Axa S.A. (AXAHF)
OTCQX OTCQX Primary 
AXA: Post Q3 Sell-Off Offers An Attractive Entry Point, Buy
AXA is reiterated as a Buy following solid Q3 results and a 10% share price decline, creating an attractive entry point. The company delivered 7% revenue growth, a strong Solvency II ratio of 222%, and resilient performance across P&C and Life segments. A robust 222% Solvency II ratio, lower nat-cat experience than budgeted, and the redemption of €1.2 billion Tier 1 debt enhance balance sheet flexibility, supporting higher buyback potential.
AXA SA (AXAHY) Q2 2025 Earnings Call Transcript
AXA SA (OTCQX:AXAHY) Q2 2025 Earnings Conference Call August 1, 2025 5:00 AM ET Company Participants Alban de Mailly Nesle - Group Chief Financial Officer Frederic Marie de Courtois D'Arcollières - Group Deputy Chief Executive Officer Patrick Cohen - Chief Executive Officer of European Markets & Health Thomas Buberl - CEO & Director Ziad Gebran - Corporate Participant Conference Call Participants Ziad Gebran [Interpreted] Hello, everyone. Thank you for being connected for this audio press conference where we present the half year presentation for 2025 for the AXA Group.
AXA: Higher Earnings Ahead And Buy Confirmed
AXA delivered strong Q1 results, outperforming consensus in key segments and demonstrating solid execution across its strategic plan. We see continued EPS growth potential above 6-8% per year, supported by robust pricing, improved XL division, and higher buybacks. Valuation remains attractive, due to a multiple re-rating. With favorable shareholders' remuneration, while investing for growth, our buy is confirmed.
AXA: Let The Ride Begin
We reiterate our buy rating on AXA due to the highest all-in yield, strong EPS growth, and a robust capital return framework. AXA's operating profit CAGR is 7.5% over the next 3 years, outperforming the peer average. The company has a solid balance sheet and a P/E expansion scope from 8.4x to 10x P/E. Our buy rating is then confirmed.
AXA SA (AXAHY) Q3 2024 Earnings Call Transcript
AXA SA (OTCQX:AXAHY) Q3 2024 Earnings Call October 31, 2024 4:00 AM ET Company Participants Anu Venkataraman - Chief Strategy Officer and Head, Investor Relations Thomas Buberl - Chief Executive Officer Conference Call Participants David Barma - BOA Farooq Hanif - JPMorgan Michael Huttner - Berenberg Will Hardcastle - UBS Dominic O'Mahony - BNP Paribas Andrew Crean - Autonomous Henry Heathfield - Morningstar Pierre Chedeville - CIC Anu Venkataraman Good morning, and welcome to AXA's 9 month ‘24 Activity Indicators Conference Call. Our Group CFO, Alban de Mailly Nesle, will walk through the highlights of the 9-month release, after which we'll be ready to take your questions.
