Allianz SE

ALV: XETR (DEU)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	yf#	LOCK\|Yy	LOCK\|y#hJ?zs

Allianz: Strong Growth Ambitions Outlined at Capital Markets Day; Tough Targets in Asset Management

Henry Heathfield

Dec 12, 2024

At Allianz’s 2024 capital markets day, the business outlined its strategy for the next three years where it plans to lift operating profit to roughly more than EUR 18.5 billion. We believe the biggest lifts are taking place in asset management and property and casualty. The life and health ambitions look fair against a backdrop of what the unit has been able to achieve. Though it doesn’t get much attention, that is a decent business for Allianz. We lift our fair value estimate marginally to EUR 315 per share. We maintain our no-moat rating.

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Allianz SE

Allianz: Strong Growth Ambitions Outlined at Capital Markets Day; Tough Targets in Asset Management

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