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UBS has maintained a "Neutral" rating for Allianz shares, setting a target price of 320 euros, as analyst Will Hardcastle favors life insurers over non-life in Europe. Allianz shares fell 0.7% to EUR 352.80, with a 9.3% potential decline to the target price, despite a 19.2% rise since early 2025. The company is set to release its Q1 2025 balance sheet on May 15, 2025.
UBS AG has maintained a "Neutral" rating on Allianz shares with a target price of €320, as analyst Will Hardcastle favors life insurers over non-life stocks. The Allianz share fell 0.7% to €352.80, indicating a potential downside of 9.3% relative to the target price, despite a 19.2% increase since the start of 2025. The company is set to release its Q1 2025 results on May 15, 2025.
UBS has maintained a "Sell" rating for Zurich Insurance Group, setting a target price of 535 Swiss francs. Analyst Will Hardcastle favors life insurers over non-life insurers in Europe, highlighting Prudential, Aviva, AXA, Swiss Re, and Beazley as preferred stocks in his recent sector report.
UBS has maintained a "Neutral" rating for Munich Reinsurance Company, setting a target price of 594 euros. Analyst Will Hardcastle favors life insurers over non-life, highlighting stocks like Prudential and AXA. Munich Re shares fell 0.6% to EUR 584.00, with a 1.71% upside potential, and have risen 19.9% since the start of 2025. Key Q1 2025 figures are due on May 13, 2025.
UBS has maintained a "Neutral" rating for Hannover Re shares, setting a target price of 267 euros. Analyst Will Hardcastle favors life insurers over non-life, highlighting stocks like Prudential and AXA. As of 11:32 a.m., Hannover Re shares fell 1.0% to EUR 274.30, with a 13.6% increase since the start of 2025. The company will report Q1 2025 profit and sales figures on May 13, 2025.
European reinsurers have seen a significant improvement in return on equity (ROE), surpassing the cost of equity in three of the last four years, driven by strong returns in 2023 and 2024. This trend follows a series of large loss events and rising natural catastrophe losses, prompting rate increases since 2017, particularly after Hurricane Ian in 2022. Despite challenges, including Scor's pressure on ROE due to reserving actions, the sector is proactively managing risks and building reserve resiliency.
With low interest rates likely to persist, the stock market is poised for growth as companies can borrow cheaply to invest. However, geopolitical tensions and uncertainties may lead to volatility in 2025, making high-dividend stocks a safer investment choice for stable returns. The Swiss equity market, known for its defensive nature, features companies like Nestlé and Roche that offer attractive dividends, providing a buffer against market fluctuations.
Insured losses from the Los Angeles wildfires are estimated between $35-$50 billion, potentially influencing property catastrophe pricing for mid-year reinsurance renewals. Despite this, analysts expect rates to remain consistent with January 2025 trends, as major reinsurers have already absorbed significant portions of their natural catastrophe budgets. The overall reinsurance market is in a post-peak margin cycle, with a slight decline in risk-adjusted pricing observed, though further catastrophe events could alter this outlook.
Goldman Sachs has raised its price target for Swiss Re stock to CHF150 from CHF143 while maintaining a Neutral rating. The increase follows a 29% rise in share value due to improved earnings projections for 2025 and a conservative reserving strategy. Analysts view 2025 as crucial for the company, aiming for over $4.4 billion in net income without significant reserve increases.
Clear Group has appointed Simon Smith, formerly of Swiss Re, as its new group chief operating officer. With over 20 years in the insurance sector, Smith will oversee operations, IT, data, and claims, playing a crucial role in the company's growth strategy across the UK and Europe. This move follows a series of acquisitions since Goldman Sachs Asset Management took a majority stake in June 2022.
Swiss Re AG
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs maintains neutral rating for allianz with target price of 320 euros
Euro
Swiss Re AG
Beazley plc
UBS AG
AXA SA
Allianz SE
Prudential plc
GBR
DEU
CHE
FRA
Will Hardcastle
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14:08 31.03.2025
ubs maintains neutral rating on allianz shares with target price of 320 euros
13:49 31.03.2025
ubs maintains sell rating on zurich insurance with target price of 535 francs
Swiss Franc
Swiss Re AG
Zurich Insurance Group AG
Beazley plc
AXA SA
Prudential plc
CHE
Will Hardcastle
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13:01 31.03.2025
ubs maintains neutral rating on munich reinsurance shares with target price of 594 euros
11:49 31.03.2025
ubs maintains neutral rating for hannover re shares with target price of 267 euros
11:49 31.03.2025
European reinsurers see return on equity growth amid market challenges
10:04 28.03.2025
stable income through high dividend stocks in uncertain markets
United States Dollar
S Tempo Swiss Life AM
Novartis AG
Swiss Re AG
Zurich, Agence générale Christian Meier SA
Hoffmann-La Roche AG
Nestlé S.A.
CHE
Jean Rochefort
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11:10 27.03.2025
los angeles wildfires impact property catastrophe pricing ahead of mid-year renewals
11:31 25.03.2025
Goldman Sachs raises Swiss Re price target to CHF150 maintains Neutral rating
08:16 24.03.2025
clear group appoints simon smith as group chief operating officer
British Pound Sterling
The Goldman Sachs Group, Inc.
Willis Towers Watson PLC
Swiss Re AG
CHE
Simon Smith
Phil Williams
Mike Edgeley
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12:42 21.03.2025
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