Update shared on 02 Dec 2025
Fair value Decreased 2.70%Analysts have slightly reduced their price target for QBE Insurance Group, lowering it from $22.95 to $22.33. This reflects marginal adjustments to growth and profitability forecasts.
What's in the News
- Chris Killourhy appointed as Group Chief Financial Officer, effective 1 January 2026 (Key Developments)
- Killourhy brings almost 25 years of industry experience and has held several senior leadership positions within QBE since 2015 (Key Developments)
- The appointment is subject to regulatory approvals. Killourhy will be based in Sydney and report to Group CEO Andrew Horton (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Decreased slightly from A$22.95 to A$22.33.
- Discount Rate: Remains unchanged at 6.67%.
- Revenue Growth: Improved from -3.95% to -3.77%, reflecting a slightly less negative outlook.
- Net Profit Margin: Decreased modestly from 9.30% to 9.10%.
- Future P/E: Marginally lower, moving from 14.41x to 14.37x.
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