Talanx Management
Management Kriterienprüfungen 4/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Torsten Leue
Geschäftsführender
€4.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 28.30% |
| Amtszeit als Geschäftsführer | 15.8yrs |
| Eigentum des Geschäftsführers | n/a |
| Durchschnittliche Amtszeit des Managements | 4.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.1yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • Jun 01
TLX: Higher P/E Confidence And Fresh Upgrades Will Support Future Upside
Analysts have lifted their fair value estimate for Talanx stock from €117.00 to about €119.33. This reflects fresh bullish views from recent research that highlight updated assumptions on growth, profitability, discount rates, and P/E expectations.
Narrativ-Update • May 09
TLX: Elevated Future P/E Assumptions Will Likely Prove Overly Optimistic
Analysts have lifted their price target on Talanx from €85 to €90, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that are broadly in line with recently more positive research views from houses initiating or upgrading coverage. Analyst Commentary Recent research on Talanx includes fresh coverage from JPMorgan, which has taken a constructive stance while still flagging areas that readers should watch closely.
Narrativ-Update • Apr 21
TLX: Recent Bullish Coverage And Buybacks Will Support Future Upside Confidence
Analysts held their fair value estimate for Talanx at €143, while modestly adjusting revenue growth, profit margin and future P/E assumptions after recent bullish research and an initiation of coverage that reinforced confidence in the current price target framework. Analyst Commentary Recent research has leaned firmly positive on Talanx, with bullish analysts aligning around the existing fair value framework and highlighting what they see as supportive fundamentals for the current valuation assumptions.Narrativ-Update • Apr 07
TLX: Constructive Street Tone And Capital Discipline Will Support Future Upside
Analysts have kept the Talanx fair value estimate steady at €143.00 while updating their assumptions on revenue growth, profit margins and a lower future P/E, reflecting recent research that takes a more constructive view on the shares. Analyst Commentary Recent Street research points to a more constructive tone around Talanx, with several bullish analysts aligning closer to the updated €143.00 fair value estimate and highlighting key drivers that could support that view over time.Narrativ-Update • Mar 24
TLX: Upgraded Stance And Higher Future P/E Will Support Further Upside
Narrative update on Talanx Analysts have nudged their price target on Talanx to €143. This is supported by updated assumptions for slower revenue growth, a slightly lower profit margin profile and a marginally higher future P/E of about 14.8x that collectively align with DZ Bank turning more positive on the shares.Narrativ-Update • Mar 09
TLX: Higher Assumed Revenue And Margins Will Likely Prove Overly Optimistic
Analysts have raised their price target for Talanx from €76 to €85, citing updated assumptions that now reflect different discount rate, revenue growth, profit margin, and future P/E inputs in their models. Valuation Changes Fair Value: raised from €76 to €85, an increase of around 12% in the modelled estimate.Narrativ-Update • Feb 23
TLX: Updated Pricing Assumptions Will Support Measured Future Upside Potential
Analysts have adjusted their price target for Talanx from €110.17 to €117.00, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples in their models. Valuation Changes Fair Value increased from €110.17 to €117.00, indicating a slightly higher implied valuation in the latest model.Narrativ-Update • Feb 09
TLX: Higher Earnings Visibility And P/E Support Will Drive Further Share Upside
Analysts have lifted their price target on Talanx to €143 from €138, highlighting updated views on factors such as discount rate assumptions, revenue growth expectations, profit margins, and future P/E multiples. Analyst Commentary Recent research points to a more constructive stance on Talanx, with bullish analysts now working off a price target of €143 compared with the earlier €138 level.Narrativ-Update • Jan 25
TLX: Future Earnings Profile And P/E Repricing Will Support Further Share Upside
Analysts have lifted their price target on Talanx to €143 from €138, citing updated assumptions around revenue growth, profit margins and future P/E expectations. Analyst Commentary Bullish analysts are leaning into a more constructive view on Talanx, pointing to the higher €143 price target as a reflection of updated assumptions on revenue, profitability and P/E levels that they consider more supportive than before.Narrativ-Update • Jan 11
TLX: Future Earnings Guidance And Raised Price View Support Measured Upside Potential
Analysts have lifted their price target on Talanx from €138 to €143, citing updated research that supports a higher valuation while keeping core assumptions such as fair value, discount rate, growth and P/E expectations broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the lift in the price target to €143 as a sign that their core assumptions on fair value and P/E remain intact, which can give some investors more comfort around the current valuation framework.Narrativ-Update • Dec 27
TLX: Future Earnings Execution Will Support Fair Value Amid Measured Upside Expectations
Analysts have marginally raised their price target on Talanx, reflecting slightly higher profit margin expectations that more than offset modestly lower revenue growth assumptions and support a fair value of approximately EUR 110.17 per share. Analyst Commentary Bullish analysts highlight that the higher price target reflects growing confidence in Talanx's ability to execute on its strategic initiatives, supporting a premium valuation versus prior assumptions.Narrativ-Update • Dec 13
TLX: Revenue Outlook And Margin Expansion Will Support Further Share Upside
Analysts have raised their price target on Talanx to EUR 143 from EUR 138, citing expectations of stronger revenue growth, improved profit margins, and a slightly lower future P E multiple. Together, these factors are seen as supporting a higher fair value despite a modestly higher discount rate.Narrativ-Update • Nov 29
TLX: Consistent Execution Will Support Fair Value With Elevated Revenue Expectations
The analyst price target for Talanx has increased by €5 to €143, reflecting analysts' confidence in stronger revenue growth and improved fair value estimates. Analyst Commentary Analysts have reviewed Talanx with an updated perspective following recent adjustments to price targets and company outlooks.Narrativ-Update • Nov 14
TLX: Net Income Outlook To Rise 30% By 2027 With Stable Margins
Analysts have raised their price target for Talanx from €104.40 to €106.40. This change reflects updated projections on the company's revenue growth and profit margin outlook.Narrativ-Update • Sep 04
Future Growth May Face Challenges, But Diversification Could Provide Stability
Talanx’s valuation outlook remains stable, as both its Future P/E and Net Profit Margin showed negligible changes, resulting in the consensus analyst price target holding steady at €104.40. What's in the News Talanx AG announced a share repurchase program to buy back up to 400,000 shares (approximately 0.15% of issued share capital) for a total of €48 million, aiming to meet obligations related to its employee share option program.
