Mumbai News, 26 February 2026: At 11:46 this morning, Bajaj Finance Limited (NSE: BAJFINANCE) shares were trading on the NSE at ₹1,027.40, showing a rise of +0.65% (around ₹6.35) compared to the previous closing price. On the BSE, the shares were also at the same price of ₹1,027.40. The day’s high and low were ₹1,031.20 and ₹1,015.75 respectively. So far, the trading volume on the NSE has been 1.314 million shares, worth around ₹1,347.20 crore. The market capitalization is about ₹6,37,617 crore.
In the last trading session (25 February 2026), the share closed at ₹1,021.05. In today’s session, the share swung more than 1.5%, showing mixed signals for investors. The 52-week high is ₹1,102.50 and the low is ₹821.13. So far this year, the share has given around 8-10% returns, while in the past month it has risen more than 10%.
Live updates on NSE and BSE (26 February 2026)
- NSE: Opening ₹1,020.75, high ₹1,031.20, low ₹1,015.75, current ₹1,027.40 (+0.65%), volume 13,147,24 shares.
- BSE: Opening flat, high ₹1,031.00, low ₹1,015.80, volume 31,709 shares.
- VWAP (Volume Weighted Average Price): Around ₹1,022-1,023.
There were signs of light buying in the NBFC sector as well, given the overall positive signals in the Sensex and Nifty in the market.
Bajaj Finance is a major player in the NBFC sector. The company is mainly active in personal loans, vehicle loans, small business loans and housing finance. The company’s AUM (Assets Under Management) currently stands at over ₹4.84 lakh crore.
Q3 FY26 results: Core performance strong, reported profit fell due to one-off provisions
According to the results of the third quarter (October-December 2025) announced on 3 February 2026
Reported PAT: ₹4,066 crore (6% YoY decline).
- Core PAT (excluding accelerated ECL provision ₹1,406 crore and labor code charge ₹265 crore): ₹5,317 crore (+23% YoY).
- NII (Net Interest Income): ₹11,317 crore (+21% YoY).
- AUM: ₹4,84,477 crore (+22% YoY).
- GNPA: 1.21%, NNPA: 0.47%.
- Pre-provision operating profit +19%, ROE (core) 19.6%
The company said that AUM growth for FY26 will remain at 22% and credit costs are expected to stay around 165-175 bps in FY27. Management has emphasised improving operational efficiency using AI and digital tools.
Bajaj Finserv has announced a long-term roadmap for 2026-2030 – consolidated net profit CAGR 18-22%, profit of ₹21,000-24,000 crore by 2030. Bajaj Finance’s AUM will reach ₹5 trillion this year and the retail market share will increase to 3.6-4.0%.
What do Dalal Street analysts and top brokers say?
Most analysts on Dalal Street are giving Bajaj Finance a BUY or Outperform rating. According to an average of 35-37 analysts, the 12-month average target price is ₹1,078 to ₹1,119 (5-10% upside from the current price). The highest target is ₹1,270, the lowest is ₹713.
Recommendation of main brokers (until February 2026):
Prabhudas Liladhar (4 February 2026): BUY, target ₹1,125 (from reco price ₹963.60).
- JPMorgan: BUY, target ₹1,150.
- Nomura/Instinet: Buy, target ₹1,195.
- PL Capital: Buy, target ₹1,125.
- Mirae Asset Sharekhan: BUY, Target ₹1,150.
- ICICI Securities: HOLD, Target ₹1,050
- Motilal Oswal: NEUTRAL, Target ₹1,160.
Analysts say:
The company’s strong AUM growth, digital transformation, reduced operational costs through AI, and improvement in credit costs are positive for long-term investment. However, some brokers advise caution due to high interest rates and macroeconomic uncertainty.
Tech analysis: The stock is trading above the 50-day average (₹976) and the 200-day average (₹965). RSI is around 55-60, showing a moderate bullish trend. Support is at ₹1,010 and resistance levels are important at ₹1,043-1,056.
Conclusions
Bajaj Finance could remain attractive for long-term investors, especially considering AUM growth and digital focus. However, keep in mind market volatility and regulatory risks on the NBFC sector in the short term. Discuss with a financial advisor and consider your own risk profile before investing.
Disclaimer:
(NiftySharePrice.com stock market news is based on publicly available authentic data sources like NSE – BSE and SEBI-authorized brokers & analysts only. Investing in the stock market involves risk. So, do your own research and consult your authorized advisors before investing.)
