Talanx Dividends and Buybacks
Dividend criteria checks 5/6
Talanx is a dividend paying company with a current yield of 2.96% that is well covered by earnings.
Key information
3.0%
Dividend yield
0.003%
Buyback Yield
| Total Shareholder Yield | 3.0% |
| Future Dividend Yield | 4.7% |
| Dividend Growth | 9.6% |
| Next dividend pay date | n/a |
| Ex dividend date | n/a |
| Dividend per share | n/a |
| Payout ratio | 36% |
Recent dividend and buyback updates
Recent updates
Narrative Update • Aug 27
TLX: Softening Market Exposure And Fresh Buy Ratings Will Drive Future Upside
The analyst price target for Talanx has moved from €158 to €163, with analysts pointing to recent Buy and Outperform ratings and viewing the current share price as an attractive entry point. Analyst Commentary Recent research on Talanx has highlighted a constructive tone, with bullish analysts pointing to valuation support and perceived upside at current share levels.
Narrative Update • Aug 13
TLX: Softening Market Exposure And New Buy Ratings Will Shape Measured Upside
Analysts now see fair value for Talanx at €126, up from €119.33, reflecting recent initiations and upgrades that highlight its exposure in a softening market and the perceived attractiveness of the current entry point. Analyst Commentary Analysts covering Talanx are updating their views around both valuation and execution, with recent research focusing on where the current share price sits relative to new targets and how the company might handle market conditions ahead.Narrative Update • Jul 29
TLX: Softening Market Exposure And Recent Buy Ratings May Drive Future Upside
The analyst fair value estimate for Talanx has shifted from €143.00 to €158.00, as analysts point to recent Buy and Outperform ratings with price targets between €120 and €137, and highlight the company’s exposure in a softening market as a key support for the new target. Analyst Commentary Recent research on Talanx points to a constructive tone, with bullish analysts highlighting both valuation and business exposure as key supports for the stock.
Narrative Update • Jul 15
TLX: Upgraded Rating Will Likely Contrast With Compressing Future P/E Multiple
Analysts have lifted their fair value estimate for Talanx from €90.00 to €94.00, citing updated assumptions on revenue growth, profit margins and future P/E estimates. These updates are broadly consistent with the recent upgrade to Outperform and the €120 price target in Street research.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.
New Narrative • 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.Stability and Growth of Payments
Fetching dividends data
Stable Dividend: TLX's dividends per share have been stable in the past 10 years.
Growing Dividend: TLX's dividend payments have increased over the past 10 years.
Dividend Yield vs Market
| Talanx Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (TLX) | 3.0% |
| Market Bottom 25% (DE) | 1.5% |
| Market Top 25% (DE) | 4.7% |
| Industry Average (Insurance) | 4.0% |
| Analyst forecast (TLX) (up to 3 years) | 4.7% |
Notable Dividend: TLX's dividend (2.96%) is higher than the bottom 25% of dividend payers in the German market (1.46%).
High Dividend: TLX's dividend (2.96%) is low compared to the top 25% of dividend payers in the German market (4.71%).
Earnings Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (35.7%), TLX's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its low cash payout ratio (9.7%), TLX's dividend payments are thoroughly covered by cash flows.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/15 22:47 |
| End of Day Share Price | 2026/09/15 00:00 |
| Earnings | 2026/06/30 |
| 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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
Talanx AG is covered by 19 analysts. 7 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 |
|---|---|
| Daniel Bischof | Baader Helvea Equity Research |
| Robert Bate | Barclays |
| Andrew Broadfield | Barclays |