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Investing.com - Piper Sandler has reiterated its Overweight rating on Globe Life (NYSE:GL) with a price target of $167.00, identifying the insurance company as a "4Q25 favorite idea." This target represents nearly 28% upside from the current price of $130.37, aligning with the broader analyst consensus that shows an average upside potential of 28% according to InvestingPro data.
The firm highlighted Globe Life’s consistent pattern of setting conservative annual guidance, typically being the first in the life insurance sector to do so. Piper Sandler’s analysis of the past decade suggests potential for the initial 2026 EPS guidance range of $14.60-$15.30 to reach a mid-point of $15.50-$16.40 after final revisions. The company reported diluted EPS of $13.77 over the last twelve months, with analysts forecasting $15.11 for fiscal year 2025.
The research firm pointed to Globe Life’s captive distribution as an exemplary "niches are for riches" business model, giving the company a competitive advantage in the market.
Piper Sandler also noted that competitor CNO’s recent expansion in Bermuda suggests potential for Globe Life’s own Bermuda operations to grow over time, creating additional value opportunities.
The firm believes the removal of investigation headwinds could help Globe Life shares approach the company’s 10-year historic valuation multiple of 11.7x, compared to current multiples of 8.5x for 2026 estimates and 7.9x for 2027 estimates.
In other recent news, Globe Life Inc. reported its third-quarter earnings for 2025, showing a robust performance in earnings per share (EPS), which exceeded expectations. The company posted an EPS of $4.73, surpassing the forecast of $4.60. However, the revenue came in slightly below expectations at $1.51 billion, compared to the anticipated $1.52 billion. Keefe, Bruyette & Woods responded by raising its price target for Globe Life from $160 to $162, maintaining an Outperform rating. The firm cited higher life margins and share buybacks as key factors for the upward revision, despite lower excess net investment income. Additionally, Globe Life’s Board of Directors declared a quarterly dividend of $0.27 per share, payable on January 30, 2026, to shareholders of record as of January 5, 2026. These developments reflect the company’s ongoing financial strategies and market positioning.
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