Talanx Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Talanx ha aumentado sus beneficios a una tasa media anual de 25.6%, mientras que los beneficios de la industria de Insurance han experimentado un crecimiento de 14.2% anual. Los ingresos han ido creciendo a una tasa media de 0.2% al año. La rentabilidad financiera de Talanx es de 18.8%, y sus márgenes netos son de 5.8%.
Información clave
25.62%
Tasa de crecimiento de los beneficios
25.08%
Tasa de crecimiento del BPA
| Crecimiento de la industria Insurance | 5.90% |
| Tasa de crecimiento de los ingresos | 0.22% |
| Rentabilidad financiera | 18.77% |
| Margen neto | 5.83% |
| Próxima actualización de resultados | 14 Aug 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jun 15
TLX: Recent Bullish Coverage And Buybacks Will Support Future Upside Potential
Analysts have maintained their Talanx fair value at €143.00, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions, supported by recent bullish updates and a new initiation from major firms on the stock. Analyst Commentary Bullish analysts have pointed to the recent research flow as a sign of growing confidence in Talanx, with the current €143.00 fair value seen as consistent with more constructive views on the stock's long term execution and earnings profile.
Actualización de narrativa • 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.
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.
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.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Talanx. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 45,424 | 2,650 | 0 | 0 |
| 31 Dec 25 | 45,827 | 2,480 | 0 | 0 |
| 30 Sep 25 | 40,740 | 2,349 | 0 | 0 |
| 30 Jun 25 | 43,839 | 2,260 | 0 | 0 |
| 31 Mar 25 | 40,663 | 2,005 | 0 | 0 |
| 31 Dec 24 | 41,399 | 1,977 | 0 | 0 |
| 30 Sep 24 | 36,712 | 1,894 | 0 | 0 |
| 30 Jun 24 | 38,854 | 1,844 | 0 | 0 |
| 31 Mar 24 | 39,368 | 1,734 | 0 | 0 |
| 31 Dec 23 | 38,294 | 1,581 | 0 | 0 |
| 30 Sep 23 | 42,124 | 1,059 | 0 | 0 |
| 30 Jun 23 | 40,484 | 847 | 0 | 0 |
| 31 Mar 23 | 38,974 | 873 | 0 | 0 |
| 31 Dec 22 | 39,900 | 706 | 0 | 0 |
| 30 Sep 22 | 42,407 | 1,214 | 1,329 | 0 |
| 30 Jun 22 | 42,161 | 1,151 | 690 | 0 |
| 31 Mar 22 | 44,843 | 990 | 1,329 | 0 |
| 31 Dec 21 | 43,726 | 1,011 | 1,329 | 0 |
| 30 Sep 21 | 42,353 | 876 | 1,316 | 0 |
| 30 Jun 21 | 41,645 | 869 | 1,315 | 0 |
| 31 Mar 21 | 40,599 | 728 | 1,315 | 0 |
| 31 Dec 20 | 39,339 | 648 | 1,316 | 0 |
| 30 Sep 20 | 39,367 | 700 | 2,013 | 0 |
| 30 Jun 20 | 38,916 | 771 | 2,013 | 0 |
| 31 Mar 20 | 38,916 | 910 | 1,335 | 0 |
| 31 Dec 19 | 38,370 | 923 | 1,373 | 0 |
| 30 Sep 19 | 36,853 | 957 | 1,290 | 0 |
| 30 Jun 19 | 35,713 | 743 | 1,290 | 0 |
| 31 Mar 19 | 35,247 | 720 | 1,968 | 0 |
| 31 Dec 18 | 34,230 | 703 | 1,290 | 0 |
| 30 Sep 18 | 34,715 | 715 | 1,293 | 0 |
| 30 Jun 18 | 34,199 | 645 | 1,293 | 0 |
| 31 Mar 18 | 33,144 | 651 | 656 | 0 |
| 31 Dec 17 | 32,735 | 671 | 1,293 | 0 |
| 30 Sep 17 | 31,891 | 711 | 1,248 | 0 |
| 30 Jun 17 | 31,177 | 963 | 1,248 | 0 |
| 31 Mar 17 | 30,483 | 919 | 1,275 | 0 |
| 31 Dec 16 | 30,403 | 903 | 1,248 | 0 |
| 30 Sep 16 | 30,337 | 882 | 1,206 | 0 |
| 30 Jun 16 | 30,435 | 826 | 1,206 | 0 |
| 31 Mar 16 | 30,362 | 705 | 1,213 | 0 |
| 31 Dec 15 | 30,449 | 734 | 1,206 | 0 |
| 30 Sep 15 | 30,254 | 727 | 304 | 0 |
| 30 Jun 15 | 29,727 | 699 | 304 | 0 |
Ingresos de calidad: TLX tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (5.8%) de TLX son superiores a los del año pasado (4.9%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lTLX han crecido significativamente en un 25.6% al año.
Acelerando crecimiento: El crecimiento de los beneficios de TLX en el último año (32.2%) supera su media de 5 años (25.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de TLX en el último año (32.2%) superó al de la industria Insurance 32.1%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de TLX (18.8%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/19 15:45 |
| Precio de las acciones al final del día | 2026/06/19 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 contamos con 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.
| Analista | Institución |
|---|---|
| Daniel Bischof | Baader Helvea Equity Research |
| Robert Bate | Barclays |
| Andrew Broadfield | Barclays |