Beazley（BEZ）株式概要
ビーズリー・ピーエルシーはその子会社を通じて、米国、英国、欧州でリスク保険と再保険のソリューションを提供している。 詳細
BEZ Community Fair Values
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Analyst Price Targets
Beazley plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | UK£12.85 |
| 52週高値 | UK£12.95 |
| 52週安値 | UK£7.50 |
| ベータ | 0.30 |
| 1ヶ月の変化 | 0.23% |
| 3ヶ月変化 | 1.30% |
| 1年変化 | 35.93% |
| 3年間の変化 | 121.27% |
| 5年間の変化 | 280.25% |
| IPOからの変化 | 1,546.79% |
最新ニュース
ナラティブの更新 • Jun 10
BEZ: Going Concern Uncertainty Will Shape Steady Fairly Valued Outlook
Analysts have maintained their fair value estimate for Beazley at £12.88, with no material change to key assumptions such as discount rate, revenue growth, profit margin, or future P/E. They view the current price target as consistent with these stable inputs.ナラティブの更新 • May 27
BEZ: Zurich Cash Offer And Downgrades Will Shape Fairly Valued Outlook
Analysts have nudged their fair value estimate slightly higher to £12.88 from £12.82, tying the adjustment to updated profit margin expectations and recent price target revisions around Zurich's agreed offer, even as some firms lowered their rating stance while lifting targets toward the £13.00 range. Analyst Commentary Bullish Takeaways Bullish analysts are still aligning target prices around £13.00, which is close to Zurich's agreed offer level.ナラティブの更新 • Apr 21
BEZ: Zurich Cash Offer And Downgrades Will Frame Deal-Linked Fairly Valued Outlook
Beazley's analyst price target has been trimmed slightly to £12.82 from £13.10, reflecting a series of downgrades to Hold or Sector Perform as analysts factor in Zurich's agreed offer for the company. Analyst Commentary Recent research updates cluster around Zurich's agreed offer, with several firms moving to more neutral ratings and setting price targets close to the proposed deal level.ナラティブの更新 • Apr 07
BEZ: Zurich Cash Offer And Rating Downgrades Will Shape Fairly Valued Shares
Beazley's analyst fair value estimate has edged down from £13.10 to about £13.10 per share, as analysts factor in a wave of rating downgrades and higher Street targets linked to Zurich's agreed offer and recent price target revisions across several banks. Analyst Commentary Street research has shifted toward more neutral ratings following Zurich's agreed offer, with several firms moving to hold or sector perform stances while still lifting or reaffirming price targets around or above the proposed deal level.Recent updates
ナラティブの更新 • Jun 10
BEZ: Going Concern Uncertainty Will Shape Steady Fairly Valued Outlook
Analysts have maintained their fair value estimate for Beazley at £12.88, with no material change to key assumptions such as discount rate, revenue growth, profit margin, or future P/E. They view the current price target as consistent with these stable inputs.ナラティブの更新 • May 27
BEZ: Zurich Cash Offer And Downgrades Will Shape Fairly Valued Outlook
Analysts have nudged their fair value estimate slightly higher to £12.88 from £12.82, tying the adjustment to updated profit margin expectations and recent price target revisions around Zurich's agreed offer, even as some firms lowered their rating stance while lifting targets toward the £13.00 range. Analyst Commentary Bullish Takeaways Bullish analysts are still aligning target prices around £13.00, which is close to Zurich's agreed offer level.ナラティブの更新 • Apr 21
BEZ: Zurich Cash Offer And Downgrades Will Frame Deal-Linked Fairly Valued Outlook
Beazley's analyst price target has been trimmed slightly to £12.82 from £13.10, reflecting a series of downgrades to Hold or Sector Perform as analysts factor in Zurich's agreed offer for the company. Analyst Commentary Recent research updates cluster around Zurich's agreed offer, with several firms moving to more neutral ratings and setting price targets close to the proposed deal level.ナラティブの更新 • Apr 07
BEZ: Zurich Cash Offer And Rating Downgrades Will Shape Fairly Valued Shares
Beazley's analyst fair value estimate has edged down from £13.10 to about £13.10 per share, as analysts factor in a wave of rating downgrades and higher Street targets linked to Zurich's agreed offer and recent price target revisions across several banks. Analyst Commentary Street research has shifted toward more neutral ratings following Zurich's agreed offer, with several firms moving to hold or sector perform stances while still lifting or reaffirming price targets around or above the proposed deal level.ナラティブの更新 • Mar 24
BEZ: Zurich Offer And Downgrades Will Shape Fairly Valued Shares
Analysts have nudged the fair value estimate for Beazley slightly higher to £13.10, reflecting a modest uplift in price targets such as RBC Capital's move to £13.00 and Berenberg's to £13.10, while incorporating recent downgrades linked to Zurich's agreed offer. Analyst Commentary Recent broker research around Zurich's agreed offer has triggered a cluster of rating changes and price target moves, giving you a clearer sense of how professionals are weighing execution risk against potential upside from the bid.ナラティブの更新 • Mar 10
