Talanx（TLX）株式概要
タランクスAGは世界各地で保険・再保険商品とサービスを提供している。 詳細
TLX Community Fair Values
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Analyst Price Targets
Talanx AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €107.80 |
| 52週高値 | €126.20 |
| 52週安値 | €100.10 |
| ベータ | 0.35 |
| 1ヶ月の変化 | -6.42% |
| 3ヶ月変化 | 0.19% |
| 1年変化 | -6.50% |
| 3年間の変化 | 112.41% |
| 5年間の変化 | 211.56% |
| IPOからの変化 | 482.70% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.株主還元
| TLX | DE Insurance | DE 市場 | |
|---|---|---|---|
| 7D | -0.5% | 0.1% | 2.8% |
| 1Y | -6.5% | -1.6% | 1.4% |
業界別リターン: TLX過去 1 年間で-1.6 % の収益を上げたGerman Insurance業界を下回りました。
リターン対市場: TLXは、過去 1 年間で1.4 % のリターンを上げたGerman市場を下回りました。
価格変動
| TLX volatility | |
|---|---|
| TLX Average Weekly Movement | 4.0% |
| Insurance Industry Average Movement | 3.9% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: TLX 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TLXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1903 | 28,964 | Torsten Leue | www.talanx.com |
タランクス社は世界各地で保険・再保険商品とサービスを提供している。同社は生命保険、損害保険、賠償責任保険、自動車保険、航空保険、法的保護保険、火災保険、強盗・盗難保険、水道水保険、板ガラス保険、暴風雨損害保険、包括的住宅所有者保険、包括的住宅所有者保険、ひょう害保険、家畜保険、エンジニアリング保険、オムニアム保険、海上保険、事業中断保険、延長補償保険、旅行支援保険、航空・宇宙賠償責任保険、その他の損害保険商品を提供している。また、バンカシュアランス商品、ユニットリンク型生命保険、年金・リスク保険商品、損害保険、生命保険、医療保険、信用・保証保険、農業保険、仕組再保険商品、サイバー・デジタルリスク補償、パラメトリック・ソリューションも提供している。同社は1903 年に設立され、ドイツのハノーバーに本社を置いている。Talanx AGはHDI Haftpflichtverband der Deutschen Industrie V.a.G.の子会社である。
Talanx AG 基礎のまとめ
| TLX 基礎統計学 | |
|---|---|
| 時価総額 | €27.82b |
| 収益（TTM） | €2.65b |
| 売上高(TTM) | €45.42b |
10.5x
PER（株価収益率0.6x
P/SレシオTLX は割高か？
公正価値と評価分析を参照収益と収入
| TLX 損益計算書（TTM） | |
|---|---|
| 収益 | €45.42b |
| 売上原価 | €35.12b |
| 売上総利益 | €10.31b |
| その他の費用 | €7.66b |
| 収益 | €2.65b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 14, 2026
| 一株当たり利益（EPS） | 10.27 |
| グロス・マージン | 22.69% |
| 純利益率 | 5.83% |
| 有利子負債／自己資本比率 | 0% |
TLX の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.3%
現在の配当利回り35%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 20:19 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Talanx AG 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Daniel Bischof | Baader Helvea Equity Research |
| Robert Bate | Barclays |
| Andrew Broadfield | Barclays |