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UBS downgrades Munich Re stock as valuation nears peak and yield lags

EditorEmilio Ghigini
Published 19/12/2024, 07:54
MURGY
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On Thursday, UBS issued a new rating for Munich Re (MUV2:GR) (OTC: MURGY (OTC:MURGY)) stock, adjusting its previous Buy recommendation to a Neutral stance. Despite the downgrade, the firm increased the price target for the insurance company to €555.00, up from the former target of €540.00. The insurance giant, with a market capitalization of $69.39 billion, has demonstrated strong momentum with a 27.54% return year-to-date.

The decision to alter Munich Re's stock rating was primarily influenced by a few key factors. UBS noted that Munich Re's earnings guidance is now more aligned with economic earnings, and the current valuation seems to fully reflect the company's opportunities, particularly as it approaches a five-year high one-year forward price-to-earnings ratio. According to InvestingPro, the stock currently trades at a P/E ratio of 11.91 and is near its 52-week high, supporting UBS's valuation concerns.

Additionally, UBS highlighted potential near-term challenges for the stock, which may arise from upcoming news on reinsurance pricing, especially as the stock is trading at a peak multiple. Another concern for UBS is the all-in yield attraction of Munich Re, which is currently below historical levels. However, InvestingPro data reveals the company's impressive 33-year streak of maintaining dividend payments and an overall Financial Health Score of "GREAT," suggesting strong fundamental stability.

UBS suggests that while investors may anticipate earnings growth from Munich Re, the firm does not foresee a potential for re-rating in the near term. This outlook has led to the adjustment in the stock's rating and price target.

Munich Re's new price target of €555.00 represents a modest 3% increase from the previous target, reflecting UBS's updated expectations for the stock's performance. Based on InvestingPro's Fair Value analysis, the stock appears fairly valued at current levels.

In other recent news, Munich Re has experienced several significant developments. Jefferies recently downgraded Munich Re's stock from Buy to Hold, lowering the price target to €485.00. This decision was influenced by the company's record-high stock prices and the limited potential for further increase in consensus expectations.

Following the impact of Hurricane Ian in 2022, Munich Re's consensus earnings expectations more than doubled, but Jefferies analysts find it challenging to foresee further significant upside for the stock, with net income forecasts set at €6.2 billion for 2025 and €6.3 billion for 2026.

In contrast to Jefferies' assessment, Berenberg increased the price target for Munich Re shares to €520.00, maintaining a Buy rating. Berenberg believes that the market has historically underestimated Munich Re's diversification.

Additionally, the insurance giant's financial strength credit rating was upgraded from "AA-" to "AA" by Standard & Poor's (S&P). This upgrade was influenced by Munich Re's improved underwriting profitability and earnings diversification over recent years. These recent developments may influence Munich Re's borrowing costs positively and enhance its reputation among investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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