FRANKFURT--The following is a summary of analysts' forecasts for
Allianz SE (ALV.XE) fourth-quarter results, based on a poll of 15
analysts conducted by Dow Jones Newswires (figures in million
euros, dividend and target price in euro, combined ratio in
percent, according to IFRS). Earnings figures are scheduled to be
released February 26.
===
Operat. Operat.
Operat. profit profit
Total Operat. profit Life & Asset
4th Quarter revenue profit P/C Health management
AVERAGE 29,340 2,440 1,418 671 655
Prev. Year 26,805 2,384 1,534 417 703
+/- in % +9.5 +2.3 -7.6 +61 -6.8
MEDIAN 29,394 2,457 1,392 663 634
Maximum 30,073 2,594 1,540 832 707
Minimum 28,500 2,257 1,298 585 605
Amount 4 14 13 12 12
Baader-Helvea -- 2,567 1,392 752 707
Bankhaus Lampe -- 2,518 1,493 671 605
Barclays -- 2,395 1,453 665 628
Berenberg -- 2,594 1,320 832 697
Bryan Garnier -- 2,284 1,448 -- --
Credit Suisse 30,073 2,463 1,298 719 694
Deutsche Bank -- 2,393 1,387 615 638
DZ Bank -- 2,421 1,457 604 628
Equinet 28,500 2,500 1,380 700 630
Independent Res. -- 2,257 -- -- --
J.P. Morgan -- 2,457 1,514 585 613
MainFirst Bank 28,780 2,456 1,388 661 686
Morgan Stanley -- 2,328 1,363 642 707
UBS 30,008 2,524 1,540 604 627
FY
Net Comb. Comb.
attrib. Ratio Ratio
4th Quarter EBT income (a) (a)
AVERAGE 2,303 1,439 93.8 93.5
Prev. Year 2,190 1,256 92.2 94.3
+/- in % +5.2 +15 +1.7 -0.9
MEDIAN 2,349 1,452 93.5 93.6
Maximum 2,478 1,559 95.2 93.9
Minimum 2,146 1,252 92.9 92.2
Amount 9 14 11 8
Baader-Helvea 2,371 1,514 94.6 93.8
Bankhaus Lampe 2,388 1,553 93.2 --
Barclays -- 1,488 94.0 --
Berenberg 2,478 1,559 95.2 93.9
Bryan Garnier -- 1,314 -- --
Credit Suisse 2,366 1,352 94.9 93.9
Deutsche Bank -- 1,444 93.5 93.6
DZ Bank 2,146 1,398 93.3 93.5
Equinet 2,200 1,460 -- --
Independent Res. -- 1,340 -- --
J.P. Morgan 2,192 1,499 92.9 92.2
MainFirst Bank 2,239 1,441 93.9 93.6
Morgan Stanley -- 1,252 92.9 --
UBS 2,349 1,530 92.9 93.4
Target price Rating DPS 2014
AVERAGE 155.93 positive 10 AVERAGE 7.04
Prev. Quarter 143.22 neutral 4 Prev. Year 5.30
+/- in % +8.9 negative 0 +/- in % +33
MEDIAN 156.50 MEDIAN 7.00
Maximum 175.00 Maximum 7.20
Minimum 140.00 Minimum 6.90
Amount 14 Amount 14
Baader-Helvea 140.00 Buy 7.00
Bankhaus Lampe 152.00 Hold 7.10
Barclays 151.00 Equalweight 7.05
Berenberg 157.00 Buy 7.20
Bryan Garnier 145.00 Neutral 6.90
Commerzbank 156.00 Buy 7.00
Credit Suisse 158.00 Neutral 6.90
Deutsche Bank 160.00 Buy 7.10
DZ Bank 151.00 Buy 7.00
Equinet 160.00 Accumulate 7.00
Independent Res. 175.00 Buy 7.00
J.P. Morgan 150.00 Overweight 7.10
MainFirst Bank 158.00 Outperform 7.00
UBS 170.00 Buy 7.20
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Year-earlier figures are as reported by the company.
(a) Property-casualty.
DJG/err
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