Globe Life Inc.

Report azionario NYSE:GL

Capitalizzazione di mercato: US$14.0b

Globe Life Gestione

Criteri Gestione verificati 4/4

Globe Life Il CEO è Frank Svoboda, nominato in Jan2023, e ha un mandato di 3.5 anni. la retribuzione annua totale è $ 9.45M, composta da 9.5% di stipendio e 90.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.25% delle azioni della società, per un valore di $ 34.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.1 anni e 3.3 anni.

Informazioni chiave

Frank Svoboda

Amministratore delegato

US$9.5m

Compenso totale

Percentuale dello stipendio del CEO9.52%
Mandato del CEO3.5yrs
Proprietà del CEO0.2%
Durata media del management4.1yrs
Durata media del Consiglio di amministrazione3.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 30

GL: Higher 2026 Guidance And Buybacks Will Support Future Upside

Analysts have lifted their price target on Globe Life to $215 from $208, citing updated assumptions for fair value at $215, steady discount rates, slightly adjusted revenue growth and profit margin expectations, and a higher future P/E multiple of 13.10 versus 12.69 previously. What’s in the News for Globe Life Globe Life reported Q1 revenue growth of 5.35% year over year and net profit growth of 6.27%, with revenues in line with analyst expectations but book value per share and EPS below estimates.
Seeking Alpha Jun 25

Globe Life: An Attractive Share Cannibal

Summary Globe Life aggressively reduces share count, prioritizing buybacks over dividends for shareholder returns. GL's disciplined, captive agent model and focus on underserved markets drive steady sales and EPS growth. GL offers 12% upside if growth expectations and valuation normalize. Key risks include underwriting missteps and potential cyber breaches, but financial strength and credit rating remain robust. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jun 16

GL: Higher 2026 Guidance And Ongoing Buybacks Will Support Bullish Outlook

Analysts have kept their Globe Life price target steady at $208.00, citing updated assumptions around slightly different revenue growth, profit margins, and future P/E that collectively support maintaining the prior valuation view. What’s in the News for Globe Life Globe Life updated earnings guidance for fiscal 2026 to a range of $15.40 to $15.90 per share, an increase of $0.35 at the midpoint compared with its prior full year 2026 guidance.
Aggiornamento della narrazione Jun 02

GL: Buybacks And Higher Earnings Guidance Will Support Bullish Outlook

Analysts have raised Globe Life's fair value estimate from $199.00 to $208.00 per share, citing updated assumptions around revenue growth, discount rate, profit margin, and future P/E, which together support a slightly higher long-term price target. What's in the News Globe Life reported that from January 1, 2026 to March 31, 2026, it repurchased 1,400,000 shares, or 1.77% of shares, for US$203m under its long running buyback program announced on August 5, 2005.
Aggiornamento della narrazione May 15

GL: Buybacks And Earnings Guidance Will Shape A Balanced Forward Outlook

Analysts have adjusted their price target for Globe Life to $147. This $1 change reflects updated views on slightly higher discount rates, more moderate revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption.
Aggiornamento della narrazione Apr 30

GL: Earnings Guidance And Buybacks Will Support Bullish Long Term Outlook

Analysts have kept their Globe Life price target steady at $199.00. This reflects only small adjustments to assumptions around revenue growth, profit margins, and future P/E that together leave their overall valuation view broadly unchanged.
Aggiornamento della narrazione Apr 15

GL: Updated Capital Returns And Slightly Lower P/E Assumptions Will Guide Balanced Outlook

Analysts now see Globe Life's fair value at $146.00, down from $150.00. This reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E in their updated models.
Aggiornamento della narrazione Apr 01

GL: Higher P/E Assumptions And Capital Returns Will Shape Balanced Future Outcomes

Analysts have raised their price target on Globe Life to $150, up from $145. This change reflects updated assumptions for revenue growth, profit margins and future P/E multiples in their models.
Aggiornamento della narrazione Mar 18

GL: Share Repurchases And Earnings Guidance Will Support Long-Term Upside

Analysts have adjusted their price target on Globe Life slightly higher to about $172 per share, reflecting updated assumptions for revenue growth, profit margin, discount rate, and future P/E. What's in the News Globe Life's board approved a quarterly dividend of $0.3300 per share, payable on May 1, 2026, to shareholders of record as of April 3, 2026 (Key Developments).
Aggiornamento della narrazione Mar 04

GL: Future Earnings Outlook And Buybacks Will Support Bullish View

Analysts have maintained their Globe Life price target at $199, citing updated model inputs that reflect slightly different assumptions for the discount rate, revenue growth, profit margin, and future P/E, while still arriving at the same fair value estimate. What's in the News Globe Life's board approved a quarterly dividend of $0.33 per share, payable on May 1, 2026, to shareholders of record as of April 3, 2026 (company announcement).
Aggiornamento della narrazione Feb 18

GL: Buybacks And Earnings Outlook Will Support Long-Term Upside

Analysts have adjusted their price target on Globe Life to $171.40 from $168.30. This reflects updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations.
Aggiornamento della narrazione Feb 04

