04/05/2026 09:18

Shawn’s Trade Idea: Buy Insurance Australia Group (ASX:IAG) at $7.70

We discussed IAG a few weeks ago Here flagging a potential rally towards $9, following last weeks breakout to fresh 11-week highs the technical picture is confirming the set-up.

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14/04/2026 09:40

Insurance Australia Group Ltd (ASX:IAG)

While QBE and IAG share many of the same AI cost-reduction opportunities, the stories are meaningfully different in scale and focus. QBE is a global operation spanning 20-plus countries, meaning its AI opportunity is vast but complex, requiring execution across multiple regulatory environments and legacy technology stacks. IAG by contrast is predominantly an Australian and New Zealand business — simpler in structure, more domestically concentrated, and arguably better placed to move faster on AI integration given the lower complexity of rolling it out across a single regulatory framework.

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21/10/2025 14:22

Insurance Australia Group Ltd (IAG) $7.92

IAG has retreated 16% from its January high, helped by its domestic exposure. However, the stock was smacked back in February after CEO Nick Hawkins provided a more conservative outlook than was hoped for, sending the stock plunging as a classic crowded position, full of momentum traders, unwound in earnest - in hindsight, he was right.

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07/03/2025 09:26

Insurance Australia Group (IAG) $7.80

IAG has tumbled almost 20% from its late January high as it turned from hero to villain in the blink of an eye. We haven’t changed our view of IAG since it reported earnings in February, but the difference is that the stock is coming down towards our “Buy Zone.”

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14/02/2025 09:44

Insurance Australia Group (IAG) $7.80

As we touched on earlier, IAG is rich for a stock whose sector appears to be in “peak cycle.” The reaction to yesterday’s illustrates the risks: the numbers were good. Cash earnings surged 54.2% in the December half to $640 million, about 6%t above market expectations, thanks to good weather and cost-cutting during the period.

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13/02/2025 16:51

Insurance Australia (IAG) $7.80

IAG –12.56%: saw its largest single-day drop in the share price in 15 years as it reported first-half earnings that looked okay on the surface but caused concern around the medium-term outlook. 

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06/02/2025 09:38

Insurance Australia Group Ltd (IAG) $8.78

IAG slipped 1.4% on a mixed day for insurance stocks, in similar fashion to MQG, this major insurer has encountered selling after hitting new highs last week but we must remember one bad week doesn’t wreck a trend.

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29/11/2024 09:00

Insurance Australia Group Ltd (IAG) $8.47

IAG pushed up another +3.5% on Thursday, posting fresh highs following the news it will acquire the insurance business of the Royal Automobile Club of Queensland for $855 million, giving the company a 25-year exclusive distribution agreement to sell home and car insurance policies in what it claims is a sound bet on the state’s future growth.

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08/08/2024 09:40

Insurance Australia Group (IAG) $6.95

We have been too cautious towards IAG over the last two years, but we currently see little upside for the stock above $7. IAG provided an FY24 trading update in late June with few surprises now expected when it reports on the 21st August - the markets will be scrutinizing its FY25 margin guidance, commentary around pricing, reinsurance and claims. Also, some capital management is anticipated, with a potential $350mn buyback on the cards.

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11/04/2024 09:25

Insurance Australia Group Ltd (IAG) $6.37

IAG slipped -1.9% on Wednesday, but it's still up +14.7 % so far this year, well ahead of the broader market. Moving forward, we remain concerned about affordability, volume loss and softening customer retention as premiums increase. IAG’s strong capital position enabled them to recently announce a $200mn buyback, which has helped support the stock, but we still believe it’s getting tired above $6 and would be sellers of strength as opposed to buyers into dips.

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