View Future GrowthTalanx 過去の業績過去 基準チェック /56Talanxは、平均年間25.6%の収益成長を遂げていますが、 Insurance業界の収益は、年間 成長しています。収益は、平均年間14.2% 0.2%収益成長率で 成長しています。 Talanxの自己資本利益率は18.8%であり、純利益率は5.8%です。主要情報25.62%収益成長率25.08%EPS成長率Insurance 業界の成長5.90%収益成長率0.22%株主資本利益率18.77%ネット・マージン5.83%次回の業績アップデート14 Aug 2026最近の業績更新お知らせ • Nov 10+ 4 more updatesTalanx AG to Report First Half, 2026 Results on Aug 14, 2026Talanx AG announced that they will report first half, 2026 results on Aug 14, 2026Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: €2.98 (vs €1.99 in 2Q 2024)Second quarter 2025 results: EPS: €2.98 (up from €1.99 in 2Q 2024). Revenue: €12.0b (up 36% from 2Q 2024). Net income: €769.0m (up 50% from 2Q 2024). Profit margin: 6.4% (up from 5.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09+ 1 more updateTalanx AG to Report Q1, 2025 Results on May 15, 2025Talanx AG announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on May 15, 2025お知らせ • Feb 07Talanx AG to Report First Half, 2025 Results on Aug 14, 2025Talanx AG announced that they will report first half, 2025 results on Aug 14, 2025お知らせ • Nov 21+ 1 more updateTalanx AG to Report Fiscal Year 2024 Results on Feb 07, 2025Talanx AG announced that they will report fiscal year 2024 results on Feb 07, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €1.95 (vs €1.79 in 3Q 2023)Third quarter 2024 results: EPS: €1.95 (up from €1.79 in 3Q 2023). Revenue: €9.26b (down 4.2% from 3Q 2023). Net income: €502.0m (up 11% from 3Q 2023). Profit margin: 5.4% (up from 4.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.すべての更新を表示Recent updatesお知らせ • Mar 27+ 1 more updateTalanx AG, Annual General Meeting, May 07, 2026Talanx AG, Annual General Meeting, May 07, 2026, at 10:30 W. Europe Standard Time.お知らせ • Mar 26Allianz Global Investors Deutschland GmbH agreed to acquire an unknown majority stake in Amprion GmbH from Talanx AG (XTRA:TLX)Allianz Global Investors Deutschland GmbH agreed to acquire an unknown majority stake in Amprion GmbH from Talanx AG (XTRA:TLX) on March 26, 2026. Moritz Petersen, Frank Scholderer, Annette Röhder, Gregor Evenkamp, Dimitri Slobodenjuk, Anne Filzmoser of Clifford Chance LLP acted as legal advisor for Talanx AG. The transaction is expected to be completed in the second quarter of 2026, subject to the usual closing conditions.お知らせ • Nov 14Talanx Ag Provides Consolidated Earnings Guidance for the Financial Year 2026 and 2027Talanx Ag provided Consolidated Earnings Guidance for the Financial Year 2026 and 2027. For the year, the company expects consolidated net income of approximately EUR 2.7 billion for the financial year 2026. For the year, the company expects increase the consolidated net income generated in the financial year 2024 by 30% to around EUR 2.57 billion by 2027.お知らせ • Nov 10+ 4 more updatesTalanx AG to Report First Half, 2026 Results on Aug 14, 2026Talanx AG announced that they will report first half, 2026 results on Aug 14, 2026Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: €2.98 (vs €1.99 in 2Q 2024)Second quarter 2025 results: EPS: €2.98 (up from €1.99 in 2Q 2024). Revenue: €12.0b (up 36% from 2Q 2024). Net income: €769.0m (up 50% from 2Q 2024). Profit margin: 6.4% (up from 5.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 18Talanx AG (XTRA:TLX) announces an Equity Buyback for 400,000 shares, representing 0.15% for €48 million.Talanx AG (XTRA:TLX) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing approximately 0.15% of its issued share capital for a total of €48 million. The purpose of the program is to meet the obligations in connection with the share option program for the employees. The repurchased shares will be offered to the employees participating under the employee share program 2025. The repurchase program will expire on December 31, 2025.