Swiss Re AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Explore Swiss Re's Fair Values from the Community and select yours

Last week, you might have seen that Swiss Re AG (VTX:SREN) released its quarterly result to the market. The early response was not positive, with shares down 2.3% to CHF146 in the past week. It looks to have been a decent result overall - while revenue fell marginally short of analyst estimates at US$11b, statutory earnings beat expectations by a notable 10%, coming in at US$4.33 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Following last week's earnings report, Swiss Re's ten analysts are forecasting 2025 revenues to be US$44.5b, approximately in line with the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$44.8b and earnings per share (EPS) of US$15.81 in 2025. Overall, while the analysts have reconfirmed their revenue estimates, the consensus now no longer provides an EPS estimate. This implies that the market believes revenue is more important after these latest results.

See our latest analysis for Swiss Re

There's been no real change to the consensus price target of CHF143, with Swiss Re seemingly executing in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Swiss Re analyst has a price target of CHF173 per share, while the most pessimistic values it at CHF99.28. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Swiss Re shareholders.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting Swiss Re's growth to accelerate, with the forecast 3.1% annualised growth to the end of 2025 ranking favourably alongside historical growth of 0.4% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 2.1% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Swiss Re is expected to grow much faster than its industry.

The Bottom Line

The clear take away from these updates is that the analysts made no change to their revenue estimates for next year, with the business apparently performing in line with their models. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

We have estimates for Swiss Re from its ten analysts out to 2027, and you can see them free on our platform here.

You should always think about risks though. Case in point, we've spotted 1 warning sign for Swiss Re you should be aware of.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.