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Allianz SE (ALIZY) is a Top Dividend Stock Right Now: Should You Buy?
ZACKS· 2025-08-11 16:46
Company Overview - Allianz SE (ALIZY) is headquartered in Munich and operates in the Finance sector, with a stock price change of 38.93% since the beginning of the year [3]. Dividend Information - The company currently pays a dividend of $1.18 per share, resulting in a dividend yield of 2.77%, which is higher than the Insurance - Multi line industry's yield of 1.92% and the S&P 500's yield of 1.53% [3]. - Allianz's annualized dividend of $1.18 has increased by 15.1% from the previous year, with an average annual increase of 9.02% over the last 5 years [4]. Earnings and Growth Expectations - The Zacks Consensus Estimate for Allianz's earnings in 2025 is $3.29 per share, reflecting an expected increase of 19.64% from the previous year [5]. - Future dividend growth will depend on earnings growth and the payout ratio, which is currently at 40%, indicating that the company paid out 40% of its trailing 12-month EPS as dividends [4]. Investment Appeal - Allianz is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [6].
全球保险集团警告:气候危机或超出行业应对能力
Huan Qiu Wang· 2025-08-09 03:26
Core Viewpoint - The global insurance industry is facing a critical challenge as climate change leads to increasingly frequent extreme weather events, which may soon exceed the industry's capacity to provide coverage for financial services such as mortgages and investments [1][3]. Group 1: Insurance Industry Challenges - Allianz's board member, Gunther Thalinger, warns that the world is approaching a temperature level where insurance companies can no longer provide coverage for financial services like mortgages [3]. - Thalinger highlighted that losses from extreme weather are causing asset classes to "degrade in real-time," and the worsening climate crisis could potentially "destroy capitalism" [3]. - Approximately two-thirds of economic losses from natural disasters are currently uninsured, indicating a significant risk burden on individuals, businesses, and governments [3]. Group 2: Economic Impact of Natural Disasters - Zurich Insurance Group's report indicates that from 2014 to 2023, extreme weather events caused approximately $2 trillion in economic losses, with the frequency and intensity of disasters increasing due to long-term climate changes [4]. - The global insured loss growth rate (5.9%) has outpaced global economic growth over the past thirty years, suggesting a concerning trend for the insurance market [4]. - If the trend of increasing insured losses continues, insurance companies may need to raise climate-related premiums, which could affect individuals' and businesses' willingness and ability to purchase insurance [4].
This is Why Allianz SE (ALIZY) is a Great Dividend Stock
ZACKS· 2025-07-25 16:45
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it b ...
GDP连续2年下滑后,安联CEO警告:德国或再次成为“欧洲病夫”?
Sou Hu Cai Jing· 2025-07-18 16:45
Core Viewpoint - Allianz CEO Oliver Bäte warns that Germany may become the "sick man of Europe" again due to consecutive GDP declines and unsustainable growth in healthcare and welfare spending [3][9]. Group 1: Economic Decline - Germany's GDP has shrunk for two consecutive years, with a projected decline of 0.2% in 2024, indicating a stagnation in economic growth [3][9]. - The term "sick man of Europe" was first used to describe Germany in 1998, during a period of economic struggle post-reunification, with unemployment rates nearing 11% [6][8]. Group 2: Welfare and Healthcare Concerns - Bäte highlights that healthcare and welfare expenditures are growing at an unsustainable rate of 6% to 8% annually, posing a serious threat to the country's financial stability [9][11]. - The retirement pension system in Germany is deemed inadequate, with increasing deficits expected as the baby boomer generation retires [11]. Group 3: Future Predictions - Bäte predicts that if the current trends continue, Germany's social security system may collapse within the next decade [9]. - The need for higher investment returns is emphasized to address the shortcomings in the pension system [11].
