Evercore ISI lifts Corebridge Financial target to $37

Published 08/05/2025, 11:06
Evercore ISI lifts Corebridge Financial target to $37

On Thursday, Evercore ISI analyst Thomas Gallagher updated Corebridge Financial’s (NYSE:CRBG) price target, raising it to $37 from the previous $36, while retaining an Outperform rating on the company’s stock. Currently trading at $31.36, the stock has shown strong momentum with a 4.71% gain in the past week. According to InvestingPro data, analyst targets range from $28 to $39, with the company maintaining a GOOD financial health score. Gallagher adjusted the company’s financial estimates following Corebridge Financial’s recent earnings report and subsequent conference call.

The adjustments made by Evercore ISI include a decrease in the second-quarter 2025 (2Q25) earnings estimates, with the headline estimate dropping from $1.22 to $1.12 per share. InvestingPro data reveals that 7 analysts have recently revised their earnings estimates downward for the upcoming period. This revision accounts for Corebridge’s guidance anticipating alternative investment returns in 2Q25 to be half of what they were in the first quarter, which Gallagher estimates will result in a 13 cent earnings per share (EPS) impact. However, the core estimate for 2Q25 has been increased by 3 cents to $1.25. The company maintains a P/E ratio of 26.65 and offers a dividend yield of 3.06%.

For the third quarter of 2025 (3Q25) and extending into 2026, Evercore ISI’s estimates have been modestly increased by 1-2%. With annual revenue of $16.56 billion, Corebridge Financial demonstrates significant market presence. This outlook is based on several factors: slightly higher baseline spreads in interest rates and guaranteed returns than previously modeled; reduced seasonal expenses from the first to the second quarter, which should help offset lower fee income from equity markets; the anticipated benefit of two Federal Reserve rate cuts in the latter half of 2025, which are expected to add about $80 million to the company’s annual pre-tax income; and projected seasonal improvements in the life insurance segment’s underwriting performance compared to the first quarter. For deeper insights into Corebridge Financial’s valuation and growth prospects, access the comprehensive Pro Research Report available on InvestingPro.

In his commentary, Gallagher noted the rationale behind the price target increase, stating, "Along with our estimate changes, we also raise our PT by $1 to $37." The revised price target reflects Evercore ISI’s analysis and expectations for Corebridge Financial’s performance in the coming quarters.

In other recent news, Corebridge Financial Inc . reported its earnings for the first quarter of 2025, missing analysts’ expectations. The company announced an earnings per share (EPS) of $1.16, slightly below the forecast of $1.18. Additionally, revenue came in at $4.74 billion, falling short of the projected $5.44 billion. Despite these misses, Corebridge’s stock experienced a rise, indicating investor confidence in the company’s strategic direction and product innovations. Analysts from firms such as Cowen and Wells Fargo (NYSE:WFC) are closely monitoring Corebridge’s market strategies and capital efficiency opportunities. The company maintains a strong market position in individual retirement products, which is crucial given the demographic trend of an aging population. Corebridge is also actively exploring opportunities to enhance capital efficiency, including expanding its Bermuda strategy and considering external reinsurance transactions. These developments highlight the company’s focus on strategic growth and financial stability amidst market challenges.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.