14/08/2026 17:12

QBE Insurance Group (ASX: QBE) $23.09

QBE -1.62 %: delivered a broadly solid first-half result, with cash earnings in line with expectations, premium growth ahead and return on equity remaining strong. The key debate is whether the group’s full-year targets are now looking too conservative given the first-half performance and a supportive investment-income backdrop, which implies they’re expecting some 2H softening.

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08/07/2026 09:39

Portfolio Amendments – Active Growth Portfolio

We are making two changes to the Growth Portfolio.

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30/06/2026 09:12

QBE Insurance (ASX: QBE) $24.96

Insurer QBE has advanced +25% so far this year, hitting our initial ~$25 target area. Similar to WOW, we believe QBE is one of the ASX's most compelling AI cost-saving opportunities. The February short & sharp sell-off on disruption fears missed the fact that insurance is ideally suited to AI, with claims processing, underwriting, fraud detection and customer service all ripe for automation. Given QBE's global scale and complex legacy systems, even modest productivity gains should materially boost earnings, making AI more of a tailwind than a threat.

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14/04/2026 09:39

QBE Insurance Group (ASX:QBE) $22.59

QBE is one of the most compelling AI cost-reduction stories on the ASX, and we believe the February selloff that punished it on disruption fears missed the point entirely. As a global insurer processing millions of claims annually across more than 20 countries, QBE's cost base is dominated by exactly the kind of high-volume, rules-based work that AI is purpose-built to transform: claims assessment, underwriting, fraud detection, and customer triage. AI-powered claims automation could dramatically cut manual handling costs, particularly after natural catastrophes when volumes spike.

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20/02/2026 16:56

QBE Insurance (QBE) $21.48

QBE +7.08%: posted a strong FY result and confident FY26 outlook, with underwriting performance and premium growth both ahead of expectations.  

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11/02/2026 09:38

QBE Insurance Ltd (QBE) $19.69

This week the insurance industry witnessed a milestone with the launch of the first dedicated insurance app on ChatGPT, led by U.S. comparison platform Insurify, which enables users to research, compare and receive personalised car insurance quotes directly within the ChatGPT interface using conversational prompts.

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06/02/2026 09:53

Portfolio Amendments – Active Growth Portfolio

We are amending the Growth Portfolio

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03/02/2026 09:29

QBE Insurance Group Ltd (QBE) $19.57

Several US-listed insurance brokers have recently released their 4Q25 results, with outlooks into 2026 appearing resilient. While the market typically focuses on pricing, organic revenue growth is more closely correlated with GDP, which again looks solid into 2026. QBE is growing revenue steadily, while its FY25 result saw a +27% lift in profitability.

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18/11/2025 09:30

QBE Insurance Group Ltd (QBE) $20.33

QBE’s FY25 result prompted some minor earnings downgrades, but we saw nothing concerning in the release. The company lifted its dividend after reporting a 27% increase in profit, yet following strong gains in recent years, the result was enough to trigger profit-taking, a phenomenon we’ve seen across the market in the last few weeks.

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21/10/2025 10:06

QBE Insurance Group Ltd (QBE) $20.24

QBE has already corrected over -19% since June while the ASX200 has forged to new all-time highs, amplifying its underperformance. With ~50% of its revenue coming from North America, poor performance by US insurers and Fed rate cuts weighing on profitability, QBE has not surprisingly been under pressure of late.

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