Allianz SE (ALIZY) Could Be a Great Choice
ZACKS· 2025-07-09 16:45
Company Overview - Allianz SE (ALIZY) is based in Munich and operates in the Finance sector, with a year-to-date share price change of 34.51% [3] - The company currently pays a dividend of $1.18 per share, resulting in a dividend yield of 2.86%, which is higher than the Insurance - Multi line industry's yield of 1.8% and the S&P 500's yield of 1.53% [3] Dividend Performance - Allianz's current annualized dividend of $1.18 represents a 15.1% increase from the previous year [4] - Over the past 5 years, Allianz has increased its dividend 4 times, achieving an average annual increase of 9.02% [4] - The company's current payout ratio is 37%, indicating that it pays out 37% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - The Zacks Consensus Estimate for Allianz's earnings in 2025 is $3.20 per share, reflecting an expected increase of 16.36% from the previous year [5] Investment Considerations - Allianz is viewed as an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [6]
100余家德国和四川企业慕尼黑现场对接 川德签约33个项目
Si Chuan Ri Bao· 2025-07-07 00:20
Group 1 - Seven German Fortune 500 companies, including BMW, Allianz, Siemens, and Linde Gas, participated in the China (Sichuan) - Bavaria Economic and Cultural Cooperation Exchange Conference held in Munich, Germany [1] - A total of 33 signed projects were reached, with a cumulative amount exceeding 9.082 billion yuan, including six key projects signed on-site [1][2] - The signed projects cover various fields such as goods trade, service trade, industrial investment, cultural tourism, and traditional Chinese medicine [1][2] Group 2 - The Chengdu High-tech Zone Management Committee signed an industrial gas investment cooperation agreement with Germany's Messer Group, which will provide purification and supply equipment for BOE's production line, supporting the development of Sichuan's electronic information industry [2] - Sichuan Runzhao Food Co., Ltd. reached a cooperation agreement with Germany's N25 Caviar Trading Company to promote Sichuan Runzhao's caviar products in high-end consumption scenarios in Europe, leveraging N25's established sales network [2] - In the first five months of this year, the trade import and export volume between Sichuan and Germany reached 10.42 billion yuan, with a year-on-year growth rate of 10.1%, making Germany an important trade partner and investment source for Sichuan in the EU [2]
Why Allianz SE (ALIZY) is a Great Dividend Stock Right Now
ZACKS· 2025-06-04 16:51
Company Overview - Allianz SE (ALIZY) is headquartered in Munich and operates in the Finance sector [3] - The stock has experienced a price change of 30.68% since the beginning of the year [3] Dividend Information - Allianz SE currently pays a dividend of $1.18 per share, resulting in a dividend yield of 2.95% [3] - This yield is higher than the Insurance - Multi line industry's yield of 1.82% and the S&P 500's yield of 1.54% [3] - The annualized dividend of $1.18 represents a 15.1% increase from the previous year [4] - Over the last 5 years, Allianz has increased its dividend 3 times year-over-year, averaging an annual increase of 7.95% [4] - The current payout ratio is 37%, indicating that Allianz paid out 37% of its trailing 12-month EPS as dividends [4] Earnings Growth Expectations - For the fiscal year, Allianz SE anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 at $3.20 per share, reflecting a year-over-year growth rate of 16.36% [5] Investment Appeal - Allianz SE is viewed as an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 1 (Strong Buy) [7]
5 High Earnings Yield Value Picks Amid Renewed US-China Tensions
ZACKS· 2025-06-03 14:10
