TLX Share Price Performance
€108.80
30.35 (38.69%)
13.0% undervalued intrinsic discount
€125.00
Fair Value
Price €108.80
AnalystHighTarget €125.00
AnalystConsensusTarget €106.40
AnalystLowTarget €76.00
Fair Value€138.00
Share Pricen/a
- 3 Narratives written by author
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- 57 Fair Values set on narratives written by author
TLX Community Narratives
AN
Fair Value €138 21.2% undervalued intrinsic discount
Global Wealth And Climate Trends Will Expand Insurance Horizons
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AN
Fair Value €106.4 2.3% overvalued intrinsic discount
Future Growth May Face Challenges, But Diversification Could Provide Stability
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AN
Fair Value €76 43.2% overvalued intrinsic discount
Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience
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Future Growth May Face Challenges, But Diversification Could Provide Stability
Key Takeaways Growth sustainability in international markets is questionable due to currency effects and acquisition integration costs affecting revenue and margins. Strategic focus on niche market expansion over swift acquisition could limit rapid growth potential and affect market positioning.Read more
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AN
€106.4
2.3% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
8.97% p.a.
Profit Margin
4.58%
Future PE
11.93x
Share price in 2028
€122.87
Global Wealth And Climate Trends Will Expand Insurance Horizons
Key Takeaways Outperformance driven by successful acquisitions, digitalization, and strong risk buffers positions Talanx for structural earnings growth and net margin stability. Diversified global presence and disciplined underwriting enable ongoing margin expansion, revenue growth, and resilience to market volatility.Read more
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AN
€138
21.2% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
10.76% p.a.
Profit Margin
4.75%
Future PE
14.08x
Share price in 2028
€158.07
Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience
Key Takeaways Climate change, low interest rates, and regulatory pressures are likely to erode margins, suppress investment income, and constrain capital allocation flexibility. Reliance on traditional insurance exposes Talanx to digital disruption and growing competition from alternative risk transfer, threatening market share and premium growth.Read more
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AN
€76
43.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
8.17% p.a.
Profit Margin
4.66%
Future PE
8.48x
Share price in 2028
€87.05
Recently Updated Narratives
AN
Future Growth May Face Challenges, But Diversification Could Provide Stability
Fair Value: €106.4 2.3% overvalued intrinsic discount
30 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Climate Hazards And Digital Disruption Will Erode Insurer Resilience
Fair Value: €76 43.2% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Global Wealth And Climate Trends Will Expand Insurance Horizons
Fair Value: €138 21.2% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Talanx AG Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 10, 2026
- 9.11
- 14.76%
- 5.57%
- 0%
About TLX
- Founded
- 1903
- Employees
- 30000
- CEO
- WebsiteView website
Talanx AG provides insurance and reinsurance products and services worldwide. The company offers life, casualty, liability, motor, aviation, legal protection, fire, burglary and theft, tap water, plate glass, storm damage, comprehensive householders, comprehensive homeowners, hail, livestock, engineering, omnium, marine, business interruption, extended coverage, travel assistance, aviation and space liability, and other property and non-life insurance products. It also provides bancassurance products; unit-linked life insurance, and annuity and risk insurance products; property and casualty, life and health, credit and surety, agriculture, and structured reinsurance products; and coverage for cyber and digital risks, and parametric solutions, as well as engages in the facultative and nat cat, and asset management businesses. The company was founded in 1903 and is based in Hanover, Germany. Talanx AG is a subsidiary of HDI Haftpflichtverband der Deutschen Industrie V.a.G.
