Added to YB: 2025-12-11
Pitch date: 2025-12-09
SREN.SW [neutral]
Swiss Re AG
+1.6%
current return
Author Info
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Company Info
Swiss Re AG, together with its subsidiaries, provides reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide.
Market Cap
CHF 47.6B
Pitch Price
CHF 128.00
Price Target
N/A
Dividend
4.55%
EV/EBITDA
7.72
P/E
9.55
EV/Sales
1.19
Sector
Insurance
Category
turnaround
Swiss Re (SREN Switzerland): conservatism returns as growth takes a back seat
SREN.SW (update): 2026 net profit guidance $4.5B, 6% below consensus as mgmt prioritizes balance sheet strength over growth amid softening reinsurance cycle. $500M buybacks (half expected). Combined ratios <85% P&C, <91% Corp Solutions. $300M cost cuts by 2027, AI productivity gains emerging.
Read full article (2 min)