お知らせ • Mar 28Talanx AG, Annual General Meeting, May 08, 2025Talanx AG, Annual General Meeting, May 08, 2025, at 10:30 W. Europe Standard Time.お知らせ • Feb 09+ 1 more updateTalanx AG to Report Q1, 2025 Results on May 15, 2025Talanx AG announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on May 15, 2025お知らせ • Feb 07Talanx AG to Report First Half, 2025 Results on Aug 14, 2025Talanx AG announced that they will report first half, 2025 results on Aug 14, 2025お知らせ • Nov 21+ 1 more updateTalanx AG to Report Fiscal Year 2024 Results on Feb 07, 2025Talanx AG announced that they will report fiscal year 2024 results on Feb 07, 2025Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €1.95 (vs €1.79 in 3Q 2023)Third quarter 2024 results: EPS: €1.95 (up from €1.79 in 3Q 2023). Revenue: €9.26b (down 4.2% from 3Q 2023). Net income: €502.0m (up 11% from 3Q 2023). Profit margin: 5.4% (up from 4.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €2.00 (vs €1.59 in 2Q 2023)Second quarter 2024 results: EPS: €2.00 (up from €1.59 in 2Q 2023). Revenue: €15.5b (up 44% from 2Q 2023). Net income: €518.0m (up 28% from 2Q 2023). Profit margin: 3.3% (down from 3.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.Reported Earnings • May 17First quarter 2024 earnings released: EPS: €2.22 (vs €1.67 in 1Q 2023)First quarter 2024 results: EPS: €2.22 (up from €1.67 in 1Q 2023). Revenue: €12.0b (down 6.4% from 1Q 2023). Net income: €572.0m (up 35% from 1Q 2023). Profit margin: 4.7% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: €53.2b (up 7.2% from FY 2022). Net income: €1.58b (up 35% from FY 2022). Profit margin: 3.0% (up from 2.4% in FY 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Insurance industry in Germany.Declared Dividend • Mar 24Dividend increased to €2.35Dividend of €2.35 is 18% higher than last year. Ex-date: 8th May 2024 Payment date: 10th May 2024 Dividend yield will be 3.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 09Talanx AG to Report Fiscal Year 2023 Results on Feb 08, 2024Talanx AG announced that they will report fiscal year 2023 results on Feb 08, 2024Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €15,047 (vs €0.89 in 3Q 2022)Third quarter 2023 results: EPS: €15,047 (up from €0.89 in 3Q 2022). Revenue: €35t (up €35t from 3Q 2022). Net income: €3.81t (up €3.81t from 3Q 2022). Profit margin: 11% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 70% p.a. on average during the next 3 years, while revenues in the Insurance industry in Germany are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 09+ 3 more updatesTalanx AG, Annual General Meeting, May 07, 2024Talanx AG, Annual General Meeting, May 07, 2024.お知らせ • Oct 24Talanx Ag Provides Earnings Guidance for the Financial Year 2023Talanx AG provided earnings guidance for the financial year 2023. For the year, the company expects consolidated net income for the full financial year 2023 that will significantly exceed EUR 1.5 billion.お知らせ • Oct 21Talanx AG to Report Fiscal Year 2023 Results on Mar 21, 2024Talanx AG announced that they will report fiscal year 2023 results on Mar 21, 2024New Risk • Oct 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Price Target Changed • Sep 28Price target increased by 8.4% to €58.00Up from €53.50, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €58.10. Stock is up 65% over the past year. The company is forecast to post earnings per share of €5.93 for next year compared to €4.63 last year.