1Semana·

Allianz Q2 2025: Record profit & strong operating performance

$ALV (+0,98%)

🟢 Allianz Q2 2025 - Key data

Sales (Q2): € 44.5 billion (+8.0%)
Operating result (Q2): € 4.4 billion (+12.2 %) - Record level
Adjusted quarterly profit: € 3.0 billion (+17.3 %)
EPS (H1): 13,99 € (+11,3 %)
Return on equity (RoE, annualized): 18,5 %
Operating result H1: € 8.6 billion → already 54% of the annual target (€ 15-17 billion)

✅ Conclusion: Strong operating performance, high growth in all segments, annual targets confirmed.

8 Comentários

Daniel Kaufmann@Wollitz

Absolutely stable. I bought more in Q1 of the year. Although I increased the buy-in, it only confirms that I was right. The company delivers very strong figures. I see $ALV as an anchor in the portfolio, similar to $MUV2. We'll have to take a look at the reinsurers, which may also weaken somewhat, but we'll see tomorrow. @SSIT I don't think you'll see prices below 300 euros any time soon. If you are convinced, then I would buy more.

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Iwas M.@SSIT

@Wollitz Fortunately, my savings plan is running. But the share price is really too high for me at the moment to buy additional shares in tranches.

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Steve O.@SteveO82

1Semana

How do you rate the Allianz share?

I bought in 12/23 and the performance is of course very good. +38% plus the dividends.

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Iwas M.@SSIT

@SteveO82 Will definitely buy more, but not for over €280 😭😅

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Malzboy13@edihose

@SSIT I've been waiting all this time too, but it's only going up ️ 😎

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Julian@MoneyISnotREAL

@SSIT I.e. at the current price it would have to fall by around 25% ... 💩 I bought shares at the beginning of last year for around €250 🚀

As @Wollitz says. If you are convinced of the company, then get in.
Or what event are you hoping or waiting for to see your desired price?

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Mark@le_Wurst

@SteveO82 My average purchase price is 238 euros. I would like to buy some more but only at around 300 euros (possibly a tranche of 320 and then again at 300) with the current fundamental data. I had hoped that the current correction would have reduced the price a little more. Now it has broken out to the upside. But I don't want to fall into fomo, especially as I'm already invested.
Let's see. If the fundamental data improves, of course, the entry price for additional purchases will also have to be adjusted.
To put it simply, if the share price has a P/E ratio of around 10-12, the entry price is OK.
LG

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Iwas M.@SSIT

@MoneyISnotREAL Yes, I'll have to see how I do it. But at the moment the price is just too high for me. A small savings plan is still running on the side.

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