Allianz stock: JPMorgan names EUR 460 target for Allianz stock

Published on 10/23/2026 at 15:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results are due November 12, 2026. Allianz stock costs EUR 424.70 on October 23, 2026, down 1.83 percent versus the Xetra close of EUR 432.60.

Analyst target and reporting date

JPMorgan named an EUR 460.00 target for Allianz on October 23, 2026.
First-half 2026 operating profit reached EUR 9.40 billion, up 8.60 percent year over year.
Allianz stock costs EUR 424.70 at Lang & Schwarz on October 23, 2026 at 3:04 p.m. CEST, 1.83 percent below the Xetra close of October 22, 2026.
Allianz is scheduled to publish third-quarter 2026 results on November 12, 2026.

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JPMorgan kept its Neutral rating on Allianz and named an EUR 460.00 price target on October 23, 2026, according to Der Aktionär. The target lies 8.31 percent above the EUR 424.70 Allianz stock price at Lang & Schwarz on October 23, 2026 at 3:04 p.m. CEST, which was 1.83 percent below the Xetra close of October 22, 2026 at EUR 432.60.

Operating profit sets the earnings base

Allianz reported EUR 9.40 billion in operating profit for the first half of 2026, an increase of 8.60 percent from the year-earlier period, according to Capital.com. The second-quarter operating profit reached EUR 4.90 billion, up 10.60 percent year over year, while core net income attributable to shareholders fell 12.70 percent to EUR 2.60 billion.

Management maintained its 2026 operating-profit outlook at EUR 17.40 billion, plus or minus EUR 1.00 billion. That figure gives the JPMorgan target a current earnings backdrop, while the bank lowered its 2026 operating-profit estimate slightly.

Price remains below the yearly high

Allianz traded within a 52-week range of EUR 338.80 to EUR 454.60 as of October 23, 2026. The Lang & Schwarz price stood EUR 29.90 below the high, a distance of 6.57 percent, while the finance data showed a market capitalization of EUR 161.8 billion and volume of 148,499 shares.

Results date and peer valuation

Allianz is scheduled to publish its third-quarter 2026 results on November 12, 2026, and its Inside Allianz Series event is set for December 8, 2026, according to the Allianz investor-relations page. The company also lists a EUR 17.10 dividend per share for fiscal year 2025, up from EUR 15.40 in fiscal year 2024.

Comparison with peers

Allianz: down 1.83 percent versus the Xetra close, P/E 14.01, market capitalization EUR 161.8 billion.

AXA (Euronext Paris, EUR): down 1.69 percent, P/E 8.40, market capitalization EUR 83.6 billion.

Zurich Insurance Group (SIX, CHF): down 0.80 percent, P/E 10.17, market capitalization CHF 92.2 billion.

Analyst target and next results

JPMorgan's EUR 460.00 target places the focus on the November 12 results, while Allianz's first-half operating profit of EUR 9.40 billion provides the latest reported earnings benchmark.

Allianz stock was trading at EUR 424.70 at Lang & Schwarz on October 23, 2026 at 3:04 p.m. CEST, down 1.83 percent versus the Xetra close of October 22, 2026 at EUR 432.60. The further course of trading is shown by the continuously updated real-time quote of Allianz stock.