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Berenberg keeps Buy on Ageas stock, expects share buyback announcement

EditorEmilio Ghigini
Published 31/05/2024, 10:06
AGESY
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On Friday, Berenberg reaffirmed its positive stance on Ageas (AGS:BB) (OTC: AGESY) stock, maintaining a Buy rating and a price target of EUR54.90. The firm anticipates that Ageas will introduce a share buyback program when it reports its first-half 2024 earnings on 28 August.

Additionally, it is expected that the insurer will announce the resumption of annual buybacks during its investor day on 23 September.

The rationale behind the sustained Buy rating is tied to Ageas's willingness to issue shares for funding potential deals, as demonstrated by the structure of the now-cancelled offer for Direct Line (LON:DLGD).

A return to regular share buybacks is seen as a strategy to enhance the company's stock valuation, which could make share issuance more palatable to Ageas's primary Belgian shareholders.

Ageas has seen its share price climb by 18% year-to-date, indicating a strong momentum in its stock performance. This uptick is part of the reasoning for the continued positive outlook on the company's shares.

The endorsement of Ageas's stock comes with the expectation that the company's strategic financial decisions, including the anticipated share buybacks, will have a favorable impact on its market valuation.

InvestingPro Insights

As Ageas (OTC: AGESY) garners attention with its expected share buyback announcement and investor day plans, it's worth noting the company's solid financial standing. An InvestingPro Tip highlights that Ageas has maintained dividend payments for 15 consecutive years, showcasing a reliable return to shareholders. Additionally, the company's liquid assets exceed its short-term obligations, providing a stable financial cushion.

From a metrics standpoint, Ageas boasts a market capitalization of $9.15 billion, with a Price/Earnings (P/E) ratio of 8.84, which is slightly lower than the adjusted P/E ratio for the last twelve months as of Q4 2023, sitting at 8.65. The company's revenue growth for the last twelve months was 7.7%, demonstrating steady growth. Furthermore, Ageas has had a strong return over the last three months, with a price total return of 17.05%.

For investors seeking additional insights and tips, there are more InvestingPro Tips available that discuss Ageas's profitability and analyst predictions for the company's performance this year. To explore these tips and gain a deeper understanding of Ageas's financial health, consider using the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription at InvestingPro. With this information, investors can make more informed decisions as they watch Ageas's upcoming financial moves.

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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