QBE Insurance Has Catalysts Ahead of Earnings Season -- Market Talk

Dow Jones
Jan 09

0006 GMT - QBE Insurance is seen by Morgans analyst Andrei Stadnik as having more catalysts than its Australia-listed rivals heading into next month's earnings announcements. Stadnik tells clients in a note that QBE has fewer options on reinsurance, where falling prices are expanding margins, but that there are plenty of positives to bear in mind. He reckons that investors do not give QBE sufficient credit for good management of its catastrophe costs. Its budget on this front looks stronger than Suncorp's, he adds. QBE could also tighten its reinsurance and give investors additional targets, such as reserve releases. Morgans trims its target price 0.9% to A$22.80 and keeps an overweight rating on the stock, which is up 0.7% at A$20.07. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

 

QBE Insurance is seen by Morgan Stanley analyst Andrei Stadnik as having more catalysts than its Australia-listed rivals heading into next month's earnings announcements. Write correct information here in sentence form, as briefly as possible. "QBE Insurance Has Catalysts Ahead of Earnings Season -- Market Talk," at 0015 GMT, misstated the research to Morgans.

 

(END) Dow Jones Newswires

January 08, 2026 19:16 ET (00:16 GMT)

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