Talanx AG

XTRA:TLX Voorraadrapport

Marktkapitalisatie: €28.5b

Talanx Beheer

Beheer criteriumcontroles 4/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Torsten Leue

Algemeen directeur

€4.1m

Totale compensatie

Percentage CEO-salaris28.30%
Dienstverband CEO15.8yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn4.9yrs
Gemiddelde ambtstermijn bestuur7.2yrs

Recente managementupdates

Recent updates

Narratiefupdate • Jun 15

TLX: Recent Bullish Coverage And Buybacks Will Support Future Upside Potential

Analysts have maintained their Talanx fair value at €143.00, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions, supported by recent bullish updates and a new initiation from major firms on the stock. Analyst Commentary Bullish analysts have pointed to the recent research flow as a sign of growing confidence in Talanx, with the current €143.00 fair value seen as consistent with more constructive views on the stock's long term execution and earnings profile.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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
Nieuw narratief • 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.

Analyse CEO-vergoeding

Hoe is Torsten Leue's beloning veranderd ten opzichte van Talanx's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 4.68M ) Torsten } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de German markt ($USD 5.87M ).

Compensatie versus inkomsten: De vergoeding van Torsten is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Torsten Leue (60 yo)

15.8yrs
Tenure
€4,085,000
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Torsten Leue
Chairman of the Management Board & CEO15.8yrs€4.09mgeen gegevens
Jan Wicke
CFO & Member of the Management Board12.2yrs€2.24mgeen gegevens
Edgar Puls
Member of the Management Board7.2yrs€1.67mgeen gegevens
Wilm Langenbach
Member of Management Board5.6yrs€1.65mgeen gegevens
Caroline Schlienkamp
Member of the Management Board4.2yrs€1.35mgeen gegevens
Jens Warkentin
Member of the Board of Management3.5yrs€1.37mgeen gegevens
Clemens Jungsthofel
Member of the Management Board1.3yrs€2.14mgeen gegevens
Bernd Sablowsky
Head of Investor Relations and Mergers & Acquisitions4.9yrsgeen gegevensgeen gegevens
Andreas Krosta
Head of Group Communications.no datageen gegevensgeen gegevens
Simone Auer
Chief Risk Officer3.2yrsgeen gegevensgeen gegevens
4.9yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TLX wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.9 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Herbert Haas
Independent Chairman of the Supervisory Board8.2yrs€559.00kgeen gegevens
Joachim Brenk
Independent Member of Supervisory Board3.2yrs€115.00kgeen gegevens
Jutta Hammer
Deputy Chairman of the Supervisory board15.4yrs€193.00kgeen gegevens
Angela Titzrath
Independent Member of Supervisory Board8.2yrs€207.00kgeen gegevens
Sandra Reich
Member of the Supervisory Boardno data€104.00kgeen gegevens
Christoph Meister
Employee Representative Member of Supervisory Board12.2yrs€104.00kgeen gegevens
Jens Schubert
Employee Representative Member of Supervisory Board12.2yrs€114.00kgeen gegevens
Sebastian Gascard
Employee Representative Member of Supervisory Board7.2yrs€131.00kgeen gegevens
Rainer-Karl Bock-Wehr
Employee Representative Member of Supervisory Board7.2yrs€104.00kgeen gegevens
Christof Gunther
Independent Member of the Supervisory Board3.2yrs€133.00kgeen gegevens
Matthias Rickel
Employee Representative Member of the Supervisory Board2.2yrs€104.00kgeen gegevens
Patrick Seidel
Employee Representative Member of the Supervisory Board2.2yrs€144.00kgeen gegevens
7.2yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TLX wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.2 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/15 09:40
Aandelenkoers aan het einde van de dag2026/07/15 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Talanx AG wordt gevolgd door 18 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Daniel BischofBaader Helvea Equity Research
Robert BateBarclays
Andrew BroadfieldBarclays