Update shared on13 Oct 2025
Fair value Decreased 0.56%Analysts have modestly reduced their price target for Hannover Rück from €285.40 to €283.80, citing valuation considerations in light of recent market updates and evolving sector performance outlooks.
Analyst Commentary
Recent street research has provided a mix of bullish and bearish perspectives on Hannover Rück, with analysts weighing improved resilience against valuation challenges.
Bullish Takeaways- Bullish analysts highlight Hannover Rück's earnings resilience, which supports a higher valuation multiple relative to peers.
- The company is seen as capable of maintaining current margins for longer than many competitors. This suggests operational strength and reliable execution.
- Several major institutions have maintained Overweight ratings, suggesting continued confidence in Hannover Rück's growth prospects despite modest price target reductions.
- Even with slight downward adjustments to price targets, analysts see underlying fundamentals as supportive of long-term value creation.
- Bearish analysts note that much of Hannover Rück's strength is already reflected in a valuation premium. This raises concerns about limited upside from current price levels.
- There is caution that valuation multiples may come under pressure in a broader sector downturn. This could widen the premium while limiting absolute performance.
- Price target reductions by several firms indicate tempered expectations for near-term upside, with evolving market and sector dynamics cited as key factors.
- Persistent caution remains around the possibility that outperforming margins may not be sustainable through volatile market cycles.
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from €285.40 to €283.80, reflecting recent valuation adjustments.
- Discount Rate remains unchanged at 4.76%.
- Revenue Growth expectations have eased slightly, moving from 0.87% to 0.87% year-over-year.
- Net Profit Margin has decreased from 9.64% to 9.40%.
- Future P/E ratio has risen slightly from 13.52x to 13.78x. This indicates a marginally higher valuation multiple on forecasted earnings.
Disclaimer
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