QBE INSURANCE GROUP LIMITED (QBE)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

QBE - QBE INSURANCE GROUP LIMITED

FNArena Sector : Insurance
Year End: December
GICS Industry Group : Insurance
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

QBE Insurance Group is an Australian insurance company operating in North America, Europe, Australia & New Zealand and the Asia Pacific region. It was listed in 1973 following the merger of three companies whose names represent the letters of the combined company.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$12.91

05 Dec
2022

-0.010

OPEN

$12.87

-0.08%

HIGH

$12.98

3,082,109

LOW

$12.81

TARGET
$16.033 24.2% upside
Franking for last dividend paid out: 10%
OTHER COMPANIES IN THE SAME SECTOR
IAG . ISU . MPL . NHF . SDF . SUN . TWR . CVW . GDG . PSI . FCL . NOL .
FNARENA'S MARKET CONSENSUS FORECASTS
QBE: 1
Title FY22
Forecast
FY23
Forecast
EPS (cps) 65.8 xxx
DPS (cps) 54.4 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 19.6 xxx
Dividend Yield 4.2% xxx
Div Pay Ratio(%) 82.8% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 2.44%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.32

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 18/08 - ex-div 9c (franking 10%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx63.3
DPS All xxxxxxxxxxxxxxx30.0
Sales/Revenue xxxxxxxxxxxxxxx18,576.5 M
Book Value Per Share xxxxxxxxxxxxxxx744.5
Net Operating Cash Flow xxxxxxxxxxxxxxx3,669.2 M
Net Profit Margin xxxxxxxxxxxxxxx5.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx8.95 %
Return on Invested Capital xxxxxxxxxxxxxxx6.33 %
Return on Assets xxxxxxxxxxxxxxx1.77 %
Return on Equity xxxxxxxxxxxxxxx9.58 %
Return on Total Capital xxxxxxxxxxxxxxx10.18 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx3,414.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

22/11/2022

1

Outperform

$14.00

8.44%

A trading update from QBE Insurance revealed the company has increased its catastrophe cost expectations in 2022. Macquarie expects another increase will be forthcoming in 2023. Gross written premium growth nevertheless remains strong.

QBE will also strengthen reserves further, equally offset by releases from covid-related risk margins, but did not provide numbers.

Heading into the renewal of QBE’s group reinsurance program, Macquarie sees heightened risk of downgrades to 2023 consensus catastrophe expectations in the coming 1-2 months but believes the stock is trading at a large enough discount to peers.

Outperform and $14.00 target retained.

FORECAST
Macquarie forecasts a full year FY22 dividend of 30.22 cents and EPS of 49.70 cents.
Macquarie forecasts a full year FY23 dividend of 59.73 cents and EPS of 127.76 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Credit Suisse

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

QBE STOCK CHART