Swiss Re Ltd. (SSREY)
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Swiss Re: Lower Outstanding Shares And Solid Results, Buy Confirmed
Swiss Re remains a Buy, driven by robust earnings growth and a strong solvency ratio. Q1 results exceeded expectations, with net profit boosted by lower tax and investment gains, and core profitability showing structural improvement in the combined ratio evolution. We raised our target price, reflecting higher EPS estimates from share buybacks.
Swiss Re AG (SSREY) Q1 2025 Earnings Call Transcript
Swiss Re AG (OTCPK:SSREY) Q1 2025 Earnings Conference Call May 16, 2025 8:00 AM ET Company Participants Thomas Bohun - Head Group Reporting and IR Andreas Berger - Group CEO Anders Malmstrom - Group CFO Conference Call Participants Kamran Hossain - JPMorgan Andrew Baker - Goldman Sachs Will Hardcastle - UBS Iain Pearce - BNP Paribas Exane Michael Huttner - Berenberg Ivan Bokhmat - Barclays James Shuck - Citi Shanti Kang - Bank of America Faizan Lakhani - HSBC Vinit Malhotra - Mediobanca Operator Good morning or good afternoon. Welcome to Swiss Re's First Quarter 2025 Key Financial Data Conference Call.
Swiss Re Posts Profit Beat Despite Softer Revenue
The reinsurer reported a larger-than-expected increase in net profit as the group was able to absorb the impact of the wildfires that ravaged California in January.
Swiss Re: Higher Dividend And Solid Execution, Buy Confirmed
Lower estimates from the California Wildfire natural catastrophe event. The combined ratio, cost of risk, and reinvestment yield have produced supportive results, which increases our confidence in Swiss RE's net income delivery in 2025. Swiss Re increased its DPS by 8%. With a solid solvency ratio combined with a valuation discount vs peers, the company remains a buy.
We don't expect to pull back from California after wildfires, says Swiss Re CFO
John Dacey, the chief financial officer of Swiss Re, discusses the Swiss reinsurer's full-year earnings.
Swiss Re AG (SSREY) Q4 2024 Earnings Call Transcript
Swiss Re AG (OTCPK:SSREY) Q4 2024 Earnings Conference Call February 27, 2025 8:00 AM ET Company Participants Thomas Bohun - Head Group Reporting and IR Andreas Berger - Group CEO John Dacey - Group CFO Conference Call Participants Kamran Hossain - JPMorgan Andrew Baker - Goldman Sachs Ivan Bokhmat - Barclays Iain Pearce - Exane BNP Paribas Vinit Malhotra - Mediobanca Michael Huttner - Berenberg Shanti Kang - Bank of America Faizan Lakhani - HSBC Darius Satkauskas - KBW Ivan Bokhmat - Barclays Operator Good morning or good afternoon. Welcome to Swiss Re Annual Results 2024 Conference Call.
Swiss Re expects LA wildfire costs to come in at under $700 million
Swiss Re said its LA wildfire losses would come in under $700 million and it had no plans to “pull back” from California.
Richer reinsurance companies are good for the world, says Swiss Re CEO
Swiss Re CEO Andreas Berger discusses increasing natural catastrophe disasters, and explains how falling interest rates will impact the reinsurance sector.
Swiss Re: Majority of flood risks can be avoided using green infrastructure
Veronica Scotti, chairperson of public sector solutions at Swiss Re, discusses key developments from the COP-29 climate conference and explains the reinsurer's global risk analysis of flooding.
Swiss Re AG (SSREY) Q3 2024 Earnings Call Transcript
Swiss Re AG (OTCPK:SSREY) Q3 2024 Earnings Conference Call November 14, 2024 8:00 AM ET Company Participants Thomas Bohun - Head Group Reporting and Investor Relations Andreas Berger - Group Chief Executive Officer John Dacey - Group Chief Financial Officer Conference Call Participants Kamran Hossain - JPMorgan Will Hardcastle - UBS Ivan Bokhmat - Barclays Andrew Baker - Goldman Sachs James Shuck - Citi Michael Huttner - Berenberg Derald Goh - RBC Faizan Lakhani - HSBC Simon Fossmeier - Vontobel Vinit Malhotra - Mediobanca Iain Pearce - BNP Operator Good morning or good afternoon. Welcome to Swiss Re's Nine Months Conference Call.
Swiss Re: More Volatile Than Munich, But Cheap And A "Buy" Here
Swiss RE is a leading global reinsurer with a 5.32% dividend yield but exhibits higher earnings volatility compared to peers like Munich Re and Hannover RE. Despite its volatility, Swiss RE is fundamentally solid, AA-rated, and has a positive outlook with a diversified revenue stream and a strong capital position. Trading at a sub-11x P/E, Swiss RE is undervalued, offering a potential annualized upside of 28.75% based on a fair 15x P/E.
Buy Swiss Re To Mitigate Market Risk
Swiss Re has shown strong performance and growth prospects, with a 21% YTD increase and a target net income of $3.6 billion in 2024. High dividend yield of 5.4% and a robust balance sheet with a 306% solvency ratio, making it appealing for income-focused investors. Valuation suggests a 16.6% upside with a target price of CHF 133/share, supported by a DCF model and multiple valuation methodology.
