Swiss Re stock rating downgraded by RBC Capital on valuation concerns

Published 14/10/2025, 08:10
Swiss Re stock rating downgraded by RBC Capital on valuation concerns

Investing.com - RBC Capital downgraded Swiss Re (SIX:SREN) (OTC:SSREY) from Sector Perform to Underperform on Tuesday, while reducing its price target to CHF125.00 from CHF143.00. The insurance giant, with a market capitalization of $55.7 billion, has seen its stock surge 32.5% year-to-date, trading near its 52-week high.

The rating change follows what RBC describes as a "strong recovery" in Swiss Re shares, which has delivered a total return comparable to Munich Re since 2021 on a constant foreign exchange basis.

RBC Capital expressed puzzlement over why Swiss Re stock has re-rated so closely to competitors Hannover Re and Munich Re on both earnings and price-to-book metrics, suggesting a discount would be more appropriate given Swiss Re’s long-term track record.

The downgrade comes after Swiss Re addressed significant reserve issues, including "kitchen sinking" for Casualty reserves in 2024 and Life & Health reserves in 2023.

The analyst cited the "implied return to target" as a key factor in lowering the rating upon transfer of coverage.

In other recent news, JPMorgan has downgraded Swiss Re’s stock rating from Overweight to Neutral. This adjustment was made due to valuation concerns, with the price target being lowered from CHF170.00 to CHF160.00. According to JPMorgan, Swiss Re has experienced a significant business transition in recent years, which has enhanced the company’s resilience and dependability. These developments reflect the current analysis and perspective from JPMorgan regarding Swiss Re’s financial outlook.

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