J.P. Morgan analyst Jimmy Bhullar maintains $Allstate (ALL.US)$ with a buy rating, and adjusts the target price from $205 to $207.
According to TipRanks data, the analyst has a success rate of 57.5% and a total average return of 6.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Allstate (ALL.US)$'s main analysts recently are as follows:
In view of a quarter marked by numerous global catastrophe events, it is anticipated that third-quarter catastrophe losses will be within manageable levels for property and casualty insurers. Projections for the fourth quarter incorporate provisional losses attributed to Hurricane Milton, though there is still uncertainty following its recent landfall. Adjustments in the sector are influenced by occurrences throughout the quarter and variations in P/E multiples.
The fundamental outlook for the property and casualty sector remains positive looking into the third-quarter reports. Analysts express caution, however, noting that optimistic expectations, bullish sentiment, and valuations moderate their views on stocks. Notably, continued robust pricing and the sector's defensive risk profile stand out as favorable factors. Nonetheless, there is a belief that expectations surrounding underwriters' margins and brokers' sales growth are somewhat ambitious.
Property & Casualty insurance stocks performed well in the third quarter due to a milder natural catastrophe season and market positioning, which led to new highs for stocks in this sector. Despite the changes in dynamics brought on by Hurricane Helene and Hurricane Milton, there is still an expectation for satisfactory third-quarter results across the underwriters.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根大通分析师Jimmy Bhullar维持$好事达 (ALL.US)$买入评级,并将目标价从205美元上调至207美元。
根据TipRanks数据显示,该分析师近一年总胜率为57.5%,总平均回报率为6.8%。
此外,综合报道,$好事达 (ALL.US)$近期主要分析师观点如下:
鉴于本季度发生了众多全球灾难事件,预计财产和意外伤害保险公司第三季度的灾难损失将在可控的范围内。第四季度的预测包括飓风米尔顿造成的临时损失,尽管该飓风最近登陆后仍存在不确定性。该行业的调整受整个季度发生的情况和市盈率变化的影响。
从第三季度报告来看,财产和意外伤害行业的基本前景仍然乐观。但是,分析师表示谨慎,他们指出,乐观的预期、看涨情绪和估值缓和了他们对股票的看法。值得注意的是,持续强劲的定价和该行业的防御性风险状况是有利因素。尽管如此,人们认为,对承保商利润率和经纪商销售增长的预期有些雄心勃勃。
财产和意外伤害保险股在第三季度表现良好,这要归因于较温和的自然灾害季节和市场定位,该板块的股票创下了新高。尽管飓风海伦和飓风米尔顿带来了动态变化,但承销商仍预计第三季度业绩令人满意。
提示:
TipRanks为独立第三方,提供金融分析师的分析数据,并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议,仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级,分析师星级代表分析师所有推荐的过往表现,通过分析师的总胜率和平均回报率综合计算得出,星星越多,则该分析师过往表现越优异,最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否,取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合,并根据评级变化对组合进行调整,在近一年中该投资组合所获得的回报率。