Update shared on12 Sep 2025
Fair value Decreased 1.36%Swiss Re’s fair value estimate was marginally lowered as analysts weighed improved revenue growth forecasts against a significantly lower future P/E multiple, resulting in a slight reduction of the consensus price target to CHF140.27.
What's in the News
- California Governor Gavin Newsom is proposing legislation to inject $18B into the state's wildfire fund, nearly doubling its resources, following major wildfires in Los Angeles County earlier this year (Bloomberg, 2025-07-30).
- The proposed boost to the California wildfire fund aims to protect utilities, including publicly traded companies such as Edison (EIX), PG&E (PCG), and Sempra (SRE), from financial strain due to wildfire-related liabilities (Bloomberg, 2025-07-30).
- Expanded wildfire fund could have positive implications for reinsurers like Swiss Re by reducing the risk exposure of utility clients, potentially lowering reinsurance claims and market volatility in the region (Bloomberg, 2025-07-30).
- Sempra Energy's price target was lowered to $71 from $72 by Barclays, with the analyst maintaining an Equal Weight rating ahead of Q2 earnings, reflecting tempered expectations for utility sector performance (Barclays, 2025-07-10).
- The combination of wildfire fund expansion and cautious utility sector outlooks may impact insurance and reinsurance pricing dynamics for California exposure, relevant to Swiss Re's risk assessments and portfolio strategy (Bloomberg/Barclays, 2025-07-30 & 2025-07-10).
Valuation Changes
Summary of Valuation Changes for Swiss Re
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF142.20 to CHF140.27.
- The Future P/E for Swiss Re has significantly fallen from 11.94x to 9.34x.
- The Consensus Revenue Growth forecasts for Swiss Re has significantly risen from 5.1% per annum to 6.0% per annum.
Disclaimer
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