Globe Life Inc.

NYSE:GL 株式レポート

時価総額:US$12.4b

Globe Life 過去の業績

過去 基準チェック /46

Globe Lifeは、平均年間8.5%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14.6% 4.3%収益成長率で 成長しています。 Globe Lifeの自己資本利益率は19.3%であり、純利益率は19.4%です。

主要情報

8.52%

収益成長率

13.87%

EPS成長率

Insurance 業界の成長8.02%
収益成長率4.31%
株主資本利益率19.35%
ネット・マージン19.38%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Jun 02

GL: Buybacks And Higher Earnings Guidance Will Support Bullish Outlook

Analysts have raised Globe Life's fair value estimate from $199.00 to $208.00 per share, citing updated assumptions around revenue growth, discount rate, profit margin, and future P/E, which together support a slightly higher long-term price target. What's in the News Globe Life reported that from January 1, 2026 to March 31, 2026, it repurchased 1,400,000 shares, or 1.77% of shares, for US$203m under its long running buyback program announced on August 5, 2005.
ナラティブの更新 May 15

GL: Buybacks And Earnings Guidance Will Shape A Balanced Forward Outlook

Analysts have adjusted their price target for Globe Life to $147. This $1 change reflects updated views on slightly higher discount rates, more moderate revenue growth, a marginally stronger profit margin, and a modestly lower future P/E assumption.
ナラティブの更新 Apr 30

GL: Earnings Guidance And Buybacks Will Support Bullish Long Term Outlook

Analysts have kept their Globe Life price target steady at $199.00. This reflects only small adjustments to assumptions around revenue growth, profit margins, and future P/E that together leave their overall valuation view broadly unchanged.
ナラティブの更新 Apr 15

GL: Updated Capital Returns And Slightly Lower P/E Assumptions Will Guide Balanced Outlook

Analysts now see Globe Life's fair value at $146.00, down from $150.00. This reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E in their updated models.
ナラティブの更新 Apr 01

GL: Higher P/E Assumptions And Capital Returns Will Shape Balanced Future Outcomes

Analysts have raised their price target on Globe Life to $150, up from $145. This change reflects updated assumptions for revenue growth, profit margins and future P/E multiples in their models.
ナラティブの更新 Mar 18

GL: Share Repurchases And Earnings Guidance Will Support Long-Term Upside

Analysts have adjusted their price target on Globe Life slightly higher to about $172 per share, reflecting updated assumptions for revenue growth, profit margin, discount rate, and future P/E. What's in the News Globe Life's board approved a quarterly dividend of $0.3300 per share, payable on May 1, 2026, to shareholders of record as of April 3, 2026 (Key Developments).
Seeking Alpha Mar 14

Globe Life: Undervalued Insurance For Your Portfolio

Summary Globe Life offers a compelling long-term dividend growth profile, despite its modest 0.8% yield, making it ideal for future-focused portfolios. GL’s affordable, sticky policies drive recurring revenue and organic growth, supported by a large underinsured market and expanding exclusive agent force. Trading at a 17% discount to a $171 fair value estimate, GL’s forward P/E of 9.2 is well below historical averages, positioning it for potential revaluation. With a low payout ratio and a 20-year dividend growth streak, GL targets double-digit annual dividend hikes and could deliver 11% annual total returns through 2031. Read the full article on Seeking Alpha
ナラティブの更新 Mar 04

GL: Future Earnings Outlook And Buybacks Will Support Bullish View

Analysts have maintained their Globe Life price target at $199, citing updated model inputs that reflect slightly different assumptions for the discount rate, revenue growth, profit margin, and future P/E, while still arriving at the same fair value estimate. What's in the News Globe Life's board approved a quarterly dividend of $0.33 per share, payable on May 1, 2026, to shareholders of record as of April 3, 2026 (company announcement).
ナラティブの更新 Feb 18

GL: Buybacks And Earnings Outlook Will Support Long-Term Upside

Analysts have adjusted their price target on Globe Life to $171.40 from $168.30. This reflects updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations.
ナラティブの更新 Feb 04

GL: Higher Revenue Outlook And P/E Assumptions Will Shape Balanced Future Returns

