| Allianz SE VNA O.N. (DE0008404005) | |||
342,80 EURStand (close): 01.07.25 |
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| Datum / Uhrzeit | Titel | Bewertung |
| 27.06.25 09:31:52 | 3 Global Dividend Stocks With Yields Up To 5.5% |  |
| As global markets navigate a landscape of mixed economic signals and geopolitical tensions, investors are keeping a close eye on central bank policies and their implications for growth. Amidst this backdrop, dividend stocks continue to attract attention for their potential to provide steady income streams, especially in times of market volatility. A good dividend stock typically offers consistent payouts supported by strong financial health, making it an appealing choice for those seeking stability in uncertain times. Top 10 Dividend Stocks Globally Name Dividend Yield Dividend Rating Nissan Chemical (TSE:4021) 4.04% ★★★★★★ NCD (TSE:4783) 4.27% ★★★★★★ Japan Excellent (TSE:8987) 4.34% ★★★★★★ GakkyushaLtd (TSE:9769) 4.64% ★★★★★★ E J Holdings (TSE:2153) 5.38% ★★★★★★ DoshishaLtd (TSE:7483) 4.06% ★★★★★★ Daito Trust ConstructionLtd (TSE:1878) 4.39% ★★★★★★ CAC Holdings (TSE:4725) 5.01% ★★★★★★ Banque Cantonale Vaudoise (SWX:BCVN) 4.83% ★★★★★★ Allianz (XTRA:ALV) 4.53% ★★★★★★ Click here to see the full list of 1559 stocks from our Top Global Dividend Stocks screener. We'll examine a selection from our screener results. Jiangnan Mould & Plastic Technology Simply Wall St Dividend Rating: ★★★★★☆ Overview: Jiangnan Mould & Plastic Technology Co., Ltd. operates in the mould and plastic manufacturing industry with a market cap of CN¥6.47 billion. Operations: Unfortunately, the provided text does not contain specific revenue segment information for Jiangnan Mould & Plastic Technology Co., Ltd. If you have additional details or another source with this information, please share it so I can assist you further. Dividend Yield: 5.6% Jiangnan Mould & Plastic Technology's dividend yield of 5.59% ranks in the top 25% of CN market payers, supported by a sustainable payout ratio of 47.4%. However, its dividend history is unstable with past volatility and unreliability in payments. Despite recent earnings growth, revenue has declined year-over-year. Recent AGM decisions included changes to company bylaws and board appointments, potentially impacting future governance and strategic direction. Get an in-depth perspective on Jiangnan Mould & Plastic Technology's performance by reading our dividend report here. In light of our recent valuation report, it seems possible that Jiangnan Mould & Plastic Technology is trading behind its estimated value.SZSE:000700 Dividend History as at Jun 2025 Shenzhen Aisidi Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Shenzhen Aisidi Co., Ltd. offers digital distribution and retail services both in China and internationally, with a market cap of CN¥14.49 billion. Operations: Shenzhen Aisidi Co., Ltd. generates revenue through its digital distribution and retail services across both domestic and international markets. Story Continues Dividend Yield: 4.1% Shenzhen Aisidi's recent inclusion in key indices highlights its market relevance, yet its dividend profile is mixed. The company approved a CNY 5 per 10 shares dividend for 2024, but historical payments have been volatile and not well-covered by earnings due to a high payout ratio of 114.8%. Despite trading at good value relative to peers and having dividends well-covered by cash flows, the sustainability of these payouts remains questionable given large one-off items affecting financial results. Navigate through the intricacies of Shenzhen Aisidi with our comprehensive dividend report here. Our comprehensive valuation report raises the possibility that Shenzhen Aisidi is priced lower than what may be justified by its financials.SZSE:002416 Dividend History as at Jun 2025 Guangdong Xinbao Electrical Appliances Holdings Simply Wall St Dividend Rating: ★★★★★☆ Overview: Guangdong Xinbao Electrical Appliances Holdings Co., Ltd designs, develops, produces, and sells household electrical appliances both in China and internationally, with a market cap of CN¥12.35 billion. Operations: Guangdong Xinbao Electrical Appliances Holdings Co., Ltd generates revenue primarily from the Small Household Appliances Industry, amounting to CN¥16.88 billion. Dividend Yield: 3% Guangdong Xinbao Electrical Appliances Holdings approved a CNY 4.50 per 10 shares dividend for 2024, with payments well-covered by earnings (32.5% payout ratio) and cash flows (54.8% cash payout ratio). Despite trading at a favorable P/E ratio of 10.6x compared to the CN market, its dividend history is unstable due to past volatility. Earnings have grown by 11.4%, supporting future payouts, yet the reliability of dividends remains uncertain given historical fluctuations. Click here to discover the nuances of Guangdong Xinbao Electrical Appliances Holdings with our detailed analytical dividend report. Upon reviewing our latest valuation report, Guangdong Xinbao Electrical Appliances Holdings' share price might be too pessimistic.SZSE:002705 Dividend History as at Jun 2025 Next Steps Reveal the 1559 hidden gems among our Top Global Dividend Stocks screener with a single click here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Elevate your portfolio with Simply Wall St, the ultimate app for investors seeking global market coverage. Looking For Alternative Opportunities? