Beazley plc

LSE:BEZ 주식 리포트

시가총액: UK£7.6b

Beazley 향후 성장

Future 기준 점검 0/6

Beazley 의 수익은 연간 5.5% 감소할 것으로 예상되는 반면, 연간 수익은 4.1% 로 증가할 것으로 예상됩니다. EPS는 연간 7.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 13% 로 예상됩니다.

핵심 정보

-5.5%

이익 성장률

-7.36%

EPS 성장률

Insurance 이익 성장9.9%
매출 성장률4.1%
향후 자기자본이익률12.97%
애널리스트 커버리지

Low

마지막 업데이트30 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

LSE:BEZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,6757784274392
12/31/20276,5597945665744
12/31/20266,3727998448791
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
6/30/20151,822237N/A123N/A

애널리스트 향후 성장 전망

수입 대 저축률: BEZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.5%).

수익 vs 시장: BEZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.5%).

고성장 수익: BEZ 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: BEZ 의 수익(연간 4.1%)이 UK 시장(연간 4.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BEZ 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BEZ의 자본 수익률은 3년 후 13%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/24 17:30
종가2026/06/24 00:00
수익2025/12/31
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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Beazley plc는 32명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ivan BokhmatBarclays
Michael ChristodoulouBerenberg
Thomas SeidlBernstein