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Aviva plc (AVVIY) Q4 2025 Earnings Call Transcript

Aviva PLC announced a 10% increase in its final dividend alongside a £350 million share buyback as it posted results for what chief executive Amanda Blanc boasted was an "outstanding performance" for 2025. Group operating profit jumped 25% to £2.2 billion as the life insurer delivered financial targets 12 months ahead of schedule.

Aviva has executed a successful U.K.-focused strategy, divesting non-core assets and acquiring Direct Line to strengthen its market position. Operational performance has improved, with rising profits, strong solvency, and increased cross-selling, supporting a 5.6% dividend yield above the FTSE 100 average. Dividend growth is expected to slow to low-to-mid single digits per share, as the Direct Line acquisition…

Aviva PLC (LSE:AV.) reports full-year results on 5 March, and the headline number investors will be watching most closely is not the profit figure but the buyback.

Bloomberg's 2026 Dividend Focus list highlights 16 'safer' stocks with free cash flow yields exceeding dividend yields, signaling strong dividend sustainability. Top projected net gains for 2026 include PT Telekom at 70.36%, with average net gain estimates of 28.13% across the top ten dividend-focused stocks. Five 'IDEAL' stocks—Continental, Aviva, PT Telekom, Danske Bank, and Western Midstream—offer dividends from…