QBE Needs to Give Guidance on Reserve Releases -- Market Talk

Dow Jones

Nov 28, 2025

0037 GMT - QBE Insurance needs to give clear guidance on reserve releases to help shore up investor confidence, according to Morgan Stanley analyst Andrei Stadnik. He acknowledges that the Australian company's expectation of modest 2025 reserve releases is a clear positive, but thinks that some investors will be disappointed that it isn't sharing the benefit of lower catastrophe costs with shareholders. Stadnik wonders whether QBE is being too conservative in its approach. He likes the announcement of a A$450 million buyback but says reserve-release guidance is a must. MS has a last-published overweight recommendation and A$23.50 target price on the stock, which is up 1.4% at A$19.31. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 27, 2025 19:37 ET (00:37 GMT)

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He acknowledges that the Australian company's expectation of modest 2025 reserve releases is a clear positive, but thinks that some investors will be disappointed that it isn't sharing the benefit of lower catastrophe costs with shareholders. Stadnik wonders whether QBE is being too conservative in its approach. He likes the announcement of a A$450 million buyback but says reserve-release guidance is a must. MS has a last-published overweight recommendation and A$23.50 target price on the stock, which is up 1.4% at A$19.31. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 19:37 ET (00:37 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 Needs to Give Guidance on Reserve Releases -- 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 Needs to Give Guidance on Reserve Releases -- 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\">2025-11-28 08:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0037 GMT - <a href=\"https://laohu8.com/S/QBEIF\">QBE Insurance</a> needs to give clear guidance on reserve releases to help shore up investor confidence, according to <a href=\"https://laohu8.com/S/MTK\">Morgan Stanley</a> analyst Andrei Stadnik. He acknowledges that the Australian company's expectation of modest 2025 reserve releases is a clear positive, but thinks that some investors will be disappointed that it isn't sharing the benefit of lower catastrophe costs with shareholders. Stadnik wonders whether QBE is being too conservative in its approach. He likes the announcement of a A$450 million buyback but says reserve-release guidance is a must. MS has a last-published overweight recommendation and A$23.50 target price on the stock, which is up 1.4% at A$19.31. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 19:37 ET (00:37 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":"LU1244550577.SGD","symbol_name":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586925276","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586925276","pubTimestamp":1764290220,"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":"0037 GMT - QBE Insurance needs to give clear guidance on reserve releases to help shore up investor confidence, according to Morgan Stanley analyst Andrei Stadnik. He acknowledges that the Australian company's expectation of modest 2025 reserve releases is a clear positive, but thinks that some investors will be disappointed that it isn't sharing the benefit of lower catastrophe costs with shareholders. Stadnik wonders whether QBE is being too conservative in its approach. He likes the announcement of a A$450 million buyback but says reserve-release guidance is a must. MS has a last-published overweight recommendation and A$23.50 target price on the stock, which is up 1.4% at A$19.31. 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He acknowledges that the Australian company's expectation of modest 2025 reserve releases is a clear positive, but thinks that some investors will be disappointed that it isn't sharing the benefit of lower catastrophe costs with shareholders. Stadnik wonders whether QBE is being too conservative in its approach. He likes the announcement of a A$450 million buyback but says reserve-release guidance is a must. MS has a last-published overweight recommendation and A$23.50 target price on the stock, which is up 1.4% at A$19.31. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 27, 2025 19:37 ET (00:37 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"}}}