お知らせ • Sep 21Talanx AG has completed a Follow-on Equity Offering in the amount of €301.35 million.Talanx AG has completed a Follow-on Equity Offering in the amount of €301.35 million. Security Name: Shares Security Type: Common Stock Securities Offered: 4,900,000 Price\Range: €61.5 Transaction Features: Subsequent Direct ListingReported Earnings • Aug 18Second quarter 2023 earnings released: EPS: €1.59 (vs €1.70 in 2Q 2022)Second quarter 2023 results: EPS: €1.59 (down from €1.70 in 2Q 2022). Revenue: €10.7b (up 37% from 2Q 2022). Net income: €404.0m (down 6.0% from 2Q 2022). Profit margin: 3.8% (down from 5.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.お知らせ • Jul 24Talanx AG to Report Q3, 2023 Results on Nov 13, 2023Talanx AG announced that they will report Q3, 2023 results at 1:30 PM, Central European Standard Time on Nov 13, 2023Price Target Changed • Jul 04Price target increased by 8.2% to €52.70Up from €48.71, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €52.55. Stock is up 53% over the past year. The company is forecast to post earnings per share of €5.58 for next year compared to €4.63 last year.お知らせ • May 17Talanx AG to Report Q1, 2023 Results on May 15, 2023Talanx AG announced that they will report Q1, 2023 results at 7:30 AM, Central European Standard Time on May 15, 2023Upcoming Dividend • Apr 30Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (4.2%).Reported Earnings • Mar 17Full year 2020 earnings released: EPS €2.66 (vs €3.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €39.5b (up 2.9% from FY 2019). Net income: €673.0m (down 27% from FY 2019). Profit margin: 1.7% (down from 2.4% in FY 2019). The decrease in margin was driven by higher expenses. Combined ratio: 100.9% (up from 98.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 16New 90-day high: €33.90The company is up 6.0% from its price of €31.94 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Insurance industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.96 per share.Is New 90 Day High Low • Jan 06New 90-day high: €33.52The company is up 15% from its price of €29.06 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €83.66 per share.Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €2.06The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €10.2b (up 4.6% from 3Q 2019). Net income: €194.0m (down 27% from 3Q 2019). Profit margin: 1.9% (down from 2.7% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 9.9% compared to a 16% growth forecast for the Insurance industry in Germany.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €31.78, the stock is trading at a trailing P/E ratio of 10.4x, up from the previous P/E ratio of 8.8x. This compares to an average P/E of 11x in the Insurance industry in Germany. Total returns to shareholders over the past three years are 5.6%.Is New 90 Day High Low • Oct 26New 90-day low: €26.38The company is down 19% from its price of €32.60 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.71 per share.Is New 90 Day High Low • Sep 19New 90-day low: €29.54The company is down 11% from its price of €33.08 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.04 per share.