QBE Insurance Looks 'Too Cheap' Given Tailwinds -- Market Talk

Dow Jones

Jun 02, 2025

0104 GMT - There are plenty of reasons to be bullish about QBE Insurance, signals Morgans. QBE has executed well in recent periods, as highlighted by its FY 2024 result delivering 31% EPS growth and an 18% return on equity, says analyst Richard Coles. "With a strong balance sheet, and further upside to come from improvements in its North America business, we continue to see QBE as too cheap trading on 11X FY 2026 forecast earnings," Morgans says. It retains an add call on QBE while raising its price target by 11% to A$26.76/share. QBE is up 1.7% to A$23.55. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

June 01, 2025 21:04 ET (01:04 GMT)

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QBE has executed well in recent periods, as highlighted by its FY 2024 result delivering 31% EPS growth and an 18% return on equity, says analyst Richard Coles. \"With a strong balance sheet, and further upside to come from improvements in its North America business, we continue to see QBE as too cheap trading on 11X FY 2026 forecast earnings,\" Morgans says. It retains an add call on QBE while raising its price target by 11% to A$26.76/share. QBE is up 1.7% to A$23.55. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 01, 2025 21:04 ET (01:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QBE Insurance Looks 'Too Cheap' Given Tailwinds -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQBE Insurance Looks 'Too Cheap' Given Tailwinds -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-02 09:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0104 GMT - There are plenty of reasons to be bullish about QBE Insurance, signals Morgans. QBE has executed well in recent periods, as highlighted by its FY 2024 result delivering 31% EPS growth and an 18% return on equity, says analyst Richard Coles. \"With a strong balance sheet, and further upside to come from improvements in its North America business, we continue to see QBE as too cheap trading on 11X FY 2026 forecast earnings,\" Morgans says. It retains an add call on QBE while raising its price target by 11% to A$26.76/share. QBE is up 1.7% to A$23.55. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 01, 2025 21:04 ET (01:04 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4107","symbol_name":"财产与意外伤害保险","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2540552367","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2540552367","pubTimestamp":1748826240,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0104 GMT - There are plenty of reasons to be bullish about QBE Insurance, signals Morgans. QBE has executed well in recent periods, as highlighted by its FY 2024 result delivering 31% EPS growth and an 18% return on equity, says analyst Richard Coles. \"With a strong balance sheet, and further upside to come from improvements in its North America business, we continue to see QBE as too cheap trading on 11X FY 2026 forecast earnings,\" Morgans says. It retains an add call on QBE while raising its price target by 11% to A$26.76/share. QBE is up 1.7% to A$23.55. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4107":"财产与意外伤害保险","QBIEY":"QBE Insurance Group Ltd.","BK7034":"财产与意外伤害保险","QBE.AU":"QBE INSURANCE GROUP LTD"},"translate_title":"鉴于顺风车，QBE保险看起来“太便宜”——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"QBIEY":0.9,"QBE.AU":0.9},"content_text":"0104 GMT - There are plenty of reasons to be bullish about QBE Insurance, signals Morgans. QBE has executed well in recent periods, as highlighted by its FY 2024 result delivering 31% EPS growth and an 18% return on equity, says analyst Richard Coles. \"With a strong balance sheet, and further upside to come from improvements in its North America business, we continue to see QBE as too cheap trading on 11X FY 2026 forecast earnings,\" Morgans says. It retains an add call on QBE while raising its price target by 11% to A$26.76/share. QBE is up 1.7% to A$23.55. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 01, 2025 21:04 ET (01:04 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":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}