Digital Transformation And Emerging Markets Will Drive Future Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Nov 24

Updated

22 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.8%

7D

-2.1%

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1Y

21.8%

7D

-2.1%

You can edit this narrative until Nov 23 11:05 AM. Then, changes will post as Updates.

Author's Valuation

€371.921.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 22 Nov 25

Fair value Increased 2.43%

ALV: Future Performance Will Balance Improved Margins Against Macroeconomic Risks

Allianz's analyst price target increased from EUR 363.11 to EUR 371.92, as analysts cited stronger revenue growth projections and improved margins as factors driving the upward revision. Analyst Commentary Recent updates from major financial institutions have highlighted both strengths and risks in Allianz's outlook, providing investors with a well-rounded view of sentiment on the stock.

Shared on 06 Sep 25

Fair value Increased 0.24%

With both Allianz’s future P/E and discount rate effectively unchanged, analysts have made only a marginal upward revision to the fair value price target, now set at €363.11. What's in the News Allianz Life experienced a significant cyberattack in mid-July 2025, resulting in personal data theft affecting the majority of its customers, financial professionals, and some employees through a social engineering technique (TechCrunch).

Shared on 01 May 25

Fair value Increased 3.96%

Shared on 23 Apr 25

Fair value Decreased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 2.03%

AnalystConsensusTarget Fair Value

€371.92

1.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

13.44%

Insurance revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.93%

Calculation

€12.77b

Earnings '28

x

12.21x

PE Ratio '28

=

€155.96b

Market Cap '28

€155.96b

Market Cap '28

/

363.70m

No. shares '28

=

€428.83

Share Price '28

€428.83 Share Price '28

Discounted to 2025 @ 4.93% p.a.

=

€371.20

Fair Value '25