Talanx AG

XTRA:TLX 주식 리포트

시가총액: €25.6b

Talanx 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Torsten Leue

최고경영자

€4.1m

총 보수

CEO 급여 비율28.30%
CEO 재임 기간15.8yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간7.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
새로운 내러티브 • 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 보수 분석

Torsten Leue의 보수는 Talanx의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Torsten의 총 보수(USD4.72M)는 German 시장에서 비슷한 규모 기업의 평균(USD5.53M) 수준입니다.

보상과 수익: Torsten의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Torsten Leue (60 yo)

15.8yrs
재임 기간
€4,085,000
보수

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...

리더십 팀

이름직위재임 기간보수지분
Torsten Leue
Chairman of the Management Board & CEO15.8yrs€4.09m데이터 없음
Jan Wicke
CFO & Member of the Management Board12.1yrs€2.24m데이터 없음
Edgar Puls
Member of the Management Board7.1yrs€1.67m데이터 없음
Wilm Langenbach
Member of Management Board5.5yrs€1.65m데이터 없음
Caroline Schlienkamp
Member of the Management Board4.1yrs€1.35m데이터 없음
Jens Warkentin
Member of the Board of Management3.4yrs€1.37m데이터 없음
Clemens Jungsthofel
Member of the Management Board1.2yrs€2.14m데이터 없음
Bernd Sablowsky
Head of Investor Relations and Mergers & Acquisitions4.8yrs데이터 없음데이터 없음
Andreas Krosta
Head of Group Communications.no data데이터 없음데이터 없음
Simone Auer
Chief Risk Officer3.1yrs데이터 없음데이터 없음
4.8yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: TLX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).

이사회 구성원

이름직위재임 기간보수지분
Herbert Haas
Independent Chairman of the Supervisory Board8.1yrs€559.00k데이터 없음
Joachim Brenk
Independent Member of Supervisory Board3.1yrs€115.00k데이터 없음
Jutta Hammer
Deputy Chairman of the Supervisory board15.3yrs€193.00k데이터 없음
Angela Titzrath
Independent Member of Supervisory Board8.1yrs€207.00k데이터 없음
Christoph Meister
Employee Representative Member of Supervisory Board12.1yrs€104.00k데이터 없음
Jens Schubert
Employee Representative Member of Supervisory Board12.1yrs€114.00k데이터 없음
Sebastian Gascard
Employee Representative Member of Supervisory Board7.1yrs€131.00k데이터 없음
Rainer-Karl Bock-Wehr
Employee Representative Member of Supervisory Board7.1yrs€104.00k데이터 없음
Natalie Ardalan
Employee Representative Member of the Supervisory Board2.1yrs€133.00k데이터 없음
Christof Gunther
Independent Member of the Supervisory Board3.1yrs€133.00k데이터 없음
Matthias Rickel
Employee Representative Member of the Supervisory Board2.1yrs€104.00k데이터 없음
Patrick Seidel
Employee Representative Member of the Supervisory Board2.1yrs€144.00k데이터 없음
7.1yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: TLX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 11:38
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Talanx AG는 18명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel BischofBaader Helvea Equity Research
Robert BateBarclays
Andrew BroadfieldBarclays