Daily Stock Market Report (Thur 5th March 2026) - Agenda

Good morning!

Today's Agenda is complete. Spreadsheet accompanying this report: link.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Reckitt Benckiser (LON:RKT) (£39bn | SR70)Results for the year ended 31 December 2025Sales ahead of expectations. Revenue up 5% LFL with adj operating profit up 2% to £3,543m. Growth driven by Core Reckitt including Dettol, now the largest brand by revenue. Outlook: expect Core Reckitt LFL revenue growth of 4% to 5%. Q1 revenue affected by weaker cold and flu season.Aviva (LON:AV.) (£20bn | SR64)2025 Results AnnouncementOperating profit up 25% to £2,203m, including £174m contribution from Direct Line. Operating earnings per share rose by 17% to 56p, with the dividend up 10% to 39.3p. £350m buyback. New three-year targets of 11% CAGR EPS growth, Return on Equity gt;20% and cash remittances of gt;£7bn.Associated British Foods (LON:ABF) (£13.7bn | SR81)Appointment of Primark Chief Executive amp; ABF Chief Financial OfficerJoanna Edwards appointed as Group CFO, she has served as Interim CFO since March 2025 and was previously Group Financial Controller.Eoin Tonge appointed as Primark CEO having been interim CEO since March 2025. He was previously ABF Group...