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SZSE:000700 SZSE:002416 and SZSE:002705. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 27.06.25 02:23:12 | Allianz's Zeng on Fed Rate, De-Dollarization | |
| Jenny Zeng, Allianz Global Investors Deputy Head of Fixed Income & APAC Fixed Income CIO, speaks on Bloomberg TV about the Fed rate and the trend of de-dollarization. View Comments |
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| 24.06.25 14:46:00 | Allianz Life Study Finds Record High Investment Anxiety | |
| Recent market volatility is fueling worries about long-term financial outlook for retirement. KEY FINDINGS: 48% are too nervous to invest right now – the highest since 2019 73% are concerned that continued market volatility could negatively impact their long-term financial plan 77% worry that new tariffs will increase their cost of living MINNEAPOLIS, June 24, 2025--(BUSINESS WIRE)--More Americans say that they are too nervous to invest right now and are worried about their retirement savings more than they have in the last six years as extreme market volatility ripples through the economy, according to the 2025 Q2 Quarterly Market Perceptions Study* from Allianz Life Insurance Company of North America (Allianz Life). Nearly half (48%) of all Americans say they are too nervous to invest right now. This is up from 41% in Q1 and higher than any other time since Allianz first asked this question in 2019. At the same time, market volatility is also leading to increased worry about long-term financial security for goals like retirement. Similarly, 47% say volatility in the market is making them nervous about their nest egg. This concern is one of the highest recorded since Allianz first asked this question in 2019, matching the level in 2023 following a period of rapid inflation. Nearly three in four (73%) are concerned that continued market volatility could negatively impact their long-term financial plan. With that, 72% worry that they might not be able to afford the lifestyle they want in retirement if this market volatility continues or gets worse. "It can be hard to watch values in accounts that are invested for long-term goals like retirement fluctuate wildly during times of market volatility," says Kelly LaVigne, VP of consumer insights, Allianz Life. "For people who are still many years away from retirement, staying the course is the best option. But recent market volatility highlights the need to incorporate risk management into a retirement strategy since it could result in depleting assets faster than anticipated through a negative sequence of returns." Much of the current market volatility stems from ongoing uncertainty around tariffs. The majority of Americans (77%) worry that new tariffs will increase their cost of living. Increasing worry about a recession The majority of Americans (63%) worry that a major recession is right around the corner, up from 53% last quarter and the highest since 2023. Gen Zers are most worried about a recession (67%), compared to millennials (63%), Gen Xers (64%), and boomers (61%). Story Continues More Americans (45%) are concerned that they will be laid off because of an economic downturn than they were in Q1 (40%). Gen Zers are the most worried with 64% saying they are concerned about a layoff this year, compared to 45% of millennials and 41% of Gen Xers. Many are making changes to their portfolios and turning to financial professionals for help. More than half (55%) say they have made changes to their investments to make them less risky or more conservative because of recent market volatility, up from 49% in Q1. Two in three (66%) Americans who have a financial professional say they have recently or plan to reach out to their advisor because of concerns about recent market conditions. This is up from 59% last quarter. "Current market volatility has underscored the need to address this risk within a retirement strategy," LaVigne says. "This is particularly important during the fragile decade – the years right before and immediately after retiring – when market volatility can have the greatest effect on a retirement strategy. This uncertainty also underscores why it is so important to work with strong and stable financial institutions that take a long-term view and will be here for you in the future." *Allianz Life conducted an online survey, the 2025 Q2 Quarterly Market Perceptions Study in May 2025 with a nationally representative sample of 1,003 Respondents age 18+. Allianz Life Insurance Company of North America does not provide financial planning services. About Allianz Life Insurance Company of North America Allianz Life Insurance Company of North America (Allianz Life), one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2024, Allianz Life provided additional value to its policyholders via distributions of more than $18.6 billion. Allianz Life is a leading provider of fixed index annuities, registered index-linked annuities, and indexed universal life insurance. Additionally, Allianz Investment Management LLC (AllianzIM), a registered investment adviser and wholly owned subsidiary of Allianz Life, offers a suite of exchange-traded funds (ETFs). Allianz Life and AllianzIM are part of Allianz SE, a global leader in the financial services industry with more than 157,000 employees in nearly 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United. View source version on businesswire.com: https://www.businesswire.com/news/home/20250624654759/en/ Contacts For more information: Sarah Hauer (763) 765-7341 sarah.hauer@allianzlife.com @AllianzLife View Comments |
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| 23.04.25 13:40:11 | Are Finance Stocks Lagging Green Brick Partners (GRBK) This Year? | |
| For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Green Brick Partners (GRBK) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Finance sector should help us answer this question. Green Brick Partners is a member of our Finance group, which includes 859 different companies and currently sits at #5 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Green Brick Partners is currently sporting a Zacks Rank of #2 (Buy). Over the past 90 days, the Zacks Consensus Estimate for GRBK's full-year earnings has moved 2.6% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. Based on the latest available data, GRBK has gained about 1.2% so far this year. At the same time, Finance stocks have lost an average of 2.1%. This means that Green Brick Partners is performing better than its sector in terms of year-to-date returns. Another stock in the Finance sector, Allianz SE (ALIZY), has outperformed the sector so far this year. The stock's year-to-date return is 33.6%. For Allianz SE, the consensus EPS estimate for the current year has increased 6.1% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy). Looking more specifically, Green Brick Partners belongs to the Real Estate - Development industry, a group that includes 8 individual stocks and currently sits at #187 in the Zacks Industry Rank. On average, this group has lost an average of 13% so far this year, meaning that GRBK is performing better in terms of year-to-date returns. On the other hand, Allianz SE belongs to the Insurance - Multi line industry. This 41-stock industry is currently ranked #42. The industry has moved -1.3% year to date. Going forward, investors interested in Finance stocks should continue to pay close attention to Green Brick Partners and Allianz SE as they could maintain their solid performance. Story Continues Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Green Brick Partners, Inc. (GRBK) : Free Stock Analysis Report Allianz SE (ALIZY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 23.04.25 10:31:46 | Top European Dividend Stocks To Consider In April 2025 | |
| As European markets show resilience with the STOXX Europe 600 Index climbing 3.93% over the past week, buoyed by President Trump's tariff delay and the ECB's interest rate cuts, investors are increasingly eyeing dividend stocks as a stable income source amidst ongoing trade uncertainties. In such an environment, a good dividend stock is often characterized by consistent payout histories and robust financial health, making them appealing options for those seeking reliable returns in fluctuating market conditions. Top 10 Dividend Stocks In Europe Name Dividend Yield Dividend Rating Julius Bär Gruppe (SWX:BAER) 5.26% ★★★★★★ Bredband2 i Skandinavien (OM:BRE2) 4.81% ★★★★★★ Zurich Insurance Group (SWX:ZURN) 4.50% ★★★★★★ Mapfre (BME:MAP) 5.48% ★★★★★★ OVB Holding (XTRA:O4B) 4.46% ★★★★★★ HEXPOL (OM:HPOL B) 5.07% ★★★★★★ Deutsche Post (XTRA:DHL) 5.14% ★★★★★★ Cembra Money Bank (SWX:CMBN) 