収支内訳Talanx の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:TLX 収益、費用、利益 ( )EUR Millions日付収益収益G+A経費研究開発費31 Mar 2645,4242,6500031 Dec 2545,8272,4800030 Sep 2540,7402,3490030 Jun 2543,8392,2600031 Mar 2540,6632,0050031 Dec 2441,3991,9770030 Sep 2436,7121,8940030 Jun 2438,8541,8440031 Mar 2439,3681,7340031 Dec 2338,2941,5810030 Sep 2342,1241,0590030 Jun 2340,4848470031 Mar 2338,9748730031 Dec 2239,9007060030 Sep 2242,4071,2141,329030 Jun 2242,1611,151690031 Mar 2244,8439901,329031 Dec 2143,7261,0111,329030 Sep 2142,3538761,316030 Jun 2141,6458691,315031 Mar 2140,5997281,315031 Dec 2039,3396481,316030 Sep 2039,3677002,013030 Jun 2038,9167712,013031 Mar 2038,9169101,335031 Dec 1938,3709231,373030 Sep 1936,8539571,290030 Jun 1935,7137431,290031 Mar 1935,2477201,968031 Dec 1834,2307031,290030 Sep 1834,7157151,293030 Jun 1834,1996451,293031 Mar 1833,144651656031 Dec 1732,7356711,293030 Sep 1731,8917111,248030 Jun 1731,1779631,248031 Mar 1730,4839191,275031 Dec 1630,4039031,248030 Sep 1630,3378821,206030 Jun 1630,4358261,206031 Mar 1630,3627051,213031 Dec 1530,4497341,206030 Sep 1530,254727304030 Jun 1529,7276993040質の高い収益: TLXは 高品質の収益 を持っています。利益率の向上: TLXの現在の純利益率 (5.8%)は、昨年(4.9%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TLXの収益は過去 5 年間で年間25.6%増加しました。成長の加速: TLXの過去 1 年間の収益成長率 ( 32.2% ) は、5 年間の平均 ( 年間25.6%を上回っています。収益対業界: TLXの過去 1 年間の収益成長率 ( 32.2% ) はInsurance業界32.1%を上回りました。株主資本利益率高いROE: TLXの 自己資本利益率 ( 18.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YInsurance 、過去の業績が好調な企業。View Financial Health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2026/06/17 10:25終値2026/06/17 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 ResearchRobert BateBarclaysAndrew BroadfieldBarclays15 その他のアナリストを表示
お知らせ • Nov 10+ 4 more updatesTalanx AG to Report First Half, 2026 Results on Aug 14, 2026Talanx AG announced that they will report first half, 2026 results on Aug 14, 2026
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: €2.98 (vs €1.99 in 2Q 2024)Second quarter 2025 results: EPS: €2.98 (up from €1.99 in 2Q 2024). Revenue: €12.0b (up 36% from 2Q 2024). Net income: €769.0m (up 50% from 2Q 2024). Profit margin: 6.4% (up from 5.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09+ 1 more updateTalanx AG to Report Q1, 2025 Results on May 15, 2025Talanx AG announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on May 15, 2025
お知らせ • Feb 07Talanx AG to Report First Half, 2025 Results on Aug 14, 2025Talanx AG announced that they will report first half, 2025 results on Aug 14, 2025
お知らせ • Nov 21+ 1 more updateTalanx AG to Report Fiscal Year 2024 Results on Feb 07, 2025Talanx AG announced that they will report fiscal year 2024 results on Feb 07, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €1.95 (vs €1.79 in 3Q 2023)Third quarter 2024 results: EPS: €1.95 (up from €1.79 in 3Q 2023). Revenue: €9.26b (down 4.2% from 3Q 2023). Net income: €502.0m (up 11% from 3Q 2023). Profit margin: 5.4% (up from 4.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Mar 27+ 1 more updateTalanx AG, Annual General Meeting, May 07, 2026Talanx AG, Annual General Meeting, May 07, 2026, at 10:30 W. Europe Standard Time.
お知らせ • Mar 26Allianz Global Investors Deutschland GmbH agreed to acquire an unknown majority stake in Amprion GmbH from Talanx AG (XTRA:TLX)Allianz Global Investors Deutschland GmbH agreed to acquire an unknown majority stake in Amprion GmbH from Talanx AG (XTRA:TLX) on March 26, 2026. Moritz Petersen, Frank Scholderer, Annette Röhder, Gregor Evenkamp, Dimitri Slobodenjuk, Anne Filzmoser of Clifford Chance LLP acted as legal advisor for Talanx AG. The transaction is expected to be completed in the second quarter of 2026, subject to the usual closing conditions.
お知らせ • Nov 14Talanx Ag Provides Consolidated Earnings Guidance for the Financial Year 2026 and 2027Talanx Ag provided Consolidated Earnings Guidance for the Financial Year 2026 and 2027. For the year, the company expects consolidated net income of approximately EUR 2.7 billion for the financial year 2026. For the year, the company expects increase the consolidated net income generated in the financial year 2024 by 30% to around EUR 2.57 billion by 2027.