GL: Higher Revenue Outlook And P/E Assumptions Will Shape Balanced Future Returns

Analysts have lifted their price target on Globe Life from US$111.00 to US$145.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E, which together support a higher valuation framework. Valuation Changes Fair Value: price target updated from US$111.00 to US$145.00, representing a sizeable upward reset in the valuation estimate.
Aggiornamento della narrazione Jan 20

GL: Future Earnings Guidance And Buybacks Will Support Bullish View

Analysts have raised their price target on Globe Life from about $185 to $199, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Globe Life issued earnings guidance for 2025, projecting net operating income between $14.40 and $14.60 per diluted common share for the year ending December 31, 2025 (company guidance).
Aggiornamento della narrazione Jan 06

GL: Steady Outlook And Ongoing Buybacks Will Support Long-Term Upside

Analysts have kept their price target for Globe Life broadly steady around $168.30, reflecting minor adjustments to assumptions for revenue growth, profit margin and future P/E that did not materially change their overall valuation view. What's in the News Globe Life issued earnings guidance for 2025, projecting net operating income between $14.40 and $14.60 per diluted share for the year ending December 31, 2025 (Key Developments).
Aggiornamento della narrazione Dec 21

GL: Future Earnings Visibility And Buybacks Will Drive Long-Term Upside Potential

Analysts have raised their price target on Globe Life by approximately 1 dollar to reflect slightly higher modeled fair value, modestly improved margin and growth assumptions, and a marginally higher future P E multiple. What's in the News Issued earnings guidance for 2025, projecting net operating income of $14.40 to $14.60 per diluted share, signaling steady profit expectations (company guidance) Provided 2026 outlook with net operating income per share estimated between $14.60 and $15.30, suggesting continued earnings growth beyond next year (company guidance) Repurchased 1,274,691 shares between July 1 and September 30, 2025, equal to 1.57% of shares outstanding, for $172.95 million (buyback update) Reached 98.88% completion of a long running share repurchase program, totaling 143,773,686 shares bought back for $9,831.8 million since its announcement in August 2005 (buyback update) Valuation Changes Fair Value: increased slightly from $166.70 to $168.30 per share, reflecting a modestly higher modeled intrinsic value.
Aggiornamento della narrazione Dec 07

GL: Expanding Earnings Guidance Will Drive Long-Term Upside Potential

Analysts have modestly raised their price target on Globe Life to approximately $166.70 per share from about $166.27. They cite slightly stronger projected profit margins, a marginally lower discount rate, and a small uptick in expected revenue growth and future earnings multiples.
Aggiornamento della narrazione Nov 23

GL: Share Buyback Momentum And Earnings Guidance Will Drive Upside

Narrative Update on Globe Life: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for Globe Life by $0.18 to $166.27, citing marginal changes in projected revenue growth and profit margin expectations. What's in the News Globe Life Inc.
Aggiornamento della narrazione Nov 08

GL: Share Repurchases And Earnings Guidance Will Drive Future Upside

Analysts have raised their price target for Globe Life slightly, increasing it from $166.27 to $166.45, based on adjusted expectations for revenue growth and profitability. What's in the News Globe Life Inc.
Aggiornamento della narrazione Oct 25

Share Repurchases And Earnings Outlook Will Support Insurance Sector Expansion

Narrative Update: Globe Life Analyst Price Target Revision Analysts have slightly raised their fair value estimate for Globe Life, increasing the target from $165.73 to $166.27 per share. This change reflects improved expectations for profit margin and a stable growth outlook.
Aggiornamento della narrazione Oct 11

Digital Underwriting And Agent Expansion Will Shape Insurance Future

Narrative Update: Globe Life Analyst Price Target Adjustment Analysts have raised their fair value estimate for Globe Life from $161.55 to $165.73, citing modest improvements in projected revenue growth and a slightly lower discount rate as key factors supporting the upward adjustment. What's in the News Globe Life Inc.
Aggiornamento della narrazione Sep 27

Digital Underwriting And Agent Expansion Will Shape Insurance Future

Globe Life’s valuation metrics, including Future P/E and Discount Rate, remained essentially stable, resulting in only a marginal increase in the consensus Analyst Price Target from $160.18 to $161.55. What's in the News SEC concludes its investigation of Globe Life and does not intend to recommend an enforcement action.
Seeking Alpha Jan 23

Globe Life: A Stalwart That Can Balance Growth And Profitability

Summary Globe Life demonstrates steady EPS growth due to disciplined underwriting and cost efficiency. The company targets lower to middle-income families, maintaining stable annualized premiums and high underwriting margins. Globe Life's strong liquidity, high RBC ratio, and quality investment portfolio bolster its financial health. Shares are a buy with long-term price target of $180. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

Globe Life: Boring, Which Is Good As A Policyholder-But Not As An Investor

Summary Globe Life's stable share price and low dividend yield make it a lackluster investment with limited growth potential and better alternatives available. The company’s business model and performance are respectable, but there are no significant catalysts for future gains. Despite a recent share buyback, Globe Life trails its peers and broader market indices in total return, making it a "pass" for investors. Read the full article on Seeking Alpha
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Nuova narrazione Aug 25

