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Reckitt Benckiser Group PLC (OTC:RBGLY) Maintains Hold Rating Amid Strategic Turnaround

  • Deutsche Bank maintains a "Hold" rating for RBGLY, raising its price target to 5,700 GBp, indicating a cautiously optimistic outlook.
  • RBC Capital Markets is confident in Reckitt's "Fuel for Growth" plan, forecasting consistent mid-single-digit growth and raising its price target from £60 to £64.
  • Despite a 17% increase in share price this year, RBGLY is trading at a discount with shares valued at approximately 18 times earnings for 2026, compared to around 20 times for the broader European consumer sector.

Reckitt Benckiser Group PLC, traded as OTC:RBGLY, is a global consumer goods company known for its health, hygiene, and home products. The company is in the midst of a strategic turnaround, focusing on growth and improved execution. Competitors in the consumer goods sector include Procter & Gamble and Unilever, which also operate in similar markets.

On October 27, 2025, Deutsche Bank maintained its "Hold" rating for RBGLY, with the stock priced at $15.74. Deutsche Bank also raised its price target for Reckitt Benckiser to 5,700 GBp. This reflects a cautious yet optimistic outlook on the company's future performance.

RBC Capital Markets has shown confidence in Reckitt's turnaround, increasing its price target from £60 to £64 and maintaining an outperform rating. This is due to Reckitt's consistent mid-single-digit growth and improved execution under its "Fuel for Growth" plan. RBC Capital Markets forecasts like-for-like sales growth of 3.2% this year, 4.2% next year, and 3.9% in 2027.

Reckitt's emerging markets are expected to achieve double-digit organic growth in 2025, contributing to the company's positive outlook. Despite a 17% increase in share price this year, Reckitt is trading at a discount compared to its peers, with shares valued at approximately 18 times earnings for 2026, compared to around 20 times for the broader European consumer sector.

The divestment of its Essential Home and Mead Johnson Nutrition units is anticipated to enhance management's focus. Currently, RBGLY is priced at $15.75, reflecting a slight increase of 0.25% or $0.04. The stock has fluctuated between $15.70 and $15.79 today, with a market capitalization of approximately $54.16 billion.