Allianz

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". » Altro su 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. » Altro su finanzen.net

In 2025 Allianz increased premium income in the German life insurance market by 10.6% to €26.4 billion, representing about 28% of the market. The lead over second‑placed R+V grew to €18.6 billion; Generali is third. The top 50 insurers grew faster than the overall market, driven mainly by higher single premiums, while regular premiums barely rose. The figures underscore Allianz’s distribution and brand strength in Germany and bolster the investment case for the stock. » Altro su deraktionaer.de