Reinsurance Group of America
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
582% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $1.94M
33% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 60
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
14% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 210
2.51% more ownership
Funds ownership: 94.27% [Q3] → 96.78% (+2.51%) [Q4]
2% more funds holding
Funds holding: 602 [Q3] → 612 (+10) [Q4]
1% more capital invested
Capital invested by funds: $13.5B [Q3] → $13.6B (+$101M) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$232
17%
upside
Avg. target
$248
25%
upside
High target
$270
36%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Evercore ISI Group Thomas Gallagher 40% 1-year accuracy 6 / 15 met price target | 36%upside $270 | Outperform Maintained | 13 Mar 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 33%upside $264 | Overweight Maintained | 25 Feb 2025 |
Morgan Stanley Nigel Dally 70% 1-year accuracy 7 / 10 met price target | 18%upside $233 | Equal-Weight Maintained | 14 Feb 2025 |
RBC Capital Scott Heleniak 78% 1-year accuracy 36 / 46 met price target | 24%upside $245 | Outperform Reiterated | 10 Feb 2025 |
Piper Sandler John Barnidge 69% 1-year accuracy 33 / 48 met price target | 22%upside $242 | Overweight Maintained | 10 Feb 2025 |
Financial journalist opinion
Negative
MarketBeat
1 week ago
Despite Downturns, Analysts Say These 4 Financial Stocks Are Buys
Threats of tariffs and reductions to government spending have the American markets in a shaky position as the S&P 500 pushes into correction territory. Among stocks seeing the hardest hits were financial picks, with companies like Morgan Stanley NYSE: MS and SoFi Technologies NASDAQ: SOFI seeing shares fall up to 12% on Monday alone.
Negative
Seeking Alpha
2 weeks ago
Reinsurance Group of America: Attractive Despite Doubts About Capital Allocation
RGA shares have dropped 15% due to mixed quarterly results and concerns about the profitability of its aggressive growth strategy. The company has shifted focus to pension risk transfer deals, halting buybacks but maintaining dividends, betting on better returns from business investments. Despite short-term profitability drags, RGA targets a 13-15% ROE, supported by strong APAC results and a significant deal with Equitable.
Neutral
Business Wire
1 month ago
Reinsurance Group of America Announces Pricing of Subordinated Debentures
ST. LOUIS--(BUSINESS WIRE)--Reinsurance Group of America, Incorporated (NYSE: RGA) (“RGA”) announced today that it has priced an aggregate principal amount of $700 million of 6.650% Fixed-Rate Reset Subordinated Debentures due 2055 (the “2055 Debentures”) pursuant to an underwritten registered public offering (the “Offering”). The 2055 Debentures have a maturity date of September 15, 2055, an issue price of 100% and feature a fixed-rate coupon of 6.650%, payable semiannually in arrears. RGA exp.
Positive
Zacks Investment Research
1 month ago
RGA Stock Trading at Discount to Industry at 1.21X: Time to Hold?
Reinsurance Group is poised to gain from new business volumes, favorable longevity experience, a diversified business, effective capital deployment and higher return on capital.
Positive
Zacks Investment Research
1 month ago
Reinsurance Group (RGA) is a Top-Ranked Growth Stock: Should You Buy?
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Neutral
Business Wire
1 month ago
RGA Announces Reinsurance Transaction with Equitable Holdings
ST. LOUIS--(BUSINESS WIRE)--Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer, today announced it has entered into an agreement with Equitable Holdings, Inc. (NYSE: EQH, ”Equitable”) to reinsure a diversified block of life insurance products and expand their strategic partnership. RGA to reinsure $32 billion of a diversified mix of life insurance products RGA expects to deploy $1.5 billion of capital at closing into this reinsurance transaction P.
Positive
Zacks Investment Research
1 month ago
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Positive
Seeking Alpha
1 month ago
Reinsurance Group: Baby Bonds Offer A Solid Return In Either Outcome
Reinsurance Group of America Inc. has rebounded strongly post-pandemic, tripling its earnings. Despite a low P/E ratio of 8.5X, RGA is not as cheap as it appears. RGA's baby bonds though, met our buy criteria and we bought some.
Neutral
Seeking Alpha
1 month ago
Reinsurance Group of America, Incorporated (RGA) Q4 2024 Earnings Call Transcript
Reinsurance Group of America, Incorporated (NYSE:RGA ) Q4 2024 Earnings Conference Call February 7, 2025 10:00 AM ET Company Participants Jeff Hopson - Senior Vice President of Investor Relations Tony Cheng - President and Chief Executive Officer Axel Andre - Executive Vice President and Chief Financial Officer Leslie Barbi - Executive Vice President and Chief Investment Officer Jonathan Porter - Executive Vice President and Global Chief Risk Officer Conference Call Participants Wilma Burdis - Raymond James Ryan Krueger - KBW John Barnidge - Piper Sandler Wes Carmichael - Autonomous Research Elyse Greenspan - Wells Fargo Jimmy Bhullar - JPMorgan Thomas Gallagher - Evercore ISI Alex Scott - Barclays Suneet Kamath - Jefferies Operator Hello, and welcome to the Reinsurance Group of America's Fourth Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode.
Neutral
Zacks Investment Research
1 month ago
Reinsurance Group's Q4 Earnings Miss Estimates, Revenues Beat
RGA's fourth-quarter results reflect solid performance in the US and Latin America, and Canada segments, offset by a soft performance in Asia/Pacific and Europe, Middle East and Africa.
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