🎈 Up Big Today: Find today's biggest gainers with our free screenerTry Stock Screener

Jefferies downgrades Allianz to 'hold' amid valuation concerns

Published 2024-12-13, 05:30 a/m
© Reuters.
ALVG
-

Investing.com -- Jefferies has revised its rating for Allianz (ETR:ALVG) SE to "hold" from "buy," citing the company’s growth targets and the stock’s strong performance. 

The analysts said that Allianz’s recent plan, which aims for an annual earnings per share growth of 7% to 9%, represents an acceleration compared to previous goals. 

This target aligns with market expectations and has already been factored into the stock’s valuation, which is now trading at a premium to historical levels.

Allianz’s share price has risen by 23% over the past year, largely due to strong results in the first half of 2024. 

The stock is currently trading at a price-to-earnings ratio of over 11 times its 2025 forecasted earnings, significantly higher than its 20-year average of 8.8 times. 

Jefferies raised its price target slightly from €310 to €325 to reflect higher earnings projections but noted limited upside from the current levels.

The analysts also flagged a shift in Allianz’s capital return policy. The insurer plans to allocate at least 15% of its net income to share buybacks over 2025-2027, aligning with policies seen at competitors like AXA. This adjustment, while positive, has not significantly altered Jefferies’ view of the stock.

Despite Allianz’s strong growth prospects, Jefferies flagged concerns about valuation, noting that the stock’s recent re-rating limits further potential gains. 

While the company’s diversified portfolio and operational strengths remain compelling, the current share price already reflects these advantages. 

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.