4.23% ★★★★★★ Rubis (ENXTPA:RUI) 7.32% ★★★★★★ Banque Cantonale Vaudoise (SWX:BCVN) 4.45% ★★★★★★ Click here to see the full list of 247 stocks from our Top European Dividend Stocks screener. We'll examine a selection from our screener results. Compagnie Financière Tradition Simply Wall St Dividend Rating: ★★★★★☆ Overview: Compagnie Financière Tradition SA operates as an interdealer broker of financial and non-financial products worldwide, with a market cap of CHF1.63 billion. Operations: Compagnie Financière Tradition SA generates revenue from three main segments: Americas (CHF371.20 million), Asia-Pacific (CHF286.26 million), and Europe, Middle East and Africa (CHF475.39 million). Dividend Yield: 3.2% Compagnie Financière Tradition SA reported a net income of CHF 115.6 million for 2024, up from CHF 94.4 million the previous year, with earnings per share increasing to CHF 15.09. Over the past decade, CFT's dividends have been stable and growing with minimal volatility, supported by a payout ratio of 44.7% and cash flow coverage at 51.7%. While its dividend yield of 3.18% is below top-tier Swiss payers, it remains reliable and well-covered by earnings and cash flows. Navigate through the intricacies of Compagnie Financière Tradition with our comprehensive dividend report here. Our valuation report unveils the possibility Compagnie Financière Tradition's shares may be trading at a premium.SWX:CFT Dividend History as at Apr 2025 Allianz Simply Wall St Dividend Rating: ★★★★★☆ Overview: Allianz SE, with a market cap of €136.52 billion, operates internationally offering property-casualty insurance, life/health insurance, and asset management products and services through its subsidiaries. Operations: Allianz SE generates revenue through its key segments: property-casualty insurance (€77.66 billion), life/health insurance (€24.34 billion), and asset management (€8.35 billion). Story Continues Dividend Yield: 4.3% Allianz SE's dividends have shown consistent growth over the past decade, supported by a stable payout ratio of 61.1% and strong cash flow coverage at 19.8%. While its dividend yield of 4.34% is slightly below the top tier in Germany, it remains reliable and well-covered by earnings. Recent financial maneuvers, including a €2 billion share buyback and debt refinancing activities, reflect Allianz's proactive capital management strategy amidst ongoing M&A discussions to bolster market presence. Click to explore a detailed breakdown of our findings in Allianz's dividend report. The analysis detailed in our Allianz valuation report hints at an deflated share price compared to its estimated value.XTRA:ALV Dividend History as at Apr 2025 KSB SE KGaA Simply Wall St Dividend Rating: ★★★★☆☆ Overview: KSB SE & Co. KGaA, along with its subsidiaries, is a global manufacturer and supplier of pumps, valves, and related services with a market cap of €1.38 billion. Operations: KSB SE & Co. KGaA generates its revenue through three main segments: Pumps (€1.55 billion), Fittings (€398.80 million), and KSB Supremeserv (€1.02 billion). Dividend Yield: 3.3% KSB SE KGaA's dividend payments are well-covered by earnings and cash flows, with payout ratios of 39.3% and 34.7%, respectively. Despite a volatile dividend history over the past decade, recent increases to €26.50 per ordinary share indicate growth intentions. Trading at a significant discount to its estimated fair value, KSB offers potential value for investors seeking dividends in Europe, though its yield of 3.29% is below top-tier levels in Germany. Recent guidance suggests improvements in sales revenue and EBIT for 2025. Delve into the full analysis dividend report here for a deeper understanding of KSB SE KGaA. According our valuation report, there's an indication that KSB SE KGaA's share price might be on the cheaper side.XTRA:KSB Dividend History as at Apr 2025 Seize The Opportunity Get an in-depth perspective on all 247 Top European Dividend Stocks by using our screener here. Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments. Enhance your investing ability with the Simply Wall St app and enjoy free access to essential market intelligence spanning every continent. Ready For A Different Approach? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SWX:CFT XTRA:ALV and XTRA:KSB. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 21.04.25 12:58:00 | Zacks Investment Ideas feature highlights: Allianz, Sompo Holdings, Munich Re and Swiss Re | |
