Overview
Allianz SE, based in Munich, Germany, is a prominent multinational financial services company that primarily operates in the insurance and asset management sectors. As one of the world's largest insurers and asset managers, AllianasketsSE's portfolio includes a diverse range of products and services in property-casualty insurance, life/health insurance, and asset management. Key initiatives include advancing digital transformation in its operations and customer services, emphasizing sustainable and responsible investment strategies, and exploring innovative insurance technology (insurtech) solutions to enhance operational efficiency and customer experience. These strategic projects highlight Allianz's commitment to leveraging technology and sustainability to drive growth and maintain its competitive positioning in the global financial services industry.
Basic Stats
The share price of Allianz SE as of 10 July 2025 is € 350,00 / share. The market cap (or net worth) of Allianz SE as of 10 July 2025 is € 134.450,09 MM.
The Factor Analysis chart (below right) shows a view of Allianz SE from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 134,450.09 MM |
| EV | 138,434.97 MM |
| Shares Out. | 384.14 MM |
| Earnings Date | |
| EPS (TTM) | 25.62 |
| Dividend Yield | 4.40 % |
| Ex-Dividend Date | 2025-05-09 |
| Borrow Rate | 0.75 |
| Short Shares Avail. | 1.80 MM |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | 0.06 |
| Beta | 0.76 |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | 13.66 |
| Price/Book | 2.04 |
| Price/TBV | 3.10 |
| Book/Market | 0.49 |
| EBIT/EV | 0.10 |
| EBIT(3yr avg)/EV | 0.09 |
| ROA | 0.01 |
| ROE | 0.17 |
| ROIC | 0.10 |
| CROIC | 0.02 |
| OCROIC | 0.32 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | 97.54 /100 |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 7.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Allianz SE. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-12-22 | BERENBERG | Buy | Buy | Maintains |
| 2023-11-30 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-11-27 | BNP PARIBAS EXANE | Underperform | Underperform | Maintains |
| 2023-11-27 | HSBC | Buy | Buy | Maintains |
| 2023-11-27 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-11-15 | DZ BANK | Buy | Buy | Maintains |
| 2023-11-13 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-11-13 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-11-13 | ODDO BHF | Buy | Buy | Maintains |
| 2023-11-10 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-28 | HSBC | Buy | Buy | Maintains |
| 2023-08-27 | HSBC | Buy | Buy | Maintains |
| 2023-08-23 | BNP PARIBAS EXANE | Neutral | Underperform | Downgrade |
| 2023-08-22 | BNP PARIBAS EXANE | Neutral | Underperform | Downgrade |
| 2023-08-21 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-20 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-17 | BERENBERG | Buy | Buy | Maintains |
| 2023-08-16 | BERENBERG | Buy | Buy | Maintains |
| 2023-08-11 | DZ BANK | Buy | Buy | Maintains |
| 2023-08-11 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-10 | DZ BANK | Buy | Buy | Maintains |
| 2023-08-10 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-10 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-09 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2023-08-07 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-08-06 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-06-28 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-06-27 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2023-05-30 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-05-29 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-05-29 | DAY BY DAY | Sell | Buy | Upgrade |
| 2023-05-28 | DAY BY DAY | Sell | Buy | Upgrade |
| 2023-05-26 | BERENBERG | Hold | Buy | Upgrade |
| 2023-05-25 | BERENBERG | Hold | Buy | Upgrade |
| 2023-05-24 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-05-23 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-05-22 | HSBC | Buy | Buy | Maintains |
| 2023-05-21 | HSBC | Buy | Buy | Maintains |
| 2023-05-17 | DZ BANK | Buy | Buy | Maintains |
| 2023-05-16 | DZ BANK | Buy | Buy | Maintains |
| 2023-05-15 | ODDO BHF | Buy | Buy | Maintains |
| 2023-05-15 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2023-05-14 | ODDO BHF | Buy | Buy | Maintains |
| 2023-05-14 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2023-04-05 | BERENBERG | Hold | Buy | Upgrade |
| 2023-03-29 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-03-27 | HSBC | Buy | Buy | Maintains |
| 2023-03-22 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-02-21 | DZ BANK | Buy | Buy | Maintains |
| 2023-02-21 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2023-02-20 | SOCIETE GENERALE | Buy | Hold | Downgrade |
| 2023-02-20 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2023-02-20 | ODDO BHF | Buy | Buy | Maintains |
| 2023-02-19 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Buy | Maintains |
