Talanx AG

Informe acción XTRA:TLX

Capitalización de mercado: €28.1b

Talanx Crecimiento futuro

Future controles de criterios 1/6

Se prevé que los beneficios de Talanx disminuyan en un 0.4% al año, mientras que se espera que sus ingresos anuales crezcan en un 7.4% al año. Se prevé que el BPA disminuya en un 0.4% por año. Se espera que la rentabilidad financiera sea de 14.7% en 3 años.

Información clave

-0.4%

Tasa de crecimiento de los beneficios

-0.42%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Insurance2.0%
Tasa de crecimiento de los ingresos7.4%
Rentabilidad financiera futura14.75%
Cobertura de analistas

Good

Última actualización21 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
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Nueva narrativa • 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.

Previsiones de crecimiento de beneficios e ingresos

XTRA:TLX - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202856,2012,771N/AN/A4
12/31/202754,0302,853N/AN/A5
12/31/202651,7482,808N/AN/A4
3/31/202645,4242,650N/AN/AN/A
12/31/202545,8272,4808,3738,373N/A
9/30/202540,7402,349N/AN/AN/A
6/30/202543,8392,2607,9397,939N/A
3/31/202540,6632,005N/AN/AN/A
12/31/202441,3991,9778,4318,431N/A
9/30/202436,7121,894N/AN/AN/A
6/30/202438,8541,8447,6987,698N/A
3/31/202439,3681,734N/AN/AN/A
12/31/202338,2941,5818,0958,095N/A
9/30/202342,1241,059N/AN/AN/A
6/30/202340,4848476,6896,689N/A
3/31/202338,974873N/AN/AN/A
12/31/202239,9007065,8765,876N/A
9/30/202242,4071,214N/AN/AN/A
6/30/202242,1611,1517,1367,126N/A
3/31/202244,843990N/AN/AN/A
12/31/202143,7261,0119,88010,049N/A
9/30/202142,353876N/AN/AN/A
6/30/202141,6458699,3879,652N/A
3/31/202140,599728N/AN/AN/A
12/31/202039,3396485,9486,106N/A
9/30/202039,3677005,1075,275N/A
6/30/202038,9167715,0975,266N/A
3/31/202038,9169104,6444,809N/A
12/31/201938,370923N/A6,972N/A
9/30/201936,853957N/A5,804N/A
6/30/201935,713743N/A5,218N/A
3/31/201935,247720N/A4,115N/A
12/31/201834,230703N/A3,823N/A
9/30/201834,715715N/A4,964N/A
6/30/201834,199645N/A4,850N/A
3/31/201833,144651N/A5,380N/A
12/31/201732,735671N/A5,006N/A
9/30/201731,891711N/A5,120N/A
6/30/201731,177963N/A4,975N/A
3/31/201730,483919N/A4,994N/A
12/31/201630,403903N/A4,260N/A
9/30/201630,337882N/A5,330N/A
6/30/201630,435826N/A4,984N/A
3/31/201630,362705N/A4,348N/A
12/31/201530,449734N/A6,107N/A
9/30/201530,254727N/A5,586N/A
6/30/201529,727699N/A6,328N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de TLX disminuyan en los próximos 3 años (-0.4% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de TLX disminuyan en los próximos 3 años (-0.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de TLX disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (7.4% al año) de TLX crezcan más rápidamente que los del mercado German (6.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 7.4% al año) de TLX crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de TLX sea baja dentro de 3 años (14.7%).

Descubre empresas en crecimiento

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1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 05:48
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Talanx AG está cubierta por 18 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Daniel BischofBaader Helvea Equity Research
Robert BateBarclays
Andrew BroadfieldBarclays