Goldman Sachs keeps Buy rating for Haleon stock at GBp 460.00

Published on 10/18/2026 at 12:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Haleon plans GBP 800 million in five-year gross savings. Haleon stock faces its third-quarter update on October 29 after organic growth of 2.20 percent.

Targets and operating milestones

Goldman Sachs set a GBp 460.00 target for Haleon on October 7, 2026.
JPMorgan cut its target from GBp 315.00 to GBp 295.00 on September 28, 2026.
Haleon plans GBP 800 million in gross savings over five years.
The next third-quarter trading update is scheduled for October 29, 2026.

Pop-Art-Comic: Apotheker überreicht Kundin eine unbeschriftete Medikamentenschachtel — Haleon plc (ISIN GB00BMX86B70) versorgt Apotheken weltweit mit rezeptfreien Medikamenten und Gesundheitsprodukten täglich, Illustration mit AI erstellt.

Haleon (GB00BMX86B70) faces sharply divided analyst expectations after Goldman Sachs reiterated its Buy rating and set a GBp 460.00 price target on October 7, 2026. According to Markets Insider, the report also cited second-quarter revenue of GBp 2.80 billion and net profit of GBp 381.00 million.

Three dates frame the stock

On September 28, 2026, JPMorgan cut its Haleon target from GBp 315.00 to GBp 295.00 and kept an Underweight rating, according to AskTraders. On October 7, Goldman Sachs set its GBp 460.00 target. The next scheduled event is Haleon's October 29, 2026, third-quarter trading update.

What does October 29 mean?

The update will test whether Haleon's 2.20 percent first-half organic growth can move closer to management's 3.00 percent to 5.00 percent full-year range. Investing.com reported that second-quarter organic growth reached 3.10 percent, up from 2.20 percent in the first quarter.

Savings shape the valuation

Haleon's investment case rests on 4.00 percent to 6.00 percent annual organic revenue growth and high-single-digit adjusted operating profit growth at constant currency. Its investor-relations page also cites GBP 800 million in gross cost savings over five years, a figure that gives the October update a margin dimension. The company describes itself as a pure-play consumer health group built around everyday health products, including oral care, pain relief and vitamins.

Targets point in opposite directions

Goldman Sachs' GBp 460.00 target stands well above JPMorgan's GBp 295.00 view, leaving execution against the growth range as the central dividing line for analysts. Haleon's next reported operating update should provide the next quantified test of volume, pricing and margin progress. The further course of trading is shown by the continuously updated real-time quote of Haleon stock.