Allianz

After the recent all-time high of €454.60, Allianz shares corrected and fell to as low as €434.60. The stock is approaching the 50-day line at €433.60; if this support holds, the bullish picture remains intact. A sustained break would likely extend the correction toward €410 (100-day moving average) and then around €392 (200-day moving average). Analysts view the short-term correction as not surprising and continue to regard the company as qualitatively strong, with a dividend yield of around 4.3 percent. » Plus sur deraktionaer.de

Barclays remains skeptical on Allianz and keeps the rating at "Underweight", but raises the price target only marginally from €350 to €353. The investment bank views the European insurance sector as broadly unattractive, arguing that lower major losses and valuations mask operational weaknesses and there is a lack of clear share-price drivers. Munich Re and Axa are given "Overweight" recommendations with higher price targets, while Generali also remains at "Underweight". » Plus sur deraktionaer.de

Allianz sticks to its operating profit target of €17.4bn for 2026 (±€1bn) after publishing Q2 figures. The GDV is calculating significantly lower insured storm losses for Germany at around €2bn, while the NOAA expects a below‑average hurricane season for the US. Lower claim settlements and recently strong trends in the property & casualty business support the outlook for higher returns and fuel dividend expectations for 2026 near the €19 mark. » Plus sur finanzen.net