Jefferies cuts target for Montea stock from EUR 85 to EUR 74

Published on 10/16/2026 at 09:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Montea stock costs EUR 63.20 on October 16, 2026, 19.39 percent below EUR 78.40. First-half leasing reached 255,000 square meters.

Leadership and leasing update

Jefferies lowered its Montea target to EUR 74.00 on October 14, 2026.
The first-half call cited 255,000 square meters and 5 percent EPRA earnings per share growth.
Montea stock was trading at EUR 63.20 at 9:18 a.m. CEST at Lang & Schwarz on October 16, 2026.

Montea (company), BE0003853703, Illustration mit AI erstellt.

Montea (ISIN BE0003853703) was trading at EUR 63.20 at Lang & Schwarz in pre-market activity on October 16, 2026, while Jefferies had cut its price target from EUR 85.00 to EUR 74.00. The target change gives the stock a clear valuation reference as the logistics real estate company prepares for its next reported update.

Jefferies cuts target to EUR 74

According to Markets Insider on October 14, 2026, Jefferies analyst Stephanie Dossmann lowered the target from EUR 85.00 to EUR 74.00 and kept a Buy rating. At EUR 63.20, the stock was 14.59 percent below the new target, calculated against EUR 74.00.

What does 255,000 square meters mean?

The operational picture remains centered on leasing execution. In the first-half earnings call, Montea said it had let or relet 255,000 square meters over six months, with an average rental uplift of 16 percent and EPRA earnings per share growth of 5 percent year over year, according to Yahoo Finance.

Three milestones shape Track27

On August 21, 2026, the first-half call said 95 percent of Montea's EUR 1.15 billion Track27 investment plan was secured. On September 24, 2026, Montea announced EUR 68 million of investments in multimodal logistics locations, according to Montea. On October 12, 2026, the company appointed two senior executives for Germany, with one role starting on October 19, 2026 and the other on February 1, 2027, according to Montea.

Next dates are October 19 and February 1

The next company-specific dates are the October 19, 2026 start of Friedrich Schäufele as Head of Business Development Germany and the February 1, 2027 start of Maximilian Tappert as Country Director Germany. Both dates are part of the October 12, 2026 company announcement.

Price holds at EUR 63.20

Montea trades on Euronext Brussels under ticker MONT.BR. The current euro quotation places the stock 19.39 percent below the EUR 78.40 52-week high cited for October 13, 2026, while the market capitalization was EUR 1.5 billion on October 14, 2026. The further course of trading is shown by the continuously updated real-time quote of Montea stock.