Allianz Dividends and Buybacks
Dividend criteria checks 5/6
Allianz is a dividend paying company with a current yield of 4.43% that is well covered by earnings.
Key information
4.4%
Dividend yield
1.4%
Buyback Yield
| Total Shareholder Yield | 5.8% |
| Future Dividend Yield | 5.5% |
| Dividend Growth | 8.3% |
| Next dividend pay date | n/a |
| Ex dividend date | n/a |
| Dividend per share | n/a |
| Payout ratio | 62% |
Recent dividend and buyback updates
Recent updates
Narrative Update • Jun 05
ALV: Future Returns Will Rely On Buybacks Execution And Expansion Plans
The analyst price target for Allianz has increased to €403.90 from €399.52, reflecting updated views on slightly stronger revenue growth and modestly higher future P/E assumptions, partly offset by a somewhat lower profit margin outlook and a higher discount rate cited by analysts in recent research. Analyst Commentary Recent research on Allianz has centered on how much investors are willing to pay for the stock relative to earnings, which feeds directly into the updated price targets.Narrative Update • Apr 25
ALV: Future Returns Will Depend On Capital Returns And Execution Of Expansion Plans
Allianz's analyst price targets have moved higher overall, with the fair value estimate edging from about €396.75 to €399.52, as analysts factor in updated margin assumptions, a modestly higher future P/E, and a series of recent target increases from firms raising their outlook on the shares. Analyst Commentary Recent research on Allianz has centered on how the current share price lines up with updated target prices and views on valuation, execution, and growth potential.Narrative Update • Apr 09
ALV: Future Returns Will Hinge On Capital Returns And AI Partnership Execution
Allianz's analyst price targets have shifted higher overall, with recent updates ranging from €370 to €504. Analysts highlight mixed views on valuation and the latest research support for the shares.Narrative Update • Mar 26
ALV: Future Returns Will Reflect Capital Returns And AI Partnership Execution
Analyst price targets for Allianz have shifted higher, with the updated fair value estimate moving from €391.41 to €396.75. Analysts cite a series of recent target increases from firms lifting their views into a €370 to €504 range and broadly describing the shares as appropriately valued.Narrative Update • Mar 09
ALV: Future Returns Will Reflect Capital Returns And Responsible AI Execution
Analysts have inched their average price targets on Allianz higher, with recent moves such as Morgan Stanley lifting its view to €390 and RBC Capital setting €400. These changes reflect updated assumptions on fair value, revenue growth and future P/E multiples.Narrative Update • Feb 23
ALV: Future Returns Will Reflect Premium Pricing And AI Execution Progress
Analysts have nudged their fair value estimate for Allianz slightly higher to about €390, supported by recent Street research that includes sector perform or equal weight views and price targets clustered around €370 to €405. This reflects a balance of more cautious revenue assumptions with somewhat firmer margin expectations and a steady forward P/E profile.Narrative Update • Feb 08
ALV: Future Returns Will Balance Higher Guidance With AI Execution Uncertainty
Allianz's analyst price targets have moved higher, with recent revisions up to €370 and €388 as analysts factor in updated assumptions on discount rates, profitability, and future P/E expectations. Analyst Commentary Recent price target revisions on Allianz to €370 and €388 give you a sense of how the Street is recalibrating expectations around valuation, profitability and P/E assumptions rather than signaling a uniform view on the stock.Narrative Update • Jan 23
ALV: Future Returns Will Reflect Higher Guidance Balanced With AI Execution Risks
Analysts have modestly lifted their fair value estimate for Allianz, reflecting a revised price target range, implied by recent moves from €340 to €370 and €388, supported by slightly higher assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary Recent research updates on Allianz point to a more constructive stance on the shares, with fair value views clustering in a higher price target range and ratings that are broadly balanced rather than strongly positive or negative.Narrative Update • Jan 08
ALV: Future Returns Will Reflect Higher 2025 Guidance And Stable Earnings Profile
Analysts have inched their fair value estimate for Allianz higher to about €378 from roughly €377, following a recent price target increase to €388. This reflects updated assumptions on long term profitability and a slightly higher future P/E of about 12.6x versus 12.4x previously.Narrative Update • Dec 20
ALV: Future Returns Will Reflect Higher Guidance Amid Persistent Macro Uncertainty
Analysts have raised their fair value estimate for Allianz by about EUR 5 to align with Citi's recent price target increase to EUR 388, reflecting slightly stronger long term growth and margin expectations. Analyst Commentary Street research on Allianz remains relatively balanced, with the recent price target increase highlighting improving confidence in the insurer's execution while also underscoring lingering valuation and macro risks.Narrative Update • Dec 06
ALV: Future Returns Will Reflect Steady Earnings And Macroeconomic Uncertainty
Analysts have nudged their price targets on Allianz higher, with recent moves such as Citi lifting its target to EUR 388 from EUR 349.90 and JPMorgan to EUR 360 from EUR 350. They cite a slightly stronger revenue growth outlook that more than offsets marginally softer profit margin assumptions and leaves longer term valuation multiples broadly unchanged.Narrative Update • Nov 22
ALV: Future Performance Will Balance Improved Margins Against Macroeconomic Risks
Allianz's analyst price target increased from EUR 363.11 to EUR 371.92, as analysts cited stronger revenue growth projections and improved margins as factors driving the upward revision. Analyst Commentary Recent updates from major financial institutions have highlighted both strengths and risks in Allianz's outlook, providing investors with a well-rounded view of sentiment on the stock.Narrative Update • Sep 06
Digital Transformation And Emerging Markets Will Drive Future Expansion
With both Allianz’s future P/E and discount rate effectively unchanged, analysts have made only a marginal upward revision to the fair value price target, now set at €363.11. What's in the News Allianz Life experienced a significant cyberattack in mid-July 2025, resulting in personal data theft affecting the majority of its customers, financial professionals, and some employees through a social engineering technique (TechCrunch).
New Narrative • Nov 24
Dynamic Growth And Strategic Shifts Drive Optimism Despite Market Challenges
Allianz's growth driven by P&C volume, Life and Health, and asset management indicates strong future revenue potential.Stability and Growth of Payments
Fetching dividends data
Stable Dividend: ALV's dividends per share have been stable in the past 10 years.
Growing Dividend: ALV's dividend payments have increased over the past 10 years.
Dividend Yield vs Market
| Allianz Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (ALV) | 4.4% |
| Market Bottom 25% (DE) | 1.5% |
| Market Top 25% (DE) | 4.7% |
| Industry Average (Insurance) | 4.6% |
| Analyst forecast (ALV) (up to 3 years) | 5.5% |
Notable Dividend: ALV's dividend (4.43%) is higher than the bottom 25% of dividend payers in the German market (1.5%).
High Dividend: ALV's dividend (4.43%) is low compared to the top 25% of dividend payers in the German market (4.68%).
Earnings Payout to Shareholders
Earnings Coverage: With its reasonable payout ratio (61.7%), ALV's dividend payments are covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its low cash payout ratio (20.8%), ALV's dividend payments are well covered by cash flows.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/12 22:59 |
| End of Day Share Price | 2026/06/12 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Allianz SE is covered by 37 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Maria del Paz Ojeda Fernandez | Banco de Sabadell. S.A. |
| null null | Banco de Sabadell. S.A. |