Update shared on 17 Dec 2025
Fair value Increased 2.91%Analysts have modestly raised their price target on Assicurazioni Generali to €35.10 from €34.11, reflecting slightly stronger expected profit margins and a higher justified future P/E multiple.
What's in the News
- Reports indicate Generali is weighing a potential sale of its Irish unit RedClick, less than two years after acquiring it from Liberty Mutual, as part of a broader strategic review of options for the business (Bloomberg).
- Generali has reportedly hired Bank of America to advise on strategic options for RedClick, including a possible disposal, as it reassesses the fit of the Irish unit within its broader European portfolio (Bloomberg).
- The potential RedClick sale would represent a second ownership change for the business within 15 years. This underscores ongoing consolidation and repositioning in the European insurance market (Bloomberg).
- Generali has scheduled a board meeting on March 11, 2026 to approve the annual integrated report and financial statements for the year ended December 31, 2025.
- Additional board meetings are planned for May 20, August 6, and November 12, 2026 to review quarterly and half yearly financial information, signaling a clear financial reporting timetable for investors.
Valuation Changes
- Fair Value: Raised slightly from €34.11 to €35.10 per share, indicating a modest upward revision in the stock’s estimated intrinsic value.
- Discount Rate: Reported at 9.76 percent, a negligible adjustment that has little impact on the valuation framework.
- Revenue Growth: Left effectively unchanged at about 24.28 percent, indicating stable expectations for top line expansion.
- Net Profit Margin: Reported at 4.43 percent, reflecting stable expectations for profitability.
- Future P/E: Lifted slightly from 14.09x to 14.50x, signaling a modestly higher valuation multiple applied to projected earnings.
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