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Financial Services

Just Group sinks despite doubling profit two years ahead of target

Just Group PLC shares sank over 13% on Friday despite seemingly strong results showing it had hit a target to double profit two years early.

Underlying operating profit surged 34% to £504 million in the year to December 31, the retirement specialist said on Friday.

New business sales growth and higher recurring in-force profit were attributed for the increase, which was coupled with a 20% hike to its dividend to 2.5p a share.

“We made a pledge three years ago to double profits over five years,” chief executive David Richardson said, “we have significantly exceeded that target in just three years”.

The increase meant FTSE 250-listed Just Group, which specialises in annuities, had exceeded expectations for profit of £499 million.

“Our defined benefit and retail businesses contributed to this excellent performance, and both are operating in markets that are benefitting from long-term structural growth drivers,” Richardson added.

However, profit taking appeared to take hold in the wake of the results, as shares tumbled 13.8% to 140.64p.

JPMorgan and RBC analysts reiterated 'overweight' and 'outperform' ratings respectively after the update, as the likes of Panmure Liberum also repeated backing.

Jefferies analysts flagged the only issue was a slightly below-consensus tangible net asset value of 254p a share.

Panmure also flagged no new targets had been set, but forecast "strong double-digit performance to continue".