| For Immediate Release Chicago, IL – April 21, 2025– Today, Zacks Investment Ideas feature highlights Allianz ALIZY, Sompo Holdings SMPNY, Munich Re MURGY and Swiss Re SSREY. From Boring to Booming: What's Behind the Insurance Stock Rally? This market environment may be one of the most uncertain I've experienced in my career. With global trade policies shifting by the day, little clarity from the US administration, and rising tensions between the president and the Federal Reserve, it's no surprise that stocks have been reeling. Yet amid the chaos, one sector has stood out for its resilience—insurance. While nearly all sectors have cratered, a range of international and domestic insurers have surged, with several notching fresh record highs in recent weeks. What's fueling this quiet rally? Strong earnings momentum, high interest rates, and defensive positioning in an uncertain macro backdrop. Among others, Allianz, Sompo Holdings, Munich Re and Swiss Re stand out as some of the most compelling, with powerful price momentum and top Zacks Ranks. Higher Yields = Higher Profits for Insurance Stocks The insurance business model relies heavily on the investment income earned from customer premiums—also known as "float." In a high-rate environment like today's, that float becomes substantially more valuable. With yields that remain elevated and not expected to fall sharply anytime soon, insurers are enjoying strong tailwinds from their bond portfolios. These expectations of higher yields were further reinforced when Fed Chair Jerome Powell gave a hawkish speech, noting that the central bank is reactionary and is in no position currently to cut rates rapidly. The insurance industry also enjoys business models that tends to be stable, highly regulated, and not particularly sensitive to economic cycles. In other words, they're built for exactly the kind of murky environment we're in now as illustrated by the massive capital rotation into these stocks. Companies like Allianz, Sompo Holdings,Munich Re and Swiss Re offer exposure to diversified global operations, spanning life, property & casualty, reinsurance, health, and specialty insurance. These firms provide steady cash flow and benefit from being systemically important players in their home markets. Most notably, their stock prices are surging as the rest of the market can barely avoid selling day after day. Insurance Stocks Boast Top Zacks Ranks What makes this group especially interesting now is the earnings momentum confirmed by the Zacks Rank. A surprising number of insurance stocks currently hold a Zacks Rank #1 (Strong Buy), reflecting upward revisions to earnings estimates and growing analyst confidence. Story Continues Allianz, Swiss Re, Munich Re, and Sompo Holdings all have powerful combination steady earnings growth forecasts, strong price momentum, and modest valuations, with none trading above 13x forward earnings. Each name also pays a reliable dividend, making them attractive total return plays in a sector that's quietly leading the market higher. Should Investors Buy Shares in MURGY, ALIZY, SSREY and SMPNY? In a market gripped by policy uncertainty and macro turbulence, insurance stocks have emerged as unlikely leaders. Buoyed by higher interest rates, stable earnings, and defensive business models, they're delivering both performance and consistency. While insurance may not be the flashiest corner of the market, it's proving once again that in times of uncertainty, boring can be beautiful. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Swiss Re Ltd. (SSREY) : Free Stock Analysis Report M?nchener R?ckversicherungs-Gesellschaft (MURGY) : Free Stock Analysis Report Sompo Holdings, Inc. Unsponsored ADR (SMPNY) : Free Stock Analysis Report Allianz SE (ALIZY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 17.04.25 17:23:00 | From Boring to Booming: What's Behind the Insurance Stock Rally |  |
| This market environment may be one of the most uncertain I’ve experienced in my career. With global trade policies shifting by the day, little clarity from the US administration, and rising tensions between the president and the Federal Reserve, it’s no surprise that stocks have been reeling. Yet amid the chaos, one sector has stood out for its resilience—insurance. While nearly all sectors have cratered, a range of international and domestic insurers have surged, with several notching fresh record highs in recent weeks. What’s fueling this quiet rally? Strong earnings momentum, high interest rates, and defensive positioning in an uncertain macro backdrop. Among others, Allianz (ALIZY), Sompo Holdings (SMPNY), Munich Re (MURGY) and Swiss Re (SSREY) stand out as some of the most compelling, with powerful price momentum and top Zacks Ranks.Zacks Investment Research Image Source: Zacks Investment Research Higher Yields = Higher Profits for Insurance Stocks The insurance business model relies heavily on the investment income earned from customer