Market Overview - Wall Street experienced significant gains in May, with the S&P 500 increasing by 6.2% and the Nasdaq rising by 9.6%, marking the best month for both indices since late 2023 [1] - Investor optimism was fueled by a temporary pause on new trade tariffs announced by Trump, alleviating fears regarding trade tensions with China and the EU [1] Geopolitical Risks - Despite the temporary relief, the threat of tariffs remains, as China accused the U.S. of violating their trade truce by tightening controls on AI chip exports and student visas, which has raised tensions again [2] - The interconnectedness of the U.S. and Chinese economies means that even minor disputes can significantly impact market stability [2] Investment Strategy - In uncertain times, investors are turning to value investing, focusing on companies with strong fundamentals that are undervalued [3] - Value stocks with high earnings yield can provide attractive returns, especially during periods of market volatility [4] Earnings Yield - Earnings yield is calculated by dividing a company's annual earnings per share (EPS) by its current stock price, indicating potential returns for investors [5] - A higher earnings yield suggests a stock may be undervalued compared to its peers, while a lower yield may indicate overvaluation [5][7] Stock Screening Criteria - A primary screening criterion for selecting stocks is an earnings yield greater than 10%, supplemented by estimated EPS growth, average daily volume, and current price thresholds [8][9][10] - Stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) are expected to outperform their peers [10] Selected Value Stocks - Five value stocks with earnings yields exceeding 10% have been identified as appealing options amid rising U.S.-China tensions: AngloGold Ashanti (AU), Orchid Island Capital (ORC), LATAM Airlines (LTM), Priority Technology (PRTH), and Allianz (ALIZY) [11] - All five stocks show strong projected EPS growth through 2026 and meet liquidity, price, and growth criteria [11] Company Highlights - **AngloGold Ashanti (AU)**: Expected earnings growth of 95% in 2025 and 6.7% in 2026, with a Zacks Rank of 1 and a Value Score of A [12] - **Orchid Island Capital (ORC)**: Projected earnings growth of 394% in 2025 and 24.5% in 2026, Zacks Rank 1, Value Score B [13] - **LATAM Airlines (LTM)**: Anticipated earnings growth of 27.5% in 2025 and 20% in 2026, Zacks Rank 1, Value Score A [14] - **Priority Technology (PRTH)**: Expected earnings growth of 108% in 2025 and 34% in 2026, Zacks Rank 1, Value Score A [15] - **Allianz (ALIZY)**: Projected earnings growth of 16.4% in 2025 and 9% in 2026, Zacks Rank 1, Value Score B [16]
安联:特朗普财政方案第899条如同资本管制 恐使美股跌10%、美元贬5%
news flash· 2025-06-03 13:58
Core Viewpoint - Allianz's Chief Investment Officer Ludovic Subran warns that a specific tax provision in Trump's fiscal plan could lead to a 10% drop in the stock market and a 5% depreciation of the dollar if enacted [1] Group 1: Tax Provision Impact - The tax provision, known as Section 899, was passed in the House of Representatives in May and targets countries with "discriminatory" tax policies [1] - Subran describes the potential implementation of this provision as a "huge and terrifying moment" for the market [1] - The Joint Committee on Taxation (JCT) has expressed concerns, estimating that the provision could generate $116.3 billion in revenue over the next decade but ultimately reduce annual tax revenue by $12.9 billion in 2033 and 2034 [1] Group 2: Market Reactions - Subran predicts that the stock market could experience a sell-off of 10% and the dollar could depreciate by 5% if the tax provision is enacted [1] - He also anticipates a 0.5 percentage point increase in U.S. Treasury yields as a consequence of the provision [1] - Foreign investors hold a significant portion of U.S. long-term securities, including stocks and bonds, which could be affected by these changes [1]
安联研究:结构性不确定性驱动期限溢价全球范围内攀升
news flash· 2025-05-28 12:20
金十数据5月28日讯,安联研究分析师在一份报告中指出,期限溢价(投资者持有长期债券而非短期债 券所寻求的额外收益率)正在上升,且潜在风险正呈现全球化特征。他们表示,受收益率曲线超长期端 推动,全球债券市场已显著陡峭化。分析师称:"今年以来,30年期国债收益率飙升30-80个基点,而 10-30年期利差扩大20-30个基点。"这一现象源于市场对结构性不确定性(如上行通胀风险、地缘政治 紧张局势及财政风险加剧)的同步定价,导致期限溢价重新调整。美国国债在超长期债券领域的主导地 位放大了这一趋势。 安联研究:结构性不确定性驱动期限溢价全球范围内攀升 ...