Analysts have lifted their price target on Globe Life from US$111.00 to US$145.00, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E, which together support a higher valuation framework. Valuation Changes Fair Value: price target updated from US$111.00 to US$145.00, representing a sizeable upward reset in the valuation estimate.
ナラティブの更新 Jan 20

GL: Future Earnings Guidance And Buybacks Will Support Bullish View

Analysts have raised their price target on Globe Life from about $185 to $199, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. What's in the News Globe Life issued earnings guidance for 2025, projecting net operating income between $14.40 and $14.60 per diluted common share for the year ending December 31, 2025 (company guidance).
ナラティブの更新 Jan 06

GL: Steady Outlook And Ongoing Buybacks Will Support Long-Term Upside

Analysts have kept their price target for Globe Life broadly steady around $168.30, reflecting minor adjustments to assumptions for revenue growth, profit margin and future P/E that did not materially change their overall valuation view. What's in the News Globe Life issued earnings guidance for 2025, projecting net operating income between $14.40 and $14.60 per diluted share for the year ending December 31, 2025 (Key Developments).
ナラティブの更新 Dec 21

GL: Future Earnings Visibility And Buybacks Will Drive Long-Term Upside Potential

Analysts have raised their price target on Globe Life by approximately 1 dollar to reflect slightly higher modeled fair value, modestly improved margin and growth assumptions, and a marginally higher future P E multiple. What's in the News Issued earnings guidance for 2025, projecting net operating income of $14.40 to $14.60 per diluted share, signaling steady profit expectations (company guidance) Provided 2026 outlook with net operating income per share estimated between $14.60 and $15.30, suggesting continued earnings growth beyond next year (company guidance) Repurchased 1,274,691 shares between July 1 and September 30, 2025, equal to 1.57% of shares outstanding, for $172.95 million (buyback update) Reached 98.88% completion of a long running share repurchase program, totaling 143,773,686 shares bought back for $9,831.8 million since its announcement in August 2005 (buyback update) Valuation Changes Fair Value: increased slightly from $166.70 to $168.30 per share, reflecting a modestly higher modeled intrinsic value.
ナラティブの更新 Dec 07

GL: Expanding Earnings Guidance Will Drive Long-Term Upside Potential

Analysts have modestly raised their price target on Globe Life to approximately $166.70 per share from about $166.27. They cite slightly stronger projected profit margins, a marginally lower discount rate, and a small uptick in expected revenue growth and future earnings multiples.
ナラティブの更新 Nov 23

GL: Share Buyback Momentum And Earnings Guidance Will Drive Upside

Narrative Update on Globe Life: Analyst Price Target Adjustment Analysts have slightly lowered their fair value estimate for Globe Life by $0.18 to $166.27, citing marginal changes in projected revenue growth and profit margin expectations. What's in the News Globe Life Inc.
ナラティブの更新 Nov 08

GL: Share Repurchases And Earnings Guidance Will Drive Future Upside

Analysts have raised their price target for Globe Life slightly, increasing it from $166.27 to $166.45, based on adjusted expectations for revenue growth and profitability. What's in the News Globe Life Inc.
ナラティブの更新 Oct 25

Share Repurchases And Earnings Outlook Will Support Insurance Sector Expansion

Narrative Update: Globe Life Analyst Price Target Revision Analysts have slightly raised their fair value estimate for Globe Life, increasing the target from $165.73 to $166.27 per share. This change reflects improved expectations for profit margin and a stable growth outlook.
ナラティブの更新 Oct 11

Digital Underwriting And Agent Expansion Will Shape Insurance Future

Narrative Update: Globe Life Analyst Price Target Adjustment Analysts have raised their fair value estimate for Globe Life from $161.55 to $165.73, citing modest improvements in projected revenue growth and a slightly lower discount rate as key factors supporting the upward adjustment. What's in the News Globe Life Inc.
ナラティブの更新 Sep 27

Digital Underwriting And Agent Expansion Will Shape Insurance Future

Globe Life’s valuation metrics, including Future P/E and Discount Rate, remained essentially stable, resulting in only a marginal increase in the consensus Analyst Price Target from $160.18 to $161.55. What's in the News SEC concludes its investigation of Globe Life and does not intend to recommend an enforcement action.
Seeking Alpha Jan 23

