NAB's traditional strength in business banking makes it more exposed than its peers to increased industry focus on the sector. Lyons' expectation for a 1.77% net interest margin for the second half of NAB's 2025 fiscal year compares with a consensus forecast of 1.73%. He tells clients in a note that he will be looking for any sign that competition is having an adverse margin impact. Jefferies lifts its target price 1.4% to A$46.16 and keeps a buy rating on the stock, which is up 2.4% at A$44.585. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7511":"ESG概念","BK4207":"综合性银行","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","BK7135":"综合性银行","NABZY":"National Australia Bank Ltd. 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(stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 27, 2025 22:54 ET (02:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}