insurance stocks

Latest news and analysis on insurance stocks

Equities

AI fears are hitting insurance stocks IAG, SUN and QBE — but is the market overreacting?

AI disruption fears have already hammered SaaS stocks. Now the insurance sector is under pressure — but the reality may be more complicated.
AUB
+2
Carl Capolingua
Livewire Markets
Equities

Insurance brokers: not as easy to displace as the AI headlines suggest

If 2025 was the year of the AI leaders, then 2026 has started off as the year of the AI scare story.
Steven Glass
Pella Funds Management
Reporting Season

Inside QBE’s billion dollar profit, dividend and return on equity at decade highs

QBE’s CFO on growth, margins, catastrophe risk, and why the insurer is backing business investment over buybacks.
Kerry Sun
Livewire Markets
Equities

Insurance Brokers: Good investments for the age of risk & uncertainty

Which types of companies are best positioned to navigate and even benefit from this sort of environment? Our answer: Insurance Brokers.
Steven Glass
Pella Funds Management
Reporting Season

Suncorp could deliver the trifecta - Special dividends, buybacks and share consolidation in FY25

Suncorp Group CEO Steve Johnston tells us there's plenty of shareholder value on the way.
SUN
Hans Lee
Livewire Markets
Reporting Season

Why 140% growth in NPAT may not satisfy this stock's investors

This insurer has had a year of impressive growth, but 3 years of heightened rainfall has raised "natural perils", and dampened outlooks.
SUN
William Heine
Livewire Markets
Buy Hold Sell

Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)

In this episode, Alphinity's Andrew Martin and Tyndall's Michael Maughan discuss the winners and losers of higher rates.
+2
Buy Hold Sell
Livewire Markets
Equities

Quality management and strong cycle are leading this ASX business' turnaround

Two key traits of a quality company are featured in this single stock story.
Joe Wright
Airlie Funds Management
8