London, Feb 17, 2026, 09:30 GMT — Regular session
- Aviva picked up roughly 1.3% at the open in London, moving ahead of the wider market.
- Aviva’s full-year numbers land March 5, and investors have been adjusting positions in advance.
- The insurer is making a new play for retail investors, part of the sector’s broader effort to coax idle cash back into the market.
Aviva shares picked up 1.3% to hit 636.2 pence by 0930 GMT, with traders digesting the insurer’s new push into retail investing and eyeing its upcoming full-year numbers. The company is set to release results on March 5, followed by an investor and analyst presentation later that morning. (Aviva)
The stock’s turned back into a major UK income play, and that puts the focus squarely on the upcoming results. Investors are bracing for any change in messaging around capital returns—dividends, buybacks (that’s when the company buys back its own shares)—and they’ll be hunting for early clues about the outlook for 2026.
Investors are also keeping an eye on any comments about the company’s wealth division, long considered a standout in the UK insurance landscape. The March results are set to offer the best look so far this year at sales trends, profit margins, and the pace of cash flowing back to the group.
Aviva on Monday rolled out a fresh push to help more Britons feel at ease with investing, betting that confidence—not just access—remains a big hurdle. “Our focus is on giving people the tools, confidence and support to take that first step,” said Donato Boccardi, head of investments for consumer wealth at Aviva. (Aviva)
This move lines up with a broader trend in the sector. Nineteen firms are backing a retail investment campaign due to roll out in April 2026, the Investment Association said. The initiative has the backing of the UK Treasury, the Financial Conduct Authority, and the Money and Pensions Service. UK finance minister Rachel Reeves said in December the government wants “more people to benefit from this success.” (The Investment Association)
Aviva shares added 8.2 pence to 636 pence, after closing at 627.8 pence on Monday. The session saw the stock swing between 628.4 pence and 643.9 pence. Hargreaves Lansdown puts the indicated dividend yield at roughly 5.6%. The FTSE 100 was up 0.4%. (Hargreaves Lansdown)
Aviva’s July 2025 takeover of Direct Line has left investors sorting through the aftermath. CEO Amanda Blanc, back when the deal closed, called it a move that “brings together” top UK insurance names “to better serve the needs of now 20 million UK customers.” (Investegate)
Over the next several weeks, the focus turns to fundamentals: solid underwriting in both motor and home, extracting fee income from wealth, and gauging how much cash the group can hand back without unsettling its balance sheet. A bigger push on buybacks tends to give the shares a lift. But if management hesitates, investors generally expect a clear explanation.
But it works both ways. If claims costs start to climb again, or integration expenses come in higher than forecast, the mood can shift fast — insurers may seem like a bargain, until suddenly they’re not.