お知らせ • Nov 10+ 4 more updatesTalanx AG to Report First Half, 2026 Results on Aug 14, 2026Talanx AG announced that they will report first half, 2026 results on Aug 14, 2026
Reported Earnings • Aug 18Second quarter 2025 earnings released: EPS: €2.98 (vs €1.99 in 2Q 2024)Second quarter 2025 results: EPS: €2.98 (up from €1.99 in 2Q 2024). Revenue: €12.0b (up 36% from 2Q 2024). Net income: €769.0m (up 50% from 2Q 2024). Profit margin: 6.4% (up from 5.8% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 18Talanx AG (XTRA:TLX) announces an Equity Buyback for 400,000 shares, representing 0.15% for €48 million.Talanx AG (XTRA:TLX) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing approximately 0.15% of its issued share capital for a total of €48 million. The purpose of the program is to meet the obligations in connection with the share option program for the employees. The repurchased shares will be offered to the employees participating under the employee share program 2025. The repurchase program will expire on December 31, 2025.
お知らせ • Mar 28Talanx AG, Annual General Meeting, May 08, 2025Talanx AG, Annual General Meeting, May 08, 2025, at 10:30 W. Europe Standard Time.
お知らせ • Feb 09+ 1 more updateTalanx AG to Report Q1, 2025 Results on May 15, 2025Talanx AG announced that they will report Q1, 2025 results at 11:00 AM, Central European Standard Time on May 15, 2025
お知らせ • Feb 07Talanx AG to Report First Half, 2025 Results on Aug 14, 2025Talanx AG announced that they will report first half, 2025 results on Aug 14, 2025
お知らせ • Nov 21+ 1 more updateTalanx AG to Report Fiscal Year 2024 Results on Feb 07, 2025Talanx AG announced that they will report fiscal year 2024 results on Feb 07, 2025
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: €1.95 (vs €1.79 in 3Q 2023)Third quarter 2024 results: EPS: €1.95 (up from €1.79 in 3Q 2023). Revenue: €9.26b (down 4.2% from 3Q 2023). Net income: €502.0m (up 11% from 3Q 2023). Profit margin: 5.4% (up from 4.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
Reported Earnings • Aug 15Second quarter 2024 earnings released: EPS: €2.00 (vs €1.59 in 2Q 2023)Second quarter 2024 results: EPS: €2.00 (up from €1.59 in 2Q 2023). Revenue: €15.5b (up 44% from 2Q 2023). Net income: €518.0m (up 28% from 2Q 2023). Profit margin: 3.3% (down from 3.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 23% per year.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: €2.22 (vs €1.67 in 1Q 2023)First quarter 2024 results: EPS: €2.22 (up from €1.67 in 1Q 2023). Revenue: €12.0b (down 6.4% from 1Q 2023). Net income: €572.0m (up 35% from 1Q 2023). Profit margin: 4.7% (up from 3.3% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
Reported Earnings • Mar 24Full year 2023 earnings releasedFull year 2023 results: Revenue: €53.2b (up 7.2% from FY 2022). Net income: €1.58b (up 35% from FY 2022). Profit margin: 3.0% (up from 2.4% in FY 2022). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Insurance industry in Germany.
Declared Dividend • Mar 24Dividend increased to €2.35Dividend of €2.35 is 18% higher than last year. Ex-date: 8th May 2024 Payment date: 10th May 2024 Dividend yield will be 3.3%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 6.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 09Talanx AG to Report Fiscal Year 2023 Results on Feb 08, 2024Talanx AG announced that they will report fiscal year 2023 results on Feb 08, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: €15,047 (vs €0.89 in 3Q 2022)Third quarter 2023 results: EPS: €15,047 (up from €0.89 in 3Q 2022). Revenue: €35t (up €35t from 3Q 2022). Net income: €3.81t (up €3.81t from 3Q 2022). Profit margin: 11% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 70% p.a. on average during the next 3 years, while revenues in the Insurance industry in Germany are expected to grow by 4.8%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 09+ 3 more updatesTalanx AG, Annual General Meeting, May 07, 2024Talanx AG, Annual General Meeting, May 07, 2024.