Neues Narrativ • Jan 05
Latin American Integration And Corporate & Specialty Growth Propel Insurer's Profitability Surge
Successful Liberty LatAm acquisition boosts Retail International revenue, strengthening overall earnings projections with positive growth impacts anticipated by 2025.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | €3b |
| Dec 31 2025 | €4m | €1m | €2b |
| Sep 30 2025 | n/a | n/a | €2b |
| Jun 30 2025 | n/a | n/a | €2b |
| Mar 31 2025 | n/a | n/a | €2b |
| Dec 31 2024 | €4m | €1m | €2b |
| Sep 30 2024 | n/a | n/a | €2b |
| Jun 30 2024 | n/a | n/a | €2b |
| Mar 31 2024 | n/a | n/a | €2b |
| Dec 31 2023 | €4m | €1m | €2b |
| Sep 30 2023 | n/a | n/a | €1b |
| Jun 30 2023 | n/a | n/a | €847m |
| Mar 31 2023 | n/a | n/a | €873m |
| Dec 31 2022 | €3m | €1m | €706m |
| Sep 30 2022 | n/a | n/a | €1b |
| Jun 30 2022 | n/a | n/a | €1b |
| Mar 31 2022 | n/a | n/a | €990m |
| Dec 31 2021 | €3m | €1m | €1b |
| Sep 30 2021 | n/a | n/a | €876m |
| Jun 30 2021 | n/a | n/a | €869m |
| Mar 31 2021 | n/a | n/a | €728m |
| Dec 31 2020 | €3m | €850k | €648m |
| Sep 30 2020 | n/a | n/a | €700m |
| Jun 30 2020 | n/a | n/a | €771m |
| Mar 31 2020 | n/a | n/a | €910m |
| Dec 31 2019 | €3m | €850k | €923m |
Vergütung im Vergleich zum Markt: TorstenDie Gesamtvergütung ($USD4.73M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt German ($USD5.55M).
Entschädigung vs. Einkommen: TorstenDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Torsten Leue (60 yo)
15.8yrs
Amtszeit
€4,085,000
Vergütung
Mr. Torsten Leue has been Chairman of the Supervisory board at E+S R ckversicherung AG since March 1, 2019. He serves as the Chairman of Supervisory Board at Hannover Rck SE since May 08, 2019 and serves...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman of the Management Board & CEO | 15.8yrs | €4.09m | keine Daten | |
| CFO & Member of the Management Board | 12.1yrs | €2.24m | keine Daten | |
| Member of the Management Board | 7.1yrs | €1.67m | keine Daten | |
| Member of Management Board | 5.5yrs | €1.65m | keine Daten | |
| Member of the Management Board | 4.1yrs | €1.35m | keine Daten | |
| Member of the Board of Management | 3.4yrs | €1.37m | keine Daten | |
| Member of the Management Board | 1.2yrs | €2.14m | keine Daten | |
| Head of Investor Relations and Mergers & Acquisitions | 4.8yrs | keine Daten | keine Daten | |
| Head of Group Communications. | no data | keine Daten | keine Daten | |
| Chief Risk Officer | 3.1yrs | keine Daten | keine Daten |
4.8yrs
Durchschnittliche Betriebszugehörigkeit
55yo
Durchschnittliches Alter
Erfahrenes Management: TLXDas Führungsteam des Unternehmens gilt als erfahren (4.8 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Independent Chairman of the Supervisory Board | 8.1yrs | €559.00k | keine Daten | |
| Independent Member of Supervisory Board | 3.1yrs | €115.00k | keine Daten | |
| Deputy Chairman of the Supervisory board | 15.3yrs | €193.00k | keine Daten | |
| Independent Member of Supervisory Board | 8.1yrs | €207.00k | keine Daten | |
| Employee Representative Member of Supervisory Board | 12.1yrs | €104.00k | keine Daten | |
| Employee Representative Member of Supervisory Board | 12.1yrs | €114.00k | keine Daten | |
| Employee Representative Member of Supervisory Board | 7.1yrs | €131.00k | keine Daten | |
| Employee Representative Member of Supervisory Board | 7.1yrs | €104.00k | keine Daten | |
| Employee Representative Member of the Supervisory Board | 2.1yrs | €133.00k | keine Daten | |
| Independent Member of the Supervisory Board | 3.1yrs | €133.00k | keine Daten | |
| Employee Representative Member of the Supervisory Board | 2.1yrs | €104.00k | keine Daten | |
| Employee Representative Member of the Supervisory Board | 2.1yrs | €144.00k | keine Daten |
7.1yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter
Erfahrener Vorstand: TLXDie Vorstandsmitglieder gelten als erfahren (7.1 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/14 23:03 |
| Aktienkurs zum Tagesende | 2026/06/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Talanx AG wird von 18 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Daniel Bischof | Baader Helvea Equity Research |
| Robert Bate | Barclays |
| Andrew Broadfield | Barclays |