Globe Life: A Stalwart That Can Balance Growth And Profitability

Summary Globe Life demonstrates steady EPS growth due to disciplined underwriting and cost efficiency. The company targets lower to middle-income families, maintaining stable annualized premiums and high underwriting margins. Globe Life's strong liquidity, high RBC ratio, and quality investment portfolio bolster its financial health. Shares are a buy with long-term price target of $180. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

Globe Life: Boring, Which Is Good As A Policyholder-But Not As An Investor

Summary Globe Life's stable share price and low dividend yield make it a lackluster investment with limited growth potential and better alternatives available. The company’s business model and performance are respectable, but there are no significant catalysts for future gains. Despite a recent share buyback, Globe Life trails its peers and broader market indices in total return, making it a "pass" for investors. Read the full article on Seeking Alpha
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新しいナラティブ Aug 25

Enhanced Credibility And Strategic Growth Initiatives Promise Bright Prospects

Audit Committee's findings boost Globe Life's credibility and investor confidence by clarifying financial integrity, influencing stock value positively.
Seeking Alpha Jun 24

Globe Life: A Small Bet That The Recent Controversy Will Blow Over

Summary Globe Life Inc. shares rebounded sharply after a short report by Fuzzy Panda, caused a short-lived over 50% drop in the stock. Despite the controversy, Globe Life reported strong 1Q24 financials, increased its FY24 outlook, and has seen some recent insider purchases in the shares. Allegations of fraud and misconduct did prompt the SEC to open an informal inquiry. Despite the rebound, the stock is still cheap on a P/E basis.  An analysis around Globe Life follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Apr 15

Globe Life: Betting On A Bounce To $80

Summary Globe Life experienced a significant drop in stock price after a report from Fuzzy Panda Research accused the company of unethical practices. The report compared Globe Life to other life insurance companies to build its negative narrative but did not assess industry standards or behaviors. In particular, Primerica. Fuzzy Panda held a $64.35 price target. GL has dropped below that mark. GL now has valuation metrics well below the industry average and significantly below PRI, it's most direct comparable as a life insurance company with an MLM sales structure. I believe that the stock price will bounce back to $80 or higher due to short sellers covering their positions and bullish investor speculation. Read the full article on Seeking Alpha

収支内訳

Globe Life 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

NYSE:GL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 266,0741,177620
31 Dec 255,9941,161600
30 Sep 255,9411,150680
30 Jun 255,8831,066630
31 Mar 255,8421,071590
31 Dec 245,7781,071560
30 Sep 245,7271,090560
30 Jun 245,6561,044540
31 Mar 245,5421,001520
31 Dec 235,448971500
30 Sep 235,367938410
30 Jun 235,280872430
31 Mar 235,245881440
31 Dec 225,227894450
30 Sep 225,189830430
30 Jun 225,170828410
31 Mar 225,149804410
31 Dec 215,1121,031400
30 Sep 215,044771430
30 Jun 214,962771440
31 Mar 214,871745440
31 Dec 204,738732460
30 Sep 204,646715480
30 Jun 204,592727510
31 Mar 204,541741530
31 Dec 194,528761540
30 Sep 194,456739520
30 Jun 194,398715510
31 Mar 194,353713500
31 Dec 184,304702490
30 Sep 184,2961,564510
30 Jun 184,2581,539490
31 Mar 184,2021,495470
31 Dec 174,1561,458460
30 Sep 174,074556400
30 Jun 174,018544380
31 Mar 173,981543370
31 Dec 163,935540360
30 Sep 163,893534370
30 Jun 163,851526380
31 Mar 163,809519380
31 Dec 153,766516380
30 Sep 153,463529370
30 Jun 153,490528380

質の高い収益: GLは 高品質の収益 を持っています。

利益率の向上: GLの現在の純利益率 (19.4%)は、昨年(18.3%)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: GLの収益は過去 5 年間で年間8.5%増加しました。

成長の加速: GLの過去 1 年間の収益成長率 ( 9.9% ) は、5 年間の平均 ( 年間8.5%を上回っています。

収益対業界: GLの過去 1 年間の収益成長率 ( 9.9% ) Insurance業界36.5%を上回りませんでした。


株主資本利益率

高いROE: GLの 自己資本利益率 ( 19.3% ) 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

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2026/06/08 06:33
終値2026/06/08 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

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

Globe Life Inc. 8 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。29

アナリスト機関
Jay GelbBarclays
Jack MattenBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research