premiums—also known as “float.” In a high-rate environment like today’s, that float becomes substantially more valuable. With yields that remain elevated and not expected to fall sharply anytime soon, insurers are enjoying strong tailwinds from their bond portfolios. These expectations of higher yields were further reinforced when Fed Chair Jerome Powell gave a hawkish speech, noting that the central bank is reactionary and is in no position currently to cut rates rapidly. The insurance industry also enjoys business models that tends to be stable, highly regulated, and not particularly sensitive to economic cycles. In other words, they’re built for exactly the kind of murky environment we’re in now as illustrated by the massive capital rotation into these stocks. Companies like Allianz, Sompo Holdings,Munich Re and Swiss Re offer exposure to diversified global operations, spanning life, property & casualty, reinsurance, health, and specialty insurance. These firms provide steady cash flow and benefit from being systemically important players in their home markets. Most notably, their stock prices are surging as the rest of the market can barely avoid selling day after day. Insurance Stocks Boast Top Zacks Ranks What makes this group especially interesting now is the earnings momentum confirmed by the Zacks Rank. A surprising number of insurance stocks currently hold a Zacks Rank #1 (Strong Buy), reflecting upward revisions to earnings estimates and growing analyst confidence. Allianz, Swiss Re, Munich Re, and Sompo Holdings all have a powerful combination steady earnings growth forecasts, strong price momentum, and modest valuations, with none trading above 13x forward earnings. Each name also pays a reliable dividend, making them attractive total return plays in a sector that’s quietly leading the market higher. Story Continues Zacks Investment Research Image Source: Zacks Investment Research Should Investors Buy Shares in MURGY, ALIZY, SSREY and SMPNY? In a market gripped by policy uncertainty and macro turbulence, insurance stocks have emerged as unlikely leaders. Buoyed by higher interest rates, stable earnings, and defensive business models, they’re delivering both performance and consistency. While insurance may not be the flashiest corner of the market, it’s proving once again that in times of uncertainty, boring can be beautiful. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Swiss Re Ltd. (SSREY) : Free Stock Analysis Report M?nchener R?ckversicherungs-Gesellschaft (MURGY) : Free Stock Analysis Report Sompo Holdings, Inc. Unsponsored ADR (SMPNY) : Free Stock Analysis Report Allianz SE (ALIZY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 14.04.25 14:00:00 | Best Momentum Stocks to Buy for April 14th | |
| Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 14th: Michelin MGDDY: This tire manufacturer has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 15.5% over the last 60 days. Michelin Price and ConsensusMichelin Price and Consensus Michelin price-consensus-chart | Michelin Quote Michelin’s shares gained 0.8% over the last three months compared with the S&P 500’s decline of 9.9%. The company possesses a Momentum Score of A. Michelin PriceMichelin Price Michelin price | Michelin Quote Allianz SE ALIZY: This insurance company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.5% over the last 60 days. Allianz SE Price and ConsensusAllianz SE Price and Consensus Allianz SE price-consensus-chart | Allianz SE Quote Allianz’s shares gained 21.5% over the last three months compared with the S&P 500’s decline of 9.9%. The company possesses a Momentum Score of B. Allianz SE PriceAllianz SE Price Allianz SE price | Allianz SE Quote Engie SA ENGIY: This energy company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 9.2% over the last 60 days. ENGIE - Sponsored ADR Price and ConsensusENGIE - Sponsored ADR Price and Consensus ENGIE - Sponsored ADR price-consensus-chart | ENGIE - Sponsored ADR Quote Engie’s shares gained 26.8% over the last three months compared with the S&P 500’s decline of 9.9%. The company possesses a Momentum Score of A. ENGIE - Sponsored ADR PriceENGIE - Sponsored ADR Price ENGIE - Sponsored ADR price | ENGIE - Sponsored ADR Quote See the full list of top ranked stocks here Learn more about the Momentum score and how it is calculated here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Michelin (MGDDY) : Free Stock Analysis Report ENGIE - Sponsored ADR (ENGIY) : Free Stock Analysis Report Allianz SE (ALIZY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 14.04.25 11:29:00 | New Strong Buy Stocks for April 14th | |
| Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Allianz SE ALIZY: This insurance company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.5% over the last 60 days. Allianz SE Price and ConsensusAllianz SE Price and Consensus Allianz SE price-consensus-chart | Allianz SE Quote Tokio Marine Holdings, Inc. TKOMY: This global insurance company has seen the Zacks Consensus Estimate for its current year earnings increasing 17.7% over the last 60 days. Tokio Marine Holdings Inc. Price and ConsensusTokio Marine Holdings Inc. Price and Consensus Tokio Marine Holdings Inc. price-consensus-chart | Tokio Marine Holdings Inc. Quote Priority Technology Holdings, Inc. PRTH: This payment technology company has seen the Zacks Consensus Estimate for its current year earnings increasing 36.8% over the last 60 days. Priority Technology Holdings, Inc. Price and ConsensusPriority Technology Holdings, Inc. Price and Consensus Priority Technology Holdings, Inc. price-consensus-chart | Priority Technology Holdings, Inc. Quote Banco Santander, S.A. SAN: This financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 9.6% over the last 60 days. Banco Santander, S.A. Price and ConsensusBanco Santander, S.A. Price and Consensus Banco Santander, S.A. price-consensus-chart | Banco Santander, S.A. Quote Credit Agricole S.A. CRARY: This company that provides retail, corporate, insurance, and investment banking products and services has seen the Zacks Consensus Estimate for its current year earnings increasing 9.4% over the last 60 days. Credit Agricole SA Price and ConsensusCredit Agricole SA Price and Consensus Credit Agricole SA price-consensus-chart | Credit Agricole SA Quote You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tokio Marine Holdings Inc. (TKOMY) : Free Stock Analysis Report Banco Santander, S.A. (SAN) : Free Stock Analysis Report Credit Agricole SA (CRARY) : Free Stock Analysis Report Priority Technology Holdings, Inc. (PRTH) : Free Stock Analysis Report Allianz SE (ALIZY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 10.04.25 02:32:27 | Allianz (XTRA:ALV) Targets India Reentry With Jio Financial Alliance | |
| Allianz recently invited holders of its €1.5 billion Subordinated Fixed to Floating Rate Notes to tender notes for purchase, seeking to refine its financing structure ahead of potential new issuance. In parallel, the company is in talks for strategic insurance market reentry in India through an alliance with Jio Financial. Over the past quarter, Allianz's share price rose by 4.89%, during a turbulent period marked by market volatility and significant gains in major indices like the S&P 500, which briefly soared amid a tariff pause announcement. While market trends generally helped, Allianz's initiatives added positive momentum. Buy, Hold or Sell Allianz? View our complete analysis and fair value estimate and you decide.XTRA:ALV Revenue & Expenses Breakdown as at Apr 2025 Uncover the next big thing with financially sound penny stocks that balance risk and reward. Allianz's invitation to tender €1.5 billion in Subordinated Fixed to Floating Rate Notes, as well as its talks for a market reentry in India with Jio Financial, align with the company's ongoing efforts to optimize its financing structure and expand its footprint. These decisions could potentially fortify Allianz's balance sheet and foster growth opportunities, potentially influencing future revenue and earnings projections. Over the past five years, Allianz has delivered a total shareholder return of 153.91%, showcasing its capacity for long-term value generation. However, when comparing the past year's performance, Allianz underperformed the German Insurance industry, which saw a 23.8% increase. Despite this, Allianz performed better than the German Market, which rose by only 0.8%. This context illustrates Allianz’s relative strength over a multi-year horizon, although recent dynamics have been more challenging on an industry level. The potential revenue and earnings growth are reflected in the analyst forecasts, which anticipate Allianz's revenue and margins to evolve amid strategic endeavors in customer retention and capital management. The recent news could contribute positively, refining operating efficiencies and opening new revenue streams. The current share price of €357.30 stands marginally above the analyst consensus price target of €345.75, suggesting that the market sees a balanced valuation in light of projected growth and recent initiatives. Assess Allianz's future earnings estimates with our detailed growth reports. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Story Continues Companies discussed in this article include XTRA:ALV. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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