Allianz stock gains 1.05 percent as analyst targets split

Published on 09/25/2026 at 15:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Allianz stock traded at EUR 423.60 on Xetra on September 25, 2026, after a record half-year operating result. Analyst targets range from EUR 353 to EUR 495.

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Allianz stock (ISIN DE0008404005) was trading at EUR 423.60 on Xetra on September 25, 2026, up 1.05 percent from the prior close. The price stood 6.81 percent below its 52-week high of EUR 454.60, giving investors a clear measure of the recent pullback.

Record result meets chart pressure

According to Boerse Express, Allianz generated a Q2 2026 operating result of EUR 4.87 billion, an increase of 10.6 percent from the prior-year quarter. The first-half adjusted net income attributable to shareholders reached EUR 6.39 billion, up 15.5 percent year over year.

Allianz's investor-relations page describes the Q2 2026 result as a record and says the group is on course to meet its targets, while the full-year operating-result guidance remains EUR 17.4 billion plus or minus EUR 1 billion. The half-year Solvency II ratio stood at 225 percent, according to Boerse Express.

Analyst targets split sharply

The market debate is visible in the target prices. Boerse Online reported that DZ Bank raised its target from EUR 486 to EUR 495 on September 18, 2026, while UBS increased its target from EUR 430 to EUR 450 on September 9, 2026.

The same Boerse Online report listed Bank of America's EUR 425 target and Underperform rating from September 17, 2026. The share price was below the 50-day line at EUR 438.62 and testing support near the 100-day line at EUR 416 to EUR 417.

Next results date is set

EQS News lists November 12, 2026 as the date for Allianz's Q3 2026 financial results. Until then, the combination of a 10.6 percent Q2 operating-profit increase and a share price 6.81 percent below the yearly high frames the central investor question: whether earnings growth can close the gap between bullish and cautious analyst valuations.