| 2022-11-23 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2022-11-22 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2022-11-21 | DAY BY DAY | Sell | Buy | Upgrade |
| 2022-10-07 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2022-10-03 | DAY BY DAY | Sell | Sell | Maintains |
| 2022-10-02 | DAY BY DAY | Sell | Sell | Maintains |
| 2022-09-27 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2022-09-26 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2022-08-05 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2022-08-04 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2022-07-25 | DAY BY DAY | Hold | Sell | Downgrade |
| 2022-07-24 | DAY BY DAY | Hold | Sell | Downgrade |
| 2022-07-04 | DAY BY DAY | Buy | Hold | Downgrade |
| 2022-07-03 | DAY BY DAY | Buy | Hold | Downgrade |
| 2022-05-09 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-05-08 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-03-30 | NORD/LB | Buy | Hold | Downgrade |
| 2022-03-29 | NORD/LB | Buy | Hold | Downgrade |
| 2022-02-28 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-02-27 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-01-26 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2022-01-25 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2021-12-22 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-12-21 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2021-11-10 | COMMERZBANK CORPORATE CLIENTS | Hold | Buy | Upgrade |
| 2021-11-09 | COMMERZBANK CORPORATE CLIENTS | Hold | Buy | Upgrade |
| 2021-09-23 | BERENBERG | Buy | Hold | Downgrade |
| 2021-09-22 | BERENBERG | Buy | Hold | Downgrade |
| 2021-08-27 | PARETO SECURITIES AS | Buy | Buy | Maintains |
| 2021-08-26 | PARETO SECURITIES AS | Buy | Buy | Maintains |
| 2021-08-19 | BERENBERG | Buy | Buy | Maintains |
| 2021-08-18 | BERENBERG | Buy | Buy | Maintains |
| 2021-05-15 | NORD/LB | Buy | Buy | Maintains |
| 2021-05-14 | NORD/LB | Buy | Buy | Maintains |
| 2021-05-12 | COMMERZBANK CORPORATE CLIENTS | Hold | Hold | Maintains |
| 2021-05-12 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2021-05-11 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2021-05-11 | COMMERZBANK CORPORATE CLIENTS | Hold | Hold | Maintains |
| 2024-08-08 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2024-08-04 | BNP PARIBAS EXANE | Underperform | Underperform | Maintains |
| 2024-08-01 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2024-08-01 | ODDO BHF | Buy | Buy | Maintains |
| 2024-07-29 | BERENBERG | Buy | Buy | Maintains |
| 2024-06-09 | DZ BANK | Buy | Buy | Maintains |
| 2024-05-30 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2024-05-26 | HSBC | Buy | Buy | Maintains |
| 2024-05-12 | DAY BY DAY | Buy | Buy | Maintains |
| 2024-04-18 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2024-02-22 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-12-21 | BERENBERG | Buy | Buy | Maintains |
| 2023-11-29 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-11-26 | BNP PARIBAS EXANE | Underperform | Underperform | Maintains |
| 2023-11-26 | HSBC | Buy | Buy | Maintains |
| 2023-11-26 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-11-14 | DZ BANK | Buy | Buy | Maintains |
| 2023-11-12 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2023-11-12 | LANDESBANK BADEN-WUERTTEMBERG | Buy | Hold | Downgrade |
| 2023-11-12 | ODDO BHF | Buy | Buy | Maintains |
| 2023-11-09 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2025-01-03 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2024-12-12 | DZ BANK | Buy | Buy | Maintains |
| 2024-12-10 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2024-12-10 | ODDO BHF | Buy | Buy | Maintains |
| 2024-12-09 | BERENBERG | Buy | Buy | Maintains |
| 2024-12-04 | BNP PARIBAS EXANE | Underperform | Underperform | Maintains |
| 2024-11-24 | HSBC | Buy | Buy | Maintains |
| 2024-11-13 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2024-09-01 | DAY BY DAY | Buy | Buy | Maintains |
| 2025-04-07 | BERENBERG | Buy | Buy | Maintains |
| 2025-03-23 | HSBC | Buy | Buy | Maintains |
| 2025-03-23 | DAY BY DAY | Buy | Buy | Maintains |
| 2025-03-18 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2025-03-11 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2025-03-03 | JEFFERIES | Hold | Hold | Maintains |
| 2025-03-03 | DZ BANK | Buy | Buy | Maintains |
| 2025-03-02 | LANDESBANK BADEN-WUERTTEMBERG | Hold | Hold | Maintains |
| 2025-03-02 | ODDO BHF | Buy | Buy | Maintains |
| 2025-07-17 | BERENBERG | Buy | Buy | Maintains |
| 2025-06-30 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2025-06-29 | METZLER EQUITIES | Buy | Buy | Maintains |
| 2025-05-25 | HSBC | Buy | Hold | Downgrade |
| 2025-05-18 | ODDO BHF | Buy | Buy | Maintains |
| 2025-05-15 | DZ BANK | Buy | Buy | Maintains |
| 2025-05-14 | JEFFERIES | Hold | Hold | Maintains |
| 2025-05-12 | DAY BY DAY | Buy | Buy | Maintains |