BEZ: Zurich Offer And Rating Shifts Will Guide Fairly Valued Shares
Analysts have nudged their fair value estimate for Beazley from about £12.20 to roughly £13.04 per share, citing updated price targets around £930 to £1,310 and recent downgrades that incorporate Zurich's agreed offer along with revised expectations for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research on Beazley has shifted toward a more cautious stance, with several firms moving to neutral ratings while still keeping price targets clustered around or above Zurich's agreed offer level.ナラティブの更新 • Feb 23
BEZ: Takeover Talks And Split Ratings Will Shape Future Share Path
Analysts have trimmed their fair value estimate for Beazley to £12.20 from £12.29, reflecting slightly lower target valuations even as they highlight Street research that includes both reduced and raised price targets, along with updated views on revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Beazley presents a mixed picture, with some analysts trimming targets or ratings, while others are still comfortable with higher fair values and positive stances on the shares.ナラティブの更新 • Feb 07
BEZ: Takeover Proposal And Mixed Ratings Will Shape Future Share Path
Narrative Update Analysts have adjusted their price targets on Beazley in a mixed fashion, with some firms trimming targets, such as a cut to £9.30 from £9.60, while others, like Deutsche Bank, lifted theirs to £10.50 from £9.77. This reflects differing views on valuation, discount rates and future P/E assumptions.
新しいナラティブ • Jan 24
Future Cyber Margin Compression And Reinsurance Dependence Will Erode Earnings Quality
Catalysts About Beazley Beazley is a specialty insurer focused on short tail and selected long tail risks across cyber, property, MAP and other specialty lines, primarily written through Lloyd’s, North America and Europe. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 22
BEZ: Mixed Ratings And Takeover Reversal Will Shape Future Share Performance
Our analyst price target for Beazley has moved to £10.35 from £9.88, reflecting a slight adjustment in long term growth and margin assumptions as analysts respond to a mix of recent target changes, including cuts from Citi and Morgan Stanley alongside an increase from Deutsche Bank. Analyst Commentary Street research on Beazley has been mixed recently, with some analysts trimming their expectations and others lifting their targets.ナラティブの更新 • Dec 24
BEZ: Higher Earnings Multiple Will Support Continued Outperformance
Analysts have raised their price target on Beazley to £11.00 from £10.00, citing a slightly higher long term revenue growth outlook that more than offsets a modestly lower profit margin expectation and supports a higher future earnings multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as confirmation that Beazley can sustain above-sector revenue growth, supporting a premium valuation multiple.分析記事 • Nov 28
Beazley plc's (LON:BEZ) Low P/E No Reason For Excitement
Beazley plc's ( LON:BEZ ) price-to-earnings (or "P/E") ratio of 6.4x might make it look like a strong buy right now...ナラティブの更新 • Nov 24
BEZ: Strong Profit Margins and Resilience Will Support Continued Outperformance
Analysts have raised their price target for Beazley from £10.00 to £11.00. They cite improved profit margin forecasts and continued strong performance as reasons supporting the company's outlook.ナラティブの更新 • Nov 07
BEZ: Raised Price Target Will Drive Growing Confidence In Outlook
Narrative Update on Beazley: Analyst Price Target Change Analysts have increased their price target for Beazley from £10.00 to £11.00, citing improved profit margin expectations and a slightly higher fair value assessment, even though revenue growth projections have been moderated. Analyst Commentary Bullish Takeaways Bullish analysts highlight the raised price target, reflecting increased confidence in Beazley's valuation potential.ナラティブの更新 • Oct 24
Raised Price Projections Will Offset Margin Pressures From Cyber Risks
Analysts have raised their price target for Beazley from £10.00 to £11.00. They cite improved revenue growth and profit margin projections as key factors for the upward revision.ナラティブの更新 • Oct 10
Increasing Cyber Threats Will Drive Up Costs And Reduce Future Net Margins
Analysts have raised their price target for Beazley modestly from $10.07 to $10.26, citing minor improvements in fair value and profit margin projections. This adjustment comes despite slightly lower revenue growth estimates.ナラティブの更新 • Aug 27
Cyber And Climate Risks Will Shape Resilient Yet Uncertain Markets
The consensus price target for Beazley has been lowered, reflecting a notable decline in both future P/E and net profit margin expectations, resulting in a revised fair value of £10.04. What's in the News Completed share buyback of 25,700,000 shares (4.08% of outstanding) for $307.6 million.分析記事 • Jul 19
Insufficient Growth At Beazley plc (LON:BEZ) Hampers Share Price
Beazley plc's ( LON:BEZ ) price-to-earnings (or "P/E") ratio of 6.6x might make it look like a strong buy right now...