Enhanced Credibility And Strategic Growth Initiatives Promise Bright Prospects

Audit Committee's findings boost Globe Life's credibility and investor confidence by clarifying financial integrity, influencing stock value positively.
Seeking Alpha Jun 24

Globe Life: A Small Bet That The Recent Controversy Will Blow Over

Summary Globe Life Inc. shares rebounded sharply after a short report by Fuzzy Panda, caused a short-lived over 50% drop in the stock. Despite the controversy, Globe Life reported strong 1Q24 financials, increased its FY24 outlook, and has seen some recent insider purchases in the shares. Allegations of fraud and misconduct did prompt the SEC to open an informal inquiry. Despite the rebound, the stock is still cheap on a P/E basis.  An analysis around Globe Life follows in the paragraphs below. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Frank Svoboda rispetto agli utili di Globe Life?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$9mUS$900k

US$1b

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$9mUS$900k

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$7mUS$850k

US$971m

Sep 30 2023n/an/a

US$938m

Jun 30 2023n/an/a

US$872m

Mar 31 2023n/an/a

US$881m

Dec 31 2022US$4mUS$650k

US$894m

Sep 30 2022n/an/a

US$830m

Jun 30 2022n/an/a

US$828m

Mar 31 2022n/an/a

US$804m

Dec 31 2021US$4mUS$590k

US$1b

Sep 30 2021n/an/a

US$771m

Jun 30 2021n/an/a

US$771m

Mar 31 2021n/an/a

US$745m

Dec 31 2020US$4mUS$597k

US$732m

Sep 30 2020n/an/a

US$715m

Jun 30 2020n/an/a

US$727m

Mar 31 2020n/an/a

US$741m

Dec 31 2019US$4mUS$560k

US$761m

Compensazione vs Mercato: La retribuzione totale di Frank ($USD 9.45M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).

Compensazione vs guadagni: La retribuzione di Frank è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Frank Svoboda (64 yo)

3.5yrs
Mandato
US$9,453,935
Compensazione

Mr. Frank Martin Svoboda served as Senior Executive Vice President & Chief Financial Officer of Globe Life Inc. since April 2022 until January 01, 2023 and serves as its Co-Chief Executive Officer since Ja...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Frank Svoboda
Co-Chairman & Co-CEO3.5yrsUS$9.45m0.25%
$ 34.5m
James Darden
Co-Chairman & Co-CEO3.3yrsUS$9.07m0.081%
$ 11.3m
Thomas Kalmbach
Executive VP & CFO3.5yrsUS$4.18m0.067%
$ 9.3m
Robert Hensley
Executive VP & Chief Investment Officer5yrsUS$2.96m0.016%
$ 2.2m
Robert Mitchell
Executive VP14.1yrsUS$3.65m0.085%
$ 11.9m
Michael Majors
Executive VP & Chief Strategy Officer3.5yrsUS$3.72m0.069%
$ 9.7m
M. Henrie
Corporate Senior VP & Chief Accounting Officer7.4yrsNessun datoNessun dato
Christopher Tyler
Executive VP & Chief Information Officer4.1yrsNessun dato0.013%
$ 1.8m
Dolores Skarjune
Executive VP & Chief Administrative Officer3.5yrsNessun dato0.021%
$ 3.0m
Stephen Mota
Senior Director of Investor Relationsno dataNessun datoNessun dato
Joel Scarborough
Corporate Senior VP5.5yrsNessun datoNessun dato
Jennifer Haworth
Executive VP & Chief Marketing Officer8.5yrsNessun dato0.031%
$ 4.3m
4.1yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di GL è considerato esperto (durata media dell'incarico 4.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Frank Svoboda
Co-Chairman & Co-CEO3.3yrsUS$9.45m0.25%
$ 34.5m
James Darden
Co-Chairman & Co-CEO3.3yrsUS$9.07m0.081%
$ 11.3m
James Brannen
Independent Director4.7yrsUS$300.03k0.013%
$ 1.8m
David Rodriguez
Independent Director3.4yrsUS$280.03k0.0093%
$ 1.3m
Mark Blinn
Independent Director4.7yrsUS$280.03k0.0061%
$ 856.3k
Philip Jacobs
Independent Director1.4yrsUS$247.12k0.0033%
$ 462.5k
Mary Thigpen
Independent Director8.4yrsUS$315.03k0.024%
$ 3.4m
Cheryl Alston
Independent Director8.4yrsUS$305.03k0.021%
$ 3.0m
Alice Cho
Independent Director3.4yrsUS$292.53k0.0076%
$ 1.1m
Derek Kan
Independent Directorless than a yearNessun datoNessun dato
Matthew Adams
Independent Director1.4yrsUS$247.12k0.0033%
$ 461.1k
Sandra Phillips
Independent Directorless than a yearNessun datoNessun dato
3.3yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GL sono considerati esperti (durata media dell'incarico 3.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/05 02:27
Prezzo dell'azione a fine giornata2026/07/02 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Globe Life Inc. è coperta da 29 analisti. 8 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
Jay GelbBarclays
Jack MattenBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research