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. He will remain with QBE Insurance Group during the search for his successor to ensure a smooth transition (Key Developments).
- QBE Insurance Group announced an interim dividend of AUD 0.31 per share for the first half of 2025. The ex-dividend date is August 19, the record date is August 20, and payment is scheduled for September 26, 2025 (Key Developments).
Valuation Changes
- Fair Value: Decreased from A$23.59 to A$23.29, indicating a slight reduction in projected intrinsic value.
- Discount Rate: Remained stable at 6.48%, reflecting unchanged risk assumptions.
- Revenue Growth: Improved marginally from -3.73% to -3.58%, signaling expectations for a less negative growth rate.
- Net Profit Margin: Dipped slightly from 9.45% to 9.31%, suggesting a small anticipated contraction in profitability.
- Future P/E: Declined significantly from 22.19x to 14.39x. This indicates a lower expected price-earnings valuation.
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