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QBE: New Finance Leadership Will Support Stronger Margins And Future Returns

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

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QBE
AnalystConsensusTarget
Not Invested
Published 25 Feb 2025

Update shared on 16 Dec 2025

Fair value Decreased 0.28%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
3.5%
7D
2.2%

Analysts have nudged their price target for QBE Insurance Group slightly lower to about $22.27 per share from roughly $22.33, reflecting modestly softer fair value assumptions even as they acknowledge incremental improvements in revenue trajectory and profit margins.

What's in the News

  • QBE Insurance Group appointed long serving executive Chris Killourhy as Group Chief Financial Officer, effective January 1, 2026, subject to regulatory approvals (company announcement)
  • Killourhy brings almost 25 years of insurance and finance industry experience, including senior roles across QBE's global operations such as Chief Actuary and CFO for multiple divisions (company announcement)
  • The incoming CFO will be based in Sydney, report directly to Group CEO Andrew Horton, and join the Group Executive Committee, reinforcing leadership depth in QBE's global finance function (company announcement)

Valuation Changes

  • Fair Value: Reduced slightly to about A$22.27 per share from roughly A$22.33, indicating a modest downgrade in intrinsic valuation.
  • Discount Rate: Unchanged at approximately 6.67 percent, suggesting no material shift in perceived risk profile or cost of capital assumptions.
  • Revenue Growth: Assumed long term revenue decline has narrowed slightly to around negative 3.63 percent from negative 3.77 percent, reflecting a marginally more constructive top line outlook.
  • Net Profit Margin: Forecast margin has risen slightly to about 9.12 percent from 9.10 percent, pointing to a small improvement in expected profitability.
  • Future P/E: Forward valuation multiple has edged up modestly to roughly 14.48 times from 14.37 times, consistent with a marginally stronger earnings outlook despite the small fair value trim.

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