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Allianz delivers - record result, higher dividend & new buyback

The $ALV (-0,68 %) has presented its final figures for the fourth quarter - and delivered a strong result overall.

Turnover (expected): 45 billion euros
Turnover (reported): 45.70 billion euros

EPS (expected): 7.34 euros
EPS (reported): 7.17 euros

Also important for shareholders: the dividend is set to rise to €17.10 per share, an increase of around 11%. In addition, a share buyback program of up to €2.5 billion was announced. This combines the $ALV (-0,68 %) operational strength with a clear capital repatriation policy and underlines its claim to give shareholders a share in its success.

Future opportunities for the $ALV (-0,68 %) arise from its strong market position, solid capitalization and continued focus on margins. Risks, on the other hand, lie in possible claims burdens, regulatory adjustments or an unexpectedly weaker capital market trend.

The bottom line is that $ALV (-0,68 %) confirms its operational strength and shareholder friendliness with these figures.

The crucial question now remains: is the current pace of growth sufficient to justify the valuation, or is much of the upside already priced into the share price?

https://de.investing.com/news/economy-news/allianz-erzielt-rekordgewinn-im-tagesgeschaft--dividende-wie-erwartet-3361644

~ No investment advice ~

16 Commentaires

Dividendenopi👴@Dividendenopi

I was surprised that so little was reported on this, just as little as on the figures from $DTE. First of all, solid results and stable dividends, which suits me as a shareholder and dividend investor

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DividendenPapa@DividendenPapa

@Dividendenopi These are simply not the classic hype stocks. But for me they are absolutely fine. I can only agree with that. Solid results, increased dividends and announced buyback programs. In addition, both companies have a very good share price performance. I am glad that I am invested in both companies $DTE and $ALV.

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ThomasHH@ThomasHH

21H

@DividendenPapa It is indicative of the new stock market culture of many new small investors.
Many have no plan at all and chase after the stocks and cryptos hyped on social media.
Many are not able to read and categorize balance sheets.
I often see so-called "What should I invest in?" selection boxes. - You can't invest more stupidly than that. You have to have a plan as to why you want to go into a certain sector. With a little diligence and your own analysis, you can find the right value.... and not the one with the biggest forum applause.
Just pouncing on hyped exotic stocks is often just the beginning of the end on the stock market.

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ThemenmitKopf@topicswithhead

18H

@DividendenPapa You can also simply say that the figures for the bores are as expected and therefore there is nothing interesting to report.

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Kai@Dividenden-Sammler

13H

@topicswithhead Well, they are the classic dividend stocks that do what they are supposed to do.
Here in the community, this is already being portrayed as boring and stupid, as dividend investors are giving away returns. In my opinion, this is one of the reasons why there is generally much more focus on growth and accordingly more is reported/written about these stocks. Of course, there is also more talk in the social media because the so-called experts (finfluencers) belong to a younger generation. I now have the impression that when a finfluencer starts with a title/ETF etc., within 1-2 weeks everyone else is also reporting on it. I don't want to comment on the content of some of the "specialist knowledge" that is made public.
Many investors here only know the ever higher stock market and have never experienced a crash that lasts a few years. Some people here are already panicking and questioning their investments with a 5% drop.

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ThemenmitKopf@topicswithhead

12H

@Dividenden-Sammler well, talking so positively about $DTE is also funny. I can't say much about the rest, and I'm not one to judge whether someone has specialist knowledge or not and whether they're chasing hype. I just think people are too quick to talk this stuff down. Who knows if they don't really have a thesis behind the hype shares.

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ThemenmitKopf@topicswithhead

12H

@Dividenden-Sammler but I am a DTE shareholder myself and am happy to take part in the positive development of the last 2-3 years, so I am sitting in the ⛵ with @Dividendenopi

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Kai@Dividenden-Sammler

11H

@topicswithhead I wasn't just referring to $DTE but to the typical dividend stocks in general ( $PG, $KO, $ALV, $MUV2, $CVX, $SHEL etc. ).

I am also one of the boring dividend investors and am also a member of $DTE. I love having a boring portfolio that I can sleep well with. It doesn't matter to me whether there is a little more or less in the portfolio - the cash flow is more important to me. At the moment it is still being reinvested, but later I would like to use it to (partly) finance my living expenses without having to sell anything.

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DividendenPapa@DividendenPapa

@ThomasHH It is certainly a great thing to get inspiration from social media. However, this should not be the only input for investment decisions. In my opinion, doing your own research is and remains essential. At the end of the day, everyone has to know for themselves whether they only want to invest in the hype stocks or the supposedly boring stocks. Ultimately, it is important not to be influenced by the masses and to make your own decision. Personally, I also prefer the boring stocks, but I feel well positioned with them.

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DividendenPapa@DividendenPapa

@topicswithhead I have to say that I really liked the $DTE figures as such. You can see a positive development in the figures, they are trying to build up new business areas and broaden their positioning. In addition, the company is trying to further increase its attractiveness for investors through dividend increases and buyback programs.

But I also understand your point about hype stocks and your own thesis on them. And I think that's perfectly fine. Because everyone has to find the right investment strategy that lets them sleep well. Where I lack understanding, however, is when I read investors who praise a hype stock one day and then curse the same stock three days and -5% price performance later. At the same time, however, there are also those who want to deny the supposedly boring stocks. For me, this only reflects the fact that their own thesis/research was not really solid or available after all.

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TradingHase@TradingHase

21H

I think Allianz is well positioned and remain invested.
We are now close to the € 385 mark, which has long been cited as resistance.

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ThomasHH@ThomasHH

21H

@TradingHase At the end of April, it will probably be over 400

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TradingHase@TradingHase

19H

@ThomasHH That would be the missing sign for further price gains 👍🏼

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DividendenPapa@DividendenPapa

@TradingHase I also think that you can't go far wrong with $ALV. I would take courses in both directions. If we break through the resistance, then I will be happy. If it does go back a little, you can take the opportunity to buy a little more.

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Daniel Kaufmann@Wollitz

21H

I am also pleased with the result. I had increased my holding by another 5 shares on the ex-day last year. At the time, the decision was between Munich Re and Allianz. I opted for Allianz. I will remain invested and simply enjoy the dividend. However, like the previous speaker, TradingHase, I am curious to see whether the resistance can be overcome. Prices around and above 400 would be nice ;-)

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DividendenPapa@DividendenPapa

@Wollitz That sounds good. At the time, I was also considering between Rück and Allianz. As I am a customer of $ALV myself, and I like to invest in companies where I consume services or products myself. The next few weeks will tell us whether we can overcome the resistance or not. I would use a possible setback to make a somewhat larger additional purchase. Otherwise, the monthly savings plan remains active 🙂

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