Berenberg reiterates Buy rating on ASR Nederland stock, citing strong H1 results

Published 21/08/2025, 08:42
Berenberg reiterates Buy rating on ASR Nederland stock, citing strong H1 results

Investing.com - ASR Nederland NV (AS:ASRNL) (OTC:ASRRF) received a reiterated Buy rating and €66.00 price target from Berenberg on Wednesday.

The Dutch insurer reported first-half 2025 results on Tuesday that exceeded analyst expectations in several key metrics. ASR posted operating capital creation of €721 million, surpassing the consensus estimate of €696 million.

The company’s operating profit reached €826 million, significantly higher than the consensus forecast of €750 million. ASR also reported a Solvency II ratio of 203% as of June 2025, above the 197% analysts had projected.

During the earnings call, ASR confirmed it remains on track to achieve its June 2026 cost savings target of €215 million. The company noted that significant IT decommissioning could potentially increase cost savings for 2027.

ASR has completed €2.9 billion worth of pension buyouts since the beginning of 2024 and indicated it might exceed its 2027 target of €8 billion, citing modest competition and solid demand in this segment.

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