Talanx AG

Report azionario XTRA:TLX

Capitalizzazione di mercato: €28.1b

Talanx Crescita futura

Criteri Future verificati 1/6

Si prevede che gli utili di Talanx diminuiranno a 0.4% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 7.4% all'anno. Si prevede che l'EPS diminuirà di 0.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà 14.7% in 3 anni.

Informazioni chiave

-0.4%

Tasso di crescita degli utili

-0.42%

Tasso di crescita dell'EPS

Insurance crescita degli utili2.0%
Tasso di crescita dei ricavi7.4%
Rendimento futuro del capitale proprio14.75%
Copertura analitica

Good

Ultimo aggiornamento21 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

XTRA:TLX - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di TLX diminuiranno nei prossimi 3 anni ( -0.4% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di TLX diminuiranno nei prossimi 3 anni ( -0.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di TLX diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di TLX ( 7.4% all'anno) crescerà più rapidamente del mercato German ( 6.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TLX ( 7.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TLX sarà basso tra 3 anni ( 14.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 04:10
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Talanx AG è coperta da 18 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Daniel BischofBaader Helvea Equity Research
Robert BateBarclays
Andrew BroadfieldBarclays