Swiss Re: Strong Results And Buyback Potential Keep Us Positive
Swiss Re delivered strong H1 2025 results, with net profit up 11% and a robust 23% ROE, beating consensus expectations. The balance sheet remains formidable, with a 264% solvency ratio and organic capital generation supporting ongoing dividend growth and potential buybacks. No change to the >$4.4 billion net income target, yet Swiss Re's attractive valuation is underpinned by strong earnings visibility and disciplined underwriting.
Swiss Re AG (SSREY) Q2 2025 Earnings Call Transcript
Swiss Re AG (OTCPK:SSREY) Q2 2025 Earnings Conference Call August 14, 2025 8:00 AM ET Company Participants Alexander Andreas M. Berger - Group Chief Executive Officer Anders Malmstrom - Group Chief Financial Officer Thomas Bohun - Head of Investor Relations Conference Call Participants Andrew Baker - Goldman Sachs Group, Inc., Research Division Chris Hartwell - Unidentified Company Darius Satkauskas - Keefe, Bruyette, & Woods, Inc., Research Division Iain Pearce - BNP Paribas Exane, Research Division James Austin Shuck - Citigroup Inc. Exchange Research Kamran Mark Hossain - JPMorgan Chase & Co, Research Division Michael Igor Huttner - Joh.
Swiss Re Backs Guidance After Profit Beats Views
The reinsurer posted net profit that beat analysts' expectations on healthy underwriting margins in its property and casualty businesses and a higher investment result.
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.