お知らせ • Oct 24Talanx Ag Provides Earnings Guidance for the Financial Year 2023Talanx AG provided earnings guidance for the financial year 2023. For the year, the company expects consolidated net income for the full financial year 2023 that will significantly exceed EUR 1.5 billion.
お知らせ • Oct 21Talanx AG to Report Fiscal Year 2023 Results on Mar 21, 2024Talanx AG announced that they will report fiscal year 2023 results on Mar 21, 2024
New Risk • Oct 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Price Target Changed • Sep 28Price target increased by 8.4% to €58.00Up from €53.50, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €58.10. Stock is up 65% over the past year. The company is forecast to post earnings per share of €5.93 for next year compared to €4.63 last year.
お知らせ • Sep 21Talanx AG has completed a Follow-on Equity Offering in the amount of €301.35 million.Talanx AG has completed a Follow-on Equity Offering in the amount of €301.35 million. Security Name: Shares Security Type: Common Stock Securities Offered: 4,900,000 Price\Range: €61.5 Transaction Features: Subsequent Direct Listing
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: €1.59 (vs €1.70 in 2Q 2022)Second quarter 2023 results: EPS: €1.59 (down from €1.70 in 2Q 2022). Revenue: €10.7b (up 37% from 2Q 2022). Net income: €404.0m (down 6.0% from 2Q 2022). Profit margin: 3.8% (down from 5.5% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Jul 24Talanx AG to Report Q3, 2023 Results on Nov 13, 2023Talanx AG announced that they will report Q3, 2023 results at 1:30 PM, Central European Standard Time on Nov 13, 2023
Price Target Changed • Jul 04Price target increased by 8.2% to €52.70Up from €48.71, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €52.55. Stock is up 53% over the past year. The company is forecast to post earnings per share of €5.58 for next year compared to €4.63 last year.
お知らせ • May 17Talanx AG to Report Q1, 2023 Results on May 15, 2023Talanx AG announced that they will report Q1, 2023 results at 7:30 AM, Central European Standard Time on May 15, 2023
Upcoming Dividend • Apr 30Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 07 May 2021. Payment date: 11 May 2021. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.1%). In line with average of industry peers (4.2%).
Reported Earnings • Mar 17Full year 2020 earnings released: EPS €2.66 (vs €3.65 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: €39.5b (up 2.9% from FY 2019). Net income: €673.0m (down 27% from FY 2019). Profit margin: 1.7% (down from 2.4% in FY 2019). The decrease in margin was driven by higher expenses. Combined ratio: 100.9% (up from 98.3% in FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 16New 90-day high: €33.90The company is up 6.0% from its price of €31.94 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Insurance industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.96 per share.
Is New 90 Day High Low • Jan 06New 90-day high: €33.52The company is up 15% from its price of €29.06 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €83.66 per share.
Reported Earnings • Nov 14Third quarter 2020 earnings released: EPS €2.06The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: €10.2b (up 4.6% from 3Q 2019). Net income: €194.0m (down 27% from 3Q 2019). Profit margin: 1.9% (down from 2.7% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 9.9% compared to a 16% growth forecast for the Insurance industry in Germany.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to €31.78, the stock is trading at a trailing P/E ratio of 10.4x, up from the previous P/E ratio of 8.8x. This compares to an average P/E of 11x in the Insurance industry in Germany. Total returns to shareholders over the past three years are 5.6%.
Is New 90 Day High Low • Oct 26New 90-day low: €26.38The company is down 19% from its price of €32.60 on 28 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €62.71 per share.
Is New 90 Day High Low • Sep 19New 90-day low: €29.54The company is down 11% from its price of €33.08 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €66.04 per share.