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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18/09/2025 09:52

QBE Insurance Group Ltd (QBE) $20.50

QBE has drifted ~15% lower in recent months as investors structure portfolios around a lower interest rate environment.  The stock is trading on a PE of 10.8x relative to peers IAG trading on 18x and Suncorp (SUN) trading on 17x implying a solid relative and absolute valuation in an expensive market, and QBE has been performing strongly as a business.

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07/03/2025 09:25

QBE Insurance Group Ltd (QBE) $20.84

QBE has noticeably performed better than its peers in recent weeks, although cracks have started to appear this week. The insurer's result in late February propelled the stock towards multi-year highs, a very different outcome than with IAG. The numbers were good, coming in better than expectations, NPAT ~$US1.78bn vs $US1.71bn and a dividend of 63c vs 53c consensus.

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14/02/2025 09:43

QBE Insurance Group Ltd (QBE) $19.85

QBE has kept pace with its peers over the last few years, finally shaking off its serial under performer tag. However, speculating about what lies in store following reports by SUN and IAG is guesswork. Again, we are conscious that the stocks are trading on a stretched valuation and will need to deliver when they front investors.

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04/10/2024 09:20

QBE Insurance Group Ltd (QBE) $16.34

QBE has been under pressure in recent months as the prospect of falling interest rates weighs on the stock. Although it's still up 10% year-to-date, it's corrected over 17% from its June high. QBE’s recent 1H24 result was broadly in line with expectations, and we like the current chapter as the insurer gets its house in order.

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