Update shared on04 Sep 2025
Despite strong earnings momentum, margin tailwinds, positive solvency review catalysts, and reinforced Overweight ratings, the consensus analyst price target for Assicurazioni Generali remained unchanged at €32.67.
Analyst Commentary
- Bullish analysts highlight Generali's strong earnings momentum, expecting the company to beat 2025 and 2026 estimates driven by margin tailwinds.
- Positive sentiment is supported by the group's high optionality relative to peers, presenting significant upside potential.
- The upcoming solvency review is seen as a major catalyst, with Generali positioned as one of the biggest potential beneficiaries.
- Progressive price target increases reflect confidence in Generali’s ability to sustain performance improvements and deliver shareholder value.
- Major brokers maintain or upgrade to Overweight ratings, indicating reinforced conviction in the stock’s outperformance potential.
What's in the News
- Assicurazioni Generali initiated a share buyback program to repurchase up to 31,388,400 shares (2% of share capital), valued at up to €500 million, with repurchased shares to be cancelled and the program running through December 2025.
- Generali Group is reported among potential bidders for NIB's travel insurance business, currently attracting interest from several major insurance companies.
- "Iris® Powered by Generali" launched a Senior Identity Protection & Beneficiary Assistance package aimed at safeguarding seniors from digital scams, featuring 24/7 protection, credit monitoring, scam review, and up to $2 million in expense reimbursement.
Valuation Changes
Summary of Valuation Changes for Assicurazioni Generali
- The Consensus Analyst Price Target remained effectively unchanged, at €32.67.
- The Discount Rate for Assicurazioni Generali remained effectively unchanged, at 9.96%.
- The Consensus Revenue Growth forecasts for Assicurazioni Generali remained effectively unchanged, at 24.3% per annum.
Disclaimer
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