Beazley plc

LSE:BEZ 株式レポート

時価総額：UK£7.6b

Beazley 将来の成長

Future 基準チェック /06

Beazleyの収益は年間5.9%で減少すると予測されていますが、年間収益は年間4%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に13% 7.7%なると予測されています。

主要情報

-5.9%

収益成長率

-7.72%

EPS成長率

Insurance 収益成長9.6%
収益成長率4.0%
将来の株主資本利益率12.97%
アナリストカバレッジ

Low

最終更新日22 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 26

nan

Analysts have adjusted their price target for Beazley to £11.29 from £8.54, citing model updates that reflect revised assumptions for revenue growth, profit margins and the stock's future P/E multiple. What's in the News There are currently no recent news items for Beazley available from the provided sources.
ナラティブ更新 • 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.
User avatar
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.

業績と収益の成長予測

LSE:BEZ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286,6757784274392
12/31/20276,5597945665744
12/31/20266,3818648448792
12/31/20255,9439131,2481,315N/A
9/30/20255,9269469511,009N/A
6/30/20255,909979654704N/A
3/31/20255,9101,055613670N/A
12/31/20245,9101,130572635N/A
9/30/20245,7541,222448512N/A
6/30/20245,5971,314324389N/A
3/31/20245,3481,171331391N/A
12/31/20235,1001,027338393N/A
9/30/20234,869750127175N/A
6/30/20234,639473-85-43N/A
3/31/20234,355478-119-86N/A
12/31/20224,072483-153-129N/A
9/30/20223,872474553568N/A
6/30/20223,6724641,2601,264N/A
3/31/20223,4823861,2031,217N/A
12/31/20213,2923091,1471,170N/A
9/30/20213,179207887915N/A
6/30/20213,067106627660N/A
3/31/20212,98930535568N/A
12/31/20202,911-46443477N/A
9/30/20202,78718485516N/A
6/30/20202,66383526554N/A
3/31/20202,650158484507N/A
12/31/20192,637234442460N/A
9/30/20192,540197N/A375N/A
6/30/20192,444159N/A290N/A
3/31/20192,298114N/A284N/A
12/31/20182,15268N/A279N/A
9/30/20182,11256N/A274N/A
6/30/20182,07144N/A270N/A
3/31/20182,05787N/A265N/A
12/31/20172,043130N/A259N/A
9/30/20171,990193N/A227N/A
6/30/20171,937255N/A194N/A
3/31/20171,916253N/A194N/A
12/31/20161,894251N/A194N/A
9/30/20161,853248N/A198N/A
6/30/20161,812245N/A203N/A
3/31/20161,799247N/A199N/A
12/31/20151,787249N/A196N/A
9/30/20151,805243N/A159N/A

アナリストによる今後の成長予測

収入対貯蓄率: BEZの収益は今後 3 年間で減少すると予測されています (年間-5.9% )。

収益対市場: BEZの収益は今後 3 年間で減少すると予測されています (年間-5.9% )。

高成長収益: BEZの収益は今後 3 年間で減少すると予測されています。

収益対市場: BEZの収益 ( 4% ) UK市場 ( 4.3% ) よりも低い成長が予測されています。

高い収益成長: BEZの収益 ( 4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BEZの 自己資本利益率 は、3年後には低くなると予測されています ( 13 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/30 15:56
終値2026/07/30 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
  • 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 BokhmatBarclays
Michael ChristodoulouBerenberg
Thomas SeidlBernstein