AIA Group Limited

SEHK:1299 Lagerbericht

Marktkapitalisierung: HK$765.2b

AIA Group Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

AIA Group wird ein jährliches Gewinn- und Umsatzwachstum von 12.9% bzw. 3.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.3% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 17.3% betragen.

Wichtige Informationen

12.9%

Wachstumsrate der Gewinne

14.30%

EPS-Wachstumsrate

Insurance Gewinnwachstum5.6%
Wachstumsrate der Einnahmen3.7%
Zukünftige Eigenkapitalrendite17.32%
Analystenabdeckung

Good

Zuletzt aktualisiert04 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update Jun 22

1299: Dividend Lift And New Bylaws Will Support Stronger Future Returns

Analysts have inched their consolidated price target for AIA Group lower to about HK$104.36 from around HK$104.43, reflecting slightly updated assumptions on long term revenue growth, profit margins, discount rate and future P/E multiples. What's in the News AIA Group approved the adoption of new articles of association at its Annual General Meeting held on 22 May 2026, formalizing updated company bylaws.
Narrative-Update Jun 02

1299: Dividend Hike And Buyback Plan Will Drive Stronger Future Returns

Analysts have made a marginal upward adjustment to the HK$104.43 price target for AIA Group. This reflects fine tuning of fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions, without a change in the overall thesis.
Narrative-Update May 16

1299: Dividend And Buyback Program Will Support Stronger Future Shareholder Returns

Analysts have nudged their AIA Group price target slightly lower to about HK$104.43, reflecting modest revisions to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News AIA Group plans to propose the adoption of new articles of association at the Annual General Meeting scheduled for 22 May 2026, which would update the company’s governing rules and structure (Key Developments).
Narrative-Update May 02

1299: Dividend Hike And Buybacks Will Support Stronger Shareholder Returns

Analysts have modestly raised their HK$ price target on AIA Group to reflect a fair value estimate of HK$104.46, supported by updated assumptions around revenue growth, profit margins, and a forward P/E of 18.14x. What's in the News AIA Group plans to present new articles of association for shareholder approval at the Annual General Meeting scheduled for 22 May 2026, signalling upcoming changes to the company’s governing documents (Key Developments).
Narrative-Update Apr 17

1299: Dividend Hike And Share Buybacks Will Support Future Upside Potential

Analysts have modestly raised their HK$ price target for AIA Group, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior expectations. What's in the News AIA Group Limited Board has recommended a 10% increase in the final dividend to HK$1.4408 per share for the year ended 31 December 2025, subject to shareholder approval at the AGM on 22 May 2026, with payment expected on 12 June 2026 to shareholders on the register as of 29 May 2026 and an ex dividend date of 28 May 2026 (Key Developments).
Narrative-Update Apr 01

1299: Share Buybacks And Higher Dividend Will Support Future Upside Potential

Analysts have raised their price target on AIA Group from about HK$100.40 to roughly HK$103.42, citing updated assumptions that now factor in revenue growth of 3.45%, a profit margin of 32.14% and a forward P/E of 17.80x. What's in the News The Board of Directors authorized a share buyback plan on March 19, 2026, as part of AIA Group Limited's capital management approach (Key Developments).
Narrative-Update Mar 18

1299: Stable Margins And Slightly Lower P/E Assumptions Will Support Future Upside

Analysts have made a slight adjustment to their HK$ price target on AIA Group, reflecting updated views on future P/E assumptions, while keeping fair value, discount rate, revenue growth and profit margin estimates effectively unchanged. Valuation Changes Fair Value: HK$100.40 remains unchanged, with no adjustment to the intrinsic value estimate used in the model.
Narrative-Update Mar 03

1299: Higher Profit Margins Will Support Future Upside Potential

Analysts have nudged their price target on AIA Group slightly higher to HK$100.40 from HK$100.20, citing updated assumptions around revenue growth, profit margins and a modestly lower future P/E multiple. Valuation Changes Fair Value: HK$100.20 has been adjusted slightly higher to HK$100.40.
Narrative-Update Feb 16

1299: Higher Future P/E Multiple Will Support Upside Potential

Analysts have slightly raised their fair value estimate for AIA Group from HK$99.80 to HK$100.20, citing updated assumptions on the discount rate, revenue trends, profit margin, and a higher future P/E multiple. Valuation Changes Fair Value: HK$99.80 to HK$100.20, a very small upward adjustment in the modelled estimate.
Narrative-Update Feb 02

1299: Stable Margins And Higher Future P/E Multiple Will Support Upside

Analysts have nudged their price target for AIA Group higher to US$99.80 from about US$96.78, citing updated fair value estimates along with adjusted assumptions for revenue trends, profit margins and future P/E levels. Valuation Changes Fair Value: nudged higher from US$96.78 to US$99.80, reflecting slightly revised model assumptions.
Analyseartikel Jan 30

AIA Group Limited (HKG:1299) Not Flying Under The Radar

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Narrative-Update Jan 19

1299: Stable Margins And Higher Future P/E Multiple Will Support Upside

Analysts have slightly increased their price target for AIA Group to align with a fair value estimate of about $96.78, up from roughly $96.13, reflecting updated assumptions around revenue trends, profit margins and future P/E levels. Valuation Changes The Fair Value Estimate has risen slightly from HK$96.13 to about HK$96.78.
Narrative-Update Jan 05

