Allianz

Allianz shares are at an all-time high of over €450, but analysts disagree widely on price targets: the 12-month target averages around €440, with a range from €325 to €684. Drivers cited include an operating record profit of €4.9 billion, positive developments at AGI and Pimco, and AI investments (partly financed by the sale of the Bajaj stake). Risks are weakening results in the commercial insurance business, high exposures to real estate and private loans, and losses from natural catastrophes; dividend and buyback plans support the attractiveness for long-term investors. » Altro su handelsblatt.com

Allianz shares climb above €450 for the first time and are up about 16% year to date. Between 17 and 21 August the group bought 241,631 of its own shares; since the buyback program began on 13 March a total of 5,391,108 shares have been repurchased, supporting earnings per share and signaling management confidence. Based on expected earnings the P/E ratio is 13.6 (5‑year average 10.2) and the price-to-book ratio is 2.6 (5‑year average 1.7), indicating a higher but not yet extremely stretched valuation. Overall, based on the reported metrics Allianz remains an attractive quality stock, although increased caution is advisable. » Altro su deraktionaer.de

Emma Woolley will become head of Global Specialty at Allianz Commercial and will additionally assume responsibility for the United Kingdom region. She will be appointed to the management board of Allianz Global Corporate & Specialty SE and will report directly to Thomas Lillelund. Woolley will take up the new position after fulfilling her current commitments, at the latest in February 2027; the appointment is subject to regulatory approval. » Altro su de.investing.com