January 18, 2026, 6:02 AM EST. Land Securities Group (LSE:LAND) sees a modest lift in its modelled fair value, from £6.77 to £7.04, even as assumptions tilt more cautious. The change comes as revenue growth is revised to a deeper decline (from -5.39% to -5.99%), and the discount rate rises from 8.11% to 8.35%, nudging the model away from a heavier weight on future cash flows. The profit margin edges lower, to 91.63% from 94.67%, a small squeeze on near-term profitability. Analysts remain split: Deutsche Bank maintains a Buy with a £7.30 target (730 GBp), signaling confidence in execution, while Panmure Liberum downgrades, highlighting higher risk. The divergence underscores the need for cautious conviction as the narrative around LAND evolves. Investors are advised to watch how plans unfold.