QBE Gets New Bull as Capital Focus Shifts -- Market Talk

Dow Jones

2025/12/01

0038 GMT - QBE Insurance gets a new bull at Bell Potter, where analyst Marcus Barnard sees the Australian company increasingly focusing on profitability and returns. Barnard raises his recommendation on the stock to buy from hold, telling clients in a note that QBE's A$450 million buyback is further evidence that it has shifted from retaining capital for growth to writing for profit. He is cheered by management's confidence that it can sustain a combined operating ratio at 92.5% in fiscal 2026, and points out that the company's valuation looks much less stretched than in the past. Bell Potter raises its target price by 2.8% to A$21.80. Shares are up 0.2% at A$19.29. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 30, 2025 19:38 ET (00:38 GMT)

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Barnard raises his recommendation on the stock to buy from hold, telling clients in a note that QBE's A$450 million buyback is further evidence that it has shifted from retaining capital for growth to writing for profit. He is cheered by management's confidence that it can sustain a combined operating ratio at 92.5% in fiscal 2026, and points out that the company's valuation looks much less stretched than in the past. Bell Potter raises its target price by 2.8% to A$21.80. Shares are up 0.2% at A$19.29. 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Barnard raises his recommendation on the stock to buy from hold, telling clients in a note that QBE's A$450 million buyback is further evidence that it has shifted from retaining capital for growth to writing for profit. He is cheered by management's confidence that it can sustain a combined operating ratio at 92.5% in fiscal 2026, and points out that the company's valuation looks much less stretched than in the past. Bell Potter raises its target price by 2.8% to A$21.80. Shares are up 0.2% at A$19.29. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"QBE.AU":"QBE INSURANCE GROUP LTD","QBIEY":"QBE Insurance Group Ltd.","BK7034":"财产与意外伤害保险","BK4107":"财产与意外伤害保险"},"translate_title":"随着资本焦点的转移，QBE迎来新的牛市——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QBE.AU":0.9,"QBIEY":0.9},"content_text":"0038 GMT - QBE Insurance gets a new bull at Bell Potter, where analyst Marcus Barnard sees the Australian company increasingly focusing on profitability and returns. Barnard raises his recommendation on the stock to buy from hold, telling clients in a note that QBE's A$450 million buyback is further evidence that it has shifted from retaining capital for growth to writing for profit. He is cheered by management's confidence that it can sustain a combined operating ratio at 92.5% in fiscal 2026, and points out that the company's valuation looks much less stretched than in the past. Bell Potter raises its target price by 2.8% to A$21.80. Shares are up 0.2% at A$19.29. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 30, 2025 19:38 ET (00:38 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}