Talanx AG

XTRA:TLX Aktierapport

Börsvärde: €28.3b

Talanx Framtida tillväxt

Future kriterier kontrolleras 1/6

Talanx förväntas öka intäkter och intäkter med 0.8% respektive 6.8% per år. EPS förväntas tillväxt med 0.8% per år. Avkastningen på eget kapital förväntas bli 15.6% om 3 år.

Viktig information

0.8%

Tillväxttakt i vinsten

0.82%

Tillväxttakt för EPS

Insurance vinsttillväxt4.7%
Intäkternas tillväxttakt6.8%
Framtida avkastning på eget kapital15.57%
Bevakning av analytiker

Good

Senast uppdaterad29 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
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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.

Prognoser för vinst- och omsättningstillväxt

XTRA:TLX - Analytikernas framtida uppskattningar och tidigare finansiella data (EUR Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202855,7922,764N/A17,9354
12/31/202753,7322,836N/A16,3205
12/31/202650,7382,776N/A24,2734
12/31/202545,8272,4808,3738,373N/A
9/30/202542,1712,349N/AN/AN/A
6/30/202545,2702,2607,9397,939N/A
3/31/202542,0942,005N/AN/AN/A
12/31/202441,3991,9778,4318,431N/A
9/30/202436,7121,894N/AN/AN/A
6/30/202438,8541,8447,6987,698N/A
3/31/202439,3681,734N/AN/AN/A
12/31/202338,2941,5818,0958,095N/A
9/30/202342,1241,059N/AN/AN/A
6/30/202340,4848476,6896,689N/A
3/31/202338,974873N/AN/AN/A
12/31/202239,9007065,8765,876N/A
9/30/202242,4071,214N/AN/AN/A
6/30/202242,1611,1517,1367,126N/A
3/31/202244,843990N/AN/AN/A
12/31/202143,7261,0119,88010,049N/A
9/30/202142,353876N/AN/AN/A
6/30/202141,6458699,3879,652N/A
3/31/202140,599728N/AN/AN/A
12/31/202039,3396485,9486,106N/A
9/30/202039,3677005,1075,275N/A
6/30/202038,9167715,0975,266N/A
3/31/202038,9169104,6444,809N/A
12/31/201938,3709236,8086,972N/A
9/30/201936,853957N/A5,804N/A
6/30/201935,713743N/A5,218N/A
3/31/201935,247720N/A4,115N/A
12/31/201834,230703N/A3,823N/A
9/30/201834,715715N/A4,964N/A
6/30/201834,199645N/A4,850N/A
3/31/201833,144651N/A5,380N/A
12/31/201732,735671N/A5,006N/A
9/30/201731,891711N/A5,120N/A
6/30/201731,177963N/A4,975N/A
3/31/201730,483919N/A4,994N/A
12/31/201630,403903N/A4,260N/A
9/30/201630,337882N/A5,330N/A
6/30/201630,435826N/A4,984N/A
3/31/201630,362705N/A4,348N/A
12/31/201530,449734N/A6,107N/A
9/30/201530,254727N/A5,586N/A
6/30/201529,727699N/A6,328N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: TLX s prognostiserade vinsttillväxt ( 0.8% per år) ligger under sparkvoten ( 1.7% ).

Resultat vs marknad: TLX s intäkter ( 0.8% per år) förväntas växa långsammare än marknaden för German ( 15.8% per år).

Höga tillväxtresultat: TLX s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: TLX s intäkter ( 6.8% per år) förväntas växa snabbare än German marknaden ( 6.1% per år).

Hög tillväxtintäkter: TLX s intäkter ( 6.8% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: TLX s avkastning på eget kapital förväntas bli låg om 3 år ( 15.6 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/29 07:38
Aktiekurs vid dagens slut2026/04/29 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Talanx AG bevakas av 16 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Daniel BischofBaader Helvea Equity Research
Andrew BroadfieldBarclays
Robert BateBarclays