Allianz Braces for November 12 as Berenberg and Metzler Line Up Behind a Stronger Outlook
Published on 11/10/2026 at 14:51 | Editorial boerse-global.de
Allianz will publish its third-quarter 2026 results on November 12, and the run-up has produced a rare alignment of analyst opinion: two separate houses now expect the insurer to guide its full-year operating profit toward the upper end of its target range. Berenberg reaffirmed a "Buy" rating and a price target of EUR 684, with analyst Michael Huttner once again placing the stock ahead of AXA on his list of preferred picks. Metzler Capital Markets, for its part, expects Allianz to narrow its 2026 operating guidance to the upper half of the range. Neither view constitutes a company forecast — Allianz has not announced any such upgrade.
The quarterly release is scheduled to land at 7:00 CET, followed by a media conference at 9:30 and an analyst call at 14:30. The stock closed yesterday at EUR 457.40, up 1.6%, though no clear trigger for that move has been established.
Shareholder Structure Update
Away from the earnings calendar, Allianz disclosed on Friday a total of roughly 374 million voting rights, issued as a mandatory notification under § 41 of the German Securities Trading Act (WpHG) for Europe-wide distribution. The underlying capital measure took effect on November 4.
Should investors sell immediately? Or is it worth buying Allianz?
Brand Value and Climate Research
Allianz reported a brand value of USD 30.7 billion in the Interbrand ranking 2026 on October 28, placing 26th among all brands. The company described itself as the world's most valuable insurance brand for the eighth consecutive year — its highest brand value to date, according to company statements.
On Thursday, Allianz Research published its "Green Transition Tracker 2026." The report finds renewables overtaking coal, while the global net-zero target remains a distant prospect. At the current pace, Allianz Research expects global net-zero to be reached only in 2064, with climate neutrality for Germany projected around 2051.
Leadership Changes at Two Units
Two Allianz entities have also seen leadership transitions: Philipp Kroetz took over as CEO of Allianz Partners on November 1, and Laurent Floquet assumed the CEO role at Allianz Direct on the same date. Allianz confirmed both appointments.
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Allianz Stock: New Analysis - 10 November
Fresh Allianz information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
