Suncorp Looks Set to Benefit From Reinsurance Pricing -- Market Talk

Dow Jones

Dec 10, 2025

0018 GMT - Suncorp looks best placed among Australian insurers to benefit from falling property reinsurance pricing, according to Morgan Stanley analysts. The MS analysts tell clients in a note that property reinsurance prices will fall about 10%-15% on Jan. 1. They explain that this should lead to more options on aggregate covers and reinsurance capital, with Australian insurers among the largest buyers globally. They think that there are multiple ways in which Suncorp could benefit, including through a quota share that could release A$1.5 billion in capital to shareholders and improve return-on-equity. MS lifts its target price 1.0% to A$24.40 and keeps an overweight rating on the stock, which is up 1.3% at A$17.14. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

December 09, 2025 19:18 ET (00:18 GMT)

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The MS analysts tell clients in a note that property reinsurance prices will fall about 10%-15% on Jan. 1. They explain that this should lead to more options on aggregate covers and reinsurance capital, with Australian insurers among the largest buyers globally. They think that there are multiple ways in which Suncorp could benefit, including through a quota share that could release A$1.5 billion in capital to shareholders and improve return-on-equity. MS lifts its target price 1.0% to A$24.40 and keeps an overweight rating on the stock, which is up 1.3% at A$17.14. (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  December 09, 2025 19:18 ET (00:18 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>Suncorp Looks Set to Benefit From Reinsurance Pricing -- 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\">\nSuncorp Looks Set to Benefit From Reinsurance Pricing -- 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\">2025-12-10 08:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0018 GMT - Suncorp looks best placed among Australian insurers to benefit from falling property reinsurance pricing, according to Morgan Stanley analysts. The MS analysts tell clients in a note that property reinsurance prices will fall about 10%-15% on Jan. 1. They explain that this should lead to more options on aggregate covers and reinsurance capital, with Australian insurers among the largest buyers globally. They think that there are multiple ways in which Suncorp could benefit, including through a quota share that could release A$1.5 billion in capital to shareholders and improve return-on-equity. MS lifts its target price 1.0% to A$24.40 and keeps an overweight rating on the stock, which is up 1.3% at A$17.14. (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  December 09, 2025 19:18 ET (00:18 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":"LU0098860793.USD","symbol_name":"FRANKLIN INCOME \"A\" INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590780933","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590780933","pubTimestamp":1765325880,"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":"0018 GMT - Suncorp looks best placed among Australian insurers to benefit from falling property reinsurance pricing, according to Morgan Stanley analysts. 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The MS analysts tell clients in a note that property reinsurance prices will fall about 10%-15% on Jan. 1. They explain that this should lead to more options on aggregate covers and reinsurance capital, with Australian insurers among the largest buyers globally. They think that there are multiple ways in which Suncorp could benefit, including through a quota share that could release A$1.5 billion in capital to shareholders and improve return-on-equity. MS lifts its target price 1.0% to A$24.40 and keeps an overweight rating on the stock, which is up 1.3% at A$17.14. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 09, 2025 19:18 ET (00:18 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"}}}