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QBE: Leadership Transition And Dividend Outlook Will Support Long-Term Upside

Published
25 Feb 25
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
4.8%
7D
1.7%

Author's Valuation

AU$23.2212.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Fair value Decreased 0.28%

QBE Insurance Group's analyst price target has been slightly lowered from $23.29 to $23.22, as analysts cite modest adjustments to profit margin expectations and minor changes in growth forecasts. What's in the News Chris Killourhy will be appointed as Group Chief Financial Officer, effective January 1, 2026, following an extensive career at QBE and in the insurance industry (Key Developments) Current CFO Inder Singh has resigned and will remain until a replacement is found to ensure a smooth transition (Key Developments) Dividend for the six months ending June 30, 2025, declared at AUD 0.31 per share with an ex-date on August 19, 2025 and payment on September 26, 2025 (Key Developments) Valuation Changes Consensus Analyst Price Target has decreased marginally from A$23.29 to A$23.22.

Shared on 20 Oct 25

Fair value Decreased 1.30%

QBE Insurance Group's analyst price target was revised downward by $0.31 to $23.29, as analysts cite slightly weaker revenue growth and profit margin forecasts as contributing factors to the updated valuation. What's in the News Chief Financial Officer Inder Singh has resigned.

Shared on 18 Sep 25

Fair value Decreased 1.03%

QBE Insurance Group's future P/E ratio has risen sharply, indicating higher expected earnings multiples despite profit margins remaining stable, with the consensus analyst price target essentially unchanged, decreasing slightly from A$23.84 to A$23.59. What's in the News CFO Inder Singh has resigned, with a transition period while a replacement is sought.

Shared on 01 May 25

Fair value Increased 3.16%

Shared on 23 Apr 25

Fair value Decreased 3.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 8.78%

Shared on 09 Apr 25

Fair value Decreased 8.20%

AnalystConsensusTarget has decreased revenue growth from -4.3% to -6.0%.

Shared on 02 Apr 25

Fair value Increased 4.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Decreased 5.06%

AnalystConsensusTarget has decreased revenue growth from -3.6% to -4.4%.