Talanx AG

XTRA:TLX 株式レポート

時価総額：€29.5b

Talanx マネジメント

マネジメント 基準チェック /44

現在、CEO に関する十分な情報がありません。

主要情報

Torsten Leue

最高経営責任者

€4.1m

報酬総額

CEO給与比率28.30%
CEO在任期間15.8yrs
CEOの所有権n/a
経営陣の平均在職期間4.9yrs
取締役会の平均在任期間7.2yrs

経営陣の近況

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
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.
User avatar
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.

CEO報酬分析

Talanx の収益と比較して、Torsten Leue の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

€3b

Dec 31 2025€4m€1m

€2b

Sep 30 2025n/an/a

€2b

Jun 30 2025n/an/a

€2b

Mar 31 2025n/an/a

€2b

Dec 31 2024€4m€1m

€2b

Sep 30 2024n/an/a

€2b

Jun 30 2024n/an/a

€2b

Mar 31 2024n/an/a

€2b

Dec 31 2023€4m€1m

€2b

Sep 30 2023n/an/a

€1b

Jun 30 2023n/an/a

€847m

Mar 31 2023n/an/a

€873m

Dec 31 2022€3m€1m

€706m

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022n/an/a

€990m

Dec 31 2021€3m€1m

€1b

Sep 30 2021n/an/a

€876m

Jun 30 2021n/an/a

€869m

Mar 31 2021n/an/a

€728m

Dec 31 2020€3m€850k

€648m

Sep 30 2020n/an/a

€700m

Jun 30 2020n/an/a

€771m

Mar 31 2020n/an/a

€910m

Dec 31 2019€3m€850k

€923m

報酬と市場: Torstenの 総報酬 ($USD 4.67M ) は、 German市場 ($USD 6.04M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Torstenの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Torsten Leue (60 yo)

15.8yrs
在職期間
€4,085,000
報酬

Mr. Torsten Leue has been Chairman of the Supervisory board at E+S R ckversicherung AG since March 1, 2019. He serves as the Chairman of Supervisory Board at Hannover Rck SE since May 08, 2019 and serves...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Torsten Leue
Chairman of the Management Board & CEO15.8yrs€4.09mデータなし
Jan Wicke
CFO & Member of the Management Board12.2yrs€2.24mデータなし
Edgar Puls
Member of the Management Board7.2yrs€1.67mデータなし
Wilm Langenbach
Member of Management Board5.6yrs€1.65mデータなし
Caroline Schlienkamp
Member of the Management Board4.2yrs€1.35mデータなし
Jens Warkentin
Member of the Board of Management3.5yrs€1.37mデータなし
Clemens Jungsthofel
Member of the Management Board1.3yrs€2.14mデータなし
Bernd Sablowsky
Head of Investor Relations and Mergers & Acquisitions4.9yrsデータなしデータなし
Andreas Krosta
Head of Group Communications.no dataデータなしデータなし
Simone Auer
Chief Risk Officer3.2yrsデータなしデータなし
4.9yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: TLXの経営陣は 経験豊富 であると考えられます ( 4.9年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Herbert Haas
Independent Chairman of the Supervisory Board8.2yrs€559.00kデータなし
Joachim Brenk
Independent Member of Supervisory Board3.2yrs€115.00kデータなし
Jutta Hammer
Deputy Chairman of the Supervisory board15.4yrs€193.00kデータなし
Angela Titzrath
Independent Member of Supervisory Board8.2yrs€207.00kデータなし
Sandra Reich
Member of the Supervisory Boardno data€104.00kデータなし
Christoph Meister
Employee Representative Member of Supervisory Board12.2yrs€104.00kデータなし
Jens Schubert
Employee Representative Member of Supervisory Board12.2yrs€114.00kデータなし
Sebastian Gascard
Employee Representative Member of Supervisory Board7.2yrs€131.00kデータなし
Rainer-Karl Bock-Wehr
Employee Representative Member of Supervisory Board7.2yrs€104.00kデータなし
Christof Gunther
Independent Member of the Supervisory Board3.2yrs€133.00kデータなし
Matthias Rickel
Employee Representative Member of the Supervisory Board2.2yrs€104.00kデータなし
Patrick Seidel
Employee Representative Member of the Supervisory Board2.2yrs€144.00kデータなし
7.2yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: TLXの 取締役会 は 経験豊富 であると考えられます ( 7.2年の平均在任期間)。

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2026/07/06 20:36
終値2026/07/06 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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 BischofBaader Helvea Equity Research
Robert BateBarclays
Andrew BroadfieldBarclays