THG’s (THG) Buy Rating Reiterated at Jefferies Financial Group

Jefferies Financial Group reissued their buy rating on shares of THG (LON:THG) in a research report report published on Friday morning, MarketBeat.com reports. The brokerage currently has a GBX 60 target price on the stock.

Separately, JPMorgan Chase & Co. reissued a “neutral” rating on shares of THG in a research note on Monday, January 19th. One analyst has rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of GBX 57.50.

THG Trading Down 6.5%

THG opened at GBX 31.18 on Friday. The company has a quick ratio of 0.89, a current ratio of 1.03 and a debt-to-equity ratio of 141.80. THG has a 52 week low of GBX 22.90 and a 52 week high of GBX 52.55. The firm has a market cap of £485.67 million, a price-to-earnings ratio of -3.12, a price-to-earnings-growth ratio of -0.08 and a beta of 2.60. The business’s 50 day moving average is GBX 34.94 and its two-hundred day moving average is GBX 40.01.

THG (LON:THG) last posted its earnings results on Thursday, March 26th. The company reported GBX (0.04) earnings per share (EPS) for the quarter. THG had a negative return on equity of 35.25% and a negative net margin of 8.04%. On average, research analysts predict that THG will post -6.7170435 EPS for the current year.

Insider Activity

In related news, insider Matthew Moulding acquired 24,395,170 shares of THG stock in a transaction on Friday, February 20th. The shares were purchased at an average cost of GBX 35 per share, for a total transaction of £8,538,309.50. Company insiders own 22.90% of the company’s stock.

THG News Roundup

Here are the key news stories impacting THG this week:

• Positive Sentiment: Reported FY25 results that beat forecasts and delivered a return to profit and revenue growth — management says the business has made a strong start to 2026. THG surpasses expectations for FY2025
• Positive Sentiment: Record second half performance led the group to reinforce and strengthen FY26 guidance, signalling improving operational momentum. Record second half sees THG return to growth
• Positive Sentiment: Core brands Lookfantastic and Myprotein drove growth; THG highlights scale in online sports nutrition and near-£2bn group revenue. THG returns to profit as Lookfantastic and Myprotein drive growth
• Positive Sentiment: Jefferies reaffirmed a “buy” rating with a GBX 60 price target, providing broker support for the recovery story. London Stock Exchange broker ratings
• Neutral Sentiment: Investors can review the Q4/FY25 earnings call transcript and strategic commentary for detail on margin recovery and disposals. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market reaction was initially positive (shares jumped after results) but later pulled back, indicating mixed short-term sentiment. THG shares jump 8% after results
• Negative Sentiment: Cash remains a constraint despite asset disposals that reduced debt; liquidity and free cash flow are watch-points for funding growth and debt reduction. THG disposals cut debt but cash remains a struggle
• Negative Sentiment: Key financials still show short-term weakness: recent quarterly EPS was negative, net margin and ROE remain pressured, and leverage is high (debt-to-equity ~142%), keeping valuation and refinancing risk in focus. THG earnings and slide deck

About THG

THG (www.thg.com) is a global innovator revolutionising how brands connect to a worldwide consumer base. We are transforming how consumer brands go to market in the digital age.

We have built a portfolio of leading digital beauty, health, wellness, and sports nutrition brands that are capitalising on the global growth opportunities, supported by the accelerating consumer shift to the e-commerce channel.

THG is home to three key divisions: Beauty, Nutrition, and Ingenuity. All brands, whether in-house or third parties are powered by our complete commerce division Ingenuity, which is a flexible and scalable offering formed of a combination of complex e-commerce technologies, physical assets, infrastructure, and brand building capabilities.

THG Beauty is home to leading online pure-play retailers for prestige beauty products and brings together global online multi-brand retail subscription boxes, owned prestige brands along with production and innovation.