QBE Share Price Performance
AU$22.66
1.29 (6.04%)
31.1% overvalued intrinsic discount
AU$17.29
Fair Value
Price AU$22.66
AnalystLowTarget AU$17.29
AnalystConsensusTarget AU$23.91
AnalystHighTarget AU$27.70
Fair ValueAU$17.29
Share Pricen/a
QBE Insurance Group Limited Stock Price
- 3 Narratives written by author
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- 93 Fair Values set on narratives written by author
QBE Community Narratives
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Fair Value
·Fair Value AU$17.29 31.1% overvalued intrinsic discount
Catastrophe Exposure And Rising Tech Expenses Will Threaten Margins And Earnings Resilience
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2users have followed this narrative
AN
Fair Value
·Fair Value AU$23.91 5.2% undervalued intrinsic discount
QBE: Leadership Transition And Dividend Outlook Will Support Long-Term Upside
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53users have followed this narrative
AN
Fair Value
·Fair Value AU$27.7 18.2% undervalued intrinsic discount
Clean Energy And Cyber Insurance Expansion Will Support A Stronger Long Term Outlook
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Catastrophe Exposure And Rising Tech Expenses Will Threaten Margins And Earnings Resilience
QBE’s results look steadier than usual right now, but a shift in big weather losses could quickly expose how dependent the business is on hard-to-predict events. At the same time, rising spending on new technology and more complex deal structures could make it harder to improve profitability, unless the company’s modernization push delivers faster than expected.Read more
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AU$17.29
31.1% overvalued intrinsic discount
Fair Value
Revenue
4.09% p.a.
Profit Margin
7.49%
Future PE
13.96x
Price in 2029
AU$21.17
Clean Energy And Cyber Insurance Expansion Will Support A Stronger Long Term Outlook
QBE Insurance Group is pushing into fast-growing areas like clean energy projects and cyber cover, while using new tech and creative funding to write more business without ballooning costs. But bigger disasters, stubborn medical claims, or misjudging newer risks could quickly test whether those growth plans pay off.Read more
AN
AU$27.7
18.2% undervalued intrinsic discount
Fair Value
Revenue
7.35% p.a.
Profit Margin
9.96%
Future PE
15.25x
Price in 2029
AU$33.94
QBE: Leadership Transition And Dividend Outlook Will Support Long-Term Upside
QBE is leaning on a broader global footprint and new digital products to keep growing even as insurance pricing cools and big weather events become more common. A leadership shift and a strong balance sheet could help protect the dividend, but swings in claims costs and rising expenses may still test results.Read more
AN
AU$23.91
5.2% undervalued intrinsic discount
Fair Value
Revenue
4.83% p.a.
Profit Margin
9.85%
Future PE
14.31x
Price in 2029
AU$29.29
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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QBE: Recent Share Price Strength Will Likely Cap Near-Term Upside
Fair Value: AU$17.29 31.1% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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AN
Clean Energy And Cyber Insurance Expansion Will Support A Stronger Long Term Outlook
Fair Value: AU$27.7 18.2% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
QBE: Cyber Offering And India Expansion Will Support Balanced Future Returns
Fair Value: AU$23.91 5.2% undervalued intrinsic discount
53 fair values setusers have set this as their fair value
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Snowflake Analysis
QBE Insurance Group Limited Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Feb 19, 2027
- 1.45
- 18.03%
- 11.15%
- 35.7%
About QBE
- Founded
- 1886
- Employees
- 13196
- CEO
- WebsiteView website
QBE Insurance Group Limited engages in underwriting general insurance and reinsurance risks in the Australia Pacific, North America, and internationally. The company offers commercial and domestic property, agriculture, public/product liability, motor and motor casualty, professional indemnity, workers' compensation, accident, health, financial and credit, and other insurance products, as well as marine, energy and aviation insurance products. It also manages Lloyd’s syndicates, as well as provides investment management services. The company was founded in 1886 and is headquartered in Sydney, Australia.
