Swiss Re's share price fell sharply today, in some cases by more than 7%.
🔎 Why the setback?
- Swiss Re has set a Group profit target for 2026 of USD 4.5 billion This is above the target for 2025 (USD 4.4 billion), but below market expectations. below market expectations.
- The announced share buyback of USD 500 million in 2026 and the target of increasing the dividend by at least 7% annually failed to convince the market today.
- In particular, the cautious approach to earnings growth and the conservative guidance apparently disappointed many investors.
📊 Key figures / fundamental data (overview)
- According to estimates for 2025: Earnings per share (EPS) approx. CHF 13.80.
- According to other estimates in USD: EPS 2025 ~ 16.74 USD (depending on the source).
- P/E ratio: according to one valuation, the P/E ratio 2025 is approx. 10,26.
- Dividend: the dividend for 2024 was CHF 6.01and a higher payout is expected for 2025.
✅ Swiss Re's long-term target figures
- Management continues to target a return on equity (ROE) of over 14% over several years.
- The share buyback and rising dividend should also benefit investors in the medium to long term.
Do you think that today's price slide is a good opportunity to enter the market because the fundamental key figures are still attractive or do you see the conservative option and the lack of earnings growth as a warning signal? Would you buy more or would you rather remain cautious?