1299: Stable Margins And Higher P/E Multiple Will Support Future Upside

Analysts have nudged their fair value estimate for AIA Group up from HK$95.32 to HK$96.13, citing updated assumptions on long term profitability and P/E multiples, while keeping revenue growth and the discount rate broadly unchanged. Valuation Changes The Fair Value Estimate is now set at HK$96.13, compared with the earlier HK$95.32, reflecting a small upward adjustment in the model output.
Narrative-Update Dec 18

1299: Stable Margins And Discount Rate Will Support Future Upside Potential

Analysts have nudged their price target on AIA Group slightly higher to reflect a modest increase in fair value to approximately $95.32, supported by stable discount rate assumptions and unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate has risen slightly, increasing from HK$95.14 to approximately HK$95.32 per share.
Narrative-Update Dec 04

1299: Share Buyback And Firm Margins Will Support Future Upside

Analysts have modestly raised their price target on AIA Group, citing a slightly higher fair value estimate of about $95.14, up from roughly $94.44. This change is supported by marginal improvements in projected profit margins and valuation multiples.
Analyseartikel Nov 25

If EPS Growth Is Important To You, AIA Group (HKG:1299) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narrative-Update Nov 20

1299: Share Buyback and Steady Margins Will Drive Future Upside

Analysts have raised their price target for AIA Group slightly, increasing the fair value estimate by approximately $0.70 to reflect modest improvements in revenue growth expectations and a stable profit margin outlook. What's in the News Between May 23, 2025 and June 30, 2025, AIA Group completed the repurchase of 87,235,600 shares, representing 0.83% of its shares.
Narrative-Update Nov 03

1299: Share Buyback Momentum And Dividend Actions Will Drive Future Upside

Analysts have raised their price target for AIA Group, increasing the fair value estimate from $91.70 to $93.74. This adjustment is based on improved revenue growth projections and a slightly higher anticipated forward price-to-earnings ratio.
Analyseartikel Aug 25

AIA Group (HKG:1299) Will Pay A Dividend Of $0.49

AIA Group Limited's ( HKG:1299 ) investors are due to receive a payment of $0.49 per share on 23rd of September. Even...
Analyseartikel Aug 11

Pinning Down AIA Group Limited's (HKG:1299) P/E Is Difficult Right Now

SEHK:1299 1 Year Share Price vs Fair Value Explore AIA Group's Fair Values from the Community and select yours When...
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Neues Narrative Mar 16

Expansion Into Mainland China Will Increase Customer Base And Strengthen Long-Term Prospects

Strategic expansion and partnerships in China and Hong Kong diversify channels and enhance high-margin revenue growth.

Gewinn- und Umsatzwachstumsprognosen

SEHK:1299 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202828,8039,334N/A3,53010
12/31/202726,4378,313N/A3,49012
12/31/202623,9157,520N/A6,20012
12/31/202526,2156,2346,7146,970N/A
9/30/202525,8536,1456,5426,799N/A
6/30/202525,4906,0566,3696,628N/A
3/31/202523,9796,4464,6984,946N/A
12/31/202422,4676,8363,0263,263N/A
9/30/202421,7305,8326,0806,359N/A
6/30/202420,9924,8289,1339,455N/A
3/31/202420,3754,2969,86310,187N/A
12/31/202319,7573,76410,59310,919N/A
9/30/202319,4543,9019,5019,717N/A
6/30/202319,1514,0388,4098,514N/A
3/31/202318,4583,6858,9459,191N/A
12/31/202217,7643,3319,4819,867N/A
9/30/202224,0794,5287,2597,910N/A
6/30/202230,3935,7255,0375,953N/A
3/31/202238,3756,5764,1534,931N/A
12/31/202146,3577,4273,2693,909N/A
9/30/202150,6337,1272,5813,047N/A
6/30/202154,9096,8271,8922,185N/A
3/31/202152,8806,3031,9982,271N/A
12/31/202050,8515,7792,1032,357N/A
9/30/202046,9705,2983,6473,863N/A
6/30/202043,0894,8175,1915,368N/A
3/31/202045,5175,3984,1804,353N/A
12/31/201947,9455,9793,1683,337N/A
6/30/201938,5284,051N/A2,294N/A
12/31/201833,0252,920N/A1,865N/A
11/30/201738,7616,120N/A1,451N/A
8/31/201736,1515,572N/A1,231N/A
5/31/201733,5405,024N/A1,011N/A
2/28/201730,6694,594N/A1,188N/A
11/30/201627,7974,164N/A1,364N/A
8/31/201624,6433,395N/A1,501N/A
5/31/201621,4892,626N/A1,638N/A
2/29/201621,9882,696N/A1,438N/A
11/30/201522,4862,765N/A1,237N/A
8/31/201524,9413,437N/A956N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: 1299Das prognostizierte Gewinnwachstum (12.9% pro Jahr) liegt über der Sparquote (3.1%).

Ertrag vs. Markt: 1299Die Erträge des Unternehmens (12.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Hong Kong (12.4% pro Jahr).

Hohe Wachstumserträge: 1299Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: 1299Die Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Hong Kong (8.7% pro Jahr).

Hohe Wachstumseinnahmen: 1299Die Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: 1299Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (17.3%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/07 07:49
Aktienkurs zum Tagesende2026/08/07 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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

AIA Group Limited wird von 40 Analysten beobachtet. 14 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.

AnalystEinrichtung
Mark William KellockBarclays
Tianjiao YuBernstein
Michael LiBofA Global Research