新しいナラティブ • Mar 09
Increasing Cyber Threats Will Drive Up Costs And Reduce Future Net Margins
Competitive market conditions and expected pricing softening may pressure Beazley’s margins and future earnings growth.株主還元
| BEZ | GB Insurance | GB 市場 | |
|---|---|---|---|
| 7D | -0.04% | 0.1% | -0.9% |
| 1Y | 35.9% | 13.5% | 18.7% |
業界別リターン: BEZ過去 1 年間で13.5 % の収益を上げたUK Insurance業界を上回りました。
リターン対市場: BEZ過去 1 年間で18.7 % の収益を上げたUK市場を上回りました。
価格変動
| BEZ volatility | |
|---|---|
| BEZ Average Weekly Movement | 0.2% |
| Insurance Industry Average Movement | 3.5% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in GB Market | 10.9% |
| 10% least volatile stocks in GB Market | 3.0% |
安定した株価: BEZ 、 UK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: BEZの 週次ボラティリティ は、過去 1 年間で7%から0%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 2,555 | Adrian Cox | www.beazley.com |
ビーズリー・ピーエルシーは子会社を通じ、米国、英国、欧州でリスク保険と再保険のソリューショ ンを提供している。同社はサイバーリスク、デジタルリスク、MAPリスク、プロパティリスク、スペシャリティリスクの各セグメントを通じて事業を展開している。サイバー・リスク部門はサイバー・リスクとテクノロジー・リスクを引き受けている。デジタル・セグメントは、e-取引プラットフォームやブローカー・ポータルなどのデジタル・チャネルを通じて、様々な海上リスク、不測事態リスク、中小企業賠償責任リスクを引き受けている。MAPリスク・セグメントは、海上保険、ポートフォリオ引受、政治的リスク、コンティンジェンシービジネスを引き受けている。プロパティ・リスク部門は、ファースト・パーティ・プロパティ・リスクと再保険ビジネスを引き受けている。スペシャリティ・リスク部門は、雇用慣行リスク、取締役・役員を含む賠償責任クラス、ヘルスケア、弁護士、国際金融機関などを引き受けている。また、生命保険、医療保険、傷害保険、宝石・美術品・貴金属製品リスク保険も引き受けている。ビーズリー・ピーエルシーは1986年に設立され、英国ロンドンに本社を置いている。
Beazley plc 基礎のまとめ
| BEZ 基礎統計学 | |
|---|---|
| 時価総額 | UK£7.59b |
| 収益（TTM） | UK£693.60m |
| 売上高(TTM) | UK£4.51b |
10.9x
PER（株価収益率1.7x
P/SレシオBEZ は割高か？
公正価値と評価分析を参照収益と収入
| BEZ 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.94b |
| 売上原価 | US$3.99b |
| 売上総利益 | US$1.95b |
| その他の費用 | US$1.04b |
| 収益 | US$913.40m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.55 |
| グロス・マージン | 32.86% |
| 純利益率 | 15.37% |
| 有利子負債／自己資本比率 | 11.5% |
BEZ 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
1.9%
現在の配当利回り23%
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 | 2026/06/25 20:31 |
| 終値 | 2026/06/25 00:00 |
| 収益 | 2025/12/31 |
| 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
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
Beazley plc 5 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。32
| アナリスト | 機関 |
|---|---|
| Ivan Bokhmat | Barclays |
| Michael Christodoulou | Berenberg |
| Thomas Seidl | Bernstein |